Director of Budget Data & Reporting

BUS INTEL SPEC 5 (005707)

UCPath Position ID: TBD_940874

Position Description History/Status

Approved Date:

2/6/2026 4:31:30 PM

Date Last Edited:

2/6/2026 4:31:27 PM

Last Action Effective Date:

Organization Details

Business Unit (Location):

LACMP

Organization Code:

6400O

Organization:

VICE CHANCELLOR/CHIEF FINANCIAL OFFICER

Division Code:

6410D

Division:

ACAD PLNG & BUDGET DIV

Department:

381500 - ACADEMIC PLANNING & BUDGET

Position Details

UCPath Position Number:

TBD_940874

Position Description ID

251342

UC Payroll Title:

BUS INTEL SPEC 5 (005707)

Personnel Program

Management and Senior Professional (MSP)

Salary Grade:

Grade 26

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

99: Non-Represented (PPSM)

Employee Relations Code:

A: Manager - Not Confidential

Employee Class (Appt Type):

2 - Staff: Career

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

40055739

Reports to Payroll Title:

ADMIN MGR 4

UCPath Department Head Position Number:

40055739

Department Head Payroll Title:

ADMIN MGR 4

GENERAL DIRECTION - Indicates that the incumbent receives guidance in terms of broad goals and overall objectives and is responsible for establishing the methods to attain them. Generally the incumbent is in charge of an area of work, and typically formulates policy for this area but does not necessarily have final authority for approving policy.

POSITION SUMMARY

This position resides within the Vice Chancellor and Chief Financial Officer (VCCFO) organization and provides advanced campus-wide financial analysis, management of the campus budget data along with associated budget office tools, and oversight of campus reporting development and management. The role is split between two primary functions:

• Campus Budget Office Support: Deliver analytical support to the Associate Vice Chancellor (AVC) and Directors within the Campus Budget Office. Responsibilities include providing data analysis, interpretation, and insights to inform strategic decision-making; supporting reporting needs; and overseeing the design and strategic alignment of systems used by the campus budget office.

• Financial Data & Reporting Support: Lead the design and development of financial reports, train team members on various reporting tools, develop guidelines and training materials, validate reports, and collaborate with campus stakeholders to gather requirements and deliver accurate, actionable reporting.

The Campus Budget Office advises the VCCFO and Executive Vice Provost regarding campus budgetary planning issues and allocation of campus resources, including issues involving students, faculty, staff, space, and university finances. The office also manages the key campus planning processes and data sets that support these decisions, and performs a central role in UCLA's systems of internal control and accountability.

The Financial Systems, Security and Reporting unit advises the VCCFO on finance and budget systems, reporting and security. The office oversees and manages the business processes, data, applications, security and reporting for the University’s financial, budget, payroll and student financial systems.

Campus Budget Office Analytical and Systems Support

 • Provide direct analytical support to the AVC on strategic initiatives and projects.

 • Support Directors and teams with data analysis, interpretation along with insights to inform strategic decision-making.

 • Collaborating directly with APB AVC and APB Directors, oversee and lead the design and strategic oversight of key budget systems used by the APB office. This includes the campus Oracle budget and planning system “CBIG” (includes budget input, workforce planning, and revenue cubes), Tableau, Transfer of Funds system, Position Allocation System and the campus Commitment System. 

 • Ensure alignment of budget systems with budget office analytical and operational needs.  Translate the team’s new ideas into system features and tools that support campus-wide financial planning and reporting.

 • Ensure integrity of data within various budget systems.

 • Focus on strategic and functional design of systems (not technical maintenance).

50%

Financial Systems & Reporting Support

 • Lead design and development of financial reports that include campus appropriations and budget information.

 • Provide input on actuals and payroll reporting.

 • Train team members on Cognos, Tableau, and CBIG for report development.

 • Create guidelines and training materials for report development and data utilization.

 • Review and validate reports developed by the team for accuracy and compliance.

 • Meet with campus stakeholders to determine reporting needs, gather requirements, and develop solutions.

 • Collaborate with DTS to create Cognos models for reporting.

 • Analyze data sources, refine data sets, and resolve data integrity issues.

 • Develop standard budget reports for campus and central management.

 • Conduct ad hoc analysis and reporting for APB and CFO as requested.

50%

•

Performs other duties as assigned.

•

Complies with all policies and standards.

•

Complies with the University of California, Los Angeles (UCLA) Principles of Community.

•

This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization.

QUALIFICATIONS

Bachelor's Degree

in Finance, Accounting, Business Administration, Economics, or equivalent combination of education and experience.

Required

Minimum of 10 years

of experience in financial analysis, accounting, and reporting within a complex organization (higher education experience preferred).

Required

Ability to conduct complex financial analyses, interpret data trends, and develop actionable insights.

Required

Strong written and verbal communication skills for presenting financial information to diverse stakeholders, including senior leadership and cross-functional teams.

Required

Proven ability of collaboration and interpersonal skills to work effectively with departments and individuals across the campus.

Required

Ability to lead projects and deliverables, manage multiple priorities, meet deadlines, and maintain attention to detail in a fast-paced environment.

Required

Advanced proficiency in Excel, data modeling skills, and financial systems (e.g., Oracle, PeopleSoft, or similar ERP platforms) with extensive experience using budgeting and reporting tools.

Required

Expertise in ERP data in order to support the creation, implementation, improvement and maintenance of budget and finance reporting within ERP systems.

Required

Ability to translate strategic and functional requirements into system features and tools that support campus-wide financial planning and reporting.

Required

Strong skills utilizing data analytic and reporting tools such as Cognos, Tableau, BI Publisher.

Required

SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.

Live Scan Background Check: A Live Scan background check must be completed prior to the start of employment.

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Campus

Location:

APB Office and Wilshire Center

Standing/Walking

X

Sitting

X

X

Bending/Stooping

X

Squatting/Kneeling

X

Climbing

X

Lifting/Carrying/Push/Pull 0-25 lbs

X

X

Lifting/Carrying/Push/Pull 26-50 lbs

X

Lifting/Carrying/Push/Pull over 50 lbs

X

Physical requirements other

X

Chemicals, dust, gases, or fumes

X

Loud noise levels

X

Marked changes in humidity or temperature

X

Microwave/Radiation

X

Operating motor vehicles and/or equipment

X

Exposures other

X

Sustained attention and concentration

X

X

Complex problem solving/reasoning

X

X

Ability to organize & prioritize

X

X

Communication skills

X

X

Numerical skills

X

X

Mental demands other

X

X

Classification 3:  Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution.