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Senior Director of Budget Planning and Financial Management (APPLY VIA SEARCH FIRM)

San Jose State University
San Jose, California, United States
Salary Not Specified
Date posted
Sep 19, 2023

Job Details

Job Summary

*All applicants must apply via the search firm .*

The Senior Director of Budget Planning and Financial Management assists the Senior Associate Vice President of Finance and Business Services with leadership in planning, creating, and administering the $750 million campus budget, which includes five auxiliaries, NCAA Division I athletics and a compensation benefit pool. In addition to the campus operating budget, this position oversees the campus and auxiliary capital budget and debt program. This position influences university-wide strategies and decisions which have a high level of exposure and potential for a material influence on campus fiscal health or public perception; provides leadership to coordinate and prepare budgetary recommendations with each university VP; and participates in several university-wide committees.

Key Responsibilities
  • Develop and maintain multi-year financial plan, including enrollment-based revenues and state support
  • Advise Cabinet and campus leaders on budget and fiscal policy, analyzing data and developing fiscal strategy  
  • Communicating and maintaining financial transparency of the university’s budget
  • Maintain a high level of expertise and knowledge of university-wide fiscal resources and their interconnectedness when making fiscal recommendations to cabinet 
  • Manage campus tuition and fee revenue budgets
  • Manage university-wide reserves and commitments against those reserves
  • Manage the centralized benefit pools for the primary operating fund 
  • Manage university capital budget ($240 million) and debt program 
  • Manage federal grant programs including emergency aid 
  • Prepare and coordinate the university-wide budget oversight policy, which includes making recommendations to the CFO for actions needed to resolve discrepancies
  • Administer the campus cost allocation plan to ensure operating fund resources are managed in accordance with policy
Knowledge, Skills & Abilities
  • Knowledge of financial planning and analysis concepts and approaches
  • Knowledge of Generally Accepted Accounting Principles (GAAP) and governmental fund accounting
  • Knowledge of policies and regulations that apply to the California State University
  • Excellent written and verbal communication skills
  • Demonstrated ability to clearly convey complex financial topics appropriate to the intended audience (senate, cabinet, student groups, etc.)
  • Highly skilled in using technological tools to gather and present data, including: pivot tables, data warehouse applications, visualization and budgeting software
  • Ability to define problems, collect data, establish facts and draw valid conclusions.
  • Ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment.
  • Ability to supervise staff and lead teams.
  • Ability to evaluate compliance with federal, state and California State University policies and regulations
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively present information and respond to questions from groups of managers, customers and the general public.
  • Ability to communicate with constituents in a professional and respectful manner
Required Qualifications
  • Bachelor’s Degree or equivalent
  • Minimum of seven years of progressively responsible analytical experience in complex budget planning and/or financial management
  • Two years of supervisory experience
  • Experience preparing budget publications and reports for broad distribution (e.g., annual budget report)
  • Experience with budget variance reporting and financial forecasting
Preferred Qualifications
  • Master’s Degree in business, accounting, or economics or advanced certification in related field
  • University-level budget management experience at a California State University or University of California campus
  • Three years of full-time experience in budget planning and management roles in higher education
  • Experience working with position management (position-based budgeting)
  • Experience configuring, optimizing, and operating budget systems
  • Experience with Activity-Based Budgeting


Classification: Administrator III
Anticipated Hiring Range: $12,500/month - $14,167/month

San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary .

Application Procedure

Application materials should be submitted using AnotherSource’s candidate portal .

Application Deadline is April 6, 2024 .

Contact Information

Dayna Brown
Senior Talent Strategist

CSU Vaccination Policy

The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at and questions may be sent to .

Additional Information

Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was offered the position on a contingent basis.

The standard background check includes: criminal check, employment, and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third-party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.


All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity.

Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification:

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at 408-924-1501 or by email at .

Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at . The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at 408-795-5600 or by email at .

Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU systemwide policy, this position is subject to ongoing review for designation as a Campus Security Authority. Individuals that are designated as Campus Security Authorities are required to immediately report Clery incidents to the institution and complete Clery Act training as determined by the university Clery Director.

Equal Employment Statement

San José State University (SJSU) is an Equal Opportunity/Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws. This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).

Advertised: March 07, 2024 (3:00 PM) Pacific Standard Time
Applications close:


San Jose State University

As one of the most transformative universities in the nation, San José State is ready for big change. As part of Transformation 2030, SJSU's strategic plan, the campus community is dedicated to realizing the university's potential as a nationally prominent urban public university. San José State provides a comprehensive university education, granting bachelor’s, master’s and doctoral degrees in 250 areas of study. With approximately 36,000 students and nearly 4,300 employees, SJSU is an essential partner in the economic, cultural and social development of Silicon Valley and California. 

In collaboration with nearby industries and communities, SJSU faculty and staff are dedicated to achieving the university's mission as a responsive institution of the state of California: To enrich the lives of its students, to transmit knowledge to its students along with the necessary skills for applying it in the service of our society, and to expand the base of knowledge through research and scholarship.

Founded in 1857, San José State's history began before the Civil War, as the first State Normal School, which trained teachers who educated the people of a young California. Now, SJSU is a dynamic comprehensive university that anchors the 10th largest city in the United States, and Spartans are found around the globe. 

Faculty members combine research, scholarship and creative activity with industry or practical experience—incubating a problem-solving and entrepreneurial mindset. 

Joining the SJSU community means becoming part of an organization that has worldwide impact. Along with its rich history, SJSU is a dynamic and diverse community in the heart of downtown San José. Embark on your future at SJSU!

As employees of the California State University (CSU), you have a comprehensive program of health benefits including medical, dental, vision, flexible benefits programs and more available to you and, in many instances, your family. Additionally, you may be eligible to extend your health, dental and vision benefits to dependents up to age 26.

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