Financial Planning & Strategy Lead - Academy

Job description

The Lead drives financial strategy, planning, and performance management for educational initiatives. Coordinates annual budget development, tracks strategic initiatives for board reporting, and manages risk and audit compliance. Provides high-level project management for new initiatives, develops long-range revenue forecasts, and oversees the academy's policy and procedures framework to ensure operational excellence. Designs and produces program performance reports, cost‑benefit analysis, and revenue generation reports, offering insights and improvement recommendations. Leads annual budget creation with program managers and central operations. Develops multi‑year revenue projections for each program, monitors financial execution against targets, and delivers regular forecasts. Tracks and documents strategic initiatives, preparing regular progress reports for the board and senior management. Monitors and resolves all risk and audit observations to ensure timely compliance

Requirements

• Produce the academy's master event calendar and manage the annual calendar for key HR and finance cycles
• Bachelor's degree in Finance, Business Administration, or related field
• MBA preferred
• 4+ years experience in financial planning, analysis, and strategy, preferably in education
• proven experience leading financial strategy development and implementation
• strong analytical and financial modeling skills with ability to interpret complex data and provide actionable insights
• excellent communication and presentation skills with experience influencing and engaging stakeholders
• demonstrated leadership skills and ability to manage and develop a high‑performing team
• familiarity with financial software and ERP systems
• advanced proficiency in Excel

Skills