Position Information

Position Information

Posting Number
S-3934

Position Number
00140

Type of Recruitment
External

Position Title
ASSOCIATE DIRECTOR / FINANCIAL PLANNING & BUDGETS

Position Summary

Responsible for financial planning and budgetary matters that arise in the absence of the university budget officer/assistant to the president for strategic planning (UBO) and supports a wide range of financial planning and budget-related matters. This position plays a lead role in budgetary support for the campus community and manages collaborative working relationships and relevant oversight with other campus departments. Additionally, this position assists in the establishment or revision of major objectives and policies in the areas of financial planning, budgeting, resource allocation, training and support, and provides supervision over assigned staff in the Office of Financial Planning and Budgets (FPB).

Required Qualifications

Bachelor's degree, preferably in accounting, finance, or a related field.
Four years of relevant professional experience with at least one year in a management role.
Demonstrated supervisory experience.
Demonstrated experience with advanced financial analysis.
Ability to project a positive image.
Ability to develop and maintain positive interpersonal skills.
Effective verbal and written communication skills, including the ability to effectively present to groups.
Demonstrated organizational skills, problem solving skills, and administrative abilities.
Demonstrated ability to work in a team-based environment.
Demonstrated commitment to ensuring that members of the university community can thrive.

Preferred Qualifications

Master's degree, preferably in a business-related field or general administration.
Demonstrated experience working in a higher education environment.
Demonstrated experience working with collective bargaining agreements and assisting with contract negotiations.
Familiarity with various university budget models including centralized, decentralized, and hybrid models.
Demonstrated experience utilizing a complex Enterprise Resource Planning (ERP) system.
Demonstrated ability to maintain positive interpersonal relationships with students, faculty, staff and peers.

Duties & Responsibilities

Responsible for financial planning and budgetary matters that arise in the absence of the university budget officer/assistant to the president for strategic planning (UBO).
Plays a leadership role in the preparation and/or review, and ongoing monitoring of the University Operating Budget (general fund, non-general fund, and deferred maintenance budgets).
Manages collaborative working relationships with campus departments.
Develops, refines, and documents operational procedures.
Reviews, identifies, and openly discusses current one-time funding sources (e.g., gift/donor funding) available to applicable campus stakeholders to alleviate requests for funding from the general fund.
Oversees and prepares multi-year financial planning models to inform university decision making for areas such as tuition rates and fee recommendations.
Oversees the job posting approval process as vacancies occur throughout the year.
Supervises departmental staff as determined by the UBO.
Provides guidance to departmental staff members that monitor the position control function (creations, eliminations, changes, and vacancies) of all staff positions across the general fund.
Provides guidance to departmental staff that monitor all university fees in accordance with CMU policies/procedures (creations, eliminations, and changes).
Assists the UBO with the annual state budget request, reports, and other ad hoc analysis throughout the year to support government relations' efforts in Lansing.
Prepares and oversees all state compliance reporting documents, including all items on the State of Michigan's budget transparency reporting website.
Reviews financial documents for the State of Michigan's Higher Education Institutional Data Inventory reporting.
Supports the UBO in the development and submission of the State of Michigan's capital outlay process.
Assists in ensuring compliance with CMU policies and applicable state and federal guidelines and laws.
Assists the UBO with the university's new initiative request process and when necessary, the budget reduction and reallocation process.
Works closely with the UBO to reconcile annual university subsidies for subsidized auxiliary centers.
Actively participates in collective bargaining with staff groups.
Works with departmental staff, the UBO, and Human Resources on multi-year financial modeling of all economic provisions of collective bargaining agreements and non-bargaining group proposals.
Creates and updates training materials and provides training opportunities for campus constituents.
Ensures all year-end funding entries occur by the stated timeline.
Responsible for financial oversight of Go Grant initiative expenditures.
Reviews monthly departmental reconciliations for the operational activity in cost centers managed by FPB.
Reviews and maintains the FPB website and budget transparency website when other staff members are not available.
Works closely with Accounting Services on university transfers that FPB oversees throughout the year as well as troubleshooting budget versus actual reporting questions.
Works closely with the Academic Planning and Analysis department on key statistical analyses.
Works closely with Information Technology to implement various software solutions and/or develop in-house solutions.
Serves on university committees and teams as needed.
Manages other special projects as assigned.

Supervision Exercised

None.

Message to Applicants

You must submit an on-line application in order to be considered as an applicant for this position.

Cover letters may be addressed to the Hiring Committee.

Applicants are strongly encouraged to submit letters of recommendation. If you wish to include recommendation letter(s) that are not required, please utilize the Recommendation Letters upload field.

If there is another applicable document you wish to include that is not required, please utilize the Other Document (1) upload field.

Employee Group
Professional & Administrative -Salary

Staff Pay Level

Pay Range
$83,000 - $92,000 per year

Division
Finance and Administrative Services

Department
Financial Planning & Budgets

Position Status
Regular

Position End Date

Employment Status
Full-Time

FTE
1.00

Position Type
12 month

Weekly Work Schedule
Mon-Fri, 8:00 a.m. - 5:00 p.m. / weekends and evenings as needed

Location
Mount Pleasant, MI

About the Department