4450 Manager, Financial Systems, Reporting and Planning


TITLE Manager, Financial Systems, Reporting, and Planning





IMMEDIATE SUPERVISOR Chief Financial Officer



The Manager, Financial Systems, Reporting, and Planning provides support in the ongoing planning, budgeting, and assessment cycle performed for the University by Financial Services and uses an understanding of generally accepted accounting principals, system design, and process analysis to coordinate the support of systems used within Financial Services. In support of these functions, the Manager, Financial Systems, Reporting, and Planning coordinates query and financial reporting for the division as well as associated training, documentation, data security, and web page maintenance. The Manager, Financial Systems, Reporting, and Planning performs project management and provides business process analysis and consulting.


Education: A bachelor’s degree with coursework in accounting and/or information technology is required.

Experience: At least five years of experience providing reporting and systems support is required and must include the maintenance and utilization of comprehensive and complex financial systems. Experience managing projects and analyzing business processes is required. Experience with query and reporting tools, database systems, spreadsheet applications, word processing applications, and web page design software is required. Supervisory experience is preferred. Work experience in a higher education finance unit is preferred.

Skills: Knowledge of basic accounting concepts and reporting requirements is required. The ability to manage multiple concurrent projects, to reason analytically, and to work with people at all administrative levels and  possessing differing levels of financial and technical knowledge is required. The ability to analyze, effectively translate, and document the business process needs of integrated functions in a complex system is required. Strong oral and written communication skills are required. The ability to develop knowledge of, respect for, and skills to engage with those of other cultures or backgrounds is required.


1. Supports the planning and reporting function of the division by serving in a leadership role for the ongoing planning, budgeting, and assessment cycle of the University by performing and coordinating the collection and analysis of data in order to provide meaningful information that meets the needs of both internal and external constituencies.

2. Supports division goals by maintaining an ongoing knowledge of current accounting practices and reporting requirements and providing input as to how Financial Services can use financial systems and other technologies to efficiently meet those requirements.

3. Supports the development of more efficient processes within Financial Services by providing analysis of current business processes and recommending technical solutions to best support those processes.

4. Provides expertise and helps manage the acquisition, development, integration, and implementation of financial systems.

5. Performs and coordinates various types of query and financial reporting functions within the division as well as the maintenance of division web pages.

6. Assists staff in implementing business process solutions through new systems and other technologies by coordinating the provision of training and documentation.

7. Maintains an understanding of both University security policies and external regulations that govern the disclosure of financial information to ensure that these policies and regulations are followed within the division.

8. Contributes to the development of policies and procedures on a broad range of issues affecting Financial Services by serving on appropriate committees and supporting the goals of the department.

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

10. 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.

11. Contributes to the overall success of the division by performing all other duties as assigned.


The Manager, Financial Systems, Reporting, and Planning is supervised by the Chief Financial Officer.