Manager, Budgeting & Forecasting

Note: Applications will be accepted until 11:59 PM on the Posting End Date.

At UBC, we believe that attracting and sustaining a diverse workforce is key to the successful pursuit of excellence in research, innovation, and learning for all faculty, staff and students. Our commitment to employment equity helps achieve inclusion and fairness, brings rich diversity to UBC as a workplace, and creates the necessary conditions for a rewarding career. 

• Leads the development of the university’s quarterly Forecast and ensures high‑quality executive, Board, and Ministry reporting that informs institutional decision‑making.
• Directs the development and delivery of the annual institutional Budget, providing strategic guidance and enabling the team to produce a comprehensive Budget Report and executive/Board presentations.
• Accountable for forecasting and budgeting across Central and Non‑Operating funds, ensuring strong alignment with enterprise financial strategies, in partnership with the Manager, Funding & Allocations.
• Serves as a strategic advisor to faculties and administrative units, offering high‑level guidance on budgeting methodologies, funding frameworks, financial planning principles, and effective submission practices.
• Leads the institutional budget cycle and partners with the Senior Director to establish planning frameworks that promote consistent, transparent, and effective budget submissions across units
• Builds strong cross-functional partnerships with Finance, Treasury, IT, Capital, Financial Planning to align financial planning inputs, promote consistent practices, and integrate capital, operational, and long-range plans
• Acts as the primary point of escalation and strategic problem‑solver for complex or sensitive financial planning issues emerging across faculties and administrative units.
• Ensures unit submissions, planning recommendations, and related decisions align with institutional financial policies, the budget model, governance expectations, strategic priorities, financial sustainability frameworks, and long-term goals
• Drives integration between capital and operational planning cycles, enabling cohesive institutional planning and transparent financial decision pathways.
• Identifies key financial trends, risks, and opportunities across submission data, transforming analytical insights into strategic guidance for senior leadership.
• Works closely with Budget and Forecast stakeholders to ensure consistent data standards, aligned messaging, and a unified institutional planning approach.
• Leads continuous improvement of planning systems and processes to enhance efficiency, automation, transparency, and consistency across central and faculty-level planning
• Leads and elevates training, communication, and knowledge‑sharing activities to strengthen planning capability across decentralized units and enhance institutional readiness.
• Leads consolidation activities and executive reporting preparation, enabling the Senior Director to meet VPFO, Executive, and Board Finance Committee timelines and expectations.
• Oversees validation of financial inputs for all forecast cycles, ensuring high‑quality data for institutional reporting and scenario analysis.
• Ensures compliance with internal standards and external reporting requirements, safeguarding the integrity, accuracy, and reliability of institutional financial information.
• Acts as a liaison for decentralized units, translating complex financial information into actionable insights for leaders across diverse operational contexts.
• Serves as a functional leader for enterprise planning systems, ensuring technology platforms are optimized to deliver actionable, reliable information across the university.
• Enhances the development and stewardship of university-wide financial management standards, policies, and procedures, supporting institutional governance and accountability.
• Other duties as assigned.
  

• Undergraduate degree in business, finance, accounting or a related field is critical to the position.
• Experience in financial planning, budgeting or corporate finance, including demonstrated leadership responsibility in public sector or post-secondary institution is highly important to the role.
• Significant experience leading and coordinating enterprise-wide annual operating and capital budgeting processes, including establishing budget frameworks, timelines, templates, assumptions, and governance standards will be essential.
• Advanced training in financial modeling, analytics or enterprise planning is considered an asset.
• Proven experience consolidating financial plans across multiple business units, divisions, or cost centres, ensuring alignment with corporate strategy while maintaining consistency, accuracy, and financial integrity.
• Demonstrated ability to partner with senior academic and finance leaders to translate strategic priorities, service delivery plans, and organizational drivers into structured financial plans and resource allocation models.
• Strong cross-functional partnership and stakeholder management skills, with the ability to influence and guide senior leaders and budget owners without direct authority.
• Experience leading, mentoring, and developing finance staff, fostering a culture of accountability, continuous improvement, and service orientation.
• Strong project management capability, including oversight of timelines, milestones, risk mitigation strategies, and change management initiatives related to financial planning processes.
• Highly analytical and systems-oriented thinker with the ability to synthesize large volumes of complex financial and operational data into clear, actionable insights.
• Collaborative, relationship-driven, and resilient, with the ability to operate effectively in high-pressure budget cycles and navigate ambiguity within a complex organizational structure.
• Detail-oriented and disciplined, with a strong commitment to accuracy, integrity, and financial stewardship.