Director of Budget Planning and Analysis

This position is responsible for the development and administration of all aspects of the University’s annual operating budget and multi‑year financial plan; coordination and refinement of the University's budget model; continual analyses and reporting of budget‑to‑actual results; maintenance of related policies and procedures; implementation and maintenance of budget and other related systems; training of budget users; and analytical leadership in coordinating activities for the University Budget Office.  Specific job duties and tasks include:

·         Financial oversight and budgeting (Provide leadership in the analysis and preparation of University annual operating budgets, forecasts, and long‑range financial plans in collaboration with senior management and university business officers; Identify, analyze and resolve problems by recognizing patterns, trends or missing pieces of information; Review and prepare budget requests, preliminary information and final budgets for submission to the Board of Regents; Prepare required financial reports and information for the Board Office; Oversee the analytical components of the University’s budget model and contribute to related policies and procedures; Serve as the lead analytical resource for assigned budget units; and Represent the University Budget Office on standing and ad‑hoc committees as requested.)

·         Financial reporting (Provide analytical direction and coordinate efforts with functional and technical staff to maintain and enhance systems and other tools utilized for budget development, forecasting and reporting; Create budget reports and forecasts using the budget system and/or other specialized software products; Develop budget and financial reports, and prepare various financial analyses.)

·         Financial analysis and planning (Work collaboratively with university collegiate and administrative units to lead analytical activities that support coordination of the university budget, long‑range budget planning, policy development, and reporting; Analyze data from the Planning & Budget System (Oracle PBCS), General Ledger (PeopleSoft), Student Information System (MAUI), and/or other systems used in the development of university budgets.)

·         Compliance with policies, regulations and laws, and operational oversight (Ensure adherence to all State of Iowa, Board of Regents and university requirements and methodologies governing university budget development, monitoring and reporting; Provide leadership in updating budget policies, procedures, internal budgetary controls, and reporting mechanisms.)

·         Transaction processing (Process journal entries related to the General Education Fund year‑end closeout, recurring and non‑recurring budget adjustments, and other miscellaneous ad hoc requests, as needed; Review and validate workflow transactions for university general commitments.)

·         Leadership and training (Coordinate and provide day‑to‑day functional guidance for the Budget Office; Participate in establishing and prioritizing short‑ and long‑range goals and objectives for the unit; Provide administrative oversight to employees, including participating in interviewing, selection recommendations, onboarding, training, performance feedback, and making recommendations regarding salary administration, promotions, and disciplinary actions, as appropriate.)

A hybrid/remote work schedule is permitted as long as the incumbent will work within the state of Iowa and is able to come to campus as needed.  Hybrid/remote schedules must comply with the remote work program and related policies and employee travel policy when working at a remote location.