The Budget Director reports to the Associate Vice Chancellor of Budget and Planning. This position is responsible for the day-to-day management of the operating budget and oversees the implementation of both Regents directives and campus resource decisions. These critical elements involve responsibilities at the highest level of resource management, resource planning, and analytical support.
The Budget Director must have extensive experience, knowledge and a demonstrated ability to organize, direct, and successfully implement financial programs and plans within a large multi-disciplinary environment. The incumbent must have excellent written and oral communication skills and exceptional organization and administrative skills. *LI-KA1
Minimum Requirements
- BA/BS in a business-related field (Finance, Accounting, etc.) or equivalent experience
- 5 years experience in a finance/budget role
- Strong financial analysis skills, strong communication skills to work with all levels within the University and UCOP, keen political acumen, and the ability to manage a staff of two.
- Extensive experience, knowledge and a demonstrated ability to organize, direct, and successfully implement financial programs and plans within a large multi-disciplinary environment.
- Excellent analytic skills
- Self-motivated and self directed with capability to work independently
Desirable Requirements
- Experience in higher education budget or finance environment; strong preference for University of California experience
- Supervisory experience
Special Conditions of Employment
A little help? Go to Driver’s License Requirements or Background Check Guidelines
Satisfactory criminal history background check
Other Special Conditions of Employment
Other Recruitment Notes
Optional Applicant Documents
Other Document (1)
Required Applicant Documents
Resume
Cover Letter
Job Description
FLSA Exemption Status
A little help? Go to Exempt vs. Non-Exempt Employees
Exempt
CBU (Collective Bargaining Unit)
99 – Non-Represented (PPSM)
ERC (Employee Relations Code)
A
Grade Type
MSP
Grade Type
Finance
Grade Type
Financial Analysis
Grade Type
Manager 1
Grade Type
M1
Grade
25
End Date for Other Appointment Type (e.g., Contract or 18-month Career)
Provision Number
40031839
Type of Supervision Received
A little help? Go to Degree of Supervision
General direction
Knowledge, Skills and Abilities
Strong financial analysis skills, strong communication skills to work with all levels within the University and UCOP, keen political acumen, and the ability to manage a staff of two.
The Budget Director must have extensive experience, knowledge and a demonstrated ability to organize, direct, and successfully implement financial programs and plans within a large multi-disciplinary environment. The incumbent must have excellent written and oral communication skills and exceptional organization and administrative skills.
Physical Requirements
Continuously=Activity occurs > 66%
Frequently=Activity occurs 33% to 66%
Occasionally=Activity occurs < 33%
Not Applicable=Activity does not exist
Stand
FREQ.
Walk
FREQ.
Sit
FREQ.
Bend
FREQ.
Crouch/Squat
N/A
Kneel/Crawl
N/A
Climb
N/A
Reach above shoulder level
OCCAS.
Use keyboard/mouse
FREQ.
Hand Activities: Fine dexterity
FREQ.
Hand Activities: Hand twisting
N/A
Hand Activities: Simple grasping
OCCAS.
Hand Activities: Power grasping
N/A
Other (please specify activity)
Frequency of Other Activity
N/A
Lifting Activities: Light lifting (< 20 lbs)
OCCAS.
Lifting Activities: Moderate lifting (20-50 lbs)
N/A
Lifting Activities: Heavy lifting (>50 lbs)
N/A
Push/Pull Activities: Light pushing/pulling (< 20 lbs of force)
OCCAS.
Push/Pull Activities: Moderate pushing/pulling (20-50 lbs of force)
N/A
Push/Pull Activities: Heavy pushing/pulling (>50 lbs of force)
N/A
Mental Requirements
Read/Comprehend
FREQ.
Write
FREQ.
Perform Calculations
FREQ.
Communicate Orally
FREQ.
Reason and Analyze
FREQ.
Other (please specify activity)
Frequency of Other Activity
N/A
Environmental Requirements
Is exposed to excessive noise
N/A
Is around moving machinery
N/A
Is exposed to marked changes in temperature and/or humidity
N/A
Is exposed to dust
N/A
Is exposed to fumes
N/A
Is exposed to gases
N/A
Is exposed to radiation
N/A
Is exposed to microwave
OCCAS.
Drives motorized equipment
N/A
Works in confined quarters
FREQ.
Other (please specify activity)
Frequency of Other Activity
N/A
Job Duties
Total Percentage of Duties: 100
5
Records
Order of
Imp
Essen
Duty
%
Freq.
Function
Duties
1
Yes
40
Daily
Resource Management
Responsible for management of campus financial resources including the subsequent planning and implementing of actions that evolve from decisions made by the Regents’ and the campus. Directs the coordination with campus constituents, other UC campuses, and the Office of the President in the implementation of policy decisions. Major functions include:
Responsible for management of campus provisions from the initial allocation through the year-end closing steps. Includes a wide range of both accounts and funds associated with workload, block grant, merit, range, benefits, staff resources, budget cuts, campus discretionary funds, and indirect cost recovery.
Coordinates staffing process for campus with control points, and the University Office of the President
Administers the ongoing programs associated with Transfer of Funds, Carry-Forward of Funds, and Funding Profiles. Responsible for the Ongoing management associated with the use of these resources management tools used by campus control points and departments. In addition, in charge of the ongoing of the development and implementation of program enhancements, as well as user training.
