Director of Budget & Financial Planning

University Budget Department
Job #541391
First Review Date: Wednesday, September 4, 2024

Open Until Filled

 

At Cal Poly Humboldt, bold hearts and open minds shape the future.

Founded in 1913, Cal Poly Humboldt began as a small college for teachers. Today Humboldt has grown into a comprehensive university with rigorous science and liberal arts programs. Designated a polytechnic in 2022, Cal Poly Humboldt provides hands-on, impactful educational opportunities that lead to meaningful, measurable outcomes for the individual, for the state, and the world.

Cal Poly Humboldt is proud to have nearly 6,000 students of all backgrounds spread across 61 majors, 13 graduate programs, and 4 credential programs — all of whom contribute passion and creativity within their fields and set the stage for a future grounded in equity and sustainability. Hands-on learning, inspired teaching, ground-breaking research, and thought-provoking creative activity happen daily at Humboldt.

Cal Poly Humboldt is a Hispanic-Serving Institution that strives to foster an inclusive and equitable community to support our students of diverse backgrounds. We are committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality committed to working in a multicultural and multiracial community that reflects the diversity of the state.

Finding a better future is a task for the bold and open, the down-to-earth and visionary. Cal Poly Humboldt strives to cultivate these qualities in leaders, innovators, and scholars in every field.

(Job #541391) Administrator II, Director of Budget & Financial Planning, Salary Range: $4,812 - $15,449 monthly.  Hiring Range: $9,167 - $10,834 monthly. This is a full-time, benefited, exempt position in the University Budget Department. This position is an Administrator II in the California State University Management Personnel Plan (MPP). Under this plan, incumbents are subject to normal management reviews and serve at the pleasure of the University President. Additional information can be found at: http://www.calstate.edu/HRAdm/policies/mpp.shtml. This position comes with a premium benefits package that includes outstanding vacation, medical, dental, and vision plans, life insurance, voluntary pre-tax health and dependent care reimbursement accounts, a fee waiver education program, membership in the California Public Employees Retirement System (PERS), and 14 paid holidays per year. Additional benefits information can be found at https://hraps.humboldt.edu/employee-benefits.

Position Summary:

The Director of Budget & Financial Planning leads university-wide budget operations, including revenues, expenses, and reserves. They ensure compliance with regulations and policies, coordinate financial reporting, and develop strategic plans. The Director collaborates with campus leadership, serves as a liaison to the CSU Chancellor's Office, and represents the university in various settings. They are expected to have strong business acumen, financial planning expertise, and leadership skills to effectively manage the budget process.

 

Key Responsibilities:

30% - Resource Planning and Development

The development of the University budget is an enterprise-wide activity in collaboration with the AVP of Financial Operations and resulting in the operating assumptions and strategies for the planning period. While the entire institution contributes to the development phase, it is the responsibility of this position to construct a decision support system to advise the AVP of Financial Operations and ultimately the CFO and executive leadership of the institution. The Director of Budget and Financial Planning will:

1. Manage a process to solicit and review current and projected needs of all academic and administrative units.
2. Research, analyze, and present financial and enrollment information related to the development and management of the University’s budget.
3. Forecast the University’s financial position, including assumptions, risks and opportunities, and recommendations for changes.
4. Develop and recommend policies to support prudent budget management, reserve guidelines, and strategic asset management.
5. Manage the systems and processes for capital budget management and long-range strategic financial, debt, and institutional planning. Assess the financial position of the university based on measures such as debt coverage and leverage ratios.

