Senior Advisor for Capital Budget Planning

EXEC ADVISOR 4 (000554)

UCPath Position ID: TBD_189732

Position Description History/Status

Approved Date:

11/7/2025 5:37:33 PM

Date Last Edited:

11/7/2025 5:37:29 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_189732

Position Description ID

244534

UC Payroll Title:

EXEC ADVISOR 4 (000554)

Personnel Program

Management and Senior Professional (MSP)

Salary Grade:

Grade 27

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

The Senior Advisor for Capital Budget and Planning serves as a strategic financial resource for campus capital planning. This role is responsible for the development, coordination, and oversight of the campus capital budget and long-range capital planning efforts. This also includes the creation of strategic financial analysis and recommendations related to the capital budget. The position acts as a key liaison between Capital Programs, the Internal Bank, and the central budget office, ensuring timely and accurate communication of financial updates, strategic analysis, risks, and opportunities.

The Office of Academic Planning and Budget 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.

Capital Budget Development, Management and Strategy

 • Oversee the creation, development, forecasting, and maintenance of the campus capital and facilities budget, including quarterly reporting and database management.

 • Maintain and update the process that delineates project oversight responsibilities between Facilities Management and Capital Programs.

 • For capital projects, ensure compliance with institutional financial policies and procedures.

 • Collaborate with the Campus Controller to track project invoices and expenditures.

 • Provide financial guidance to departments on capital project spending and related budgetary matters.

40%

Strategic and Financial Analysis

 • Serve as the primary liaison between Capital Programs, the Internal Bank, and the central budget office to provide financial updates, risk assessments, and funding analyses.

 • Act as the initial reviewer for capital projects submitted to the Project Review Group, analyzing funding sources and departmental fund availability.

 • Work with Capital Programs and Facilities Management to understand forecasted spend, spending rates, and project costs.

 • Conduct multi-year financial analysis and prepare summaries for projects utilizing campus Internal Bank funding sources or other external financing sources.

40%

Special projects and initiatives

 • Serve as a member of the Project Review Group, contributing financial insights and recommendations.

 • Represent the Office of Academic Planning and Budget (APB) and the Vice Chancellor and Chief Financial Officer (VCCFO) on the Campus Space Committee.

 • Support ad hoc initiatives related to capital planning, internal financing, and space utilization strategy.

20%

•

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 related area and / or equivalent combination of education and experience / training

Required

And

Master's Degree

in finance, business administration, or closely related field and / or equivalent experience / training.

Required

8-10 years

of experience working with complex budgeting/financial environment or directly with the capital budgets within a large institution.

Preferred

In-depth understanding of capital budgeting, financial planning, and project accounting principles; Familiarity with internal financing mechanisms, including debt service and internal bank structures.

Required

Knowledge of institutional financial policies, compliance requirements, and regulatory frameworks (especially in higher education or public sector environments).

Required

Understanding of accounting principles, facilities management, capital project lifecycles, and space planning processes.

Required

Extensive analytical skills and the ability to conduct complex financial analyses, interpret data trends, and develop actionable insights.

Required

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

Required

Collaboration and interpersonal skills with the proven ability to work effectively with internal departments such as Capital Programs, Facilities Management, Budget Office, and the Controller’s Office.

Required

Strong project management skills which would result in the ability to manage multiple priorities, meet deadlines, and maintain attention to detail in a fast-paced environment.

Required

Advanced technical proficiency in Excel and financial systems (e.g., Oracle, PeopleSoft, or similar ERP platforms); experience with budgeting and reporting tools.

Required

Ability to synthesize financial data from multiple sources and communicate implications clearly to both technical and non-technical audiences.

Required

Ability to evaluate funding strategies and assess financial risks and opportunities related to capital projects and the ability to maintain and improve financial processes and reporting systems.

Required

Ability to represent the budget office in governance committees and contribute to strategic decision-making, including the ability to exercise sound judgment, maintain confidentiality, and uphold institutional integrity in financial matters.

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:

Murphy Hall

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.