Talent.com
Lead, Financial Planning, Analysis and Investments (Kansas City)
Lead, Financial Planning, Analysis and Investments (Kansas City)Stowers Institute for Medical Research • Kansas City, MO, United States
Lead, Financial Planning, Analysis and Investments (Kansas City)

Lead, Financial Planning, Analysis and Investments (Kansas City)

Stowers Institute for Medical Research • Kansas City, MO, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

The Stowers Institute of Medical Research is seeking a Financial Planning, Analysis and Investments Lead. As a key member of the Finance team, the Financial Planning, Analysis & Investments Lead (the Lead) serves as a strategic partner to the CFO, with responsibilities spanning investments, budgeting and forecasting, financial modeling, KPI development and monitoring, and cash management in coordination with the accounting team to ensure the Institutes short- and long-term liquidity needs are met. The Lead will provide analytical insights to drive strategic decision-making, ensure financial discipline, and steward the Institutes long-term financial sustainability and asset growth. The Lead will also act as a trusted business advisor to Institute departments and will work collaboratively across the finance team.

The Lead will report to the Chief Financial Officer of the Institute and be an integral part of the finance and accounting team. The successful hire will also work alongside the Institutes Controller and Director of Financial Operations. The Lead will manage a team whose responsibilities include budgeting & forecasting, financial modeling, cash management, and oversight of the Institutes investment portfolio.

Key Responsibilities :

Financial Planning & Analysis

  • Partner with the CFO and Finance & Accounting leadership team to assess the financial implications of strategic and operational decisions across the Institute
  • Support the development and execution of the Institutes annual financial plan and run rate, ensuring alignment with organizational goals and long-term sustainability.
  • Working collaboratively on the finance and accounting team, design and implement financial models, dashboards and analytical tools to evaluate performance and measure the impact of business and financial decisions.
  • Lead analysis of historical and current financial performance, develop forecasts and budgets with variance analysis and actionable insights for department leaders.
  • Manage the FP&A team responsible for management reporting, annual budgeting, and quarterly forecasting processes, ensuring accuracy, timeliness, and engagement with department stakeholders.
  • Oversee cash flow forecasting and long-term commitment management to ensure liquidity needs are met and financial stability is maintained.
  • Partner with the Controller to verify accuracy, reconciliation, and integrity of financial data used for management reporting.
  • Develop advanced quantitative and analytical models to support scenario analysis, capital planning, and strategic initiatives.

Investments

  • Oversee the investment portfolio and outsourced investment manager to ensure alignment with the Institutes investment approach, in support of long-term growth, diversification, and risk-adjusted returns.
  • Conduct ongoing due diligence on investment managers and holdings, including validation of asset ownership, valuation, and identification of material organizational or market changes affecting the portfolio.
  • Serve as Institutes subject matter expert and primary point of contact for all investment matters.
  • Manage investment data, reporting, and analytics developing monthly performance reports, portfolio monitoring dashboards, and insights to inform strategic decision-making.
  • Partner with the accounting team to ensure accurate fair value reporting of investments and maintain supporting documentation.
  • Collaborate with the CFO to prepare and present investment performance, asset allocation, returns, and yield analyses for Board reporting.
  • Qualifications :

  • A minimum of 7-10 years of finance, budgeting, capital, and decision support experience within an equally complex organization as the Stowers Institute for Medical Research (e.g., multiple legal entities and structures).
  • Bachelors degree in finance, Accounting or related field is required; MBA, CFA, or CPA preferred.
  • Experience in previous, applicable financial planning and analysis or investment oversight, or related roles.
  • Advanced knowledge of business processes in strategic planning, financial modeling, budgeting, financial reporting, cost benefit analysis, and demonstrated ability conducting complex problem solving is anticipated.
  • Advanced proficiency in financial modeling, forecasting, and analytics (Excel, Power BI, or equivalent tools). Technology adeptness is important.
  • Demonstrated leadership ability and experience collaborating with executive leadership.
  • Excellent communication skills with the ability to distill complex financial information into clear insights for diverse audiences.
  • Possesses a tenacious work ethic, reliability, and sense of urgency as appropriate; with dedication to meeting deadlines, often with time to spare.
  • To Apply

    Submit the requested documents to careers@stowers.org or to Administration Department, Stowers Institute for Medical Research, 1000 E. 50th Street, Kansas City, MO 64110.

    Requested Documents

  • Current Resume
  • Cover Letter
  • [job_alerts.create_a_job]

    Financial Planning • Kansas City, MO, United States

    [internal_linking.similar_jobs]
    Financial Advisor (Kansas City)

    Financial Advisor (Kansas City)

    Accounting Career Consultants, ACC Legal & HR Career Consultants • Kansas City, MO, United States
    [job_card.full_time]
    Why This Is a Great Opportunity.Join a 100% employeeowned advisory firm with over a century of service and a strong reputation for clientfirst culture. Work in an environment where your book is your...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Consultant-Sales-Kansas City, MO

    Business Consultant-Sales-Kansas City, MO

    Hunter Engineering Company • Grandview, MO, US
    [job_card.full_time]
    Looking to build your career with a company that values.Business Consultant-Sales Representative for our Kansas City, MO market. A well-established sales record.Superior relationship-based sales ski...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Housekeeper