 

25% - University Budget Management

Budget management and monitoring require ongoing review of the budget plan to ensure the approved budget remains accurate, relevant, and reflective of the University’s activities. To support this requirement, the Director of Budget & Financial Planning will:

1. Work collaboratively with the AVP of Financial Operations and CFO to draft the university and division annual operating budgets and provide recommendations with a focus on the strategic priorities of the university.
2. Partner with the AVP of Financial Operations, CFO, and division leaders to refine division annual operating budgets. Provide business cases and scenarios for best allocation of resources.
3. Develop, implement, and manage the University budget, including maintenance of position inventory. Communicate in an advisory role with all university administrators possessing budget accountability.
4. Create and maintain clear, realistic division/department financial forecasts. Advise the AVP of Financial Operations, CFO and division heads regarding deviations from projections based on day one budget allocations, and implications.
5. Provide advice and guidance to executive leadership, faculty, and staff on budget issues.
6. Serve as lead for enterprise system implementation related to budget, and data warehouse information.

 

15% - Financial Reporting and Compliance

Ability to report and analyze the performance of the approved budget as compared to actuals and projections. To achieve this responsibility, they will:

1. Produce budget reports and updates for the campus as well as provide oversight regarding the development of project budgets and their assigned accounting chartfields.
2. Interact with the budget and finance staff at the CSU Chancellor’s Office to ensure that campus practices are compliant with directives and regulations including serving on system-wide affinity groups and committees as requested.

 

15% - Transparency, Communication, and Collaboration

Must be able to utilize partnerships across the University to ensure managers have the appropriate tools, training, and understanding to effectively manage the resources allocated to their unit. In partnership with the AVP of Financial Operations and CFO, they will share and solicit information to build a shared culture of financial stewardship and collaboration. To achieve this result, the Director of Budget & Financial Planning will:

1. Lead a team that works transparently and collaboratively. Model a high degree of transparency and collaboration in engaging with the AVP of Financial Operations, CFO, leadership, and various stakeholders in the University community.
2. Demonstrate strong leadership aptitude. Facilitate open communication and bring people together to create meaningful educational and information-sharing experiences when translating complex financial information to a non-financial audience.
3. Serve as an advisor to leadership. Actively consider and communicate financial challenges and opportunities facing the university.
4. Provide guidance, support, and data analysis for the University Budget committee to include revenue and expense projections, enrollment estimates, and reserve recommendations.

 

10% - Supervision, Management, and Development

1. Supervise staff within the University Budget Office
2. Establish and monitor staff performance and development goals, set objectives, determine priorities, and conduct frequent coaching and annual performance appraisals.
3. Monitor and manage daily activities of production; organize and assign workflow and provide clear and direct communication to establish focus and ensure employees understand duties and delegated tasks; provide constructive feedback and support issue resolution.
4. Foster inclusivity and teamwork; encourage open communication, curiosity, feedback, and involvement in decision-making processes; build positive relationships, provide motivational support, and nurture a work culture that challenges, respects, and engages staff.
5. Coordinate training and skill development opportunities for cross-trained personnel. Ensure business and service continuity by identifying and assigning back-up project leads for all cyclical and major deliverables.

5% - Other Duties as Assigned

 

Knowledge, Skills, and Abilities Associated with this Position Include:

• Demonstrated knowledge in the management and administration of programs and services as related to the duties as assigned.
• Advanced financial, analytical, and planning skills including experience preparing financial statements and developing/implementing policies for this role.
• Knowledge of financial management systems.
• Knowledge of federal, state, and local laws, and pertinent regulations.
• Advanced interpersonal and written communications, technical writing, public speaking and negotiating skills.
• Demonstrated knowledge of non-profit or governmental budgeting.
• Advanced skills concerning use of Microsoft Office products (i.e. Word, Excel, PowerPoint, Outlook, Project, Access).
• Ability to recognize and accommodate changing priorities; meet short- and long-term deadlines/goals and complete routine tasks despite intermittent interruptions. This includes managing multiple tasks and working proactively to avoid crisis and backlog.
• Advanced skills associated with the collection, compilation, and organization of a wide variety of data for reporting and record-keeping purposes.
• Ability to reason logically, draw valid conclusions and make appropriate recommendations.
• Advanced skills in having excellent in attention to detail, including content and format.
• Ability to operationalize sustainability concepts (economy, society, environment) into all aspects of performing job duties.
• The ability to realize goals by working collaboratively and cooperatively with and through a diverse group of constituencies on all levels within the campus as well as city, county, state, and other regulatory agencies.
• Proven skills in leadership, management, promoting and managing change, team building and fostering cooperation.
• Demonstrated leadership abilities and record of success in budget, finance, or treasury.

