FINANCIAL MANAGER, PROVOST ACADEMIC SUPPORT

Duke University:

Duke University was created in 1924 through an indenture of trust by James Buchanan Duke. Today, Duke is regarded as one of America’s leading research universities. Located in Durham, North Carolina, Duke is positioned in the heart of the Research Triangle, which is ranked annually as one of the best places in the country to work and live. Duke has more than 15,000 students who study and conduct research in its 10 undergraduate, graduate and professional schools. With about 40,000 employees, Duke is the third largest private employer in North Carolina, and it now has international programs in more than 150 countries.

Occupational Summary

This position serves as part of a team of financial professionals that manage finances for a select portfolio of research active University Institutes & Centers and other Academic Support Units.

Reporting to a Senior Financial Manager and supported by financial staff, the position will manage all financial activities for assigned units- to include preparation and input of assigned unit’s annual budget, reviewing and providing feedback on financial transactions such as corporate card transactions, journal vouchers, [email protected] transactions, a/p check request. The financial manager will review monthly actuals and provide personnel and expenditure reports for unit leadership. The financial manager is expected to be an invested partner to unit leadership and to stay abreast of, and help further the unit’s mission.

This is a full time, exempt position that will require some amount of regular on campus presence for collaboration and community building – 2-3 days per week are eligible for remote work. To be considered, please include a cover letter with your application that describes prior financial experience.

Work Performed:

Annual Budget (20%)

• Works closely with unit leadership to develop, input and submit an annual budget plan that is consistent with stated objectives.

Financial Operations (40%)

• Reviews all financial transactions for assigned units to ensure compliance to University guidelines, donor intent and the overall good stewardship of funds.
• Executes all monthly financial management activities for assigned units including overdraft review and proactive resolution, review and spot checking of monthly reconciliation completed by the Financial Analyst using the FAM tool and proactively works to make certain transactions are timely, compliant and well documented.
• Ensures the timely completion of annual effort certification.
• Works with unit representatives to ensure proper coding and use of space assigned in WebCentral.
• Works with Campus Grants Management (CGMT) on matters of mutual concern- such as project closeouts, effort changes and cost sharing.
• Manages BFR structure, workflow, security permission and fund code requests for assigned units.
• Reviews Provost, school and endowment commitments to ensure funding is received. Works with management centers and school financial officers as needed to resolve missing or unused funds.

Financial Reporting (35%)

• Prepares monthly actual financial reports for unit leaders.
• Prepares short term (1 year) and long term (5 year) financial projections for University, gift and endowment funds.
• Prepares quarterly problematic transaction report to PAS leadership (write-offs, overdrafts, interest expenses and unapproved corporate card transactions). Works with assigned units to remediate.
• Works with CGMT to develop funding projections for partially and fully grant funded staff to ensure appropriate funding levels exist.
• Prepares monthly payroll and vacation liability reports for unit leadership.
• Develops and communicates policies in support of proper stewardship of Provost Funds.

Other (5%)

• Serves as a resource to in unit staff. May train and mentor staff involved in financial transactions.
• May participate in special projects as needed.

Skills:

Research administration experience is essential, business manager experience is preferred.

Minimum Qualifications

Education

Work requires a Bachelor's degree in Accounting, Finance, Economics, Business Administration or a related field. CPA is desirable.

Experience

Work requires three years experience in financial management, cost accounting or a field directly related to specialized area of assignment. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE

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.