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Director of Budget & Planning

Clarkson University
Potsdam, NY

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Job Details

Job Title: Director of Budget & Planning

FLSA Status: Exempt

Department: Chief Financial Officer

Title of Manager/Supervisor: Chief Financial Officer

Number of Employees Reporting to this Position: 2 – 3

Remote Workdays: This is a full time on Campus position with zero remote workdays.

Position Summary: The Director of Budget & Planning works closely with the Chief Financial Officer to provide oversight on all aspects of Clarkson University’s financial planning and analysis. This position works closely with the Controller to ensure alignment of budget and financial planning with financial reporting and provides regular updates to the Financial Affairs Committee of the Board of Trustees. The position also works closely with the Provost and peers across campus on integrated planning efforts including the alignment of strategic planning, academic planning, financial planning, space planning, capital planning, and other operational planning. The position is responsible for leadership of financial planning, forecasting, budgeting, business and financial analysis, and reporting budgetary performance. The position leads the University-wide integrated all-funds financial forecasting and planning efforts for approximately $140 million in revenue and activities across Clarkson University, working directly with senior leadership and the Board of Trustees. The Director of Budget & Planning must develop strong and effective working relationships with staff as well as external constituents.

General Purpose: This position works closely with the Controller to ensure alignment of budget and financial planning with financial reporting and provides regular updates to the Financial Affairs Committee of the Board of Trustees.

Position Responsibilities:

  • Lead university-wide financial planning and analysis, oversee the development and implementation of a university budget model, and supervise budget office staff
  • Evaluate and implement best practices in forecasting and performance monitoring including all fund types and activities
  • Integrate financial planning with strategic planning, academic planning, space planning, capital planning, and other operational planning
  • Provide effective training and ongoing performance feedback and formal annual performance evaluations. Motivate staff to achieve peak performance; initiate corrective and/or disciplinary action as necessary
  • On behalf of the Chief Financial Officer, lead or oversee projects and initiatives that advance the University mission related to financial and business services
  • Develop and cultivate solid working relationships throughout the University community, with key academic and administrative leaders at all campuses and colleges and external stakeholders
  • Foster a culture of customer service and shared fiscal responsibility and accountability
  • Serve as an appointing authority for the area when the Chief Financial Officer is unavailable. Represent the University on internal and/or external committees, boards or workgroup
  • Perform other related duties as assigned

Essential Skills:

  • Expertise in higher education budget and financial analysis including forecasting and variance analysis
  • Sound judgement and decision-making, with transparency in decision-making adaptability
  • Outstanding critical thinking skills, including the ability to analyze data, identify trends, pinpoint problems and root causes, ask probing questions, and develop solutions
  • Successful experience interacting effectively across internal and external organizations at all levels and with multiple stakeholder groups
  • Resourceful and resilient, able to cope under pressure
  • Ability to foster collaboration with a high degree of professionalism and ability to maintain high levels of confidentiality
  • Ability to manage projects and successfully lead employees in balancing multiple projects with clear deadlines
  • Excellent oral and written communication and presentation skills; exceptional listening skills
  • Expertise with budget, financial, and reporting systems
  • Knowledge of and commitment to affirmative action and equal employment opportunity
  • Demonstrated commitment to diversity and inclusio
  • Ability to travel, as needed

Essential Behaviors:

  • Unquestioned integrity and trustworthiness
  • Fiscally minded
  • Results-driven
  • Commitment to return on investment/value-added activities.
  • Commitment to the University’s mission and strategic plan
  • Ability to make good, consistent and fair decisions (based on fact and data).
  • Ability to work with cross-functional teams and to foster teamwork


Minimal Qualifications:

  • A Bachelor’s degree in a related field

Preferred Qualifications:

  • Advanced degree, preferably in finance, business administration, management, or accounting
  • Mid-level management experience in an institution of higher education
  • Demonstrated expertise in forecasting
  • Experience in institutional budgeting, forecasting and planning
  • Experience analyzing business proposals


Minimal Experience:

  • Eight (8) years of progressively responsible experience including at least three years of high-level experience in planning, budgeting, or a closely related field

Preferred Experience:

  • Ten (10) years of progressively responsible experience including at least five years of high-level experience in higher education planning, budgeting, or a closely related field.

Physical Demands:

The physical demands characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Ability to sit at a computer using a keyboard for extended periods of time
  • Ability to sit and stand in meetings for extended periods
  • While performing the duties of this job, the employee is occasionally required to stand; walk; sit; bend and stoop
  • The employee must occasionally lift and/or move up to 25 pounds
  • Regular use of the telephone and e-mail for communication is essential
  • Hearing and vision within normal ranges is essential for normal conversations, to receive ordinary information and to prepare or inspect documents
  • Nearly always, work indoors
  • Repetition of the same mental and physical tasks
  • Other demands as required by specific position

Special Instructions to Applicants:

An equal opportunity/affirmative action employer, Clarkson University actively seeks and encourages applications from minorities, women and people with disabilities.
All offers of employment are subject to the applicant successfully passing a background check (including, but not limited to, employment verification, educational and other credential verification, and criminal records).


Working at Clarkson University

As a private, national research university, Clarkson is a leader in technological education and sustainable economic development through teaching, scholarship, research and innovation.   We ignite personal connections across academic fields and industries to create the entrepreneurial mindset, knowledge and intellectual curiosity needed to innovate world-relevant solutions and cultivate the leaders of tomorrow. With its main campus located in Potsdam, N.Y., and additional graduate program and research facilities in the New York Capital Region, Beacon, N.Y., and New York City, Clarkson educates 4,300 students across 95+ rigorous programs of study in engineering, business, the arts, education, sciences and health professions. Clarkson alumni earn salaries that are among the top 2.5% in the nation and realize accelerated career growth.  One in five already leads as a CEO, senior executive or owner of a company. 

Clarkson welcomes scholars and students from all over the world.

Our community and campus settings enhance the quality of student life and afford students access to and interaction with their faculty. We value the diversity of our University community; and we strive to attune ourselves and our programs to our global, pluralistic society. We share the belief that humane and environmentally sound economic and social development derive from the expansion, diffusion and application of knowledge.

Through our Office of Human Resources, we focus on the recruitment, onboarding, training and professional development of our employee community across multiple campuses and learning environments. The goal is a campus community where all are welcomed and valued members who contribute to the development of global citizenship by promoting a diverse and inclusive environment.


#ClarksonIgnite is our catalyst for exploring, creating and achieving what’s next.

#ClarksonIgnite Fellows:

The Studio  -

Three Day Start Up


IgniteClarkson is a highly-collaborative community that ignites connections across fields, industries and cultures. 

Together we ignite the mindsets and skill sets that are in demand for tomorrow’s best careers . To think, act and lead globally, we span disciplines to find new solutions and deepen our respect for the diversity of our University community.

We develop innovative programs and research portfolios in partnership with business and industry to explore, create and achieve better futures. We invest in people, ideas and our campus’ living. We give our time, resources and goodwill to drive the future.

We are all Golden Knights who commit to living the Clarkson Values and sharing our success as a model of these ideals. Through the legacy of our personal accomplishments and generosity, we ensure the next generation has the same opportunities to create a better world for themselves and society.

Teaching at Clarkson –
Women’s D1 Ice Hockey National Champions!
Career Fair
Clarkson Bass Fishing
Move In Day
Career Fair

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