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Assistant Director of Budget and Financial Planning

Requisition Number:



Boulder, Colorado





Employment Type:

University Staff



Posting Close Date:


Date Posted:


Job Summary

OIT’s budget and finance team encourages applications for an Assistant Director of Budget and Financial Planning! This role provides high-quality, specialized financial services which support the mission, vision, and strategy of the Office of Information Technology (OIT), Strategic Resources and Support, the CU Boulder campus, and the University as a whole. The Assistant Director leads and establishes strategic goals for that team.
The Assistant Director of Budget and Finance reports to and works closely with the Assistant Vice Chancellor for Finance, Planning, and IT Asset Management (AVC for FPAM) to align the organization’s finances with its operational goals, promote the efficient and effective use of financial resources, and lead the finance analyst team in achieving its objectives across a diverse set of fiscal responsibilities.
This position is responsible for a broad set of projects, functions, and processes in OIT including budget planning, financial reporting, rate-setting, and accounting functions. It also provides a high level of analytical support and input on strategy to the AVC on high-level and/or sophisticated issues of funding model design and resource allocation, both within OIT and across the campus and University. 

The University of Colorado Boulder is committed to building a culturally diverse community of faculty, staff, and students dedicated to contributing to an inclusive campus environment. We are an Equal Opportunity employer, including veterans and individuals with disabilities.

Who We Are

  • Office Information Technology will be valued by campus as a strategic, inclusive and innovative partner in advancing learning and discovery in order to enable CU Boulder to be a best-in-class public university.
  • Office Information Technology enables campus priorities by providing high-value IT services and solutions. 
  • Trust, as a foundation for how we engage with one another and with campus partners, along with 
  • Passionate curiosity in how to better support the campus and our partner’s while. 
  • Fostering empowerment and authentic engagement among ourselves and 
  • Celebrating inclusivity that promotes a sense of belonging while acknowledging that each person is unique and valued. 
  • Office Information Technology will advance learning and discovery by delivering high-value reliable IT services and solutions that:
    • Provide a fluid and adaptable academic and student experience. 
    • Enable research competitiveness and 
    • Deliver core infrastructure and enterprise IT services for business effectiveness.
Based on our departmental goals and our commitment to diversity and inclusive excellence, CIO Information Technology particularly welcomes applications from candidates whose knowledge, skills, and abilities, and desire to contribute to an inclusive campus environment, will help us achieve our vision of a diverse and inclusive community.

What Your Key Responsibilities Will Be

Management of OIT Budget and the Financial Planning and Analysis Team:
  • Manage a team of 3-4 professional staff consisting of principal and senior financial analysts responsible for budgeting, financial planning and analysis, and managerial reporting. This includes establishing annual strategic goals for that team to support the mission, vision and goals of OIT and the campus.
  • Provide strong leadership and clear direction to ensure the team produces understandable and relevant reports and analyses that support decision-making at the executive, service, and project levels while ensuring routine operational and transactional tasks are completed timely and accurately.
  • Provide coaching, mentorship, and guidance to staff to ensure that the team continuously develops skills and evolves processes to meet the financial reporting and analysis needs of OIT and the campus.
  • Analyze processes, workflows, and operations to enhance efficiency and outcomes. Make recommendations and implement interventions leading to improvements and/or the elimination of redundant or outdated processes or efforts.
  • Manage OIT's annual and mid-year general fund budget processes and lead principal and senior financial analysts in administering, developing, reviewing, monitoring, and allocating OIT’s general budget as well as OIT's auxiliary, gift, grant, and sponsored research funds.
  • Provide oversight to ensure the accuracy, timeliness, and compliance with all rate setting, revenue projection, expense forecasting, billing, sponsored project post-award, and other related activities.
  • Ensure OIT's operating and compensation budgets are reflected and recorded accurately in both the general ledger as well as the campus budget tool (Anaplan).
  • Partner with OIT’s human resources team to review OIT’s personnel actions decisions and ensure approved funding for positions is tracked, accurately reported and integrated into OIT’s budget planning process.
  • Cultivate a team culture centered on providing consistent, responsive, high-quality customer service with a focus on proactively anticipating and meeting changing needs.[MS1] (#_msocom_1).
  • Develop and provide training and guidance to OIT finance staff and customers.
  • Hold meetings with OIT Speedtype Managers no less than quarterly.
  • Serve as an informational resource for finance and accounting-related topics within OIT.
  • Build and maintain a solid understanding of the policy framework in which this position operates.
  • Provide expertise in interpreting budgeting and accounting standard processes, policies, regulations, and state statutes.
  • Play an active role in the development and implementation of financial and administrative processes, policies, and infrastructure to support efficient operations within the department and campus as necessary or requested.
  • Help plan and promote collaboration and cross-training activities between OIT’s finance, asset management, and procurement teams as well as other units within OIT.
Reporting and Analytical Support:
  • Provide analytic, data-informed decision-making services and support to members of OIT's Cabinet and other OIT staff, as requested, including but not limited to funding model design, service costing and benchmarking, resource allocation reports, trend-based and predictive financial analysis and forecasting, and long-term capital planning.
  • Maintain accurate and timely managerial financial reports on a monthly, quarterly, and annual basis showing the financial status of the whole department at the speedtype, org, and B-Node level on current and plant funds, as appropriate.
This includes:
  • Maintaining OIT's financial dashboards in Power BI as well as statements of current cash balances, revenue and expense positions, budget to actual reports, five-year reserve plans, funding sources, and financial commitments between OIT and other units, campuses, the System Office, and external partners.
  • Establishing the goals for and intentions behind OIT's managerial reports and assessing if such goals and intentions are being met and fulfilled (e.g. ensuring report audiences are advised by various reports and evaluating how well the reports support decision-making at all levels of the department).
  • Work in close consultation with various campus and University offices, particularly BFP and the CCO, to represent the needs and interests of OIT by establishing strong relationships and partnerships.
  • Participate on University-wide and campus committees, as advised by AVC for FPAM.
  • Collaborate and coordinate with other departments as needed to manage implementation of campus budget tool and to ensure compliance with new policies.
  • Support colleagues and act as an informational resource within OIT and the campus. Provide strategic and forward-thinking budgetary and financial guidance and high-level support to advance high-priority projects and initiatives.

