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Director of Finance

Company: The Santa Clara University
Location: Santa Clara
Posted on: September 18, 2022

Job Description:

Position Title:Director of FinancePosition Type:RegularSalary Range:$92,500.00 - $108,750.00 year; commensurate with experience.Pay Frequency:AnnualOVERVIEWSanta Clara University is a comprehensive Jesuit, Catholic university located in California's Silicon Valley, offering its 9,000 students rigorous undergraduate curricula in arts and sciences, business, and engineering, plus master's, Ph.D., and law degrees.Ranked among the top 15 percent of universities nationwide by U.S. News and World Report, Santa Clara University is California's oldest operating institution of higher education. The University is focused on creating an academic community that educates citizens and leaders who will build a more just, humane, and sustainable world.University Relations builds Santa Clara University's excellence and character by strengthening relations with alumni, parents, and friends of the University, raising public awareness, and increasing private philanthropy. The development division has been recognized with the CASE Educational Fundraising Award, an honor given each year to superior fundraising programs at educational institutions across the country.A. - - - -POSITION PURPOSEThe Director for Finance (Director) will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Under the general direction of the Executive Director/Administration Officer for University Relations Operations (ED), the Director will assist in all aspects of developing and managing the division operating budget, lead macro/micro level budget planning efforts and manage Workday Financials and other systems. Specific responsibilities include: financial management, reporting, analysis, and forecasting. -Additional key skills include strategic thinking, concept synthesis, and project management.Reporting directly to the Executive Director/Administration Officer for University Relations (ED), the Director is responsible for providing finance and accounting leadership to the University Relations division. -In this role, the Director will support of all aspects of the Workday Financials ecosystem. In addition, this person is expected to take on a critical role of partnering with the Vice President for University Relations, Senior Leadership, UR budget managers, unit leaders and University Finance Office to leverage the Workday platform to direct -sound decision making in the planning, managing and allocation of resources.Specific duties include but are not limited to: -B. - - - -ESSENTIAL DUTIES AND RESPONSIBILITIESFinance and Budget Management

