Treasury & Financial Planning Analyst
Plantation, Florida
About Us
We are a growing higher education institution committed to preparing future leaders through innovation, technology-driven learning, and global partnerships.
As we continue expanding across the United States, Europe, and Latin America, we are seeking a highly analytical and proactive Treasury & Financial Planning Analyst to support financial planning, cash flow management, budgeting, and strategic decision-making.
This role reports directly to the Chief Financial Officer (CFO) and offers the opportunity to contribute to high-impact institutional initiatives while working closely with executive leadership.
Position Overview
The Treasury & Financial Planning Analyst will play a key role in supporting the institution’s financial health and long-term growth. This professional will be responsible for forecasting, budgeting, treasury management, financial reporting, and providing data-driven insights that support strategic decision-making.
This position is ideal for someone who enjoys combining analytical thinking with business strategy and thrives in a dynamic, growth-oriented environment.
Key ResponsibilitiesFinancial Planning & Analysis (FP&A)
- Develop monthly, quarterly, and annual financial forecasts.
- Build financial models and scenario analyses to support institutional growth initiatives.
- Monitor key financial performance indicators (KPIs).
- Support annual budgeting and forecasting processes.
- Prepare executive-level financial reports and dashboards.
- Evaluate the financial viability of new academic programs and strategic projects.
Treasury & Cash Flow Management
- Prepare and maintain weekly, monthly, and annual cash flow forecasts.
- Monitor liquidity, cash positions, and financial commitments.
- Identify financial risks and recommend mitigation strategies.
- Track payment obligations and support treasury reporting activities.
Budget Control & Reporting
- Monitor departmental budget performance.
- Perform variance analysis between budget, actual results, and forecasts.
- Assist with monthly and year-end financial closing processes.
- Support audit preparation and financial compliance initiatives.
- Collaborate with accounting teams to ensure accuracy and consistency of financial information.
Compliance & Accreditation Support
- Assist in preparing financial documentation for accreditation reviews.
- Support regulatory and compliance reporting requirements.
- Maintain organized financial records and supporting documentation.
- Participate in internal and external audits.
QualificationsRequired
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
- Minimum of 3 years of experience in:
- Financial Planning & Analysis (FP&A)
- Treasury Management
- Budgeting
- Financial Reporting
- Advanced Microsoft Excel skills, including financial modeling.
- Strong analytical, organizational, and problem-solving abilities.
- Excellent communication and presentation skills.
Preferred
- MBA or Master's degree in Finance, Accounting, Business, or related field.
- Experience in Higher Education, EdTech, Nonprofit, SaaS, or Professional Services environments.
- Experience with Power BI, Tableau, Looker, or similar business intelligence tools.
- Familiarity with accreditation, compliance, or regulatory reporting environments.
What You'll Accomplish
Within your first 90 days, you will:
✓ Establish reliable cash flow forecasting processes
✓ Enhance visibility into institutional financial performance
✓ Deliver meaningful executive reporting and financial insights
✓ Strengthen budget controls and monitoring processes
✓ Support strategic decision-making through financial analysis
Compensation & Benefits
- Competitive salary based on experience.
- Performance-based bonus opportunities.
- Professional development and career growth opportunities.
- Exposure to international projects across the U.S., Europe, and Latin America.
- Opportunity to contribute to a rapidly expanding educational institution.
Why Join Us?
This is more than a finance position.
It is an opportunity to influence strategic decisions, support institutional growth, and help shape the future of higher education.
If you are passionate about financial analysis, business strategy, and creating meaningful impact through data-driven decision-making, we invite you to apply.
Join us and become part of a mission-driven organization transforming education on a global scale.
Tipo de puesto: Tiempo completo, Por contrato
Sueldo: $48,000.00 - $60,000.00 al año
Pregunta(s) de postulación:
- Are you willing to undergo a background check as part of the selection process for this position?
Lugar de trabajo: Empleo presencial