What You Should Know

  • This position is in a hybrid work situation, working a mix of in-person and remote work each week.

What We Can Offer

  • Salary: $95,800 - $110,000.


The University of Colorado offers excellent benefits, including medical, dental, retirement, paid time off, tuition benefit and ECO Pass. The University of Colorado Boulder is one of the largest employers in Boulder County and offers an inspiring higher education environment. Learn more about the University of Colorado Boulder.

Be Statements

Be game-changing. Be professional. Be Boulder.

What We Require

  • A Bachelor’s Degree from an accredited institution in business administration, accounting, finance or a related field. A combination of education and/or related experience may substitute for the degree on a year for year basis.
  • Four (4+) or more years of dynamically responsible experience in each of the following areas:
    • Supervising and leading a team of finance, budget, or accounting staff
    • Budget management,
    • Complex financial planning and analysis,
    • Financial report development, AND
    • Presenting and communicating sophisticated financial information to a broad range of audiences.

What You Will Need

  • Strong analytical skills with excellent research practices and techniques.
  • Ability to prepare clear, concise, and accurate correspondence, reports, and other written materials including summarized financial reports with understandable visualizations that support decision-making.
  • Excellent presentation skills for educating internal and external partners on budget processes and principles with the ability to tailor messaging based on audience.
  • Diligent, able to perform under pressure and establish plans to meet timelines for self and others.
  • Track record of staying organized, maintaining clear priorities, and exercising sound independent judgment within areas of responsibility.
  • Ability to apply critical thinking skills in rendering solutions to various issues.
  • Able to collaborate effectively with diverse organizations of people with a demonstrated willingness and desire to listen and understand others.
  • Understanding and familiarity with federal, state, and local laws, regulations, and guidelines governing the budgetary, finance, and accounting activities at a state-funded public institution of higher education.
  • Expert-level experience with Microsoft Excel, ACCESS, Power BI, Powerpoint, and enterprise management software such as PeopleSoft.

What We Would Like You to Have

Experience with fiscal policy development and implementation. Preferred as well:
  • Using tools such as Power BI or Microsoft ACCESS. Experience with extracting data from CU’s CIW is.
  • Experience with querying data and developing managerial reports with visualizations from large datasets.
  • Experience using University of Colorado finance and reporting systems, including PeopleSoft, CU Data (Cognos), CU Marketplace, Anaplan, and Concur, or similar systems.
  • Demonstrated knowledge of university, state, and federal rules pertaining to financial and budgetary activities, including sponsored research.
  • Master’s degree in accounting, finance, business administration or a comparable field.
  • Experience in higher education, particularly at a research intensive institution.

Special Instructions

To apply, please submit the following materials: 
  1. A current resume. 
  2. A cover letter that specifically addresses how your background and experience align with the requirements, qualifications and responsibilities of the position.
 You will not be asked to upload references at this time.
Please apply by July 28, 2024 for consideration.
Note: Application materials will not be accepted via email. For consideration, applications must be submitted through CU Boulder Jobs.

In compliance with the Colorado Job Application Fairness Act, in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Posting Contact Information

Posting Contact Name: Boulder Campus Human Resources

Posting Contact Email: