This position provides senior level leadership and operations management for activities in support of the Research Foundation’s $59 million in annual revenues and assets. The Director ensures sound fiscal policy, budget planning, control, cash management and reporting in accordance with the California State University Auxiliary compliance standards, as well as with all other required local, state and federal agencies. The Director develops, implements, and manages financial procedures and standards. Serves as primary liaison to the Board’s Finance and Investment Committee, and serves on the organization’s IRS Section 115 Retiree Health Trust. The Director reports to the Executive Director and directly manages a staff of 4, and indirectly manages a staff of approximately 9, including Risk Management, AP/AR, and Cash Management/Treasury operations.
The Director also actively contributes to the strategic direction of the Research Foundation by collaborating with business unit Directors, the Executive Director as well as SJSU’s AVP of Research in developing and implementing financial technology systems, policies, programs and procedures for the organization.
Essential Duties & Responsibilities:
Leads, directs and oversees the Research Foundation’s Finance and Accounting function in keeping with the needs and competencies of the institution. An active member and contributor in the senior leadership team. Provides direct supervision to four employees. Primary signer of the
Provides ongoing management and direction of Central Office budgets as well as the annual Research Foundation budgeting process. Manages department operating budget of approximately $1.5 million and the Research Foundation’s reserve budget. Reviews and manages monthly budget reports.
Ensures appropriate compliance with Uniform Guidance regulations, GAAP, CASB, AICPA, and the CSU in all areas of the Finance and Accounting department in addition to compliance with all federal, state and local
Prepares and presents in Board of Directors, Finance Committee, retirement plan committee and RORMT meetings.
Implements, modifies, and manages existing finance and accounting policies and procedures to increase efficiencies within the department. Leads and provides overall direction for workflow implementation efforts. Reviews and/or updates financial policies and procedures to ensure appropriate segregation of duties and
Ensures that excellent customer service is extended and maintained as to all customers and clients, internal and external.
Provides financial and administrative leadership, management and oversight for approximately $59 million in direct and indirect revenues for contracts and Ensures proper and compliant financial and other institutional reporting.
Provides overall direction, support, and management to the Research Foundation’s audits, including the single audit. Is the company’s assigned liaison with outside firms and agencies. Provides formal responses for external audits and reviews such as CSU, federal agencies, state agencies, IRS Manages the post-retirement medical trust (RORMT) and the 403 (b) audits.
Oversees the Moss Landing Marine Laboratories (MLML) specialized cost
Prepares the Research Foundation’s fringe benefit proposal each year. Manages Indirect Cost proposal, including vacation pool implementation. Provides direction and management of investments in collaboration with investment
Establishes and maintains effective communications and collaborative working relationships with University administrators, faculty, staff, federal, state and private agencies and community partners. Participates in professional conferences or meetings, as appropriate. Serves on University committees as appropriate or
Performs other duties, as
Education & Experience
Bachelor’s degree in Finance and/or Accounting required. An advanced degree such as a Masters in Accounting or Finance, MBA or CPA certification is highly
Must have advanced level knowledge in MS Office (Excel; Word; Power Point). Cognos report writing is strongly
Must have a minimum of 10 years of progressive financial operations and management experience, preferably in a non-profit, externally funded contracts and grants environment.
Must have five or more years of demonstrated hands-on experience in leading and managing multiple managers in a culturally-diverse and fast-paced
Experience working with non-profit governing boards is highly
Related experience in financial management, regulatory compliance/legal matters, risk management, technology commercialization in a public service setting or a private
Must have experience working with ERP systems. Experience with the design and implementation of and/or conversion of, accounting systems is highly
Knowledge, Skills & Abilities Required
Demonstrated advanced level knowledge of principles, policies, practices, compliance rules and regulations relative to administration of federal and state grants and contracts, including knowledge of Uniform Guidance terms and conditions as well as other federal, state and local regulations governing the financial affairs for 501(c)(3) not for profit organizations.
Knowledge of current financial accounting and reporting requirements for higher education (GASB and FASB).
Working knowledge of methodology and preparation of indirect cost proposals including Fringe Benefits pool through the Department of Health and Human Services (DHHS).
Demonstrated hands on leadership and management
Highly effective analytical skills and negotiating skills is
Must have demonstrated strong public speaking, oral and written communication
Internal Number: DirFin
About SJSU Research Foundation
The San José State University Research Foundation supports SJSU Principal Investigators in achieving their research goals. Our team guides researchers through each step in the administrative process: planning a project, identifying sources of funding, developing proposals, submitting proposals to sponsoring agencies, and managing business details once the project is funded. Presently the Research Foundation manages more than $250M in an active research grants portfolio that generates nearly $60M in research-related expenditures annually. The Research Foundation also provides direct and/or indirect employment to more than 1,500 individuals, including faculty, students, research affiliates, and staff.