Associate Vice President of Budget Planning and Financial Management

Job Summary

The Associate Vice President of Budget Planning and Financial Management is a key leadership position that assists the Senior Associate Vice President for Finance in planning, creating, and administering the $750 million campus budget. This includes overseeing the campus operating budget, auxiliary capital budget, and debt program. The successful candidate will influence university-wide strategies and decisions, provide leadership to coordinate and prepare budgetary recommendations, and participate in several university-wide committees.

Key Responsibilities

• Develop and Maintain a Multi-Year Financial Plan

The Associate Vice President will develop and maintain a multi-year financial plan, including enrollment-based revenues and state support. This plan will serve as a roadmap for the university's financial strategy and ensure alignment with its goals and objectives.

Advise Cabinet and Campus Leaders on Budget and Fiscal Policy

The Associate Vice President will advise the cabinet and campus leaders on budget and fiscal policy, analyzing data and developing fiscal strategy. This will involve providing expert guidance on financial planning, budgeting, and forecasting.

Communicate and Maintain Financial Transparency

The Associate Vice President will communicate and maintain financial transparency of the university's budget, ensuring that stakeholders have access to accurate and timely financial information.

Maintain Expertise and Knowledge of University-Wide Fiscal Resources

The Associate Vice President will maintain a high level of expertise and knowledge of university-wide fiscal resources and their interconnectedness, ensuring that fiscal recommendations are informed and effective.

Manage Campus Tuition and Fee Revenue Budgets

The Associate Vice President will manage campus tuition and fee revenue budgets, ensuring that revenue is allocated effectively and efficiently to support the university's goals and objectives.

Manage University-Wide Reserves and Commitments

The Associate Vice President will manage university-wide reserves and commitments, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Manage Centralized Benefit Pools

The Associate Vice President will manage centralized benefit pools for the primary operating fund, ensuring that benefits are allocated effectively and efficiently to support the university's goals and objectives.

Manage University Capital Budget and Debt Program

The Associate Vice President will manage the university capital budget and debt program, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Manage Federal Grant Programs

The Associate Vice President will manage federal grant programs, including emergency aid, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Prepare and Coordinate Budget Oversight Policy

The Associate Vice President will prepare and coordinate the university-wide budget oversight policy, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Administer Campus Cost Allocation Plan

The Associate Vice President will administer the campus cost allocation plan, ensuring that operating fund resources are managed in accordance with policy.

Oversight and Guidance in Student Fee Policy

The Associate Vice President will provide oversight and guidance in the student fee policy, including modification and establishment of fees, appropriate use of fees, and fiscal oversight.

Provide Leadership to Coordinate and Prepare Budgetary Recommendations

The Associate Vice President will provide leadership to coordinate and prepare budgetary recommendations with each university VP, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Provide Projections to Cabinet Throughout the Year

The Associate Vice President will provide projections to the cabinet throughout the year, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Provide Leadership on University-Wide Committees

The Associate Vice President will provide leadership on several university-wide committees, including Joint Enrollment, Budget Advisory, and Campus Fee Advisory, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Oversee Implementation and Management of Budget Process

The Associate Vice President will oversee the implementation and management of the budget process, including allocation of commitments and managing business plan processes.

Develop and Publish Annual SJSU Budget Report

The Associate Vice President will develop and publish the annual SJSU Budget Report, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Deliver Standard and Ad-Hoc Analysis and Reporting

The Associate Vice President will deliver standard and ad-hoc analysis and reporting of centrally managed resources, including variances to budget.

Ensure Key Issues, Risks, and Business Drivers are Clearly Understood

The Associate Vice President will ensure that key issues, risks, and business drivers are clearly understood and highlighted, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Oversee Annual FIRMS Budget and Campus Fee Submissions

The Associate Vice President will oversee the annual FIRMS budget and campus fee submissions to the Chancellor's Office, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Oversee Team of Professionals Responsible for Critical Financial Processes

The Associate Vice President will oversee a team of four professionals responsible for critical financial processes, including budget planning, forecasting, reporting, analysis, and compliance.

