4001 Budget and Financial Manager


TITLE Budget and Financial Manager







The Budget and Financial Manager for the Office of the Provost coordinates the organization and reporting of financial information of the academic units of the University and creates timelines and procedures for various financial and administrative processes occurring in academic units. The Budget and Financial Manager prepares and provides the Provost with revenue and expense projections for financial planning, advises the Provost regarding financial decisions, and ensures that all budgets within the Provost’s area of responsibility, including college budgetary units, are fiscally sound. The Budget and Financial Manager assists the Provost with implementation of objectives in the long-range plan by developing budget frameworks for reprioritization of funds and assuring sustainable funding of strategic initiatives.


Education: A Bachelor's degree in Accounting or a related field is required.

Experience: At least two years of accounting and/or budgetary experience is required. Accounting and/or budgetary experience in higher education preferred.

Skills: Strong computer skills, including knowledge of Excel required, including the development of spreadsheets and management reports using graphs and charts. Effective interpersonal, communications, organizational, and administrative skills 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.


1. Ensures efficient coordination of academic affairs accounts by designing budgeting systems and financial records which are compatible with the University's accounting and reporting systems.

2. Advises the Provost regarding financial decisions by monitoring monthly budget summary reports from the colleges and other academic cost centers, providing accurate information regarding the financial status of individual accounts, and interpreting University financial reports.

3. Assists the Provost in annual budgeting and financial planning by providing revenue and expense projections and coordinating the reprioritization process to assure congruency between budget allocations and the objectives of the Long-Range Plan.

4. Establishes the academic affairs budget calendar, initiates the budget planning process in all academic affairs units, provides guidance to colleges regarding budget preparation and determination of carryover, and monitors balances and expenditures going forward.

5. Coordinates changes to the proposed fee schedules, identifies and tracks carry-forward commitments, tracks academic reserve commitments, and identifies and communicates budget reallocations.

6. Coordinates major equipment funding plans, assures sustainable funding plans for endowed chairs and professorships, coordinates start-ups of new programs, and documents funding plans for job postings.

7. Provides assistance to the Provost 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 financial system and procurement card system to assist with financial management responsibilities.

8. Accepts signature authorization responsibilities to approve various personnel forms, payroll forms, purchase orders, and other documents as delegated by the Provost.

9. Serves as liaison between the Provost and other University offices, as assigned by the Provost.

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

11. 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 Provost.

12. Contributes to the overall success of the Office of the Provost 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 Budget and Financial Manager is supervised by the Provost and may supervise other employees as assigned by the Provost.




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 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 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 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.