Director of Budget, Financial Planning & Institutional Strategy
Stmarys CA, California, MO, United States
All Jobs > Director of Budget, Financial Planning & Institutional Strategy
Director of Budget, Financial Planning & Institutional Strategy Saint Mary's College of California
This position will provide planning and decision support for the College’s executive
leadership, business managers and others at Saint Mary’s College of California through
compilation, analysis and dissemination of information that contributes to sound decision-
making in the planning and allocation of resources and assessments of institutional
effectiveness. The Director will be responsible for planning and managing the College’s
strategic and operational planning processes, developing budgets and recommending
resource allocation. This includes an annual consolidated budget of $140+ million and
other resources. Under the direction of the Chief Financial Officer, the Director is
responsible for supporting the College’s teaching, research and mission by providing
quality financial, business and administrative services to the College community. The
Director will manage all aspects of the Budget Office, including the daily activities of the
College’s budget while ensuring compliance with policies, procedures, regulations and
statutes. The Director is a key participant in long‑term strategic planning and goal‑setting
to support the growth and development of the College as it embarks on its strategic plan.
Provide leadership in strategic planning and budget development by managing a process to solicit and review current and projected needs of all academic/administrative units
Evaluate defined priorities to clarify/reconcile programmatic objectives and scope for institution alignment with executive leadership and unit administrators
Monitor, update, and communicate adjustments to the budget as needed during the course of the annual cycle
Recommend and implement budget planning and monitoring programs and technology in concert with the financial goals and objectives of the College, divisions, and business initiatives
Develop, recommend, and implement financial planning policies and guidelines to support long‑term modeling, analysis, and financial support for Saint Mary’s strategic plan
Develop, recommend and implement budget policies and guidelines for the preparation of the annual and multi‑year budgets for Saint Mary’s College
Lead the annual budget development process, which includes the College’s Budget Committee and the President’s Senior Staff, and results in the annual consolidated operating budget for the College that is recommended to the Board of Trustees
Serve as the liaison with Human Resources for staff salary and benefit budget matters including position control, data development, analytics, and maintenance
Work with the Provost Office to maintain baseline faculty position data and budgets
Meet with Deans, Directors and other administrative staff to clarify the budgetary requirements and constraints, answer questions related to the preparation of the budget to assist the programs in the preparation of their requests
Direct and manage studies and analyses of budget performance and planning information to respond to internal and external queries and provide critical management information and other analysis to senior decision‑makers including developing financial models and preparing statistical analysis to illustrate these points
Coordinate with the College’s Controller to support the College’s cash flow projections and analyze the appropriate amount of operational liquidity throughout the fiscal year
Coordinate responses to inquiries and requests from the President’s Senior Staff and the Board of Trustees on Saint Mary’s budget performance including schedules and related analyses on the College’s revenues and expenditures/transfers
Coordinate with the College’s Controller to support information needed for management reporting Lead and serve as a resource to the College’s units/departments and others in implementing budgeting/accounting policies and guidelines
Develop the criteria, formats and guidelines to be used by Saint Mary’s College programs in the preparation of their annual and multi‑year budget requests
Other duties assigned
Requirements Qualifications Education:
Advanced degree in finance, public policy, public administration, business
administration, accounting or an equivalent field
Experience:
10+ years of progressively responsible experience in planning and budgeting
preferably in a university or nonprofit institution of equal or larger size
Skills/Abilities:
Significant experience in the use of technology (especially excel super user at first)
Commitment to understand and support Saint Mary’s College Lasallian principles
and further the mission, values and goals of the College
Strong analytical skills and the proven ability to plan, develop and execute creative
approaches to complex financial issues
Exceptional communication and interpersonal skills, as well as strong
organizational and management abilities
A commitment to inclusion and diversity and a demonstrated ability to work with
an increasingly diverse campus community
Ability to work effectively with school administrators, faculty, students and staff as
well as college administrators at various levels
Ability to handle multiple projects, set priorities, meet deadlines and maintain a
high level of performance in a fast‑paced environment with frequent interruptions
Ability to maintain a high level of confidentiality
#J-18808-Ljbffr
Director of Budget, Financial Planning & Institutional Strategy Saint Mary's College of California
This position will provide planning and decision support for the College’s executive
leadership, business managers and others at Saint Mary’s College of California through
compilation, analysis and dissemination of information that contributes to sound decision-
making in the planning and allocation of resources and assessments of institutional
effectiveness. The Director will be responsible for planning and managing the College’s
strategic and operational planning processes, developing budgets and recommending
resource allocation. This includes an annual consolidated budget of $140+ million and
other resources. Under the direction of the Chief Financial Officer, the Director is
responsible for supporting the College’s teaching, research and mission by providing
quality financial, business and administrative services to the College community. The
Director will manage all aspects of the Budget Office, including the daily activities of the
College’s budget while ensuring compliance with policies, procedures, regulations and
statutes. The Director is a key participant in long‑term strategic planning and goal‑setting
to support the growth and development of the College as it embarks on its strategic plan.
