Portland Community College | Portland, Oregon

Budget Director

Class: Management | Exempt status: Exempt | Grade: N

Under the direction of the Associate Vice President of Finance, the Budget Director manages the day-to-day operations of the Budget Office. Plans, organizes, and manages applicable functional areas in support of College objectives. Provides long range budget planning and compliance. Provides detailed budget process training. Responsible for the implementation of the budget workstream and integration with the Finance and Human resource components in the new Workday ERP system. Å·ÖÞ±­¾öÈü¾º²Âapp_Å·ÖÞ±­×ãÇòÍø-Ͷע|¹ÙÍøs and provides Budget Office? strategic direction and day-to-day activities. Leads and supervises the work of Budget Analysts, Budget Accountant and Budget Managers. Exercises sound judgment in the interpretation and application of all related laws, regulations, necessary practices and procedures. Responds to inquiries from College departments and/or external agencies and supervises administrative services professionals, paraprofessionals, technical/support staff, and/or student workers.

Typical Duties and Responsibilities

1. Å·ÖÞ±­¾öÈü¾º²Âapp_Å·ÖÞ±­×ãÇòÍø-Ͷע|¹ÙÍøs, manages, supervises, and monitors the preparation of the College¡¯s annual budget. Completes supplemental budgets, mid-year budget adjustments, special financial analysis, and manages and provides long-term financial plans, projections, and forecasts.
2. Provides budget updates and reports to the Board of Directors.
3. Encourages innovative budget funding and resourcing options.
4. Makes recommendations to the Associate Vice President (AVP) of Finance on procedure or process changes and improvements.
5. Oversees the budget format and the preparation of the budget by all departments including redesign of budget and reporting systems.
6. Provides technical and complex analysis using advanced data analysis tools and software to provide report preparation on the College¡¯s budget.
7. Ensures budget development and activities align with and support the strategic priorities of the College.
8. Responsible for the preparation and publication of the budget calendar, budget appropriation by fund detailed schedules, budget resolutions and publication notices, assisting with the preparation of the annual budget message from the President, and the publication, communication, presentation and distribution of the College budget.
9. Manages and maintains the budget and position control system and other related systems and budgeting tools; provides support to leadership in utilizing related budget tools and systems.
10. Provides ongoing training, reporting and communications to budget managers.
11. Designs, customizes, implements and supports internal and supplemental software to provide comprehensive ad hoc budget reporting tools to managers. Provides related project management for applicable financial projects.
12. Prepares Board resolutions related to the budget; coordinates and supports budget updates, budget communications, and budget presentations to a variety of audiences, and ensures timely delivery of the budget to the Board and College leadership.
13. Plans, organizes, manages, and makes process improvement recommendations of budget process and operations of the Budget Office. Coordinates, implements, administers, and evaluates budget planning projects and services impacting College budgeting and operations.
14. Å·ÖÞ±­¾öÈü¾º²Âapp_Å·ÖÞ±­×ãÇòÍø-Ͷע|¹ÙÍøs, recommends, and administers policies, procedures, and processes in support of operations in the Budget Office. Implements and monitors compliance with approved policies, procedures, and processes, ensuring alignment with the College mission, values, goals and objectives and local, state, and federal laws and regulations.
15. Defines and implements best practices to improve budget efficiencies and reporting.
16. Supervises administrative services professionals, paraprofessionals, and technical/support staff and performs both direct and indirect supervision through subordinates. Hires, evaluates, trains, disciplines and recommends dismissal of staff as necessary.
17. Prepares financial management reports for various College programs, reviewing financial data to ensure compliance with applicable local, state, and federal requirements and Generally Accepted Accounting Principles.
18. Researches, analyzes, and interprets applicable laws and regulations related to College budgeting; makes recommendations based on findings
19. Leads or participates in/on a variety of meetings, committees, and/or other related groups to communicate information regarding programs, resources, services, and/or to other pertinent information as appropriate. Provides College-wide leadership and direction on budgetary activities, functions, processes, strategies, and training. Serves as a liaison with other internal departments within the College and/or to external agencies in order to provide information on available resources and/or services.
20. Works collaboratively with the finance team to identify and initiate internal control processes and to reconcile and ensure accurate recording of the College¡¯s financial assets.
21. Participates in long-range finance planning for the College, working cooperatively with College departments and other stakeholders to develop strategic and tactical plans to facilitate and coordinate the delivery of financial services.
22. Evaluates systems and processes, sets standards, and makes appropriate recommendations for purchase and implementation.
23. Participates in annual audits for the District and/or in the Budget Office.
24. Participates in the sale of bonds, including the review of information in the preliminary offering statements, analysis of interest costs and savings, and other pertinent data.
25. Oversees, analyzes, and makes budget decisions in alignment with College strategy, values and priorities. Forecasts funds needed for staffing, equipment, materials, and supplies. Approves expenditures and implements budgetary adjustments as appropriate.
26. Performs other related duties as assigned.

