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California Institute of Integral Studies · 1 month ago

Senior Manager / Leader of Financial Planning, Budget & Strategy - California Institute of Integral Studies

San Francisco, CA

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $130K/yr

7+ years exp

California Institute of Integral Studies is an institution focusing on financial planning and analysis, seeking a Senior Manager to oversee these functions. The role involves strategic partnership with executive leadership, managing budgets, and delivering analyses to support decision-making across the university.

Higher Education

No H1B

Responsibilities

Lead the annual budget cycle and monthly/quarterly reforecasting; ensure alignment of unit plans with institutional goals

Gather, validate, and consolidate budgetary and resource requirements; prepare trended requirements and multi-year operating forecasts (sources/uses, contribution margin, headcount, and salary modeling)

Create, maintain, and publish KPIs, metrics, and benchmarks across entities, programs, and departments; develop dashboards for executive and Board reporting

Produce clear budget vs. actual variance analyses (monthly/quarterly/annual) with drivers, insights, and recommendations

Perform complex modeling and scenario analysis (tuition/revenue, enrollment sensitivity, program P&Ls, pricing, grants/gifts/endowments, user fees, and capital projects)

Exceptional analytical skills with demonstrated ability to interpret complex data, identify trends, and present insights through clear, well-designed charts, dashboards, and visual reports

Write business plans and financial cases for strategic initiatives; quantify ROI and risk; recommend allocation approaches

Provide concise executive briefings and "one-page" decision memos; facilitate tough, data grounded discussions

Serve as primary financial partner to budget managers: proactive outreach, office hours, and responsive support

Design and deliver training on forecasting, reports, and enterprise systems to strengthen financial literacy

Draft and socialize budget/financial policies, practices, and controls; advise on implications of proposed policies

Prepare accurate management reports for leadership and as needed for the Board of Trustees and committees

Create analytical studies and background materials on campus-wide resource topics and permanent budget management

Improve financial data flows and reporting processes; champion automation and integration between enterprise systems for centralized, reliable data

Define critical data elements, institute quality checks/audits, and maintain historical and consolidated datasets

Maintain compliance with policies and procedures

Maintain compliance with all state and federal laws and regulatory requirements

Engage in and with the CIIS Community events, programs, and other activities as available and appropriate (if remote, participate in virtual hosted activities)

Perform other duties as required

Qualification

Financial Planning & AnalysisBudgetingStrategic FinanceKPI DevelopmentAdvanced ExcelHigher Education SystemsTraining DesignCommunication SkillsOrganizational Skills

Required

Bachelor's degree in finance, accounting, economics, business, or related field (or equivalent experience)

7-10+ years of progressively responsible experience in financial planning & analysis, budgeting, and/or strategic finance (higher education or mission-driven nonprofit experience a plus)

Demonstrated experience leading organization-wide budget cycles and developing multi-year forecasts and KPIs

Alternate pathway: Candidates with 10+ years (or 15+ years without a bachelor's) of directly related experience in strategic planning/financial analysis/accounting will be considered