Budget Management Administration

At Small and Mid-Sized Private Institutions

Topics: Budgeting, Administration and Finance

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This brief examines how institutions hire budget officers and staff the budget management offices. It includes information on budget office organizational structures and hiring processes. Additionally, the report outlines sample job postings and common skills for budget officers.

  • Key observations from our research:

    1. Central budget offices are small departments that range from one to five full time employees with titles that include budget director, manager, and analyst.

    2. Accounting background and CPA qualification are the most important requirements for budget directors and managers; communication is the most often cited soft skill required for staff in budget offices, but is not formally evaluated at most institutions.

    3. Institutions passively communicate changes in financial policies to budget staff through updates to websites.

    4. Most institutions anticipate no changes to budget management staff or process in the immediate future.