Essential Functions and Responsibilities: Provides direct support to the Provost and Vice President for Academic Affairs in the development, planning, and implementation of program, department, college, and division budgets.
Coordinates and provides a leadership role in the annual budget preparation process, including departmental requests for fee adjustments and analysis of unit spending plans.
Responsible for developing, communicating, executing, and monitoring the University budget in concert with university strategic plans and goals.
Serves as a resource to University administrators for problem resolution and budget implementation issues.
Conducts and/or evaluates financial projections, modeling, or other analyses in support of decision-making and planning.
Develops and maintains budget systems; prepares cost projections and justifications for budget increases and additions; identifies funding sources, reviews budget proposals, and distributes budget information.
Monitors Current General Fund, select Current Designated Funds; advises University constituents regarding budget processes, issues, and opportunities as appropriate.
Ensures continuous improvement and review of the budget process, including budget methodology and reporting, by utilizing existing and emerging techniques and technologies.
Enters transactions into Banner; makes all changes and/or builds codes as needed; prioritizes entry of actions; verifies accuracy in a timely manner; tracks and manages position requests from initiation through filling of position; runs custom processes and reports in Banner to allocate workload for faculty assignments.
Extracts faculty assignments from Banner to the FLAC module includes part-time faculty, overloads, and full-time faculty summer assignments. Works with department chairs to verify full-time faculty workload for workload reports; and troubleshoots and addresses FLAC processing issues.
Processes ODHE fee requests via portal. Reconciles revenue share invoices for payment.
Instructs constituents in proper procedures to complete and submit forms and/or other documents; updates constituents on new procedures. Prepares and processes various documents of a confidential and/or sensitive nature; coordinates special projects and provides information to administration.
Performs a variety of calculations to ensure the accuracy and integrity of information entered into Banner; calculates corrections, and revisions as needed; and processes labor redistributions as needed.
Represents the Provost as liaison to the University community and external constituents regarding Academic Affairs budgets and budget management issues.
Develops proposed budget policies and related procedures. Maintains the integrity of budgetary records and automated systems, including access authorizations and availability of data. Provides reports and executes requests for financial data.
Acts as liaison between Human Resources and the Office of Academic Affairs on issues related to personnel salaries, hiring, promotions, and job changes; reviews and approves Academic Affairs' position requests and various other authorization transactions, verifying funding availability, and account accuracy.
Develops and implements decision support systems, including pro forma budget analyses, assessments, financial projections, reports, and planning models. Utilizes same to evaluate University projects, strategic plans, programs, and operating units (revenue and non-revenue generating).
Supports development of strategic plans by collecting, organizing, and analyzing financial and statistical data regarding past, present, and forecasted operations and activities.
Prepares budget presentations as required; prepares and delivers presentations to university constituents as needed.
Supports training of the university academic community regarding budgetary procedures, processes, and systems.
Interacts with all university constituents as needed on budget related matters.
Other Functions and Responsibilities: Serves on various University committees as necessary and as assigned.
Assists with training new hires.
Performs other duties as assigned and/or required that are within the level of responsibility for this classification at the discretion of the supervisor.
Equipment Operated: Computer and all other standard office equipment.
Work Schedule: Typically, Monday through Friday.
Primary Location: Youngstown
Supervision Exercised: May exercise supervision over student employees.
Reports to: Provost & Vice President for Academic Affairs
Required Certifications, Training, and/or Licensures: None
Sponsorship and/or Work Authorization Status: This position is not eligible for sponsorship.
Knowledge, Skills, and Abilities:
Knowledge of: Management theory, organizational structure; University policies and procedures*; office practices and procedures; department/division goals and objectives*; department/division policies and procedures*; workplace safety practices and procedures*; English grammar and spelling; records management; office management; project management; and knowledge with Ellucian/Banner tables.
Skill in: Use of office equipment; typing, data entry; computer operation; proficient in use of Excel spreadsheet software and other programs applicable to the assigned department/division*.
Ability to: deal with problems involving several variables within familiar context; define problems, collect data, establish facts, and draw valid conclusions; determine material and equipment needs; calculate fractions, decimals, and percentages; compile and prepare reports; use proper research methods to gather data; understand a variety of written and/or verbal communications; prepare accurate documentation; maintain records according to established procedures; travel to and gain access to work site; effectively interact with personnel and public to answer routine questions; train or instruct others; move quickly and effectively from one tasks to another; work independently and in a team environment; develop and maintain effective working relationships.
(*) Developed after employment.
Minimum Qualifications: At least a bachelor’s degree in accounting, finance, business administration, or a relevant field; five or more years of experience in financial management, budget planning and analysis, or related area(s); experience administering budget processes; and experience with financial/budget management systems, financial software, spreadsheet applications, PowerPoint, and Microsoft Word.
Preferred Qualifications: Experience in higher education administration and/or finance. Knowledge of higher education organizational structure. Banner experience.
Physical Requirements: In accordance with the U.S. Department of Labor physical demands strength ratings, this position will perform sedentary work.
Sedentary: work involves exerting up to 10 pounds of force occasionally or a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs may be defined as Sedentary when walking and standing are required only occasionally, and all other Sedentary criteria aremet.
