Financial Planning and Analysis Director jobs in Louisville, KY

Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, implementation, and business strategic analysis of the financial team. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. Being a Financial Planning and Analysis Director reviews analysis results, develops insightful suggestions for investment, sourcing, cost reduction and leads strategic business decisions. Requires a bachelor's degree. Additionally, Financial Planning and Analysis Director typically reports to top management or CFO. The Financial Planning and Analysis Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Financial Planning and Analysis Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Assistant Director of Financial Planning
  • The Sullivan University System
  • Louisville, KY FULL_TIME
  • Look No Further, Your Career Starts Here!
    Sullivan University is an organization that is truly committed to making a difference. We host a wide variety of career opportunities, offer a family-oriented culture, and invest in our employees.
    Join us if you want:
    • Internal Mobility
    • The Opportunity to Make a Difference in the Lives of our Students
    • Professional Training and Development
    • Individual Coaching
    • A Diverse and Positive Work Environment
    • To Support Local Charities through the Sullivan Cares Program
    What Can We Offer YOU?
    • 90% Tuition Discount through the Master’s degree level for the employee and 40% dependent discount after 1 year of employment (dependent discount increases to 90% after 3 years)
    • A Generous Benefits Package with Medical, Dental, Vision, Life, AD&D, Long-Term Care, Short Term Care, Auto, and Home Insurance.
    • 401K
    • Competitive Salary
    • 11 Paid Holidays
    • Paid Vacation and Sick Time
    • Employee Referral Bonus
    • Employee Discounts at Local Restaurants and Venues
    • Comprehensive Wellness Program
    We are currently looking for a full-time Assistant Director of Financial Planning. The Assistant Director of Financial Planning works under the supervision of the Director of Financial Planning & Military Affairs. This position is responsible for conducting financial planning appointments with new students, collecting documentation for all students, and assisting with answering escalations of student complaints if the Director of Financial Planning & Military Affairs is not available. This position must work collaboratively with personnel from other campus departments, including admissions, student services, academic services, student success, compliance, and the Bursar’s office.
    Responsibilities of the position include:
    • Works closely with the Director of Financial Planning & Military Affairs on the coordination and facilitation of continuous training for the campus
    • Manages and coordinates the delivery of financial aid services to the student including responsibility for an assigned group of students and this may include packaging students
    • Recommends new or updates to policies and procedures and coordinates the logistics and workflow to ensure the effective delivery of services
    • Responsible for satisfactory customer service experiences to students and their families
    • Maintains a current knowledge of state and federal funding programs, policies and regulations, and other requirements by external authorities through reading and reviewing documentation, professional memberships, attending conferences and workshops
    • Works collaboratively with internal resources across departments and campuses to resolve financial planning issues for students.
    • Supports and maintains knowledge of institutional policies
    • Ensures the departments adherence to the policies and processes for the collection of student documentation and the presentation of the financial planning award letters
    • Prepares and analyzes internal and external financial reports demonstrating receipt and application of funds payable to student accounts in a timely and efficient manner. Reviews and/or consults with the director of Financial Planning & Military Affairs on these reports as necessary
    • Collaborates with the Director of Financial Planning & Military Affairs on new hire training and further supports that training through efforts at the campus
    • Successfully completes all new-hire and ongoing training courses in a timely manner
    • Maintains all files, documentation, and data entry according to the standard operating procedures.
    • Ensures all graduates have a zero balance.
      Actively participates in programs targeted to improve retention, customer satisfaction, and show rates.
    • Assists with presenting student financial aid awards
    • Counsels students and families regarding the availability of aid, application procedures, and college policies regarding receipt of Federal and State aid.
    • Promotes teamwork throughout the campus and utilizes teamwork concepts to achieve overall campus goals
    • Subscribes to FSA, NASFAA, and other Higher Education newsletters
    • Performs other duties as assigned.
    Requirements of the position include:
    • Three years related experience; leadership experience a plus
    • Bachelor’s Degree preferred
    • An equivalent combination of education and work experience may be considered
    • Experience preferred with financial aid processing software, such as CampusNexus and federally required software applications, including NSLDS, CPS, COD, and SAIG
    • Working knowledge of Federal, State, and other agencies policies and procedures regarding the participation of financial in different programs
    • In good standing with the Department of Education
    • Excellent written, verbal and interpersonal skills
    • Ability to communicate effectively and professionally with staff regarding financial aid
    • Ability to collaborate and work well with other departments
    • Ability to maintain a flexible work schedule including evenings and weekends
    • Ability to function efficiently and use good time management skills in a fast paced and demanding work environment
    • Ability to maintain concentration and attention to detail while working for extended periods of time
    • Proficient computer skills with specific emphasis on Microsoft Office products and student information systems, such as CampusNexus
    • Ability to sit for extended periods of time
    This job description lists the major responsibilities of the job title listed. By no means is the job limited only to the responsibilities listed. Cooperation between employees is expected during periods of heavier than normal workloads and revisions to these duties on either a temporary or permanent basis is possible.
    The Sullivan University System is an Equal Opportunity Employer.
  • 20 Days Ago

