Manager, Budget & Financial Planning
Core
Full-scope management of the operating budget and planning process for a university, including annual budget preparation, forecasting, multi-year planning, and financial reporting.
Role type
Manager, Budget & Financial Planning
Builds
Annual operating budgets, current year forecasts, multi-year plans, financial reports, and data trend/variance analytics for the university.
Domain
Higher Education / Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Budget preparation, forecasting, multi-year planning, GAAP compliance, fund accounting, financial modeling, data analysis, team leadership, system administration (Adaptive Planning/Workday), Excel proficiency, PowerPoint presentation
Preferred skills
Master's in Accounting, CPA, Higher Education accounting experience, Workday Finance/Adaptive Planning experience, budgeting and financial modeling expertise
Technologies
Workday Finance, Workday Adaptive Planning, Excel, PowerPoint, Google
Responsibilities
Manage annual operating budget, forecasting, and multi-year planning; Develop financial reports and data trend/variance analysis; Maintain integrity of Adaptive Planning system data; Manage budgets for General University and Central Pool; Lead and develop a team of analysts; Collaborate with Controller's office on GAAP compliance and closings; Train campus partners on budget processes
Seniority
Manager, hands-on IC with team leadership