Job Description

Company Description:

California Institute of Integral Studies (CIIS) is an internationally recognized leader in integral education. CIIS strives to embody spirit, intellect, and wisdom in service of individuals, communities, and the earth. CIIS has an enrollment of over 2,000 students pursuing degrees and professional certificates in a variety of academic programs in its schools of Consciousness and Transformation, Professional Psychology and Health, Undergraduate Studies, and our research centers and global initiatives.

CIIS is a mosaic of faces and philosophies, and backgrounds and beliefs. Like our faculty and staff, students are intellectually engaged and socially active. Each day brings new experiences that broaden horizons and hone critical thinking. Programs, both inside the classroom and throughout the University, inspire creativity, nurture community, cultivate curiosity, and foster social good. In addition, CIIS offers a dynamic array of events through its Public Programs, including conversations, workshops, continuing education, and conferences and hosts a vibrant art exhibition series. The University also provides low-cost mental health services to the San Francisco Bay Area through its 6 award-winning community counseling clinics. CIIS is accredited by the Western Senior College and University Commission (WSCUC).

CIIS strives to cultivate a culture of inclusion and belonging as part of its Seven Commitments. More than accept difference, we honor and celebrate our staff's diversity of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. In turn, our diverse and inclusive culture brings us together in ways that empower everyone to connect, belong, and grow.

Job Description:

SUMMARY

The Strategy & Budget Manager position is key to the Finance & Administration Division, requiring an ability to maintain a command over university and department budgets, and produce accurate and timely budget management, and financial reporting and analysis. The position is responsible for hands-on management and support of the University's overall and departmental budgets, providing direction to departmental leaders, approving budgetary requests through system controls, evidence-based analyses, monitoring university expenditures against set budgets, and preparing accurate reports estimating future financial needs.

While reporting to the Chief Financial Officer, the Strategy & Budget Manager indirectly reports to the Controller and collaboratively works with other leadership to support strategic initiatives tied to the University's strategic plan, especially in areas of optimization and creating a sustainable environment. This includes bringing system and optimization thinking into the use of FinTech to improve overall process, procedures, and controls. The position presently has one financial analyst direct report.

The Manager is expected to be visibly (including online and telecom) proactive in communications and project activity, easily accessible by department leaders, and working cooperatively with other Finance & Administration team members and key stakeholders.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Strategy and Budget Management

• Manage and maintain diligent oversight of the university's budget, its process and SOPs; making recommendations for improvements.
• Lead the annual and multi-year budget process and coordinate efforts for monthly, quarterly, and annual budget planning with key constituents.
• Provide budgetary management guidance, and FinTech and financial literacy training to key stakeholders.
• Maintain and distribute results, budgets, and planning variance, capturing revenue, expenses, contribution, and more to department leadership or budget managers.
• Analyze and forecast monthly, quarterly, and annual budgets and provide variances and trend analysis as needed in collaboration with Controller's team.
• Support the Controller and the Accounting and Control department in financial statement or other financial production as needed. · Provide financial information to Budget Managers or Executive Leaders, as needed and approved.
• Work with higher education software such as: Ellucian Colleague and Syntellis Axiom.
  • Forecasting and Budgets
  • Lead organization in monthly budget processes and (re)forecasting.
  • Coordinate and collect updated projections from Budget Managers. · Set-up and maintain financial and budget KPIs, metrics, and benchmarks across departments and programs.
• Improve financial and data reporting processes, especially with automation.
• Perform other duties as required or needed.

Ongoing/As Needed

• Proactively support Budget Managers with financial budget management requested data/reports.
• Create and/or lead training on forecasting, reports, and related systems.
• Create and distribute documentation for training and processes to build and maintain custom reports and data requests from Budget Managers, Controller, or CFO
• Occasional M&A analysis / proformas
• Data Management (ad hoc).
• Identify data points and needs to support forecasting, budgeting, and ad hoc reporting.
• Determine how to obtain and automate data points and metrics.
• Ensure data is maintained accurately and current.
• Implement automation and integration of financial software programs
• Perform checks and audits to ensure accuracy.
• Load historical and consolidate data and metrics.
• Develop and maintain positive, respectful, and supportive relationships with all employees and departments with open and proactive communication.

OTHER DUTIES AND RESPONSIBILITIES

• Support the maintenance of compliance with policies, procedures, and state and federal regulatory requirements.
• Engage in and with the CIIS Community events, programs, and other activities as available and appropriate (if remote, participate in virtual hosted activities).

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