Budget Officer for Academic, Enrollment, and Student Affairs

Essential Functions

Duties - The following examples are typical work activities that are meant to illustrate the general range of work functions and are not meant to be all-inclusive or restrictive:

(70%) Duties Include

• Maintain Provosts Office Budget
• Prepare analyze and monitor compliance with annual budgets for the Provosts Office Academic Affairs Enrollment Services and Student Affairs.
• Support School/College review and analysis of monthly/quarterly financial reports.
• Develop reports and analysis in partnership with the Budget Director that support the annual budget process calculation and forecasting of tuition and fee revenue and analysis of enrollment/SCH by department/program.
• Work closely with the Provost and staff to manage and understand faculty work load and cost.
• Understand the faculty collective bargaining agreement and related budget issues.

(15%) Duties Include

• Coordinate with Budget Director on Institutional Budget Processes.
• Participant in the annual institutional budget process.
• Collaborate with VPFA Director for Budget &Planning the Institutional Budget Committee and others to develop reports analyses and forecasts.

(15%) Duties Include

• Indirect supervision of College Business Officers who report directly to their college deans in oversight of their respective college budgets.
• Assess budget training needs for all staff in the Executive Vice Presidents portfolio.
• Provide budget preparation training support and oversight in partnership with the Budget Director.
• Provide formal presentations and workshops.
• Attend administrative and management council meetings.
• Membership on campus-wide committees and search committees as needed. o Other duties as assigned.

Skills Knowledge and Abilities

• Fund Accounting Expertise: Deep knowledge of Generally Accepted Accounting Principles and specialized higher education fund accounting practices (e.g. restricted vs. unrestricted funds endowment management).
• Budget Model Design & Execution: Ability to design implement and manage complex budget models that align financial resources with institutional strategic goals and academic priorities.
• Data Modeling & Forecasting: Expert proficiency in advanced financial modeling trend analysis multi-year forecasting and scenario planning (e.g. enrollment dips state funding changes).
• Executive Communication & Storytelling: Skill in translating complex financial data and budget implications into clear concise and non-technical narratives for executive leadership deans and the governing board.
• Legislative Knowledge: Comprehensive understanding of state legislative processes funding formulas for public higher education and political dynamics that impact appropriation levels and budget restrictions.
• Cross-Functional Collaboration: Proven ability to build effective working relationships with non-financial stakeholders including Academic Affairs Enrollment Services Student Affairs Human Resources and Facilities to ensure budget compliance and accurate forecasting across departments.
• Capital & Debt Management: Knowledge of capital budgeting processes managing institutional debt and financing large projects (e.g. facilities construction or renovation) within public university constraints.
• Policy & Regulatory Compliance: Expert knowledge of federal (e.g. OMB Uniform Guidance) state and institutional compliance requirements related to financial oversight reporting and internal controls.
• Supervisory & Team Development: Ability to lead mentor and develop a high-performing budget team ensuring continuous professional development and knowledge transfer of current financial best practices.
• Process Optimization: Skill in optimizing budget development workflows leveraging enterprise resource planning (ERP) systems (e.g. Workday) for maximum efficiency and implementing system upgrades.
• Excellent communication skills; demonstrated ability to effectively communicate information in a clear and understandable manner both verbally and in writing.
• Demonstrated customer service experience requiring a very high level of diplomacy and professionalism to effectively handle a broad range of sensitive interpersonal situations.
• Demonstrated ability to interpret and consistently apply a wide variety of complex policies and procedures where specific guidelines may not always exist.
• Expressed ability to work with frequent changes in policies and procedures under pressure of deadlines in a fast-paced environment.
• Demonstrated ability to proactively assess work operations and anticipate potential problems; ability to develop and implement strategies for preventing/resolving problems.
• Great ability to effectively perform work of a highly sensitive and confidential nature that requires access to information. Must be able to exercise sound judgment and discretion tact and diplomacy.
• Takes initiative in independently planning organizing and performing work assignments within broadly defined parameters
• Demonstrated ability to work with a high level of productivity and accuracy/attention to detail.
• Excellent organizational and time management skills with the demonstrated ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines.
• Excellent computer skills and proficiency with a variety of computer applications including word processing spreadsheets databases online systems social media platforms Internet as well as online calendaring and email.
• Demonstrated ability to initiate establish and foster communication and teamwork by maintaining a positive cooperative productive work atmosphere in and outside the University with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds.
• Willingness to and work effectively in a heavily bureaucratic environment which requires regular interaction with a number of levels within the organization and multiple outside agencies.
• Working knowledge or ability to quickly learn university infrastructure policies and procedures.
• Demonstrated skills in an institutional/educational environment utilizing a customer-oriented and service-centered attitude.

Physical Demands

• Normal office activities such as sitting/standing at a desk using a computer answering phones and communicating in person both in writing and via phone with others.

Special Conditions

• Must be willing to travel and attend training programs off-site for occasional professional development.
• Must be able to work additional hours and adjust working hours to meet special jobs. May be called back periodically to perform work as needed on an emergency basis.
• Must be able to successfully pass a pre-employment background check.
• This position classification has been defined as exempt and is not subject to the overtime provisions of the Fair Labor Standards Act (FLSA).
• The person holding this position is considered a mandatory reporter under the Oregon Revised Statutes and is required to comply with the requirements set forth by the Oregon Department of Human Services.