Job Requisition Number: 23680. The Office of the Vice Chancellor of Finance / Chief Financial Officer's main objective between FY2014 - 2017 is to: provide innovative, collaborative, client-focused financial, analytical and administrative management to our campus partners while providing our team clarity, focus and the space for creativity. To find out more about the Office of the VC-Finance/CFO, please visit cfo.berkeley.edu.
Reporting to the Vice Chancellor of Finance/CFO, the Associate Vice Chancellor of Financial Planning and Analysis (AVC) has primary responsibility for the budget and financial resource planning as well as institutional research functions of the campus. The position is responsible for developing and implementing an integrated strategic and analytical approach to managing Berkeley’s financial and institutional data resources in a manner that advances the University’s mission of teaching, research and public service. Serving as an important thought partner of the VC-Finance/CFO, the position is responsible for providing the Chancellor, Provost, and other senior campus leadership with strategic recommendations and supporting analytics related to the university’s finances and central campus resources, including robust modeling of the campus’s long-term financial position and enrollment. This support to the VC-Finance/CFO and other senior leadership is provided within an economic and political climate in which the campus is moving towards multiple funding sources, public/private partnerships, and increasing accountability and transparency in how resources are managed. Critical responsibilities include developing the campus budget and managing the annual budget process, providing central financial planning and analysis expertise for the campus as a whole, building and maintaining institutional data capabilities necessary to support leadership decision-making, meeting institutional reporting requirements, satisfy campus and public demand for campus information (covering finance, students, staff, and research), and guiding major policy areas (e.g. student fees, recharge and indirect cost recovery) with significant fiscal impact on the campus. The anticipated outcome of these efforts is to enhance Berkeley’s environment to create an integrated and sustainable funding model that supports Berkeley’s mission and maintains the campus’s preeminence as a top research university.
•Serves as a high-level thought partner to the VC-Finance/CFO, the Provost and the Chancellor with strengths in strategy and analytics and provides direction on integrated approaches to sustainable funding models, the campus budget, and management of institutional data. Works with the VC Finance/CFO, the Chancellor, and other Vice Chancellors to set broad strategy to secure financial sustainability for the campus. Monitors progress of financial plans and objectives and supports major initiatives, even those beyond the scope of direct responsibility that advance campus financial goals. Leads other senior managers to establish campus strategic plans and objectives. •Holds management responsibility for the Campus Budget Office, overseeing the development of the campus budget, establishing guidelines for the annual budget process, providing recommendations and supporting analysis for senor leadership financial decisions and managing central resource allocation across the campus. Directs these activities through unit managers with responsibility for budget implementation, financial planning, and central resource management. Develops a comprehensive, long-range campus budget model to help align resources with strategic objectives. Maximizes, aligns, and leverages available funds to support campus activities; refines budgetary policies and procedures to promote efficiency, accountability and appropriate cost controls; defines appropriate measures to monitor accomplishment of strategic campus activities and objectives. The AVC is a principal advocate for the budget, and along with the VC-Finance/CFO, meets regularly with campus academic and administrative leadership to communicate central budget decisions and advance major budgetary initiatives as well as present the central budget perspective across the spectrum of decision-making forums. •Directs the campus’s central institutional research function through a unit manager of the Office of Planning and Analysis. Creates a decision support structure that helps UC Berkeley better fulfill its teaching, research and public service mission; champions the campus goal of promoting access and excellence; conducts the type of actionable research that improves the student experience while maintaining strong stewardship of campus resources. Responsible for creating and implementing initiatives to expand and refine institutional data management and governance, including the continued expansion of a campus-wide decision support system (Cal Answers) to provide distributed analytics to support the university’s mission and all decision-makers (Chancellor, Provost, Vice Chancellors, Deans, etc.) and provide consistent reporting for the campus and the public. Oversees development, implementation and integration of programs and tools to meet campus financial operations objectives. Responsible for ensuring full integration of these tools into campus and unit business processes to ensure change is operationalized into Berkeley culture. •Regularly interacts with campus leadership and external constituents (including representatives from the State, Office of the President, and peer institutions). Represents the campus in campus-wide and system-wide meetings and discussions; interactions typically involve controversial situations, contractor negotiations, or influencing and persuading other high level managers and senior campus leadership. In collaboration with the VC Finance/CFO’s communications team, develops strategic messaging around campus finances, significant campus initiatives, and policy decisions. Directs preparation of supporting financial analysis to advance this messaging. Guides formulation of strategies for tracking operational metrics to track campus progress toward financial and academic program goals. •Develops and supports people fairly and equitably through the effective selection and hiring of employees; the establishment of clear performance expectations; provision of appropriate feedback, recognition, and rewards; encouragement of a safe and inclusive working environment; and provision of learning opportunities to strengthen performance and promote advancement. Leads other senior managers to establish campus strategic plans and objectives; makes final decisions on administrative or operational matters; and ensures effective achievement of operational objectives.Knowledge/Skills: •Has expert and broad knowledge of all financial policies, practices and systems. •Has expert and broad knowledge in accountability/performance outcome reporting, academic planning and policy, students (i.e., admissions, enrollment planning, financial support, student experience, and outcomes), research, and workforce and compensation. •Has an extensive understanding of existing institutional data resources and potential uses; can integrate data across subject areas to produce a comprehensive picture and support collaborative work. •Must have ability to communicate, both verbally and in writing, complex findings and recommendations in a clear and concise manner. •Position requires strong inter-personal skills and ability to work effectively across the organization at all levels. •Requires knowledge of financial policies, practices and systems, budgeting and reporting techniques; human resource planning; accounting and bookkeeping. •Client services oriented, has good listening, critical thinking and analytical skills. •Ability to multi-task. •Expert management skills in staff performance and development, team building and communications, resolution of issues and conflicts, review and approval of work, and hiring and training employees. •Ability to direct and guide subordinate managers in interactions with leadership groups, systemic initiatives, individual leaders, departments and committees across campus in the endeavor to achieve organizational improvement.
Education/Training: •Advanced degree in related area. 15+ year of experience in finance and/or institutional research area preferred. Professional certification preferred. •5+ years of experience in a senior managerial level in the finance, institutional research, and/or budgetary planning area strongly preferred.
The University of California was chartered in 1868 and its flagship campus - envisioned as a "City of Learning" - was established at Berkeley, on San Francisco Bay. Today the world's premier public university and a wellspring of innovation, UC Berkeley occupies a 1,232 acre campus with a sylvan 178-acre central core. From this home its academic community makes key contributions to the economic and social well-being of the Bay Area, California, and the nation.