Minimum Qualifications:

1. Bachelor's degree in Accounting, Finance, Management, or related field.
2. Three (3) to five (5) years of experience in a similar setting completing similar duties as described above.
3. Additional full-time specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities required of this position may be substituted for the required education on a year‑for‑year basis.

Preferred Qualifications:

1. Master’s Degree in Business Administration or related field.
2. Experience within the California State University system.
3. Experience in Higher Education.

Application Procedure: To apply, qualified candidates must electronically submit the following materials by clicking the Apply Now button:

• Letter of Interest
• Resume or Curriculum Vitae
• Contact information for at least three professional references

Application Deadline: The deadline to submit application materials for first review is on Wednesday, September 4, 2024. This position is open until filled.

Any inquiries about this recruitment can be directed to careers@humboldt.edu or Cal Poly Humboldt’s Human Resources Office at (707) 826-3626.

We acknowledge that Cal Poly Humboldt is located on the unceded lands of the Wiyot people, where they have resided from time immemorial. We encourage all to gain a deeper understanding of their history and thriving culture. As an expression of our gratitude we are genuinely committed to developing trusting, reciprocal, and long lasting partnerships with the Wiyot people as well as all of our neighboring tribes. Cal Poly Humboldt was the first campus in the California State University system to offer a stand-alone major in Native American Studies.

Cal Poly Humboldt is committed to enriching its educational environment and its culture through the diversity of its staff, faculty, and administration. Persons with interest and experience in helping organizations set and achieve goals relative to diversity and inclusion are especially encouraged to apply.

Working in the state of California is a condition of employment for this position. Even if part or all of an employee's assignment can be performed remotely, the employee must maintain a permanent residence in the state of California. The employee must be able to accept on-campus work assignment, as assigned, and come to campus when needed.

CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measure established by each campus. The systemwide policy can be found at CSU Vaccination Policy and any questions you have may be submitted to hr@humboldt.edu.

Cal Poly Humboldt hires only individuals lawfully authorized to work in the United States. This position may be considered a “Campus Security Authority”, pursuant to the Clery Act, and is required to comply with the requirements set forth in CSU Executive Order 1107 a condition of employment.

CAL POLY HUMBOLDT IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS (e.g. H1-B VISAS)

Evidence of required degree(s), certification(s), or license(s) is required prior to the appointment date. Satisfactory completion of a background check (including a criminal records check, employment verification, and education verification) is required for employment. Cal Poly Humboldt will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or if it is discovered that the candidate knowingly withheld or falsified information.  Certain positions may also require a credit check, motor vehicle report, and/or fingerprinting through Live Scan service. Failure to satisfactorily complete or adverse findings from a background check may affect the employment status of candidates or continued employment of current CSU employees who are being considered for the position.

This position is a “designated position” in the California State University’s Conflict of Interest Code. The successful candidate accepting this position is required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission.” In reference to the full disclosure letter, please refer to HR 2010-08.

Cal Poly Humboldt is committed to achieving the goals of equal opportunity and endeavors to employ faculty and staff of the highest quality reflecting the ethnic and cultural diversity of the state. Additional information about Cal Poly Humboldt can be found at www.humboldt.edu.

Cal Poly Humboldt is a Title IX/Affirmative Action/Equal Opportunity employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, protected veteran status, or any other legally protected status.  Mandated Reporting: This position may be considered a “mandated reporter” under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

Additionally, all CSU staff and faculty receive training annually on their obligations in responding to and reporting incidents of sexual harassment and sexual violence. You will be notified by email when you are required to take this mandated training.

Class Code: 3312
Publication Date: August 21, 2024