Financial Management Services Chief of Staff

Job description

Financial Management Services Chief of Staff

Stanford University

Job Number:

Financial Manager 3 Job Code: 4458 Grade: N
Financial Management Services Chief of Staff

This role is a senior member of the leadership team for the Office of the Senior Associate Vice President (SAVP) for Financial Management Services (FMS), and functions as the chief of staff to the SAVP.

FMS's programs and services have a vast footprint in their support and service to every academic program and business unit at the university. The goals of the SAVP include continuously increasing client satisfaction with FMS services, while also improving efficiency and enhancing compliance. FMS is also charged with helping to assure the university's financial integrity and health, and leading changes which support the university's mission of teaching, learning and research.

The FMS Chief of Staff serves as the principal aide and logistics manager for SAVP by directly supporting daily and long-term activities and projects advancing the organizational agenda to ensure key programs, and initiatives meet defined objectives and expectations. The role is expected to leverage organizational savvy to advise, offer guidance, and provide organizational perspective to FMS leadership team and senior staff members in support of strategies and directions including escalating and remediating issues when needed. Confidential partner with access to material of sensitive and confidential nature.

Partners with SAVP and others to develop organizational vision and strategic and operational plans that align organizational priorities and actions in support of university-wide goals. Cultivate relationships, gain credibility with diverse constituencies, and collaborate effectively within a decentralized environment. Manages and leads significant change management efforts.

Owns development and delivery of strategic messaging and communication within and from FMS. Ensures information flow to and from the office of the SAVP via many channels (correspondence, presentation, conferences, forums, retreats, etc.). Conducts research, prepares presentations and talking points for SAVP on an array of topics and for a breadth of constituents.

Budget Management & Oversight

Responsible for the financial viability and success of the organization. Develop and deliver complex, comprehensive financial analysis, high level strategic modeling both short and long term and provide advice to senior leadership decisions. Oversee the management of the consolidated annual budget plan. Oversee system and procedure development to support financial reporting for the organization. Is the liaison to the Senior Associate Director, Human Resources, who together, recommend, track and administer the staff salary program, bonus program, and staff recognition program. Analyze staffing proposals for budget impact and organizational consistency.

Manage the direction of internal operational and administrative policy development for programs and administrative operations. Make recommendations for changes in staffing, facilities, compliance, finance, technology and/or administrative functions. Interpret, implement and ensure compliance with operational and administrative policies and procedures within FMS.

Governance Program Support

On behalf of the SAVP, develops manages the governance programs associated with FMS activities, including but not limited to Financial Management Roundtable, FMS Senior Staff, and others as defined. Collaborates with the SAVP and other campus leaders to establish annual governance agendas for senior administrative and operational leaders. Work with appropriate offices and individuals across Stanford to ensure timely discussion of strategic matters and facilitates input to policy and funding decisions.

Tracks progress of complex initiatives and projects associated with governance agenda; coordinates agendas, documents, scheduling and logistics for key committee meetings; handles complex situations and multiple responsibilities simultaneously, mixing long term projects with the urgency of immediate demands; collaborates with and achieves actionable results through others. Responsible for tracking, monitoring and follow-up on the progress of projects, action items and strategies coming from these meetings. Initiates subsequent follow-up meetings and communications with key stakeholders regarding various outcomes and action plans.

Work with members of the FMS Leadership Team and Senior Staff members to identify strategies that increase consistency of operations and experience and improve overall staff experience. Support the overall management team (all managers and directors), raise overall management-leadership competence, create greater consistency in management practice, and identify approaches to capitalize on synergies that enable work teams to collaborate in new ways to deliver expected outcomes. Direct communication of information to staff, clients, and stakeholders regarding immediate initiatives and long term organizational strategic direction and priorities.

Talent and Organizational Effectiveness

In collaboration with Senior Associate Director, Human Resources, define, facilitate, support, and document a comprehensive organizational strategy that supports the growth and development of FMS's extraordinary employees. Provide process and tools to support talent planning and development focused on growing and developing a competent and diverse leadership and management team. Oversee annual update to frameworks and strategies. Align talent strategies and approaches to organizational priorities to enable delivery of business outcomes while providing support for career planning and talent pipeline development.

Grow and develop a competent and diverse leadership and management team that can quickly resolve issues, make decisions, and respond to changes in technology and client trends. Establish a program of regular sessions and learning opportunities to enable managers to succeed in their role.

Administer planning and assessment tools for local management as well as FMS-wide to enable local managers to build teams, improve work group operations as well as to identity underlying systemic improvement opportunities. Tools and assessments include, but are not limited to, 360 feedback, talent portfolio assessment using 9 Block, succession planning, upward feedback, work group assessment, etc.

Grow and Develop the Financial Management Academy Program

Oversee administration of the annual financial management leadership program process and cohort selection process for Financial Management Academy (FMA). Oversee recruitment of participants, team configuration, secure speakers (when needed), and contribute to curriculum development to grow success of this programs and achieve greater financial competency across the university. Cultivate the growing alumni cohorts toward developing a continuous learning ecosystem. Develop, plan and host programs to refresh skills and promote continued networking of participants. Identify opportunities for campus-wide partnerships and program development.

Strategic Initiatives Execution and Support

In partnership with SAVP and FMS Senior Staff, develop an integrated strategic and operational planning process for the FMS organization. Oversee the execution of process deliverables to ensure cohesion and alignment with FMS, Business Affairs and Stanford guiding principles and objectives. Partner with the Senior Director of Strategic Initiatives, Services & Support (SISS) to execute on strategic initiatives and client success model. Cultivate a service oriented organizational culture that encourages and seeks out input from a variety of campus constituents.

Financial Management Development Across the Campus Community

In partnership with the other FMS Senior Leadership, identify opportunities for campus wide partnerships to develop and align programs; including but not limited to, the Financial Management Forum, Financial Management Academy, and (future) FMS 'diplomat' program. Collaborate with Senior Directors of SISS and Financial Systems & Reporting to leverage feedback from campus community, data analytics, and reporting to develop targeted training, evolve forum agendas, and influence FMA program curriculum to improve skills across campus community.


Location: Business Affairs: Financial Management Services (FMS), California, United States
Classification Level:

To be considered for this position please visit our web site and apply on line at the following link:

Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

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Job No:
Posted: 2/14/2019
Application Due: 4/16/2019
Work Type: