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Director of Financial Systems and Reporting

Employer
University of Colorado Boulder
Location
Boulder, Colorado
Requisition Number:

40539Location:

Boulder, Colorado Employment Type:

University StaffSchedule:

Full-TimePosting Close Date:

31-Jul-2022Date Posted:

29-Jun-2022 Close All Job SummaryThe University of Colorado Boulder is a Tier One, nationally competitive research university with a $2.00B annual operating budget. The University is focused on cultivating its instruction and research, increasing its innovative impact at the national and international level through collaboration, transformation, and leadership. The Campus Controller’s Office (CCO) provides critical support to the mission by ensuring fiscal responsibility, accurate financial reporting, and compliance with laws, regulations, policies/procedures, and contract requirements. Financial Systems and Reporting operates under the direction of the Campus Controller and is responsible for modernizing and maintaining CU Boulder’s financial systems and reporting to support sound fiscal management, streamlined administrative processes, and innovative solutions for compliance.The Director of Financial Systems and Reporting reports directly to the Campus Controller and serves on the leadership team for the Deputy CFO/Associate Vice Chancellor for Budget and Finance. This role collaborates directly with, department chairs and deans as well as university administration. The Director is responsible for strategic planning and implementation while ensuring day-to-day operational excellence.The Director of Financial Systems and Reporting provides timely and accurate financial reports to campus management, and for the university's annual financial reports. This includes overseeing campus financial audits, implementation of new reporting standards and guidance, federal and state reporting, and tax reporting and compliance. The position is responsible for ensuring that transactions are in accordance with GAAP, State, Federal and private agency procedures and restrictions, and university rules and regulations. The Director also oversees financial system updates, implementations and related processes that impact both central and decentralized campus departments. They lead business analytics and project management to implement a variety of financial and technical solutions for CCO and campus partners.This position requires a people-focused, innovative campus leader. The Director serves as a visionary change agent that possesses impeccable communication skills. Collaboration is key for this unit and the Director must demonstrate perseverance and project success.The University of Colorado Boulder is committed to building a culturally diverse community of faculty, staff, and students dedicated to contributing to an inclusive campus environment. We are an Equal Opportunity employer, including veterans and individuals with disabilities.People Development (developing, retaining, recognizing our staff)
  • Collaborate with CCO leadership on the design and maintenance of the organizational structure and staffing to effectively accomplish the organization’s goals and objectives.
  • Recruit well-qualified enthusiastic, professional staff that will actively embrace and participate in organizational changes.
  • Actively promote a culturally diverse and inclusive community within the organization.
  • Direct the overall operations for units within specific areas of responsibility.
  • Lead, train supervise, and evaluate staff to drive a positive and thriving work culture.
  • Create and maintain a positive, cooperative work culture, encouraging customer-oriented staff interaction with colleagues, sponsors, and administrators.
  • Model and develop leadership and technical skills for the current staff.
  • Direct the implementation and ongoing success of career paths and professional development opportunities for unit staff.
Financial Reporting and Analysis
  • Develop and lead the Boulder campus financial reporting strategy which includes determining appropriate reporting tools, data management, and the prioritization of campus reporting needs.
  • Determine reporting needs for executive leadership and campus partners. Ensure financial information is developed for diverse audiences including executive leadership, external reporting agencies, and campus constituents. This may include presentations, narratives, and graphics. Financial information should be easily consumable by the audience which requires reports ranging from high level summaries to detailed transactions.
  • Direct the preparation of annual audit work papers, financial statements, exhibits and footnotes, and various reports due to sponsoring agencies. Represent the Boulder campus for financial reporting decisions and recommendations.
  • Lead the development, review, and analysis for ad hoc, monthly, and annual financial reports. Work with the General Accounting team, the Budget Office, and Capital Finance to consolidate and provide monthly, quarterly, and annual financial reporting and analysis to executive leadership. This includes metrics, trend analysis, and compliance and diagnostic reporting.
  • Provide oversite for the campus tax reporting and ensure compliance with non-payroll related state and federal tax law including, but not limited to: Sales tax; Unrelated Business Income; and, Excise tax.
  • Direct the non-sponsored financial state and federal financial reporting including reconciling the campus financial data with the state financial system (CORE) and other ad hoc external reporting as necessary.
  • Work with the system-wide Office of the University Controller and other campus controllers to develop and lead the implementation strategy for new financial reporting guidance including new GASB’s, state, federal, and other reporting requirements on behalf of the Boulder campus.
  • Partner with the CCO leadership team in the year-end audit process.
Technology (tech requirements and system upgrades)
  • Develop and coordinate the implementation for CCO’s Technology Master Plan. Develop strategies to operationalize the long-term vision for financial reporting and systems for the Boulder campus.
  • Work with CCO and CU colleagues to identify and prioritize technology needs and serve as the project lead for new system implementations, upgrades, or other solutions.
  • Lead CCO and the Boulder campus through various existing system upgrades, including PeopleSoft Finance and eRA (InfoEd). Identify and document impacts and business process changes required for future module implementations and upgrades. Partner with campus and CU System colleagues for successful resolution.
  • Provide oversight to change management efforts and the development of campus training for new systems, ensuring that CCO provides the support needed by the campus community.
  • Actively manage technology for CCO and campus where applicable.
  • Represent the CCO and the Boulder campus at various meetings held by central university offices and provide feedback from the staff to the team leader to ensure the successful implementation of enhancements.
  • Represent CCO’s needs to Office of the University Controller or University Information Systems for development and testing of new CU-Data or PeopleSoft FIN reports to increase the efficiency of the unit.
Process Excellence (business analytics, identifying, improving, maintaining processes, including metrics)
  • Collaborate with campus partners to identify and prioritize those processes requiring streamlining efforts and potential solutions.
  • Provide oversight and lead business process re-engineering efforts. Provide business analytics, using metrics and data to identify gaps and inefficiencies in current processes.
  • Implement and manage various projects within CCO and throughout the Boulder campus. This includes, but is not limited to solution development, resource allocation and implementation. Direct the change management process for new procedures.
  • Collaborate effectively with the Office of the University Controller and other campus controllers to implement new procedures or solutions that impact all CU campuses.
University Satisfaction (engaging with campus staff)
  • Increase engagement opportunities with university stakeholders.
  • Create, track, and share various metrics to campus and other external entities.
  • Build and maintain effective, collaborative working relationships with peers across campus and the university system to ensure services to CCO’s clients are effective and provide exceptional customer service, particularly when processes involve multiple offices.
  • Partner with CCO colleagues to lead or direct town hall-type meetings to disseminate information regarding new software implementation, process changes, and policy to the campus community.
  • Develop long-term goals and objectives and establish benchmarks to measure progress.

