Associate Budget Director (USP III)
Budget Office

JOB SUMMARY
Under the general direction of the Budget Director, assists in all aspects of managing the Budget Office and managing the daily activities of the University budget, ensuring compliance with policies, procedures, regulations and statutes. Confers with and supports the Provost, COO and CFO in developing the University’s annual budget, while maintaining strong, positive working relationships with the units. Analyzes, reviews and makes recommendations on budget requests and options in terms of university policy, programs and objectives.  

CHARACTERISTIC DUTIES AND RESPONSIBILITIES
1. Confers with and supports the Provost, Chief Operating Officer and Chief Financial Officer in developing the University’s annual budget and maintains strong, positive working relationships with the units that report to the senior staff of the university.
2. Assists the Budget Director in managing and evaluating the overall planning and coordination of the Budget Office to assure compliance with sound budgeting/accounting standards and practice and with applicable policies, regulations and laws; may develop and institute fiscal or budgetary policy, controls and procedure changes.
3.  Responsible for recruitment, training and evaluation of Budget Office staff.  Resolves management and personnel issues.  Provides, training, support and guidance for office staff and evaluates job performance.
4. Manages the day-to-day operations of the office, directing professional staff that are responsible for budgets, financial administration and reporting of University funds; establishes work priorities/ workflow.
5. Responsible for the accumulation of data to support the development of financial analysis and budgeting, including the preparation of quarterly/monthly financial performance measures regarding revenue and expenditures.
6. Analyzes, reviews and makes recommendations on budget requests and options in terms of university policy, programs and objectives. 
7. Coordinates the preparation of the University’s agency budget for the Department of Higher Education and Office of Policy and Management.
8. Serves as a resource to budget office staff, university departments and others in interpreting budget/ accounting policies, regulations and state statutes. Also responds to questions concerning state and university policy and procedures for the university community. Consults with and advises university personnel on fiscal policy, procedures and operations.
9. Provides options, analysis and scenarios required for university wide planning and union negotiations.
10. Regularly communicates with the Department of Higher Education, Office of Policy and Management and Office of Fiscal Analysis concerning issues that impact the University’s budget.
11. Identifies, documents and provides closure on technical financial issues, accounting/budget system issues, budget departmental issues, and University budget issues. Prepares or supervises the preparation of comprehensive reports and analyses as needed in decision making or to advise University offices.
12. Performs related duties as required.

MINIMUM ACCEPTABLE QUALIFICATIONS/SKILLS
1. Master's degree in Public Administration, Business (or related field);
2. Ten or more years of progressively responsible budget/financial experience, in a higher education or non-profit environment with a proven record of advanced financial skills;
3. A strong financial systems background with proven experience with financial reporting systems and computer applications such as Brio, Focus, Word and Excel, Access; as well as the ability to utilize and evaluate financial systems;
4. Understanding and demonstrated working knowledge of NACUBO (the National Association of College and University Business Officers), General Accounting Standards Board’s (GASB) and the Financial Accounting Standards Board’s (FASB) general accounting;
5. Ability to develop accounting/budgeting policies and priorities within established guidelines and manage and evaluate accounting/budgeting projects;
6. Demonstrated ability to supervise office staff and coordinate projects;
7. Excellent written and oral communications skills with proven ability to effectively communicate with all levels of management, government and financial officials, and public constituents.

Updated: 3/26/08