Ohio Wesleyan University
Senior Director for Financial Innovation, Planning, and Budgeting
As the Senior Director for Financial Innovation, Planning, and Budgeting, you’ll be a key leader at the university with responsibility for strategic financial planning, including budget development and results forecasting, and financial analysis of new opportunities. We’ll rely on you to prepare the university’s annual budget and generate mid-to-long-range budget projections. You will be a nexus for information and will engage with academic and administrative leaders across campus (such as Financial Aid, Residence Life, Controller, Human Resources, Provost’s office, International Programs, etc.) to bring together data to develop the budget and forecasts. You will develop robust financial models and budgets for new academic and co-curricular programs, special projects, and business ventures. Your models will include well-documented and communicated assumptions to assist the senior leadership team and University Trustees in decision making.
You’ll report to and work closely with the Vice President of Finance and Administration, who will look to you for innovative and creative recommendations regarding financial matters as you develop solutions to problems. You’ll engage in continuous critical analysis of existing systems, processes, and policies and make recommendations to achieve greater operational efficiencies and improve internal controls. In this position, you’ll lead the university in transitioning to all funds budgeting, incorporating restricted funds with operating funds to provide the university with maximum budgetary flexibility.
As the Senior Director, you will liaise with the university’s Office of Institutional Effectiveness and contribute financial information to various annual surveys and reports, such as IPEDS, HLC, GLCA, Standard and Poor’s, and U.S. News and World Report.
We’re looking for someone with the following qualifications and experiences:
- You have a bachelor’s degree;
- You’ve worked professionally for at least seven years in positions where you’ve gained work experience relevant to the position (such as budget development and monitoring, forecasting, and financial analysis);
- You’ve developed proficiency in Microsoft Excel, including experience with pivot tables, charts, and graphs;
- You’re able to communicate clearly and concisely in writing;
- You have a history of being a self-starter who is proactive and takes initiative;
- You take deadlines seriously and have a deep sense of responsibility for and pride in your work;
- You enjoy working independently, but realize you need to reach out to others for updates, new information, and to communicate about your work;
- You have a commitment to actively fostering a respectful work environment that welcomes all persons;
- You have experience with process and systems improvement.
In addition to those above, we’ll be especially interested in you if you have these qualifications and experiences in your background:
- Master’s Degree (MBA or other related field).
- Exceptional quantitative and financial analytical skills, especially with financial projections and forecasting.
- Experience advancing diversity, equity, and inclusion, and welcoming and supporting persons from diverse backgrounds.
- Experience using a general ledger system.
- Experience using Management Reporter and/or MS Business Intelligence (BI)
- Experience preparing narrative discussions of financial results and analysis (variance reports).
- Professional experience with Google suite of products, including mail, sheets, docs, and Drive.
- Experience designing and implementing system and processes improvements.
- Advanced professional communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal and external audiences.
- Strong project management skills and ability to contribute to or lead a multi-functional team.
- Demonstrated capability to gain the respect of others, influence people of varying levels of authority across an organization and elicit cooperation without direct authority, and to sustain productive, mutually respectful and collaborative interpersonal working relationships with persons in various levels within an organization.
- Experience working in a college or university or other not-for-profit environment with a knowledge of fund accounting, including restricted funds and endowments, would be helpful, but not necessary if you are a quick-learner willing to increase your skill set.
- Successful experience handling confidential matters and interacting with tact and diplomacy.
- Experience leading, supervising, and developing staff;
- Effective oral communication skills;
- Effective interpersonal skills with a high level of professionalism and integrity;
- An appreciation for and willingness to engage with the mission and aims of OWU.