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

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 management reporting strategy, evaluating our current capabilities, and implementing the cutting-edge technology required to elevate our financial intelligence. Upon the successful deployment of this framework, this position establishes, scales, and leads a permanent Finance Reporting Center of Excellence (CoE), serving as a critical strategic 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 is the 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. The goal of the initiative is to create a culture of fiscal responsibility and accountability to ensure the financial health and strength of IU now and in the future.
• Establish an institution-wide financial management reporting framework that defines core metrics, standardizes report cadences, and creates a clear reconciliation crosswalk between accounting results 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 administrative decision-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 advanced financial analysis.
• Defines enterprise data governance policies, establishing clear boundaries between technical tool ownership and functional content ownership to ensure reporting integrity.
• Launches and leads a permanent Financial Reporting Center of Excellence that consolidates reporting functions, manages a governed enterprise report portfolio, and reduces reliance on ad-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 of data analysts and BI specialists, fostering a customer-centric service model for central and campus partners.
• Oversees university-wide training, adoption, and change management strategies to empower fiscal officers, deans, and executives to effectively navigate and utilize new financial tools.
• Acts as the primary financial liaison across campuses to translate complex data into actionable insights, while introducing predictive analytics, rolling forecasts, and scenario modeling to institutional leadership.

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

• Bachelor's degree in accounting,…