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.
- 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
- 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
- Unquestioned integrity and trustworthiness
- Fiscally minded
- 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
- A Bachelor’s degree in a related field
- 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
- Eight (8) years of progressively responsible experience including at least three years of high-level experience in planning, budgeting, or a closely related field
- 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.
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).