Director of Budget Planning and Analysis

Hybrid within Iowa: a hybrid/remote work schedule is permitted as long as the incumbent works within the state of Iowa and can come to campus as needed.

About the role

This position leads the development and administration of the University’s annual operating budget and multi-year financial plan, coordinates and refines the University's budget model, performs continual analyses and reporting of budget-to-actual results, maintains related policies and procedures, implements and maintains budget and related systems, trains budget users, and provides analytical leadership for the University Budget Office.

Responsibilities

• Provide leadership in the analysis and preparation of University annual operating budgets, forecasts, and long-range financial plans in collaboration with senior management and university business officers.
• Identify, analyze, and resolve problems by recognizing patterns, trends, or missing pieces of information.
• Review and prepare budget requests, preliminary information, and final budgets for submission to the Board of Regents.
• Prepare required financial reports and information for the Board Office.
• Oversee the analytical components of the University’s budget model and contribute to related policies and procedures.
• Serve as the lead analytical resource for assigned budget units and represent the University Budget Office on standing and ad-hoc committees as requested.
• Provide analytical direction and coordinate efforts with functional and technical staff to maintain and enhance systems and tools used for budget development, forecasting, and reporting.
• Create budget reports and forecasts using the budget system and/or other specialized software products.
• Develop budget and financial reports, and prepare various financial analyses.
• Work collaboratively with university collegiate and administrative units to lead analytical activities that support coordination of the university budget, long-range budget planning, policy development, and reporting.
• Analyze data from the Planning & Budget System (Oracle PBCS), General Ledger (PeopleSoft), Student Information System (MAUI), and/or other systems used in the development of university budgets.
• Ensure adherence to all State of Iowa, Board of Regents, and university requirements and methodologies governing university budget development, monitoring, and reporting.
• Provide leadership in updating budget policies, procedures, internal budgetary controls, and reporting mechanisms.
• Process journal entries related to the General Education Fund year-end closeout, recurring and non-recurring budget adjustments, and other miscellaneous ad hoc requests, as needed.
• Review and validate workflow transactions for university general commitments.
• Coordinate and provide day-to-day functional guidance for the Budget Office.
• Participate in establishing and prioritizing short- and long-range goals and objectives for the unit.
• Provide administrative oversight to employees, including participating in interviewing, selection recommendations, onboarding, training, performance feedback, and making recommendations regarding salary administration, promotions, and disciplinary actions, as appropriate.

Requirements

• Master’s degree in Business Administration, Accounting, Finance, or closely related field, or equivalent combination of education and experience.
• Minimum 84 months (7 years) of progressive experience in budgeting, accounting, and/or financial analysis.
• Demonstrated ability to develop and lead a high-performing and collaborative team.
• Demonstrated excellent written and verbal communication skills, strong critical thinking skills, problem-solving skills, and experience presenting to large groups and providing training.
• Demonstrated extensive proficiency with Microsoft Office Suite (Excel, Access, Word, and PowerPoint).
• Demonstrated ability to foster a welcoming and respectful environment and work effectively with individuals from a variety of backgrounds, perspectives, and experiences.

Schedule

Full-time, hybrid within Iowa.