  • Lead and manage the development and implementation of the annual budget planning process for a multimillion dollar division operating budget. -
  • Monitor and oversee department budget management in collaboration with the Vice President for University Relations, Executive Director, -and UR Senior Leadership and department managers.
  • Supervises all financial activities including audits, preparation of monthly, quarterly and annual financial reports; oversees division budgets in consultation with VPUR, Executive Director and UR Senior Leadership Team and others. -
  • Partner with the Director to improve reporting, analyses and budget forecasting
  • Analyze and present financial reports in an accurate, clear and timely manner
  • Advise and consults with individual unit executive director/budget manager regarding revenue and expenses for their areas; provides analysis of actual department costs relative to budget and forecasts.
  • Independently identify and perform critical analyses, develop recommendations, and generate standardized projection reporting and long term financial modeling. -
  • Play an active role in formulating department budget policies, controls, work flow processes, as well as communicating information to the University Relations community and others.
  • Actively partner with University Finance Office, unit leaders and others to project monthly and annual financial performance to improve business planning
  • Maintain a high level of confidentiality. -
  • Ensures timely delivery of accurate financial reports including variances, accrued expenses for future year, and a forecast of expenses that highlights anticipated variances and key drivers.
  • Manage timely processing of all payments, invoices, and expense requests for the division staff, contractors, and other UR constituents.
  • Manage all aspects of administering, preparing, reviewing, monitoring, and allocating new funding requests.
  • Collaborate with University Finance Office, establish an ongoing comprehensive training program to educate UR staff regarding Workday Finance tools, policies and procedures -
  • Ensure communication and cooperation with the appropriate units at both the division and University levels.
  • Ensures compliance with the University's financial policies and procedures; serves as the primary interface with the University Finance Office. -
  • Encourage a healthy, fair and inclusive work environment to promote diversity, teamwork and collaboration. -
  • Assist in the coordination of the fiscal year end reconciliation.
  • Attend UR meetings; serve on campus committees and attend campus meetings as requested and required.Other Duties:
    • Prepare financial management reports.
    • Work with others to ensure related processes flow effectively and efficiently.
    • Utilizing available technology, review policies and procedures and propose changes to improve effectiveness in executing responsibilities.
    • Continue to develop expertise with available technology.
    • Other tasks as assigned.C. - - - -PROVIDES WORK DIRECTION
      • Dotted line to Assistant Director, Finance and Operations
      • Student staff supervision as neededD. - - - -GENERAL GUIDELINES
        • Recommends initiatives and implements changes to improve quality and services.
        • Identifies and determines cause of problems; develops and presents recommendations for improvement of established processes and practices. -
        • Maximizes productivity through use of appropriate tools; planned training and budget initiatives.
        • Researches and develops resources that create timely and efficient workflow.
        • Prepares progress reports; informs supervisor of project status; and deviation from goals. -
        • Ensures completeness, accuracy and timeliness of all operational functions. -
        • Prepares and submits reports as requested and required. -
        • Develops and implements guidelines to support the functions of the unit.E. - - QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred. This position requires the ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment.1. Knowledge
          • At least 6-8 years of a combination of Workday financials, experience in accounts payable, accounts receivable, suppliers, financial accounting
          • Direct knowledge of accounting concepts and operations
          • Strong knowledge of budget management practices.
          • Experience in the use of technology to illustrate complex financial reports, comparisons, impact studies -
          • Understanding of effective and efficient practices for multiple areas of alumni, external relations and development operations.
          • Understanding of effective and efficient practices for multiple areas of alumni, external relations and development operations.
          • Experience in significantly contributing to budget planning and execution.
          • Demonstrated success in developing and managing programs and an in-depth understanding of the advancement profession.
          • The intellectual depth, maturity and confidence to work with and command the respect and confidence of senior university administrators, academic leaders and other colleagues.
          • Commitment to understand and support Santa Clara University's distinctive Jesuit educational vision and further the mission, values and goals of the University.2. Skills -
            • Strong analytical skills and the proven ability to plan, develop and execute creative approaches to complex financial issues -
            • Exceptional communication and interpersonal skills, as well as strong organizational and management abilities
            • A commitment to inclusion and diversity and a demonstrated ability to work with an increasingly diverse campus community
            • Demonstrated personnel and program management experience, with strong analytical and influence skills.
            • Training in and/or experience with organizational development, coaching, team building, staff recruitment, assessment.
            • A commitment to professional staff development and an ability to provide thoughtful and constructive feedback in a positive and direct manner.
              • Goal-oriented and self-motivated individual who can demonstrate accountability, initiative, and creativity and focus in a rapidly changing and intellectually stimulating environment.
              • Critical thinker with proven analytical abilities, strong written and oral communication skills, and the ability to delegate and manage numerous projects simultaneously.
              • Strong interpersonal skills and the ability to collaborate, build alliances, and achieve results within a population that may possess competing interests, opinions, and /or expectations.
              • Congenial, a good listener, self-confident, diplomatic, and able to anticipate and handle unexpected situations.
              • Valid driver's license.3. Abilities
                • Ability to work effectively with school administrators, faculty, students and staff as well as university administrators at various levels
                • Ability to handle multiple projects, set priorities, meet deadlines and maintain a high level of performance in a fast paced environment with frequent interruptions
                • Ability to maintain a high level of confidentiality
                • Ability to think strategically and creatively, critical thinking and analysis skills, and the ability to transform new ideas into executable and successful programs.
                • Possession of a supportive and accessible management style, the ability to lead and motivate a diverse staff, and experience managing change and growth
                • A deep commitment to higher education, a keen understanding of SCU's mission and goals, and the ability to articulate its uniqueness and relevance.
                • Ability to respond quickly to changing business needs and priorities; ability to balance strategic thinking with tactical implementation.
                • The ability to create and lead innovative programs attuned to diverse demographics.
                • Must be able to demonstrate creativity and leadership in strategic planning including prioritization based on return on investment (ROI), with the ability to implement and provide oversight of ongoing development and campaign efforts.
                • Understanding of key functions of development operations and the integration of operations with frontline performance. -4. Education
                  • Bachelor's degree required, accounting, finance, or other business field preferred. -
                  • Professional designation (e.g. CPA) or graduate degree preferred.5. Years of Experience
                    • 8-10 years of relevant professional experience. -F. PHYSICAL DEMANDS
                      • Considerable time is spent at a desk using a computer terminal.
                      • May be required to travel to other buildings on the campus.
                      • May be required to occasionally travel to outside customers, vendors or suppliers. Must have valid driver's license.
                      • May be required to take class/test to operate golf cart.
                      • May at times require physical labor.G. - - - WORK ENVIRONMENT
                        • Typical office environment
                        • Mostly indoor office environment -
                        • Offices with equipment noise
                        • Offices with frequent interruptions
                        • Driving related to meetings with external constituents.
                        • Meeting with external constituents at off-campus locations including other offices, restaurants, other private and public venues.EEO Statement---Equal Opportunity/Notice of NondiscriminationSanta Clara University is an equal opportunity/equal access/affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and California State laws, regulations, and executive orders regarding non-discrimination and affirmative action. Applications from members of historically underrepresented groups are especially encouraged. For a complete copy of Santa Clara University's equal opportunity and nondiscrimination policies, see Title IX of the Education Amendments of 1972Santa Clara University does not discriminate in its employment practices or in its educational programs or activities on the basis of sex/gender, and prohibits retaliation against any person opposing discrimination or participating in any discrimination investigation or complaint process internally or externally. The Title IX Coordinator and Section 504 and ADA Coordinator is Jenna Elliott, Interim Director of Equal Opportunity and Title IX, 408-551-3043, , . Inquiries can also be made to the Assistant Secretary of Education within the Office for Civil Rights (OCR). -Clery Notice of AvailabilitySanta Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services -. To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.Americans with Disabilities ActSanta Clara University affirms its' commitment to employ qualified individuals with disabilities within the workplace and to comply with the Americans with Disability Act. All applicants desiring an accommodation should contact the , and 408-554-5750 and request to speak to Indu Ahluwalia by phone at 408-554-5750 or by email at

Keywords: The Santa Clara University, Santa Clara , Director of Finance, Executive , Santa Clara, California

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