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Executive Director, University Budget & Fiscal Planning

Apply now Job 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)
Position Description

Job Summary

Under 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 Summary

Our 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.
  • Please see position description for full list of job duties.

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 Benefits

The 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. See our benefits website for additional information. 

Cal Poly

Cal Poly is a nationally-ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top-tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly’s hands-on philosophy, small class sizes and close student-faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit calpoly.edu.

Diversity Statement

At 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.

Cal Poly's commitment to diversity informs our efforts in recruitment, hiring and retention. Cal Poly is an equal opportunity employer. 

Supplemental Information

Following 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. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive.

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.

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.

Cal Poly, San Luis Obispo is not a sponsoring agency for staff positions (i.e. H-1B visas).

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