Knowledge, Skills & Abilities

• Knowledge of Financial Planning and Analysis Concepts

The Associate Vice President will have knowledge of financial planning and analysis concepts and approaches, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Knowledge of Generally Accepted Accounting Principles (GAAP)

The Associate Vice President will have knowledge of Generally Accepted Accounting Principles (GAAP) and governmental fund accounting, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Knowledge of Policies and Regulations

The Associate Vice President will have knowledge of policies and regulations that apply to the California State University, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Excellent Written and Verbal Communication Skills

The Associate Vice President will have excellent written and verbal communication skills, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Demonstrated Ability to Clearly Convey Complex Financial Topics

The Associate Vice President will have demonstrated ability to clearly convey complex financial topics appropriate to the intended audience, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Highly Skilled in Using Technological Tools

The Associate Vice President will be 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, and Draw Valid Conclusions

The Associate Vice President will have the ability to define problems, collect data, establish facts, and draw valid conclusions, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Ability to Establish and Maintain Cooperative Working Relationships

The Associate Vice President will have the ability to establish and maintain cooperative working relationships within a diverse multicultural environment, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Ability to Supervise Staff and Lead Teams

The Associate Vice President will have the ability to supervise staff and lead teams, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Ability to Evaluate Compliance with Federal, State, and California State University Policies and Regulations

The Associate Vice President will have the ability to evaluate compliance with federal, state, and California State University policies and regulations, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Ability to Write Reports, Business Correspondence, and Procedure Manuals

The Associate Vice President will have the ability to write reports, business correspondence, and procedure manuals, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Ability to Effectively Present Information and Respond to Questions

The Associate Vice President will have the ability to effectively present information and respond to questions from groups of managers, customers, and the general public, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Required Qualifications

• Bachelor's Degree or Equivalent

The Associate Vice President will have a Bachelor's degree or equivalent, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Minimum of Seven Years of Analytical Experience

The Associate Vice President will have a minimum of seven years of progressively responsible analytical experience in complex budget planning and/or financial management, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Two Years of Supervisory Experience

The Associate Vice President will have two years of supervisory experience, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Experience Preparing Budget Publications and Reports

The Associate Vice President will have experience preparing budget publications and reports for broad distribution, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Experience with Budget Variance Reporting and Financial Forecasting

The Associate Vice President will have experience with budget variance reporting and financial forecasting, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Preferred Qualifications

• Master's Degree in Business, Accounting, or Economics

The Associate Vice President will have a Master's degree in business, accounting, or economics or advanced certification in a related field, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

University-Level Budget Management Experience

The Associate Vice President will have university-level budget management experience at a California State University or University of California campus, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Three Years of Full-Time Experience in Budget Planning and Management

The Associate Vice President will have three years of full-time experience in budget planning and management roles in higher education, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Experience Working with Position Management

The Associate Vice President will have experience working with position management, including position-based budgeting, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Experience Configuring, Optimizing, and Operating Budget Systems

The Associate Vice President will have experience configuring, optimizing, and operating budget systems, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Experience with Activity-Based Budgeting

The Associate Vice President will have experience with activity-based budgeting, ensuring that financial resources are allocated effectively and efficiently to support the university's goals and objectives.

Compensation

The Associate Vice President will be compensated at a salary range of $9,625/month - $30,896/month, with a classification of Administrator IV. San Jose State University offers employees a comprehensive benefits package typically worth 30-35% of their base salary.

Application Procedure

Click Apply Now to complete the SJSU Online Employment Application and attach the following documents:

• Resume
• Letter of Interest

All applicants must apply within the specified application period: October 4, 2024 through November 4, 2024. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.

Contact Information

University Personnel

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. SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS) All San Jose 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 Jose 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 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 or by email at uhs-

Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU system-wide 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 Jose 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).

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