Job Description
Executive Director of Budgeting and Planning Job Description Summary: The Director of Budgeting & Planning is a key leadership position within the Office of Financial and Business Services, responsible for leading and managing the university’s operating and capital budgeting processes. The Director ensures that the budget supports the institution’s strategic goals and is financially sustainable, with particular attention to the challenges of a tuition-driven financial model. This role partners with academic, administrative, and financial leaders across undergraduate, graduate, and professional schools to promote data-informed resource allocation and long-term planning.
Minimum Qualifications: - Bachelor’s degree in Finance, Accounting, Public Administration, Higher Education Administration, Business, or a related field, from an accredited institution.
- Minimum of 7 years of progressively responsible experience in budget planning, financial analysis, or resource management in a higher education or nonprofit setting, including 3 years supervisory experience.
- Proven experience managing complex budget processes in a tuition-dependent institution.
- Strong analytical and financial modeling skills.
- Excellent communication, presentation, and interpersonal skills.
- Demonstrated ability to work effectively with diverse stakeholders and build consensus.
Preferred Qualifications: - A Master’s Degree is preferred.
- Experience with integrated financial planning systems.
- Knowledge of private university financial models, including tuition discounting, enrollment forecasting, and net tuition revenue management.
- Familiarity with capital planning and debt financing in higher education.
- Commitment to mission-driven financial stewardship.
Specific Duties: Duty:
Strategic Budget Leadership
- Lead the development, implementation, and monitoring of the university’s annual and multi-year operating and capital budgets.
- Align budget planning with institutional priorities, strategic enrollment goals, and long-term financial sustainability.
- Advise senior leadership on budget scenarios, trade-offs, and strategic investments in the context of enrollment trends and tuition dependency.
Percentage of Time: 25
Duty:
Budget Development and Management
- Oversee preparation and dissemination of budget guidelines, timelines, and tools to university departments and units.
- Analyze and evaluate budget submissions for alignment with university priorities, financial constraints, and compliance with policies.
- Monitor actual performance against budget; lead monthly forecasting and variance analyses.
- Lead the implementation of a new budgeting software package.
Percentage of Time: 25
Duty:
Data Analysis and Reporting
- Provide accurate, timely, and comprehensive financial and budgetary reports to senior leadership, the Board of Trustees, and external foundations and auditors.
- Develop financial models, dashboards, and key performance indicators (KPIs) to support strategic decision-making.
- Identify financial risks and opportunities and recommend corrective actions.
Percentage of Time: 20
Duty:
Resource Allocation and Planning
- Develop transparent methodologies for resource allocation to colleges, and administrative units.
- Support initiatives such as program reviews, new academic offerings, and strategic investments with financial impact analyses and preparation of pro-formas
- Participate in long-range institutional planning and strategic financial modeling.
Percentage of Time: 10
Duty:
Collaboration and Communication
- Serve as a strategic partner to deans, department heads, and administrative leaders, providing guidance on budget planning, tuition revenue projections, and cost containment.
- Communicate complex budgetary and financial information to diverse stakeholders in a clear and accessible manner.
- Promote a culture of fiscal responsibility, transparency, accountability, adherence to policies and continuous improvement.
Percentage of Time: 10
Duty:
Team Leadership and Development
- Lead, mentor, and develop the senior budget analyst position with strong analytical and interpersonal skills.
- Foster collaboration and a customer-service orientation within the Budget Office and with the budget managers.
- Ensure team adherence to best practices, ethical standards, and university policies.
Percentage of Time: 5
Duty: Other duties as assigned
Percentage of Time: 5
Salary Range
Maximum: $152,083
Minimum: $150,460.87
Benefits Summary: Applicants, please note that actual compensation is determined by several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, certifications, relevant education or training, and specific work location, among others. The offered wage or salary is only one aspect of an employee’s total compensation
Benefits include a comprehensive health and wellness plan, tuition remission program for employee, spouse, and dependent children, a generous contribution to the University’s 403B retirement plan, and a generous time off plan.
Employment is contingent upon successful completion and clearance of a background check and employment verification.
Location: La Verne Main Campus
Close Date: Open Until Filled: Yes
To be considered for this position please visit our web site and apply on line at the following link:
Institutional Profile Located in Southern California, the University of La Verne offers a distinctive and relevant educational experience to a diverse population of students, preparing them for successful careers and a commitment to lifelong learning across the liberal arts and professional programs. The academic units of the not-for-profit university include the College of Arts and Sciences, the College of Business and Public Management, the LaFetra College of Education, and the College of Law. The university offers both undergraduate and graduate programs, including degree programs tailored for working adults. The university's central campus is located 30 miles east of Los Angeles in the historic Old Town section of La Verne, a city with a population of approximately 35,000 at the foothills of the San Gabriel Mountains. The university also has eight regional campuses throughout California and the College of Law campus in Ontario, California. The university is classified as a Carnegie Doctoral Institution with moderate research activity. Core values are reflected throughout all curricular and co-curricular programs, its emphasis on close professor-student interaction, personal support of its students, and its diversity.
The University of La Verne prides itself in being reflective of the diversity of Southern California. Approximately 80 percent of its nearly 8,500 students come from diverse backgrounds and the U.S. Department of Education has designated the university as a Hispanic Serving Institution (HSI). With 80,000 alumni, the university fulfills a critical community function in educating students from underserved populations, many of whom are the first generation in their family to attend college.
The University of La Verne is an equal opportunity employer and does not discriminate against employment or employees on any basis prohibited by state and federal law. University of La Verne hires and promotes individuals based on their qualifications and is consistent with applicable state and federal laws, without regard to race, color, religion, gender, disability, medical condition a or sexual orientation
Job Tags
Full time, Work at office,