Assistant Vice President for Planning, Treasury, and Risk

Treasury Department, Rose Hill, Lincoln Center

Fordham University

Fordham University has an excellent reputation as a dynamic institution located in New York City.  Founded in 1841, Fordham enrolls more than 16,000 undergraduate and graduate students in its 9 Colleges and Schools. 

• Fordham University offers a comprehensive and competitive benefits package to its employees, which includes medical, dental, vision, life, and disability insurance.
• We offer tuition remission for employees and their dependents 
• A generous employer match towards a 403(b) retirement plan.
• As a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code (IRC), Fordham is considered a qualifying employer for the Public Service Loan Forgiveness (PSLF) program, a federal program designed to forgive student loan debt for employees of certain public and certain nonprofit employers.
• As part of its work-life balance program, the University provides generous PTO including 15 vacation days, 12 sick days, 4 personal days, 6 summer Fridays, and holidays that include paid time off between Christmas and New year.  
• University employees have access to the Employee Assistance Program (EAP). EAP provides no-cost, professional, and confidential services, to help employees and family members address a variety of personal, family, life, and work-related issues.

Position Summary

Reporting to the Vice President for Finance and Assistant Treasurer, the Assistant Vice President (AVP) for Planning, Treasury, and Risk is a strategic leadership position responsible for optimizing Fordham University’s financial framework.

Serving as a key advisor to senior leadership, this role oversees treasury operations, enterprise risk management, and financial modeling and forecasting. The AVP ensures data-driven financial decisions align with institutional priorities, support mission achievement, and drive long-term financial sustainability across academic and administrative units.

Essential Functions        

Treasury and Cash Management

• Oversees the University’s treasury operations and banking relationships, including cash management, liquidity planning, debt portfolio management, ensuring resources are available to support strategic initiatives and align with institutional goals.

Enterprise Risk Management (ERM)

• Designs and implements a comprehensive risk management framework to identify, assess, and mitigate financial, operational, and strategic risks, optimizing resource allocation while managing exposure.
• Develops and oversees the University’s insurance strategy and portfolio, collaborating with brokers and insurers to ensure adequate coverage for assets and emerging risks, minimizing financial loss and safeguarding operations.
• Advises senior leadership on emerging financial risks, external factors, and internal challenges, fostering a culture of risk awareness and proactive management to support institutional growth and mission achievement.

Decision Modeling and Financial Planning

• Develops sophisticated financial models that inform strategic decisions, integrating academic, operational, and financial considerations to prioritize investments that drive mission success and financial sustainability.
• Leads scenario analysis and forecasting efforts to project long-term financial outcomes, ensuring that financial resources are allocated to initiatives with the highest potential for positive impact.

Budget Planning and Forecasting

• Leads the University’s budget process, ensuring that all resource allocation reflects strategic priorities, including academic excellence, student support, and faculty development.
• Develops long-term financial forecasts that balance short-term operational needs with long-term growth opportunities, ensuring that the University remains financially robust while achieving its mission.

Mission Achievement with Financial Sustainability

• Develops and implements financial strategies to directly support the University’s academic mission through targeted investments in areas like faculty recruitment, student success programs, and research initiatives.
• Ensures financial resources are strategically allocated to high-priority activities and evaluates opportunities for innovation and growth based on their potential to advance the mission and create sustainable value, aligning with both University goals and financial capacity.

Essential Functions Note

This list is not intended to be an exhaustive list.

The University may assign additional related duties as necessary.

Management Responsibilities  

Provides strategic leadership and supervises others who supervise. Responsible for hiring, training, developing, managing performance, administering corrective action, makes compensation decisions and for managing strategic views at a high level.

Required Qualifications: Education and Experience        

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field is required.
• Minimum of 8 years of leadership experience in treasury, financial risk management, budget planning, and strategic financial decision-making, ideally within higher education, large non-profit organizations, or complex corporate environments.

Required Qualifications: Knowledge and Skills     

• Proven ability to think strategically, anticipate financial challenges and opportunities, develop adaptable strategies, and guide the institution towards sustainable growth.
• Demonstrated understanding of financial planning, decision modeling, scenario analysis, forecasting, and enterprise risk management principles, with experience in developing and executing strategies that balance short-term needs with long-term sustainability while mitigating risks.
• Exceptional communication skills, with the ability to effectively collaborate across departments and with senior leadership, translating complex financial concepts into actionable insights for diverse audiences.
• Strong analytical abilities in interpreting and managing financial data, assessing financial performance, and providing clear, data-driven recommendations to inform strategic decision-making and align financial strategies with institutional goals.
• Strong leadership skills with proven experience in strategic thinking, developing and executing financial plans, driving operational excellence through process improvement, and leading cross-functional projects and teams.
• Advanced proficiency in Microsoft Excel, along with familiarity with financial management software (e.g., Banner) and the broader Microsoft Office Suite.
• Successful candidates should have a knowledge of and commitment to the goals of Jesuit Education

Preferred Qualifications 

• Master’s Degree in Finance, Business Administration, Economics, or a related field is required.

Minimum Starting Salary: $200,000

Maximum Starting Salary: $225,000

Note: Salary is commensurate with qualifications, experience, and skills.

START DATE: ASAP

APPLY HERE: https://careers.fordham.edu/postings/9343

ABOUT FORDHAM

Founded in 1841, Fordham is the Jesuit University of New York, offering an exceptional education distinguished by the Jesuit tradition to more than 16,000 students in its 9 colleges and schools.  It has residential campuses in the Bronx and Manhattan, a campus in West Harrison, N.Y., the Louis Calder Center Biological Field Station in Armonk, N.Y., and the London Centre in the United Kingdom. 

Fordham University is committed to excellence through diversity and welcomes candidates of all backgrounds.

Fordham is an Equal Opportunity Employer – Veterans/Disabled and other protected categories