Executive Director of Financial Strategy, Analytics & Systems

Executive Director of Financial Strategy, Analytics & Systems Position Category: Staff (Exempt) – FLSA: Exempt – FTE: 1 – Location: Thousand Oaks Under the direction of the Vice President for Administration and Finance, the Executive Director of Financial Strategy, Analytics & Systems leads the university’s financial planning, budgeting, forecasting, and analytics functions. The role develops annual and multi‑year budgets, financial forecasts, and long‑range planning models, and provides analysis and recommendations to support resource allocation and institutional priorities. It also oversees the implementation and optimization of the university’s enterprise financial planning platform (Adaptive Planning) and ensures effective integration of data across systems to support decision‑making by the Cabinet, Board of Regents, and university leadership. Representative Duties Budget and Financial Planning Leads the development, implementation, and monitoring of the university’s annual operating and capital budgets. Oversees institutional forecasting, financial modeling, and multi‑year budget planning. Monitors budget performance and analyzes financial results, trends, risks, and opportunities. Develops financial projections and scenario analyses to support planning and decision‑making. Provides budget guidance and support to university leaders and budget managers. Evaluates the financial impact of proposed initiatives, programs, organizational changes, and resource requests. Supports the Vice President for Finance & Administration in budget development and control, financial planning, and resource allocation activities. Analytics and Decision Support Leads the development and delivery of financial, operational, and management reporting. Develops dashboards, key performance indicators, and analytical tools that support decision‑making. Conducts complex financial and operational analyses to support institutional planning and performance improvement. Identifies trends and develops analyses to support strategic and operational initiatives. Collaborates with university leaders to develop reporting solutions and analytical resources that support organizational effectiveness. Business Systems Administration Provides leadership for the administration, governance, and continuous improvement of administrative business systems, including ERP, budgeting, financial reporting, workflow, and related applications. Partners with Information Technology Services and functional leaders to identify system enhancements, integrations, reporting improvements, and process efficiencies. Oversees business process analysis and improvement initiatives related to financial and administrative operations. Supports ERP implementations, upgrades, testing, training, and related projects. Promotes data integrity, reporting consistency, and effective business process management. Develops and maintains procedures and documentation related to business systems and reporting processes. Institutional Planning and Resource Management Supports university planning initiatives through financial analysis, forecasting, and resource planning. Collaborates with Academic Affairs, Enrollment Management, University Advancement, Human Resources, Information Technology Services, and other administrative units to assess resource requirements and operational impacts. Assists in evaluating operational effectiveness and identifying opportunities to improve efficiency and service delivery. Participates in committees, task forces, and planning groups as assigned. Leadership and Administration Provides leadership, supervision, coaching, and professional development for assigned staff. Establishes goals, priorities, and performance expectations for assigned areas of responsibility. Develops collaborative relationships across the university and promotes a high level of customer service. Represents the division on committees and working groups as assigned. Supports internal and external audits and ensures compliance with university policies and applicable regulations. Performs other duties as assigned. Knowledge Of Principles and practices of accounting, financial planning, forecasting, and financial management. Financial analysis, modeling, performance measurement, and institutional resource planning. Business intelligence, data analytics, dashboard development, and management reporting. Administrative business systems, enterprise resource planning (ERP) systems, reporting tools, and workflow technologies. Business process improvement, process mapping, and operational effectiveness methodologies. Internal controls, risk management principles, and financial compliance requirements. Higher education finance, budgeting, and administrative operations. Strategic planning and organizational effectiveness principles. Project management principles and change management practices. Applicable federal, state, and local laws, regulations, and reporting requirements affecting higher education business operations. Ability To Develop and administer complex budgets, financial forecasts, and multi‑year financial plans. Analyze, interpret, and communicate complex financial, operational, and analytical information to diverse audiences. Develop financial models, scenario analyses, and data‑driven recommendations to support decision‑making. Lead the implementation, optimization, and governance of administrative business systems and reporting solutions. Identify opportunities for process improvement and operational efficiencies and implement effective solutions. Manage multiple priorities, projects, and deadlines in a dynamic environment. Collaborate effectively with executive leadership, administrators, faculty, staff, and external stakeholders. Lead, motivate, develop, and evaluate professional staff. Exercise sound judgment, maintain confidentiality, and handle sensitive matters with discretion. Communicate effectively both orally and in writing, including the preparation and presentation of reports, analyses, and recommendations. Build collaborative relationships and foster a culture of customer service, accountability, and continuous improvement. Adapt to changing organizational priorities and lead change initiatives effectively. Minimum Qualifications Any combination equivalent to: Master’s degree in Business Administration, Finance, Accounting, Higher Education Administration, Information Systems, Data Analytics, or a related field; and ten years of progressively responsible experience in budgeting, financial planning, analytics, finance, accounting, institutional planning, business operations, or business systems administration; and five years of supervisory or management experience. Preferred Qualifications Experience in higher education administration. Experience leading institutional budgeting and financial planning processes. Experience with ERP systems, business intelligence platforms, enterprise reporting tools, and financial systems. Experience leading business process improvement, system implementation, or organizational change initiatives. CPA, CMA, MBA, CFA, or other relevant professional credential. Licenses and Other Requirements None Physical Abilities Dynamic office environment with multiple priorities, competing deadlines, frequent interaction with faculty, staff, administrators, and external stakeholders. Occasional evening and weekend work may be required. Working Environment Detect to understand appropriate written correspondence; operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer; communicate to exchange information in person, in writing, on the telephone and by email; stationary position for extended periods of time; move or transport light objects; position self to store and/or retrieve files. Hiring Range $150,000–$165,000 Equal Employment Opportunity Statement California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University policies, procedures, and processes. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. #J-18808-Ljbffr