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SATF Financial Advisor

Employer
University of Massachusetts Amherst
Location
UMass Amherst
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Job Details

Job no: 524309
Work type: Staff Full Time
Location: UMass Amherst
Department: Student Engagement AA
Union: PSU
Categories: Student Affairs & Services, Accounting/Finance/Budget

About UMass Amherst

UMass Amherst, the Commonwealth's flagship campus, is a nationally ranked public research university offering a full range of undergraduate, graduate and professional degrees. The University sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts and offers a rich cultural environment in a bucolic setting close to major urban centers. In addition, the University is part of the Five Colleges (including Amherst College, Hampshire College, Mount Holyoke College, and Smith College), which adds to the intellectual energy of the region.

Job Summary

The SATF Financial Advisor will provide financial advising for the Student Government Association (SGA) and its Registered Student Organizations (RSO’s) funded through the Student Activities Trust Fund (SATF); educate, advise, and counsel students on acquiring life skills, leadership skills, and promote organizational development in student groups.

This position will serve as the primary resource for student budget processes that recommend the allocation of mandatory student activities fees exceeding $2.5 million annually.

Essential Functions

  • Provide analysis, advice, and training to student governance officers and committees to facilitate and strengthen student participation in and responsibility for the development of sound financial management policies and planning for the Student Activities Trust Fund.
  • Provide orientation to University requirements and systems, assist in the development of internal policies and systems, analyze data and provide reports on financial activity and trends, research historical information, and develop financial projections to inform student decision-making and the preparation of annual budget requests.
  • Advise RSO financial officers/treasures on best practices and University policies and systems for managing budgets, monitoring account statements and transactions, maintaining group ledgers and other records, and developing RSO policies and procedures that facilitate RSO operations, planning, and performance.
  • Design, plan, and implement multimodal trainings for student leaders on financial operations and businesses processes. Collaborate with Student Engagement & Leadership (SEL) staff to define finance-oriented student learning outcomes from participation in student organizations. Provide assessment of training effectiveness and financial practices.
  • Monitor SATF financial activity; identify areas of concern and bring to the attention of student leaders and supervisor. For areas of concern already identified, provide regular reporting of financial activity and performance.
  • Provide functional supervision and approve paid hours for SGA financial officers and staff, including Secretary of Finance, Ways & Means Chair, Finance Chair, and SGA auditors. Promote teamwork among the officers and consistency in the application of SGA policies. Provide advisor approval on related purchase requests and financial transactions appropriate to University policies and procedures.
  • Regularly attend and serve as advisor to the SGA Ways & Means and Finance Committees.
  • Serve as liaison with Technology Services staff responsible for the maintenance and replacement of SATF-funded IT equipment. Report problems, authorize student account requests, and coordinate budget requests with funding committees.
  • Support year-round programs and initiatives coordinated by other Student Affairs and Campus Life departments as directed. Including collaborating with staff in New Student Orientation and Transitions for Summer and Winter sessions.
  • Other Functions

  • Perform related duties as assigned or required. Understand responsibilities with respect to Title IX, Clery and other compliance requirements.
  • Demonstrate capacity, skill, and willingness to engage students and contribute to student success.
  • Understand responsibilities with respect to conflicts of interest and behaves in ways consistent both with law and university policy.
  • Contribute toward creating a positive and respectful workplace. Use access to sensitive and/or not yet public university related information only in the performance of the responsibilities of position and exercise care to prevent unnecessary disclosure to others.
  • Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)

  • Bachelor’s degree with three (3) years’ experience teaching students, advising, or business experience. OR Associate’s degree with five (5) years’ experience teaching students, advising, or business experience.
  • Professional finance experience managing budgets, budget analysis and projections, or accounting procedures.
  • Demonstrated experience in using technology to increase efficiency, accessibility, and quality of financial practices. Demonstrated experience with Microsoft Office Suite, including Teams and Excel.
  • Demonstrated experience in training and workshop design.
  • Demonstrated commitment to diversity, equity, and inclusion. Demonstrated skill working with a diverse population of colleagues and students.
  • Excellent written and oral communication skills.
  • Preferred Qualifications (Knowledge, Skills, Abilities, Education, Experience, Certifications, Licensure)

