Selects, develops, and evaluates personnel to ensure the efficient operation of the function.
- Effectively supervise staff which entails completing timely performance evaluations, proactively handling disciplinary or performance problems/issues, and ensuring professional growth and training opportunities are provided to the staff. Set clear and appropriate unit and individual performance goals and expectations.
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20 |
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Supervises activities associated with creating, maintaining and reporting on the operational and capital budgets and budget processes, academic and staff budgeted FTE, the performance of financial planning (including problem definition, forecasting, data collection, development of alternative solutions), the performance of human resources FTE planning (position management, staffing forecasting, data collection), development of policy or action recommendations in the areas of budget, finance and human resource planning, and report preparation.
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20 |
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Conducts presentations of technical information concerning specific projects or schedules.
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10 |
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Administers organizational policies that directly affect subordinate employees.
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10 |
Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
- Provide financial administration (budgeting, account reconciliation, purchasing, travel reimbursement, financial planing and contract and grant administration) to ensure that all policies and procedures are followed. Includes general funds, scholarships, endowments, and Sales and Service Funds. Reconcile ledgers and develop and prepare accurate, complete, and timely monthly financial status report to upper-level management showing current and long-term status of funds. Analyze statements and offer observations and recommendations for management action. Initiate and ensure timely completion of any correcting transactions and bring any unusual issues to the attention of leadership. Ensure that all funds are in a reportable condition on a monthly basis. Respond to management requests for financial information - collect complex data from multiple sources for a variety of reporting activities. Analyze and organize information in a clear, comprehensible format. Oversee the processing of purchase orders, travel vouchers, service requests, and other financial transactions via UCR's on-line systems. Review PAN notifications generated by the departments for accuracy. Advises AUL for Content and Discovery (or other relevant library leadership) of any concerns arising from routine review of Acquisitions Accounting unit transactions.Routinely attends UCR finance operation meetings to maintain currency on all relevant federal, state, UC and UCR financial policies and procedures.
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20 |
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Perform complex financial and budgetary analysis by retrieving, querying, and analyzing data from a variety of internal/external systems to produce timely, accurate, and complete reports. Independently design and develop analytical summaries. Perform complex budget/resource analysis including forecasting, retrieving data from campus financial systems, organizing and validating data, and preparing comprehensive reports for distribution to appropriate individuals. Responsible for fiscal closing of all intramural and extramural funds.
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20 |
