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The Office of the Chancellor supports the Chancellor's leadership as chief executive officer providing administrative, organizational, communications support, and strategy development and services, to advancing the chancellor's vision, core values, and priorities for the University of California, Berkeley. The Business and Services Ops Unit of the Chancellor's Immediate Office (CIO) provides budget, financial, compliance, and facilities support to the Chancellor as well as a number of administrative offices (7 Departments) and three Divisions that report to the Chancellor's Division.
The Director, Finance and Business Services performs highly complex and advanced analytical techniques to maximize the planning for, and distribution, of over $23M to the Chancellor's Division L4 reporting units. Functioning with a very high degree of autonomy, the Business & Financial Planning Services Director , also serves as the primary coordinator of the Division's management of these resources. The incumbent gathers information, analyze, summarize and prepares financial sources and uses plans; assess and explain past performance; and develops present and future year operating budgets and forecasts. The Director will coordinate the development of new financial reports; analyze and forecast of customized budgets; rev generation income; drive the development of new systems (i.e., commitments, reporting, financial); and recommend changes to policies and procedures.
This is a highly confidential position within the Chancellor's Immediate Office that requires political astuteness, the ability to manage sensitive issues and to communicate with diplomacy and tact.
The Director, Finance and Business Services performs highly complex and advanced analytical techniques to maximize the planning for, and distribution, of over $23M to the Chancellor's Division L4 & L5 reporting units. Functioning with a very high degree of autonomy, the Director, Finance and Business Services, also serves as the primary budget coordinator of the Division's management of these resources. The incumbent gathers information, analyze, summarize and prepares financial sources and uses plans; assess and explain past performance; and develops present and future year operating budgets and forecasts. The Director will direct reporting staff, coordinate the development of new financial reports; analyze and forecast of customized budgets; rev generation income; drive the development of new systems (i.e., commitments, reporting, financial); and recommend changes to policies and procedures.
The incumbent is the primary lead for Financial Analysis and Planning (FA&P) for the Division's budget activities, and will routinely develop all funds operating budgets and quarterly reporting for the (CHANL) Division's L4 departments: Audit & Advisory Services, Investigations & Risk Services; Chancellor Immediate Office, Office of Ethics, Office of Legal Affairs, Ombuds, Government and Community Relations, Public Affairs, and Board of Visitors. Also, the incumbent has a liaison role re. Financial Planning and Analysis standards with L3 reporting Divisions: BAM/PFA, Cal Performances, and Athletics. The Director, Finance and Business Services will meet with Unit Department Heads/Directors on budget assumptions, variances to plan and develop corrective actions. The incumbent will review and drive the annual Budget Improvement Plan/Target performance process and make recommendations to senior management. The Director, Finance and Business Services will provide and/or oversee ad hoc training to non-financial personnel; take the lead to follow-up with Campus Budget Office and/or other units on funding/expenditure issues/commitments; and conduct break-even analysis of revenue generating operations. The position works closely with the Deputy Associate Chancellor to support the fiduciary and organizational compliance responsibilities.
Reporting to the Deputy Associate Chancellor, the Business & Financial Planning Services Director manages the following functions: accounting, financial reporting/forecasting, budget development and oversight, talent management, facilities, and information technology. The incumbent, manages a staff of 3 comprised of professionals in various fields. The incumbent assumes accountability for decisions made by subordinates and establishes and manages performance expectations. The Director, Finance and Business Services performs long and short-term planning for functions supervised and ensures compliance with University policies, procedures, and develops best practices. The Director, Finance and Business Services has administrative responsibility and signature authority for the overall financial management of the Chancellor's Immediate Office (CIO) and co leads with the Deputy Associate Chancellor the annual division budget. The Director will establish strategic plans and objectives and makes decisions on financial, business process, standards, or operational matters concerning the Chancellor Immediate Office and makes recommendations for the same regarding reporting L4 units.
Business and Financial Management- Control Point Level (CHANL)
Assumes full responsibility for staffing, budgets, reporting, controls, events, facilities, productivity and human resource-related activities pertaining to assigned staff members.
Develops and monitors operational and budget processes, staff FTE, and finance. Manages systems and procedures and practices to protect departmental assets and reputation.
Prepares short and long range plans for administrative services operations and improvements to processes. Establishes and recommends operational changes to policies and procedures which affect the division.
Ensures optimal general ledger management and compliance review (SAS 115), including oversight of subordinate staff charged with management of unit and account structure , individual fund use, and key controls that is consistent with UC policy and best practices.
Actively manages the functional responsibility of the Chancellor Compliance review of expenditures and annual reporting process (G45) to ensure it aligns with presidential policy.
