DIRECTOR, FINANCIAL PLANNING AND REPORTING, SOM

The University of Texas Rio Grande Valley

$90K — $120K *
Healthcare
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Business Administration or closely related field.
  • 5-7 years of progressive experience in financial planning and reporting, including supervisory roles.
  • Experience in complex financial analysis and budget management.
  • Strong verbal and written communication skills.
  • Excellent attention to detail and analytical capabilities.

Responsibilities

  • Direct and review monthly financials and end-of-year projections.
  • Implement and manage the annual School of Medicine budget.
  • Analyze and report on financial performance and budget compliance.
  • Provide financial analysis to support budgetary and operational decisions.
  • Supervise the finance unit and train assigned staff.
  • Prepare and analyze financial reports on departmental profit and loss statements.
  • Cultivate relationships with internal and external stakeholders.

Benefits

  • Full-time employment with additional responsibilities that may include some travel.
  • Opportunity to make substantial impacts on financial strategy within the School of Medicine.
  • Engagement with multiple departments across the University, enhancing interdepartmental collaboration.
  • A role that is pivotal in financial oversight and compliance with regulations.
Full Job Description
Posting Details

Position Information

Posting Number
SRGV9040

Working Title
DIRECTOR, FINANCIAL PLANNING AND REPORTING, SOM

Number of Vacancies
1

Location
Harlingen, Texas

Department
School of Medicine / Finance and Administration

FTE
1.0

FLSA
Exempt

Scope of Job

To provide leadership and oversight for strategic financial planning, financial reporting and budgetary planning and processes across the School of Medicine.

Description of Duties
  • Directs, manages, reviews and reports on monthly financials and end of year projections including analyzing and providing variance explanations.
  • Directs the planning and implementation of the annual SOM budget and develops long-term budget projections.
  • Manages the daily operations of assigned finance unit.
  • Supports the Associate Vice President, Financial Planning, SOM, by providing financial analysis, interpretation, and decision support for informed budgetary, planning, and operational decisions.
  • Provides leadership, direction, technical advice, and assistance to administrators regarding budget formulation, analysis, review, and compliance with the appropriate utilization of budgets/funds across the School of Medicine. Responsible for the oversight over short and long-range planning, financial analysis, budget development and financial reporting compliance monitoring for the School of Medicine.
  • Performs analysis and makes recommendations on complex financial methodologies involving revenues and expenses, across fund groups.
  • Directs, reviews and reports on financial, accounting and statistical data to internal and external users.
  • Oversees, prepares and analyzes financial reports on quarterly actuals and annual projected department profit and loss statements.
  • Monitors revenue and expenditures by generating and analyzing reports in order to provide recommendations to correct or improve the SOM's financial position.
  • Develops objectives and activities based on department goals.
  • Coordinates and reviews various academic financial reports, financial position forecasts, annual budgets, and/or salary reports required by external agencies. Assigns, trains, supervises, and evaluates the work of the assigned staff.
  • Promotes organization policies and procedures in compliance with local, state, and federal rules and regulations
  • Serves as SOM accounting, finance, budget liaison to various University departments.
  • Monitors the formulation and coordination of projects or event specifications, requirements for contracts and proposals, and associated documents.
  • Provides oversight for all administrative and personnel matters and transactions needing review and approval.
  • Reviews plant project requisitions and prepares analyses and recommendations for Associate VP Financial Planning SOM approval.
  • Develops, cultivates, and maintains working relationships with internal/external departments/agencies and other organizations.
  • Performs other duties as assigned.


Supervision Received

General supervision from assigned supervisor.

Supervision Given

Direct supervision of assigned staff.

Required Education

Bachelor's degree in Accounting, Finance, Business Administration or closely related field from an accredited university.

Preferred Education

Master's degree in Accounting, Finance, Business Administration or closely related field from an accredited University.

Licenses/Certifications

None.

Required Experience

Five (5) years of progressive professional experience in complex financial planning and reporting to include supervisory experience.

Preferred Experience

None.

Equipment

Use of standard office equipment, personal computer, and audio/visual equipment.

Working Conditions

Needs to be able to successfully perform all required duties. Work is performed primarily in a general office environment. Some travel and weekend work is required. Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. UTRGV is a distributed institution, which may require presence at multiple locations throughout the Rio Grande Valley.

Other

Exceptional planning and organizational skills. Strong analytical and attention to detail skills. Excellent verbal and written communication skills. Ability to translate complex financial data into actionable insights for executive leadership decision-making.

Physical Capabilities

N/A

Employment Category
Full-Time

Minimum Salary
Commensurate with Experience

Posted Salary
Commensurate with Experience

Position Available Date
07/20/2026

Grant Funded Position
No

If Yes, Provide Grant Expiration Date

Posting Detail Information

Special Instructions to Applicants

Dear Applicant,

Human Resources will not be held responsible for redacting any confidential information from the documents you attach with your application. The confidential information includes the following:

Date of BirthSocial Security Number
GenderEthnicity/Race

Please make sure that you omit this information prior to submission. We are advising that Human Resources will be forwarding your application to the department as per your submission.

If you have any questions, please do not hesitate to contact us at (956)665-8880 and/or [email protected].

Additional Information

UTRGV is a distributed location institution and working location is subject to change based on need.

All UTRGV employees are required to have a criminal background check (CBC). Incomplete applications will not be considered.

Substitutions to the above requirements must have prior approval from the VP of HR & Regulatory Affairs.

Quick Link
https://careers.utrgv.edu/postings/51702

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