Planning and Budget Director

Department: Financial Operations

Reports To: Associate Vice President for Financial Operations

Job Status: Exempt

JOB SUMMARY:

Plan develop and coordinate the preparation of financial analyses and reports including but not limited to operational and capital budgets financial statements statistical reports cost analyses and other financial information; perform complex and specialized assignments in assigned area of expertise.

ESSENTIAL DUTIES/RESPONSIBILITIES:

• Coordinate preparation of the Universitys annual operating and capital budget; development of the annual financial forecast used as a modeling tool for determining appropriate funding levels and the corresponding impact on the allocated costs. Prepare cash flow analysis based on projected budget. Provide financial support related to capital projects and serve as a resource and expert on capital budgeting issues and processes.
• Collect analyze and interpret financial data and identify corresponding policy implications and/or recommendations. Prepare various financial reports and analyses. Assist in monitoring and analyzing financial trends prioritize opportunities for improvement and facilitate efforts to implement enhancements to the processes and systems. Identify effective indicators of financial performance and assess performance compared with industry standards.
• Prepare financial models and multi-year forecasts to provide an understanding of the economics of activities of projects assigned. Develop appropriate financial strategies to ensure the organization success and profitability.
• Maintain liaison with business unit financial managers to advise units regarding financial position cash flows accounts budgets budget requests and related financial matters. Manage the financial analysis and reports for departments.
• Assist in identifying operational problems issues and obstacles regarding financial services based on metrics data internal audit reports and input from budget managers.
• Prepare construction and other project budgets. Prepare cash flow projections for projects. Analyze and prepare reports regarding debt constraints on construction.
• Coordinate debt ratio information and forecasting with Treasury and Accounting; review and analyze debt service covenant projections. Coordinate preparation of Standard and Poors reports and Electronic Municipal Market Access (EMMA) submissions.
• Assist with reviewing annual and quarterly financial reports as prepared by the Accounting department.
• Provide back up for Treasury regarding positive pay files direct deposit files and ACH wire transfers.
• Attend routine status meetings with departmental business managers and directors of finance.

The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities required of personnel so classified.

QUALIFICATIONS:

• Bachelors degree in Accounting Finance Economics Business Administration Computer Science or a related field.
• A minimum of eight years of experience in budget development or financial analysis and forecasting preferably in higher education or other non-profit setting.
• Candidates with experience with Banner or a similar ERP system preferred.
• Experience with Anaplan or similar model building software preferred.
• Experience with collecting and interpreting data using different computer and statistical models analyze trends and prepare reports preferably in a university setting. Strong Excel skills required
• Strong PowerPoint expertise and presentation skills required.
• Ability to coordinate the implementation of solutions; to identify and analyze accounting and financial reporting issues.
• Ability to meet strict deadlines with accuracy.
• Ability to collaborate effectively with senior academic and administrative positions.

OTHER JOB-RELATED KNOWLEDGE SKILLS AND ABILITIES:

• The responsibilities of this position require the ability to coordinate the implementation of solutions; to identify and analyze accounting and financial reporting issues; to meet strict deadlines with accuracy; and the ability to work effectively with senior academic and administrative positions.

EDUCATION:

• Work requires a Bachelors degree in Accounting Finance Economics Business Administration Computer Science or a related field.

EXPERIENCE:

• A minimum of eight years of experience in budget development or financial analysis and forecasting preferably in higher education or other non-profit setting.
• Candidates with experience with Banner or a similar ERP system preferred.
• Experience which provides the opportunity to collect and interpret data using different computer and statistical models analyze trends and prepare reports preferably in a university setting. Strong Excel skills required.

Additional Information

Houston Baptist University is committed to maintaining a teaching faculty and staff who share an active Christian faith. The Preamble to the By-Laws of the University sets forth a statement of belief which each University employee is expected to support and personify. Your submittal of an application for employment indicates your acceptance and affirmation of these statements.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all duties responsibilities and requirements of personnel.

**Disclaimer**

Background checks are performed on every new hire. If your application is selected to continue with the interviewing process you will be required to submit a Background Check form. If you decline your application may be denied. By proceeding with the online application you understand and accept this process.