Lead Budget and Fiscal Manager

Montana State University

Bozeman (MT)

On-site

USD 69,000 - 85,000

Full time

14 days+

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Job summary

Montana State University invites applications for the Director of Budget and Finance in Student Wellness. This role provides strategic financial leadership across Campus Recreation, Counseling and Psychological Services, and Student Health Services, reporting to the AVP of Student Wellness.

You will oversee annual and long-range budgets, analyze funding sources, and collaborate with Payroll, Fiscal Shared Services, and HR to align staffing with finances.

Qualifications

Bachelor’s degree in accounting, business administration, finance or related field, or an equivalent combination of education and experience.
At least three years of progressively responsible financial work experience.
Experience developing and managing complex budgets and long-range fiscal plans for a large organization.
Ability to present budget data clearly to diverse constituents.
Proficiency with financial systems and reporting tools (Excel, databases).

Responsibilities

Provide strategic financial leadership across Student Wellness and funding sources.
Forecast, plan, and oversee annual and long-range budgets.
Ensure compliance with the budget plan and communicate variances.
Analyze financial trends and service usage to inform decisions.
Advise leadership on revenue opportunities and capital planning.
Collaborate with HR, FSS, and budget offices to align staffing and finances.
Deliver timely financial reporting to department leaders.

Skills

Budgeting

Financial analysis

Leadership

Communication

ERP systems

Excel

Education

Bachelor’s degree or equivalent experience in accounting/finance

Tools

Excel

Word

PowerPoint

Outlook

Job description

Please see Special Instructions for more details.

This position is not eligible for new sponsorship.

Position Information

Announcement Number

Announcement Number STAFF - VA - 27047

For questions regarding this position, please contact:

Montana State University Student Wellness is seeking a Director of Budget and Finance to provide strategic leadership in financial planning and budget management for Student Wellness units including Campus Recreation, Counseling and Psychological Services, Student Health Services, and the broader SW enterprise. They will serve as the financial expert within Student Wellness, advising unit leads on the availability of funding for personnel and operational changes. The position will be physically located in the new Student Wellness Center, a 165,000 square foot facility that opened in August 2024. The new facility enhances the integrated and holistic model of student health and wellbeing at MSU . The Director of Budget and Finance is an important part of the SW team and critical to supporting the vision of building a thriving campus culture of health and wellbeing.

Position Number

Position Number 4M0492

Department

Department SWC AVP OPs

Division

Division Division of Student Success

Appointment Type

Appointment Type Classified

Contract Term

Contract Term Fiscal Year

Semester

If other, specify From date

If other, specify End date

FLSA

FLSA Exempt

Union Affiliation

Union Affiliation Exempt from Collective Bargaining

FTE

FTE 1.0

Benefits Eligible

Salary $37.00 per hour $76,960.00 per year, commensurate with experience, education, and qualifications

Contract Type

If other, please specify

Recruitment Type

Recruitment Type Open

General Statement

Student Wellness is a part of the Division of Student Success at MSU . Student Wellness provides support and services for student and community health and wellbeing at MSU and is comprised of three departments (Campus Recreation, Counseling and Psychological Services, and Student Health Services) as well as a core Student Wellness office that includes administration, health education and promotion programming staff, and shared service staff. The Director of Budget and Finance is an important team member who works with leadership in all SW areas and reports directly to the AVP of Student Wellness. The Director works closely with the University Budget Office and Fiscal Shared Services partners on campus. This role provides strategic support and advising on complex funding and revenue models within Student Wellness. In collaboration with leaders, it sets the strategic financial direction of units through long-range budget planning and business strategy development. The Director of Budget and Finance collaborates closely with the Associate Vice President for Wellness, unit directors, Fiscal Shared Service ( FSS ) partners, and Human Resources business partners to manage and execute financial operations across Student Wellness. Using data-driven analysis, this individual will provide financial insights that inform strategic decision-making and optimize the use of multiple funding sources.

As a key advisor in the budgetary process, the Director will play a critical role in shaping decisions that directly influence the unit’s financial health and long-term goals of Student Wellness. In addition, the position will provide ongoing training and support to SW Business Operations Managers to ensure SW alignment with broader university budget and fiscal processes. This position requires strong organizational, analytical, and technical skills, along with a collaborative and solution-oriented approach.

