Saint Joseph’s University

Assistant Director, Budget and Financial Planning

Position Summary:

The Assistant Director is part of a small, highly-skilled analytical budget and finance team that is committed to the core values of service, transparency, accuracy, timeliness, and data-driven decision making. This team supports and advises the Assistant Vice President and, through that position, the Vice President of Finance & Administration and the President on campus-wide budget matters. The Assistant Director provides outreach and support to all levels of staff and leadership on budget management and development of financial plans, and is a critical collaborator in the development and ongoing improvement of the University’s long-term financial plan. As a campus subject-matter expert on issues relating to budgets and finances, the Assistant Director provides the best possible budgetary analyses, budget processes, and service to University leadership. The Assistant Director should have a passion for practicing positive and inclusive leadership with a comfortable and confident demeanor that constructively engages others in managing change.

Duties and Responsibilities:    

• Provide assistance with financial modeling and analyses to support development of unified all-funds revenue and expense multi-year operating and capital budgets for all units
• Proactively work with budget leads and unit leadership to improve financial outcomes
• Provide actionable recommendations to senior leadership on critical issues, supported by robust financial analyses that identify relevant drivers, trends, benchmarks, risks and opportunities
• Effectively and thoughtfully communicate the financial health of the University in the context of strategic priorities
• Provide staff support to the Planning and Budgeting Committee and to the Finance & Audit Committee of the Board of Trustees
• Prepare executive level financial presentations and reports
• Serve on working groups and committees across campus
• Develop strong, collaborative relationships with senior leadership, budget leads, faculty, administrators, and staff within all units

Secondary Responsibilities:

• Participate in new system development and implementation as needed
• Mentor and train individual budget leads and new University employees
• Other duties as needed or as assigned by the Assistant Vice President for Budget and Financial Planning

Physical Requirements and/or Unusual Work Hours:

• Must be able to physically attend numerous meetings across campus, as well as travel for several days at a time to occasional meetings out of the area
• Must be able to work sustained periods of time on a computer and phone
• Extended hours and weekend work may be required for special projects and peak work periods

Minimum Requirements:

• Bachelor’s degree in finance, accounting, business administration, or a related discipline, and, 4 – 6 years of progressively responsible budget, finance, or accounting experience obtained in a comparably complex institution or equivalent combination of education and experience
• Extensive knowledge and experience working with an enterprise financial system
• Advanced working knowledge of Excel, PowerPoint and Word; solid working knowledge of Access
• Demonstrated success providing high quality analysis (financial analysis, pro forma modeling, variance analysis, activity-based costing analysis, financial statement analysis) and recommendations that influence outcomes and improve financial results
• Demonstrated strength at communicating persuasively in both oral and written forms
• Ability to communicate financial information and insights directly and effectively to a variety of audiences, and to link financial information to strategic priorities

Preferred Qualifications:

• CPA and/or Master’s degree in business administration or other relevant analytical field
• Extensive knowledge and experience with Banner Finance
• Past performance that exceeded expectations in a Higher Education environment

On-line applications only. Please provide a letter of application/interest and resume.  For a complete description of position responsibilities, qualifications, and to apply, please visit: https://jobs.sju.edu/postings/18011.

Saint Joseph's University is a private, Catholic, and Jesuit institution and expects members of its community to be knowledgeable about its mission and make positive contributions to that mission. Saint Joseph's is an equal opportunity employer that seeks to recruit, develop and retain a talented and diverse workforce.

 EOE M/F/D/V