1525 Director, Financial Systems, Reporting, and Planning


TITLE Director, Financial Systems, Reporting, and Planning




IMMEDIATE SUPERVISOR Vice President /Chief Financial Officer



The Director, 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 Director, 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 Director, Financial Systems, Reporting, and Planning performs project management and provides business process analysis and consulting.


Education: A bachelor’s degree in a computer-related field with significant course work in accounting or a bachelor’s degree in accounting with significant course work in a computer-related field 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 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. 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 Vice President/Chief Financial Officer.

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


The Director, Financial Systems, Reporting, and Planning is supervised by the Vice President/Chief Financial Officer.




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 3 - 270 Points: Supervision of a limited number of (a) operative, administrative support, or paraprofessional employees who do not exercise a full range of supervisory responsibilities over other full-time employees, (b) a very small number of professional employees, or an equivalent combination of (a) and (b). The incumbent performs a full range of supervisory responsibilities including performance reviews of subordinates. The incumbent is generally responsible for training, planning, and directing the work of permanent employees, and provides major input into 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 4 - 850 Points: The employee operates under administrative supervision and makes decisions based on broadly-stated University objectives and available resources. Administrative guidelines are expressed in terms of project or program outcomes and deadlines with few comprehensive guidelines. Decisions are based on inadequate guidelines that require considerable interpretation and force the employee to plan all phases of the assignment. Assignments may be unrelated in function and the work requires many different processes and methods and a great deal of analysis to identify the nature and extent of problems. The work may require the employee to develop new methods and to deal with many variables, including some that are unclear or conflicting. Characteristic jobs at this level may involve directing large and/or complex programs, projects, or departments in which the work cuts across functional lines or requires dealing with unprecedented issues.

Factor 5: Managerial Responsibility

Level 5 - 2350 Points: Work involves primary accountability for a larger 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, influences internal or external operations, or impacts students, faculty, and/or staff. Work activities have a direct and significant impact on the department. Work activities also have a significant effect on the efficiency and reputation of the cost center and represent a relatively major function within the cost center. At this level would be jobs in which the incumbent may have responsibility for developing budgets, distributing budgeted funds, and exercising primary control over a moderately-sized budget.