Director of Financial Planning and Budgets

Inside Higher Ed, greensboro, nc, United States

Functional Title

Position Number

Position Type

Administration - Staff

Position Eclass

EP - EHRA 12 mo leave earning

University Information

Located in North Carolina’s third largest city, UNC Greensboro is among the most diverse, learner-centered public research universities in the state, with 18,000 students in eight colleges and schools pursuing more than 150 areas of undergraduate and over 200 areas of graduate study. UNCG continues to be recognized nationally for academic excellence, access, and affordability. UNCG is ranked No. 1 most affordable institution in North Carolina for net cost by the N.Y. Times and No. 1 in North Carolina for social mobility by The Wall Street Journal — helping first-generation and lower-income students find paths to prosperity. Designated an Innovation and Economic Prosperity University by the Association of Public and Land-grant Universities, UNCG is a community-engaged research institution with a portfolio of more than $67M in research and creative activity. The University’s 2,600 staff help create an annual economic impact for the Piedmont Triad region in excess of $1B.

Primary Purpose Of The Organizational Unit

The Finance team within the Division of Finance and Administration (F&A) supports the University’s mission, strategic vision, goals, and objectives by providing key financial services efficiently and effectively. The Finance team provides financial services directly to students and the campus community. Units within Finance include Contract & Grant Accounting, Controller’s Office, Financial Planning & Budgets and Procurement Services. Financial Planning & Budgets is specifically responsible for providing university budgetary financial reports, projections, and analysis, as well as administering all budgeting functions for the operation of UNC Greensboro. They maintain fiscal integrity through development and administration of financial and budgetary control functions. This team works with other areas within the larger F&A Division to provide accurate and complete financial budget data to university management and state and federal agencies. A strong commitment to customer service, collaboration, and team development is central to the division’s mission.

Position Summary

The Director of Budget, Planning & Budgets provides strategic leadership for the university’s comprehensive budget development, financial planning, and analytical functions. This role oversees the direction, administration, and continuous improvement of complex budget processes, ensuring alignment with institutional priorities and full compliance with university, state, and federal requirements. Serving as a key advisor to senior leadership, the Director leads a team responsible for developing reports, interpreting financial data, modeling scenarios, projecting revenues and expenditures, and identifying trends that inform strategic decision‑making. The position maintains direct communication with the Office of State Budget and Management (OSBM), the UNC System Office (UNCSO), and campus leaders including Vice Chancellors, Deans, Department Heads, and Directors. The Director establishes and maintains effective budget procedures, prepares high‑level analyses and presentations for executive leadership, evaluates financial options, and reports on outcomes of budgetary decisions. Core functional responsibilities include team building, customer service, managerial oversight, reporting, planning and projections, reversion planning, coordination of carryforwards and special allocations, debt‑related issues, campus training, all other general budget matters, and addressing special requests.

Minimum Qualifications

Masters and 5+ years of relevant experience; or Bachelors with at least 1–2 years supervisory experience and 5+ years of relevant experience.

Preferred Qualifications

Master’s degree in business administration, public administration, or a related field is preferred, with prior supervisory experience in a complex operational area.
Demonstrated strong proficiency with ERP systems, preferably Banner by Ellucian, along with excellent analytical skills, attention to detail, and the ability to communicate effectively in both written and verbal formats with leadership, colleagues across campus and off‑campus entities at the state level.
University or community college Budget Office and financial administration experience within North Carolina’s public higher education environment, with eight years of public‑sector financial administration is desired, including at least three years within the North Carolina community college or university system.
Commitment to inclusive leadership, the ability to set and achieve goals, and the capacity to work collaboratively with a cross‑functional team are essential.

Recruitment Range

Commensurate with experience

Org #-Department

Fin Planning and Budgets - 56203

Job Open Date

03/24/2026

Open Until Filled

FTE

1.000

Type Of Appointment

Permanent

Number Of Months Per Year

FLSA

Exempt

Percentage Of Time (Overall)

30%

Key Responsibilities & Essential Tasks

Develop, in partnership with the VC for Finance and Administration and the VC for Finance, short, mid and long range operational and strategic plans to fund plans for the Chancellor’s vision for UNCG. (30%)
Lead and manage UNCG’s Office of Financial Planning and Budgets, exhibiting professional competence and skill. (30%)
Communicate complex budget and financial information to a variety of stakeholders, with different levels of budget and financial acumen. (30%)
Develop and sustain a high performing Financial Planning and Budget team focused on customer service and quality. (30%)
Develop policy and procedures for the campus and the Budget office, and advise on policy and procedures across campus, containing references to budget management. (30%)
Develop use of Anaplan, multi‑year budgeting software. (30%)
Plan and execute budget cycles, and control the state and non‑state budgets. (15%)
Prepare detailed reports relative to budgetary matters. (15%)
Analyze cost and resources for the University as a whole, and for components thereof. (15%)
Plan, organize, and coordinate budgetary financial planning and budget analysis. (15%)
Communicate with all levels of administrators. (15%)
Understand academic programs and policy, and use modern methods in conjunction with the state budget process and generally accepted budget processes for higher education. (15%)
Perform special projects as directed. (15%)
Develop All Funds Budget. (15%)
Develop and execute budget planning, moving from an Excel based system to an Anaplan based system. (15%)
Act as the liaison with the UNC System. (20%)
Manage tuition and fees process on campus. (20%)
Receive advisement from the UNC System office regarding various budget issues, such as enrollment growth and All Funds Budget. (20%)
Take directives from the UNC System office and act on them. (20%)
Forecast revenues from different sources. (20%)
Monitor revenues and expenditures, and directly manage related activities during fiscal year end closing by reviewing financial reports that show budget to actual. (20%)
Retrieve data from multiple sources including tuition, fees, parking, and auxiliaries; work directly with campus units and academic colleges to determine accurate forecasts based on projected enrollment. (20%)
Encourage the collection of receipts that are due to the University. The year‑end spend down is managed by balancing between spending unspent funding and the amount of carryforward that management has decided it wants at fiscal year‑end. (20%)
Lead, motivate, and inspire a team of budget professionals and key liaison contacts across campus. (30%)
Oversee a budget department consisting of an Assistant Budget Director and five budget analysts. (30%)
Provide availability to assist contacts across campus with budgetary questions and issues. (30%)
Establish and coordinate the annual budget decision‑making schedules and processes. (30%)
Oversee position control by providing guidance to the position control accountant from time to time. (30%)
Oversee preparation of budget: biennial budget requests including continuation, capital and expansion budgets, and campus based budgets. (30%)
Provide guidance regarding sources of funding for positions, and manage approval of new positions. (30%)

Physical Effort

Finger Dexterity - F, Reading - F, Writing - F, Vision-Preparing/Analyzing figures - F, Hearing - F, Talking - F, Standing - O, Sitting - F, Eye-hand coordination, Vision-Color Distinction, Vision-Visual inspection

Work Environment

Inside - F, Overtime

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