4061 Assistant Director, Accounting and Budgeting

POSITION IDENTIFICATION

TITLE Assistant Director, Accounting and Budgeting

CLASSIFICATION NUMBER 4061

GRADE 47

CLASSIFICATION Exempt

IMMEDIATE SUPERVISOR Director of Accounting and Budgeting

GENERAL FUNCTION

The Assistant Director, Accounting and Budgeting is responsible for development and oversight of the University’s annual operating budget and preparation of the annual fee resolution, carry-forward reports, and reporting to the Board on expenditures made from the President’s carry-forward account. The Assistant Director, Accounting and Budgeting assists Deans and Department Heads with planning and projecting revenues and expenses and produces budget reports that allow departments to manage and analyze their budgets. The Assistant Director, Accounting and Budgeting supervises and assists in processing personnel forms to verify positions and budget, and maintains salary savings and the master vacancy listing. The Assistant Director, Accounting and Budgeting prepares budget transfers and journal entries. The Assistant Director, Accounting and Budgeting assists the Director of Accounting and Budgeting in budget planning and analysis activities. The Assistant Director, Accounting and Budgeting supervises accounting professionals and works with academic and administrative staff and internal and independent auditors to ensure adherence to prescribed accounting principles, standards, and procedures.

MINIMUM ACCEPTABLE QUALIFICATIONS

Education: A bachelor’s degree in accounting or a related business field with at least twenty hours of coursework in accounting is required; a master’s degree in accounting or a related business field with at least twenty hours of coursework in accounting is preferred. An equivalent combination of years of experience and education may be considered for substitution of educational requirements.

Experience: At least five years of experience in accounting, business planning or operations, or financial analysis is required. Management experience is preferred.

Certification: Certification as a Certified Public Accountant (CPA) is preferred.

Skills: High aptitude in accountancy and a good understanding of computers and their role in accounting is required. The ability to work and communicate effectively with individuals possessing varying levels of accounting and budgeting knowledge is required. The ability to develop knowledge of, respect for, and skills to engage with those of other cultures or backgrounds is required.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Prepares the University’s Internal Operating Budget by developing methods, models, and other decision support systems and establishes timelines and deadlines which assures timely submission.

2. Sets up budget phases for the budget process in budget development and salary planner, works directly with auxiliaries in planning and preparing the budget, coordinates the development of the budget book by working with professional accounting staff to enter the data and reconcile budgets, loads the board-approved budget into Banner, and manages the various budget process required in the Banner system.

3. Prepares various reports and statistical data outlining the University’s financial position in areas of income and expenditure based on past, present, and forecasted operations by overseeing the collection, organization, and analysis of financial data for the preparation of the University’s internal operating budget.

4. Maintains the accuracy of financial data by assigning correct budget numbers and expense codes, reviewing or approving transactions, properly recording transactions via journal entries, preparing or reviewing budget adjustments, researching and analyzing data regarding updates needed, updating the position control system, and preparing monthly reconciliations.

5. Updates, coordinates, and prepares the fee resolution for Board approval, maintains carry-forward by department, prepares reports on expenditures made from the President’s carry-forward account, and maintains the master vacancy listing.

6. Assists in the establishment of system-wide policies and procedures which ensure that resources are used in the most effective and efficient manner by all campuses of the University.

7. Ensures budgetary controls by reviewing expenditure totals, preparing budget entries, and reviewing and approving personnel changes.

8. Coordinates with Computer Services to obtain various reports and information as needed for position budgeting.

9. Assists in the preparation of audit workpapers.

10. Develops a competent, productive, and efficient departmental staff through supervision and delegation of duties.

11. Facilitates a work environment that encourages knowledge of, respect for, and development of skills to engage with those of other cultures or backgrounds.

12. Remains competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and/or courses as required by the Director of Accounting and Budgeting.

13. Contributes to the overall success of Financial Services by performing all other duties and responsibilities as assigned, maintaining high levels of accuracy, maintaining a professional demeanor and appropriate levels of confidentiality, and providing excellent customer service.

SUPERVISION

The Assistant Director, Accounting and Budgeting is supervised by the Director, Accounting and Budgeting and supervises professional accounting and budgeting staff.

OFFICE OF HUMAN RESOURCES

REVISED SEPTEMBER 2023

JOB FAMILY 4

Factor 1: Professional Knowledge, Skill, and Technical Mastery

Level 5.0 - 3300 Points: Knowledge of the principles and methods of an administrative, managerial, or professional field such as accounting or auditing, financial management, information technology, business administration, human resources, engineering, law, social sciences, communications, education, or medicine. Knowledge permits employee to supervise projects and/or departments using standard methods to improve administrative and/or line operations. Knowledge also permits employee to plan steps and carry out multi-phase projects requiring problem definition and modified techniques, to coordinate work with others, and to modify methods and procedures to solve a wide variety of problems. Knowledge at this level requires a Bachelor's or Master's degree with substantial related work experience, including up to two years of administrative or supervisory experience. Alternatively, this level may require a professional or clinical degree beyond the Bachelor's degree with moderate related work experience; knowledge requirements include significant levels of related work experience.

Factor 2: Supervisory Responsibility

Level 4.0 - 470 Points: Supervision of (a) a moderate number of operative, administrative support, or paraprofessional employees who do not exercise a full range of supervisory responsibilities over other full-time employees, (b) a small number of professional employees who exercise limited supervision of others, or (c) large numbers of student workers or graduate assistants, or some equivalent combination of the above. The incumbent performs a full range of supervisory responsibilities including performance reviews of subordinates. The incumbent is responsible for training, planning, and directing the work of permanent employees, and generally controls hiring decisions. Supervisory responsibilities consume moderate amounts of work time and may include general work planning tasks.

Factor 3: Interactions with Others

Level 4.0 - 500 Points: Interactions with others are somewhat unstructured. The purpose may be to influence or motivate others, to obtain information, or to control situations and resolve problems. Interactions may be with individuals or groups of co-workers, students, or the general public, may be moderately unstructured, and may involve persons who hold differing goals and objectives. Individuals at this level often act as a liaison between groups with a focus on solving particular unstructured problems. Interactions at this level require considerable interpersonal skill and the ability to resolve conflict.

Factor 4: Job Controls and Guidelines

Level 4.0 - 850 Points: The employee operates under administrative supervision and makes decisions based on broadly-stated University objectives and available resources. Administrative guidelines are expressed in terms of project or program outcomes and deadlines with few comprehensive guidelines. Decisions are based on inadequate guidelines that require considerable interpretation and force the employee to plan all phases of the assignment. Assignments may be unrelated in function and the work requires many different processes and methods and a great deal of analysis to identify the nature and extent of problems. The work may require the employee to develop new methods and to deal with many variables, including some that are unclear or conflicting. Characteristic jobs at this level may involve directing large and/or complex programs, projects, or departments in which the work cuts across functional lines or requires dealing with unprecedented issues.

Factor 5: Managerial Responsibility

Level 5.0 - 2350 Points: Work involves primary accountability for a larger department, program, or process. Work activities involve managerial decisions that directly affect the efficiency, costs, reputation, and service quality of the department, program, or process. Work affects a limited range of professional projects or administrative activities of the University, influences internal or external operations, or impacts students, faculty, and/or staff. Work activities have a direct and significant impact on the department. Work activities also have a significant effect on the efficiency and reputation of the cost center and represent a relatively major function within the cost center. At this level would be jobs in which the incumbent may have responsibility for developing budgets, distributing budgeted funds, and exercising primary control over a moderately-sized budget.