Work Environment

Work is generally performed in an office environment with frequent interruptions and irregularities in the work schedule. Working hours may vary and occasional evening or weekend work is required. Frequent travel to other locations is required. No special coordination beyond that used for normal mobility and handling of everyday objects and materials is needed to perform the job satisfactorily.

Minimum Qualifications

Master¡¯s degree in Accounting, Finance, Business Administration or related field. Six (6) years of progressively responsible professional budget management experience at a management level, to include four (4) years of supervisory experience.

OR Bachelor¡¯s degree in Accounting, Finance, Business Administration or related field. Eight (8) years of progressively responsible budget management experience at a management level, to include four (4) years of supervisory experience.

OR twelve (12) years of progressively responsible budget management experience at a management level, to include four (4) years of supervisory experience.

Knowledge, Skills, and Abilities

Knowledge of:

• Managerial principles;
• Financial principles and practices in assigned areas of responsibility;
• Budgeting principles and practices;
• Redesign and process improvement of budget systems in? higher education or related governmental entities environments;
• Data analysis using complex software tools.
• Performing complex analysis;
• Applicable federal, state, and local laws, rules, regulations, and ordinances;
• Non-profit/college fund accounting systems and principles;
• Advanced internal control practices;
• Advanced financial analysis principles and methods;
• Strategic planning principles and practices;
• Project management principles and practices;
• Contract management principles;
• Analytical methods;
• Research methods and techniques;
• Automated financial systems;
• Auditing principles and practices;
• Community college operations and administration principles and practices;
• Policy and procedure development and implementation practices.

Skills in:

• Supervising subordinate staff;
• Exceptional written and verbal communication skills;
• Exceptional proofreading skills of all written budget documents to ensure accuracy and clear communications;
• Coordinating activities with other internal departments and/or external agencies;
• Å·ÖÞ±­¾öÈü¾º²Âapp_Å·ÖÞ±­×ãÇòÍø-Ͷע|¹ÙÍøing and monitoring budgets;
• Managing large, complex governmental financial systems;
• Strong problem solving capabilities;
• Implementing a new ERP budget system from design to go live;
• Preparing and reviewing reports;
• Interpreting and applying applicable Federal, State, and/or Local laws, rules, and regulations;
• Managing contracts of service providers;
• Evaluating complex financial systems and recommending appropriate financial methods, procedures, forms, and/or records based on findings;
• Preparing complex financial statements, reports, and analyses;
• Å·ÖÞ±­¾öÈü¾º²Âapp_Å·ÖÞ±­×ãÇòÍø-Ͷע|¹ÙÍøing and enforcing finance and accounting procedures and principles;
• Analyzing and interpreting complex financial and accounting information;
• Designing and implementing finance, budgeting, accounting and recordkeeping systems;
• Managing projects;
• Preparing a variety of complex reports for internal use and/or submittal to external agencies, including statistical analysis;
• Monitoring compliance with applicable policies, procedures, rules, and regulations.

Ability to:

• Work with diverse academic, cultural and ethnic backgrounds of community college students and staff;
• Utilize computer technology for communication, data gathering and reporting activities;
• Communicate effectively through oral and written mediums.

Established: 1/2023
Replaces: Finance Division Manager (Budget Manager)

Portland Community College is committed to hiring and retaining a diverse workforce. We are an Equal Opportunity Employer, making decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other protected class.