Chief of Staff to the Chief Financial Officer

Merrimack College - North Andover, MA

Full-time - Mid Level

North Andover, MA

1,001-5,000 employees

Educational Services

About the position

The Chief of Staff to the Chief Financial Officer (CFO) plays a pivotal role in supporting the CFO in managing financial operations across various degrees, schools, and programs within Merrimack College. This position is responsible for overseeing financial-related projects, managing the CFO's budget and calendar, and leading special projects that align with the College's strategic goals. The Chief of Staff will also collaborate with cross-functional teams to ensure fiscal responsibility and efficiency in financial operations.

Responsibilities

• Lead and manage financial projects from conception through completion, ensuring they are delivered on time, within scope, and on budget.
• Collaborate with cross-functional teams to identify project objectives, define scope, develop project plans, and track progress.
• Monitor project performance using appropriate systems, tools, and techniques to identify and manage risks, and communicate project status to stakeholders.
• Oversee and manage the financial operations for specific degrees, schools, and programs, ensuring fiscal responsibility and alignment with the institution's goals.
• Analyze and report on financial performance for these areas, identifying opportunities for cost savings and efficiency improvements.
• Provide financial modeling, forecasting, and budgetary support to deans, directors, and department heads.
• Assist the CFO in developing and managing the overall budget for the college, including specific allocations to departments, schools, and programs.
• Manage the CFO's budget, ensuring accuracy, efficiency, and alignment with strategic goals.
• Prepare and present financial reports, budget projections, and variance analyses to the CFO and other stakeholders.
• Implement budget controls and ensure compliance with financial policies and procedures.
• Coordinate and manage the CFO's calendar, including scheduling meetings, appointments, and ensuring time is allocated for key financial discussions.
• Prioritize and handle urgent requests for time and meetings, ensuring alignment with the CFO's priorities.
• Work closely with internal and external stakeholders to coordinate meetings, events, and other engagements.
• Lead special projects as directed by the CFO, ranging from financial analyses to strategic initiatives that impact the overall financial health of the institution.
• Conduct research, compile data, and prepare reports to support the CFO in decision-making processes.
• Manage ad hoc financial tasks and projects as they arise, adapting to changing priorities and needs.
• Work closely with the CFO and other senior leaders to align financial strategies with the institution's academic and operational objectives.
• Serve as a liaison between the CFO's office and various departments, providing financial insights and support as needed.
• Identify opportunities to improve financial processes, systems, and tools within the institution.

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA preferred.
• Minimum of 5-7 years of experience in financial management, project management, or a related role, preferably within higher education.
• Strong knowledge of financial planning, budgeting, and analysis.
• Proven experience in managing complex financial projects and budgets.
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels.
• Proficiency in financial software and project management tools (e.g., Excel, Questica, or similar platforms).

Benefits

• Health insurance
• Dental insurance
• Retirement plan
• Paid time off
• Professional development opportunities