Director, Budget & Financial Reporting

Duke University

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Administrative Jobs
Institutional & Business Affairs, Business & Financial Management, Technology, IT Support & Training

Job Details

School of Medicine:

Established in 1930, Duke University School of Medicine is the youngest of the nation’s top medical schools. Ranked tenth among its peers, the School takes pride in being an inclusive community of outstanding learners, investigators, clinicians, and staff where traditional barriers are low, interdisciplinary collaboration is embraced, and great ideas accelerate translation of fundamental scientific discoveries to improve humanhealth locally and around the globe.

Comprised of 2,400 faculty physicians and researchers, the Duke University School of Medicine along with the Duke University School of Nursing and Duke University Health System create Duke Health. Duke Health is a world-class health care network. Founded in 1998 to provide efficient, responsive care, the health system offers a full network of health services and encompasses Duke University Hospital, Duke Regional Hospital, Duke Raleigh Hospital, Duke Primary Care, Private Diagnostic Clinic, Duke Home and Hospice, Duke Health and Wellness, and multiple affiliations.

Occupational Summary

The Assistant Dean Finance, provides leadership to the SOM Finance Office and the departments they serve within the School in terms of financial management and reporting practices, development of the operational budgets, evaluation and design of effective IT Tools, and implementation of strategic initiatives to meet the growing needs of the School. The position reports directly to the Assistant Dean & Associate Director for Finance and will assist with the coordination of programs, projects and activities.

Work Performed

Creation of departmental formula funding sheets including updates throughout the year for changes and the annual true up. Develop budget instructions for the School of Medicine process as well as a checklist to assist the departments in accurate completion. Coordinate creation of a zero-based budget model template for the Basic Science units, train the managers to use this and troubleshoot throughout the budget process. Serve as the help desk for the budget tool and reporting. Creation of final approved budget memo and coordination of associated reports. Coordinate quarterly financial information with clinical departments to prepare for budget update meetings.

Manage the work performed, train new employees, and provide ongoing support to the three Financial Management Analyst IIIs as it relates to performing the activities noted below. In addition, Assistant Dean Finance performs the departmental activities noted below for the portfolio of departments assigned.

  • Onboarding of all new departmental business/finance managers to help them learn about the School of Medicine finances. Serve as ongoing resource/help-desk to all departmental staff.
  • Approval of departmental journal entries involving assets, liabilities, certain transfer activities, and certain untimely cost transfers. Quarterly monitoring of budget vs actual, overdrafts, AP Problem Invoices, exception reporting and Business Manager corporate card activity. Annual monitoring of Gift and Grant policy compliance, Endowment Expendable transfer compliance and reporting, Professorship spending compliance, Salary setting review, preparation of SOM finance related business manager metrics, exception reporting, year-end closeout, and coordination of all School of Medicine related reorganizations.
  • For each of their respective units each analyst creates budget templates and projection templates then works with the department to ensure accuracy by the deadlines. Review the support formula for each unit and ensure the JV to provide this is accurate.

Management of School of Medicine Financial Assessment and Management (FAM) process. This includes training new managers and working with departments to update Internal Control Environment (ICE) documents biennially. Also quarterly monitoring of all School of Medicine activity for timely completion.

Serve as an expert resource within the office and to the departments served; on financial reporting performed via SAP Analysis for Office queries, budget tool, SAP R/3, workflow, SAP security, and business process flows associated with funding models and budget development. Participate in related system implementations to represent the School of Medicine.

Provides support to the Assistant Dean Associate Director Finance as needed and required by the assignment of new responsibilities to the Finance Office. Serve as a backup for the Assistant Dean Associate Director Finance in their absence. Work directly with the Associate Dean Finance, Vice Dean for Finance and Executive Dean for Administration as needed.

Required Qualifications at this Level


Work requires knowledge of accounting and finance or business principles and practices generally obtained through a Bachelor's degree in Business Administration or Bachelor of Science degree in Accounting or Finance.

A Certified Public Accountant or Master’s degree in Business Administration preferred.


