General Information
| Job Description | FINANCIAL SVC SUPV 2 | Working Title | Financial Manager |
|---|---|---|---|
| Job Code | 004631 | Grade | 23 |
| Department Name | Early Academic Outreach Prog. - D01170 | Department Head | Alicia Hernandez |
| Supervisor | Alicia Hernandez | Effective Date |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|---|---|
| 004722 | BLANK AST 3 | 2.0 |
| 007708 | FINANCIAL ANL 2 | 1.0 |
Generic Scope
| Provides direct supervision typically to professionals or skilled technical employees. Functions as advisor to unit and administration. Analyzes and resolves problems, interprets policies (e.g., fiscal management, HR, contracts and grants, resource management in defined areas) and demonstrates solid subject matter knowledge. Exercises judgment within defined procedures and policies to determine appropriate action. Supervises staff to assure accountability and stewardship of department resources (operational, financial, and human) in compliance with departmental goals and objectives. |
Custom Scope
| Receives assignments in the form of objectives with goals and the process by which to meet goals. Provides direction to staff according to established policies and management guidance. Administers policies that directly affect subordinate staff. Recommends changes to department policies and practices. Identifies risks and responds accordingly. Provide priority setting and work flow analysis. |
Department Custom Scope
| The Center for Educational and Community Outreach Programs (CECOP) Financial Manager oversees the contracts and grants, financial and administrative functions for the units within CECOP which include the Early Academic Outreach Program, Office of TRIO Programs, College Corps and Special Projects funding. Directs the work of departmental administrative staff and Financial Analyst, maintaining accurate records and financial documentation. Exercises independent judgment in solving day-to-day operational problems and in making recommendations concerning departmental resources, policies, practices and operations. Anticipate operational problems and develop recommendations for review and implementation. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|---|
| 6 - 10 years of related experience. | Required |
| Experience using automated payroll systems | Preferred |
| Experience using UCR financial systems and applications. | Preferred |
| Previous supervisory/managerial experience. | Preferred |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
Supervises and directs the work of a section/department of professional financial services employees who are primarily involved in performing analytical functions, with responsibility for quantity and quality of work.
|
20 |
| Monitors progress of work of the unit to achieve short and long range objectives established by departmental leadership. | 15 |
Ensures the accuracy, control and reporting of financial data. Ensures adherence to cash and payment handling policies and procedures.
|
15 |
Interacts with all levels in unit with peer level supervisors in other parts of the organization.
|
10 |
Participates in the development and monitoring of policies and procedures for financial data management.
|
10 |
| Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 10 |
| Recommends and performs hiring of new employees, transfers, promotions, salary actions, terminations, performance management and budget recommendations. | 5 |
| Provides technical and supervisory guidance to staff and monitors customer service levels for the unit to various constituencies. | 5 |
| Meets all government reporting and auditing requirements for related financial activities. | 5 |
| Other duties as assigned. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Strong interpersonal skills, service orientation, ability to multi-task effectively in a varied, high volume environment, judgment and decision-making, reasoning, ability to develop original ideas to solve problems, and effective verbal and written communication skills. | Required |
| Proficiency in use of spreadsheet and database software. | Required |
| Advanced knowledge of financial transactions and financial systems, as well as related policy, accounting and regulatory compliance requirements. | Required |
| Knowledge of human resources policies and procedures. | Required |
| Ability to manage changing priorities, and manage staff time and efforts accordingly. | Required |
| Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Working knowledge of federal and state contract and grant agency requirements to include experience interpreting regulations and guidelines. | Preferred |
| Knowledge of UC policies and procedures related to finance, purchasing, payroll, personnel, human resources, travel, and entertainment. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Must pass a DOJ/FBI background check. | Required |
Other Special Requirements & Conditions
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Level of Supervision Received
| Direction |
Environment
Working Environment
| Campus |
Other Requirements
Items Used
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Physical Requirements
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Mental Requirements
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Environmental Requirements
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Critical Position
| Is Critical Position: Yes |