  • Experience in higher education.
  • Physical Demands/Working Conditions

  • Typical office environment.
  • Work Schedule

  • Monday – Friday; 8:30am-5:00pm.
  • Some evening and weekend hours required.
  • Salary Information

    Level 25

    PSU Hiring Ranges

    Special Instructions to Applicants

    Upload your resume and cover letter along with your completed application. Our team will check references at the final stage of the interview process. Please be prepared to provide contact information for at least three (3) professional references. This posting will remain open until position is filled or the advertised closing date, whichever occurs first. Early submissions are recommended.

    UMass Amherst is committed to a policy of equal opportunity without regard to race, color, religion, caste, creed, sex, age, marital status, national origin, disability, political belief or affiliation, pregnancy and pregnancy-related condition(s), veteran status, sexual orientation, gender identity and expression, genetic information, natural and protective hairstyle and any other class of individuals protected from discrimination in employment, admission to and participation in academic programs, activities, and services, and the selection of vendors who provide services or products to the University. To fulfill that policy, UMass Amherst is further committed to a program of affirmative action to eliminate or mitigate artificial barriers and to increase opportunities for the recruitment and advancement of qualified minorities, women, persons with disabilities, and covered veterans. It is the policy of UMass Amherst to comply with the applicable federal and state statutes, rules, and regulations concerning equal opportunity and affirmative action.

    Advertised: Aug 5 2024 Eastern Daylight Time
    Applications close: Nov 10 2024 Eastern Standard Time

    Organization

    The University of Massachusetts Amherst is one of the preeminent public research universities in America. Nestled in idyllic Amherst, Massachusetts—often called “The top college town in North America”—the campus is consistently ranked among the top public research universities in the nation, and offers a rich cultural environment in a rural setting close to major urban centers. 

    As one of the nation's top public research universities – as measured by national and international rankings, academic citations, and research funding – the campus spends more than $180 million on research each year, demonstrating its contribution to the nation’s position as a technological and economic leader. The university works in conjunction with academic, government, and private partners to translate new knowledge and scientific discoveries into technical innovations and scholarly works that create opportunities for students, faculty and the public. 

    Eight schools and colleges offer more than 85 undergraduate majors, 68 master’s and 48 doctoral degree programs, many counted among the top programs in the nation and world. UMass Amherst is also home to New England's premier honors college.

    The 1,159 full-time faculty members are dedicated teachers and world-renowned researchers and the campus has regularly been listed among the top performers in terms of faculty awards. With over 24,000 students from all 50 states and over 70 countries, the student body is the most academically successful in the history of the campus. Students participate in 240 organizations, 21 NCAA Division I athletic teams, extensive intramurals, living-learning residence halls, community service, and internships. With one of the largest residential life systems in the nation, UMass Amherst houses approximately 12,000 students on campus. The university is enjoying a facilities renaissance, including new buildings in the sciences, the arts, and recreation. UMass Amherst is part of the Five College consortium with Smith, Mount Holyoke, Hampshire and Amherst colleges.

    As an employer, the University of Massachusetts Amherst is a national leader in developing family-friendly policies, benefits and amenities designed to help faculty members develop both productive careers and satisfying personal lives. The university offers one of the nation’s most generous parental leave policies. The university is also part of the Academic Career Network, a regional consortium formed to serve dual-career couples and encourage greater diversity in the academy.

     

    Company info
    Website
    Telephone
    4135454894
    Location
    181 PRESIDENTS DR
    Whitmore Administration Building
    Amherst
    Massachusetts
    01003
    US

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