Manager, Budget and Financial Planning - Facilities Services - UTK

Job Description

The Manager, Budget and Financial Planning provides strategic financial oversight for the University of Tennessee Facilities Services Department, managing E&G, auxiliary, utilities, capital, facilities fee, and restricted budgets. Reporting to the Director, Administration and Finance, this role leads budget development, implementation, monitoring, variance and scenario analysis, and the preparation of monthly and ad hoc managerial reports to support data‑driven decision‑making. The position serves as the department’s subject matter expert for Adaptive BAM and the Oracle‑based DASH system, overseeing budget entry, forecasting, reporting capabilities, and data analysis across multiple systems.

With direct supervisory responsibility for budget and financial analysis staff, the Manager ensures accurate financial stewardship while influencing long‑range funding, personnel allocations, and equipment procurement decisions.

• Use financial models and historical data to forecast future revenue and expenses and for planning for contingencies and making strategic financial decisions.
• Develop the FS Department's annual operating budgets and forecast multi‑year budgets for strategic planning and decision making. This involves collaborating with various campus entities and outside agencies to gather financial data, revenue projections, and expenditure estimates.
• Manage the daily fiscal operations related to the department operational budgets and financial and human resources actions which may affect these budgets.
• Serve as the subject matter expert (SME) for the FS Department on the use of the Adaptive Insights budgeting and planning tool, Budget Allocation Model, BAM.
• Gather data from various sources to use in developing budget inputs, scenarios, and plans.
• Actively participate in the department's strategic planning process, aligning the budgets with the department's overall goals and objectives. Participate in the establishment of and implement short‑ and long‑range business goals that support the mission of the department.
• Attend and participate in the campus annual budget meetings to gather data to use in developing budget inputs, scenarios, and plans.
• Plan, develop, enter and manage the departmental budgets requirements by analyzing short‑ and long‑term program plans and coordinating with FS Department senior management.
• In collaboration with the Associate Vice Chancellor and Executive Director develop and enter the annual budget for the FS Department, including the uploading and downloading of budget information to and from the ERP systems Adaptive and DASH.
• Produce and maintain standard budgeting reports from Adaptive Insights, Excel, and other financial software platforms to include DASH.
• Progress budget execution and make or direct adjustments as necessary to maintain FS Department salary and operating budget balance.
• Provide leadership, coaching, and performance management for assigned budget and financial analysis staff, ensuring accurate analysis, reporting, and alignment with departmental budget strategy and timelines.
• Establish work priorities, review output for quality and accuracy, and support staff development in financial systems, reporting, and analysis.
• Monitor actual financial performance against budgeted targets and identify any discrepancies or deviations.
• Conduct comprehensive financial analysis to identify trends, potential cost‑saving opportunities, and areas for improvement in the budgets to help in making informed decisions to allocate or reallocate resources efficiently.
• Produce and maintain financial and operating reports from Adaptive Insights, Excel, and other financial software platforms to include Oracle based DASH for status and senior management information and decision‑making purposes presenting complex financial data in a clear and understandable manner.
• Analyze and produce actuals vs budget variance reports on revenue sources, personnel expenditures and operating expenses from E&G, Auxiliaries, Utilities accounts, endowment and gift accounts, and reserve fund balance account.
• Provide expert advice and guidance to FS Department senior management…