Assistant Vice President, Budget, Financial Planning & Analysis

Assistant Vice President, Budget, Financial Planning & Analysis Position Information Position Title: Assistant Vice President, Budget, Financial Planning & Analysis UIW Mission: University of the Incarnate Word is a Catholic institution that welcomes persons of diverse backgrounds, in the belief that their respectful interaction advances the discovery of truth, mutual understanding, self‑realization, and the common good. Position Summary The Assistant Vice President for Budget, Financial Planning, & Analysis serves as a strategic financial leader responsible for overseeing the University’s budget operations, long‑range financial planning, forecasting, financial analysis, and budget systems management. The AVP partners closely with executive leadership, academic and administrative units, and campus stakeholders to support institutional priorities through data‑informed financial planning and resource allocation. This position promotes fiscal stewardship, operational effectiveness, transparency, and compliance across the University. The Assistant Vice President for Budget, Financial Planning & Analysis reports to the Vice President for Finance and Chief Financial Officer. Benefits UIW has been identified year after year as one of the nation’s Great Colleges to Work For based on employee feedback. UIW offers an outstanding benefits package for full‑time employees that includes medical, dental, vision, flexible spending accounts, numerous paid holidays, vacation, and sick leave. Tuition benefits include UIW tuition waivers, tuition exchange programs, and Brainpower Connection discounts for employees and dependents. Retirement benefits include 403b retirement plans with a 7% employer match, plus a retirement health solution. We also offer employer‑paid Life/AD&D, long‑term disability, pet insurance, an Employee Assistance Program (EAP), wellness programs, employee discount program, Public Service Loan Forgiveness (PSLF) eligibility, and more! Please refer to the Human Resources webpage for additional details on our benefits and eligibility. Job Duties Strategic Financial Planning and Budget Development Assist in the development and management of the University’s multi‑year financial plan aligned with institutional strategic priorities. Conduct scenario modeling, trend analysis, and long‑range financial forecasting to support executive decisions. Oversee budget planning, development, and administration, including appropriation requests and allocation or reduction of funds. Prepare the annual operating budgets and projections for tuition and fees, housing, dining, and other institutional revenues and expenses. Assist in the development of the Tuition and Fee Proposal. Foster transparency and collaboration with colleges, departments, and administrative units. Support the development and implementation of budget strategies that enhance operational efficiency and financial effectiveness. Evaluate and recommend changes to budget policies and procedures. Budget Operations Direct the daily operations of the University Budget Department. Supervise Budget office personnel, including hiring, training, performance management, professional development, and staff evaluations. Provide guidance and training to divisional fiscal officers regarding budget policies, processes, and procedures. Monitor budget performance and recommend corrective actions as needed. Process monthly Labor Cost Distribution data and associated corrections; maintain and ensure integrity of all data tables related to position control, chart of accounts, and labor cost distribution. Collaborate with University personnel to verify positions and funding sources. Process approved funding changes and oversee budget transfers to ensure compliance with institutional policies, procedures, and regulations. Manage and monitor institutional funds and reserves. Ensure timely responses to budget inquiries and promote fiscal and administrative integrity across the University. Data and Systems Management Oversee budget and financial planning systems to ensure operational accuracy, efficiency, and data integrity. Lead and/or participate in software implementation, upgrades, and process improvement initiatives. Partner with IT, Institutional Research, Housing, Business Office, and other stakeholders to integrate financial and operational data. Under the direction of the Vice President and CFO, collaborate with university partners to develop and maintain financial forecasting and budget development models. Budget Reporting and Presentations Formulate, present, and report on operational budgets, revenues, and expenditures. Develop dashboards and KPIs for ongoing monitoring and analyses. Provide financial reports, presentations, and analytical support for the President, Board of Trustees, and executive leadership. Produce current and historical financial analyses to support forecasting and strategic recommendations. Conduct financial analyses to ensure effective fiscal management and compliance with federal, state, NCAA, and University regulations and policies. Review and analyze financial information for completeness, accuracy, and compliance with reporting standards. Prepare financial reports, forecasts, and ad hoc analyses as needed. Oversee maintenance and content updates for the Budget Office website. Other Duties Serve on University committees as assigned. Perform other duties as assigned. Qualifications Knowledge, Skills, and Abilities Thorough knowledge of budgeting, accounting, financial analysis, forecasting, and financial reporting principles and practices. Knowledge of public finance, capital budgeting, financial systems, organizational management, and statistical analysis techniques. Ability to uphold high standards of professionalism, ethics, accountability, and sound judgment. Demonstrated ability to analyze, synthesize, and present complex financial data in a clear and meaningful manner. Strong leadership and project management skills, including the ability to coordinate cross‑functional initiatives and meet deadlines. Ability to effectively develop and implement long‑range financial strategies aligned with institutional goals. Excellent written, verbal, and presentation communication skills. Ability to make independent decisions, prioritize multiple responsibilities, maintain confidentiality, and proactively resolve issues. Demonstrated ability to establish and maintain positive and collaborative working relationships with internal and external individuals and groups. Proficiency with ERP systems, budgeting software, financial reporting tools, and data analytics applications. Commitment to fostering inclusive and collaborative working environments. Ability to work effectively with individuals from diverse communities and cultures. Employee must comply with all applicable university, conference, and NCAA rules and regulations. Required Education Bachelor’s Degree in Business Administration, Accounting, Finance, or related field. Required Work Experience Ten (10) years of progressively responsible experience in budgeting, accounting, financial analysis, or financial reporting, including experience with ERP or enterprise financial systems and analyzing financial data and preparing complex financial reports and forecasts. Six (6) years of experience in a leadership role within the field of finance. Preferred Qualifications Three (3) years of experience managing the budget planning and administrative operations of a university or complex organization. Experience leading software implementation projects and process improvement initiatives. Master of Business Administration (MBA), CPA, or equivalent. Required Certifications, Licenses or Registrations None specified. Physical Demands Typical for office environment. Ability to regularly move about campus to attend meetings. Posting Information Posting Number: CA081PO Employment Details Job Type: Full Time Reports to: Vice President for Finance and Chief Financial Officer Salary: Commensurate with experience. Required Documents Resume Cover Letter/Letter of Application Letter of Recommendation 1 Letter of Recommendation 2 Other Document UIW is committed to a policy of equal opportunity in employment, without regard to race, color, sex, sexual orientation, citizenship status, national origin, age, marital status, disability, genetic information, gender identity or expression, veteran status, pregnancy, and religion (except in limited circumstances when religious preference is both permitted by law and deemed appropriate as a matter of University policy). This position is considered a “Responsible Employee” under Title IX federal regulations and “Mandatory Reporter” under Texas state law and the UIW Sexual Misconduct Policy. As a Mandatory Reporter, this position requires the employee to promptly report any incident that is witnessed or of which the employee receives information about Title IX violations. These reporting responsibilities are set out in the UIW Sexual Misconduct Policy. #J-18808-Ljbffr University Of The, Inc.arnate Word