Senior Business and Fiscal Officer - 140322

About the role

The Senior Business and Fiscal Officer (SBFO) serves as the principal financial and budget analyst in support of Advancement. Serves as the chief financial advisor to the Senior Director of Advancement Business and Fiscal Affairs. On an annual basis, the SBFO will develop formal projections and budget proposals as part of the budget call. The SBFO is responsible for developing and maintaining statistical and historical analysis on Advancement's budget to determine revenue and expenditure trends, as well as performing needs assessments to identify priorities, research problems, formulate innovative alternatives, and make appropriate recommendations to guide management decisions.

Responsibilities

• Develops and maintains statistical and historical analysis on Advancement's budget to determine revenue and expenditure trends.
• Conducts complex and comprehensive budgetary and financial analyses of campus and systemwide policies, state legislation, and special initiatives related to Advancement including debt financing, revenue generation, staffing and program budgets, and space allocation and utilization.
• Provides strategic recommendations for the development, interpretation and implementation of policies, procedures and mechanisms to ensure Advancement financial accountability and fiduciary responsibilities are met for Advancement's $53 million annual budget.
• Designs, implements, allocates, and monitors the budget for Advancement units, including providing advice on the strategic use of available resources and providing counsel to the various AVCs/unit heads receiving allocation from the development budgets.
• Ensures fiscal closing process for Advancement Business Office, including VC deadlines and final reports, and performs financial year end and project-end close.
• Verifies account balances and carries over balances, requests any needed carry forward actions.
• Serves as a campus-wide subject matter expert for Oracle Reports, consolidates Advancement-wide reporting in Oracle to ensure the financial integrity of the annual budget, reviews and evaluates data, identifies issues, and makes recommendations to senior leadership on adjustments needed.
• Makes recommendations that enable best practices and improve business effectiveness, recommends changes to policies and establish procedures that affect cross-functional areas, and provides best practice Oracle reporting training to other areas across the campus.
• Prepares periodic and ad hoc financial reports for both departmental and campus constituents.
• Performs complex administrative analysis concerning Advancement's budget and financials, internal controls and administrative policies, procedures and practices to ensure adherence to UC policy and best practices.
• Audits and researches all financial transactions to ensure proper control and handling of $53 Million annual budget.
• Provides advice and training for unit managers on staffing, budgetary, and financial matters, and staff training on the topics of budget and financial management, internal controls and policy.
• In collaboration with the Director, Business, Fiscal Affairs, trains and assigns work to new and continuing employees. Provides daily work direction to Financial Analyst 2 while assigning, distributing and reviewing assignments on a regular basis. Provides input for performance evaluations on assignments to junior employees.

Qualifications

• Advanced knowledge of finance policies, practices, and systems.
• Expert skills and in-depth knowledge of principles and practices of fiscal planning and analysis, budgetary systems and organizational management.
• Comprehensive knowledge of not-for-profit financial reporting systems sufficient to comprehend Budget, Financial, Staffing and Payroll/Personnel and Student information systems.
• Graduation from college with a major in economics, business administration, political science, or an allied field, and progressive professional experience in fiscal analysis or administration; or an equivalent combination of education and experience.
• Ability to identify, collect, and analyze information from multiple sources.
• Strong demonstrated experience in forecasting; managing complex, cross-functional resources; identifying opportunities; and developing innovative long-term strategies.
• Proven ability to analyze complex fiscal issues and information, recognize potential impact, identify alternative solutions and creating strategies to solve them.
• Advanced ability to effectively present complex finance related information both verbally and in writing in a clear and concise manner.
• Demonstrated advanced skills in analyzing large quantities of complex budgetary and financial data, extracting and summarizing critical components of the database, data validation and compiling managerial reports in a variety of formats.
• Demonstrated ability and work experience in producing high quality, complex written reports, and other documents, that effectively communicate in a clear, organized and concise manner to senior campus management and others.
• Proven ability to collaborate and communicate effectively and diplomatically with all organizational levels, both orally and in writing.
• Ability to develop and conduct effective training sessions.
• In depth ability to use multiple spreadsheet and database software tools to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
• Advanced computer technology skills and problem-solving in financial modeling, analysis, budgetary management, and other administrative functions and situations.
• Advanced interpersonal skills at all levels within the organization; advanced service orientation and critical thinking skills; and attention to detail.
• In depth ability to use organizational skills to multi-task in a high volume environment. Excellent interpersonal skills and employing tact, diplomacy and flexibility.
• Demonstrated experience in representing the best interest of senior management and the organization at all times.
• Performs independently with minimal direction in unstructured situations and apply creativity and originality in problem solving.
• Ability to prioritize heavy workload, meet deadlines, cope with peak workload periods and apply creativity and originality in problem solving.
• Ability to design, adapt, implement or evaluate new procedures, systems and reports.
• Proven ability to make incisive, coherent presentations, and respond to rapid questioning on difficult issues. Must possess excellent critical thinking ability to analyze information, situations, problems, policies and procedures and to formulate logical and objective conclusions.
• Ability to adapt to changing priorities.
• Ability to function as a member of a team. Advanced knowledge and ability to work effectively and participate in teams and workgroups. Experience in leading and participating in cross functional teams.
• Ability to successfully establish and maintain positive and goal-oriented working relationships with a diverse population.
• Advanced knowledge and understanding of internal control practices and their impact on protecting University resources. Ability to perform detailed audits of budget, staffing and fund transfer data to ensure policy compliance and accuracy.
• Ability to maintain confidentiality and exercise discretion.
• Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports. Advanced skills in applying computer technology as a problem-solving tool in financial modeling, analysis, budgetary management, and other administrative functions and situations.
• Demonstrated, advanced knowledge of various computer software programs, such as Oracle Enterprise; ability to understand and utilize strengths of computer systems.
• Demonstrated competency and commitment to equity, diversity and inclusion.
• Demonstrated ability to apply and model the Principles of Community in all interactions.