Position Classification Description

Position Class Code / Title: B8024 / Dir,Univ Budget Operations
Recruitment Tier: Tier 1
FLSA: Exempt
Grade: 17
HR Review/Approval:COMP

This is a description of a Staff Position Classification. It is not an announcement of a position opening. To view descriptions of current openings, please go to UNMJobs and Search Postings to view positions that are currently accepting applications.

The following statements are intended to describe, in broad terms, the general functions and responsibility levels characteristic of positions assigned to this classification. They should not be viewed as an exhaustive list of the specific duties and prerequisites applicable to individual positions that have been so classified.


Directs, plans and coordinates all aspects of the integrated budgetary operations for the University and its various campuses. Provides strategic direction and integrative leadership, in collaboration with the University's financial leadership team. Directs institutional standards of practice to ensure that all budgetary efforts effectively and efficiently support the University's overall mission, goals, and strategic direction. Provides functional direction and strategic coordination to the principle budget and planning officers of the various University components.

Duties and Responsibilities

  1. Provides direction and assistance to University operating components regarding budgeting policies and procedures, implementation of new practices, and efficient control and utilization of financial resources.
  2. Provides strategic leadership and direction in the development and management of the annual budget for the institution; directs and oversees institutional budgetary operations, processes, approvals, systems, trainings and improvements; ensures compliance with all State and Federal laws and relevant University policies and procedures.
  3. Directly participates with executive leadership in the establishment of short- and long-range institutional goals, objectives, policies, and operating procedures; oversees strategic project planning and tracking, as designated by the Executive Vice President.
  4. Leads, coordinates, and participates in the development of new programs and legislative initiatives; provides funding information, and prioritizes funding requests; may provide guidance and assistance in new funding proposal writing, as appropriate.
  5. Serves on University financial planning committees and participates in recommendations concerning changes to the University's budget and financial systems.
  6. Provides expert and strategic guidance and consultation to University constituents, including faculty and staff in the understanding of financial information and in developing budget and cost control strategies.
  7. Prepares and/or oversees the preparation of specialized financial reports and analyses for the Board of Regents, the State, and/or other governmental and executive entities.
  8. Leads and oversees designated professional and support staff, to include hiring, work allocation, training, and performance evaluation.
  9. May interact with State and Federal Government agencies as appropriate in the development and administration of projects and programs as well as for Congressional and State Legislature issues.
  10. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • Bachelor's degree in Accounting, or in a related field including at least 15 credit hours of Accounting; at least 7 years of experience directly related to the duties and responsibilities specified.
  • Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

  • Organizing and coordinating skills.
  • Knowledge of computerized information systems used in financial and/or accounting applications.
  • Ability to investigate and analyze information and draw conclusions.
  • Ability to supervise and train employees, to include organizing, prioritizing, and scheduling work assignments.
  • Ability to make administrative and procedural decisions.
  • Ability to develop, plan, and implement short- and long-range goals.
  • Employee development and performance management skills.
  • Advanced knowledge of public sector financial, accounting, and budgeting principles and procedures.
  • Ability to execute and integrate complex financial analyses and prepare comprehensive capital/operating budget summaries and projections.
  • Advanced financial analysis and mathematical skills.
  • Knowledge of HED financial reporting standards and of State of New Mexico financial reporting laws, regulations, and procedures.
  • Knowledge of higher education fund accounting principles and procedures.
  • Ability to design and develop complex financial models.
  • Ability to provide excellent customer service.
  • Ability to solve complex problems.
  • Demonstrated operational and technical knowledge of Enterprise Resource Planning systems, such as SCT Banner.
  • Ability to communicate effectively both orally and in writing.

Conditions of Employment

  • Employees in this job title are subject to the terms and conditions of an employment contract. Employment contracts are typically subject to review and renewal on an annual basis.
  • Employees who provide services or work in patient care or clinical areas are required to be in compliance with the University's influenza vaccination requirement.

Working Conditions and Physical Effort

  • No or very limited exposure to physical risk.
  • Work is normally performed in a typical interior/office work environment.
  • No or very limited physical effort required.

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 09/23/2020