Executive Director, University Budget & Fiscal Planning - San Luis Obispo California

Company: California Polytechnic State University
Location: San Luis Obispo, California
Posted On: 11/07/2024

Executive Director, University Budget & Fiscal PlanningJob no: 541080 Work type: Management (MPP) Location: San Luis Obispo Categories: MPP, Administrative, At-Will, Full Time, On-site (work in-person at business location)Job SummaryUnder the general direction of the Assistant Vice President for University Budget and Fiscal Planning, the Executive Director leads a highly skilled team that provides financial leadership to units across all functions of the University and performs a broad range of professional and analytical duties in support of department functions and objectives. These assignments include business analysis and development, financial analysis of auxiliary/enterprise programs, review and administration of auxiliary organization agreements, capital construction financing, development and administration of the campus general operating budget including revenue projections and base budget development, position management development and support, end user financial services and processes, dashboard development and training, and special initiatives as assigned. The Executive Director operates with full delegated authority to oversee the functioning of the department.Department SummaryOur mission is to strategically partner with the campus community to ensure a successful financial future. We are committed to supporting the Cal Poly community through providing financial information, training, direction, and oversight of the campus finances. We also provide analytic, production, and administrative support for Finance PeopleSoft systems and projects (CMS). While we are responsible for all aspects of the campus budget planning, development, administration, and reporting of funds appropriated for Cal Poly, we encourage strong partnerships with the campus community to help achieve our mission.Key Qualifications

• Has a thorough working knowledge of governmental regulations and relevant University and CSU policies or can demonstrate the ability to learn new regulations and policies quickly.
• Has a thorough working knowledge of accounting practices and sophisticated financial analysis techniques.
• Ability to organize, lead, make decisions and solve problems within the context of budget planning and management.
• Is skilled at identifying, compiling, extracting, and analyzing complex financial data and creating clear, coherent financial statements for multiple audiences.
• Can demonstrate ability to apply accounting principles to analysis of complex accounting problems.
• Ability to lead, provide direction and supervise the work of others, including guiding, mentoring, evaluating, and providing professional development opportunities to enable high-performing teams.
• Is capable of quickly changing course and changing priorities when needed.Education and Experience
  • Bachelor's degree from an accredited institution with a major in Accounting, Business, or other related field of study.
  • Five (5) years of progressively responsible experience, including a working knowledge of generally accepted accounting principles.
  • Additional qualifying experience may be substituted for the required education on a year-for-year basis.Salary and BenefitsThe anticipated hiring range for this role is $165,000 - $185,000 annually. Note that the offer is calculated based on the background and relevant years of experience of the individual selected. Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees.Diversity StatementAt Cal Poly, we believe that cultivating an environment that embraces and promotes diversity is fundamental to the success of our students, our employees and our community. Bringing people together from different backgrounds, experiences and value systems fosters the innovative and creative thinking that exemplifies Cal Poly's values of free inquiry, cultural and intellectual diversity, mutual respect, civic engagement, and social and environmental responsibility.Supplemental InformationFollowing a conditional offer of employment, a background check (including a criminal records check) must be completed satisfactorily before any candidate may start work with Cal Poly. Failure to satisfactorily complete the background check may result in the withdrawal of the offer of employment.This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter.
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