Director of Financial Planning and Budget Operations (Financial Admin Leader)

Department

ARTS & SCIENCES; DEAN (BL-ARSD-IUBLA)

Department Information

The College of Arts and Sciences is the largest academic unit at Indiana University Bloomington. It is composed of 40plus departments, 50 plus Centers,Programs, and Institutes, while also including the Eskenazi Schoolof Art, Architecture and Design, the Hamilton Lugar School of Global and International Studies, and The Media School. Faculty inthe College teach over 50 percent of the Indiana University(Bloomington) credit hours and the College occupies about 1.3million square feet of space in 90 plus buildings on theBloomington campus.

Job Summary

Department-Specific Responsibilities

• Serves as a central leader in the College's financial operations, providing strategic leadership for budget planning, financial reporting, financial analysis, and fiscal stewardship in support of the College's academic and administrative priorities.
• Leads the College's budget development and oversight processes, develops financial reporting and analysis to inform executive decision-making, and provides strategic financial guidance to departments, ARSD units, and senior leadership.
• Serves as the lead fiscal officer for the Arts and Sciences Dean's Office (ARSD), providing leadership, oversight, and direction for the financial operations of all ARSD units. This includes ensuring sound fiscal stewardship, compliance with university policies, effective internal controls, and responsible management of financial resources.
• Promotes consistent financial practices across the College by fostering collaboration among the fiscal officer community through communication, training, shared resources, and standardized tools that support effective financial management and informed decision-making.
• Leads and continuously improves the College's budgeting system and annual budget process, including budget development, implementation, forecasting, and budget-to-actual analysis.
• Coordinates the annual budget process across departments and ARSD units, develops budget models and planning tools, monitors financial performance throughout the fiscal year, and recommends budget adjustments to support strategic priorities and ensure fiscal stewardship.
• Develops, standardizes, and delivers financial reports, dashboards, key performance indicators (KPIs), and other financial information to support decision-making by College and university leadership.
• Prepares recurring and ad hoc reports, presentations, and analyses that communicate the College's financial position, trends, and resource utilization.
• Develops, standardizes, and delivers financial reports, dashboards, key performance indicators (KPIs), and other financial information to support decision-making by College and university leadership.
• Prepares recurring and ad hoc reports, presentations, and analyses that communicate the College's financial position, trends, and resource utilization.
• Serves as the lead fiscal officer for the Arts and Sciences Dean's Office (ARSD).
• Provides oversight and direction for the financial operations of all ARSD units.
• Ensures funds are budgeted appropriately, expended in accordance with university policies and the intended purpose of each account, and reconciled accurately on a timely basis.
• Maintains or delegates signature authority for financial transactions while ensuring appropriate internal controls and fiscal practices are in place.
• Reviews departmental financial processes, recommends improvements, communicates institutional policy changes, and provides ongoing fiscal guidance to unit personnel.
• Monitors compliance, identifies financial risks or irregularities, and notifies senior College leadership of issues requiring corrective action while working with units to implement appropriate resolutions.

General Responsibilities

• Directs the daily and long-term financial and/or administrative operations of multiple institution organizational units or a multi-faceted academic research and teaching unit within a school or college.
• Responsible for accuracy, timelines, and the general integrity of the Financial Administration family.
• Controls all expenditures and statement of accounts to ensure regulatory compliance and fiscal integrity.
• Manages complex revenues including internal and external sources.
• Directs the management of general appropriation, endowment, federal and non-federal grants and contracts, and gift funds.
• Prepares operating and project budget drafts. Creates annual revenue and expenditure budget for school or support unit.
• Monitors functional area budgets and reports any significant deviations from approved budgets. Develops budgetary policies and procedures.
• Responsible for supervising business support personnel.
• Develops, plans, and directs special projects, which may include space renovations, space allocations, staffing, equipment purchases, long-range plans, leasing of off-campus space and services.

Qualifications

Combinations of related education and experience may be considered. Education beyond the minimum required may be substituted for work experience. Work experience beyond the minimum required may be substituted for education.

EDUCATION

Required

• Bachelor's degree in finance, business, or related field.

Preferred

• Master's degree.

WORK EXPERIENCE

Required

• 4 years related functional experience.
• 1 year of management experience.

Preferred

• 5 years of professional, financial experience in budgetforecasting, financial analysis and accounting is necessary forsuccess in this role.

SKILLS

Required

• Proficient written and verbal communication skills.
• Maintains a high degree of professionalism.
• Demonstrates time management and priority setting skills.
• Demonstrates a high commitment to quality.
• Excellent organizational skills.
• Excellent collaboration and team building skills.
• Effectively coaches and delivers constructive feedback.
• Instills commitment to organizational goals.
• Demonstrates excellent judgment and decision making skills.
• Effective conflict management skills.
• Builds and manages effective teams.
• Experience using large scale financial platforms in and/or for a variety of financial operations.
• Advanced ability to interpret financial documents from an accounting, policy, and practice perspective.
• Experience in project management, user-testing, and implementation and/or development of financial structures, policies, and procedures.
• Intermediate accounting skills and an understanding of Generally Accepted Accounting Principles (GAAP).
• Ability to mine data from multiple sources and integrate into usable formats.
• Ability to clearly present material and make it accessible to a variety of audiences.
• Ability to understand and interpret financial policies, regulations, and pertinent state/federal laws.
• Advanced knowledge of financial statements and different budgetary models; ability to apply in different situations.
• Demonstrates the ability to create workable solutions from broad concepts and ideas, projections, forecasting, and long term planning.

Preferred

• Demonstrated strength in organizational, analytical, and problem-solving skills, with a strong technical understanding of business operations and processes.
• Excellent communication and interpersonal abilities to support effective collaboration across diverse stakeholders, including the ability to clearly present complex financial information to non-financial audiences.
• Proven capacity to lead, train, and manage multiple projects simultaneously in a strategic and organized manner.
• Strongly prefer in-depth knowledge of IU fiscal/administrative policies and processes, Bloomington campus and College operating practices, norms, and administrative systems (KFS, IUIE, and IUFFEM, BUY.IU, and Emburse).

Working Conditions / Demands

This role requires the ability to effectively communicate and tooperate a computer and other standard office productivity equipment. The position involves sedentary work as well as periods of time moving around an office environment and the campus. The person in this role must be able to perform the essential functions with or without an accommodation.

Additional Information

$95,000 - $105,000 annualized wage, paid monthly

Work Location

Bloomington, Indiana

Benefits Overview

• Comprehensive medical and dental insurance
• Health savings account with generous IU contributions
• Healthcare and dependent care flexible spending accounts
• Basic group life insurance paid by IU
• Voluntary supplemental life, long-term disability, criticalillness, and supplemental accidental death & dismemberment insurance
• Base retirement plan with generous IU contributions, subject to vesting
• Voluntary supplemental retirement plan options
• Tuition subsidy for employees and family members taking IU courses
• 10 paid holidays plus a paid winter break each year
• Generous paid time off plans
• Paid leave for new parents and IU-sponsored volunteer events
• Employee assistance program (EAP)

Job Classification

Career Level: Sr. Operational

FLSA: Exempt

Job Function: Finance

Job Family: Financial Administration

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Indiana University is an equal opportunity employer and provider of ADA services and prohibits discrimination in hiring. See Indiana University Notice of Non-Discrimination.

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