Overview
This senior-level role provides complex financial and analytical support within the Research and Education Finance management team. The position manages the development and monitoring of the annual operating and capital budgets across the organization’s research and education missions. It also oversees review of monthly financial performance and supervises day-to-day operations of the education departments.
Given the sensitive nature of the information handled, all processed and communicated material must be maintained as confidential and shared only with appropriate parties.
Responsibilities
- Manage, plan, monitor, and support the annual operating budgeting process.
- Provide financial support for collecting and processing budget data across Research, Education, and Central Research & Academic business lines.
- Develop and maintain P&Ls, Budget Status reports, and instructional level reports.
- Lead monthly variance analysis; coordinate with finance officers, CFS, and accounting to address variances.
- Balance and reconcile accounts for Academic units as needed and present information to Executive team members, Directors, Administrators, and other end users.
- Manage budget data validations and entry to ensure alignment with approved budgets.
- Serve as a financial resource by understanding department commitments, tracking commitments, and ensuring department financial goals are met.
- Prepare operating budget materials and financial forecasts using a variety of variables and scenarios.
- Support and ensure adherence to compensation plans.
- Manage, mentor, and support education financial employees by providing direction, training, setting goals, and implementing strategies to meet objectives.
- Mentor and support Research & Education mission finance department staff, including support on compliance, policies, procedures, direction, feedback, development, and procedure implementation.
- Assist in department development and maintenance of operating budget monthly variance reporting processes.
- Utilize financial systems to prepare monthly financial reports with variance analysis, recommendations to mediate negative trends, and re-forecasts based on changing business conditions.
- Monitor and track expenses, investigate variance drivers, perform reconciliations, and prepare financial statements/reports/projections.
- Provide oral and written financial advice to leadership.
- Prepare cost/benefit analyses, risk analyses, and new program pro-formas.
- Approve requisitions, journal entries, and expenditure requests; verify budgeting of expense.
- Prepare special financial reports as specified by department leadership, including maintenance of faculty funding profiles.
- Manage and track expenditures for Special Projects/Initiative Funding (30-30-30, Faculty Initiative Funding, Central Commitments, etc.).
- Work with departments to appropriately account for incurred expenses and meet regularly with objective managers to review.
- Collaborate with finance officers, directors, administrators, and others to define and allocate strategic resources; provide leadership for these funds in annual budgeting and ongoing operations.
- Manage and appraise processes and activities related to each funding source.
- Serve as a key research and education contact; communicate and assist departments with questions and requests.
- Provide oral and written advice/recommendations.
- Perform other related duties as assigned.
Required Qualifications
- Bachelor’s degree and 18 hours of accounting and/or finance courses from an accredited college or university plus 5 years of financial analysis expense.
- Highly proficient with computers, including database and spreadsheet applications.
- At least six years’ experience in financial/budget/payroll analysis. Master of Business Administration or Finance or Certified Public Accountant (CPA) may substitute for 2 years of experience.
- At least one year of supervisor or management experience.
- Ability to mentor and coach a work unit to meet organizational mission and goals; skilled in organizing resources, people, and activities; ensures collaboration and achievement of project and functional goals and targets.
- Ability to self-motivate, prioritize, and coordinate multiple projects simultaneously to achieve successful results without constant supervision.
- Communication skills with tact and diplomacy to maintain effective working relationships at all levels within the organization.
- Ability to remain professional during stressful situations.
- Proficiency with computers running Windows and PC applications (e.g., Excel, Oracle, Access, Word, PowerPoint).
- Ability to perform job duties with or without accommodation.
Preferred Qualifications
- Master of Business Administration or Finance OR Certified Public Accountant (CPA).
- At least five years’ experience, two years of which were at Oregon Health & Science University, in financial/budget/payroll analysis. Master of Business Administration or Finance or Certified Public Accountant (CPA) may substitute for 2 years of experience.
- At least one year of Oracle AIS experience.
- At least one year of experience using Cognos TM1.
- Experience using business intelligence tools.
- Experience in central funding, allocations, and state funding.
- Familiarity with Oregon Health & Science University Policies and Procedures.
Compensation & Benefits
Not provided in the job description.
Location
Remote position in a busy office environment with frequent interruptions and regular interaction with people via email, Teams messages, and calls. The employee must be able to manage multiple competing demands and occasionally difficult customer interactions.
Reasonable Accommodation
Request reasonable accommodation through the organization’s HR process.