As part of the Office of Budgets and Finance, the position is responsible for all fiscal responsibilities of the Provost Office including handling financial transactions, reconciling monthly budget statements, preparing quarterly forecasts, and supporting the University’s budget process, among other responsibilities. The position will regularly produce ad-hoc reports to enable the strategic utilization of University funds.
This is an opportunity for an enthusiastic and creative finance and administrative professional who is motivated to develop and grow at SMU. The ideal candidate will be able to work at both the detailed transactional level and the high summary strategic level simultaneously. The ideal candidate should be able to start new projects with ease, have a heightened sense of responsibility and ownership, understand when to elevate/escalate a priority, as well as a desire to go beyond the boundaries of the job.
Budget Projections/Planning - annual budget analysis in coordination with area leadership to estimate percentage of reallocation among division areas; assess how to fund unknown budget needs occurring outside of annual budget planning; allocate budgets among units; provide quarterly forecasts and budget projections in support of university and board reports.
Monthly Financial Review - high level monitoring of the Provost's financial activity against budget; work with departments to support their reviews of financial activity and transactions in their orgs; monitor endowment activity and funding. Act as an advisor to the Provost on financial matters.
Ad Hoc Modeling and Analysis - strategic planning and modeling of financial scenarios to assist management in decision making; research, gather and compile data for management decisions
Year End Processing - annual closing of Provost books in coordination with the university.
Annual Merit Process - coordinate annual merit process with Provost management and budget office; position management during the year, including day to day funding verification to HR on all positions to be posted/filled. Also provide salary data for Board of Trustees and requests of the Provost.
Education and Experience:
A Bachelor's degree and five (5) years of relevant experience is required for this role. A Master's degree in the field of accounting and/or finance is preferred.
Previous experience in financial planning/strategy and basic accounting is required. An MBA and/or CPA is preferred.
Knowledge, Skills and Abilities:
The ideal candidate will have strong written, verbal, and interpersonal communication skills. A strong customer service orientation is a must. Problem solving, time management, and project management skills are all desired for this role Organizational and planning skills with a strong attention to detail is also necessary.
Candidate should have the knowledge of accounting and budgeting concepts, preferably not for profit, and strong analytical skills.
This position is required to sit for long periods of time.