Director of Financial Planning and Budgets

Posting Details

Position Information

Position Number 000173 Functional Title Director of Financial Planning and Budgets Position Type Staff Position Eclass EP - EHRA 12 mo leave earning University Information

Located in North Carolina's third largest city, UNC Greensboro is among the most diverse, learner-centered public research universities in the state, with 18,000 students in eight colleges and schools pursuing more than 150 areas of undergraduate and over 200 areas of graduate study. UNCG continues to be recognized nationally for academic excellence, access, and affordability. UNCG is ranked No. 1 most affordable institution in North Carolina for net cost by the N.Y. Times and No. 1 in North Carolina for social mobility by The Wall Street Journal - helping first-generation and lower-income students find paths to prosperity. Designated an Innovation and Economic Prosperity University by the Association of Public and Land-grant Universities, UNCG is a community-engaged research institution with a portfolio of more than $67M in research and creative activity. The University's 2,600 staff help create an annual economic impact for the Piedmont Triad region in excess of $1B.

Primary Purpose of the Organizational Unit

The Finance team within the Division of Finance and Administration (F&A) supports the University's mission, strategic vision, goals, and objectives by providing key financial services efficiently and effectively. The Finance team provides financial services directly to students and the campus community. Units within Finance include Contract & Grant Accounting, Controller's Office, Financial Planning & Budgets and Procurement Services.

Financial Planning & Budgets is specifically responsible for providing university budgetary financial reports, projections, and analysis as well as administering all budgeting functions for the operation of UNC Greensboro. They maintain fiscal integrity through development and administration of financial and budgetary control functions. This team works with other areas within the larger F&A Division to provide accurate and complete financial budget data to university management and state and federal agencies. A strong commitment to customer service, collaboration, and team development is central to the division's mission.

Position Summary

The Director of Financial Planning and Budgets provides strategic leadership for the university's comprehensive budget development, financial planning, and analytical functions. This role oversees the direction, administration, and continuous improvement of complex budget processes, ensuring alignment with institutional priorities and full compliance with university, state, and federal requirements. Serving as a key advisor to senior leadership, the Director leads a team responsible for developing reports, interpreting financial data, modeling scenarios, projecting revenues and expenditures, and identifying trends that inform strategic decision‑making.

The position maintains direct communication with the Office of State Budget and Management (OSBM), the UNC System Office (UNCSO), and campus leaders including Vice Chancellors, Deans, Department Heads, and Directors. The Director establishes and maintains effective budget procedures, prepares high‑level analyses and presentations for executive leadership, evaluates financial options, and reports on outcomes of budgetary decisions. Core functional responsibilities include team building, customer service, managerial oversight, reporting, planning and projections, reversion planning, coordination of carryforwards and special allocations, debt‑related issues, campus training, all other general budget matters, and addressing special requests. Professionalism, collaboration, and sound judgment are essential to success in this role.

Minimum Qualifications

• Masters and 5+ years of relevant experience; or Bachelors with at least 1-2 yrs supervisory experience and 5+ years of relevant experience.

Additional Required Certifications, Licensures, and Certificates Preferred Qualifications

• Master's degree in business administration, public administration, or a related field is preferred, with prior supervisory experience in a complex operational area.
• Demonstrated strong proficiency with ERP systems, preferably Banner by Ellucian, along with excellent analytical skills, attention to detail, and the ability to communicate effectively in both written and verbal formats with leadership, colleagues across campus and off-campus entities at the state level.
• University or community college Budget Office and financial administration experience within North Carolina's public higher education environment, with eight years of public‑sector financial administration is desired, including at least three years within the North Carolina community college or university system.
• Commitment to inclusive leadership, the ability to set and achieve goals, and the capacity to work collaboratively with a cross-functional team are essential.

Special Instructions to Applicants

IMPORTANT APPLICATION INSTRUCTIONS: UNC Greensboro has retained the services of the UNC System Office Executive Search Services team to support this recruitment. Confidential inquiries and nominations should be directed to Executive Search Services. To be considered for this position, candidates must apply through the UNC System Executive Search application portal. Please visit https://northcarolina.csod.com/ux/ats/careersite/6/home/requisition/746?c=northcarolina to submit a cover letter and CV/resume. Applications submitted through the UNCG career site will not be considered complete. Confidential review of applications will begin immediately, and the position will remain open until filled.

