Senior Manager, Financial Planning & Reporting

Position summary

Planning, budgets, and reporting

• Oversee annual operating and capital budgets and prepare executive summaries for finance leadership review.
• Coordinate with internal budget stakeholders and guide the team on budget management and financial planning.
• Develop and enhance reporting, reconciliation, and budget templates.
• Analyze budget variances, update forecasts, identify cost-optimization opportunities, and advise leadership on adjustments.
• Oversee monthly budget reconciliations and financial KPI reporting.
• Prepare and oversee financial statements, quarterly reports, grants management reports, and research packages.

Accounting, audit, and controls

• Oversee accounting transactions for accuracy and compliance with organizational policies, financial regulations, and US GAAP; review and approve correction and reclassification entries.
• Oversee monthly and annual accounting closes and documentation for academic, research, and grants accounts.
• Lead fiscal-year-end and calendar-year-end audit processes with internal and external auditors.
• Manage intercompany transactions and grant budgeting, expenditure tracking, and compliance.
• Maintain accurate fixed-asset records covering acquisitions, tagging, disposals, and depreciation.
• Use automation to streamline work and support compliance; maintain finance policies and procedures and respond to stakeholder queries.
• Monitor revenue-cycle activities and identify improvement opportunities.

Education and experience

• Bachelor’s degree in Finance, Accounting, Economics, or Business Administration.
• 11–12 years of related experience.
• Professional qualifications such as ACCA, CIMA, CPA-USA, or similar are preferred.
• Experience in research, medical, or educational fields is highly desirable.

Knowledge and skills

• Financial forecasting and modeling.
• Budget management.
• Financial risk management.
• Institutional finance.