University Budget Director


The University Budget Director directs and oversees the compilation and preparation of the University’s annual operating budget submissions.  Participates in short and long-range fiscal planning and goal setting for the University, and strategic planning projects with University-wide implications.  Directs the design, implementation, and support of budget management and reporting systems, and related policies and processes used to formulate the University-wide annual operating budget.  Oversees the budget preparation activities of cost center budget managers across the University during the annual budget cycle.  The Budget Director reports directly to the Vice President for Finance and Administrative Services, serving as the chief budgetary advisor on policies, procedures, regulations and internal analysis.


  • Directs and oversees the compilation and preparation of the University’s annual operating budget submissions.  Identifies strengths and/or weaknesses in budget plan and course(s) of action to be considered to resolve issues. 

  • Summarizes results for presentation to senior University administrators.   Works directly with the senior business officers of school, auxiliary, and administrative units in preparation of the annual operating budget.  Maintains close, supportive working relationships with the University’s deans, associate deans, senior business officers and central administrative offices.

  • Identifies budget trends and implications of those trends on University operations such as tuition and fees, student enrollment, collective bargaining, capital planning, operating costs, and other quantitative measures.   

  • Provides budget recommendations to respond to a wide range of issues.  Develops, formulates, and recommends solutions to address complex issues and concerns that may arise in the area of resources allocations and policies.  Resolves problems and questions referred by school, auxiliary and administrative unit managers.   

  • Participates in developing, implementing, documenting, and communicating financial and budgetary policies and procedures with University-wide application and ensures compliance with policies and procedures.

  • Provides leadership and oversight for the design, implementation, and support of the budget management and reporting systems, budget materials, instructional documents, and support information necessary to formulate the University-wide annual operating budget. 

  • Prepares monthly analyses for use by the CFO and other campus administrators when making academic planning, budget and other decisions.  Identifies relevant and usable data sources, selecting appropriate methods of data collection and data analysis, and reporting of conclusions, implications, and recommendations. Maintains a variety of manual and electronic fiscal information with a focus on analysis on short and long term budget plans with consideration of the overall strategic objectives of the University.

  • Maintains professional currency through active participation and leadership in associations and committees both internal and external to the University.  Represents the department on formal University committees.   

  • Works extensively with the University Controller to ensure an effective overall performance of the university’s financial operations.  Takes a lead role in the preparation of materials for Carlow’s Board of Trustees meetings, including attending and presenting at various Committees. 

Knowledge and Skills Required

Minimum Field of Expertise:

Requires a solid understanding of budget planning in a centralized environment.  Demonstrated skill in quantitative financial analysis and budgetary control, with a working knowledge of general accounting principles and practices, with an emphasis on fund accounting and University financial accounting.  Advanced analytical, evaluative objective critical thinking and problem-solving skills required.  Ability to prepare detailed financial and budgetary analyses and reports.  Demonstrated interpersonal skills and ability to deal credibly and effectively with senior leadership. Prior experience as a Sr. Budget or Financial Analyst is required.

Preferred Field of Expertise:

Exceptional knowledge of financial planning and budget management principles, and an excellent understanding of generally accepted accounting principles.  Prior experience as a Budget Director or Assistant Budget Director. Proficiency with Microsoft Office Software, specifically Excel (with the ability to design and maintain extensive spreadsheet databases).  Proficiency with Ellucian Colleague Finance.  Possess exceptional strategic and analytical capabilities.   



  • Minimum Education:    Master’s Degree in Business, Finance, or Accounting

  • Minimum Experience:  7 years

Carlow University employees commit themselves to the highest standards of ethical conduct.  They commit to act with integrity, treat others with respect and dignity, carefully steward the University's resources, avoid conflicts of interest or commitment, maintain confidentiality, and to comply with legal and professional obligations.

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Carlow University is an Equal Opportunity/Affirmative Action Employer. We strive for a campus that reflects our urban setting and is inclusive of underrepresented groups to enhance our University community. 

Full/Part/FT&PT: Full-time - exempt
Department: Finance and Administration
Contact Name/Title: Search Committee
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