Recruitment Range $150,000 - $165,000 Org #-Department Fin Planning and Budgets - 56203 Job Open Date 08/06/2026 For Best Consideration Date Job Close Date Open Until Filled Yes FTE 1.000 Type of Appointment Permanent If time-limited, please specify end date for appointment. Number of Months per Year 12 FLSA Exempt

Key Responsibilities

____

Percentage Of Time 20% Key Responsibility

Enterprise Financial Strategy

Essential Tasks

Provide strategic leadership in partnership with the VC for Finance and Administration and the AVC for Finance for the University's enterprise financial planning efforts by aligning financial resources with institutional priorities, the University's Strategic Plan, and long-term fiscal sustainability.

Strategic Planning:

• Lead development of the University's annual, multi-year, and long-range financial plans.
• Align institutional financial resources with strategic priorities.
• Evaluate the financial impact of strategic initiatives, new academic programs, enrollment strategies, research initiatives, and capital investments.
• Develop financial sustainability strategies and recommend long-term funding solutions.
• Identify financial risks and opportunities and recommend mitigation strategies.
• Lead the integration of financial planning with enrollment management, human resources, facilities, research administration, information technology, and institutional strategic planning to support enterprise-wide decision making and resource alignment.
• Collaborate with executive leadership to ensure financial strategies support institutional goals and operational priorities.

Institutional Policy:

• Develop and recommend University budget policies and financial planning guidelines.
• Coordinate development of biennial legislative budget requests and strategic funding proposals.
• Participate in institutional strategic planning initiatives.
• Advise executive leadership on financial implications of institutional initiatives.

Percentage Of Time 15% Key Responsibility

Financial Planning & Analysis (FP&A)

Essential Tasks

Lead the University's comprehensive financial planning, forecasting, budgeting, and analytical functions while ensuring accurate, timely, and compliant budget administration.

Budget Development:

• Direct development and administration of the University's annual operating budget for all university funds.
• Develop All Funds Budget
• Coordinate the annual budget planning calendar and budget development process.
• Develop budget instructions, assumptions, and allocation methodologies.
• Review and recommend departmental budget requests.
• Prepare consolidated University budget recommendations.

Budget Administration:

• Monitor budgets throughout the fiscal year.
• Review budget revisions and transfers.
• Ensure budget transactions comply with University, UNC System, and State requirements.
• Maintain budget controls and internal financial controls.
• Coordinate year-end budget closeout activities.
• Oversee position budgeting and salary reserve planning.
• Monitor vacancy savings and salary projections.

Financial Planning & Analytics:

• Develop multi-year financial forecasts.
• Prepare enrollment, tuition, personnel, benefits, and State appropriation forecasts.
• Manage the tuition and fee process on campus
• Conduct financial modeling and scenario analyses.
• Develop predictive and prescriptive financial analytics that identify emerging trends, opportunities, operational efficiencies, and potential financial challenges before they materialize.
• Monitor institutional financial performance against budget and forecast.
• Develop executive dashboards and key financial indicators.
• Evaluate financial trends and recommend corrective actions.
• Maintain enterprise financial planning systems, including Anaplan and related technologies.

Reporting:

• Prepare recurring financial reports for executive leadership.
• Develop budget reports for the UNC System Office and State agencies.
• Produce analyses supporting accreditation, audits, and financial reporting.
• Ensure accuracy and integrity of institutional budget data.

Percentage Of Time 20% Key Responsibility

Strategic Resource Allocation

Essential Tasks

Lead strategic allocation of University resources to maximize institutional effectiveness while ensuring fiscal accountability and responsible stewardship of public funds.

• Develop funding allocation models aligned with institutional priorities.
• Evaluate recurring and one-time funding requests.
• Coordinate allocation of enrollment growth funding, tuition revenue, State appropriations, and institutional reserves.
• Develop reserve, carryforward, and contingency funding strategies.
• Support capital planning and debt affordability analyses.
• Analyze financial implications of organizational restructuring.
• Recommend budget reallocations based on institutional priorities.
• Evaluate return on investment for strategic initiatives.
• Monitor resource utilization and recommend operational efficiencies.
• Develop institutional financial performance measures and key performance indicators (KPIs) that evaluate the effectiveness of resource allocation decisions and assess progress toward strategic goals.
• Regularly assess organizational financial performance against established metrics and recommend resource adjustments to improve institutional outcomes.

Percentage Of Time 15% Key Responsibility

Executive Decision Support

Essential Tasks

Serve as the principal financial planning advisor to the Associate Vice Chancellor for Finance by providing executive-level financial analyses, strategic recommendations, and budget expertise.

