Director of Budget, Financial Planning & Institutional Strategy

Director of Budget, Financial Planning & Institutional Strategy Saint Mary's College of California Full-time Description 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 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 University of California