Director Budget Planning and Analysis
Director Budget Planning and Analysis
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$ 140004 - 162804
1 Vacancy
Job Description
Type of Appointment: FullTime At Will
Job Classification: Management Personnel Plan (MPP II)
Anticipated Hiring Range:$140004 $162804 annually (Commensurate with experience and qualifications)
Benefits Include:15 Paid Holidays up to 24 Paid Vacation Days Comprehensive Health Dental and Vision Benefits CalPERS Pension Plan Read the CSUsComprehensive Benefits Package
Work Hours: Monday Friday 8am 5pm unless otherwise notified
Recruitment Closing Date: Open until filled
Priority Application Date:March 5 2025
THE DEPARTMENT:
The Budget Planning & Analysis (BPA) department plays a vital role in ensuring the universitys financial stability and strategic resource allocation. Under the leadership of the Assistant Vice President of Budget Planning & Analysis the department oversees budget development financial analysis and campuswide fiscal planning to align resources with institutional priorities. BPA is responsible for managing the universitys central budget coordinating budget operations and leading the transition to the Questica budget system to enhance transparency and efficiency. Through datadriven decisionmaking process improvements and crosscampus collaboration the department strengthens fiscal stewardship while providing essential training and guidance to empower university stakeholders in effective budget management.
DUTIES AND RESPONSIBILITIES:
LEADERSHIP & SUPERVISION
- As a key leader within the universitys financial administration the Director of Budget Planning & Analysis (BPA) provides strategic direction and operational oversight to ensure the departments effectiveness and alignment with institutional goals.
- Reporting to the Assistant Vice President for Budget Planning & Analysis the director fosters a culture of excellence by providing clear guidance training and mentorship to staff ensuring highquality service and seamless budget operations.
- Acting as a change champion the director leads the campuswide transition to the Questica budget system streamlining budget planning and enhancing financial transparency.
- Through continuous process improvements datadriven decisionmaking and crosscampus collaboration the director plays a pivotal role in strengthening fiscal stewardship and advancing the universitys financial priorities.
BUDGET PLANNING
- The Director of BPA plays a critical role in the universitys budget planning and . This includes contributing to short and longterm financial planning conducting quarterly allfunds financial reviews performing positionlevel analysis compiling financial and ad hoc reports and overseeing budget operations.
- The director is responsible for executing the approved annual operating budget by developing and maintaining a clear budget timeline issuing budget allocation memos and ensuring the accurate and timely submission and processing of all divisional and central budget plans.
- Additionally the director leads the annual FIRMS submission reporting the adopted campus budget plan student fee rates and fee revenues to the Chancellors Office. Beyond facilitating the campuswide budget planning process the director develops and manages the universitys central budget which includes benefits mandatory costs (e.g. utilities risk management leases and financial aid) and the BPA department budget.
- As the custodian of both the central and BPA budgets the director conducts regular reviews variance analyses and projections to ensure fiscal accuracy and sustainability.
BUDGET OPERATIONS
- The director leads the BPA team in managing efficient daytoday budget operations including:
- Processing budget transfers Position Budget Adjustments (PBAs) and interfund transfers (IFTs)
- Allocating monthend benefits
- Posting monthly labor cost distributions (LCD) and payroll adjustments
- Processing and reconciling capital cash and budget transfers
- Ensuring timely completion of monthend and yearend financial activities
- Conducting monthly reconciliations between the Questica budget system and the financial ERP (PeopleSoft Common Financial System (CFS) This role requires balancing detailed operational oversight with a strategic institutionwide perspective to maintain budgetary alignment with available resources.
POSITION MANAGEMENT
- As the department responsible for campus position management BPA ensures accurate creation modification monitoring and reporting of all positions and their associated budgets.
- With over 80 of institutional operating resources dedicated to personnel the director plays a critical role in overseeing position management ensuring compliance with standard procedures and guiding projections of compensation increases and allocations at the position level.
- As a subject matter expert in Questica the director demonstrates expertise in position control PBAs budget planning comparative analysis financial projection and OpenBook data visualization. The director also possesses a strong understanding of Questicas integration with PeopleSoft HR (transitioning to the Common HR System) and the Common Financial System (CFS). Additionally the director provides leadership in training the campus community on effective Questica utilization.
TRAINING & DEVELOPMENT
- The director plays a critical role in building budgetary expertise across the campus by leading comprehensive training initiatives. This includes educating stakeholders on fundamental budgeting principles financial analysis techniques for both shortterm and longterm planning and the technical intricacies of the Questica budgeting system.
- By providing clear and accessible training the director empowers campus leaders and budget managers to make informed financial decisions that align with institutional priorities.
- Additionally the director is committed to continuous learning staying at the forefront of system capabilities and exploring innovative ways to maximize the functionality of Questica to enhance budget planning analysis and reporting.
QUALIFICATIONS:
- Bachelors Degree in Business or similar field: from an accredited institution.
- Drivers License Valid and in State
- Two 2 years experience supervising leading managing professionallevel staff.
- Five 5 years of knowledge and experience analyzing interpreting and projecting multifund financial and program data in a large and complex organization.
- Knowledge and experience with budgeting processes and budget operations as it relates to various funds (operating and capital).
