Director, Financial Services - Eugene, United States - University of California

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    Description
    Full job description

    Job no:

    533720

    Work type:
    Officer of Administration

    Location:
    Eugene, OR

    Categories:
    Accounting/Finance, Business Administration/Management, Executive/Management/Director

    Department:
    Business Affairs

    Appointment Type and Duration:
    Regular, Ongoing

    Salary:
    Commensurate with experience

    Compensation Band:
    OS-OA11-Fiscal Year


    FTE:
    1.0
    Application Review Begins

    April 30, 2024; position open until filled
    Special Instructions to Applicants

    Please submit the following with your online application:

    A cover letter in which you clearly describe how your knowledge, skills, and abilities prepare you for the job responsibilities and requirements outlined in the job announcement.

    A resume of your educational and professional work experience.
    Department Summary

    Financial Services is a unit within Business Affairs in the Finance and Administration portfolio. Finance and Administration is a vibrant and varied portfolio serving all aspects of campus life.

    Our employees perform a wide range of functions including offering essential financial tools and support to the university's many departments, providing key resources to employees, and keeping the campus safe, clean, accessible, and beautiful.


    Business Affairs (BA) provides efficient and effective business services for University of Oregon (UO) students, faculty, and staff; manages and secures UO material assets; and ensures UO business is conducted in accordance with all applicable regulations, policies, procedures, Generally Accepted Accounting Principles (GAAP), and sound business practices.


    Business Affairs consists of 5 divisions reporting to the Associate Vice President for Business Affairs/Controller and provides direct services to staff, students, and UO departments: Financial Services/Accounts Payable/Travel, Student Financial Services, Payroll, BA Information Systems, and Treasury Operations.

    These divisions manage one of the largest payrolls in Eugene, support UO supplies & services expenditures totaling more than $500 million, and manage the billing and collection of tuition and fees for more than 24,000 students.

    Business Affairs has approximately 64 FTE and an annual operating budget of $6.5 million.
    Position Summary


    The Director, Financial Services, reports to the Associate Vice President for Business Affairs/Controller and has specific responsibility for leadership of Financial Services.

    Financial Services is comprised of the following departments and duties:

    General Accounting
    Accounting and reporting of all UO financial transactions in accordance with all applicable regulations, policies, procedures, generally accepted accounting principles (GAAP), and sound business practices
    Performing bank account reconciliations, check clearing procedures, and annual unclaimed property reporting/remission
    Processing month, quarter, and year-end closing procedures
    Maintaining UO Chart of Accounts (currently more than 6,000 active funds)
    Approving UO foreign currency transactions

    Financial Reporting & Analysis
    Preparing Audited Financial Statements and Annual Financial Report
    Interfacing with the external audit firm on the annual financial statement audit
    Analyzing financial results under guidelines and directives issued by the State of Oregon, the Federal Government, and the National Association of College and University Business Officers (NACUBO)
    Identifying and addressing financial anomalies
    Monitoring funds for cash overdrafts
    Developing financial and cash balance projections
    Compiling and analyzing financial data for a variety of internal and external users
    Training campus constituents in UO financial accounting methods and systems
    Collaborating with Sponsored Projects Services on the F&A Study and Proposal process

    Property Control
    Managing and securing UO property in accordance with applicable state and federal regulations
    Maintaining centralized inventory of all UO fixed assets
    Managing Surplus Property operation, including eWaste

    Accounts Payable
    Maintaining UO vendor records and verifying W-9 status
    Reviewing invoices for compliance with UO policies
    Processing of checks, direct deposits, wire transfers, and Single Use Account files for vendor payments, employee reimbursements, and student refunds
    Preparing and distributing IRS Form 1099
    Establishing and monitoring departmental Petty Cash funds

    Travel
    Reviewing travel reimbursement requests for compliance with UO policies and IRS guidelines
    Training and authorizing departmental travel processors
    Performing periodic post-travel reviews of travel reimbursement requests processed directly by department travel processors
    Negotiating and administering contracts with travel agencies and airlines

    Tax Analysis and Accounting
    Reporting of Unrelated Business Income (UBI)
    Preparing IRS Form 990-T
    Maintaining records on foreign national payees and reconciling information for IRS Form 1042-S reporting
    Researching complex tax issues, and interpreting and applying tax law, regulations, and case law to specific transactions
    Supporting the UO campus with domestic and international taxation issues

    Note:
    this position is based in Eugene, but occasional remote working arrangements may be considered.

    Minimum Requirements


    Bachelor's degree in accounting, finance, business, or related field plus three (3) years of relevant experience; OR bachelor's degree in an unrelated field plus four (4) years relevant experience; OR an equivalent combination of education and experience.

    Two (2) years of management experience, including employee supervision and budget responsibility and authority.
    Professional Competencies


    Ability to work effectively and respectfully with faculty, staff, students, and outside professionals from a variety of diverse backgrounds in a collaborative setting.

    Ability and experience in presenting information and ideas clearly and effectively in writing, verbally, and/or graphically, as called for.
    A leadership style that reflects modern management practices and promotes diversity in the workplace.
    Ability to provide proactive project management in a fast-paced environment. Must be able to effectively manage and prioritize competing demands.
    Demonstrated proficiency with computers and Microsoft Office products (primarily Excel and Word).
    Ability and experience in gathering and analyzing data and preparing analyses and reports.
    Preferred Qualifications

    Active CPA license or other certification (CMA, CGFM, CIA).
    Public accounting experience.
    Experience with fund accounting in the higher education environment.

    FLSA Exempt:
    Yes
    All offers of employment are contingent upon successful completion of a background inquiry.

    The University of Oregon is proud to offer a robust benefits package to eligible employees, including health insurance, retirement plans and paid time off.

    For more information about benefits, visit

    The University of Oregon is an equal opportunity, affirmative action institution committed to cultural diversity and compliance with the ADA.

    The University encourages all qualified individuals to apply, and does not discriminate on the basis of any protected status, including veteran and disability status.

    The University is committed to providing reasonable accommodations to applicants and employees with disabilities. To request an accommodation in connection with the application process, please contact us at or

    UO prohibits discrimination on the basis of race, color, sex, national or ethnic origin, age, religion, marital status, disability, veteran status, sexual orientation, gender identity, and gender expression in all programs, activities and employment practices as required by Title IX, other applicable laws, and policies.

    Retaliation is prohibited by UO policy.

    Questions may be referred to the Title IX Coordinator, Office of Civil Rights Compliance, or to the Office for Civil Rights.

    Contact information, related policies, and complaint procedures are listed on the statement of non-discrimination.

    In compliance with federal law, the University of Oregon prepares an annual report on campus security and fire safety programs and services.

    The Annual Campus Security and Fire Safety Report is available online at

    Advertised:
    April 16, 2024 Pacific Daylight Time

    Applications close:
    #J-18808-Ljbffr