Essential Functions: Job Purpose:The Sr. Director of Budget and Planning reports to the Senior Associate Vice President for Finance and Deputy Chief Financial Officer and is the chief budget officer responsible for the coordination of the annual budget development process. The Sr. Director is a key member of the Finance leadership team and provides analysis and advice on budget and financial matters, including long-term financial forecasts and trends. The Sr. Director provides leadership to the Office of BudgetEssential Functions:Lead and direct the development of the University annual budget for the General Fund and Auxiliary Fund; develop preliminary budgets and scenarios; identify pertinent financial and budget issues; provide recommendations, coordinate the annual budget hearing processes; manage the budget development system, and compile the annual budget book for board approval. Serve as co-leader for the Budget Planning Council. Prepare the annual State Operating Budget request. Assist in the development of presentation materials for the Board of Governors', President's Cabinet, and other key stakeholders. Develop and maintain long-range budgetary financial models (e.g. multi-year budget planning) and develop budget policies and procedures to ensure consistency with University fiscal goals and objectives. Direct the development and maintenance of numerous databases for analysis, evaluation, and presentation of budget materials to University Administration, Board of Governors, legislators and other numerous external and internal parties. Monitor performance of the University's central accounts to ensure desirable levels; monitor the University's contingency reserve account; review and recommend action on exceptions to budget to include budget transfers and special carry forwards. Establish best practices for the preparation of short, medium, and long-term forecasts. Prepare interim forecasts, performance metrics and ad-hoc financial analysis as necessary. Develop strategies, review, and recommend budget model methodology that supports the priorities of each division while advancing the University as a whole. Ensure continuing consistency with University fiscal goals and objectives as outlined in the University's Strategic Plan. Provide advice and counsel on program and budget policy matters. Develop, maintain, and advise on budget policy.Lead a team of budget professionals and partner with the Division leadership to reach the University's long-term strategic goals. Provide direct leadership, plan and control day-to-day management of the Office of Budget and Planning. Manage and oversee the workflow of unit staff; establish organizational plans to meet operational mission and objective; direct and oversee selection, training and evaluation of subordinate personnel; determine appropriate staffing.Other duties as required.
Qualifications: MINIMUM QUALIFICATIONSEducation: Master's degreeMaster's Degree in Business Administration, Finance or Accounting, or an equivalent combination of education and/or experience. Experience: Expert (established subject matter expert, 7+ years experience) At least 7 years of progressively comprehensive experience developing budget processes in a large, complex environment, and related policy development and implementation. Previous management experience. Experience in higher education, healthcare, consulting and other complex/multi-faceted companies is preferred. Experience in implementation of new financial system(s), and working experience with Banner systems is preferred. Knowledge, Skills and AbilitiesExtensive knowledge of budgeting, planning and financial analysis. Considerable knowledge of computerized accounting systems, spreadsheets and data analysis. Excellent oral and/or written communication skills. Ability to speak persuasively to others. Knowledge of financial planning and budget management principles, policies, laws, and regulations, as applied to institutions of higher education. Considerable organizational skills, project management, analytical and problem solving skills. Ability to facilitate both the tactical and strategic elements of budget oversight. Proven ability to provide consultative leadership in a dynamic environment. Skill in examining and re-engineering operations and procedures, formulating policy, and developing and implementing new strategies and procedures. |
