Finance and Analytics Manager
Job Title: Finance and Analytics Manager
Location: Case Main Campus
Full/Part Time: Full-Time
Job ID: 8567
Job Description POSITION OBJECTIVE
- Financial Management: Responsible for all aspects of fiscal management, including prospective analysis of funding sources, endowments and development of pro-forma financial statements. Meet regularly with the department director to review performance matrices. Oversee and work with the Pathology grants team to prepare monthly financial reports for individual faculty with basic and/or clinical research grants and/or programs, establishing benchmarks for budgetary review. Review analysis of staffing expenses, non-salary expense projections and annual funding to provide an opportunity for the faculty to effectively manage their individual research programs. Responsible for effort certification and year-end close. Authority to accomplish objectives within basic guidelines and policies; only special problems are referred to director or chair. (25%) Data Analytics and Reporting: Responsible for the development and support of strategic reports, metrics and dashboards, visual and advanced analytics, and financial business recommendations. Design, create and manage strategic metrics collection and reporting processes. Lead the development and management of support tools in partnership with stakeholders. Integrate new decision support tools with existing processes, tools and analysis. Prepare custom analytical reports and detailed analyses for the Chair. Recommend, develop and implement changes to department policies and practices based on analysis of the data. Oversee the productivity analysis for over 100 faculty using custom reports and synthesizing the data into decision-making plans of action. Complete the annual reporting directly with the chair for the CWRU/UH dean & leadership committees, assess overall contribution metrics as designed by the chair. (20%)External Reporting: Use data analytics to support all aspects of external reporting requirements and compliance, including NIH, NSF, Department of Defense, endowed donors, and international satellite offices for Global Health. (15%)Sponsored Programs: Provide day-to-day leadership for administrative specialists and responsible for all aspects of sponsored research operations for assigned departments. This includes pre-award processing, budget preparation, grant submission, post-award grant management and financial. Assure faculty fulfillment of all obligations and responsibilities in sponsored research including complete compliance with all federal and state regulations and laws. Investigate allegations of fraud and financial compliance questions/ issues using available resources such as sponsor regulations, university policies and procedures, and the network of informed individuals such as the principal investigator, departmental or research administrator, business manager, chair or dean. Collaborate with the pathology grants team and faculty in order to enhance sponsored research grant programs. This includes seeking funding opportunities and guidance in application processes. Function as a technical resource and advisor on financial and regulatory issues to faculty and staff. Provide leadership, advice, and guidance regarding financial and administrative policies and procedures. Serve as department expert on university policies and procedures and the policies and procedures of outside funding agencies. (15%)Plan departmental budget needs by analyzing program plans on both a short and long-range basis by considering past requirements and expenditures and present program plan. Perform needs assessment, make projections based on multiple items and variables, analyze budget variances and recommend courses of action. Recommend, develop and implement changes to department policies and practices. Receive assignments in the form of objectives with goals and the process by which to meet goals. Exercise judgment within defined procedures and policies to determine appropriate action. Identifies risks and responds accordingly. Provide priority setting and work flow analysis. (12%)Strategic Operations: Provide financial leadership and operational analytics to the department working closely with the Pathology chair and Administrative Director to implement the strategic goals and objectives of the department consistent with the long-term plan of the School of Medicine. This would include participation in the strategic planning for the department, overseeing the fiscal health of the department across all missions, development and monitoring of the 3 to 5 year financial plan, monitoring progress towards goals, and ensuring the efficient operations of the department. Extract data from various resources to perform analyses and develop statistical reporting on financial data. Analyze trends, costs, revenues, financial commitments, and obligations incurred to predict future expenditures. Responsible for monitoring performance and identifying opportunities for continuous improvement through data analysis. (12%)
- Provide coverage for administrative specialists when necessary to ensure all grants meet deadlines. (1%)Have a complete understanding of university financial HCM and proposal routing systems to be able to complete the tasks assigned to staff if needed. (<1%)Provide back up as needed to all Pathology staff functions. May support space planning analytics as needed. (<1%)Perform other duties as assigned. (<1%)
CONTACTS Department: Daily to weekly contact: Pathology staff, faculty, and chair, research support staff to provide guidance and exchange information.University: Daily to weekly contact with faculty and staff in assigned departments, SOM Finance & Planning office; director and staff in the office of Sponsored Research, director and staff in the SOM Research office; director and staff in the office of Faculty Affairs, Human Resources, Grants Accounting; Purchasing and Accounts Payable; SOM Development office; General Counsel’s office; Student Employment office and department administrators to support collaborative efforts.External: Daily to weekly contact with UHCMC senior level administration and finance managers; Cost & Budget department; General Accounting office; Research Management offices; National Institutes of Health and other government agencies; grant administrators at Foundations and other institutions of higher learning, various offices of Research Administration within continental USA, vendors; physicians to support collaborative efforts. Students: Daily to weekly contact with students to exchange information.
SUPERVISORY RESPONSIBILITYDirectly supervise three Administrative Specialists.
QUALIFICATIONSExperience: Minimum 6 years of experience required in financial management including grant and operational finance management. Education/Licensing: Bachelor degree required. Master’s degree preferred.
- Strong interpersonal skills; ability to work and communicate with various individuals from a broad spectrum of disciplines, technical and educational backgrounds within the department, School and University, and with individuals outside the university. Good interpersonal skills; ability to work and communicate with various individuals within and external to the university.
- Professional and effective oral and written communication skills.
- Strong organization skills; ability to multi-task, prioritize and meet deadlines. Must demonstrate attention to detail and accuracy, time management skills, and proven ability to successfully follow-through on assigned projects.
- Effective management skills; ability to lead, train, work with, and elicit cooperation from team members and staff.
- Ability to work effectively independently and collaboratively within a team. (Must be highly motivated, responsible, dependable and a self-starter.
- Ability to work with sensitive information and maintain confidentiality.
- Must demonstrate flexibility and ability to work under pressure; must be able and willing to work in a fast-paced, changing environment, and conform to shifting priorities, demands and timeline.
- Excellent computer skills including mainframe applications experience; excellent mathematical skills; ability to use or learn to use financial spreadsheets, accounting software, NIH application software, database packages, PeopleSoft and Oracle financial system applications.
- Ability to meet consistent attendance.
- Ability to interact with colleagues, supervisors and customers face-to-face.
WORKING CONDITIONSStandard office environment. Diversity Statement
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 Equity at 216-368-3066 to request a reasonable accommodation. Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.