Manager, Budgeting & Forecasting

The Compensation Range is the span between the minimum and maximum base salary for a position. The midpoint of the range is approximately halfway between the minimum and the maximum and represents an employee that possesses full job knowledge qualifications and experience for the the normal course employees will be hired transferred or promoted between the minimum and midpoint of the salary range for a job.

Note: Applications will be accepted until 11:59 PM on the Posting End Date.

Job End Date

At UBC we believe that attracting and sustaining a diverse workforce is key to the successful pursuit of excellence in research innovation and learning for all faculty staff and students. Our commitment to employment equity helps achieve inclusion and fairness brings rich diversity to UBC as a workplace and creates the necessary conditions for a rewarding career.

Job Summary
The Manager Budgeting & Forecasting leads development of UBCs annual institutional budget and quarterly forecasts overseeing the planning calendar submission guidelines and the quality of faculty and VP portfolio inputs. The role ensures that decentralized budgeting activities are aligned with institutional priorities funding principles and financial sustainability goals.

Working as the central lead for planning cycles the Manager is responsible for central and non-operating fund budgets consolidates planning data validates financial inputs and supports executive and Board reporting. The position collaborates closely with FP&A partners and planning system leads to maintain consistent standards strengthen integration across units and improve the maturity transparency and repeatability of UBCs planning processes.

Organizational Status
This position reports to the Senior Director Budget & Financial Planning (FP&A) and works closely with planning and financial leaders across VP portfolios and faculties including faculty finance officers and the Strategy & Decision Support (SDS) team in the Office of the Provost. The role also collaborates with the Manager Budget Systems & Integration and Financial BI teams to align data integrity and system workflows.

Work Performed

• Leads the development of the universitys quarterly Forecast and ensures highquality executive Board and Ministry reporting that informs institutional decisionmaking.
• Directs the development and delivery of the annual institutional Budget providing strategic guidance and enabling the team to produce a comprehensive Budget Report and executive/Board presentations.
• Accountable for forecasting and budgeting across Central and NonOperating funds ensuring strong alignment with enterprise financial strategies in partnership with the Manager Funding & Allocations.
• Serves as a strategic advisor to faculties and administrative units offering highlevel guidance on budgeting methodologies funding frameworks financial planning principles and effective submission practices.
• Leads the institutional budget cycle and partners with the Senior Director to establish planning frameworks that promote consistent transparent and effective budget submissions across units
• Builds strong cross-functional partnerships with Finance Treasury IT Capital Financial Planning to align financial planning inputs promote consistent practices and integrate capital operational and long-range plans
• Acts as the primary point of escalation and strategic problemsolver for complex or sensitive financial planning issues emerging across faculties and administrative units.
• Ensures unit submissions planning recommendations and related decisions align with institutional financial policies the budget model governance expectations strategic priorities financial sustainability frameworks and long-term goals
• Drives integration between capital and operational planning cycles enabling cohesive institutional planning and transparent financial decision pathways.
• Identifies key financial trends risks and opportunities across submission data transforming analytical insights into strategic guidance for senior leadership.
• Works closely with Budget and Forecast stakeholders to ensure consistent data standards aligned messaging and a unified institutional planning approach.
• Leads continuous improvement of planning systems and processes to enhance efficiency automation transparency and consistency across central and faculty-level planning
• Leads and elevates training communication and knowledgesharing activities to strengthen planning capability across decentralized units and enhance institutional readiness.
• Leads consolidation activities and executive reporting preparation enabling the Senior Director to meet VPFO Executive and Board Finance Committee timelines and expectations.
• Oversees validation of financial inputs for all forecast cycles ensuring highquality data for institutional reporting and scenario analysis.
• Ensures compliance with internal standards and external reporting requirements safeguarding the integrity accuracy and reliability of institutional financial information.
• Acts as a liaison for decentralized units translating complex financial information into actionable insights for leaders across diverse operational contexts.
• Serves as a functional leader for enterprise planning systems ensuring technology platforms are optimized to deliver actionable reliable information across the university.
• Enhances the development and stewardship of university-wide financial management standards policies and procedures supporting institutional governance and accountability.
• Other duties as assigned.
  

Consequence of Error/Judgement
Decisions made by this position have significant impact on UBCs financial planning processes and the effectiveness of faculty-level engagement. Errors in analysis coordination or escalation may result in financial inefficiencies resource misalignment or erosion of trust between central and faculty stakeholders.

Supervision Received
Reports to the Senior Director Budget & Financial Planning (FP&A). Works within broad mandates; work is reviewed in terms of achievement of strategic goals. Exercises professional judgment on institutional and faculty planning matters.

Supervision Given
Manages a team of professionals.

Minimum Qualifications
Undergraduate degree in a relevant discipline. Completion of the CPA accounting program (CA CGA or CMA). Minimum of nine years of related experience or the equivalent combination of education and experience.

- Willingness to respect diverse perspectives including perspectives in conflict with ones own

- Demonstrates a commitment to enhancing ones own awareness knowledge and skills related to equity diversity and inclusion

Preferred Qualifications

• Undergraduate degree in business finance accounting or a related field is critical to the position.
• Experience in financial planning budgeting or corporate finance including demonstrated leadership responsibility in public sector or post-secondary institution is highly important to the role.
• Significant experience leading and coordinating enterprise-wide annual operating and capital budgeting processes including establishing budget frameworks timelines templates assumptions and governance standards will be essential.
• Advanced training in financial modeling analytics or enterprise planning is considered an asset.
• Proven experience consolidating financial plans across multiple business units divisions or cost centres ensuring alignment with corporate strategy while maintaining consistency accuracy and financial integrity.
• Demonstrated ability to partner with senior academic and finance leaders to translate strategic priorities service delivery plans and organizational drivers into structured financial plans and resource allocation models.
• Strong cross-functional partnership and stakeholder management skills with the ability to influence and guide senior leaders and budget owners without direct authority.
• Experience leading mentoring and developing finance staff fostering a culture of accountability continuous improvement and service orientation.
• Strong project management capability including oversight of timelines milestones risk mitigation strategies and change management initiatives related to financial planning processes.
• Highly analytical and systems-oriented thinker with the ability to synthesize large volumes of complex financial and operational data into clear actionable insights.
• Collaborative relationship-driven and resilient with the ability to operate effectively in high-pressure budget cycles and navigate ambiguity within a complex organizational structure.
• Detail-oriented and disciplined with a strong commitment to accuracy integrity and financial stewardship.