Director, Financial Planning, Analysis and Budget

Director, Financial Planning, Analysis and Budget - District Office

• Plans and coordinates development of District Unrestricted, Restricted, and Auxiliary budget and monitors throughout the year.
• Prepares analysis of resource issues. Prepares detailed budget charts, tables, and spreadsheets, as needed, in support of a variety of budgetary analyses and special projects. Prepares analyses for use by College administrators when making academic and budget planning and other presentations. Identifies relevant and usable data sources, selecting appropriate methods of data collection and data analysis, and reporting of conclusions, implications, and recommendations.
• Provides budget recommendations to respond to a wide range of issues. Develops, formulates, and recommends funding scenarios to address concerns and facilitate resolution.
• Structures internal budgeting processes and establishes internal controls to monitor operations and maintain budget limitations in alignment with College business processes.
• Assures that College financial planning and budgeting activity is in accordance with General Accepted Accounting Principles (GAAP), Texas state law and any other pertinent requirements.
• Assumes responsibility for the position control function and related activities in collaboration with Human Resources, including regular reporting thereof.
• Establishes financial planning and budget policies and procedures and oversee implementation by developing the necessary processes and activities. Assists in preparation of preliminary official statement for bonding purposes.
• Prepares and disseminates financial information and provides guidance for budget planning and control policies as needed.
• Analyzes complex financial data, and extracts and defines relevant information, interprets data for the purpose of determining past financial performance and/or to project a financial probability, including projection of revenues/expenses status at year end.
• Prepares the annual no-new-revenue and voter-approval tax rates on property values within the College's taxing district, publishes required notices and hold hearings when required, and prepare presentations for the Board of Trustees to facilitate their adoption of the annual tax rates in compliance with Truth-In-Taxation Laws.

• Identifies, analyzes and resolves finance, budget system and process problems. Develops and implements system and process changes. Resolves finance and budget related posting problems.
• Analyzes and prepares various budget, revenue, and expenditure reports for management. Provides budget reports and account analysis to budgetary units.
• Performs predictive analysis (e.g., What things should or should not be initiated now due to its impact on the organization? What should we do about it?)
• Assists in planning the district's expansion, including but not limited to future locations and optimization of campuses, and programs through the creation and modification of financial models.
• Prepares various trend analysis and creates various performance-based reporting mechanisms such as balanced scorecards, instructional efficiency reports, etc.
• Ensures that users, approval queues, and routings are properly established and maintained in the College's finance module.
• Promote the College by participating in community, state or national organizations or conferences.
• Perform personnel evaluations, employee training and development, and other supervisory functions.
• Provides oversight of the Anaplan budgeting and forecasting software tool.
• Perform other duties as assigned.

• Ability to demonstrate and adhere to the College values
• Ability to read state, federal, and local regulations, accounting/auditing standards, contract, development agreements, bids, requests, and general correspondence
• Ability to perform general math calculations such as addition, subtraction, multiplication and division, as well as various statistical calculations
• Ability to write reports, memos, requests, and general correspondence
• Demonstrate analytical skills that allow for interpretation of budgetary, financial, and related management information
• Strong organizational skills to work independently and to prioritize a heavy workload under the pressure of competing assignments
• Ability to respond flexibly and positively in all circumstances, and to work calmly under pressure
• Ability to exercise good judgment and discretion, especially with regards to sensitive or confidential personnel or organizational matters
• Ability to promote and follow Board of Trustee policies and related procedures
• Ability to communicate, interact and work effectively and cooperatively with all people including those from varied ethnic and educational backgrounds
• Ability to recognize the importance of safety in the workplace, follow safety rules, practice safe work habits, utilize appropriate safety equipment and report unsafe conditions to the appropriate administrator
• Excellent computer skills and experience using spreadsheet, charting, and other software tools, such as Microsoft Word, Excel, PowerPoint, and Outlook
• Ability to use software tools to present data clearly and concisely

• Bachelor's degree in finance, accounting or another business-related field

• Master's degree in finance, accounting, or another business-related field

• Five years of supervisory experience in a combination of professional accounting, budgeting and finance roles
• Experience with an integrated enterprise resource planning (ERP) system

• Ellucian (Banner) ERP system experience
• Anaplan planning and budgeting tool experience
• Higher education experience

• Certified Public Accountant (CPA)

Salary Grade: 202

Salary is based on the Board-approved salary schedule for the current fiscal year. See Salary Schedule

Requisition Number: req5700

Posting Close Date: 5/2/2025 at 6 pm CST