Director of Budget Development and Analytics - Oregon State University
Corvallis, OR 97333
About the Job
Director of Budget Development and Analytics
Please see Special Instructions for more details.
When applying you will be required to attach the following electronic documents:
1) A resume/CV; and
2) A cover letter indicating how your qualifications and experience have prepared you for this position.
You will also be required to submit the names of at least three professional references, their e-mail addresses and telephone numbers as part of the application process.
For additional information please contact: Mealoha McFadden at mealoha.mcfadden@oregonstate.edu or 541-737-8485.
Starting salary within the salary range will be commensurate with skills, education, and experience.
We are an Equal Opportunity Employer, including disability, protected veteran, and other protected status.
OSU will conduct a review of the National Sex Offender Public website prior to hire.
OSU is a fair chance employer committed to inclusive hiring. We encourage applications from candidates who bring a wide range of lived experience including involvement with the justice system. This job has “critical or security-sensitive” responsibilities. If you are selected as a finalist, your initial job offer will be contingent upon the results of a job-related pre-employment check (such as a background check, motor vehicle history check, sexual misconduct reference check, etc.). Background check results do not automatically disqualify a candidate. Take a look at our Background Checks website including the for candidates section for more details. If you have questions or concerns about the pre-employment check, please contact OSU’s Employee and Labor Relations team at employee.relations@oregonstate.edu .
Position Information
Department
Department Budget/Resource Planning (QFA)
Position Title
Position Title Administrator 2-Univ Bus Ops
Job Title
Job Title Director of Budget Development and Analytics
Appointment Type
Appointment Type Professional Faculty
Job Location
Benefits Eligible
Remote or Hybrid option?
Remote or Hybrid option? Yes
Job Summary
The Office of Budget and Resource Planning is seeking a Director of Budget Development and Analytics for Budget and Resource Planning. This is a full-time (1.00 FTE ), 12-month, professional faculty position.
Oregon State University ( OSU ) is a comprehensive research university and the state’s Land, Sea, Sun, and Space Grant University. The Office of Budget and Resource Planning develops and implements policies and procedures to help ensure the efficacy and integrity of resource allocations, budget planning and resource management of the University. The office reports to the President through the Vice President for Finance and Administration and is responsible for all-funds budget operations (exceeding $1.8 billion) including institutional responsibility for all revenue planning activities, preparation and control of annual and biennial budgets for the University, its instructional and research divisions, statewide public service units, and auxiliary enterprises. This position reports to, has delegated authority from, and may stand in for, the Associate Vice President for Budget and Resource Planning as necessary or appropriate.
The Director of Budget Development and Analytics leads the development of the University’s annual budget, development and assessment of long-term financial projections, scenario analysis, cost assessments and benchmarking. Additionally, this position works within the goals and priorities set by the university strategic plan, the Office of Budget and Resource Planning, and the Division of Finance and Administration, to determine and implement appropriate solutions for strategic and operational analytics and planning needs.
The position works with academic and administrative leadership on a variety of financial planning issues and works with external partners providing financial and strategic planning services to the university. The Interim Director also plays an important translational role to improve engagement among partners across the university in effective budgeting and financial management.
As a member of the OSU community, the person in this position is expected to foster and promote the values of DEI and demonstrate a commitment to inclusive excellence in their work.
Why OSU?
Working for Oregon State University is so much more than a job!
Oregon State University is a dynamic community of dreamers, doers, problem-solvers and change-makers. We don’t wait for challenges to present themselves — we seek them out and take them on. We welcome students, faculty and staff from every background and perspective into a community where everyone feels seen and heard. We have deep-rooted mindfulness for the natural world and all who depend on it, and together, we apply knowledge, tools and skills to build a better future for all.
FACTS :
• Top 1.4% university in the world
• More research funding than all public universities in Oregon combined
• 1 of 3 land, sea, space and sun grant universities in the U.S.
• 2 campuses, 11 colleges, 12 experiment stations, and Extension programs in all 36 counties
• 7 cultural resource centers that offer education, celebration and belonging for everyone
• 100+ undergraduate degree programs, 80+ graduate degrees plus hundreds of minor options and certificates
• 35k+ students including more than 2.3k international students and 10k students of color
• 217k+ alumni worldwide
• For more interesting facts about OSU visit: https://oregonstate.edu/about
Locations:
Oregon State has a statewide presence with campuses in Corvallis and Bend, the OSU Portland Center and the Hatfield Marine Science Center on the Pacific Coast in Newport.
Oregon State’s beautiful, historic and state-of-the-art main campus is located in one of America’s best college towns. Corvallis is located close to the Pacific Ocean, the Cascade mountains and Oregon wine country. Nestled in the heart of the Willamette Valley, this beautiful city offers miles of mountain biking and hiking trails, a river perfect for boating or kayaking and an eclectic downtown featuring local cuisine, popular events and performances.
Total Rewards Package:
Oregon State University offers a comprehensive benefits package with benefits eligible positions that is designed to meet the needs of employees and their families including:
• Medical, Dental, Vision and Basic Life. OSU pays 95% of premiums for you and your eligible dependents.
• Free confidential mental health and emotional support services, and counseling resources.
• Retirement savings paid by the university.
• A generous paid leave package, including holidays, vacation and sick leave.
• Tuition reduction benefits for you or your qualifying dependents at OSU or the additional six Oregon Public Universities.
• Robust Work Life programs including Dual Career assistance resources, flexible work arrangements, a Family Resource Center, Affinity Groups and an Employee Assistance Program.
• Optional lifestyle benefits such as pet, accident, and critical illness insurance, giving you peace of mind and the support you need to thrive in all aspects of your life.
Future and current OSU employees can use the Benefits Calculator to learn more about the full value of the benefits provided at OSU .
Key Responsibilities
Planning and University Wide Budgeting 45%
- Work with Directors and Managers to assist with long-range planning and financial reporting of all units.
- Use business intelligence software (Tableau, Power BI, Excel) to develop exploratory tools and explanatory analysis to assist Deans, Directors, and Managers with long term business plans and other long-range planning efforts.
- Prepare, analyze, and visualize data findings for comparison, justification, and benchmark reporting and for strategic planning purposes as they relate to the University Strategic Plan ( PWS )
- Develop proformas for the Board of Trustees that provide the financial implication of capital construction projects on campus.
- Assist with developing 10-year planning reports for the University using forecasting software.
- Perform quantitative analysis, forecasting and reporting to support institutional planning.
- Assess significance of revenue and expenditure trends and variances and identify revenue and expenditure variances that may adversely affect financial integrity.
- Research, analyze, and compile data; prepare accounting and/or statistical reports.
- Prepare complex data visualizations and reports to inform strategic decision making within the context of the financial and academic landscape of the university
- Develop debt schedule analysis based on capital forecast to provide information on general fund operations.
- Maintain administrative labor spend database in collaboration with external consortium for internal and external comparisons/trends/labor analysis.
- Prepare and submit university operating budgets for the Board of Trustees.
- Coordinate with, and respond to inquiries from unit budget managers, senior management, financial partners, and others concerning institutional budget development activities.
- Develop instructions, direct analysis of requests, and prepare budget materials for the internal university budget and resource planning process.
- Develop and prepare regular financial and budget variance reports for easy review and monitoring of campus expenditures.
- Assist with the management and development of university-wide process improvement plans that flexibly showcase the complex interaction between relevant academic outputs/metrics and financial resources/expenditures.
- In collaboration with unit management, monitor budgets for all units, including the OSU Statewide Public Service units, OSU Cascades and research units.
- Prepare and submit timely and accurate periodic and ad hoc budget reports to state, federal and university officials.
- Manage, define, clean, and prepare large datasets across a variety of data platforms for complex exploratory and explanatory analyses at the intersection of budget, finance, HR, and academic data.
- Analyze data to provide units across campus with the “big picture” and inform financially based strategic decision making at the University level.
- Effectively communicate financial reports to managers, directors, and stakeholders as appropriate by providing timely, accurate information on a regular basis. Reports provided should be easy to understand and follow.
