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 accurate ability to produce analysis that will allow us to produce forecasts and budgets. As the senior financial analyst, they are responsible for hands-on management and support of the University's overall and departmental budgets, providing direction to departmental leaders, approving budgetary requests through evidence-based analyses, monitoring university expenditures against set budgets, and preparing accurate reports estimating future financial needs.

While reporting to the Director of Business Strategy and Financial Planning, the Strategy & Budget Manager collaboratively works with the CFO, Controller, and other leadership to support strategic initiatives tied to the University's strategic plan, especially in areas of optimization and creating a sustainable environment. The Manager is expected to be proactive in communication and visibility (online), easily accessible by department leaders, and working cooperatively with other Finance & administration team members and key stakeholders. May have one or more direct reports.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Strategy and Budget Management

• Lead the annual budget cycle and 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 provide variances and trend analysis as needed.
• Produce reports and other financial information for Budget Managers, and as needed for other University needs, including Board of Trustees
• Analyze and forecast monthly, quarterly, and annual budgets.
• Shows proficiency working with 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.
• Create and maintain KPIs, metrics, and benchmarks across entities, departments, and programs.
• Improve financial and data reporting processes.
• Write business plans for strategic university and initiatives.
• Manage and lead unit.

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 and 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.
• Implementation automation and integration between Colleague modules and with Syntellis for data centralization.
• 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

• Maintain compliance with policies and procedures.
• Maintain compliance with all state and federal laws and 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).
• Perform other duties as required.

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