Job Details

Santa Clara University
  • Position Number: 1065702
  • Location: Santa Clara, CA
  • Position Type: Business and Financial Management

University Budget Director

Santa Clara University

Department: Budget Office

Part Year: No

FLSA Status: Exempt

Standard Hours (hours per week):

Position Purpose:
The mission of the University Budget Office is to provide planning and decision support

for University executive leadership, business managers and others at Santa Clara

University through compilation, analysis and dissemination of information that contributes

to sound decision making in the planning and allocation of resources and assessments of

institutional effectiveness.

The Director is responsible for planning and managing the University strategic, capital

and operational planning processes, developing budgets and recommending resource

allocation. This includes an annual operating budget of $450+ million, a capital budget of

$30+ million and other resources.

Under the direction of the Associate Vice President of Finance, the Director is

responsible for supporting the University's teaching, research and mission by providing

quality financial, business and administrative services to the University community. The

Director manages all aspects of the Budget Office including the daily activities of the

University budget while ensuring compliance with policies, procedures, regulations and

statutes. The Director is a key participant in long-term strategic planning and goal setting

for facilities, technology, and anticipated staffing needs to support the growth and

development of the University.

Essential Duties and Responsibilities:
Provide leadership in strategic planning and budget development by managing a
process to solicit and review current and projected needs of all
academic/administrative units; evaluate defined priorities to clarify/reconcile
programmatic objectives and scope for institution alignment with executive
leadership and unit administrators; monitor, update, and communicate
adjustments to the budget as needed during the course of the annual cycle
2. Implement budget planning and monitoring programs in concert with the financial
goals and objectives of the University, divisions, business initiatives and related
3. Develop, recommend and implement financial planning policies and guidelines to
support long-term modeling and financial support for the Universitys strategic
4. Develop, recommend and implement budget policies and guidelines for the
preparation of the annual and multi-year budgets for Santa Clara University
5. Represent finance and administration on a wide range of planning matters, such
as leading and/or participating in special projects, serving on University
committees and ad hoc teams, and making presentations to executive
6. Lead the annual budget development process, which includes the University
Budget Council and the Presidents Cabinet, resulting in the annual consolidated
operating and capital budget for the University that is recommended to the Board
of Trustees
7. Meet with the Deans, Directors and other administrative staff to clarify the
budgetary requirements, answer questions related to the preparation of the
budget to assist the programs in the preparation of their requests
8. Direct and manage studies and analyses of budget and planning information to
respond to internal and external queries and provide critical management
information and other analysis to senior decision-makers
9. Coordinate responses to inquiries and requests from the Presidents Cabinet and
the Board of Trustees on Santa Clara Universitys budget performance
10. Submit schedules and related analyses regarding University revenues and
expenditures/transfers to executive leadership and Board of Trustees
11. Supervise and coordinate the Universitys fiscal year end reconciliation for
management reporting
12. Develop financial models and prepare statistical analysis
13. Lead the selection and oversee the implementation of technology as needed to
carry out the mission of the UBO
14. Lead the UBO office to serve as a resource to University units/departments and
others in implementing budgeting/accounting policies and guidelines
15. Develop the criteria, formats and guidelines to be used by Santa Clara University
programs in the preparation of their annual and multi-year budget requests
16. Other duties as assigned. GENERAL GUIDELINES 1. Recommends initiatives and implements changes to improve quality and services
2. Identifies and determines cause of problems; develops and presents recommendations for
improvement of established processes and practices
3. Maintains contact with customers and solicits feedback for improved services
4. Maximizes productivity through use of appropriate tools; planned training and performance
5. Researches and develops resources that create timely and efficient workflow
6. Prepares progress reports; informs supervisor of project status; and deviation from goals.
Ensures completeness, accuracy and timeliness of all operational functions
7. Prepares and submits reports as requested and required
8. Develops and implements guidelines to support the functions of the unit

Provides Work Direction:
1. Assistant Budget Director (1.0 FTE)
2. Sr. Budget Analyst (1.0 FTE)

To perform this job successfully, an individual must be able to perform each essential duty

satisfactorily. The items below are representative of the knowledge, skills, abilities, education,

and experience required or preferred.

Physical Demands:
The physical demands described below are representative of those that must be met by

an employee to successfully perform the essential functions of this job. In accordance

with the Americans with Disabilities Act, as amended, the California Fair Employment &

Housing Act, and all other applicable laws, SCU provides reasonable accommodations

for qualified persons with disabilities. A qualified individual is a person who meets skill,

experience, education, or other requirements of the position, and who can perform the

essential functions of the position with or without reasonable accommodation.

1. Considerable time is spent at a desk using a computer terminal

2. May be required to travel to other buildings on the campus

3. May be required to attend conference and training sessions within Bay Area or

in- or out-of-state locations

4. May be required to occasionally travel to outside customers, vendors or suppliers

Work Environment:
The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. 1. Typical office environment 2. Mostly indoor office environment with windows 3. Offices with equipment noise 4. Offices with frequent interruptions

1. Experience in the use of technology to illustrate complex financial reports, comparisons,
impact studies 2. Commitment to understand and support Santa Clara Universitys distinctive Jesuit
educational vision and further the mission, values and goals of the University

1. Exceptional communication and interpersonal skills, as well as strong organizational and
management abilities

1. Strong analytical skills and the proven ability to plan, develop and execute creative
approaches to complex financial issues 2. This position requires the ability to effectively establish and maintain cooperative working
relationships within a diverse multicultural environment 3. Ability to work effectively with school administrators, faculty, students and staff as
well as university administrators at various levels 4. Ability to handle multiple projects, set priorities, meet deadlines and maintain a
high level of performance in a fast paced environment with frequent interruptions 5. Ability to maintain a high level of confidentiality 6. A commitment to inclusion and diversity and a demonstrated ability to work with
an increasingly diverse campus community

Education and/or Experience:
1. Advanced degree in finance, business administration, accounting, public policy, public
administration, or an equivalent field preferred and/or CPA license 2. 15 years of progressively responsible experience in planning and budgeting preferably
in a university or nonprofit institution of equal or larger size

Salary Information: $5,422.71 - $6,451.17 semimonthly, commensurate with experience

Close Date:

Open Until Filled: Yes

Special Instructions to Applicants:

To view the full job posting and apply for this position, go to

About Santa Clara University
Santa Clara University is a comprehensive Jesuit, Catholic university located in Californias Silicon Valley, offering its 8,800 students rigorous undergraduate curricula in arts and sciences, business, and engineering, plus masters, Ph.D., and law degrees.

Distinguished by the highest retention rate and ranked second among all masters universities in the West by U.S. News and World Report, Santa Clara University is Californias oldest operating institution of higher-education. The University is focused on creating an academic community that educates citizens and leaders who will build a more just, humane, and sustainable world.

Santa Clara University is an Equal Opportunity/Affirmative Action employer, committed to excellence through diversity and inclusion, and, in this spirit, particularly welcomes applications from women, persons of color, and members of historically underrepresented groups. The University will provide reasonable accommodations to individuals with a disability.

Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services website at To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.

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