Senior Director, Budget & Financial Planning

Senior Director, Budget & Financial Planning

Location: San Antonio, TX
Regular/Temporary: Regular
Job ID: 14408
Full/Part Time: Full Time

Position Information

The University of Texas at San Antonio (UT San Antonio) is a nationally recognized, top-tier public research university that unites the power of higher education, biomedical discovery and healthcare within one visionary institution. As the third-largest research university in Texas and a Carnegie R1-designated institution, UT San Antonio is a model of access and excellence — advancing knowledge, social mobility and public health across South Texas and beyond. UT San Antonio serves approximately 42,000 students in 320 academic programs spanning science, engineering, medicine, health, liberal arts, AI, cybersecurity, business, education and more. With 17,000 faculty and staff, UT San Antonio has also been recognized as a Top Employer in Texas by Forbes Magazine. Learn more online , on UT San Antonio Today or on X , Instagram , Facebook , YouTube or LinkedIn .

Salary Range : $125,000 - $140,000 annualized, commensurate with education, experience, and qualifications.

Job Type : Full Time

Posting Close Date : Applications will be accepted through 11:59 PM CDT on the listed close date. At the discretion of the hiring department, this posting may close once a sufficient number of qualified applications have been received.

Required Application Materials :

Resume and Cover Letter are required

Job Details

Job Summary

The Senior Director leads the planning, development, and submission of the annual Operating Budget, the Legislative Appropriation Request (LAR), the IRM resource allocation model and other analysis and reporting, ensuring compliance with UT System and campus requirements. The Senior Director provides positive and strategic leadership for the Budget and Financial Planning Office, implementing best practices and delivering high quality financial insights to support decision-making. Responsibilities include directing budgeting, resource allocation modeling, forecasting, financial analysis and strategic financial planning.

Core Responsibilities

1. Leads day-to-day operations of the Budget and Financial Planning Office with an emphasis on responsive customer service, effective processes, and leveraging team strengths. Takes an active role in personnel activities including hiring, training, performance evaluation, and staff engagement. Monitors workload distribution and service levels to recommend resource adjustments and process improvements. Provides strategic oversight and lead a team in developing financial strategies aligned with university goals.
2. Ensures the accurate preparation and analysis of financial data for state agencies, UT System, and University administration. Oversight of various financial reports and datasets, maintaining a high standard of accuracy and clarity to support decision-making at multiple levels, including the following:
   1. Annual University Operating Budget
   2. Incentivized Resource Management (IRM) model
   3. Biennial Legislative Appropriation Request
   4. Long Range Financial Plan
   5. Requests for budget changes
   6. Tuition and Fee request
   7. Others as assigned
3. Oversees the IRM model, including timely forecasts and delivery of the final model, assist the AVP in leading governance committees, scenario building and recommendations to financial and academic leadership.
4. Collaborates with the Assistant Vice President to lead a campus-wide budgeting process that enhances transparency, aligns the institutional strategy, and provides opportunities from shared governance groups.
5. Oversees the development and analysis of financial models, allocations, forecasts, reports and other miscellaneous analyses to support strategic planning, resource allocation and decision-making.
6. Leads the Hyperion budget development process and contribute to the design, implementation and enhancement of reporting tools for the annual budget, position management, and strategic reporting.
7. Provides functional leadership for key university systems, including:
   1. PeopleSoft Commitment Control (FMS): Manage departmental budgets, transfers and adjustments
   2. PeopleSoft Commitment Accounting (HCM): Oversee position funding and management
   3. Hyperion Planning and Budgeting: Lead planning and budgeting processes
   4. Oversee staff development of expertise in other relevant system modules
8. Leverages available technology to streamline and automate work processes, promote continuous improvement, monitor service and quality and respond to ad hoc information requests.
9. Leads the development and maintenance of a content-rich budget website to improve the visibility and access to key budget data as well as procedural information for the campus community.
10. Coordinates with Associate Director of Budget Operations on delivering campus training programs and serve as a key resource to the campus community on budget planning, policies and procedures.
11. Advises executive leadership on financial matters and collaborate with budget officers of other institutions to share best practices and enhance partnerships. Develop strong collaborative relationships with campus business partners, such as academic affairs, strategic enrollment, research and athletics.
12. Performs other duties as assigned.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Public Administration, or a related field (required)
• Seven (7) years of progressive directly related experience in higher education to include accounting, finance and managing the central budgets of an institution/university of similar complexity and size to UT San Antonio.
• Four (4) years of management experience with proven results, demonstrating an ability to optimize staff performance and lead employees through change, and continuous business process improvements.
• Three (3) years of experience with an ERP system supporting budget, planning, accounting, or financial reporting functions.
• Fund accounting experience working in an environment with similar complexity to UT San Antonio.
• This position requires the ability to maintain the security and integrity of UT San Antonio and its infrastructure.

Preferred Qualifications

• Master's Degree in Finance, Accounting, or related business field.
• Certified Public Accountant.
• Eight (8) years of experience in budgeting, accounting, and strategic planning.
• Two (2) years of experience with Hyperion and PeopleSoft systems is preferred.
• Experience leading a hybrid or remote team.
• Demonstrated experience as a Director/Budget Officer at a public university.
• Experience with various issues unique to higher education, especially related to financial matters, e.g. tuition modeling, legislative impacts, interaction with legislative bodies and committees.

Knowledge, Skills, and Abilities

• Extensive knowledge of financial planning, budgeting, and accounting principles.
• Ability to apply budgetary and fiscal planning techniques within financial constraints.
• Excellent communication skills, both written and verbal, for preparing reports, presentations, and correspondence.
• Ability to lead, develop, and supervise a team of financial analysts, providing strategic oversight and direction.
• Ability to leverage technology to streamline processes and improve service delivery.
• Excellent time management and organizational skills in identifying and prioritizing work activities.
• Ability to develop and deliver succinct & meaningful budget presentations to university stakeholders.

Working Conditions

• Hybrid; Work from home 60%-80%; Regular in-person office work required with any travel expenses the responsibility of the employee.
• Workdays, areas, and work hours may vary based on the needs of the department.

Physical Demands

• Sedentary work; sitting most of the time. Jobs are sedentary, if walking and standing are required, only occasionally.

This position will work both on campus and remotely in Texas . Travel and parking expenses are the employee's responsibility.

This position is contingent upon a successful background check. Verification of a valid driver's license and Motor Vehicle Record (MVR) may be completed as applicable. Applicants selected must be able to show proof of eligibility to work in the United States by time of hire.

Equal Employment Opportunity

As an equal employment opportunity and affirmative action employer, it is the policy of The University of Texas at San Antonio to promote and ensure equal employment opportunity for all individuals regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability or genetic information, and veteran status. The University is committed to the Affirmative Action Program in compliance with all government requirements to ensure nondiscrimination.

To view the full job posting and apply for this position, go to