"Associate Director of Budget and Planning"

Position Summary: The Director of Budget and Planning provides department leadership. Responsibilities will encompass strategic planning, analysis and budget management of Oregon Tech’s budgets, and preparing internal and external financial and budget related communications and reports. This position will manage the development of financial impact studies for the legislature and develop and recommend solutions involving budget and fiscal policy to executive staff, external government agencies, partner institutions, and the Board of Trustees.

Under the supervision of the Associate Vice President for Finance, the Director develops, implements, tracks, and reports on the annual and biennial University budgets. This position has broad functional and leadership responsibilities across the institution supporting the academic, administrative, and student affairs functions by coordinating the operating budgets of the University. This position will develop tools that support decision-making and analysis for budget authorities, deans, executive leadership and the Board of Trustees.

This requires high levels of critical-thinking and technical competence. Primary duties include developing analytical tools and frameworks; developing budget and operational analysis; recommending policy, procedure, budgets, and efforts to improve organizational effectiveness across all campus locations; tracking and forecasting revenues, commitments, and expenditures; managing and advising on cross functional projects and identifying potential improvements in the administration of the budget; and serving as primary liaison with HECC and OCOP regarding SSCM technical advising, fiscal impact requests, and Consolidated Funding Request preparation.

This role may be filled at one of the following levels depending on the education and experience of the candidate: Assistant Director, Associate Director, or Director.

Qualification Requirements:

• Bachelor’s or advanced degree in business administration, public administration, business management, accounting, or related field.
• Master’s degree in a relevant field may be substituted for up to one year of required experience.
• Four (4) years’ progressive advanced level experience in finance or budget development; planning & executing financial analysis such as analyzing financial information; forecasting program needs; monitoring revenue and expenditures; preparing recurring; ad hoc financial management reports; using and developing interactive financial modeling systems.
• Four (4) years’ experience in higher education institutions, hospital or other complex organizations which includes demonstrated effectiveness in budget modeling/budget development.
• Knowledge of and experience with distributed electronic financial management systems; and strong interpersonal, oral, and written communication skills.
• A demonstrated commitment to client service and continuous improvement.

Preferred Qualifications:

• Advanced degree in business administration, public administration, business management, accounting, or related field.
• Experience in university budget or planning office.
• Advanced user of Excel or Access.
• Experience with statistical modeling, including time series analysis and statistical forecasting.
• Experience with analytical analysis tools.
• Experience developing process & policy.

Departmental Information: The Budget and Planning Office (BPO) is committed to professionalism, integrity, and transparency, providing expert financial guidance while upholding the highest ethical standards. Our team fosters a culture of respect, fairness, and collaboration as we support Oregon Tech’s long-term financial health and sustainability. https://www.oit.edu/budget-office

Special Instructions to Applicants: The initial review of applications will begin September 24, 2025. Applications will continue to be accepted after the initial review date until a sufficient applicant pool has been achieved or the position is filled. Therefore, at the discretion of the University, materials received after the initial review date may not receive full consideration. To apply, please visit: https://jobs.oit.edu/postings/7103 Then, upload the following elements to your application: Required Documents Resume Cover Letter Professional References List Optional Documents Letter of Recommendation