At least seven years of business/administrative experience in general accounting principles, financial management; include Ad-Hoc financial analysis and reporting, budgeting and financial modeling. Supervisory experience is also preferred.


Strong analytical skills with ability to analyze trends and financial information to perform complex analysis and financial modeling.

Demonstrates excellence in customer service to internal and external staff and department personnel.

Strong proficiency with Microsoft Tools and other integrated systems such as Advanced Excel and SAP respectively.

Excellent written, oral and conversational communication skills to effectively work with diverse groups.

Ability to analyze, evaluate multiple solutions and solve complex problems using judgement and well developed critical & analytical thinking skills

Attention to detail needed to operate accurately and effectively

Flexibility and ability to work on multiple initiatives simultaneously

Degrees, Licensures and or Certifications

Certified Public Accountant (CPA) and or Master’s Degree in Business Administration (MBA) strongly preferred

Duke is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essentialjob functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.


Read our Diversity Profile History

Duke University was created in 1924 by James Buchanan Duke as a memorial to his father, Washington Duke. The Dukes, a Durham family that built a worldwide financial empire in the manufacture of tobacco products and developed electricity production in the Carolinas, long had been interested in Trinity College. Trinity traced its roots to 1838 in nearby Randolph County when local Methodist and Quaker communities opened Union Institute. The school, then named Trinity College, moved to Durham in 1892, where Benjamin Newton Duke served as a primary benefactor and link with the Duke family until his death in 1929. In December 1924, the provisions of indenture by Benjamin’s brother, James B. Duke, created the family philanthropic foundation, The Duke Endowment, which provided for the expansion of Trinity College into Duke University.Duke Campus

As a result of the Duke gift, Trinity underwent both physical and academic expansion. The original Durham campus became known as East Campus when it was rebuilt in stately Georgian architecture. West Campus, Gothic in style and dominated by the soaring 210-foot tower of Duke Chapel, opened in 1930. East Campus served as home of the Woman's College of Duke University until 1972, when the men's and women's undergraduate colleges merged. Both men and women undergraduates now enroll in either the Trinity College of Arts & Sciences or the Pratt School of Engineering. In 1995, East Campus became the home for all first-year students.

Duke maintains a historic affiliation with the United Methodist Church.

Home of the Blue Devils, Duke University has about 13,000 undergraduate and graduate students and a world-class faculty helping to expand the frontiers of knowledge. The university has a strong commitment to applying knowledge in service to society, both near its North Carolina campus and around the world.

Mission Statement

Duke Science"James B. Duke's founding Indenture of Duke University directed the members of the University to 'provide real leadership in the educational world' by choosing individuals of 'outstanding character, ability, and vision' to serve as its officers, trustees and faculty; by carefully selecting students of 'character, determination and application;' and by pursuing those areas of teaching and scholarship that would 'most help to develop our resources, increase our wisdom, and promote human happiness.'

“To these ends, the mission of Duke University is to provide a superior liberal education to undergraduate students, attending not only to their intellectual growth but also to their development as adults committed to high ethical standards and full participation as leaders in their communities; to prepare future members of the learned professions for lives of skilled and ethical service by providing excellent graduate and professional education; to advance the frontiers of knowledge and contribute boldly to the international community of scholarship; to promote an intellectual environment built on a commitment to free and open inquiry; to help those who suffer, cure disease, and promote health, through sophisticated medical research and thoughtful patient care; to provide wide ranging educational opportunities, on and beyond our campuses, for traditional students, active professionals and life-long learners using the power of information technologies; and to promote a deep appreciation for the range of human difference and potential, a sense of the obligations and rewards of citizenship, and a commitment to learning, freedom and truth.Duke Meeting

 “By pursuing these objectives with vision and integrity, Duke University seeks to engage the mind, elevate the spirit, and stimulate the best effort of all who are associated with the University; to contribute in diverse ways to the local community, the state, the nation and the world; and to attain and maintain a place of real leadership in all that we do.”

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