Santa Clara University
Assistant Director, Budget & Finance
Santa Clara University, Santa Clara, California, us, 95053
Manages all financial data for departmental and institutional reporting. Responsibilities include data collection, reporting, trend analysis, process documentation, and operational recommendations.- Provides operational support to key Alumni Relations programs, including the Alumni Family Scholarship Program (AFS).
* AFS responsibilities include program documentation, seasonal program reviews, end-of-year grant payments, and annual measurement analysis and evaluation.* Actively contribute to departmental brainstorming sessions, focus groups, and other strategic initiatives.* Support the key priorities and implementation of the Alumni Association Strategic Plan, and future strategic plans, including the planning, development, and implementation of Alumni Association strategies, services, and offerings.* Actively contribute to brainstorming sessions, focus groups, and other strategic initiatives launched by the Alumni Relations or Signature Events team.* Assist with Signature Events and other departmental events (in roles that are different from regularly assigned responsibilities) throughout the year, as assigned.* Actively work toward building team culture.* Serve as the key Alumni Relations liaison to other functional areas on campus, as assigned.* Actively participate in weekly All Staff Meetings, Extended Meetings, and Retreats.* Other responsibilities to meet Alumni Association and University Relations goals and strategic initiatives, as assigned* Advanced knowledge of financial planning, budgeting, accounting principles, and financial analysis, ideally in higher education or nonprofit settings.* Understanding of Workday Financial or comparable enterprise financial systems, and general ledger accounting principles.* Knowledge of policies and procedures for contracts, procurement, vendor management, and financial compliance.* Familiarity with event-related financial processes, including point-of-sale systems, registration tracking, and reconciliations.* Understanding of best practices in financial controls, forecasting, and resource allocation.* Strong working knowledge and understanding of customer service concepts, principles, procedures, and techniques.* Awareness of advancement, alumni relations, or development operations is preferred.* Strong analytical, quantitative, and problem-solving skills with the ability to interpret complex financial data and provide actionable insights.* Proficiency in financial software, spreadsheets, reporting tools, statistical applications, and database management.* Excellent organizational skills with the ability to manage multiple budgets, projects, and deadlines in a fast-paced environment.* Exceptional communication and collaboration skills, including the ability to explain financial concepts to non-financial staff.* Strong active listening and interpersonal skills.* Ability to train and support team members in financial systems, policies, and budget processes.* Detail-oriented, with a focus on accuracy, adherence to policies, and operational efficiency.* Proficiency in office productivity and content management tools (e.g., Microsoft Office, Google Workspace, Zoom, Asana, CLARA/Blackbaud CRM).* Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required.* *Preferred:* Experience or coursework in alumni relations, fundraising, or higher education finance.* Ability to work at a computer for extended periods of time.* May be required to move, lift, or carry materials and supplies up to 25 pounds.* Regularly required to stand, walk, bend, reach, and occasionally climb stairs within the Bannan Alumni House and other campus locations.* Must be able to manage multiple priorities while maintaining attention to detail and service standards.* May be required to reconfigure conference room furniture or travel to other buildings, suppliers, or vendors.Santa Clara University offers a comprehensive benefits package for ***benefit eligible employees*** with programs and resources designed to promote and sustain personal health care, well-being, and the financial objectives of our employees and families. Visit our
for more information. #J-18808-Ljbffr
* AFS responsibilities include program documentation, seasonal program reviews, end-of-year grant payments, and annual measurement analysis and evaluation.* Actively contribute to departmental brainstorming sessions, focus groups, and other strategic initiatives.* Support the key priorities and implementation of the Alumni Association Strategic Plan, and future strategic plans, including the planning, development, and implementation of Alumni Association strategies, services, and offerings.* Actively contribute to brainstorming sessions, focus groups, and other strategic initiatives launched by the Alumni Relations or Signature Events team.* Assist with Signature Events and other departmental events (in roles that are different from regularly assigned responsibilities) throughout the year, as assigned.* Actively work toward building team culture.* Serve as the key Alumni Relations liaison to other functional areas on campus, as assigned.* Actively participate in weekly All Staff Meetings, Extended Meetings, and Retreats.* Other responsibilities to meet Alumni Association and University Relations goals and strategic initiatives, as assigned* Advanced knowledge of financial planning, budgeting, accounting principles, and financial analysis, ideally in higher education or nonprofit settings.* Understanding of Workday Financial or comparable enterprise financial systems, and general ledger accounting principles.* Knowledge of policies and procedures for contracts, procurement, vendor management, and financial compliance.* Familiarity with event-related financial processes, including point-of-sale systems, registration tracking, and reconciliations.* Understanding of best practices in financial controls, forecasting, and resource allocation.* Strong working knowledge and understanding of customer service concepts, principles, procedures, and techniques.* Awareness of advancement, alumni relations, or development operations is preferred.* Strong analytical, quantitative, and problem-solving skills with the ability to interpret complex financial data and provide actionable insights.* Proficiency in financial software, spreadsheets, reporting tools, statistical applications, and database management.* Excellent organizational skills with the ability to manage multiple budgets, projects, and deadlines in a fast-paced environment.* Exceptional communication and collaboration skills, including the ability to explain financial concepts to non-financial staff.* Strong active listening and interpersonal skills.* Ability to train and support team members in financial systems, policies, and budget processes.* Detail-oriented, with a focus on accuracy, adherence to policies, and operational efficiency.* Proficiency in office productivity and content management tools (e.g., Microsoft Office, Google Workspace, Zoom, Asana, CLARA/Blackbaud CRM).* Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required.* *Preferred:* Experience or coursework in alumni relations, fundraising, or higher education finance.* Ability to work at a computer for extended periods of time.* May be required to move, lift, or carry materials and supplies up to 25 pounds.* Regularly required to stand, walk, bend, reach, and occasionally climb stairs within the Bannan Alumni House and other campus locations.* Must be able to manage multiple priorities while maintaining attention to detail and service standards.* May be required to reconfigure conference room furniture or travel to other buildings, suppliers, or vendors.Santa Clara University offers a comprehensive benefits package for ***benefit eligible employees*** with programs and resources designed to promote and sustain personal health care, well-being, and the financial objectives of our employees and families. Visit our
for more information. #J-18808-Ljbffr