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Budget Coordinator

Employer
University of Massachusetts Dartmouth
Location
North Dartmouth, MA

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Administrative Jobs
Institutional & Business Affairs, Business & Financial Management
Employment Type
Full Time
Institution Type
Four-Year Institution
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Job Details

Budget Coordinator

Job no: 499691
Work type: Staff Full Time
Categories: Other Staff Positions

OFFICIAL JOB TITLE: Budget Coordinator

DIVISION: A & F

DEPARTMENT: Budget Department

BARGAINING UNIT STATUS: ESU, Cat. 15

FLSA STATUS: EXEMPT

EEO STATUS: 3.1

JOB CODE: 025

REPORTS TO: Budget Director

SUPERVISES: Budget Coordinator exercises direct supervision of the budget office staff.

Salary: https://www.umassd.edu/media/umassdartmouth/human-resources/policieslawsunion-contracts/ESU-Salary-Range-2018-2019.pdf

SUMMARY PURPOSE OF POSITION: The Budget Coordinator manages the administration of the campus operating budgets throughout the annual budget cycle. Prepares routine and ad-hoc reports, analyzes financial data, and develops and maintains necessary information resources (both computerized and reported). The incumbent works closely with campus budget staff and interacts with President’s Office and financial staff. Provides financial management information to the Budget Director in support of University short and long-term financial planning activities/goals. The incumbent works as part of a budget team to provide timely and accurate analysis and information as well as excellent customer service. Follow the University’s best practices to build and/or support student academic success and retention and assist in meeting strategic objectives for persistence and timely graduation of all the student population.

EXAMPLES OF PRIMARY DUTIES AND RESPONSIBILITIES:

Transactional:

  • Oversees ongoing budget transactions for campus.
  • Establish budgetary accounts, setting up reserve accounts, reporting/explaining expenditures to budgetary managers, and producing reports upon departmental request.

    • Budgetary:

  • Coordinates and collaborates with each relevant department regarding all budget issues including but not limited to development, projections, tracking and monitoring of budgets. Retain, review and maintain related documentation.
  • Assists in the development of the annual operating budget using historical expenditure levels and overall budgetary assumptions both internal and external, and other methodologies developed by the Administrative and Fiscal Services department. Maintains documentation used in the development of the operating budget.
  • Participates in the annual campus based internal budget process.
  • Participates in campus/systemwide wide budgeting activities.
  • Compiles and analyzes departmental budget submissions.
  • Oversees and participates in the input of departmental budgets to computerized accounting system.
  • Serves as campus resource for budget issues.
  • Monitors capital expenditures against an annual DCAM allocation budget.
  • Establish reserve accounts for expected expenditures.
  • Provide departmental budget information for campus and regulatory presentations.

    • Reporting

  • Verifies the accuracy of and interpret financial data with computer systems and in consultation with campus and central administration financial and budget staff.
  • Gathers information and prepare analyses for presentation to management on historical budget, financial and other information.
  • Generates, reconciles, and distributes monthly budget reports.
  • Tracks operational, special account and capital budgets. Produces monthly budgetary reports showing departmental performance using PeopleSoft, Axiom budget software, and/or other University budget systems.
  • Alerts Director and works with budgetary managers in areas where over spending has occurred.
  • Creates monthly budget updates through PeopleSoft, performs various budgetary functions to relate reports to departmental budget.
  • Prepares standard and ad hoc management reports.
  • Participates in the development of quarterly financial reports and 5-year projections.
  • Assists in the development of management narratives and statistical reports.
  • Prepares and delivers oral presentations when necessary.

    • Data Management

  • Develop & maintain databases for summarizing, information at account, department, campus, and University levels for monitoring actual performance against budgets.
  • Maintain and review budget data on University financial systems (PeopleSoft Financial, SUMMIT, Axiom, and Human Resources Systems).
  • Collaborates with other professional and classified staff on system related issues.
  • Actively engaged in the planning portion of the PeopleSoft budget module. Works with the Central UITS to define and detail the needs of the Budget Office from PeopleSoft and AXIOM.
  • Provide campus wide training relating to University Financial Systems, and other University business models as needed.