- Experience in financial strategic planning analysis management; demonstrated effectiveness in resource planning budget modeling data analysis and presentation;
- Prefer experience using component of the campus Common Management System (PeopleSoft/Oracle Finance HR and Student Administration) or similar system in preparation of financial reports and Questica budgeting system
- Experience in cost/benefit analysis and return on investment analysis;
- Experience in higher education administration preferred that would demonstrate understanding of the principles practices and procedures of financial and business operations;
- Critical thinking including the understanding of the use of information and data as it relates to systems stakeholders decision making and the support of institutional leadership;
- Working knowledge of GAAP and fiscal closing processes;
- Working knowledge of statistical and forecasting methods and tools; Knowledge of fund accounting fund usage and accounting procedures;
- Ability to manage multiple complex projects and assignment in consultative efficient and effective manner;
- Ability to make independent judgements and decisions; prioritize and work independently without supervision; maintain confidentiality; and anticipate problems and initiate corrective action;
- Possess excellent interpersonal and communication skills both verbal and written;
- Ability to establish and maintain positive working relationships with others within and outside the work group; ability to work with a variety of internal and external constituencies;
- Selfstarter with a proactive attitude toward tasks and can work within established deadlines
- Must be able to: work on multiple tasks at the same time; understand and implement accounting and budgeting practices; conduct financial research and analyze information accurately; implement and maintain budgeting and position management software.
PREFERRED EXPERIENCE:
- Masters Degree in Business or similar field and/or CPA is preferred
- Certified Public Accountant (CPA) Upon Hire Preferred
- Working knowledge of statistical and forecasting tools
- Working knowledge of the broad scale CSU fiscal closing process and GAAP;
- Experience within the CSU system or other higher education institution preferred;
- Experience using components of the campus CMS (PS/Oracle Finance HR Student Admin) or similar system in preparation of financial analyses;
- Experience in higher education administration preferred that would demonstrate understanding of the principles practices and procedures of financial and business operations
Out of State Work
The California State University (CSU) system is a network of twentythree public universities providing access to a quality education through the support of California taxpayers. Part of CSUs mission is to prepare educated responsible individuals to contribute to Californias schools economy culture and future. As an agency of the State of California the CSUs business operations almost exclusively reside within California. The CSU OutofState Employment Policy prohibits hiring employees to perform CSUrelated work outside California. For more information go to the CSU OutofState Employment Policy.
Background Check
Cal Poly Pomona will make a conditional offer of employment to final job candidates pending the satisfactory completion of a background check (including a criminal records check). The conditional offer of employment may be rescinded if the background check reveals disqualifying information and/or it is discovered that the candidate knowingly withheld or falsified information determining the suitability of the candidate for the position Cal Poly Pomona will give an individualized assessment to any information that the applicant submits for consideration regarding the criminal conviction history such as the nature gravity and recency of the conviction the candidates conduct performance or rehabilitation efforts since the conviction and the nature of the job applied for. For more information go to the CSU Background Check Policy.
Employment Eligibility Verification
Cal Poly Pomona hires only individuals lawfully authorized to work in the United States. In compliance with federal law all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. For more information go to the Acceptable I9 website.
University Driving Requirements
Positions that require driving for university business by using apersonal or state vehicle must comply with the Authorized University Driver Policy. Driving records are monitored and evaluated by the Risk Management Department. The Risk Management Department evaluates a good driving report based on the following criteria. The driver must: 1. Have a valid California or other State Drivers license. 2. Have no more than 3 motor vehicle violations or been the cause of 3 accidents in a 12month period (or any combination of 3 thereof) 3. Not have more than 3 DMV Points if their license is Class C or 4. Not have more than 5 DMV Points if their license is Class A B or C with endorsements. For more information go to the Authorized University Driver Policy.
Conflict of Interest
This position is a designated position in the California State Universitys Conflict of Interest Code. The successful candidate accepting this position is required to file financial interest disclosure forms subject to state regulations. For more information go to the CSUs Conflict of Interest Policy.
Outside Employment Disclosure
Executive and Management Plan Personnel employees must disclose all current outside employment at the time of hire as a precondition of hire and at the following times after hire: annually in July within 30 days of accepting outside employment and upon their managers request. For more information go to the Outside Employment Disclosure Policy.
Child Abuse/Neglect Reporting Act (CANRA)
The person holding this position is 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. See policy at the Child Abuse/Neglect Reporting policy.
Security & Fire Safety
In compliance with state and federal crime awareness and campus security legislation including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act California Education Code section 67380 and the Higher Education Opportunity Act (HEOA) Cal Poly Pomonas Annual Security Report and Annual Fire Safety Report are available for viewing at: and Pay Transparency Nondiscrimination
As a federal contractor Cal Poly Pomona will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. For more information see the Pay Transparency Nondiscrimination Provision poster.
Reasonable Accommodation
We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the ADA Coordinator by email at . For more information go to Employment Notices.
Equal Employment Opportunity
Cal Poly Pomona is an Equal Opportunity Employer committed to promoting an inclusive and diverse workforce. The university subscribes to all state and federal regulations that prohibit discrimination based on race color religion national origin sex gender identity/gender expression sexual orientation marital status pregnancy age disability genetic information medical condition and veteran or military status. We engage the talents of all qualified workers regardless of their background. More information is available at Equal Employment Opportunity statement.
Other Notices
For other important employment notices we invite you to visit Cal Poly Pomonas Employment Notices web page.
Required Experience:
Director
Employment Type
Full-Time