Accountable for the management and ongoing updates to the campus budget system and Corporate Budget System which tracks all permanent budgeted funds by account, fund, and sub-account. Requires close coordination with the UCSB Business & Financial Services office, Enterprise Technology Services, and the University Office of the President to insure all transactions are processed appropriately and updates implemented.
Manages campus funding profiles which are provided to Senior Management in summary and detailed form. Includes profiles for workload, salary adjustments, indirect cost recovery, benefits, and campus discretionary funds.
Manages the funding commitments made by the Chancellor. Determines availability of funds and appropriate fund source based on polices determined by the campus, the Office of the President, and the State of California.
Identify significant resource issues and present information and analysis on a timely basis so that the campus can respond proactively to problems and opportunities.
2
Yes
15
Daily
Resource Planning
Responsible for developing and effectively recommending resource allocation plans upon which fundamental campus policy decisions are made. Major functions include:
Direct the financial forecasting, planning, and budgetary processes with special emphasis on the permanent budget and general fund, student fee, and discretionary resources.
Integrate capital budget plans into the campus resource planning.
Manage the development, implementation, and refinement of campus budget processes that are consistent with campus and university policies.
Provide critical, high level policy analysis on a wide range of budget, financial, and other resource planning and allocation issues. Prepares documents and statistical charts as needed to support presentation of campus budget data to the Chancellor, Senior Officers, and campus committees and departments.
Plan strategies to pursue new resources for the campus, as well as re-structuring strategies for use of existing resources.
Direct the planning and distribution of centrally managed provisions consistent with institutional priorities.
Develop and maintain campus fee table for campus assessment. Table includes mandatory student fees as well as campus based fees and supporting documentation.
Directs the preparation of detailed financial analyses, tables, and reports on a regular basis. Analyzes requests and proposals for funding and prepares written responses relating to funding issues.
3
Yes
20
Daily
Quality Control
Coordinates and manages a wide range of resource issues within delegated areas of responsibility, with appropriate campus university campus, university-wide and other constituencies. Within these areas, these areas, interprets applicable financial regulations, laws, and policies for local implementation. Major functions include.
Consult with University Office of the President, as well as other UC campuses, on resource management and planning issues.
Coordinate and consult with campus control points and departments regarding budget and financial matters including requests for information and data, rate proposals, current and permanent budget adjustments.
Develop and implement training programs to update control points, departmental business managers and their staff with financial policies, structures and current budget planning information and systems.
Analyze Governor’s budget Legislative Analyst’s Report and UCOP allocation instructions and other documents for campus-wide resource management and planning issues.
Leads the rate review of self-supporting and recharge activities (income and recharge) for the entire campus. As reviewer verify appropriateness of proposed rates and consistency with budget and policy guidelines. Determine appropriate level of review, identify issues and recommend alternative resolutions; to department and income and Recharge Committee. Prepare reviews and written and oral summaries for presentation to the I&R Committee, Executive Vice Chancellor and Chancellor.
Represent the budget office as advisor and/or member on both ongoing and ad hoc committees. Examples include the Student Fee Advisory Committee and the Campus Elections Commission.
4
Yes
15
Daily
Campus-wide Analytical Support
Within delegated areas of responsibility, conducts analytical studies in direct support of the Chancellor and control point initiatives and/or requests for support. Major functions include:
Direct staff working with specific campus and university-wide organizations to provide resource management and planning support as critical financial management issues are identified and defined.
Manage special organizational, budget and financial studies such as administrative reviews, management audits, and program reviews that require research, data collection, critical thinking and a high level of independence.
Direct and carry out analytical studies and presentations that identify significant campus resource, uses and trends.
Communication and Organizational Skills
(1) Clear and concise writing skills and abilities.
(2) Ability to make oral presentations to both small and large groups.
(3) Strong organizational skills.
(4) Ability to pay attention to details.
(5) Ability to work well under pressure of continual, cyclical deadlines.
(6) Ability to schedule time and establish priorities.
(7) Ability to work well with executive management, senior management, departmental staff, and the Office of the President.
(8) Ability to search for and synthesize meaningful data. Strong analytical skills and interests.
(9) Ability to review complex data and problems and prepare understandable and concise analyses and recommendations.
Familiarity with University Programs
(1) Experience with the UC system or public higher education.
(2) Knowledge of University procedures pertinent to areas of responsibility.
Technical Skills, Knowledge, and Experience
(1) Extensive knowledge of and experience with personal computers (Macintosh preferred) and spreadsheet data base, word-processing , and graphic software packages. Experience with the following software packages highly is desirable:
Spreadsheet: Excel
Data Base: Access
Word Processing: Word
Peoplesoft
(2) Experience with the development of financial planning models.
(3) Strong budget, accounting, analytical, and fiscal management background.
(4) Knowledge and experience with research and statistical techniques and practices.
(5) Experience with the development of complex rate proposals for self-supporting or academic units.
(6) Knowledge of Circular A-21 and the indirect cost process in the University environment.
5
Yes
10
Daily
Supervision
Supervises staff of two (Financial Analyst 4 and Financial Analyst 3):
1) Establish projects and priorities and ensure deadlines are met
2) Provide technical oversight and provide guidance on assignments
3) Performance reviews and ongoing employee development planning
Find one job in US 