||Another Source’s client, San Diego State, is recruiting a Senior Financial Analyst (internally this position is titled Financial Accountant) to join their team in San Diego, California.
Here’s a little about San Diego State and the position they are recruiting for:
San Diego State University is the oldest and largest higher education institution in the San Diego region. Since it was founded in 1897, the university has grown to offer bachelor's degrees in 85 areas, master's degrees in 77 areas and doctorates in 19 areas. SDSU's approximately 31,000 students participate in an academic curriculum distinguished by direct contact with faculty and an increasing international emphasis that prepares them for a global future.
As a member of the Resource Management staff within the Office of the Provost, the Senior Financial Analyst reports to the Director for Academic Resources.
As Senior Financial Analyst, this position has the responsibility of working directly with the Colleges to effectively and responsibly manage departmental budgets and provide financial reporting oversight and analysis.
Position provides administrative, financial, and accounting expertise to the office of Academic Affairs Resource Management.
Position uses initiative and judgement in analyzing information and determining a course of action within established procedures and guidelines.
Responsible to communicate with associated campus offices to gather and/or relay information associated with assigned financial responsibilities.
Responsible for in depth knowledge of faculty appointment process, staff appointment process, accounting and purchasing procedures, a broad knowledge of PeopleSoft data, strong ability to use enrollment and institutional data to make budgetary recommendations, projections, and decisions.
The Office of Academic Affairs – Resource Management (AA-RM) is responsible for the administration of all fiscal, human, and facility resources within Academic Affairs. This includes allocation and management of university resources for instruction, faculty salaries, non-faculty salaries, supplies & services, and equipment. Special funds such as Student Success Fee, Instructionally Related Activities, Lottery and Cost Recovery are also administered. Proposals for new academic programs, special fees, and Special Session instruction are reviewed by AA-RM.
This position is required to have a high level of computer skills (intermediate to advanced Microsoft Excel skills, proficiency in Oracle and Adaptive) and a high acumen for business process improvement. Provides financial analyses and reports on all aspects of the division’s budget. Responsible for the development of budget projections and financial models; develop and produce reports as needed.
Division Finances – Ensures the division’s financial activities are carried out in accordance with established policies and procedures. Recommends corrective and/or preventative solutions. Partners with Director of Academic Resources to execute required financial accounting tasks. Develops and provides accounting, financial analyses, and reports on all aspects of the division’s budget.
Financial Software – Maintains high level of competency in applicable financial software. Applies efficient, effective use of campus financial systems (currently Oracle Financials, Adaptive software, and Tableau) and Microsoft Excel. Develops and prepares financial statements and reports. Trains others so that financial models can be maintained.
Department Financial Reporting – Partners with Deans and personnel in appropriate campus offices to develop a deep understanding of funding sources and uses within the department. Monitor budgets closely and meet with key contacts regularly to review finances and perform continuous budget planning. Use appropriate systems and electronic tools to acquire data. Collects and analyzes necessary data and assists in the preparation of the department’s annual budget. Identify budget adjustments and transfers as appropriate.
Oversight of Academic Affairs University Operating Fund (UOF) budget as it relates to the Colleges. Responsible for on-going review, reconciliation and oversight of the College’s multiple funding sources which include UOF, Lottery, Institutional, Cost-Recovery (includes cost-shifting) Revenue (includes Student Success Fee), Federal Work Study and IRA funding. Assist Director of Academic Resources in rollout of strategic budget plan including budget cut implementation, reallocation of resources, identifying optimal usage of non UOF resources, and employing data driven metrics to make decisions. Uses course enrollments, class offerings, and faculty course load information to identify opportunities to right size the Academic Affairs instructional salary budget.
Shared Services: Works with Provost, Vice Provost, Director of Academic Resources, Deans, and college departments to identify opportunities for shared services implementation within the University, Academic Affairs, between academic units, and within departments.
Review of staff recruitments and appointments for colleges to determine alternative solutions.
Assist with oversight of funding levels for staff appointments.
Calculate and monitor costs associated with employee reclassifications and in-range progression requests to evaluate cost/benefit analysis and congruency with shared services goals.
Work with college resource managers and Deans to address and identify solutions for potential non-instructional salary budget shortfalls and department service shortfalls.
Assist Shared Services Team in identifying areas for service and process improvement, and assist with implementing identified improvements in Academic Affairs.
Undertake various one-time assignments for the Provost, Vice Provost and the Director, Academic Resources
Review and extract data from multiple sources (Analytic Studies & Institutional Research, various websites, etc.) for use by the AVPAA and Director, Academic Resources. Develop and prepare relevant reports
Maintain handbook of up-to-date procedures for position functions
Develop and produce correspondence, spreadsheets, miscellaneous documents, tables, and special format documents as needed
Incumbents must have a progressive foundation of knowledge of the principles of organization, administration and management; and the ability to analyze and find solutions to complex problems, work independently, communicate effectively, and write clear and concise reports. Incumbent must have a bachelor’s degree with a major in accounting, business administration, finance or a closely related field.
Thorough knowledge of principles, problems and methods of budget processes including advanced fiscal management skills along with math competency and accounting background. Experience applying broad and conceptual analytical skill to resolve resource concerns, preferably in academia and/or transferrable to Academic Affairs resource management.
Experience using an enterprise resource planning program for financial record-keeping, preferably Oracle Financials.
Intermediate to advanced proficiency in MS Excel and MS Word.
Ability to effectively resolve complex problems; proactively resolve conflicts, make suggestions and ask pertinent questions to facilitate productive outcomes.
Ability to accept a broad range of delegated responsibility and organize and coordinate complex tasks while handling multiple priorities. Ability to swiftly change priorities as situations demand. Requires the ability to effectively communicate and resolve budgetary, personnel, and resource issues between the Office of the Associate Vice President for Academic Affairs and Dean’s and Directors Offices, Human Resources and other University Offices. Recordkeeping
Excellent written communication skills as evidenced by a thorough knowledge of correct English grammar, spelling and punctuation.
Ability to learn and independently interpret and apply complex policies and procedures.
Demonstrated ability to establish and maintain effective working relationships within and outside the work group and serve as a liaison with other units.
Assume responsibility, use independent judgment, and project a professional attitude and appearance. Excellent interpersonal skills.
Knowledge, Skills and Abilities:
Knowledge of statistical and mathematical presentation of data.
Ability to understand and apply applicable rules, regulations, policies, and principles.
Ability to produce accurate, in-depth analytical reports; strong organizational skills and the ability to plan, coordinate, analyze, investigate and prioritize work; ability to make timely decisions under stress. Ability to work under pressure.
Ability to think analytically and intellectually in a continually changing environment including the ability to apply administrative principles consistently with minimal direction
Ability to work independently to use initiative at appropriate times, to recommend modifications or improvements to policies, and to implement those modifications.
Five years of progressively responsible public/governmental finance experience, preferably in higher education.
Experience with Oracle Financials and Adaptive Budgeting Software
Experience with data query tools (e.g., \Brio, MS Access, MS Excel, SQL, Crystal Reports, etc.)
The person holding this position is considered a `mandated reporter’ under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
Another Source works with their clients, on a retained project basis, to maximize the recruiting process.