• Prepare executive financial reports for the Chancellor, Cabinet, Board of Trustees, and executive leadership.
• Develop presentations and briefing materials.
• Conduct financial analyses supporting strategic initiatives.
• Evaluate legislative, UNC System, and regulatory changes affecting University finances.
• Advise Deans, Vice Chancellors, and senior administrators on budget development and financial planning.
• Represent the University with the UNC System Office, Office of State Budget and Management, Office of State Controller, and other State agencies.
• Present budget recommendations to executive leadership.
• Respond to financial information requests from internal and external stakeholders.
• Conduct enterprise financial risk assessments, scenario planning, and stress testing to evaluate the potential impact of changing economic conditions, enrollment fluctuations, legislative actions, and other strategic risks on the University's financial position.
• Provide executive leadership with strategic recommendations to enhance financial resilience and support informed decision-making under varying financial scenarios.
• Develop and maintain new program financial/budget planning templates and advise Dean and Program Managers on budget development for their proposed or modified programs

Percentage Of Time 10% Key Responsibility

Business Transformation and Innovation

Essential Tasks

Lead modernization of the University's financial planning and budgeting functions through technology, process improvement, data analytics, and organizational innovation.

• Lead continuous improvement of budget development processes.
• Implement and optimize enterprise planning systems, including Anaplan.
• Improve integration between Banner, budgeting, and reporting systems.
• Develop automated reporting and dashboard capabilities.
• Promote the use of predictive analytics, business intelligence, automation, and artificial intelligence to improve financial forecasting and decision-making.
• Simplify and standardize budget procedures.
• Develop financial data governance standards.
• Benchmark budgeting and financial planning practices against peer institutions.
• Lead departmental process improvement initiatives.

Percentage Of Time 10% Key Responsibility

Organizational Leadership

Essential Tasks

Provide strategic and operational leadership for the Office of Financial Planning and Budgets while fostering a collaborative, customer-focused, and high-performing organization.

Leadership:

• Direct daily operations of the Office of Financial Planning and Budgets.
• Recruit, supervise, mentor, and evaluate professional staff.
• Establish departmental priorities, goals, and performance expectations.
• Develop succession and professional development plans.

Collaboration:

• Build strong partnerships with colleges, divisions, and administrative units.
• Provide financial consultation and high level of customer service across campus.
• Promote transparency and collaborative budget planning.
• Represent the department on University committees and strategic initiatives.
• Collaborate with the Controller's Office to lead the University's fiscal year-end financial planning and closeout activities by monitoring budget performance, evaluating projected year-end financial results, recommending strategic use of available resources, managing carryforward and reserve targets, and ensuring an accurate, compliant, and timely fiscal year-end close.

Compliance:

• Ensure compliance with University, UNC System, State, and federal policies.
• Coordinate responses to financial audits.
• Develop and maintain departmental operating procedures.
• Ensure effective internal controls and stewardship of university resources.

ADA Checklist

ADA Checklist

R for Rare (0-30%), O for Occasional (30-60%), F for Frequent (60-90%), C for Constant (90-100%).

Physical Effort Finger Dexterity - F, Reading - F, Writing - F, Vision-Preparing/Analyzing figures - F, Hearing - F, Talking - F, Standing - O, Sitting - F, Hand Movement-Repetitive Motions, Hand Movement-Grasping, Holding, Eye-hand coordination, Vision-Color Distinction Work Environment Inside - F

Applicant Documents

Required Documents

• Resume/CV
• Cover Letter
• List of References
• Reference Letter 1
• Reference Letter 2
• Reference Letter 3

Optional Documents

Supplemental Questions

Required fields are indicated with an asterisk (*).

• • Do you have experience with Banner Finance and/or Banner Student?

• Yes

• No

• • If you have previous experience working with State Institution/Agency, please explain.

(Open Ended Question)

• • Are you currently a permanent, time-limited or RIF employee of UNCG?

• No Response

• Yes

• No

• • Please indicate how you learned of the vacant position for which you are applying:

• UNCGjobsearch Website

• Greensboro News & Record

• Carolina Peacemaker

• Other Newspaper

• The Chronicle of Higher Education

• Inside Higher Ed

• Other Professional Journal

• NCWorks.gov

• UNC System Job Board

• Other Online Job Board

• Personal Networking

• Other

• • If you selected "Other", please provide the name of the resource here.

(Open Ended Question)