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Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
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15 |
Provides analytical support for complex budget, financial, or resource analysis projects.
- Analyzes budget and financial performance for department. Designs various reports to analyze performance against plan. Using accounting and other activity data, identifies trends, problems, risks, opportunities against budget and financial realities. Within the complex budget and financial records, Development depends on unique and varied funding sources, both temporary and permanent funds.
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20 |
Coordinates and implements department budget allocations, conceives of and maintains department chart of accounts or other data management tools, and related business processes.
- Develops annual budgets for Development accounts, including adjusting expenses for seasonality and operational timing. Provides counsel and advice to the senior management team on ways to maximize resources, evaluates process and/or institutes changes for more effective management.
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5 |
Gathers information, analyzes, prepares and summarizes recommendations for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. Examples include generating, modifying, and conceiving of new financial or other resource reports, or analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees.
- Assists with the gathering and organizing a variety of data and information to construct a clear message for the Associate Vice Chancellor and leadership team. Collaborate with diverse individuals at varying hierarchical and departmental levels.
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10 |
Performs complex financial or resource research and studies for a variety of internal department constituents.
- Calculates long-term and short-term financial projections to advise campus leadership on financial strategy decisions and to distribute funds appropriately.
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5 |
Prepares reviews and/or approves financial transactions.
- Records adjustment entries based on financial analyses in various campus budgeting and financial tools. Reconciles monthly ledgers and validates budgetary and financial entries. Assists with the year-end closing processing.
|
5 |
May train staff and where appropriate, creates an effective team environment.
- Helps to on-board new staff by organizing relevant training regarding appropriate systems and processes.
|
5 |
Documents procedures for financial activities.
- Reviews expenses and activities for compliance with university policies and University Advancement's goals and practices; initiates correction when necessary, identifies, investigates, and reports variances between budget allocation and actual expenditures. Address gaps and process improvement efforts in all areas of financial management.
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10 |
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Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
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5 |
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Develops analytical studies, summary reports, and background materials for campus or department administrative officers and managers on proposed campus/university policies that might impact the University's financial resources.
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5 |
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In consultation with the Associate Vice Chancellor and University Advancement human resources, composes, reviews, and edits job descriptions as needed. Works with central talent acquisition team on recruitment. Coordinates search process for professional, administrative, and support staff. As needed, interviews and screens applicants, assesses skills, confers with supervisors regarding final decision.
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10 |
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Serves as the department's coordinator/point person for IT issues and interface with the central IT group to accomplish department objectives.
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5 |
