Director of Budget, Planning & Analysis

About the role

The Director of Budget, Planning Analysis provides enterprise leadership for the Budget, Planning, Analysis (BPA) department for UC Davis Health (UCDH), which includes the UC Davis Medical Center (UCDMC), the School of Medicine (SOM) and School of Nursing (SON). The Director is accountable for establishing the strategic direction, governance, policies, methodologies, and operational framework for the organization’s financial planning process. This position serves as the principal advisor to executive leadership on operating budget processes and methodologies to support organizational priorities.

The incumbent develops and maintains strong collaborative relationships with executive leadership, including the CEO, Chief Financial Officer, the Deans of SOM and SON, all Associate and Assistant Directors within UCDMC, Chief Administrative Officers (CAO) within the SOM and all departments within UC Davis Health (UCDH). This position represents Budget, Planning Analysis on enterprise initiatives, executive committees and cross-functional strategic projects.

Responsibilities

• 35% - Budget and Financial Planning: Responsible for the execution of the UCDH annual operating budget. Develop and manage budget policies, timelines and procedures. Establish enterprise budget policies, governance structure, planning assumptions, methodologies and annual planning calendar. Lead enterprise resource allocation recommendations supporting organizational priorities. Recommend planning assumptions to executive leadership based upon reimbursement, volume, labor, inflation and regulatory trends. Ensure alignment between operating budgets, capital planning, workforce planning and forecasting.
• 20% - Executive Leadership: Advise executive and operational leadership regarding financial planning strategy. Present financial planning recommendations. Resolve complex financial planning issues requiring enterprise level decisions. Represent Budget Planning Analysis on health system initiatives.
• 20% - Management of Staff Resources: Establish departmental goals, priorities, performance expectations and service standards. Develop managers and staff through coaching, mentoring and performance management. Allocate department resources to meet organizational priorities. Promote collaboration across all functions of Financial Planning Analysis, Finance Accounting and Revenue Cycle. Foster continuous improvement throughout the department.
• 15% - Financial Planning Systems and Analytics: Establish governance for the enterprise budgeting and planning system. Prioritize system enhancements that support organizational strategy. Sponsor implementation of new planning capabilities, models and analytics.
• 10% - Initiatives and Relationships: Lead financial planning support for new programs and business initiatives. Represent Budget Planning Analysis during external audits. Collaborate with Davis Campus leadership, consultants and external benchmarking organizations, as needed.

Requirements

• Bachelor’s Degree in Accounting, Finance, Information Systems, Health Care Administration, or related field or a combination of experience, education or training.
• 8-10 years of progressive, management-level administrative leadership in a large, complex organization, preferably in higher education or academic health.
• Must be able to communicate well in a highly visible public forum; must have physical and emotional stamina to thrive in a result-driven environment; must have a professional and polished presence in person and virtually; must have experience partnering with diverse populations by demonstrating cultural sensitivity/awareness and flexibility.
• Scope and complexity of funding responsibilities – This position works directly with UCDH’s leadership and key staff throughout the UC system. It requires a high level of expertise and knowledge in the area of accounting, financial analysis, and budgeting.
• In-depth financial knowledge, management skills, strong analytical abilities and understanding of hospital operations. Financial knowledge includes:
  • Advanced knowledge of financial and accounting principles, ability to read and interpret financial and statistical reports.
  • In-depth knowledge of budget systems such as: EPSi Budget Module, Axiom Budget module and/or StrataJazz.
  • Ability to analyze and project fiscal impact of changes in hospital activity and/or trends.
  • Ability to identify information sources from both within and outside the institution and apply that data to develop in-depth financial models.
  • Ability to develop a team of analysts to perform advanced analysis using a variety of computer applications.
  • Ability to explain complex calculations in a simplified manner.
• Strong management skills with a team orientation.
• Ability to communicate effectively with all levels of the organization and present complex financial concepts effectively to a non-financial audience.
• Excellent verbal and written communication skills.
• Ability to develop positive professional relationships with all levels of the organization.
• Ability to make sound decisions and employ effective problem-solving techniques to analyze complex problems or information in an objective manner, derive logical conclusions, and initiate appropriate actions for effective resolution and follow-through.

Preferred Qualifications

• Advanced degree (MBA, MHA, CPA, CMA) or equivalent.
• Leadership Competencies:
  • Strategic financial leadership
  • Executive communication and influence
  • Organizational change leadership
  • Enterprise collaboration
  • Talent development
  • Financial systems governance
  • Enterprise decision support
  • Negotiation and conflict resolution

Department Overview

Budget, Planning Analysis delivers complex analytical support, key performance indicators, and financial plans to assist in the delivery of actionable measures in alignment with the vision, mission, and goals of UC Davis Health.

Pay

Full Salary Grade Range: $125,600 - $268,000 annually, paid monthly in arrears.

Benefits

Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis offers a full range of benefits, resources and programs to help you and your family achieve your health, wellness, financial and career goals. Benefits include:

• Comprehensive health, dental, and vision plans
• Retirement savings plans
• Paid time off (vacation, sick leave, holidays)
• Disability and life insurance
• Employee assistance programs
• Professional development opportunities

For more details, visit the UCnet Benefits Page, Benefits Summary for UC Davis Health Employees, or Benefits Summary for UC Davis Employees.

Schedule

• Percentage of Time: 100%
• This position is hybrid (mix of on-site and remote work).