Executive Director of Financial Strategy, Analytics & Systems

Executive Director of Financial Strategy, Analytics & Systems

Position Title:

Executive Director of Financial Strategy, Analytics & Systems

Position Category:
Staff (Exempt)

Location:

Thousand Oaks

The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths.

As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity.

Under the direction of the Vice President for Administration and Finance, the Executive Director of Financial Strategy, Analytics & Systems leads the University’s financial planning, budgeting, forecasting, and analytics functions to support institutional strategy and decision‑making. The position oversees the development of annual and multi‑year budgets, financial forecasts, and long‑range planning models, and provides financial analysis and recommendations to support resource allocation and institutional priorities.

The Executive Director manages the compilation, analysis, and dissemination of financial and institutional data to support informed decision‑making by the Cabinet, Board of Regents, and University leadership. The position leads the implementation, optimization, and ongoing administration of the University’s enterprise financial planning platform (Adaptive Planning), supporting a transition to a continuous, data‑informed planning environment that includes forecasting, scenario modeling, and performance analysis.

The position provides functional leadership for financial planning, analytics, and reporting systems; collaborates with Information Technology Services and campus stakeholders to enhance data integration and reporting capabilities; and promotes effective business processes, data integrity, and institutional effectiveness. The Associate Vice President supervises assigned staff and ensures compliance with University policies, procedures, and applicable regulatory requirements.

• Leads the development, implementation, and monitoring of the University’s annual operating and capital budgets.
• Oversees institutional forecasting, financial modeling, and multi‑year budget planning.
• Monitors budget performance and analyzes financial results, trends, risks, and opportunities.
• Develops financial projections and scenario analyses to support planning and decision‑making.
• Provides budget guidance and support to University leaders and budget managers.
• Evaluates the financial impact of proposed initiatives, programs, organizational changes, and resource requests.
• Supports the Vice President for Finance & Administration in budget development and control, financial planning, and resource allocation activities.

• Leads the development and delivery of financial, operational, and management reporting.
• Develops dashboards, key performance indicators, and analytical tools that support decision‑making.
• Conducts complex financial and operational analyses to support institutional planning and performance improvement.
• Identifies trends and develops analyses to support strategic and operational initiatives.
• Collaborates with University leaders to develop reporting solutions and analytical resources that support organizational effectiveness.

• Provides leadership for the administration, governance, and continuous improvement of administrative business systems, including ERP, budgeting, financial reporting, workflow, and related applications.
• Partners with Information Technology Services and functional leaders to identify system enhancements, integrations, reporting…