The mission of the University Budget Office is to provide planning and decision support for University executive leadership, business managers and others at Santa Clara University through compilation, analysis and dissemination of information that contributes to sound decision making in the planning and allocation of resources and assessments of institutional effectiveness. The Director is responsible for planning and managing the University strategic, capital and operational planning processes, developing budgets and recommending resource allocation. This includes an annual operating budget of $450+ million, a capital budget of $30+ million and other resources. Under the direction of the Associate Vice President of Finance, the Director is responsible for supporting the University's teaching, research and mission by providing quality financial, business and administrative services to the University community. The Director manages all aspects of the Budget Office including the daily activities of the University budget while ensuring compliance with policies, procedures, regulations and statutes. The Director is a key participant in long-term strategic planning and goal setting for facilities, technology, and anticipated staffing needs to support the growth and development of the University.
Essential Duties and Responsibilities
Provide leadership in strategic planning and budget development by managing a process to solicit and review current and projected needs of all academic/administrative units; evaluate defined priorities to clarify/reconcile programmatic objectives and scope for institution alignment with executive leadership and unit administrators; monitor, update, and communicate adjustments to the budget as needed during the course of the annual cycle 2. Implement budget planning and monitoring programs in concert with the financial goals and objectives of the University, divisions, business initiatives and related missions 3. Develop, recommend and implement financial planning policies and guidelines to support long-term modeling and financial support for the University's strategic plan 4. Develop, recommend and implement budget policies and guidelines for the preparation of the annual and multi-year budgets for Santa Clara University 5. Represent finance and administration on a wide range of planning matters, such as leading and/or participating in special projects, serving on University committees and ad hoc teams, and making presentations to executive management 6. Lead the annual budget development process, which includes the University Budget Council and the President's Cabinet, resulting in the annual consolidated operating and capital budget for the University that is recommended to the Board of Trustees 7. Meet with the Deans, Directors and other administrative staff to clarify the budgetary requirements, answer questions related to the preparation of the budget to assist the programs in the preparation of their requests 8. Direct and manage studies and analyses of budget and planning information to respond to internal and external queries and provide critical management information and other analysis to senior decision-makers 9. Coordinate responses to inquiries and requests from the President's Cabinet and the Board of Trustees on Santa Clara University's budget performance 10. Submit schedules and related analyses regarding University revenues and expenditures/transfers to executive leadership and Board of Trustees 11. Supervise and coordinate the University's fiscal year end reconciliation for management reporting 12. Develop financial models and prepare statistical analysis 13. Lead the selection and oversee the implementation of technology as needed to carry out the mission of the UBO 14. Lead the UBO office to serve as a resource to University units/departments and others in implementing budgeting/accounting policies and guidelines 15. Develop the criteria, formats and guidelines to be used by Santa Clara University programs in the preparation of their annual and multi-year budget requests 16. Other duties as assigned.
1. Recommends initiatives and implements changes to improve quality and services 2. Identifies and determines cause of problems; develops and presents recommendations for improvement of established processes and practices 3. Maintains contact with customers and solicits feedback for improved services 4. Maximizes productivity through use of appropriate tools; planned training and performance initiatives. 5. Researches and develops resources that create timely and efficient workflow 6. Prepares progress reports; informs supervisor of project status; and deviation from goals. Ensures completeness, accuracy and timeliness of all operational functions 7. Prepares and submits reports as requested and required 8. Develops and implements guidelines to support the functions of the unit
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred.
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonable accommodation.
1. Considerable time is spent at a desk using a computer terminal 2. May be required to travel to other buildings on the campus 3. May be required to attend conference and training sessions within Bay Area or in- or out-of-state locations 4. May be required to occasionally travel to outside customers, vendors or suppliers
The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. 1. Typical office environment 2. Mostly indoor office environment with windows 3. Offices with equipment noise 4. Offices with frequent interruptions
1. Experience in the use of technology to illustrate complex financial reports, comparisons, impact studies
2. Commitment to understand and support Santa Clara University's distinctive Jesuit educational vision and further the mission, values and goals of the University
1. Exceptional communication and interpersonal skills, as well as strong organizational and management abilities
1. Strong analytical skills and the proven ability to plan, develop and execute creative approaches to complex financial issues
2. This position requires the ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment
3. Ability to work effectively with school administrators, faculty, students and staff as well as university administrators at various levels
4. Ability to handle multiple projects, set priorities, meet deadlines and maintain a high level of performance in a fast paced environment with frequent interruptions
5. Ability to maintain a high level of confidentiality
6. A commitment to inclusion and diversity and a demonstrated ability to work with an increasingly diverse campus community
Education and/or Experience
1. Advanced degree in finance, business administration, accounting, public policy, public administration, or an equivalent field preferred and/or CPA license
2. 15 years of progressively responsible experience in planning and budgeting preferably in a university or nonprofit institution of equal or larger size
$5,422.71 - $6,451.17 semimonthly, commensurate with experience
Santa Clara University, a comprehensive Jesuit, Catholic university located in California's Silicon Valley, offers its more than 8,000 students rigorous undergraduate curricula in arts and sciences, business, and engineering, plus master's, Ph.D., and law degrees. Distinguished nationally by the fourth-highest graduation rate among all U.S. master's universities, California's oldest operating higher-education institution demonstrates faith-inspired values of ethics and social justice.