Provide leadership in strategic planning and budget development by managing a process to solicit and review current and projected needs of all academic/administrative units
Evaluate defined priorities to clarify/reconcile programmatic objectives and scope for institution alignment with executive leadership and unit administrators
Monitor, update, and communicate adjustments to the budget as needed during the course of the annual cycle
Recommend and implement budget planning and monitoring programs and technology in concert with the financial goals and objectives of the College, divisions, and business initiatives
Develop, recommend, and implement financial planning policies and guidelines to support long‑term modeling, analysis, and financial support for Saint Mary’s strategic plan
Develop, recommend and implement budget policies and guidelines for the preparation of the annual and multi‑year budgets for Saint Mary’s College
Lead the annual budget development process, which includes the College’s Budget Committee and the President’s Senior Staff, and results in the annual consolidated operating budget for the College that is recommended to the Board of Trustees
Serve as the liaison with Human Resources for staff salary and benefit budget matters including position control, data development, analytics, and maintenance
Work with the Provost Office to maintain baseline faculty position data and budgets
Meet with Deans, Directors and other administrative staff to clarify the budgetary requirements and constraints, answer questions related to the preparation of the budget to assist the programs in the preparation of their requests
Direct and manage studies and analyses of budget performance and planning information to respond to internal and external queries and provide critical management information and other analysis to senior decision‑makers including developing financial models and preparing statistical analysis to illustrate these points
Coordinate with the College’s Controller to support the College’s cash flow projections and analyze the appropriate amount of operational liquidity throughout the fiscal year
Coordinate responses to inquiries and requests from the President’s Senior Staff and the Board of Trustees on Saint Mary’s budget performance including schedules and related analyses on the College’s revenues and expenditures/transfers
Coordinate with the College’s Controller to support information needed for management reporting Lead and serve as a resource to the College’s units/departments and others in implementing budgeting/accounting policies and guidelines
Develop the criteria, formats and guidelines to be used by Saint Mary’s College programs in the preparation of their annual and multi‑year budget requests
Other duties assigned
Requirements Qualifications Education:
Advanced degree in finance, public policy, public administration, business
administration, accounting or an equivalent field
Experience:
10+ years of progressively responsible experience in planning and budgeting
preferably in a university or nonprofit institution of equal or larger size
Skills/Abilities:
Significant experience in the use of technology (especially excel super user at first)
Commitment to understand and support Saint Mary’s College Lasallian principles
and further the mission, values and goals of the College
Strong analytical skills and the proven ability to plan, develop and execute creative
approaches to complex financial issues
Exceptional communication and interpersonal skills, as well as strong
organizational and management abilities
A commitment to inclusion and diversity and a demonstrated ability to work with
an increasingly diverse campus community
Ability to work effectively with school administrators, faculty, students and staff as
well as college administrators at various levels
Ability to handle multiple projects, set priorities, meet deadlines and maintain a
high level of performance in a fast‑paced environment with frequent interruptions
Ability to maintain a high level of confidentiality
#J-18808-Ljbffr