DIR, Finance

Classification Title:

DIR, Finance

Job Description:

FINANCIAL–BUDGET 
Provides analysis on the RCM budget allocation, including detailed information on student credit hour (SCH) generation by department and level, including residential, UF Online and distance education.  Responsible for completion of annual budget prep. Utilize a variety of data sources and reporting tools to analyze historical data, review expenditure trends and provide reports to assist in the college’s planning for the upcoming and subsequent fiscal year(s).
Develops and manages the college’s annual operating budget using multiple funding sources such as state appropriations, foundation, overhead, waiver authority and other.  Recommends annual operating expense budgets for each department, involving the review of past expenditures and current available funds within the college.
Oversees the allocation of funds for summer instruction, reviewing funding requests from departments and providing analysis on revenue versus expense with consideration given to student credit hour (SCH) production.  Reviews all relevant information with Associate Dean for Academic and Student Affairs and/or Dean for final determination of funding.
Oversees the allocation of funds for Academic Year Teaching Assistants and Adjuncts, reviewing budget requests from departments and providing analysis on overall department schedule of courses and instruction load. Utilizes Enterprise Analytics to obtain up to date course schedules and enrollment data.  Reviews all relevant information with Associate Dean for Academic and Student Affairs and/or Dean for final determination of funding.
Responsible for working with sub-units within Dean’s Admin to develop annual division budgets and allocate anticipated costs to the appropriate fund source, ensuring fund availability or the decrease in budget requests.
Oversees and/or processes budget and journal transfers within college at the request of the departments or as budget plans direct within Dean's Admin, such as funds for startup, department operating expense budget, teaching assistants, tuition waivers, etc.
Coordinates with budget officers in the Office of the Provost and Graduate School on financial commitments for new faculty hires, university awards, Graduate Student Funding and Grinter Awards.  As needed, transfers funds to departments and follows-up on use of funds via reports from Enterprise Reporting and internal tracking spreadsheets.

FINANCIAL – ACCOUNTING/REPORTING 
Interprets applicable UF and UF Foundation regulations and policies for financial management and advises deans, department chairs and college staff of changes to regulations, policies and procedures.   Develops internal accounting controls and financial policies and work with administrators and staff to implement policies and procedures.
Coordinates strategic planning through the acquisition of college-wide data on academic programs and employee effort; integrate of fiscal, educational, and human resource-related data to create a master database. Creates metrics with ongoing computation to define aspects of academic productivity at the departmental and college levels; maintains and disseminates productivity-related data.
Provides quarterly reports detailing financial status of the departments’ Appropriation and Cash-Based accounts, analyzing data to ensure financial stability of the departments and college.  Oversees data entry in the Commitment Tracking system and provides reports upon request.  Prepares special budget and financial reports requested by dean, associate deans and chairs. 
Regularly reviews status of all college account balances, with focus on avoiding negative balances and correspondence from Finance and Accounting.  Contacts departments when negative balances occur and request plan of corrective action; follow-up to ensure balances have been adjusted.
Performs Monthly Reconciliation of Dean’s Admin accounts, reviewing reports with dean as required by the University’s Fiscal Responsibility directive.  Requests and collects Monthly Reconciliation Certifications from departments, ensuring UF Fiscal Responsibility guidelines are addressed and random data sampling is being performed each month. Provide direction as needed for running reports and identifying possible areas of concern.  Monitors college/department expenditures to ensure compliance with state and UF regulations.  Contacts departments as needed if specific concerns exist.
Collaborate with the college’s Office of Online and Distance Education (OODE) to ensure the financial stability of the distance education enterprise within the college, supervising the Accounting Specialist whom maintains revenue and expense data., as well as human resource activities on distance education funds .  Meet monthly, or as needed, with Associate Dean of Academic and Student Affairs and OODE to review status of revenues