Executive Director of Budget, Planning, and Analysis

Job Details


Budget Planning and Analysis-216000

Career Area :


Posting Open Date:


Open Until Filled:


Position Type:

Permanent Staff (EHRA NF)

Working Title:

Executive Director of Budget, Planning, and Analysis

Appointment Type:

EHRA Non-Faculty

Position Number:


Vacancy ID:


Full Time/Part Time:

Full-Time Permanent



Hours per week:


Position Location:

North Carolina, US

Proposed Start Date:


Primary Purpose of Organizational Unit:

The Budget Planning and Analysis Office supports the University in informed decision making through financial analysis, budget planning, execution and control. It serves as a liaison between campus, University leadership and external financial organizations such as The University of North Carolina System, North Carolina Office of State Budget and Management and the North Carolina General Assembly Fiscal Research Division. This office performs all ongoing functional responsibilities including budget oversight and reporting on state funds in compliance with all state regulations and requirements.

Position Summary:

Reporting to the Senior Associate Vice Chancellor for Finance and Budget (AVC), the Executive Director for Budget, Financial Planning, and Analysis is charged with refining the University’s budget operations to support campus and central administration needs. Further, the Executive Director will oversee the University’s comprehensive all-funds budget process that is collaborative as well as performance and data driven. The Executive Director will join leadership across campus on the implementation of a new budget tool in advance of the FY 2024-2025 budget cycle.

This role is responsible for leading the Office of Budget, Planning and Analysis to support the institution in informed decision making through robust planning, analysis, and information delivery. The position will also assist University leadership in implementing appropriate budget and planning strategies that support the University’s strategic initiatives. The Executive Director will work closely with executive leadership, vice chancellors, deans, department heads, and budget and financial managers across the institution.

Primary duties include:
(1) Budget Development and Implementation: Lead the development and implementation of the University’s all-funds budget, budget reporting, and associated processes through a consensus-oriented process. Ensure that budgets are prepared for public hearings, Board adoption and forwarded to appropriate agencies in accordance with local, state, and federal laws. Responsible for the creation, management, and publication of the University’s Budget Book.
(2) Planning and Analysis: Expand the capabilities (in terms of staffing levels, skill sets, and organizational structure) of the existing Budget Office within the Finance and Operations Division to provide budget, financial planning, modeling, and analysis support to the University’s executive leadership and units.
(3) Leadership and Supervision: Develop organizational structure, technical and analytical skill sets, systems and processes to support budget, financial planning, modeling, and analysis functions. Responsible for supervising and managing day-to-day activities, performance management, and deadlines for direct reports.
(4) Client Relations and Service: Act as a principal liaison between the Division of Finance and Operations and campus stakeholders, as well as between the campus and various external entities related to budget and financial planning matters.
(5) Business Analysis and Enterprise Resource Management: Provide functional leadership for budget-related issues within the University’s Financial system to assure that central and campus user requirements are continuously reflected in system design, configuration, reporting, and upgrades.
(6) Project Management: Identify and partner with key administrative and campus departments to execute budget, financial planning, modeling, and analysis projects as directed by the AVC or the Vice Chancellor for Finance and Operations & CFO (VCF&O).

Minimum Education and Experience Requirements:

Relevant post-Baccalaureate degree required (or foreign degree equivalent) with three years or greater of related professional experience; for candidates demonstrating comparable professional backgrounds, will accept a relevant Bachelor’s degree (or foreign degree equivalent) and five years or greater of relevant experience in substitution.

Required Qualifications, Competencies, and Experience:

A Bachelor’s degree in business, finance, management, public administration, or a related field is required.

Minimum of 8-10 years of executive-level experience managing the budget operations of a federal or state agency, municipality, or higher education institution of similar scope and complexity as UNC-Chapel Hill, or in a senior financial leadership role of a medium-sized institution with an overall comparable scope of responsibility.

The successful candidate must have:
Experience in planning (formulation) and management (execution) of comprehensive budgets for complex entities, with a preference for experience in higher education/federal or state government settings;
Experience in addressing and developing complex institutional budgetary priorities and needs;
Familiarity with various budget models;
Proficient in statistical analysis, revenue forecasting, financial modeling, project modeling and business plan development;
Strong planning, analysis, and management skills;
Strong leadership skills, experience leading knowledgeable subject matter experts, and developing staff;
Experience dealing with change management, both from an organizational/structural and technical/system perspective;
Experience leading complex financial systems and organizations, especially in a university or federal government setting;
Experience operating as a team member in a cohesive leadership team; willingness to participate in team interactions, collaborative projects, and decision-making.

Preferred Qualifications, Competencies, and Experience:

An advanced degree in business, finance, management, or public administration is preferred, as is a certification in public accounting.

Experience in performing these functions in a public research university or federal, state agency, or municipality is strongly preferred. Strong communication, collaboration, and coalition-building skills are essential as is a commitment to diversity, inclusion, and collaborative decision making in the workplace.

Campus Security Authority Responsibilities:

This position is designated as a Campus Security Authority in accordance with the Clery Act. This position will be required to report Clery crimes to the Clery Compliance Manager and complete annual training about reporting responsibilities.

Special Instructions:

The search will remain open until filled. For optimal consideration, application materials should be received by October 31, 2022, at which time the search committee will begin reviewing applications.


