Reporting directly to the Chief Financial Officer (“CFO”) and serving as a member of University Financial Services and Treasury’s (“UFST”) management team, the Director for Finance Operations-Project Management (“DFO”), acting as a liaison to the CFO will provide vision and leadership to ensure UFST’s success. The DFO collaborates directly with key individuals, both internally and externally, to provide financial advice and forward thinking vision, while maintaining focus on the University’s mission and operations. DFO is the Executive Secretary to the Board Audit and Board Business, Finance and Investment Committees.
The DFO will manage various operations, communications, as well as directing and coordinating assigned workflows, to assure timely completion of critical objectives. The DFO identifies business process enhancements, works towards consolidating University wide services and processes, oversees real estate sales and operations and any other projects identified by the CFO. Manages daily office administrative requirements.Administers risk related policies and procedures, internal and external financial reporting, bond issue reporting and compliance, annuity and unitrust contracts, external auditors and consultant engagements, and various cash and investment management activity. Prepares and distributes internal and external financial reports, as well as maintaining University financial records.
Actively participates in appropriate business related associations, such as Global Business Travel Association (GBTA), Concur Higher Education Leadership Forum (CHELF) and RSM US Middle Market Leadership Council, to network and collaborate with industry peers, sharing information, enhancing University business affairs. Ensures the University is well informed and current on market trends, as it relates to the duties of this position.
Knowledge, Skills and Abilities:
DFO must possess the knowledge, as well as the following skills and abilities or be able to perform the essential functions of the job, with or without reasonable accommodation, using some other combination of skills and abilities.1. Demonstrated exceptional ethical standards.2. Ability to use tact and diplomacy, to effectively handle a broad range of high level and sensitive interpersonal situations with diverse personalities, and to respond appropriately to conflicts and problems.3. Ability to apply a significantly high level of initiative, judgement and discretion in performing job duties.4. Ability to understand, interpret and apply policies, procedures, principles, concepts, work processes, laws, rules and reference materials pertinent to the duties of the position, and to communicate these effectively, both verbally and in writing. Ability to use these resources and research skills to develop sound conclusions and make recommendations.5. Excellent organizational, analytical and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines.6. Ability to work independently.7. Demonstrated ability to maintain a high degree and strict level of confidentiality.8. Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative productive work atmosphere in and outside the University with the ability to establish and maintain effective working relationships, within a diverse population. Proven ability to communicate efficiently, effectively, and accurately with Faculty, Administration and Staff, both orally and in writing.9. Familiarity with SCT Banner, AMEX @Work, Concur, Elixir and Wells Fargo Bank Commercial Electronic Office, a strong plus.10. Ability to analyze contracts.11. Ability to manage real estate transactions.12. Project management skills.
EXPERIENCE: A minimum of seven years business administration and operations experience is required.EDUCATION: BA/BS degree is highly preferred; MBA or other business related postgraduate credential, is preferred.
PREFERENCES: Preference will be given to those individuals possessing experience in an academic setting, preferably individuals with higher education, health sciences and/or health care finance experience.STEALING: Applicants will be automatically rejected if upon conducting a background check reveals that the applicant has engaged in theft from prior employers, co-workers or others.