Finance Strategic Business Advisor - Strategic Initiatives 16451
The Finance Operations unit of Strategic Initiatives at West Virginia University is seeking applications for a Finance Strategic Business Advisor (Finance & Business Administrator) position. The Finance Strategic Business Advisor (SBA) supports unit leadership in strategic financial planning and goal setting to enhance and promote growth within the unit. The Finance SBA provides a deep functional expertise in the areas of financial planning and budgeting, ensuring unit leadership maintains a knowledge of financial activities and expectations for the unit and can be confident about financial decisions made for the unit. The SBA frequently engages with the Division of Finance, Talent and Culture and teams in the Shared Service Center. This position manages functional projects and other initiatives. The SBA will stay informed on financial policy, plans and programs as well as state and other regulatory updates. The SBA will also provide Tier 3 inquiry support (phone, email, and chat) to employee/customers regarding unit specific financial policies, plans and processes. This position is responsible for building relationships within the college/school or unit(s) served and developing a culture centered on delivering excellent customer service.
In order to be success in this position, the ideal candidate will:
Create annual budget for the unit(s) supported and submits it to the Budget Planning office in the Division of Finance
Review variance budget reports with unit(s) leadership
Develop quarterly forecasting for unit; shared quarterly forecast with leadership and the Division of Finance
Develop quarterly unit-level financial reports and discusses them with unit leadership
Identify appropriate funding for new hires and discusses hires with HR Partners
Review monthly fund and DA reconciliation reports received from the shared services center
Provide escalation support for transaction approvals
Approve State, Research and Foundation PCard applications, large purchases and limit changes on PCards
Approve requests for association membership dues, student awards/scholarships, Foundation backbills and expenses, direct vendor payments using Foundation funding, draws on Foundation-funded capital projects and requests for depository locations as defined by financial process maps
Determine feasibility and initiates requests for new funds/DAs and changes to existing funds/DAs
Review the chart of accounts and updates the Service Center on changes to how funds/DAs should be used
Complete quarterly unrecorded assets and liability reports
Review and signs quarterly representation letter
Initiate cash transfers, internal loan requests, budget modifications, and capital project requests
Review and provide justification for clearing accounts and negative cash balances beyond threshold
Calculate and distribute returns to departments, staff, and faculty, such as Facilities and Administrative college or school distributions from the college/school to the departments
Support and contribute to unit's operational goals
Frequently engage with the Division of Finance, Talent and Culture, HR Partners, Shared Service leadership, and others to ensure complex questions are resolved
Provide escalated inquiry support (phone, email, and chat/IM) to employees that have contacted the shared services regarding unit specific policies, plans and processes
Effectively use case management and knowledgebase tools to resolve, log, track and escalate employee inquiries escalated to the unit
Support and partners with the Division of Finance and Shared Service Center staff to develop information and training sessions on university financial policies and procedures and budget management techniques
Maintain established service levels for handling calls, emails, and transactions. Strive to exceed service goals as defined by each unit's service level agreement with the Shared Service Center
Understand and promote the service link between central units, the shared service center and the unit to ensure service goals defined as part of the service level agreement are achieved
Work closely with the Unit Leadership on special projects. Serve as a subject matter expert for unit on financial project teams
Ensure project activities are planned and prioritized appropriately balancing project and ongoing support needs with project leaders, cross functionally as needed
As a subject matter expert, influence project decision where appropriate, to improve the customer experience and/or improve efficiency
Ensure project deliverables are delivered on time and are documented
WVU provides competitive wages for its employees, and takes related experience and education into consideration when determining appropriate salary.
Bachelor's degree in Accounting, Finance or related field required, or an equivalent combination of education and directly related experience may be considered
CPA or Master's degree in Business Administration, or a related field preferred
At least three (3) years of related professional-level work experience in finance, accounting, and/or fiscal management
Experience using a financial ERP, e.g. Oracle
Established expertise in Microsoft Office Suite, including Excel, Word, and PowerPoint.
Ability to inspire team work and collaboration across functional areas
Ability to exercise appropriate judgement to resolve budgeting and other financial issues and determine the appropriate course of action to resolve a customer issue.
Possesses strong customer service and communication skills typically acquired through prior work in a customer service setting.
Demonstrated ability to research and apply critical thinking skills to resolve complex issues related to financial projections and budgeting.
Ability to develop and maintain effective work relationships with other service team members in the unit, central Finance, Talent and Culture and the Shared Service Center other campus.
Ability to identify and address areas of continuous improvement.
Effective organizational skills.
Knowledge and understanding of applicable federal and state laws
Demonstrated experience in the use of Microsoft Office Professional software, especially Word, Excel, Access PowerPoint and Visio.
At West Virginia University, we pride ourselves on a tireless endeavor for achievement. We are home to some of the most passionate, innovative minds in the country who push their limits for the sake of progress, constantly moving the world forward. Our students, faculty and staff make this institution one of the best out there, and we are proud to stand as one voice, one university, one WVU. Find out more about your opportunities as a Mountaineer at http://careers.wvu.edu/ .
West Virginia University is proud to be an Equal Opportunity employer, and is the recipient of an NSF ADVANCE award for gender equity. The University values diversity among its faculty, staff, and students, and invites applications from all qualified applicants regardless of race, ethnicity, color, religion, gender identity, sexual orientation, age, nationality, genetics, disability, or Veteran status.
Job Posting: Mar 15, 2021
Posting Classification: Non-Classified
Exemption Status: Exempt
Benefits Eligible: Yes
Internal Number: 223283
About West Virginia University
West Virginia University, founded in 1867, has a long and rich history as a public, land-grant institution. WVU encourages scholarship and offers high-quality academic programs while serving the state of West Virginia and the nation. WVU statewide includes campuses in Beckley, Charleston, Keyser, Martinsburg and Morgantown – which has been ranked as a #1 Small City in America. WVU is an R1 Doctoral Research University (Highest Research Activity), one of only 115 nationwide. WVU offers 212 degrees throughout the 14 colleges and schools. Areas of specialty include STEM education, healthcare in Appalachia, shale gas utilization, radio astronomy and forensics. WVU researchers have helped confirm the existence of gravitational waves and uncovered diesel vehicle emissions discrepancies. Statewide, there are over 31,000 graduate and undergraduate students along with 190,000 alumni worldwide. WVU is reinventing West Virginia’s future by strengthening education, healthcare and broad-based prosperity.
BACK TO TOP
AFP Online Job Center is Just One of the Benefits.
Discover what else AFPOnline has to offer!
The job you are trying to reach from was originally posted at AFP Online Job Center.