The University of Colorado Boulder is committed to building a culturally diverse community of faculty, staff, and students dedicated to contributing to an inclusive campus environment. We are an Equal Opportunity employer, including veterans and individuals with disabilities. Who We AreCCO maintains and supports the university's fiscal responsibility through accurate financial accounting and reporting and in compliance with laws, regulations, policies/procedures and contract requirements for sponsored projects. We provide oversight, assistance and training in financial stewardship for the Boulder campus.What Your Key Responsibilities Will BePeople Development (developing, retaining, recognizing our staff)
  • Collaborate with CCO leadership on the design and maintenance of the organizational structure and staffing to effectively accomplish the organization’s goals and objectives.
  • Recruit well-qualified enthusiastic, professional staff that will actively embrace and participate in organizational changes.
  • Actively promote a culturally diverse and inclusive community within the organization.
  • Direct the overall operations for units within specific areas of responsibility.
  • Lead, train supervise, and evaluate staff to drive a positive and thriving work culture.
  • Create and maintain a positive, cooperative work culture, encouraging customer-oriented staff interaction with colleagues, sponsors, and administrators
  • Model and develop leadership and technical skills for the current staff.
  • Oversee the implementation and ongoing success of career paths and professional development opportunities for unit staff.
Financial Reporting and Analysis
  • Develop and lead the Boulder campus financial reporting strategy which includes determining appropriate reporting tools, data management, and the prioritization of campus reporting needs.
  • Determine reporting needs for executive leadership and campus partners. Ensure financial information is developed for diverse audiences including executive leadership, external reporting agencies, and campus constituents. This may include presentations, narratives, and graphics. Financial information should be easily consumable by the audience which requires reports ranging from high level summaries to detailed transactions.
  • Oversee the preparation of annual audit work papers, financial statements, exhibits and footnotes, and various reports due to sponsoring agencies. Represent the Boulder campus for financial reporting decisions and recommendations.
  • Lead the development, review, and analysis for ad hoc, monthly, and annual financial reports. Work with the General Accounting team, the Budget Office, and Capital Finance to consolidate and provide monthly, quarterly, and annual financial reporting and analysis to executive leadership. This includes metrics, trend analysis, and compliance and diagnostic reporting.
  • Oversee the campus tax reporting and ensure compliance with non-payroll related state and federal tax law including, but not limited to: Sales tax; Unrelated Business Income; and, Excise tax.
  • Oversee the non-sponsored financial state and federal financial reporting including reconciling the campus financial data with the state financial system (CORE) and other ad hoc external reporting as necessary.
  • Work with the system-wide Office of the University Controller and other campus controllers to develop and lead the implementation strategy for new financial reporting guidance including new GASB’s, state, federal, and other reporting requirements on behalf of the Boulder campus.
  • Partner with the CCO leadership team in the year-end audit process.
Technology (tech requirements and system upgrades)
  • Develop and coordinate the implementation for CCO’s Technology Master Plan. Develop strategies to operationalize the long-term vision for financial reporting and systems for the Boulder campus.
  • Work with CCO and CU colleagues to identify and prioritize technology needs and serve as the project lead for new system implementations, upgrades, or other solutions.
  • Lead CCO and the Boulder campus through various existing system upgrades, including PeopleSoft Finance and eRA (InfoEd). Identify and document impacts and business process changes required for future module implementations and upgrades. Partner with campus and CU System colleagues for successful resolution.
  • Oversee change management efforts and the development of campus training for new systems, ensuring that CCO provides the support needed by the campus community.
  • Actively manage technology for CCO and campus where applicable.
  • Represent the CCO and the Boulder campus at various meetings held by central university offices and provide feedback from the staff to the team leader to ensure the successful implementation of enhancements.
  • Represent CCO’s needs to Office of the University Controller or University Information Systems for development and testing of new CU-Data or PeopleSoft FIN reports to increase the efficiency of the unit.
Process Excellence (business analytics, identifying, improving, maintaining processes, including metrics)
  • Collaborate with campus partners to identify and prioritize those processes requiring streamlining efforts and potential solutions.
