Associate Vice President of Budget Planning and Financial Management

Job Summary

The Associate Vice President of Budget Planning and Financial Management assists the Senior Associate Vice President for Finance with leadership in planning, creating, and administering the $750 million campus budget, which includes five auxiliaries, NCAA Division I athletics and a compensation benefit pool. In addition to the campus operating budget, this position oversees the campus and auxiliary capital budget and debt program. This position influences university-wide strategies and decisions which have a high level of exposure and potential for a material influence on campus fiscal health or public perception; provides leadership to coordinate and prepare budgetary recommendations with each university VP; and participates in several university-wide committees.

Key Responsibilities

• Develop and maintain a multi-year financial plan, including enrollment based revenues and state support
• Advise Cabinet and campus leaders on budget and fiscal policy, analyzing data and developing fiscal strategy
• Communicating and maintaining financial transparency of the university’s budget
• Maintain a high level of expertise and knowledge of university-wide fiscal resources and their interconnectedness when making fiscal recommendations to the cabinet
• Manage campus tuition and fee revenue budgets
• Manage university-wide reserves and commitments against those reserves
• Manage the centralized benefit pools for the primary operating fund
• Manage university capital budget ($240 million) and debt program
• Manage federal grant programs including emergency aid
• Prepare and coordinate the university-wide budget oversight policy, which includes making recommendations to the CFO for actions needed to resolve discrepancies
• Administer the campus cost allocation plan to ensure operating fund resources are managed in accordance with policy
• Oversight and guidance in the Student Fee Policy including modification and establishment of fees, appropriate use of fees, and fiscal oversight
• Provides leadership to coordinate and prepare budgetary recommendations with each university VP
• Provide projections to cabinet throughout the year
• Provides leadership on several university-wide committees including Joint Enrollment, Budget Advisory, and Campus Fee Advisory. Represent campus on system-wide Budget Officers Association
• Oversee implementation and management of the budget process including allocation of commitments and managing business plan processes
• Develop and publish the annual SJSU Budget Report and work with the CFO to prepare his/her annual budget presentation to the Senate
• Deliver standard and ad-hoc analysis and reporting of centrally managed resources, including variances to budget
• Ensure key issues, risks, and business drivers are clearly understood and highlighted
• Oversee the annual FIRMS budget and campus fee submissions to the Chancellor’s Office, prepare designation of reserve balances
• Oversee a team of four professionals responsible for critical financial processes such as budget planning, forecasting, reporting, analysis, and compliance

Knowledge, Skills & Abilities

• Knowledge of financial planning and analysis concepts and approaches
• Knowledge of Generally Accepted Accounting Principles (GAAP) and governmental fund accounting
• Knowledge of policies and regulations that apply to the California State University
• Excellent written and verbal communication skills
• Demonstrated ability to clearly convey complex financial topics appropriate to the intended audience (senate, cabinet, student groups, etc.)
• Highly skilled in using technological tools to gather and present data, including: pivot tables, data warehouse applications, visualization and budgeting software
• Ability to define problems, collect data, establish facts and draw valid conclusions.
• Ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment
• Ability to supervise staff and lead teams
• Ability to evaluate compliance with federal, state and California State University policies and regulations
• Ability to write reports, business correspondence, and procedure manuals
• Ability to effectively present information and respond to questions from groups of managers, customers and the general public
• Ability to communicate with constituents in a professional and respectful manner

Required Qualifications

• Bachelor’s Degree or equivalent
• Minimum of seven years of progressively responsible analytical experienc