Salary and benefits are competitive. Salary is commensurate with qualifications and experience.
The University of Washington (UW) is proud to be one of the nation's premier educational and research institutions. Our people are the most important asset in our pursuit of achieving excellence in education, research, and community service. Our staff not only enjoy outstanding benefits and professional growth opportunities, but also an environment noted for diversity, community involvement, intellectual excitement, artistic pursuits, and natural beauty.
The University of Washington Office of Planning & Budgeting (OPB) supports the UW community in accomplishing its goals through the planning and allocation of financial and physical resources, and by providing analysis and information services to enhance university decision-making, planning and policy formation.
The new Financial Analysis & Budget Strategy team (FABS), a sub-unit of OPB, will be responsible for key functions such as budget operations, financial analysis, ABB modeling and forecasting data management, and specialized consultative services. The new Financial Analysis & Budget Strategy Team is a consolidation of members from the current Budget Operations and Institutional Data & Analysis teams. By combining key functions such as budget operations, financial analysis, ABB modeling and forecasting, data management, and specialized consultative services, OPB will be able to respond to the service needs of executive leadership and campus units in more timely, well-coordinated and holistic ways.
We have an outstanding opportunity for a Senior Director of Financial Analysis & Budget Strategy. The role of this position is to enhance and develop consultative services to units with an emphasis on modeling and projections. Additionally, in the absence of the Associate Vice Provost for Planning & Budgeting and when deemed appropriate, the Sr. Director will represent the AVP at meetings with central and campus leadership, particularly in regards to Finance Transformation. In close collaboration with the Director of Policy, Planning & State Operations and the Director of Institutional Data & Analysis, the Sr. Director will provide leadership management for special projects, initiatives, and cross-functional team performance.
The purpose of the Senior Director for Financial Analysis & Budget Strategy position is to lead this team and provide strategic management for the following areas of work:
- Orchestrate and direct the development of budgeting and other financial models in the Office of Planning & Budgeting (OPB) that inform and ultimately populate the annual budget of the University of Washington - Lead or share responsibility of projects and tasks that are required for the planning, developing and administering fiscal and biennial operating budget - Continually improve all dimensions of budget preparation, reporting and analysis including collection, review and consolidation of budget data and submissions from schools, colleges and central offices, analysis of budget and actual results, and forecasting of future trends. - Develop subject matter expertise on the UW's budgeting and financial tools, systems, and processes from the perspective of business owners and end-users in order to advance OPB's financial planning, analysis, and reporting capabilities and practices. - Serve as a primary contributor in support of replacing the UW's financial and budget systems. - Serve as management leader of the Financial Analysis & Budget Strategy team, comprised of eight team members. - Represent the office on university committees and ad-hoc projects, liaising with Capital Planning & Development, Treasury Office, Financial Management, and others, as appropriate.
The successful candidate must be able to:
Direct and execute a wide-variety of complex and confidential assignments;
Collaborate with key campus partners (in particular, Finance and Administration, particularly the Finance Transformation Project, unit and school/college administrators) to ensure that to the greatest extent possible work on crucial issues happens in the most efficient, least duplicative manner possible, and that expertise, internal and external, is brought in to support major projects.
Provide direction of priorities for work in OPB to ensure that effort is directed where the greatest value can be provided, within current University needs; major deadlines are met by leveraging expertise of staff across and within our departments; common information requests can be largely met using self-service tools, and the analysis needed by University leadership is provided in the most appropriate and developed manner possible.
Consistently communicate in a manner that is clear, concise, and tactful, with the ability to consider and navigate political sensitivities
Identify and elevate priority issues to the attention of UW senior leadership;
Think strategically and holistically;
Execute quality work within very short time frames, with changing priorities and competing deadlines
Direct highly detail-oriented analyses that involve interpreting and synthesizing information from multiple resources to provide meaningful observations and recommendations on University policy and practices; and
Work with a variety of tools and a diverse group of stakeholders, with varying skill sets, to produce and refine data models for financial forecasting efforts, university-wide.
Further develop, maintain, and enhance budget data and financial models in OPB for purposes of providing enhanced, accurate, and timely reports for the Provost and AVP, Planning & Budgeting, and to allow for others at the University to run the reports. Where necessary, develop and build new data models, using a variety of tools and resources to improve and modernize current budgeting and forecasting efforts. Provide direction and oversight of the process of maintaining and monitoring budget transactions and commitments; a system of encumbering central funds and provide oversight as regards to current commitments, allocations, future commitments, summarizing these in context of projected revenues.
Participate in university-wide efforts to transform the University's financial and budgeting systems, including financial forecasting efforts that take place alongside the broader transformation effort. Leverage expertise in OPB and represent this knowledge in other UW committees, administrative and academic, for university-wide enterprise and unit-specific financial forecasting efforts. Supervise and lead staff who will respond to ad-hoc queries, state budget development, data system and data reporting infrastructure work, and other requests, as needed. Supervisory will be executed with an eye to continuous improvement and in light of changes contemplated in replacement of the University's financial and budget systems.
Master's Degree in public administration, public policy, higher education administration, business, finance or related field.
Six to eight years of experience, specifically:
-Experience/knowledge of institutional data and data analysis. -Ability to execute quality work under pressure, within very short time frames, changing priorities and competing deadlines. -Excellent verbal and written communication skills. -Experience in higher education analysis/administration -Experience in budget and data analysis -High proficiency in MS Excel, Word and PowerPoint.
Equivalent education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration.
Advanced knowledge of the University of Washington's operations, budget process, organizational structure, data sets and activities.
Strong presentation skills, and comfort with speaking in front of large groups, including high-profile audiences such as the Board of Regents.
Conditions of Employment:
Appointment to this position is contingent upon obtaining satisfactory results from a criminal background check.
As a UW employee, you will enjoy generous benefits and work/life programs. For a complete description of our benefits for this position, please visit our website, click here.
Application Process: The application process for UW positions may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process. These assessments may include Work Authorization, Criminal Conviction History, Cover Letter and/or others. Any assessments that you need to complete will appear on your screen as soon as you select Apply to this position. Once you begin an assessment, it must be completed at that time; if you do not complete the assessment, you will be prompted to do so the next time you access your My Jobs page. If you select to take it later, it will appear on your "My Jobs" page to take when you are ready. Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed.
Founded in 1861, the University of Washington is one of the oldest public institutions in the west coast and one of the preeminent research universities in the world. The University of Washington is a multi-campus university comprised of three different campuses: Seattle, Tacoma, and Bothell. The Seattle campus is made up of sixteen schools and colleges that serve students ranging from an undergra...duate level to a doctoral level. The university is home to world-class libraries, arts, music, drama, and sports, as well as the highest quality medical care in Washington State and a world-class academic medical center. The teaching and research of the University’s many professional schools provide undergraduate and graduate students the education necessary toward achieving an excellence that will serve the state, the region, and the nation. As part of a large and diverse community, the University of Washington serves more students than any other institution in the Northwest.