TITLE International Budget and Financial Manager
CLASSIFICATION NUMBER 4006
IMMEDIATE SUPERVISOR Associate Vice President for International Programs
MAJOR ADMINISTRATOR Vice President for Research and Economic Development
The International Budget and Financial Manager designs and maintains financial controls and financial recordkeeping policies and procedures to ensure accurate financial accounting and budgetary oversight for International Programs, including the LNU-MSU Branch campus, Study Away, English Language Institute (including ELI Special Programs and ELI Teacher Training), Foreign Language Institute, International Leadership and Training Center, and Sponsored Students Program.
MINIMUM ACCEPTABLE QUALIFICATIONS
Education: A Bachelor's degree in Accounting or a related field is required.
Experience: At least two years of accounting, business planning/operations, financial analysis, or budgetary experience is required. At least one year of international accounting experience is preferred. Accounting and/or budgetary experience in higher education preferred.
Skills: A high aptitude in accountancy and a demonstrated ability to work with international exchange of currency is required. Strong computer skills including knowledge of Excel and the ability to develop spreadsheets and management reports using graphs and charts are required. Demonstrated experience with word processing and database software programs is required. Effective interpersonal, communications, organizational, administrative, and decision-making skills are required. The ability to initiate and follow through with work responsibilities and to meet deadlines with a minimum of supervision is required. 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. Advises the Associate Vice President for International Programs regarding financial decisions by providing accurate information regarding the financial status of individual programs, accounts, and the division as a whole and by interpreting University financial reports.
2. Assists the Associate Vice President for International Programs in annual budgeting and financial planning by providing revenue and expense projections.
3. Prepares financial reports and entries for International Programs, international partnerships, and joint venture partnerships utilizing generally accepted accounting practices and international financial reporting standards.
4. Understands and interprets the exchange of foreign currency to U.S. currency and prepares financial reports and entries using this information.
5. Reports on the financial position of International Programs, international partnerships, and joint venture partnerships in areas of income and expenditure based on past, present, and forecasted operations by overseeing the collection, organization, and analysis of financial data.
6. Ensures the financial integrity of program trips by overseeing and reviewing the financial reports of international programs, including Study Away short-term and long-term faculty-led trips.
7. Ensures efficient coordination of various International Programs and subsidiary accounts by designing and maintaining budgeting systems and financial records that are compatible with the University’s accounting and reporting systems.
8. Ensures the financial integrity of International Programs, international partnerships, and joint venture partnerships by monitoring balances and expenditures, reviewing transactions, and preparing monthly reconciliations and reports.
9. Ensures the financial integrity of all budgets within the Associate Vice President for International Programs responsibility by monitoring balances and expenditures.
10. Provides assistance to the Associate Vice President for International Programs by collecting, organizing, and analyzing financial and other statistical data for the preparation of financial and non-financial reports, establishing reporting deadlines for those providing data for these reports, and utilizing the Banner system to assist with financial management responsibilities.
11. Performs accounting functions by preparing, classifying, coding, recording, and/or processing a variety of documents by examining invoices, travel expense claims, vouchers, and purchase orders to determine the accuracy of the expenditures, checking mathematical extensions, comparing invoices to purchase order or contract prices, comparing units invoiced to units received, charging the appropriate account, and forwarding the necessary information and documents for billing or payments.
12. Accepts signature authorization responsibilities to approve various personnel forms, payroll forms, purchase orders, and other documents as delegated by the Associate Vice President for International Programs.
13. Utilizes effective interpersonal, problem-solving, and decision-making skills to handle special administrative and trouble-shooting projects assigned by the Associate Vice President for International Programs by gathering information, coordinating and communicating with various departments, and following through with projects to completion.
14. Serves as a liaison between International Programs, international partnerships, joint venture partnerships, and Financial Services as well as ensuring financial information shared between the areas is accurate and complete.
15. Maintains the accuracy of financial data by 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, and preparing monthly reconciliations.
16. Provides guidance to personnel within International Programs as it relates to financial accountability and related University policies.
17. Contributes to a work environment that encourages knowledge of, respect for, and development of skills to engage with those of other cultures or backgrounds.
18. Remains competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and /or courses as required by the Associate Vice President for International Programs.
19. Contributes to the overall success of International Programs by performing all other essential duties and responsibilities as assigned, maintaining high levels of accuracy and maintaining a professional demeanor and appropriate levels of confidentiality.
The International Budget and Financial Manager is supervised by the Associate Vice President for International Programs and supervises full-time employees, graduate Assistants, and student employees as assigned.
OFFICE OF HUMAN RESOURCES
REVISED JANUARY 2017
JOB FAMILY 4
Factor 1: Professional Knowledge, Skill, and Technical Mastery
Level 4 - 2300 Points: Knowledge of the principles, concepts, practices, methods and techniques of an administrative, managerial, or professional field such as accounting or auditing, financial management, business administration, human resources, engineering, social sciences, communications, education, law, or medicine. Knowledge permits the employee to complete assignments by applying established methods to recurring types of projects/problems susceptible to well-documented precedents or to schedule, plan, and carry out precedented projects. Alternatively, knowledge at this level might also permit the employee to carry out precedented projects requiring considerable experience in specific areas within higher education. Knowledge at this level is typically acquired through a combination of formal education and/or training and experience that includes a requirement for a college degree in a specific technical or professional specialty along with significant related work experience. Alternatively, equivalent knowledge requirements at this level include a non-technical or general Bachelor's degree requirement with substantial work experience or a non-specific Master's degree requirement with substantial work experience. Knowledge requirements generally also include a significant amount of related work experience and may include administrative or supervisory experience.
Factor 2: Supervisory Responsibility
Level 2 - 130 Points: Regular, but limited, supervision, training, or directing the work assignments of (a) small numbers of student, part-time or temporary workers, or (b) one or more permanent, full-time employees. The nature of supervision is largely confined to scheduling work and assigning tasks. Supervision at this level typically does not include a full range of supervisory responsibilities, and supervisory duties typically do not consume a large portion of the work day.
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 3 - 850 Points: Work involves providing significant support services to others both within and outside of the department that substantially influences decision-making processes. Work activities are complex and others rely on the accuracy and reliability of the information, analysis, or advice to make decisions. Work activities have a direct, but shared, impact on further processes or services, affect the overall efficiency and image of the department, and may have material impact on costs or service quality within the cost center. Incumbents may be responsible for identifying areas of need and for developing proposals that request funding to fulfill those needs.