4061 Assistant Director, Accounting and Budgeting-Budgeting

CLASSIFICATION Exempt

IMMEDIATE SUPERVISOR Chief Financial Officer

MAJOR ADMINISTRATOR  President

GENERAL FUNCTION

The Assistant Director,Accounting and Budgeting - Budget leads the development of the University’s annual operating budget and serves as a resource person for Financial Services and the University community regarding inquiries about the budget and various accounts.  The Assistant Director,Accounting and Budgeting – Budget assists departments with planning and projecting revenues and expenses and produces budget reports that allow departments to manage and analyze their budgets.  The Assistant Director,Accounting and Budgeting – Budget processes personnel action forms and position authorizations to verify positions and budget and maintains salary savings spreadsheets and the master vacancy listing. The Assistant Director,Accounting and Budgeting – Budget prepares budget transfers and journal entries, including monthly internal billings, processes capital project payment requests, reconciles capital project accounts, and coordinates with the Controller and Design & Construction on bond issues.

MINIMUM ACCEPTABLE QUALIFICATIONS

Education: A Bachelor’s in Accounting or a related business field with at least twenty hours of coursework in Accounting is required; a Master’s degree in Accounting or a related business field with at least twenty hours of coursework in Accounting is preferred.

Experience:   At least five years experience in accounting, business planning/operations, or financial analysis is required.  Certification as a Certified Public Accountant (CPA) is preferred.

Skills: High aptitude in accountancy and a good understanding of computers and their functions in accounting is required.  Must have the ability to work and communicate effectively with individuals possessing varying levels of accounting/budgeting knowledge. The ability to develop knowledge of, respect for, and skills to engage with those of other cultures or backgrounds is required.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Prepares the University Internal Operating Budget by developing methods, models, and other decision support systems and establishes timelines and deadlines which assure timely submission.   

2. Sets up budget phases for the budget process in budget development and salary planner, works directly with auxiliaries in planning and preparing the budget, coordinates the development of the budget book by working with Senior Accountants and Accountants to enter the data and reconcile budgets, loads the board-approved budget into Banner, and manages the various budget processes required in the Banner system.

3. Prepares various reports and statistical data outlining the University’s financial position in areas of income and expenditure based on past, present, and forecasted operations by overseeing the collection, organization, and analysis of financial data for the preparation of the University’s internal operating budget and state appropriation request.

4. Maintains the accuracy of financial data through assigning the correct budget numbers and expense codes, reviewing or approving transactions, properly recording transactions via journal entries, preparing or reviewing budget adjustments, researching and analyzing data regarding updates needed, updating the position control system, and preparing monthly reconciliations.

5. Assists in the establishment of system-wide policies and procedures which ensure that resources are used in the most effective and efficient manner by all campuses of the University.

6. Ensures budgetary controls by reviewing expenditure totals, preparing budget allotment changes, and reviewing and approving personnel changes.

7. Processes capital project payment requests, reconcile capital project accounts, and work with Design & Construction and the Controller on bond issues.

8. Coordinates with Computer Services to obtain various reports and information as needed for position budgeting.

9. Prepares year-end procedures and audit workpapers.

10. Serves as a member of the Wyrick Commission and prepares the budget report.

11. Facilitates a work environment that encourages knowledge of, respect for, and development of skills to engage with those of other cultures or backgrounds.

12. Remains competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and/or courses required by the Chief Financial Officer.

13. Contributes to the overall success of the Office of Financial Services by performing all other duties and responsibilities as assigned, maintaining high levels of accuracy, maintaining a professional demeanor and appropriate levels of confidentiality, and providing excellent customer service.

SUPERVISION

The Assistant Director,Accounting and Budgeting – Budget is supervised by the Chief Financial Officer and supervises professional accounting and budgeting staff, accounting clerks, temporary employees, and students.

OFFICE OF HUMAN RESOURCES

REVISED MAY 2013

Factor 1: Professional Knowledge, Skill, and Technical Mastery

Level 5 - 3300 Points: Knowledge of the principles and methods of an administrative, managerial, or professional field such as accounting or auditing, financial management, information technology, business administration, human resources, engineering, law, social sciences, communications, education, or medicine. Knowledge permits employee to supervise projects and/or departments using standard methods to improve administrative and/or line operations. Knowledge also permits employee to plan steps and carry out multi-phase projects requiring problem definition and modified techniques, to coordinate work with others, and to modify methods and procedures to solve a wide variety of problems. Knowledge at this level requires a Bachelor's or Master's degree with substantial related work experience, including up to two years of administrative or supervisory experience. Alternatively, this level may require a professional or clinical degree beyond the Bachelor's degree with moderate related work experience; knowledge requirements include significant levels of related work experience.

Factor 2: Supervisory Responsibility

Level 4 - 470 Points: Supervision of (a) a moderate number of operative, administrative support, or paraprofessional employees who do not exercise a full range of supervisory responsibilities over other full-time employees, (b) a small number of professional employees who exercise limited supervision of others, or (c) large numbers of student workers or graduate assistants, or some equivalent combination of the above. The incumbent performs a full range of supervisory responsibilities including performance reviews of subordinates. The incumbent is responsible for training, planning, and directing the work of permanent employees, and generally controls hiring decisions. Supervisory responsibilities consume moderate amounts of work time and may include general work planning tasks.

Factor 3: Interactions with Others

Level 4 - 500 Points: Interactions with others are somewhat unstructured. The purpose may be to influence or motivate others, to obtain information, or to control situations and resolve problems. Interactions may be with individuals or groups of co-workers, students, or the general public, may be moderately unstructured, and may involve persons who hold differing goals and objectives. Individuals at this level often act as a liaison between groups with a focus on solving particular unstructured problems. Interactions at this level require considerable interpersonal skill and the ability to resolve conflict.

Factor 4: Job Controls and Guidelines

Level 3 - 500 Points: The employee operates under general supervision expressed in terms of program goals and objectives, priorities, and deadlines. Administrative supervision is given through statements of overall program or project objectives and available resources. Administrative guidelines are relatively comprehensive and the employee need only to fill in gaps in interpretation and adapt established methods to perform recurring activities. In unforeseen situations, the employee must interpret inadequate or incomplete guidelines, develop plans, and initiate new methods to complete assignments based on those interpretations. Assignments are normally related in function, but the work requires many different processes and methods applied to an established administrative or professional field. Problems are typically the result of unusual circumstances, variations in approach, or incomplete or conflicting data. The employee must interpret and refine methods to complete assignments. Characteristic jobs at this level may involve directing single-purpose programs or performing complex, but precedented, technical or professional work.

Factor 5: Managerial Responsibility

Level 4 - 1500 Points: Work involves the primary accountability for a smaller department, program, or process. Work activities involve managerial decisions that directly affect the efficiency, costs, reputation, and service quality of the department, program, or process. Work affects a limited range of professional projects or administrative activities of the University. Work activities have a direct and substantial impact on the department. While work activities do have some effect on the efficiency and reputation of the cost center, departments, programs, or processes at this level represent a relatively minor function within the cost center. Employees in jobs at this level may have responsibility for developing budgets, distributing budgeted funds, and exercising the primary control over a relatively small budget.