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Associate Director, Financial Planning

Columbia Business School

Associate Director, Financial Planning

  • 531353
  • Manhattanville
  • Columbia Business School
  • Full Time
  • Opening on: Jan 26 2023
  • Grade 13
  • Job Type: Officer of Administration
  • Bargaining Unit:
  • Regular/Temporary: Regular
  • End Date if Temporary:
  • Hours Per Week: 35
  • Salary Range: $83,000 - $101,000

Position Summary

Reporting to the Senior Director for Budget and Financial Reporting and working closely with the Senior Executive Director of the Financial Planning Office, the Associate Director is responsible for independently managing the reconciliation of financial activities across departments and programs at Columbia Business School. The Associate Director serves as a resource to departments and programs for specialized knowledge of budget preparation, financial reporting, and reconciliation. S/he is responsible for creating and maintaining financial reports for faculty, administration, and students.


  • Strategically manages the review and reconciliation of revenue, ensuring all accounting systems accurately reflect department or program activity, including receipts, billing, and deferments. Reconciles internal, external records, and University accounts.
  • Analyzes financials, including the variance from budget for all CBS accounts. Monitors income and expense activities to ensure compliance with budgetary guidelines. Responsible for identifying problems, making recommendations, and implementing solutions regarding budget issues. Works in partnership with internal and external constituents to research and independently resolves problems with overdrafts and budget errors, as needed.
  • Manages the preparation of the school’s operating budget according to School guidelines, ensuring compliance with University policies and guidelines. Consolidates all departmental submissions. Makes recommendations for updates based on the review of trends, including prior year performance, etc. Ensures the approved budget is reflected accurately and timely in the University’s accounting systems.
  • Creates, maintains, and produces an accurate and complex suite of reports for Senior Leadership of the School. Prepare ad hoc financial analyses and reports as necessary.
  • Responsible for analysis and confirmation of all Executive MBA program revenues. Reviews and assists with procedures for billing, accounting, and reconciliation.
  • Responsible for processing monthly and quarterly financial transactions for administration, faculty, and students. Works in close collaboration with the FPO team and CBS staff to complete all monthly, quarterly and year -end transactions. Works with the Senior Director in completing variance analyses, quarterly financial updates in the budget tool, clearing suspense and other financial transactions and analyses to meet school and University deadlines. Analyzes ARC projects, responds to inquiries and makes any adjustments as necessary.
  • Works with various CBS departments to manage their financial accounting transactions. Works with these departments independently to determine the appropriate steps for nuanced requests. Monitors and reports on financial activity to Senior Leadership. Establishes their budgets and audits process for compliance with school policies and procedures.
  • Participates in the completion of special projects, such as Long-Term Planning, and 990 reporting.
  • Prepares fiscal year-end transactions and schedules, to ensure the school meets all deadlines set by the University. Conducts independent financial audits when required. 
  • Performs other related duties as assigned.

  • Minimum Qualifications

    Bachelor's degree required. Advanced degree desirable. Minimum of 4-6 years of related experience required. 

    Must have demonstrated excellent interpersonal and communication skills.  Must possess strong quantitative skills with a high degree of proficiency in spreadsheets, including Excel. Strong organizational, problem-solving and customer-service skills required.  Must be detail oriented and able to prepare reports and recommendations based on thorough financial analysis. Ability to act proactively, and a demonstrated ability to work independently and handle multiple projects simultaneously. Deadline driven with good time management skills.  Accounting and reporting skills required. Ability to work with confidential data and demonstrate discretion in all interactions.

    Preferred Qualifications

    Experience in CU Payroll and Accounting Systems (ARC, PAC)


    Equal Opportunity Employer / Disability / Veteran

    Columbia University is committed to the hiring of qualified local residents.

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