Director, Budget and Planning

Department Introduction:

The Morgridge College of Education (MCE) strives for excellence in preparing the next generation of teachers, educational leaders, counselors, library and information professionals, and school administrators to make positive change in education. The MCE enrolls more than 800 students annually in its 24 degree (MA/MLIS, EdS, and PhD), licensure, and certificate programs.

Job Summary:

The Director of Budget & Planning assists the deans in managing the business operations of the Morgridge College of Education. Reporting to the Dean, the Director is responsible for overseeing processing of the division’s financial transactions, including all grant activity; establishing financial policies and procedures; developing the division’s budget; monitoring compliance regarding use of divisional resources; and providing financial tools and research to facilitate planning to ensure financial sustainability and growth. The position currently supervises two Finance Assistants, a Payroll & Accounting Assistant, and a part-time Grants Administrator.

Specific duties include:
-Understands, implements, and assures divisional compliance with all University policies and procedures. In accordance with these policies, develops and implements divisional procedures as needed.
-Works closely with the Deans and Domain Chairs to direct the annual budget process including modeling, developing, forecasting, deploying, and monitoring budget activity.
-Prepares studies and analysis of enrollments, salaries, adjunct needs, faculty course loads, graduate financial aid, departmental salaries and expenses, and other areas. Creatively translates complex data into useful forms for discussion and presentation.
-Oversees processing of all HR, payroll, and purchasing paperwork and on-line submissions for the College. Assures accuracy of all divisional human resource records and payroll transactions.
-Monitors all current-year activity including keeping detailed records of all of the Dean’s financial commitments.
-Trains division staff on university budget and operating systems. Explains budget terminology and presents on division and university budget issues to faculty and staff.
-Provides grant support for the College, including serving on the Grants Committee, which reviews all grants; assisting with budget preparation; ensuring that all personnel paperwork is prepared and payments made; assisting with required reporting; and interacting with the Office of Research and Sponsored Programs.
-Other duties as assigned.

Preferred Qualifications:

-Master’s degree.
-8+ years of experience with budget forecasting and development, financial management, and accounting oversight.
-8+ years of administrative leadership, operations management, HR administration and supervisory experience.
-Experience in a university setting.
-Familiarity with university financial systems. Banner experience preferred.
-Knowledge of gift and grant accounting.
-Knowledge of HR policies and procedures.

Minimum Qualifications:

-Bachelor’s Degree.
-3-5 years of experience with budget forecasting and development, financial management, and accounting oversight.
-3-5 years of administrative leadership, operations management, HR administration and supervisory experience.
-Experience with strategizing and problem solving in a complex organization.
-Excellent computer skills, especially in MS Excel.
-Effective interpersonal communication skills.
-Proven ability to work collaboratively under tight deadlines.
-Demonstrated ability to maintain a positive, teamwork attitude.
-Effective time management, planning and organizational skills.
-Experience working directly with all levels of staff to develop and implement complex budgets and strategic plans.

Required Qualifications:

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