    • Analytical

  • Analyzes monthly financial reports and prepares executive level summary for management.
  • Prepare Ad hoc analysis / reports as needed.
  • Develops complex financial reports for forecasting, trending and results analysis. Analyzes complex financial data and extracts and defines relevant information, interprets data for determining past financial performance and / or to project financial forecasts.
  • Prepares scenarios to identify implications of budget assumptions.
  • Performs fiscal and statistical analysis of key aspects of university budgets as needed.
  • Researches trends within the higher education environment, to determine any financial implications and impacts on the organization.
  • Analyzes budget patterns and project expenditures.

    • Procedural

  • Participates in the formulation of budget policies and procedures.
  • Recommends changes to existing and approved policies for adherence to compliance with campus and State policies and procedures.
  • Develop standard operating procedures for assigned duties.
  • Work with IT staff to implement system modifications.

    • Other

  • Assume a leadership role in the development of unrestricted funds budgets.
  • Coordinate communications and activities in response to requests for financial information from the University President’s Office.
  • Provide updates to Budget Department web site as needed.
  • Analyze, reconcile, and develop procedures for reporting variances to appropriate departments or staff.
  • Research, and report on grants and project spending as needed.
  • Other duties as assigned

    • MINIMUM QUALIFICATIONS:

    EDUCATION: Bachelor’s degree in accounting, finance or related field.

    EXPERIENCE: Significant (over 5 years) progressively responsible experience developing, projecting, analyzing and monitoring budgets of large institutions.

    OTHER: Must be available to work evenings or weekends as projects dictate. Off campus travel as needed.

    KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Extensive knowledge of budgeting and accounting principles.
  • Proficiency with Excel.
  • Ability to interpret complex data and information without supervision.
  • Ability to supervise and coordinate the work of others.
  • Ability to become proficient in other microcomputer applications (databases and data retrieval and reporting software).
  • Excellent oral and written communications skills and ability to communicate effectively with all levels of management.
  • Detail oriented with excellent organizational skills.
  • Ability to work on multiple projects simultaneously.

    • PREFERRED QUALIFICATIONS:

  • Master’s Degree
  • Knowledge of PeopleSoft Financial Modules.
  • Budget Experience in a public institution of higher education.

    • Applicants must be authorized for employment in the U.S. on a full time basis. Employment-based visa sponsorship not available.

    To apply please submit a letter of interest, current resume and the contact information for three professional references.

    The deadline for INTERNAL applicants is May 23, 2019. The review of applications will begin May 24, 2019.

    April 26, 2019

    Advertised: 09 May 2019 Eastern Daylight Time
    Applications close:

    Organization

    Located on the Massachusetts south coast, only a short drive from Cape Cod, Providence and Boston, the University of Massachusetts Dartmouth has been ranked among the top northern public universities by U.S. News and World Report. The quality of life on the south coast of Massachusetts is rich with cultural attractions, beautifully preserved and restored historic districts, museums, live theatre and an excellent educational system. Recreational opportunities include boating, beaches, rivers, golf courses, camping grounds, beautiful state parks, waterfront parks and a new zoo.

    UMass Dartmouth offers a broad range of baccalaureate and graduate degrees vital to the economic, social and cultural wellbeing of the region. It has an enrollment of over 9,200 students in over 40 undergraduate and 36 graduate programs (including 11 at the Ph.D. level) offered by the College of Arts and Sciences, the Charlton College of Business, the College of Engineering, the College of Nursing, the College of Visual and Performing Arts and the School for Marine Science and Technology. The main campus was designed by the eminent architect Paul Rudolf and is located on 710 acres in North Dartmouth. Other university sites include theCenter for Marine Science and Technology on the waterfront in New Bedford, the Advanced Technology and Manufacturing Center in Fall River and the Star Store Center for the Arts in New Bedford. 

    While retaining its commitment to excellence in undergraduate education, UMass Dartmouth has increased dramatically its research and outreach activities during the past ten years. R&D spending has increased in the last five years from $20.1 million to $25.6 million and the university has established centers in Policy Studies, Portuguese Studies & Culture, Business Research, Marine Science &Technology and Indic Studies to significantly expand its research and public service activities in ways that meet regional needs but have global impact.

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