Director of Budget and Planning

Position Summary

Yeshiva University seeks a strategic, collaborative, and analytically driven Director of Budget and Planning to lead the University's budgeting, financial planning, forecasting, and management reporting functions. Reporting to the Vice President for Finance & Administration and Chief Financial Officer, this is a key member of the University's finance leadership team and plays a critical role in supporting institutional decision-making, resource allocation, including position control, and long-range financial sustainability.

The director oversees the development and administration of the University's consolidated operating and capital budgets, financial forecasting processes, budget policies and controls, and management reporting. This position partners closely with senior leadership, academic and administrative units, and affiliate entities to provide financial guidance, strategic analysis, and operational support that advance the University's mission and strategic priorities.

Position Responsibilities

• Annual budget development:
• Responsible for developing and compiling the annual operating budget.
• Working with the Office of the Provost, Enrollment Services, and the Deans' Offices, develops enrollment projections and the related revenue forecasts.
• Prepares special analyses and reports to support the budget process, along with budget schedules, narratives, and other presentation materials, and supports all University budget constituencies.
• Financial systems and reporting:
• Oversees financial systems operations; designs, implements, and maintains the budget databases used for budget development, forecasting, and reporting.
• Develops budget reports and forecasts using the budget database and specialized query tools.
• Oversees Banner Finance system interfaces, including Banner HR/Position Control.
• Position control:
• Supervises budget operations in maintaining the systems, databases, policies, and procedures that provide budgetary control over the University's personnel budgets.
• This includes maintaining labor distribution assignments, processing budget transfers for all personnel appointment and change requests, analyzing and correcting suspense account entries, reconciling subsidiary systems to the general ledger, and preparing reports and analyses on personnel costs and savings.
• Forecasting and analysis:
• Oversees development of revenue and expense forecasts and monitors performance.
• Oversees budget and actual adjustments to address potential and actual overages, and works closely with budget center managers to maintain budgetary control.
• Specific responsibilities include:
• Developing monthly revenue and expense projections
• Monitoring, analyzing, and reporting on variances between actual results and budget
• Preparing periodic management discussion and analysis (MD&A)
• Developing fringe benefit rates
• Developing the University's intramural overhead allocation methodologies
• Identifying cost-saving opportunities
• Preparing fiscal impact analyses of program and departmental initiatives
• Financial administration:
• Develops and maintains budget and business process policies, internal budgetary controls, and reporting mechanisms.
• Communications and training:
• Maintains ongoing communication with budget center managers on actual results of operations, projections of annual results, variances from budget, new or discontinued activities, and other financial concerns.

Experience & Education Background

Required

• Bachelor's degree
• Seven to ten years of relevant accounting, financial, budget, and/or systems experience
• Excellent accounting, analytical, organizational, and communication skills
• Ability to work effectively in a fast-paced environment

Preferred

• CPA or MBA
• Higher education or nonprofit accounting experience
• Experience with Banner Finance and HR/Position Control

Skills & Competencies

• Strong skills in financial accounting systems and applications such as Excel, Word, and AI tools
• Proficiency in business practices relevant to higher education
• Ability to work as part of a team, communicate well on all work issues, and use good judgment in prioritizing assignments
• Good judgment in handling confidential personnel and other financial information
• High standards of quality, accuracy, efficiency, and timeliness in all work performed

Salary Range

$200,000- $220,000

About Us

Yeshiva University is dedicated to academic excellence, intellectual exploration, and the advancement of timeless values that shape and impact lives. With a rich tradition rooted in Jewish thought and heritage, YU fosters a dynamic learning environment across its undergraduate, graduate, and professional schools. Our mission is to cultivate the next generation of leaders who will contribute meaningfully to society, guided by a commitment to ethics, innovation, and service. Our community extends far beyond the classroom, encompassing thousands of students, faculty, staff, and more than 70,000 alumni and supporters worldwide, all working together to build a brighter future.

As a Yeshiva University employee, you will be part of a welcoming, diverse, and intellectually engaging community that values collaboration, excellence, and professional growth. We offer a supportive and stimulating workplace with tangible employee benefits, opportunities for advancement, and a strong sense of purpose. Beyond professional development, YU is committed to ensuring a high quality of life for its employees, offering a work environment that prioritizes well-being, work-life balance, and a culture of mutual respect. Every role at YU contributes to our broader mission of education, research, and societal impact, ensuring that all members of our community—students, faculty, staff, alumni, and friends—are inspired to make a difference. We invite you to bring your talent and passion to YU and join us in shaping the future.

Equal Employment Opportunity

Yeshiva University is an equal opportunity employer committed to providing employment opportunities to all employees and candidates without regard to race, color, age, sex, national origin, disability status, or any other characteristic protected by federal, state, or local laws.