- Collaborate with others to develop and execute communication plans and data-informed strategies based on analysis, strategic outcomes, and the university budget model.
- Provide subject matter expertise in response to inquiries from financial partners and others concerning a variety of budget and reporting issues.
- Evaluate and modify, as necessary, department policies, training materials and website information. Cooperate with OSU departments, to provide input on policy modifications, as needed. Represent institution on committees and appropriate professional associations.
- Provide financial information to HECC and other State constituents.
- Educate campus community as needed on budget development process and the tuition setting process.
- Assist VPFA in analysis/completion of special projects.
- Respond to audits, data inquiries and other requests for information from OSU departments, Board of Trustees, and the Legislature.
- Develop expertise with data systems and provide data modeling in support of the university budget model.
- Foster an inclusive and collaborative environment for staff, customers, and campus community.
- Bachelor’s degree in accounting, finance, business administration or a related field.
- Five or more years of senior level management experience including responsibility for operational budget development or management.
- Demonstrated record of administrative effectiveness in a college/university, public agency, corporate or nonprofit setting.
- Demonstrable leadership skills with the ability to foster an effective work environment that encourages teamwork, customer service, and employee growth.
- Excellent verbal and written communication skills.
- Strong ability to manage multiple projects simultaneously.
- Demonstrable commitment to foster an inclusive and collaborative environment for staff, customers, and campus community.
This position is designated as a critical or security-sensitive position; therefore, the incumbent must successfully complete a criminal history check and be determined to be position qualified as per University Standard: 05-010 et seq. Incumbents are required to self-report convictions and those in youth programs may have additional criminal history checks every 24 months.
What We Would Like You to Have
- Advanced degree in accounting, finance, business administration or a related field.
- Five or more years of experience in the development of complex budgets and business plans, capital budgets, long range capital and reserve plans, and financial management reports.
- Experience with Banner or similar ERP management systems.
- Demonstrated communication skills with a focus on translating complex financial information and analyses to leadership teams.
- Three or more years demonstrated experience using business intelligence software (Tableau, Power BI, Excel) to develop and share data visualizations that are targeted to an audience to inform strategic decision-making.
- Demonstrated knowledge and expertise of the university budget model.
Indicate how you intend to recruit for this search Competitive / External - open to ALL qualified applicants
Special Instructions to Applicants
When applying you will be required to attach the following electronic documents:
1) A resume/CV; and
2) A cover letter indicating how your qualifications and experience have prepared you for this position.
You will also be required to submit the names of at least three professional references, their e-mail addresses and telephone numbers as part of the application process.
For additional information please contact: Mealoha McFadden at mealoha.mcfadden@oregonstate.edu or 541-737-8485.
Starting salary within the salary range will be commensurate with skills, education, and experience.
We are an Equal Opportunity Employer, including disability, protected veteran, and other protected status.
OSU will conduct a review of the National Sex Offender Public website prior to hire.
OSU is a fair chance employer committed to inclusive hiring. We encourage applications from candidates who bring a wide range of lived experience including involvement with the justice system. This job has “critical or security-sensitive” responsibilities. If you are selected as a finalist, your initial job offer will be contingent upon the results of a job-related pre-employment check (such as a background check, motor vehicle history check, sexual misconduct reference check, etc.). Background check results do not automatically disqualify a candidate. Take a look at our Background Checks website including the for candidates section for more details. If you have questions or concerns about the pre-employment check, please contact OSU’s Employee and Labor Relations team at employee.relations@oregonstate.edu .
Supplemental Questions
Required fields are indicated with an asterisk (*).
Documents Needed to Apply
Required Documents
In compliance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, Oregon State University publishes an Annual Security and Fire Safety Report covering each university campus location. The report includes important information about safety protocols, a wide range of current security policies, fire safety practices, helpful university and local resources, and crime prevention programs, as well as crime and fire statistics for the previous three calendar years. A paper copy of the report can be requested for no charge by emailing Clery.Compliance@oregonstate.edu .#J-18808-Ljbffr