Education & Compliance Office Manager

Strategy Development

• Develops and advances a cohesive financial education strategy that strengthens institutional stewardship, supports compliance, and promotes financial sustainability across the University.
• Ensures training programs and assessment frameworks are scalable, effective, and aligned with enterprise systems and governance objectives.
• Directs the development of training content and resources that support campus-wide financial literacy and accountability, collaborating with UCO units as well as broader university stakeholders.
• Designs and implements a university-wide financial training strategy aligned with institutional policies and Workday functionality.
• Serves as a trusted advisor to campus stakeholders, providing authoritative guidance on accounting & compliance policies and directives.
• Communicates complex financial concepts clearly, ensuring transparency and alignment across diverse audiences, including senior executives and auditors.
• Builds and sustains collaborative relationships with internal and external partners to garner alignment and stability in accounting practices across Shared Environments, Dean’s Offices, and other central administrative units.
• Develops a foundational accounting course that will serve as a prerequisite for Workday financial role access, establishing consistent baseline knowledge across all units with accounting roles in Workday.

  Leadership / Team Management

  • Provides leadership and manages the Education & Compliance Office.
  • Manages the day-to-day operations of the Education & Compliance Office, as well as guidance and oversight of projects and workflow, and general project timelines.
  • Works with a diverse group of individuals to create an inclusive environment and culture.
  • Responsible for management, staff development, career enrichment, and training.
  • Fosters a collaborative and inclusive culture, promoting knowledge sharing, accountability, and continuous professional development.
  • Ensures team establishes and adheres to best-in-class standards for developing financial literacy training materials, driving consistency and excellence across all educational initiatives.

    Program Development/Management

    • Manages institutional compliance programs, including audit remediation and financial monitoring.
    • Establishes and maintains a compliance program operations manual.
    • Leads exemption review processes and ensures alignment with university policies.
    • Establishes performance metrics and feedback loops to evaluate training effectiveness and continuously refine curriculum based on evolving institutional needs and regulatory changes.
    • Advances UCO’s deficit monitoring program, implementing enhanced review protocols and risk indicators to proactively identify and address financial imbalances.
    • Collaborates with Internal Audit to design and implement a structured process for tracking and resolving findings from audit reviews, ensuring timely remediation and strengthened institutional controls.
    • Oversees the institutional overhead assessment framework, ensuring accurate application of rates and consistent compliance across all units.
    • Leads exemption review process, aligning decisions with university policies, and curating exemption requests for executive review.
    • Collaborates with Treasury and Management Accounting and Analysis to ensure timely sharing of relevant information for use in the Internal Lending Program and rate evaluations.

    Administration

    • Ensures training and cross-training on business processes and systems.