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Senior Financial Planning & Analysis Professional Information Technology (IT)
  • Humana
  • Louisville, KY FULL_TIME
  • Become a part of our caring community and help us put health first The Senior Financial Planning and Analysis Professional analyzes and forecasts financial, economic, and other data to provide accurat...
  • 12 Days Ago

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Assistant/Associate Director of Student Financial Planning
  • Hanover College
  • Hanover, IN FULL_TIME
  • Primary Function: As part of the office of student financial services, this fast-paced position will interact as a collaborative partner with the registrar, student life, student success and business ...
  • 1 Month Ago

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Financial Performance and Analysis Manager
  • Worley Careers
  • Edmonton, KY FULL_TIME
  • Building on our past. Ready for the future Worley is a global professional services company of energy, chemicals and resources experts headquartered in Australia. Right now, we’re bridging two worlds ...
  • 6 Days Ago

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Financial Planning Counselor
  • MKS2 Technologies
  • Fort Knox, KY FULL_TIME
  • Financial Planning Counselor The SFL-TAP Financial Planning Counselor is the SFL-TAP Center’s principal provider of financial planning to transitioning Service Members and their Family Members. The sp...
  • 19 Days Ago

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Director Sales Planning & Execution
  • Heaven Hill Brands
  • Louisville, KY FULL_TIME
  • This is a remote position with an ideal base location in Louisville, KY; Dallas, TX; or Miami, FL. Internal applicants that live outside of these areas are also eligible to apply. What the Role Is The...
  • 2 Days Ago

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0 Financial Planning and Analysis Director jobs found in Louisville, KY area

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Inventory Consultant
  • Dealer Trade Network Holdco LLC
  • Louisville, KY
  • Job Description Job Description Welcome to Dealer Trade Network, the vanguard of modern inventory solutions for franchis...
  • 4/23/2024 12:00:00 AM

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Chief Financial Officer
  • Guerin Woods
  • Georgetown, IN
  • Make a lasting impact on someone today! Our small 501(c)3 not-for-profit organization seeks a full-time Chief Financial ...
  • 4/22/2024 12:00:00 AM

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Senior Accountant, Financial Reporting - Corydon, IN
  • First Harrison Bank
  • Corydon, IN
  • This position is responsible for the preparation and publishing of all required SEC reports and filings, as well as the ...
  • 4/22/2024 12:00:00 AM

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Accounting Manager
  • Horan Hiring Solutions Llc
  • Louisville, KY
  • SUMMARY:Oversees all financial and accounting functions, including month-end reporting, Accounts Receivable, Accounts Pa...
  • 4/22/2024 12:00:00 AM

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Business Manager
  • New Hope Services Inc
  • Jeffersonville, IN
  • Job Description Job Description Starting pay rate: $60,000 - $75,000 annually Benefits start 1st of the month following ...
  • 4/21/2024 12:00:00 AM

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Chief Financial Officer
  • Guerin Woods
  • Georgetown, IN
  • Make a lasting impact on someone today! Our small 501(c)3 not-for-profit organization seeks a full-time Chief Financial ...
  • 4/21/2024 12:00:00 AM

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Sr. Administrative Assistant
  • Kentucky Community and Technical College System
  • Louisville, KY
  • Sr. Administrative Assistant Job no: 494281 Work type: Full-time Location: Louisville, KY Categories: Staff Title: Sr. A...
  • 4/20/2024 12:00:00 AM

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Staff Accountant (Louisville, KY or Remote)
  • Retireone, Inc.
  • Louisville, KY
  • Job Description Job Description Position Summary RetireOne is looking for a Staff Accountant to join its Finance team. Y...
  • 4/20/2024 12:00:00 AM

Louisville and Jefferson County have a combined area of 397.68 square miles (1,030.0 km2), of which 380.46 square miles (985.4 km2) is land and 17.23 square miles (44.6 km2) (4.33%) is covered by water. Louisville is southeasterly situated along the border between Kentucky and Indiana, the Ohio River, in north-central Kentucky at the Falls of the Ohio. Although situated in a Southern state, Louisville is influenced by both Southern and Midwestern culture. It is sometimes referred to as either one of the northernmost Southern cities or as one of the southernmost Northern cities in the United St...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Planning and Analysis Director jobs
$178,340 to $263,754
Louisville, Kentucky area prices
were up 1.2% from a year ago

Financial Planning and Analysis Director in Columbus, MS
If finance tries to meet every demand, including those that add little value, the quality of the analysis will suffer and strain limited resources.
December 12, 2019
Financial Planning and Analysis Director in Pocatello, ID
Generally speaking, the FP&A manager will be in charge of the processes that support an organization’s business health and strategy, and ensure basic financial survival.
February 10, 2020
Financial Planning and Analysis Director in Syracuse, NY
In other words, FP&A is about anticipation – making sure you get answers to questions that link planning and analysis to choices and strategic business decisions.
February 04, 2020