Executive Director of Budget and Planning
Job no: 548064
Work type: Management (MPP)
Location: Monterey Bay
Categories: MPP, Administrative, At-Will, Full Time, On-site (work in-person at business location)
Classification: Administrator III
Hours: Full-time / 40 hours per week
FLSA: Exempt
Anticipated Hiring Salary Range: $12,500- $14,165* mo.
CSU Salary Schedule
*CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs.
Priority Screening Date: June 16, 2025
Recruitment Status: Open Until Filled
ABOUT CSUMB
California State University, Monterey Bay is a mid-sized university in California's Central Coast that grants undergraduate and graduate degrees. Powered by an inspiring Founding Vision Statement, CSUMB is part of the nation's largest four-year public university system, California State University, which educates nearly 460,000 students every year.
With a vibrant, diverse student body of over 7,000 students, CSU Monterey Bay is both a Minority Serving Institution and a Hispanic Serving Institution. Our staff and faculty transform students' lives with a focus on student success and engagement through experiential learning, service learning, and a strong emphasis on multicultural and global perspectives. CSUMB's sustainability goal is to be carbon neutral by 2030.
The university's Strategic Plan prioritizes inclusive excellence through recruiting and investing in developing a diverse body of faculty, staff and administrators. Many appreciate living and working close to the shores of beautiful Monterey Bay, with easy access to recreational areas from Big Sur to Santa Cruz. Nearby opportunities for collaborative research include working in the Monterey Bay National Marine Sanctuary and Silicon Valley, and with colleagues at local research universities, including UC Santa Cruz and Stanford University.
As one of the 23 campuses in the CSU system, CSUMB offers excellent benefits, including access to below-market-rate rental housing on East Campus, and competitive salaries for faculty and staff. With proximity to the San Francisco Bay Area and San Jose, opportunities for faculty, staff and students are as endless as the shores of the nearby Pacific Ocean.
PURPOSE:
Under the general direction of the Vice President of Administration and Finance & CFO (VPAF/CFO), the Executive Director of Budget and Planning is responsible for directing and overseeing the University budget process. Duties include: administering budget planning and development, preparing revenue projections, allocating division budgets; administering funds appropriated to the University; overseeing budgets of all other University funds including enterprise services (including Parking, and Extended Education), promoting fiscal and administrative integrity that encourages meaningful relationships with both internal and external constituencies; developing and recommending budget policies and procedures, supervising divisional campus fiscal officers on applicable budget/fiscal policies and procedures; overseeing position control; management/monitoring University Central Funds and Reserves; serving on the University Budget Committee, and participating on other University committees; and serving as the campus liaison with the Office of the Chancellor and the State Controller for budget matters.
ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:
1. Budget Planning and Development
- Oversees budget planning, development and administration of funds appropriated to the University;
- Prepares and coordinates annual budgets and projections of tuition fees and other revenues;
- monitors and interprets the CSU budget information to include legislative activities that may affect the budget, and prepares projections on impact;
- Leads the process for the formulation of the initial operating budget, appropriation requests and allocation or reduction of funds;
- Allocates divisional and centrally monitored base and one-time budgets;
- Provides budget oversight of all other university funds including enterprise services i.e., parking, extended education etc.;
- Assists in the development and implementation of budgetary strategies designed to enhance the efficiency and effectiveness of the financial and budgetary operations of the University;
- Provides comprehensive and timely budget, resource and policy analyses for decision making purposes;
- Ensures timely responses to inquiries and requests as needed.
2. Budget Operations
- Responsible for the overall university budget operations;
- Supervises central budget staff and division budget representatives, including hiring and training personnel, setting and monitoring goals, preparing written performance evaluations, and assisting staff in development plans;
- Processes monthly Labor Cost Distribution data;
- Participates in the implementation of software upgrades by providing testing or troubleshooting in both the finance and human resource systems as it relates to budget;
- Works with Human Resources to verify positions, funding, range, step, and class code;
- Reviews, approves and oversee processing of budget transfers;
- Serve in a lead role representing budget operations for the legal closing process in collaboration with the Accounting and OSI teams;
- Ensures needed information is provided and processed in a timely manner within due dates;
- Ensures approved funding changes are processed timely;
- Ensures fiscal and administrative integrity that promotes meaningful relationships with both internal and external constituencies;
- Evaluates and recommends changes to existing budget policy and procedures relating to resource management and budget;
- Oversees the processing of documents and reports required by the Chancellor's Office and State Control agencies pertaining to all aspects of budget preparation and administration including FIRMS budget submission, Fee Reporting, Period 07 Adjustments, Excess Carry-forward Reporting, CPOs, AOs, etc.;
- Responsible for managing and monitoring the campus' centrally monitored funds and accounts including employee benefits, utilities, risk management insurance, and other;
- Facilitates internal audit processes, as appropriate, ensuring compliance with all checks, balances and internal controls by establishing and developing consistent processes to ensure adherence to financial metrics.