Develops, manages, and implements a framework for providing reporting units with tools and resources to improve and support budget and financial core competency.
Direct best practices of all fiscal close related processes, including schedules, reports, and activities for the Chancellor's Division.
Strategic Planning, Financial Reporting and Resource Management
Lead a cohesive, service-oriented, and well-functioning finance and administration unit, including oversight of financial and facilities personnel.
Deliver timely and accurate budget analysis and quarterly financial reporting of the Division annual budget for the executive team (Chancellor/Associate Chancellor/Deputy Associate Chancellor), and Directors.
Disseminate information within the Division on budgetary processes and procedures related to operating and capital expenditures.
Advise the executive team on the impact of long range financial and organizational strategic planning.
Collaborate with internal departments and external agents and constituencies to provide financial information/reports to accomplish strategic initiatives.
Oversee contract management and accountability of outside vendors providing HR and financial services.
Serve as the Division Finance Leader and liaison to the Campus Budget Office and actively participate in formulating fiscal and managerial policies and decisions.
Serve as Access Administrator for campus business and financial systems.
Budget, Financial Analysis, Planning & Reporting
Gathers, analyzes, prepares and summarizes recommendations for division management. This can require highly complex and advanced analysis techniques, along with a deep understanding of Chancellor's Office past performance and financial practices, in order to project in-year and future years' performance and resource allocation needs.
Develops and prepares budgets and financial reports for all general appropriations, endowments and other funds for reporting L4 units.
Tracks Division Commitments: Responsible for integrity of, and adjustments to, the division tracking process and the Permanent Budget, and assessment of how individual and aggregate commitments impact reserves.
Reviews Budget Improvement Plan performance/make recommendations on corrective actions. Analyzes budget and works with Directors to identify corrective actions regarding budget variances.
Takes lead and follows-up with Campus Budget Office and/or other units on funding/expenditure issues/commitments.
Drives and delivers division quarterly budget reports, variance reporting, and recommends productivity metrics.
Reviews Cal Performance & BAM/PFA quarterly budget reports, variance, reporting, and productivity metrics. Liaison with IA regarding budget process as appropriate.
Ensures Division meets all external agencies or entities (include UCOP) reporting and compliance requirements for related financial and budget activities.
Manage position control approvals process (FTE and funding) that aligns with the Division annual budget plan.
Manages, through subordinates, the coordination of accounting, purchasing, IT, events, and facilities activities of reporting departments with responsibility for results in terms of costs and business operations.
Supervises 3 FTE which includes: Business Services Accounting and Controls , Facilities, and University House Staff. Sets expectations & goals, monitors.
Operations & Facilities
Manage and oversees CIO physical resources and provide guidance as appropriate to professional staff on CIO office moves.
Oversight of equipment inventory of the Chancellor Office and of University House.
Manage the implementation of effective controls of equipment and space inventory, including preparation of offices for new staff and space planning.
Work closely with the Facilities Coordinator for University House in requesting necessary building improvements and MOU's for University House and Cal Hall.
Initiates, designs and directs specific and broad-based analytical studies in response to campus or Division financial and operational issues, and advises and collaborates on system modifications/implementations.
Has broad knowledge of financial transactions and financial systems, as well as related policy, accounting, and regulatory compliance requirements.
Singular skill at translating complex finance and accounting principles to a non-finance audience.
Demonstrated experience fostering workplace equity and diversity.
Financial management with organizational growth experience and specific expertise in financial planning and analysis.
Big picture understanding of finance and a creative thinker around the possibilities for revenue enhancements.
Diplomatic; strong EQ; and service oriented. ability to multi-task effectively in a varied, high volume environment, sound judgment and decision-making, reasoning, ability to develop original ideas to solve problems, and effective verbal and written communication skills.
Must have strong skills using Microsoft Office and common desktop/web applications.
Bachelor's degree and/or equivalent experience/training (accounting, finance, or related discipline)
Five to eight years of progressive management experience in finance, accounting, and administration.
MBA or CPA and experience in higher education or non-profit management preferred.
Salary & Benefits
For information on the comprehensive benefits package offered by the University visit:
Please submit your cover letter and resume as a single attachment when applying.
Conviction History Background
This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.
Equal Employment Opportunity
The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see:
The University of California was chartered in 1868 and its flagship campus - envisioned as a "City of Learning" - was established at Berkeley, on San Francisco Bay. Today the world's premier public university and a wellspring of innovation, UC Berkeley occupies a 1,232 acre campus with a sylvan 178-acre central core. From this home its academic community makes key contributions to the economic and social well-being of the Bay Area, California, and the nation.