Director of Strategic Financial Planning and Resource Management

Colorado State University•Fort Collins, CO

2d•Onsite

About The Position

This position provides financial oversight, reporting, and high-level expense approval for the VP for Research division. It supports campus-wide activities such as managing F&A processes, overseeing the Master Lease program for campus, and commitment funding. The position oversees a staff of approximately 8 departmental accounting and finance positions. As a member of the Leadership Committee for the Research Division, this position provides input on fiscal policy and deployment of resources to achieve strategic goals. It executes oversight to assure substantive compliance with all applicable fiscal regulations, policies, and procedures, including federal, state, University, and other sponsoring institutions. The position is responsible for the fair presentation of financial information for the division and for conformity with university Financial policies, accounting principles, and sponsor/donor stipulations and restrictions. Financial oversight includes over 200 accounts, multiple sub-funds including Unrestricted Funds, Auxiliary and Self-Funded Funds (Auxiliary, Enterprise, General operations, Recharge, and WIP accounts), and Restricted Funds (Agency funds, Gift funds, and Sponsored Programs accounts), and budget and funding allocations. The position manages the F&A Calculation and Distribution process for campus (~$85M). It creates and reviews financial-related MOUs for the division and is responsible for maintaining oversight and management of the MOUs, to include funding calculations and renewals. It is responsible for developing and deploying sustainable budget approaches to meet VPR priorities and oversees the proper classification of financial activity for the division, including periodic review of budget to actual expenditures and confirmation of fund balances. It provides ad hoc reports on strategic initiatives as needed for presentation to CAAG (College and Administration Advisory Group), CRAD (College Research Associate Deans), and research constituents both internal and external to CSU. It monitors trends, analyzes data, and compiles reports and financial projections, including Sponsored Programs annual research expenditures and indirect cost recoveries.

Requirements

A Bachelor’s degree in financial management, business, accounting or related area.
At least five years of combined experience coordinating strategic planning, implementation, and assessment, auditing, accounting and information systems and/or other related accounting and administration fields.
At least three years of experience working within a complex organizational structure including functional management of, and/or facilitation with, primary administrative functions including budgets, accounting, human resources and information technology.
At least five years of supervision experience.
Working knowledge of Cost Accounting Standards, Generally Accepted Accounting Principles, internal controls, and applicable federal and state regulations.
Demonstrated project management skills and managing multiple complex projects.

Nice To Haves

An advanced degree (e.g., MBA, J.D.) and/or professional certificate (e.g., CPA, CMA).
Experience in a senior administrative management role.
Five or more years’ experience in a research enterprise setting in higher education.
Power BI experience.
Compliance/regulatory background/experience.
Working knowledge of Federal Uniform Guidance and related compliance requirements.
Analytical abilities, including the use of statistical techniques, financial modeling and data management.
Advanced knowledge of Microsoft Excel and data mining tools.
Experience in an institution of higher education or government.
An understanding of fund accounting and governmental accounting standards (GASB).
An understanding of the institution’s financial procedure instructions and the knowledge to direct, enter and/or approve transactions on the University’s financial system.

Responsibilities

Provides financial oversight, reporting, and high-level expense approval for the VP for Research division.
Supports campus-wide activities such as managing F&A processes, overseeing the Master Lease program for campus, and commitment funding.
Oversees a staff of approximately 8 departmental accounting and finance positions.
Provides input on fiscal policy and deployment of resources to achieve strategic goals as a member of the Leadership Committee for the Research Division.
Executes oversight to assure substantive compliance with all applicable fiscal regulations, policies, and procedures, including federal, state, University, and other sponsoring institutions.
Responsible for the fair presentation of financial information for the division and for conformity with university Financial policies, accounting principles, and sponsor/donor stipulations and restrictions.
Manages the F&A Calculation and Distribution process for campus (~$85M).
Creates and reviews financial-related MOUs for the division and is responsible for maintaining oversight and management of the MOUs, to include funding calculations and renewals.
Responsible for developing and deploying sustainable budget approaches to meet VPR priorities.
Oversees the proper classification of financial activity for the division, including periodic review of budget to actual expenditures and confirmation of fund balances.
Provides ad hoc reports on strategic initiatives as needed for presentation to CAAG, CRAD, and research constituents.
Monitors trends, analyzes data, and compiles reports and financial projections, including Sponsored Programs annual research expenditures and indirect cost recoveries.