Director of Budget, Planning & Analysis (Financial ANL MGR 2

Job Summary

The Director of Budget, Planning & Analysis provides enterprise leadership for the Budget, Planning, & Analysis (BPA) department for UC Davis Health (UCDH), which includes the UC Davis Medical Center (UCDMC), the School of Medicine (SOM) and School of Nursing (SON). The Director is accountable for establishing the strategic direction, governance, policies, methodologies, and operational framework for the organization's financial planning process.

The Director leads the development and execution of the annual operating budget and management reporting functions. This position serves as the principal advisor to executive leadership on operating budget processes and methodologies to support organizational priorities. This position requires the ability to analyze and interpret financial data, develop short and long-range income and expense projections, and implement budget planning strategies.

This position also oversees monthly expense tracking and budget variance analysis. The incumbent develops and maintains strong collaborative relationships with executive leadership, including the CEO, Chief Financial Officer, the Deans of SOM and SON, all Associate and Assistant Directors within UCDMC, Chief Administrative Officers (CAO) within the SOM and all departments within UC Davis Health (UCDH). This position represents Budget, Planning & Analysis on enterprise initiatives, executive committees and cross-functional strategic projects.

Sunday, September 13, 2026 by 11:59p Pacific; screening and selection can begin any time

• Bachelor's Degree in Accounting, Finance, Information Systems, Health Care Administration, or related field or a combination of experience, education or training.
• 8-10 years of progressive, management-level administrative leadership in a large, complex organization, preferably in higher education or academic health.
• Must be able to communicate well in a highly visible public forum; must have physical and emotional stamina to thrive in a result driven environment; must have a professional and polished presence in person and virtually; must have experience partnering with diverse populations by demonstrating cultural sensitivity/awareness and flexibility.
• Scope and complexity of funding responsibilities
  - This position works directly with the UCDH's leadership and key staff throughout the UC system. It requires a high level of expertise and knowledge in the area of accounting, financial analysis, and budgeting.
• The position requires in-depth financial knowledge, management skills, strong analytical abilities and understanding of hospital operations. Financial knowledge includes:
• Advanced knowledge of financial and accounting principles, ability to read and interpret financial and statistical reports.
• In depth knowledge of budget systems such as: EPSi Budget Module, Axiom Budget module and/or Strata Jazz
• Ability to analyze and project fiscal impact of changes in hospital activity and/or trends.
• Ability to identify information sources from both within and outside the institution and apply that data to develop in-depth financial models.
• Ability to develop a team of analysts to perform advanced analysis using a variety of computer applications.
• Ability to explain complex calculations in a simplified manner.
• Strong management skills with a team orientation.
• Ability to communicate effectively with all levels of the organization and present complex Financial concepts effectively to a non-financial audience. Excellent verbal and written communication skills.
• Ability to develop positive professional relationships with all levels of the organization.
• Ability to make sound decisions and employee effective problem-solving techniques to analyze complex problems or information in an objective manner, derive logical conclusions, and initiate appropriate actions for effective resolution and follow through.

• Advanced degree (MBA, MHA, CPA, CMA) or equivalent.
• Leadership
  
  Competencies:
• Strategic financial leadership
• Executive communication and influence
• Organizational change leadership
• Enterprise collaboration
• Talent development
• Financial systems governance
• Enterprise decision support
• Negotiation and conflict resolution

35% - Budget and Financial Planning

Responsible for the execution of the UCDH annual operating budget. Develop and manage budget policies, timelines and procedures. Establish enterprise budget policies, governance structure, planning assumptions, methodologies and annual planning calendar. Lead enterprise resource allocation recommendations supporting organizational priorities. Recommend planning assumptions to executive leadership based upon reimbursement, volume, labor, inflation and regulatory trends. Ensure alignment between operating budgets, capital planning, workforce planning and forecasting.

20% - Executive Leadership

Advise executive and operational leadership regarding financial planning strategy. Present financial planning…