The nation’s first public university is at the heart of what’s next, preparing a diverse student body to become creators, explorers, innovators and leaders in North Carolina and throughout the world. Carolina’s nationally recognized, innovative teaching, campus-wide spirit of inquiry and dedication to public service continue the legacy that began in 1795 when the University first opened its doors to students.

Here, in one of America's most beautiful college settings, we offer exceptional careers in richly diverse fields. Come explore what UNC-Chapel Hill has to offer you.

Undergraduate Enrollment: 19,117

Graduate/Professional Enrollment: 10,894

Total Student Enrollment: 30,011

Founded: 1789, as the first state university in the United States

Type of Institution: Public, four-year

Undergraduate Admission: 15,961

Graduate/Professional Enrollment: 10,039

Total Student Enrollment: 26,000

Faculty: 3,000

Percentage of faculty who hold Ph.D.s or the highest degrees in their field: 94 percent

Faculty/student ratio: 1/14

Location: UNC is located in the heart of Chapel Hill, the best college town in America! It's a friendly town of about 40,000 in the geographical center of North Carolina. Chapel Hill is at the western point of the Research Triangle, an area of about one million people, comprised of Chapel Hill, the cities of Durham and Raleigh, and the Research Triangle Park, home of many corporate offices and scientific research centers. Carolina is about 30 miles from the state capital, Raleigh, and 20 minutes from Raleigh-Durham International Airport.

Chapel Hill's main street, Franklin Street, borders the campus and offers shops, coffee houses, cafés, movie theaters and houses of worship. The town has a historic district, museum, library, parks, malls, and many recreational facilities.

Origins of Carolina's students: 82 percent of UNC's freshmen are from North Carolina and 18 percent are from out-of-state. Our students come from 42 different states and our international students represent 37 countries.

Size of freshman class: Approximately 3,400

Class size: Barely five percent of undergraduate classes contain more than 100 students; two-thirds of undergraduate classes have fewer than 30 students. Forty-one percent have fewer than 20 students, including First Year Seminars, in which first-year students work closely with professors.

Sports and athletic programs: UNC is an NCAA Division I school with 28 varsity teams. Carolina is the proud home of the Dean Smith Center, Kenan Stadium, Carmichael Auditorium, Koury Natatorium, and many other fine athletic facilities. Students join more than 60 intramural and club sports, which include baseball, bowling, crew, golf, lacrosse, rock climbing, rugby, tae kwon do, and ultimate frisbee. The Student Recreation Center offers weight training, aerobics, stair machines, and all the equipment you would expect to find at a great health club! Carolina offers a newly renovated outdoor pool and indoor pools, a golf course, tennis courts, and the longest zipline in America!

Number of residence halls: Incoming undergraduates will live in one of Carolina's 29 residence halls, which are wired for Internet access and cable television. housing.unc.edu

Scholarships and financial aid: About 40 percent of UNC-Chapel Hill students receive scholarships and/or some form of financial aid. studentaid.unc.edu

Special research institutes: Institute for Research in Social Science, Institute of Outdoor Drama, Morehead Planetarium, Kenan Institute of Private Enterprise, Institute of Government, Institute of African American Research.

Career services: On-campus counseling, job fairs, résumé writing service, internships, placement services. www.unc.edu/depts/career

Technological facilities: Students find multiple uses for Carolina's state-of-the-art technological resources. They can access Carolina's computer services through Academic Technology and Networks, which manages academic computing, e-mail, microcomputing labs, interactive media presentation, video and classroom support, and a help desk. The MetaLab oversees the development of SunSITE, one of the world's busiest digital library and electronic publishing projects.

Students may open e-mail accounts, and many use campus computer resources to construct personal Web pages. Students in residence halls have hardwired network connections to the Internet and cable television in their rooms. At the ATN Training center, students may take classes on software packages and utilities. Computer labs are available for student use all over campus.

Carolina Computing Initiative: Beginning with the freshman class of 2000, undergraduates must purchase laptop computers. The University has arranged for IBM to offer computers at excellent prices. Students, faculty, and staff will enjoy cost savings, higher quality compatible equipment, and better technical support through CCI. www.unc.edu/cci

The Study Abroad program allows students to live and learn in Europe, the Middle East, Asia and the Pacific Rim, Africa, and the Americas. www.unc.edu/depts/abroad

The Honors Program offers special seminars, research programs, and the chance to design your own independent studies. www.unc.edu/depts/honors

Carolina students spend time in public service through student organizations, the Campus Y, the Carolina Center for Public Service, and courses that incorporate community service.

UNC's chapter of Phi Beta Kappa, a national collegiate honor society, is the oldest in North Carolina, dating from 1904. There are many other honorary societies at Carolina.

UNC offers ROTC programs in all branches of national military service.

Through the First Year Seminars program, first year students will understand what it means to study at a premier research university. They will learn from faculty members and share in their research in seminars of no more than 20 students.

Life outside the classroom: More than 370 clubs, teams, and student organizations offer something for everyone! You can choose from among musical and dramatic performing groups, publications, ethnic and religious clubs, the Campus Y and other service organizations, fraternities and sororities, and pre- professional organizations. Whatever your interests, you will find others at Carolina who share them! www.unc.edu/depts/union/student/listintr.htm

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert