Program Description

The NYU Finance Academy aims to provide a core set of competencies, including best practices and knowledge of NYU finance processes and policies and related technical skills, for administrators in finance related positions to expand their knowledge base, equip them with a foundational set of skills and knowledge, and expand their networks and contributions.

Target Audience:

Mid-level (Band 53/54), employees in good standing who will benefit from an immersive curriculum, can commit to the time for the sessions, apply the learning to their work, and have at least 50% of their responsibility in one or more of the following areas:

  • Budget and Planning
  • Financial Analysis
  • Accounting and Reporting
  • Grants Administration
  • Financial Compliance, Internal Audit or Risk Management
  • Financial Operations and Treasury

Program Details:

A curriculum consisting of seven required courses over eight sessions and a minimum of one elective course (from an offering of three electives). Courses will be offered on a monthly basis as in-person modules


Content Area Course Type Instructor Proposed Date
Introductory Survey Course Required Stephanie Pianka
Kerri Tricarico
Beth Davidovich
September 14, 2021
Budgeting 1 Required TBD October 13, 2021
Budgeting 2 Required TBD November 10, 2021
Designing, Creating, and
Validating Financial Models and
Developing Tuition Forecasts
Required Anthony Perez
Thomson Lai
December 14, 2021
Variance Reporting and Analysis Required
TBD January 12, 2022
Not-For-Profit Finance, Treasury,
Investment Management,
Endowments and Operations
Elective Janine Wilcox
Jeff Rathgeber
February 16, 2022
Fundraising and Gifts 
Required Helen Macleod-Brewer
David Ngo
March 16, 2022
Sponsored Programs and
Research Administration
Required Nancy Daneau
David Ngo
April 13, 2022
Financial Communication
and Reporting
Elective Lisa Franciosa
Kerri Tricarico
May 11, 2022
Enterprise Risk Management Required Jasmine de Nully June 15, 2022
Using Tools, including Artificial
Intelligence, to Automate Financial
Elective Deloitte and
Beth Davidovich
July 13, 2022
Capstone Presentation
highlighting synthesis and
application of key concepts
Required Stephanie Pianka
Eric Loffswold
and selected SMEs
August 17, 2022


  • Seven courses over eight sessions will be required for all participants.
  • Participants will be required to complete a minimum of one elective and are encouraged to complete all additional electives.
  • Prerequisite coursework (i.e. iLearn courses, Lynda modules) may be required by instructors.
  • Participants will be assessed through a capstone presentation and will submit a final paper that summarizes their progress on how they applied the concepts that they learned in their work at the schools/departments.

Application Process and Timeline

Participants will self-nominate by completing a Qualtrics survey by no later than June 30, available at http://bit.ly/nyu_finance_academy  Their supervisors will also be asked to provide a letter of recommendation and to confirm funding support ($1,500 per participant). Applications will be reviewed by School/Unit FOs, the Executive Sponsor, and the Project Team. All participants will be notified of their status by early August 2021. Accepted participants will be expected to attend all required modules in-person.

For questions about the program please contact finance.academy@nyu.edu.