View Job Listing

Title : Budget and Resource Planning Manager
Date : February 20, 2020
Department : Strategy, Innovation, and Operations
Type : Staff
Location : Oakland
Contact : Human Resources
Email :
To Apply : Visit Taleo Link
Cost Center : 8104
Description :

Job Summary:

Under direct supervision of the Vice President-Strategy, Innovation and Operation, the Manager ensures the strategic objectives of Samuel Merritt University are supported by the budget and he/she works collaboratively with key campus constituents to promote data-informed decision-making to optimize the use of university resources.

The Manager acts in an advisory role in providing financial analysis that informs campus wide decision-making and strategic planning and also acts in a delegated authority for fiscal and budget operations specifically for the Divisions of Strategy, Innovation and Operations and the President’s Office.  

The Manager is expected to exercise significant and sound judgment in the development and implementation of administrative policies and procedures and related to oversight of budgetary control within the university.

Job Duties and Responsibilities:

Annual Budget Process: (40%)

•The Manager is responsible for providing ongoing budget and planning support. Primarily, the Manager drives planning, development and management of the operating budget for the Office of Strategy, Innovation and Operations and Office of the President in coordination with the University Budget Office.

•The Manager will collaborate with division executives and department managers as stated above, to develop final multi-year operating and capital budgets, analyze trends affecting budgets, prepare forecast and other budget and accounting reports, meet and review reports with division executives and department leaders and make recommendations for expenditure control.

•Based on the annual budget development calendar, the Manager will attend all budget meetings along with the Vice President, President and/or Chief of Staff. The manager will also assist in preparation of budget materials for presentation to the Vice President-SIO, President and other members of the President’s Cabinet.

•The Manager will gather data and coordinate the preparation of special reports for decision making and for presentation to the President’s Cabinet and/or internal stakeholders on a broad range of campus initiatives.

•The Manager partners with division executives and department managers as an internal consultant, providing advice and training based on the outcomes of the analysis.

Long-term Strategic Financial Planning: (40%)

•Under the direction of the VP-SIO, the Manager will integrate complex operational and financial considerations through the use of critical thinking in order to link the university strategic plan, operational plan and financial plans.

•The Manager will have direct responsibility to provide decision support for assigned duties in support of financial and strategic business analysis, development of financial models and forecasts as well as trend, variance and contingency analysis.

•The Manager will integrate financial modeling and scenario planning to provide decision support for Executive Leadership in order to affect strategic resource planning.

•The Manager will perform reviews of financial trends in order to identify key business drivers along with risks and opportunities

•The Manager will examine and measure the success of initiatives, evaluate new ventures and strategic resource allocations.

•The manager will perform financial analysis support for campus facility planning across the current four locations and potential expansions or space optimization initiatives.

•The Manager will support the creation of long-range forecast to demonstrate financial viability and determine need for access to capital to fund necessary strategic investment or campus development projects.

Operational Efficiency and Performance Outcomes: (20%)

•The Manager in coordination with the Vice President-SIO and CFO will help drive forward major transformational changes that are being led by the Office of Strategy, Innovation and Operations.

•Working with the University Budget Office, the Manager will support transitioning to a new campus model of allocating the resources that make up each Division’s budget, modernizing our budgeting processes, and continuing to enhance the budget and planning process by working with campus units to develop multi-year budget plans.

•The Manager will support evaluating the efficacy of academic and operational initiatives to identify reallocation opportunities and seek new ways to improve efficiency and increase net earnings.

•The Manager will model the total cost and performance outcomes or measures of new investments or campus expansions to assess trade offs and ensure funding in the university’s strategic priorities.

Education and Experience:

•At a minimum, Bachelors Degree in Finance and/or accounting with five to seven years of experience in financial budgeting and analysis, financial modeling and planning and data analysis. Preferred, Masters in Business Administration with emphasis in Finance.

•Strong analytical skills to collect, analyze, and interpret information for executive leadership and develop creative, creditable solutions and recommendations.

•Ability to create concise and comprehensive financial summaries that also display analysis and proposed solutions for presentation to executive leadership.

•Strong writing skills to produce effective reports, correspondence, and other documents suitable for signature by senior administration.

•Advanced knowledge of Microsoft Excel and proficiency using Excel to facilitate budgetary, programmatic and financial analysis

•Strong platform skills to make presentations to diverse academic and administrative groups at every university level.

•Demonstrated ability to coordinate, facilitate and chair meetings for the purpose of resolving differences and working toward institutional goals.

•Experience in supervising or directing assigned staff and/or coordinating project teams.

•Demonstrated ability to function effectively as a member of a team.

The University has an institution-wide commitment to diversity, equity and inclusion. We strive to build a welcoming and supportive campus environment, and acknowledge that diversity is an educational imperative to achieve excellence.