Financial Planning & Analysis (FP&A) Lead
Company Description
BPM Advisors, LLC, is a management consulting and corporate turnaround firm established in 2003. Headquartered in Los Angeles, California, the company specializes in providing comprehensive business solutions that are customized, executable, and sustainable. Our consultants bring a wealth of experience and operational expertise to enhance the performance of organizations. We serve a diverse client portfolio spanning North America, Latin America, the Caribbean, and Asia.
Position Overview
This is a contract role for an FP&A Lead located in Austin, TX area, with some work-from-home flexibility. The FP&A Lead will oversee the University’s financial planning, budgeting, and forecasting processes. This role requires strategic alignment of financial goals with institutional priorities and collaboration with senior leadership to drive data-informed decision-making.
Key Responsibilities
• Develop multi-year financial forecasts, incorporating enrollment trends, funding changes, and capital project impacts.
• Design dynamic financial models for scenario analysis (e.g., revenue diversification, cost optimization).
• Create executive-level dashboards using tools like Workday Adaptive Planning, Power BI, or Tableau.
• Lead variance analysis and present findings to stakeholders, including actionable recommendations.
• Identify automation opportunities using AI/ML tools (e.g., invoice processing, predictive analytics).
• Mentor junior analysts and ensure compliance with GASB/GAAP standards.
Qualifications
• Education: Bachelor’s degree in Finance, Accounting, or related field (MBA preferred).
• Certifications: CPA, CMA, or PMP required.
• Experience:
• 7+ years in FP&A, with 3+ years in higher education or large public institutions.
• Expertise in ERP systems (Workday Financials, PeopleSoft) and data visualization tools.
• Skills:
• Advanced Excel (pivot tables, macros), SQL, and statistical analysis.
• Familiarity with AI/ML applications in finance (e.g., robotic process automation).
Preferred
• Experience with UT System or Tier 1 research universities.
• Knowledge of Texas state funding models and compliance requirements.
Company Description
BPM Advisors, LLC, is a management consulting and corporate turnaround firm established in 2003. Headquartered in Los Angeles, California, the company specializes in providing comprehensive business solutions that are customized, executable, and sustainable. Our consultants bring a wealth of experience and operational expertise to enhance the performance of organizations. We serve a diverse client portfolio spanning North America, Latin America, the Caribbean, and Asia.
Position Overview
This is a contract role for an FP&A Lead located in Austin, TX area, with some work-from-home flexibility. The FP&A Lead will oversee the University’s financial planning, budgeting, and forecasting processes. This role requires strategic alignment of financial goals with institutional priorities and collaboration with senior leadership to drive data-informed decision-making.
Key Responsibilities
• Develop multi-year financial forecasts, incorporating enrollment trends, funding changes, and capital project impacts.
• Design dynamic financial models for scenario analysis (e.g., revenue diversification, cost optimization).
• Create executive-level dashboards using tools like Workday Adaptive Planning, Power BI, or Tableau.
• Lead variance analysis and present findings to stakeholders, including actionable recommendations.
• Identify automation opportunities using AI/ML tools (e.g., invoice processing, predictive analytics).
• Mentor junior analysts and ensure compliance with GASB/GAAP standards.
Qualifications
• Education: Bachelor’s degree in Finance, Accounting, or related field (MBA preferred).
• Certifications: CPA, CMA, or PMP required.
• Experience:
• 7+ years in FP&A, with 3+ years in higher education or large public institutions.
• Expertise in ERP systems (Workday Financials, PeopleSoft) and data visualization tools.
• Skills:
• Advanced Excel (pivot tables, macros), SQL, and statistical analysis.
• Familiarity with AI/ML applications in finance (e.g., robotic process automation).
Preferred
• Experience with UT System or Tier 1 research universities.
• Knowledge of Texas state funding models and compliance requirements.