    Housekeeper

    Healthcare Services Group, Inc. • Louisburg, KS, US
    [job_card.full_time]
    Join Healthcare Services Group (HCSG) as a Housekeeper, where you will play a vital role in maintaining a clean and safe environment in a long-term care facility. At HCSG, we are passionate about po...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Manager, O2C Financial Systems (Zuora)

    Manager, O2C Financial Systems (Zuora)

    Relativity • Kansas City, MO, United States
    [job_card.full_time]
    This role will be the end-to-end process subject matter expert, own Zuora platform operations, and lead project teams supporting our Billing / Collections and Revenue Accounting teams' initiatives.Th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Planning Associate

    Financial Planning Associate

    Prime Capital Financial • Leawood, KS, US
    [job_card.full_time]
    Financial Planning team, responsible for supporting financial advisors in delivering a high-quality, personalized planning experience to clients. Reporting to the Director of Financial Planning, thi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sr Business Development Partner (Heartland Territory- IA, NE, MO, KS)

    Sr Business Development Partner (Heartland Territory- IA, NE, MO, KS)

    Compeer Financial • Kansas City, MO, United States
    [job_card.full_time]
    ProPartners Financial is the largest provider of credit programs for the direct sellers of crop inputs and seed in the nation with locations in St. Join us and be part of one of the most important a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Lead Business Analyst (Kansas City)

    Lead Business Analyst (Kansas City)

    CB Partners, LLC • Kansas City, KS, United States
    [job_card.full_time] +1
    Kansas City, KS | Full-Time | Professional Services.Are you a big picture thinker who can also get deep into the data? A growing, mission driven organization is seeking a.This is a great opportunit...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry Level Sales Representative

    Entry Level Sales Representative

    Alleviation Enterprise LLC • Belton, MO, US
    [job_card.full_time]
    We are currently in search of an ambitious and self-disciplined individual.This position is designed for those at an entry level, and while prior sales experience is appreciated, it is not a requir...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Everie Egg Donor

    Everie Egg Donor

    Everie • Freeman, MO, United States
    [job_card.full_time] +1
    Generous compensation : $9,000-$15,000 for first-time donors, with potential.Comprehensive medical care from top fertility specialists. Support and guidance from the Everie team.As an Everie Egg Dono...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Representative

    Financial Representative

    Guardian Kansas City • Overland Park, KS, US
    [job_card.full_time]
    Guardian Kansas City is seeking an Associate Financial Specialist to join our growing team in Overland Park, KS.In this role, you’ll collaborate with individuals and families to des...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Speech Language Pathologist - $1,739 per week

    Travel Speech Language Pathologist - $1,739 per week

    TNAA TotalMed Allied • Belton, MO, United States
    [job_card.full_time]
    TNAA TotalMed Allied is seeking a travel Speech Language Pathologist for a travel job in Belton, Missouri.Job Description & Requirements. We are looking for a Speech-Language Pathologist (SLP) for a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investment Consultant- Leawood, KS

    Investment Consultant- Leawood, KS

    Charles Schwab • LEAWOOD, KS, United States
    [job_card.full_time]
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry toge...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Entry-Level Remote Sales Representative - (Full Training Provided)

    Entry-Level Remote Sales Representative - (Full Training Provided)

    Lifepro Recruitement • Platte City, MO, US
    [filters.remote]
    [job_card.full_time]
    LifePro Recruitment, is expanding nationwide and looking for motivated individuals to join our growing team of remote sales professionals. Whether you’re new to sales or already licensed, we p...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Speech Language Pathologist - $1,974 per week

    Travel Speech Language Pathologist - $1,974 per week

    American Traveler • Belton, MO, United States
    [job_card.full_time]
    American Traveler is seeking a travel Speech Language Pathologist for a travel job in Belton, Missouri.Job Description & Requirements. American Traveler is seeking a Speech-Language Pathologist with...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Finance Specialist

    Senior Finance Specialist

    SuperAnnotate • Kansas City, Kansas, US
    [filters.remote]
    [job_card.full_time]
    In this hourly, remote contractor role, you will review AI-generated finance analyses and / or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while pro...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Personal Trainer - Parkville, MO

    Personal Trainer - Parkville, MO

    Svetness Personal Training • Parkville, MO, US
    [job_card.full_time]
    Are you a dedicated and motivated personal trainer looking to make a significant impact on individuals' lives? We are actively seeking exceptional trainers to join our team and deliver personal...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Financial Analyst

    Senior Financial Analyst

    Busey Bank • Leawood, KS, United States
    [job_card.full_time]
    The Senior Financial Analyst is responsible for management reporting, financial modeling, budgeting and forecasting, benchmarking and peer analysis, and other value-added financial analysis to assi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Speech Language Pathologist - $1,671 per week

    Travel Speech Language Pathologist - $1,671 per week

    RCM HealthCare Travel • Belton, MO, United States
    [job_card.full_time]
    RCM HealthCare Travel is seeking a travel Speech Language Pathologist for a travel job in Belton, Missouri.Job Description & Requirements. Speech Language Pathologist / SLP | Administrative.Valid lice...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]