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GENERAL SUMMARY OF POSITION:

Directly reporting to the Assistant Vice Chancellor for Administration and Finance, this position will work collaboratively with managers in the areas of general accounting, financial information systems, budget, post-award research accounting and other areas to actively analyze financial information and assist in developing financial reporting tools.  This position will also review existing policies and procedures, ensuring operations run efficiently and effectively.  The incumbent will be expected to evaluate current reporting capabilities and work in concert with other departments to provide insight regarding data collection processes and analysis to further enhance reporting capabilities.

MAJOR RESPONSIBILITIES:

• Collaborate with Finance staff of all UMMS Business Units, as well as with internal and external stakeholders supporting the financial operations of UMMS.
• Review monthly, quarterly and annual financial statements for senior management and the University as required. 
• Analyzes financial information through the use of queries, spreadsheets, databases and other reporting tools for trend analyses, forecasts and financial ratios in conjunction with the budget office and other university entities.
• Proactively analyzes and interprets key performance metrics, and statistical, financial and accounting information. Identifies and communicates trends, patterns and events that may be of interest or concern to leadership.
• Supervise the payroll and bursar’s office staff (hiring, training, performance management, evaluation and mentoring).
• Review current policies and practices related to payroll and develop reporting package for executive management.  Partner with Human Resources to support payroll operations.
• Review, develop, recommend and interpret School Fiscal policies and give direction in implementation of these policies.
• Possess the ability to analyze systems and processes in order to maximize operating efficiency and improve customer service while maintaining compliance with established policies.
• Participate in the administrative budget review and long range planning processes, acting as financial liaison providing analyses and information to management in support of these processes.
• Provide technical, informational and problem solving assistance to the Assistant and Associate Vice Chancellors of Finance and Administration.
• Keep current on new reporting requirements and regulations by studying relevant journals and attending professional seminars.  Provide technical expertise on any emerging accounting and financial reporting requirements and regulations. 
• Ability and/or commitment to working with faculty, staff, and students from diverse backgrounds in an inclusive, welcoming environment. Ability to effectively work and communicate with individuals from varied cultural backgrounds.
• Promote a culture of high performance and continuous improvement that values learning and a commitment to quality.
• Establish and monitor staff performance and development goals, assign accountabilities, set objectives, establish priorities, conduct annual performance appraisals, and administer salary adjustments.
• Mentor and develop staff using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities; and monitor and evaluate results.
• Other responsibilities as assigned.

ESSENTIAL FUNCTIONS:

• Provide project management and develop financial models to support multi-year forecasts and strategic projects.
• Prepare reports for external audiences (e.g. Board of Trustees) that summarize succinctly and present a clear picture of budgeted operations (revenue/expenses) and other financial information as requested
• Establish effective and consultative relationships with researchers, administrative staff. Create a service-oriented financial team that works closely with UMMS staff to understand and effectively address the needs of the organization.
• Remain current on nonprofit and governmental financial best practices and state and federal law regulations regarding nonprofit and governmental operations.

REQUIRED QUALIFICATIONS:

• MBA or professional designation such as a CPA or CMA
• 5-7 years’ experience of progressively responsible experience in an accounting or finance environment
• 3 years of management experience
• Excellent interpersonal, verbal and writing skills.
• Ability to present and communicate effectively with all levels of management

PREFERRED QUALIFICATIONS:

• CPA Certification