Assistant Vice President, Budgets & Financial Planning

Job Description

The Assistant Vice President (AVP) serves as a senior leader responsible for enterprise-wide budgeting, multi-year financial planning, and performance management for the University and its affiliated medical centers. Reporting to the Vice President for Finance/CFO, the AVP plays a critical and strategic role in supporting institutional sustainability, advancing strategic priorities and strengthening financial governance. The AVP provides executive-level insights, leads integrated planning and financial consolidation across academic and healthcare entities, and partners closely with senior leadership to translate institutional and clinical strategies into actionable, data-driven financial plans.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics Business Administration or related field
• Master’s degree (MBA, MS Finance/Accounting, MHA) and professional certification such as CPA/CMA or CFA are a plus
• Minimum 16 years of progressive financial planning and analysis experience, out of which at least 6 years in a managerial role, leading teams
• Strong modeling, forecasting, and analytical skills
• Experience with ERP/EPM systems (Oracle, SAP, Hyperion)
• Strong understanding of internal controls and financial governance
• Experience in hospital or healthcare financial management is a plus
• Proficiency with business intelligence and data visualization tools (e.g. Power BI, Tableau)
• Experience in leading financial transformation initiatives or major system implementations

Responsibilities

• Leads the annual budgeting cycle, including development of planning calendars, assumptions, templates, consolidation processes, and executive review materials
• Oversees the integrated budgeting process for academic units, administrative departments, and hospital operations
• Ensures timely preparation and submission of budgets to the University Budget Committee
• Develops and oversees the medical centers and clinical financial planning models
• Evaluates the medical centers’ operational and financial performance
• Maintains rolling forecasts and multi-year financial planning models
• Develops scenario and sensitivity analyses for both academic and healthcare operations
• Provides timely and actionable insights on key financial drivers, risks, and opportunities
• Produces and enhances financial reporting packages for the President and Board committees
• Leads, coaches, and develops a high-performing budgeting and FP&A team