3. Budget Reporting and Presentation Preparation
- Responsible for the formulation, presentation, and reporting of the campus budget and expenditures;
- Provides regular reports of budget and expenditures for various analyses at various levels of details;
- Conceptualizes strategies for presentation of budget data;
- Reviews expense and income data for current and projected year-end budget status to include preparing financial feasibility analyses and forecasts, and preparing budget reconciliations;
- Formulates and produces current and historical studies to support financial assessments and recommendations;
- Performs financial analyses of budget data for purposes of planning and review to ensure responsible and appropriate fiscal management of the university's resources, assurance of compliance with federal, state, and university statutes and policies;
- Examines for completeness, accuracy and conformance on the proper use of chartfields, to resolve problems;
- responsible for internal and external budget reporting;
- Serves as budget liaison with the Office of the Chancellor and Federal and State government agencies, including the State Controller's Office;
- Provides certification of the consistency and integrity of all institutional budget data released.
4. Training/information and providing leadership and direction to campus users
- Responsible for responding to inquiries, providing training on budget processes and reports, and holding information sessions as needed;
- Establishes budget standards and conducts periodic reviews of budget entries to ensure accuracy, quality and adherence to the policies, procedures and regulations;
- Reviews and interprets correspondence from the Chancellor's Office on matters such as fiscal policies, budget coding, program changes and budget authorizations;
- Serves on University committees and workgroups at the direction of the VPAF/CFO.
Other Functions:
Performs other duties as assigned by the Vice President of Administration and Finance & CFO.
KNOWLEDGE, SKILLS AND ABILITIES:
Thorough knowledge of: principles and practices of budgeting, including capital budgeting; knowledge of accounting and financial structures and procedures in public higher education, including the use of accounting/budgeting software; general knowledge of principles of organization and management; working knowledge of research of techniques and of statistical principles and procedures.
Skilled in: collecting, analyzing, and synthesizing data and information from diverse sources, resulting in the creation of clear and comprehensive financial information; analyzing and reviewing the budgets and financial practices of the campus; use of financial planning & analysis software; principles and practices of supervising the work of others.
Ability to: Analyze situations accurately and to develop an effective course of action; interpret and evaluate existing policies and procedures and recommend and implement necessary changes; identify and implement long-range plans; communicate clearly and effectively, both orally and in writing; establish and maintain positive interpersonal contacts with internal and external individuals and groups. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above.
MINIMUM QUALIFICATIONS:
Equivalent to a Bachelor's degree from an accredited institution AND seven years of progressively responsible analytical experience, including four years in the preparation, justification, analysis, or the control and administration of a budget or budgetary program and three years supervisory experience.
PREFERRED QUALIFICATIONS:
Master's degree in related field such as accounting, business administration or public administration. Experience in a higher education institution and/or non-profit organization. Current or prior experience in the CSU system highly desirable. Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent information system; Microsoft Office Professional Suite, and Google mail and calendaring programs.
SPECIAL CONDITIONS OF EMPLOYMENT AND POSITION DESIGNATIONS:
- All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
- The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in https://apptrkr.com/get_redirect.php?id=6257504&targetURL=Current or prior experience in the CSU system highly desirable. Technical fluency with Oracle/PeopleSoft, CSU Common Management System or equivalent information system; Microsoft Office Professional Suite, and Google mail and calendaring programs.
SPECIAL CONDITIONS OF EMPLOYMENT AND POSITION DESIGNATIONS:
- All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
- The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in CSU Executive Order EO 1095, EO 1096, and EO 1097 as a condition of employment.
- The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
- This position has been designated as a sensitive position with:
- responsibility or access/possession of building master or sub-master keys for building access
- access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards.
- control over campus business processes, either through functional roles or system security access
- This position is designated as a Campus Security Authority (CSA). The position is required to participate in training at the direction of the Clery Director and must also promptly report allegations of reportable crimes according to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, its accompanying regulations; the California State Education Code, Chapter 15.5, of the Donahoe Higher Education Act, Section 67380; and the California State University system-wide policy, Code EO 1107.
- This position is required to comply with confidentiality requirements outlined in the Department of Education's Family Educational Rights and Privacy and California's Educational Code Chapter 13 regarding sensitive student issues.
- May require occasional evenings and/or weekend work.
PHYSICAL ENVIRONMENT:
Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations.
The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates.
BENEFITS/PERKS:
This is a management-level position with an attractive benefits package, which includes: a vacation accrual rate of 16 hours per month; an excellent choice of medical, dental, and vision insurance; long-term disability coverage; life insurance; educational incentives; membership in the California Public Employees Retirement System (CalPERS); and 14 paid holidays a year. For further information, please visit Employee Benefits Summary. As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information.
APPLICATION PROCEDURE:
For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB. Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned.
CSUMB is not a sponsoring agency for staff or management positions.
Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at (831) 582-3389 or emailing humanresources@csumb.edu. All employees must be eligible for employment in the U.S.
GENERAL INFORMATION:
CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/.
CSUMB is a smoke and tobacco-free campus.
EQUAL OPPORTUNITY EMPLOYER:
CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability.
To apply, visit https://careers.csumb.edu/en-us/job/548064/executive-director-of-budget-and-planning
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