Director of Budget and Reporting

Job Description

The Director of Budget and Reporting supports the Office of Finance by coordinating the University budget, recurring financial reporting, and related financial analysis under the direction and oversight of finance leadership. The Director works with cost center managers, academic and administrative leaders, and other University offices to gather information, maintain budget and reporting tools, analyze results, and prepare materials for review and decision-making.

The successful candidate will combine strong budgeting, reporting, and analytical skills with the ability to organize collaborative processes, communicate clearly, and translate financial information for a range of internal stakeholders.

Job Responsibilities:

Budget Development and Administration

•  Coordinate the annual budget development process under the direction of finance leadership, including timelines, templates, assumptions, and departmental submissions.

•  Work with cost center managers and University leaders to review, consolidate, and document operating budget requests and updates.

•  Maintain budget data, models, and reporting structures in Adaptive Planning and related systems, subject to leadership review and approval.

•  Coordinate budget amendments, transfers, and restricted fund requests, ensuring appropriate documentation, routing, and approvals in Workday.

•  Prepare budget guidance, templates, and training resources; respond to routine departmental budget questions.

•  Monitor budget-to-actual results, summarize significant variances, and elevate issues requiring leadership review.

•  Support fiscal year-end budget balancing and other budget administration activities as assigned.

Financial and Institutional Reporting

•  Coordinate recurring financial and management reporting, including budget-to-actual reports, variance analyses, and executive summaries.

•  Prepare draft finance materials for senior leadership and the Board of Trustees, including supporting schedules and trend analyses, for review and approval by finance leadership.

•  Maintain a reporting calendar and coordinate inputs from Finance and other University offices to support timely and accurate reporting.

•  Assist with audit support, annual financial statement schedules, Form 990 data collection, and related reconciliations as requested.

•  Develop recurring analyses of enrollment, tuition revenue, scholarship discounting, and other financial trends in coordination with the appropriate University offices.

Financial Analysis, Systems, and Data Support

•  Support finance leadership with tuition, enrollment, revenue, scholarship discounting, and other financial analyses, including supporting schedules and models.

•  Support the use of Workday Financials and Adaptive Planning for budgeting, reporting, and cost center analysis.

•  Develop, maintain, and improve standard financial reports, filters, dashboards, and related documentation in coordination with Finance and Information Technology.

•  Provide training and practical guidance to cost center managers on budget reporting and related financial processes.

•  Identify data or system issues affecting reporting and coordinate with the appropriate teams to resolve or document them.

Compliance and Departmental Support

•  Assist with fixed asset and capital expenditure reviews by identifying transactions that may require further review by finance leadership, or external auditors.

•  Support grant and other financial or regulatory reporting as assigned, in coordination with the responsible offices.

•  Follow University financial policies and internal controls and communicate identified concerns to finance leadership.

•  Provide financial analysis, research, and project support for the Office of Finance as assigned.

Skills and Qualifications:

•  Bachelor's degree in Accounting, Finance, Business Administration, or a closely related field required; master's degree in a related field and Certified Public Accountant (CPA) designation preferred.

•  Three to five years of progressive experience in budgeting, financial reporting, accounting, or financial analysis; higher education or nonprofit experience preferred.

•  Experience with Workday Financials and Adaptive Planning, or comparable financial and planning systems, preferred; experience building or modifying Workday reports is a plus.

•  Experience preparing management, executive, or board-level financial reports preferred.

•  Advanced Microsoft Excel proficiency, including formulas, pivot tables, data analysis, reconciliations, and financial model maintenance.

•  Strong analytical, organizational, written, and verbal communication skills, with close attention to accuracy, deadlines, and documentation.

•  Ability to explain financial information to non-financial audiences and coordinate cross-functional processes through completion.

•  Sound judgment, discretion, professionalism, and integrity when handling sensitive financial and institutional information.

•  Ability to work collaboratively within established review and approval structures and commitment to the mission and values of Campbellsville University.

Essential Duties:

•  Coordinate annual and recurring budget processes, maintain budget records and models, and monitor budget-to-actual performance.

•  Prepare accurate financial reports, analyses, reconciliations, schedules, and decision-support materials within established deadlines.

•  Use Workday Financials, Adaptive Planning, Microsoft Excel, and related systems to maintain and analyze financial information.

•  Communicate and collaborate effectively with cost center managers, University leaders, Finance personnel, Information Technology, auditors, and other stakeholders.

•  Exercise appropriate judgment and confidentiality when working with sensitive financial, personnel, and institutional information.

•  Maintain regular attendance and perform primarily office-based work, with occasional evening or weekend work during peak budget, audit, fiscal year-end, and Board preparation periods.

•  Perform the essential functions of the position with or without reasonable accommodations and complete other related duties as assigned.

Campbellsville University is a comprehensive, Christian institution that offers pre-professional, undergraduate and graduate programs. The university is dedicated to academic excellence solidly grounded in the liberal arts that fosters personal growth, integrity and professional preparation within a caring environment. The university prepares students as Christian servant-leaders for life-long learning, continued scholarship, and active participation in a diverse, global society. The individual employee is expected to conduct him or herself in a manner becoming an employee of a Christian institution, and the employee should uphold the highest standards of conduct in terms of honesty, truthfulness, respectful attitude, and conduct toward others. Each individual associated with Campbellsville University is to perform his or her daily responsibilities mindful of the intent of the institutional mission statement and core values. Employees must be able to perform the essential functions of the position with or without reasonable accommodations.