Director, Budget Planning and Analysis

Job Description:

Director, Budget Planning and Analysis

Description

Type of Appointment: Full-Time, At Will

Job Classification: Management Personnel Plan (MPP II)

Anticipated Hiring Range: $140,004 - $162,804 annually (Commensurate with experience and qualifications)

Benefits Include: (15) Paid Holidays, up to (24) Paid Vacation Days, Comprehensive Health, Dental, and Vision Benefits, CalPERS Pension Plan- Read the CSU's Comprehensive Benefits Package

Work Hours: Monday - Friday, 8am - 5pm, unless otherwise notified

Recruitment Closing Date: Open until filled

Priority Application Date: March 5, 2025

THE DEPARTMENT:

The Budget Planning & Analysis (BPA) department plays a vital role in ensuring the university’s financial stability and strategic resource allocation. Under the leadership of the Assistant Vice President of Budget Planning & Analysis, the department oversees budget development, financial analysis, and campus-wide fiscal planning to align resources with institutional priorities. BPA is responsible for managing the university’s central budget, coordinating budget operations, and leading the transition to the Questica budget system to enhance transparency and efficiency. Through data-driven decision-making, process improvements, and cross-campus collaboration, the department strengthens fiscal stewardship while providing essential training and guidance to empower university stakeholders in effective budget management.

DUTIES AND RESPONSIBILITIES:

LEADERSHIP & SUPERVISION

• As a key leader within the university’s financial administration, the Director of Budget Planning & Analysis (BPA) provides strategic direction and operational oversight to ensure the department’s effectiveness and alignment with institutional goals.
• Reporting to the Assistant Vice President for Budget Planning & Analysis, the director fosters a culture of excellence by providing clear guidance, training, and mentorship to staff, ensuring high-quality service and seamless budget operations.
• Acting as a change champion, the director leads the campus-wide transition to the Questica budget system, streamlining budget planning and enhancing financial transparency.
• Through continuous process improvements, data-driven decision-making, and cross-campus collaboration, the director plays a pivotal role in strengthening fiscal stewardship and advancing the university’s financial priorities.

BUDGET PLANNING

• The Director of BPA plays a critical role in the university’s budget planning and execution. This includes contributing to short- and long-term financial planning, conducting quarterly all-funds financial reviews, performing position-level analysis, compiling financial and ad hoc reports, and overseeing budget operations.
• The director is responsible for executing the approved annual operating budget by developing and maintaining a clear budget timeline, issuing budget allocation memos, and ensuring the accurate and timely submission and processing of all divisional and central budget plans.
• Additionally, the director leads the annual FIRMS submission, reporting the adopted campus budget plan, student fee rates, and fee revenues to the Chancellor’s Office. Beyond facilitating the campus-wide budget planning process, the director develops and manages the university’s central budget, which includes benefits, mandatory costs (e.g., utilities, risk management, leases, and financial aid), and the BPA department budget.
• As the custodian of both the central and BPA budgets, the director conducts regular reviews, variance analyses, and projections to ensure fiscal accuracy and sustainability.

BUDGET OPERATIONS

• The director leads the BPA team in managing efficient day-to-day budget operations, including:
• Processing budget transfers, Position Budget Adjustments (PBAs), and inter-fund transfers (IFTs)
• Allocating month-end benefits
• Posting monthly labor cost distributions (LCD) and payroll adjustments
• Processing and reconciling capital cash and budget transfers
• Ensuring timely completion of month-end and year-end financial activities
• Conducting monthly reconciliations between the Questica budget system and the financial ERP (PeopleSoft Common Financial System (CFS) This role requires balancing detailed operational oversight with a strategic, institution-wide perspective to maintain budgetary alignment with available resources.

POSITION MANAGEMENT

• As the department responsible for campus position management, BPA ensures accurate creation, modification, monitoring, and reporting of all positions and their associated budgets.
• With over 80% of institutional operating resources dedicated to personnel, the director plays a critical role in overseeing position management, ensuring compliance with standard procedures, and guiding projections of compensation increases and allocations at the position level.
• As a subject matter expert in Questica, the director demonstrates expertise in position control, PBAs, budget planning, comparative analysis, financial projection, and OpenBook data visualization. The director also possesses a strong understanding of Questica’s integration with PeopleSoft HR (transitioning to the Common HR System) and the Common Financial System (CFS). Additionally, the director provides leadership in training the campus community on effective Questica utilization.

TRAINING & DEVELOPMENT

• The director plays a critical role in building budgetary expertise across the campus by leading comprehensive training initiatives. This includes educating stakeholders on fundamental budgeting principles, financial analysis techniques for both short-term and long-term planning, and the technical intricacies of the Questica budgeting system.
• By providing clear and accessible training, the director empowers campus leaders and budget managers to make informed financial decisions that align with institutional priorities.
• Additionally, the director is committed to continuous learning, staying at the forefront of system capabilities and exploring innovative ways to maximize the functionality of Questica to enhance budget planning, analysis, and reporting.

