Job DescriptionReporting directly to the Associate Vice President, the Executive Director of Resource Planning and Management is the lead executive responsible for driving integrated strategic resource management that aligns with business objectives, program requirements and UC Agriculture and Natural Resources (UCANR) senior leadership needs to further its mission. Responsible for managing organization-wide functions, managers and key personnel in the areas of operating budget, financial analysis, management reporting, long-range capital planning, and related policy development.
Responsible for a fund portfolio similar to campus, including system-wide assessment funds (SAF), federal capacity funds, endowments, patent revenue, sales and service, recharge, crop income, contracts and grants, indirect cost recovery, gifts, short term investment pool, total return investment pool, conference fees, and other program income. UCANR currently has well over 1,000 operating budgets totaling $321.5M across 53 distinct units and a projected capital budget of $60M.
Key advisor to senior leadership, including at Office of the President, colleges, and schools, to establish budgetary and fiscal strategic plans and objectives supporting the Division's programs, including political ramifications, ensuring long term fiscal viability and accountability. Provides guidance to senior managers in development and implementation of fiscal plans for local units within the scope of the overall objectives of UCANR.
Makes decisions on budget related administrative or operational matters and ensures effective achievement of operational objectives, including determination of appropriate resource management within Federal, State, Local and UC regulations. Responsible for managing, preparing, administering, and directing the control of budget/organizational resources across the UC system, including four campuses. Interfaces and collaborates with the system-wide Budget Analysis and Planning Office, OP Budget & Finance Office, and campus budget offices to guide systemwide objectives and policy development and implementation, ensuring UCANR's best interests are preserved. Provides vision and overall guidance through subordinate managers and staff analysts. Reviews and approves recommendations for financial planning and control.
This position is a career appointment that is 100% fixed.
The home department is Resource Planning & Management. While this position normally is based in Oakland, CA, this position is eligible for hybrid flexible work arrangements for applicants living in the State of California at this time. Please note that hybrid flexible work arrangements are subject to change by the University.
Pay Scale: $155,900.00/year to $233,400.00/year
Job Posting Close Date: This job is open until filled. The first application review date will be 9/21/2026.
Key Responsibilities:25% Strategic Planning and Advising: Responsible for providing guidance to the Vice President and Associate Vice President - Finance and Capital Planning related to financial and budgetary issues. Typical issues are at the Federal, State and local county government levels. Requires in-depth understanding of UCANR goals and programmatic needs, and financial and political implications. The Executive Director must be proficient in political acumen.
Partner with other leaders to translate the Division's mission into strategic goals. Lead development and implementation of key financial strategies, as well as monitor progress and adapt to ensure Division goals are met. Key strategies will include designing and implementing a new revenue generation plan.
Serves as Division representative on system-wide groups and initiatives, including the System-wide Campus Budget Directors. Is the proxy for the Associate Vice President - Finance and Capital Planning in System-wide Vice Chancellors of Planning & Budget (VCPB) meetings.
Regularly interacts with Division Vice President, Associate Vice President - Administration, Associate Vice President - Programs, Vice Provosts, and other executives internal and external to the Division.
25% Budget and Resource Management Oversight: Leads, through subordinate managers and budget team, the planning, design, and implementation of organization-wide budget processes. Makes decisions on administrative or operational matters and ensures effective achievement of operational objectives.
Principle contact for escalated fiscal matters with outside agencies. Typical interactions involve controversial and political situations, partner negotiations, and influencing and persuading other senior level managers and executives. This requires advanced negotiation skills and acute political acumen.
Conveys budgetary and fiscal management of the Division's resources through all levels within and outside the organization, from individual units up through the Office of the President and Regents, and external stakeholders.
20% Financial Planning, Analysis and Reporting: Develops and maintains a predictive forecasting financial model that summarizes the Division's revenue and expenses to calculate the impact of future events and decisions. The financial model should independently account for a variety of internal and external factors that impact different revenue streams, as well as future cost pressures.
Monitors division-wide and department adherence to approved budget. Is accountable for the complex range of division-wide resources; decisions will have a widespread impact on the overall success of organizational operations and fiscal viability, as well as future funding.
Manages financial planning and analysis activities through several unit managers within the organization, maintaining overall responsibility for planning, budgeting, implementing, and maintaining costs and methods.
Provides direction and expertise to financial analysis department, projects, and work assignments.
20% Long-Range Capital Planning and Financing: Oversees master capital plan through subordinate manager. Working jointly with the Director of Facilities Planning and Management, responsible for identifying and addressing the liability of deferred maintenance, capital renewal, and new facilities, in order to address safety risks, modern research needs, and outreach and education capacity. Designs and implements a division-wide capital program that uses advanced skills in finance, communication, and negotiation to identify and leverage available funding (e.g. state funding, donor gifts, external financing). Responsible for management reporting on projects to ensure they are on time, in scope, and within budget. Responsible for developing and executing long range integrated planning for capital funding, including State funding, commercial paper, bond financing, donor funds, and special programs such as energy efficiency and LEED certified new construction. Oversees the development and submission of Capital Financial Plan and Project Planning Guides to UCOP System-wide Capital Planning.
10% Office Management and Supervision: Supervises Associate Director (Financial Analyst Mgr 1), Financial Planning & Reporting Manager (Financial Analyst Mgr 1), Capital Planning & Budget Manager (Financial Analyst 5). Additionally, a dotted line to the Director of Facilities, Facilities Planning and Management (Davis Based).
Requirements: - Bachelor's degree in related field and a minimum of 10 years relevant experience and/or a combination of equivalent training and experience.
- Has expert knowledge of financial policies, practices and systems to manage a portfolio similar to campus, including system-wide assessment funds (SAF), federal capacity funds, endowments, patent revenue, sales and service, recharge, crop income, contracts and grants, indirect cost recovery, gifts, return investment, conference fees, and other program income.
- Must have ability to communicate, both verbally and in writing, complex findings and recommendations in a clear and concise manner on fiscal matters with internal and outside agencies, and to effectively represent UCANR Business Operations on system-wide groups and initiatives, including the System-wide Campus Budget Directors.
- Demonstrated in-depth interpersonal skills and ability to work effectively across the organization at all levels with the proven ability to navigate typical interactions that involve controversial and political situations, partner negotiations, and influencing and persuading other senior level managers and executives.
- Expert knowledge of financial policies, practices and systems, budgeting and reporting techniques, human resource planning, accounting, and bookkeeping to manage, prepare, administer, and direct the control of budget/organizational resources across the UC system, including four campuses.
- Demonstrated client services orientation with in-depth abilities in collaboration, facilitation, and strategic and creative thinking.
- In-depth decision-making ability, even when unpopular, earning credibility and support from clients and colleagues.
- Proven ability to multi-task with demanding timeframes to manage chronically high activity and handle a large volume of Resource Planning & Management issues and ad hoc projects requiring timely handling and assistance.
- Effectively delegate work to maximize efficiencies. Provide clear expectations and mentor support staff to meet expected levels of productivity and accuracy.
Preferred Skills: - MBA in related field or CPA license is preferred
Special Conditions of Employment: - Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
