Senior Director; Finance Leader), Financial Management Reporting Strategy and Reporting Center

Department

FINANCIAL ENTERPRISE ENGAGEMEN (UA-FEE-IUBLA)

The Senior Director of Financial Management Reporting Strategy and Reporting Center of Excellence is a transformative leadership role designed for a visionary financial professional who thrives at the intersection of data, technology, and institutional strategy. This position is housed within the VPCFO organization and reports directly to the Associate Vice President of Financial Enterprise Engagement.

• Initially, this position serves as the architect and project leader responsible for modernizing our financial managementreporting strategy, evaluating our current capabilities, and implementing the cutting-edge technology required to elevate our financial intelligence. Upon the successful deployment of thisframework, this position establishes, scales, and leads a permanent
  
  Finance Reporting Center of Excellence (CoE), serving as a criticalstrategic partner to academic and administrative leaders across the institution.
• Supports the Associate Vice President Financial Enterprise Engagement in leading and implementing Project Horizon, the Indiana University Financial Transformation Initiative. Project Horizon isthe initiative to modernize IU's overall financial operations and systems to align them with the needs of a multi-billion dollar,public higher education institution with multiple R1 campuses. Thegoal of the initiative is to create a culture of fiscal responsibility and accountability to ensure the financial healthand strength of IU now and in the future.
• Establish an institution-wide financial management reportingframework that defines core metrics, standardizes report cadences,and creates a clear reconciliation crosswalk between accountingresults and management reporting results.
• Evaluates existing reporting tools, data structures, processes,and team capabilities across all campuses to identify gaps and establish future-state KPIs for academic and administrativedecision-making.
• Partners with UITS and external vendors to assess, select, and implement middle-layer reporting and business intelligence tools(e.g., Tableau, Power BI) and leverage AI solutions for advancedfinancial analysis.
• Defines enterprise data governance policies, establishing clearboundaries between technical tool ownership and functional contentownership to ensure reporting integrity.
• Launches and leads a permanent Financial Reporting Center of Excellence that consolidates reporting functions, manages agoverned enterprise report portfolio, and reduces reliance onad-hoc, unit-built solutions.
• Develops and maintains standardized executive reporting packages and performance scorecards, providing senior leadership and campuses with unified financial views for results summary,trend analysis and strategic planning.
• Structures, recruits, and mentors a high-performing team ofdata analysts and BI specialists, fostering a customer-centricservice model for central and campus partners.
• Oversees university-wide training, adoption, and change management strategies to empower fiscal officers, deans, andexecutives to effectively navigate and utilize new financialtools.
• Acts as the primary financial liaison across campuses to translate complex data into actionable insights, while introducingpredictive analytics, rolling forecasts, and scenario modeling to institutional leadership.

• Oversees the analysis of financial performance in universityunits.
• Prepares and presents financial analyses and recommendations totop-level university management.
• Creates financial models and analyses of financial and operational metrics to evaluate and direct business performance.

Combinations of related education and experience may be considered. Education beyond the minimum required may be substituted for work experience. Work experience beyond the minimum required may be substituted for education.

• Bachelor's degree in accounting, finance, or related field(data analytics, information systems)

• Master's degree (MBA, or related discipline)

• 5 years in finance, financial administration, accounting, orrelated field