Position Information

Position Information

Present Position Number FP546W Role Code Title Prof/Lecturer/11-12Mth Position Title Financial Systems Specialist Position Summary

The Financial Systems Specialist is responsible for designing and developing a training program for the university’s Banner financial ERP system and other financial software systems, developing financial reports for Financial Operations, and performing financial reconciliations between the state system and the university’s financial system. In addition, the position is charged with managing a project to update and maintain the Financial Operations Department Procedure Manual in an electronic format and serving as backup to the Financial System Accountants on as needed basis by auditing documents, keying transactions into Banner and scanning and indexing documents.

Core responsibilities include (but not limited to):

• Researches training programs at other institutions, analyzing available training and documentation tools, selects appropriate training methods and designs and prepares classroom training, online training, job aids, etc. Plans, coordinates and conducts all financial system training to enable employees to gain the knowledge and skills necessary to perform the various jobs that make use of the University’s financial systems. Research system upgrades to ensure that training materials remain current. Updates training materials including online sessions to reflect system or procedural changes.

• Monitors procedures to determine that new or revised procedures are developed and written as processes or requirements change. Coordinates all aspects of the project with appropriate departments to ensure the Procedure Manual represents current processes.

• Develop financial reports (using reporting tools such as SQL, Discoverer and Qlik) for the Financial Systems department that will be used for data analysis and create reports for testing validation in the various financial systems. Maintains a thorough knowledge of the database, table structure and reporting tools. Ensures that data is fed accurately to finance from other systems.

• Manages the Tier III appropriation transfer schedule and will impact cash management by initiating cash drawdowns from the Commonwealth Department of Accounts. Performs expenditure and cash reconciliations for the required certification to the Department of Accounts that states the accounting records for William & Mary have been verified and reconciled to the Commonwealth’s Cardinal system.

Required Qualifications

EDUCATION:
Bachelor’s degree in accounting, finance, business or a related field or the equivalent combination of education and or experience directly related to the position.

COMPETENCIES:

• Familiarity with Governmental Accounting standards board (GASB) and working knowledge of Generally Accepted Accounting Principles (GAAP).

• Strong proficiency with a variety of software applications to include an automated accounting software program, or ERP – finance module. Strong working knowledge of MS Office (Excel, Word and Power Point).

• Strong analytical, computational and quantitative skills, with demonstrated skills with reporting tools such as SQL, to extract, analyze and produce customized reports.

• Strong platform skills and comfortable delivering presentations in a classroom setting and through video recording.

• Accurate, detail oriented with the ability to work independently, exercise tact and diplomacy while using sound judgment in performing responsibilities.

• Excellent interpersonal, oral and written communication skills.

• Strong organizational skills with the proven ability to manage multiple and competing priorities within specific deadlines.

EXPERIENCE:

• Demonstrated experience working in an accounting or financial analyst position.

• Experience working with an automated accounting software program.

• Proven experience using reporting tools in creating customized reports.

Preferred Qualifications

EXPERIENCE:

• Experience with Banner (Finance module) or other comparable ERP (module-based), system is highly preferred.

• Experience delivering training in a variety of formats is highly desirable.

• Familiarity with Commonwealth of VA policies and procedures governing financial operations is desirable.

• Accounting experience in higher education is preferred.

Advertised Pay Range Commensurate with experience Department General Accounting - 442000 Location William & Mary University Salary Range

U09 Job Open Date 01/17/2019 Review Begin Date Job Close Date Open Until Filled Yes Employment Category Professional FT Position Term 12-Month Special Application Instructions Conditions of Employment:

This position is subject to additional hours beyond the typical work day/week, to include evenings and weekends as needed to meet the business needs.

EEO Statement

The College of William & Mary values diversity and invites applications from underrepresented groups who will enrich the research, teaching and service missions of the university. The College is an Equal Opportunity/Affirmative Action employer and encourages applications from women, minorities, protected veterans, and individuals with disabilities.

Background Check Statement

The College of William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check.

Supplemental Question

Required fields are indicated with an asterisk (*).

Supplemental Documents Required Documents

1. Resume/Curriculum Vitae
2. Cover Letter

Optional Documents

1. Other Doc
2. Other 2