  • Oversee and lead business process re-engineering efforts. Provide business analytics, using metrics and data to identify gaps and inefficiencies in current processes.
  • Implement and manage various projects within CCO and throughout the Boulder campus. This includes, but is not limited to solution development, resource allocation and implementation. Oversee the change management process for new procedures.
  • Collaborate effectively with the Office of the University Controller and other campus controllers to implement new procedures or solutions that impact all CU campuses.
University Satisfaction (engaging with campus staff)
  • Increase engagement opportunities with university stakeholders.
  • Create, track, and share various metrics to campus and other external entities.
  • Build and maintain effective, collaborative working relationships with peers across campus and the university system to ensure services to CCO’s clients are effective and provide exceptional customer service, particularly when processes involve multiple offices.
  • Partner with CCO colleagues to lead or direct town hall-type meetings to disseminate information regarding new software implementation, process changes, and policy to the campus community.
  • Develop long-term goals and objectives and establish benchmarks to measure progress.
Other duties as assigned.What You Should Know
  • This position is hybrid and will be 2-3 days in the office per week.
  • All University of Colorado Boulder employees are required to align with the campus COVID-19 vaccine requirement.
    • New employees must provide proof of vaccination or receive a medical or religious exemption within 30 days of employment.
What We Can Offer
  • The salary range for this position is $135,000 - $155 ,000 per year and is commensurate with experience.
  • Additional Compensation Details:
    • There will be a $15,000 one-time signing bonus following the completion of the employee's first year. If one full year is not complete, this amount will need to be refunded.
Benefits The University of Colorado offers excellent benefits, including medical, dental, retirement, paid time off, tuition benefit and ECO Pass. The University of Colorado Boulder is one of the largest employers in Boulder County and offers an inspiring higher education environment. Learn more about the University of Colorado Boulder. Be StatementsBe collaborative. Be inspired. Be Boulder.What We Require
  • Three years of progressively responsible management experience within higher education accounting, including two years of successful supervisory experience of professional staff.
  • Equivalent combination of education and experience may substitute.
What You Will Need
  • Demonstrated knowledge of GAAP, university and state accounting and fiscal rules.
  • Demonstrated excellent written and verbal communication skills.
  • Demonstrated customer-service orientation.
  • Demonstrated experience leading system implementations or technology solutions.
  • Ability to manage, direct, and motivate staff.
  • Proven ability as a collaborator and problem solver with all levels of the organization.
  • Demonstrated ability to work with a wide range of people with a "can-do" attitude, perseverance, and an enthusiasm for working through others to achieve positive outcomes.
  • Collaborative, team-oriented leadership style, good judgment in recognizing and recruiting talent, assessing where improvements are needed and building synergies.
What We Would Like You To Have
  • Master’s degree in accounting or related field from an accredited college or university.
  • Certified Public Accountant.
  • Experience in change management.
  • Proven proficiency with computer software, particularly PeopleSoft Financials and Microsoft Office Suite.
  • Demonstrated success managing large complex projects.
  • Ability to evaluate internal controls and understand organizational risk, implementing appropriate policies and procedures to ensure compliance.
  • Working knowledge of higher education policies, practices, and procedures, including accounting and reporting best practices.
  • Experience managing conflict and skills necessary to bring parties with disparate views toward mutually beneficial outcomes.
  • Demonstrated knowledge of current accounting standards applicable to public institutions of higher education.
  • Demonstrated experience with policy development, system implementation and maintenance, business process improvements, financial monitoring and compliance, and operational issues.
  • Experience with developing, managing and being responsible for diversity, equity, and inclusion planning.
Special InstructionsTo apply, please submit the following materials:
  1. A current resume.
  2. A cover letter that details what caught your eye about this position, how your skills will help us meet our mission, and what development opportunities you hope to achieve.
We may request references at a later time.
Please apply by July 31, 2022, for consideration.
Note: Application materials will not be accepted via email. For consideration, please apply through CU Boulder Jobs.
Posting Contact InformationPosting Contact Name: Boulder Campus Human Resources

Posting Contact Email: Recruiting@colorado.edu

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