Title: Director, Budget and Planning, Finance and Campus Services
The director to both the Chief Financial Officer (CFO) and Vice President for Campus Services, the director of budget and planning for finance and campus services is directly responsible for an extensive range of administrative and financial matters of institutional importance. The scopes of these matters are on behalf of the CWRU Officers and their direct reports and include operational (day-to-day), strategic and portfolio needs for the university. The director recommends defined strategic initiatives for the CFO and Vice President for Campus Services and is accountable to successfully execute their implementation. The director provides leadership and management to the divisions’ [both finance and campus services] administrative operations ensuring efficient and effective operations and direct all budget and financial planning and reporting for the divisions as needed. Serve as the divisions’ primary strategic liaison with university and community constituencies.
The director is responsible for the development of the agenda and supporting material for Audit and Finance Committee meetings of the Board of Trustees which requires collaboration with University staff, independent auditors and internal auditors to prepare meeting agendas, and compile meeting materials and presentations. The director works directly with committee chairpersons to write their presentations for the full board. The director will also prepare the finance report to the Executive Committee of the Board of Trustees.
The director is the primary financial and administrative officer for the division of Campus Services. In this capacity he/she will work with the VP for Campus Services in developing, organizing, managing and monitoring all budgeting and financial activities within Campus Service departments. Also serves as Campus Services’ primary liaison to HR with regard to processing of employment requisitions, salary adjustments and recommendations of compensation matters.
The director is responsible for the development, forecasting and monitoring of approximately $50 million of auxiliary revenue based budgets with bottom line P&L responsibility to assure positive cash surplus on an annualized basis. Responsible for long term financing and adequacy of debt structures (e.g. credit profile, adequacy of debt service coverage, structuring of capital replacement reserves, etc.).
1. Responsible for operational excellence for the division and supporting the university’s mission.
2. Prepare agenda, meeting documents, including action items such as resolutions, and minutes for Board of Trustee’s Audit and Finance Committee. Prepare respective committees chairman’s report for full Board meeting.
3. Resolve financial matters for executives in Adelbert Hall.
4. Advise CFO and VP for Campus Services on strategic administrative policy and procedural matters.
5. Advise/assist President’s office with processing of financial transactions.
6. Direct administrative, budgetary, fiscal assistance and financial planning for division of finance, the Campus Services organization and UGEN including the administration of all special funds (e.g. endowment, restricted, funds held by others (FHBO), etc.)
7. Recommend strategic organizational design and development to effectively accomplish the division’s goals and objectives. Formulate policy and procedures, and implement institutional plans.
8. Resolve administrative, budgetary and financial issues on behalf of the CFO and VP for Campus Services. Identify and recommend solutions to the CFO and VP for Campus Services on significant issues that jeopardize the achievement of objectives and those which are not being addressed adequately at the department or division level. Provide advice and consultation on strategic administrative policy and procedural matters.
9. Plan and manage high-level projects, frequently involving senior officers of the university.
10. Design and implement training courses for university to more effectively understand business policies and promote the adherence to internal controls.
11. Responsible for human capital planning for finance and campus services to ensure a comprehensive roster of professionals. Recruit candidates as needed and develop a succession planning program for all key positions. Responsible for on boarding of all key positions including space management, system access, and resource deployment.
12. Responsible for enhancing internal controls across UGEN which includes the assessment of risk, performing of internal control reviews, preparation of recommendations and finally the implementation of recommendations.
13. Represent the university in negotiations and other financial and administrative collaboration with external constituencies.
14. Provide financial leadership and direction to the university-wide preparation and maintenance of financial reports as required by law and are otherwise necessary to carry out the functions of division. Identify and interpret legal requirements and government regulations for financial reporting, and approve and ensure information reported is in compliance.
15. Plan and prepare periodic reports to top management and the Board of Trustees as requested or required in particular the preparation of a corporate business calendar against which key business activities are scheduled such as the capital budget, operating budget and compliance filings.
16. Execute contract management for the division of finance. Select and engage the use of financial consultants and counsel.
17. Establish consultant’s security access to systems and facilities.
18. Prepare quarterly and multi-year forecast and assess the adequacy of operating and capital resources including determine staffing needs.
19. Conduct strategic planning for the division and the university, execute activities across divisions and schools, and evaluate plans and/or changes to plans to ensure operational results. Advise the CFO, the VP for Campus Services and other officers of the university.
20. Administer and facilitate the development and management of the division’s budgets, and effectively and efficiently ensure that planned financial and operational goals and objectives are met or exceeded.
21. Inform and advise CFO and VP for Campus Services of current trends, issues and activities as related to Finance and Administration.
Perform other duties as assigned.
Department: Daily contact with the CFO, VP for Campus Services, executive aide and direct reports. Regular contact with all divisional vice presidents, support services’ departments and auxiliaries.
University: Regular contact with all executive offices and officers across the university, Deans’ offices at academic management centers and other vice presidents/staff. Board of Trustees (e.g., Finance, Audit and Executive Committee).
External: Regular contact with the university’s partners (i.e. Uptown development) and subsidiaries (i.e. Triangle LLC), outside vendors, contractors and consultants.
Students: As necessary with undergraduate, graduate and professional students.
This position involves supervision of an executive aide, an Accountant 1, a Department Administrator 2 and a Systems Analyst.
Experience: 10 years financial, operational and board support experience, preferably at a college or university. Demonstrated experience staffing a Board of Trustee Audit and Finance Committee. Demonstrated experience in managing the financial operations of an auxiliary of similar size and complexity.
Education: Bachelor's degree required; prefer M.B.A. and/or C.P.A.
1. Must have a solid understanding of and/or work experience in higher education finance and administration.
2. Ability to analyze problems and develop creative solutions to complex financial and administrative issues.
3. Ability to interact in a professional, efficient manner with Board members, especially in preparing Committee Chair Board reports.
4. Formulating policy, and developing and implementing new strategies and procedures.
5. Demonstrated leadership, organizational, administrative and planning skills.
6. Proven negotiation skills.
7. Excellent written and oral interpersonal skills (including the ability to communicate effectively and make presentations to large groups) and the ability to work effectively with a wide range of constituencies in a diverse community. Proficiency in MS Office applications.
8. Ability to take initiative and produce results in a dynamic and fast-paced environment.
9. Flexibility to adapt to changing needs and diverse responsibilities.
10. Proven professional demeanor with tact, courtesy, diplomacy and confidentiality.
11. Customer service orientation.
12. Proficiency with Microsoft Office applications (Word, Excel, PowerPoint).
13. Prefer experience with Visio, Outlook and Access and other productivity applications
14. PeopleSoft Financial, Budget and HCM.
Typical office environments.
In employment, as in education, Case Western Reserve University is committed to Equal Opportunity and Diversity. Women, veterans, members of underrepresented minority groups, and individuals with disabilities are encouraged to apply.
Case Western Reserve University provides reasonable accommodations to applicants with disabilities. Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office of Inclusion, Diversity and Equal Opportunity at 216-368-8877 to request a reasonable accommodation. Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.
CWRU offers a flexible benefits package including tuition waiver for employees and dependents; Respond in confidence, including salary history : CASE WESTERN RESERVE UNIVERSITY, Human Resources Job Code #3802 apply to:jobs.case.edu