Director of Budget and Planning

Yeshiva University•New York, NY

1d•$200,000 - $220,000

About The Position

Yeshiva University seeks a strategic, collaborative, and analytically driven Director of Budget and Planning to lead the University's budgeting, financial planning, forecasting, and management reporting functions. Reporting to the Vice President for Finance & Administration and Chief Financial Officer, the Director is a member of the University's finance leadership team and supports institutional decision-making, resource allocation—including position control—and long-range financial sustainability. The Director oversees development and administration of the consolidated operating and capital budgets, financial forecasting, budget policies and controls, and management reporting. The position partners with senior leadership, academic and administrative units, and affiliate entities to provide financial guidance, strategic analysis, and operational support that advance the University's mission and priorities.

Requirements

Bachelor's degree.
Seven to ten years of relevant accounting, financial, budget, and/or systems experience.
Excellent accounting, analytical, organizational, and communication skills.
Ability to work effectively in a fast-paced environment.
Strong skills in financial accounting systems and applications such as Excel, Word, and AI tools.
Proficiency in business practices relevant to higher education.
Ability to work as part of a team, communicate well about work issues, and use good judgment in prioritizing assignments.
Good judgment in handling confidential personnel and other financial information.
High standards of quality, accuracy, efficiency, and timeliness.

Nice To Haves

CPA or MBA.
Higher education or nonprofit accounting experience.
Experience with Banner Finance and HR/Position Control.

Responsibilities

Develop and compile the annual operating budget.
Work with the Office of the Provost, Enrollment Services, and Deans' Offices to develop enrollment projections and related revenue forecasts.
Prepare analyses, reports, budget schedules, narratives, and presentation materials to support the budget process and University budget constituencies.
Oversee financial systems operations and design, implement, and maintain budget databases for budget development, forecasting, and reporting.
Develop budget reports and forecasts using the budget database and specialized query tools.
Oversee Banner Finance system interfaces, including Banner HR/Position Control.
Supervise budget operations for personnel-budget control, including maintaining labor distribution assignments, processing budget transfers for personnel appointments and changes, analyzing and correcting suspense account entries, reconciling subsidiary systems to the general ledger, and preparing personnel cost and savings reports and analyses.
Oversee development of revenue and expense forecasts and monitor financial performance.
Oversee budget and actual adjustments to address potential and actual overages and work with budget center managers to maintain budgetary control.
Develop monthly revenue and expense projections.
Monitor, analyze, and report variances between actual results and budget.
Prepare periodic management discussion and analysis (MD&A).
Develop fringe benefit rates and the University's intramural overhead allocation methodologies.
Identify cost-saving opportunities and prepare fiscal impact analyses of program and departmental initiatives.
Develop and maintain budget and business process policies, internal budgetary controls, and reporting mechanisms.
Communicate with budget center managers about actual operating results, annual projections, budget variances, new or discontinued activities, and other financial concerns.