Lead, Financial Planning, Analysis and Investments

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 Institute's 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 Institute's 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 Institute's 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 Institute's 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 Institute's 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 Institute's 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 Institute's 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). Bachelor's 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. 50 th Street, Kansas City, MO 64110.

Requested Documents

Current Resume Cover Letter