QUALIFICATIONS:

• Bachelor's Degree - in Business or similar field: from an accredited institution.
• Driver's License, Valid and in State
• Two (2) years experience supervising, leading, managing professional-level staff.
• Five (5) years of knowledge and experience analyzing, interpreting and projecting multi-fund financial and program data in a large and complex organization.
• Knowledge and experience with budgeting processes and budget operations as it relates to various funds (operating and capital).
• Experience in financial strategic planning, analysis, management; demonstrated effectiveness in resource planning, budget modeling, data analysis, and presentation;
• Prefer experience using component of the campus Common Management System (PeopleSoft/Oracle Finance, HR and Student Administration) or similar system in preparation of financial reports and Questica budgeting system
• Experience in cost/benefit analysis and return on investment analysis;
• Experience in higher education administration preferred that would demonstrate understanding of the principles, practices, and procedures of financial and business operations;
• Critical thinking including the understanding of the use of information and data as it relates to systems, stakeholders, decision making and the support of institutional leadership;
• Working knowledge of GAAP and fiscal closing processes;
• Working knowledge of statistical and forecasting methods and tools; Knowledge of fund accounting, fund usage, and accounting procedures;
• Ability to manage multiple complex projects and assignment in consultative, efficient and effective manner;
• Ability to make independent judgements and decisions; prioritize and work independently without supervision; maintain confidentiality; and anticipate problems and initiate corrective action;
• Possess excellent interpersonal and communication skills - both verbal and written;
• Ability to establish and maintain positive working relationships with others within and outside the work group; ability to work with a variety of internal and external constituencies;
• Self-starter, with a pro-active attitude toward tasks and can work within established deadlines
• Must be able to: work on multiple tasks at the same time; understand and implement accounting and budgeting practices; conduct financial research and analyze information accurately; implement and maintain budgeting and position management software.

PREFERRED EXPERIENCE:

• Master's Degree - in Business or similar field and/or CPA is preferred
• Certified Public Accountant (CPA) Upon Hire Preferred
• Working knowledge of statistical and forecasting tools
• Working knowledge of the broad scale CSU fiscal closing process and GAAP;
• Experience within the CSU system or other higher education institution preferred;
• Experience using components of the campus CMS (PS/Oracle Finance, HR, Student Admin) or similar system in preparation of financial analyses;
• Experience in higher education administration preferred that would demonstrate understanding of the principles, practices, and procedures of financial and business operations

Out of State Work

The California State University (CSU) system is a network of twenty-three public universities providing access to a quality education through the support of California taxpayers. Part of CSU’s mission is to prepare educated, responsible individuals to contribute to California’s schools, economy, culture, and future. As an agency of the State of California, the CSU’s business operations almost exclusively reside within California. The CSU Out-of-State Employment Policy prohibits hiring employees to perform CSU-related work outside California. For more information, go to the CSU Out-of-State Employment Policy .

Background Check

Cal Poly Pomona will make a conditional offer of employment to final job candidates, pending the satisfactory completion of a background check (including a criminal records check). The conditional offer of employment may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. In determining the suitability of the candidate for the position, Cal Poly Pomona will give an individualized assessment to any information that the applicant submits for consideration regarding the criminal conviction history such as the nature, gravity and recency of the conviction, the candidate’s conduct, performance or rehabilitation efforts since the conviction and the nature of the job applied for. For more information, go to the CSU Background Check Policy .

Employment Eligibility Verification

Cal Poly Pomona hires only individuals lawfully authorized to work in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. For more information, go to the Acceptable I-9 website .

University Driving Requirements

Positions that require driving for university business by using a personal or state vehicle must comply with the Authorized University Driver Policy. Driving records are monitored and evaluated by the Risk Management Department. The Risk Management Department evaluates a good driving report based on the following criteria. The driver must: 1. Have a valid California or other State Driver’s license. 2. Have no more than 3 motor vehicle violations or been the cause of 3 accidents in a 12-month period (or any combination of 3 thereof) 3. Not have more than 3 DMV Points, if their license is Class C or, 4. Not have more than 5 DMV Points, if their license is Class A, B, or C with endorsements. For more information, go to the Authorized University Driver Policy .

Conflict of Interest

This position is a “designated position” in the California State University’s Conflict of Interest Code. The successful candidate accepting this position is required to file financial interest disclosure forms subject to state regulations. For more information, go to the CSU's Conflict of Interest Policy .

Outside Employment Disclosure

Executive and Management Plan Personnel employees must disclose all current outside employment at the time of hire as a precondition of hire and at the following times after hire: annually in July, within 30 days of accepting outside employment, and upon their manager’s request. For more information, go to the Outside Employment Disclosure Policy .

Child Abuse/Neglect Reporting Act (CANRA)

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. See policy at the Child Abuse/Neglect Reporting policy .

Security & Fire Safety

In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), Cal Poly Pomona’s Annual Security Report and Annual Fire Safety Report are available for viewing at: https://www.cpp.edu/pdfs/annual_security_report.pdf and https://www.cpp.edu/housing/documents/fire_safety_report.pdf.

Pay Transparency Nondiscrimination

As a federal contractor, Cal Poly Pomona will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. For more information, see the Pay Transparency Nondiscrimination Provision poster .

Reasonable Accommodation

We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the ADA Coordinator by email at ADACoordinator@cpp.edu . For more information, go to Employment Notices .

Equal Employment Opportunity

Cal Poly Pomona is an Equal Opportunity Employer, committed to promoting an inclusive and diverse workforce. The university subscribes to all state and federal regulations that prohibit discrimination based on race, color, religion, national origin, sex, gender identity/gender expression, sexual orientation, marital status, pregnancy, age, disability, genetic information, medical condition, and veteran or military status. We engage the talents of all qualified workers, regardless of their background. More information is available at Equal Employment Opportunity statement .

Other Notices

For other important employment notices, we invite you to visit Cal Poly Pomona’s Employment Notices web page.

Advertised: Feb 19 2025 Pacific Standard Time
Applications close:

Closing Date/Time: