Director, Budget & Resource Planning

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Job Summary

The Director Budget and Resource Planning (the Director) is a strategic leader reporting to the Executive Director of Budget and Resource Planning with a vital role in advancing the universitys financial vision through innovative technology and data-driven insights.

In collaboration with the Budget Team the Director will engage in all facets of the universitys budgetary functions focusing on the modernization of budgeting forecasting and strategic planning capabilities of the University. This role is pivotal in the coordination of the annual operating budget the development of effective budget stewardship strategies and the creation of precise financial forecasting models that align revenue projections for tuition and grants with enrollment planning.

The Director will work with Vice Principals Deans and other members of senior management in preparing the annual budget. The role will also be participating in the management and development of the universitys annual budget and long-term financial strategy. Due to the high level of responsibility in the development of university planning and policy its implementation and interpretation the decisions of the incumbent influence and impact the entire university.

As a key member of the Budget and Planning leadership team the Director will demonstrate a commitment to diversity equity and inclusion; ensuring that these principles remain at the forefront when participating in medium and long-term strategic planning for the Department including preparation of staffing plans and performance indicators.

Job Description

KEY RESPONSIBILITIES:
Financial Planning and Forecasting
Coordinate financial planning for programs services and projects to ensure institutional needs are met within the universitys strategic plan.
Participate in intermediate and long- range financial planning strategy development and provide analysis on the outcomes of the integrated financial plan.
Conduct data analysis to evaluate new projects and initiatives identifying their financial and institutional impacts while providing actionable recommendations.
Monitor results of operations review variance reports and play a lead role in the development of financial forecasts for the Board of Trustees.
Monitor financial developments related to key governance bodies (e.g. Board of Trustees Senate) to ensure their implications are reflected in financial forecasts.

Budget Administration
Collaborate with the Executive Director to prepare the universitys comprehensive annual budget covering all funding sources (operating capital research etc.).
Work with institutional leaders including the Principal Vice-Principals and Deans to set revenue and expenditure parameters for the annual budget and multi-year financial forecasts.
Assist the Executive Director in the budget planning and financial reporting of activities for Bader College including making recommendations on the effective budget administration of the organization.
Develop and manage guidelines and templates for effective budget preparation ensuring clarity and consistency across portfolios.
Perform analysis to support the Executive Director in developing an effective budget-stewarding strategy to enhance financial awareness throughout the university. This includes serving as a primary point of contact for advice and information to support both shared services and faculties with budget administration analyzing budget requests adjudicating straight-forward requests and recommending funding levels to the Executive Director for consideration by the Provost Budget Committee.
Provide support to institutional committees such as the Senate Committee on Academic Development and Procedures and other Ad hoc Committees as required.
Ensure currency with all university financial policies generally accepted accounting principles Province of Ontario reporting requirements Federal Government reporting requirements.

Budget and Planning Systems
Facilitate review and assess all budgeting and planning processes identifying opportunities and making recommendations to the Executive Director to improve efficiencies and effectiveness.
Evaluate current budgeting methods and support system improvements that maximize the capabilities of available technology facilitating better data integration analysis and costing techniques.
Collaborate with key institutional stakeholders to optimize the use of budgeting systems ensuring alignment with enrolment trends and financial performance metrics.
Manage and oversee the development revision and maintenance of financial enrolment models (e.g. the undergraduate model and graduate model).
Work closely with the Office of the Dean of Student Affairs the School of Graduate Studies and Institutional Research and Planning to analyze the effects of enrolment trends and other key performance indicators on the financial enrolment models to ensure alignment with the universitys financial results of operations.
Perform related duties and responsibilities as required in support of special projects.

Managerial Duties
Create a positive work environment that supports and promotes a culture where a diverse range of ideas and perspectives are incorporated into decision-making.
Build an effective team by planning prioritizing and managing the work of employees providing strategic and tactical advice guidance and coaching. Identify the need for staff resources participate on staffing committees and make effective recommendations regarding employee selection.
Manage performance by establishing performance standards review and evaluate performance and conduct formal performance reviews on an ongoing basis.
Assess staff training and development needs and ensure that employees receive training required to improve and sustain successful performance.
Investigate address and resolve employee / labour relations issues including disciplinary
matters. Make decisions or effective recommendations on matters involving possible discipline discharge and probationary termination.

REQUIRED QUALIFICATIONS:
Undergraduate degree in business or a related field combined with a Professional Accounting designation or a Masters in Business Administration (MBA).
Several years experience with university finances including in-depth budget experience.
Demonstrated proficiency in contemporary budgeting forecasting and modeling as well as advanced proficiency in preparing management reports and business plans.
Familiarity with university budget policies and provincial funding regimes preferred.
Comprehensive knowledge of current accounting principles.
Proven prior supervisory experience demonstrating strong leadership and team development skills to manage a group of skilled professionals.
Advanced Microsoft Office computer skills including Advanced Excel Modeling.
The incumbent must be able to attend work on campus (minimum of 4 days per week). Hybrid work is supported.
An equivalent combination of education and experience may be considered.

SPECIAL SKILLS:
Superior ability to assess organizational strategy and objectives and to develop solutions and initiatives that align with organizational goals.
Demonstrated strength in engaging and empowering others to achieve objectives.
Exceptional interpersonal skills and adept at fostering relationships with diverse groups of stakeholders.
Aptitude for processing and communicating complex information in a way that can be
readily understood by others.
Ability to evaluate organize and manage a demanding schedule of competing priorities and deadlines and effectively adapt to change.

DECISION MAKING:
Provide advice on policy options concerning budget issues.
Assist with policy development budget policies budget allocations internal control policies.
Analyze and recommend appropriate levels of funding for new initiatives being proposed; determine strategic and tactical approach in the development and implementation of initiatives.
Advise and recommend to the Executive Director on appropriate procedures systems and organization for the provision of information to internal and external constituents (senior management Board of Trustees External Auditors). Develop and provide advice on the integrated financial plan.
Advise on appropriate solutions/procedures for financial or budgetary issues and related problems that continually arise.
Determine appropriate support guidance and advice while supporting departments and faculties with budget administration.
Determine suitable recommendations for planning and administering an effective budget- stewarding strategy to enhance financial awareness throughout the university.
Determine when to adjudicate straight-forward requests and when to refer or make recommendations on complex requests to the Executive Director.
Evaluate candidates and make effective recommendations on suitable hires.
Make decisions and / or effective recommendations regarding transfers and promotions.
Evaluate employee performance and decide on appropriate training or coaching to address lack of proficiency in carrying out responsibilities or remedial action for staff disciplinary situations.
Assess investigation outcome of grievances and make effective recommendations on appropriate course of action or next steps on grievances.
Make effective recommendations on level of discipline up to discharge and probationary termination.

Employment Equity and Accessibility Statement

The University invites applications from all qualified individuals. Queens is strongly committed to employment equity diversity and inclusion in the workplace and encourages applications from Black racialized persons Indigenous people women persons with disabilities and 2SLGBTQI accordance with Canadian Immigration requirements priority will be given to those who are legally eligible to work in Canada.

The University provides support in its recruitment processes to all applicants who require accommodation due to a protected ground under the Ontario Human Rights Code including those with disabilities. Candidates requiring accommodation during the recruitment process are asked to contact Human Resources at .