Duties and Responsibilities

Strategic financial leadership for SW, managing and advising on all funding sources.
Forecast, plan, and oversee the development of annual and long-range budgets, including internal budget models, revenue projections, student fee modeling, and expenditure plans.
Work with unit Directors to ensure compliance with the budget plan set forth at the start of the fiscal year and communicate variances for timely action.
Analyze financial trends and service usage – particularly in fee-based units – to evaluate fiscal impacts and support data-informed decision-making.
Advise leadership on opportunities for revenue generation within Student Wellness, while ensuring priority remains on service to students. Assist with capital planning and project budgeting, including financial analysis, funding strategy, cost projections, and ongoing fiscal monitoring.
Collaborate with SW leadership, Fiscal Shared Services ( FSS ) and Human Resources (HR) partners to ensure alignment between staffing needs and financial resources, including oversight of position budgeting.
Deliver timely financial reporting and insights to department leaders to support operational activities, strategic planning and accountability.
Serve as a key liaison for Student Wellness in central budget activities, including university budget submissions.
Provide financial training and support to the unit business operations managers as needed.
Ensure compliance with MSU and Board of Regents ( BOR ) financial policies and procedures while continually improving financial processes.
Other fiscal management duties, as have been assigned.

Required Qualifications – Experience, Education, Knowledge & Skills

Bachelor’s degree in accounting, business administration, finance or a related field, OR an equivalent combination of relevant education and professional experience.
A record of at least three years of progressively responsible financial work experience.
Demonstrated competence and experience in development, analysis, and execution of complex budgets and long-range business/fiscal management plans for a large organization.
Successful experience in interpreting, explaining, and presenting detailed budget and fiscal data, both verbally and in writing, to a diverse group of constituents.
Demonstrated proficiency utilizing financial systems and tools, including spreadsheets, databases, and various reporting systems. Experience using Excel, Word, PowerPoint and Outlook are preferred.

Preferred Qualifications – Experience, Education, Knowledge & Skills

Experience working in financial based roles at a higher education institution.
Demonstrated knowledge in interpreting and applying institutional policies and procedures.
Ability to initiate, coordinate, oversee and complete various projects on own initiative.
Strong organizational techniques with the ability to manage multiple tasks and remain flexible.
Experience leveraging data from an ERP system.

The Successful Candidate Will

Exercise sound judgement and initiative in decision-making, while maintaining professionalism and confidentiality.
Lead and collaborate effectively with diverse teams and stakeholders, demonstrating strong interpersonal and conflict solution skills.
Present complex financial and administrative information in ways that build clarity, transparency, and informed decision-making across varying levels of financial expertise. Communicate clearly and effectively in both written and verbal formats, including presentations.
Manage and adapt to multiple priorities with attention to detail, accuracy, flexibility and adherence to deadlines in a dynamic work environment.
Display strong attention to detail while maintaining a strategic, big-picture perspective.
Demonstrate commitment to and understanding of Student Wellness values including belonging, empowerment, compassion, fun, student-centered, and integrity.

Position Special Requirements/Additional Information

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily with or without reasonable accommodations. The requirements listed above are representative of the knowledge, skill, and/or ability required.

Physical Demands

This job description should not be construed as an exhaustive statement of duties, responsibilities or requirements, but a general description of the job. Nothing contained herein restricts Montana State University’s rights to assign or reassign duties and responsibilities to this job at any time.

Number of Vacancies

Number of Vacancies 1

Desired Start Date

Desired Start Date Upon completion of a successful search.

Position End Date (if temporary)

Open Date

Close Date

Special Instructions

This position is not eligible for new sponsorship.

EEO Statement

Montana State University is an equal opportunity employer. MSU does not discriminate against any applicant on the basis of race, color, religion, creed, political ideas, sex, sexual orientation, gender identity or expression, age, marital status, national origin, physical or mental disability, or any other protected class status in violation of any applicable law. In compliance with the Montana Veteran’s Employment Preference Act, MSU provides preference in employment to veterans, disabled veterans, and certain eligible relatives of veterans. To claim veteran’s preference, please complete the veteran’s preference information located in the Demographics section of your profile.

Required Documents