KPICD Financial Manager

Job Summary:

The KPICD Financial Manager is responsible for developing, overseeing and managing the procedures and processing of departmental budgets, financial and accounting operations, and performing advanced financial and budget management, analysis, and modeling. This position is also responsible for supporting contract management, input into policy development and will be expected to interpret business, human resources, and financial policies to KPICD employees, students, and other stakeholders. The Financial Manager will compile and analyze both statistical and financial data and provide reports to senior management. This position also identifies opportunities for budget efficiency and savings.

Duties & Essential Job Functions:

1. Validates budget coding for accounts payable invoices and approves payments.
2. Assigns all budget project codes for KPICD.
3. Generates payroll setup for all KPICD student workers and temporary employees.
4. Verifies and processes payroll for all KPICD employees, including those on time clocks.
5. Confirms funding availability and provides budget codes and approval on departmental contracts.
6. Inputs departmental contracts into workflow system and monitors approval process to meet deadlines.
7. Provides contract and financial data to Office of Sponsored Programs to ensure financial grant compliance.
8. Oversees vendor management including creating new vendors and updating compliance documents.
9. Reconciles and submits corrections for all general ledger entries.
10. Archives and maintains all KPICD financial and personnel records.
11. Creates and maintains all KPICD copy and mail codes.
12. Approves all KPICD print store requisitions.
13. Budget codes and processed deposits, including all online payment receipts.
14. Provides financial reporting as requested by departmental senior leadership.
15. Analyzes financial budget performance and provides trend analysis recommendations for budget compliance.
16. Monitors KPICD budget activity and cash flows in conjunction with all operational aspects of the office and ensures financial forecasts accurately contemplate annual and multi-year operating trends. Regularly ensures that financial activity reflected in PeopleSoft reconciles with expected results from University offices including Financial Office and the Provost's Office.
17. Works with senior leadership of KPICD and College of Science and Engineering (CSE) Dean's Office to develop and refine strategic forecasts, as well as prepare responses and detailed analyses for financial planning and budget approvals.
18. Translates university, state, and federal Financial, Budgetary and Technology-related policies and processes into documented communications that uniquely apply to KPICD. Works with department and university leadership to refine and improve the quality and efficiency of financial processes.
19. Advises the senior leadership and other department leadership on impact of budget commitments and communicates arising matters.
20. Provides the senior leadership and CSE Dean's office with current year and multi-year financial projections.
21. Prepares financial reports and presentations by providing trends and forecasts; comparing data with previous years, analyzing results and drawing logical conclusions; explaining processes and techniques; preparing recommendations.
22. Ensures that all department financial processes and practices are fair, equitable, and promote anti-racist values.
23. Performs other related duties as assigned.

Required Education & Experience:

• Bachelor's Degree in finance, accounting, or related field
• 5 years of experience in accounting/bookkeeping

Preferred Education & Experience:

• Experience working with Quickbooks Online financial software and PeopleSoft or similar platforms
• Proficiency using/troubleshooting technology including computers, software, digital projectors and platforms

Required Licensure/Certification/Specialized Training:

• None

Preferred Licensure, Certification, and/or Specialized Training:

• Proficiency in Concur, Jaggaer, or other contract management systems
• Proficiency in Microsoft Office Suite, particularly Word and Excel, and Zoom or other virtual meeting software

Knowledge, Skills & Abilities:

• Knowledge of customer service techniques.
• Knowledge of general budget terminology and methodology.
• Skill in analyzing, evaluating and reporting quantitative data, and ability to extract and analyze financial data in a computerized environment.
• Ability to demonstrate a commitment to understanding cultural differences, promoting anti-racist values, and supporting a culture of diversity, equity, and inclusion
• Ability to provide a supportive work environment and excellent customer service to department colleagues, students, and internal and external stakeholders.
• Ability to use an inclusive, collaborative, and learner-minded approach in problem solving.
• Ability to demonstrate strong and detailed analytical, problem solving and research capabilities, and communicate results in clear and concise financial and written reports.
• Ability to work collaboratively and effectively with others.
• Ability to exercise independent judgement and initiative.
• Ability to review and interpret data and make recommendations to improve and streamline processes.
• Ability to communicate clearly, both orally and in writing.
• Ability to work independently as well as on team based projects.
• Ability to manage multiple projects and meet strict deadlines.
• Knowledge of financial budgets, planning and analysis in a complex multi-cost center environment.
• Knowledge of project management techniques.
• Knowledge of information warehouse and business intelligence software tools.

TCU Core Competencies:

University Core Competencies definitions may be found on the Human Resources website and in the staff performance management system.

Physical Requirements (With or Without Accommodations):

• Visual acuity to read information from computer screens, forms and other printed materials and information.
• Able to speak (enunciate) clearly in conversation and general communication.
• Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.
• Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.
• Lifting and moving objects and equipment up to 10 lbs.

Work Environment:

• Work is indoors and sedentary and is subject to schedule changes and/or variable work hours.
• There are no harmful environmental conditions present for this job.
• This role is an on campus, in-person position.
• The noise level in this work environment is usually moderate.

AA/EEO Statement:

As an AA/EEO employer, TCU recruits, hires, and promotes qualified persons in all job classifications without regard to age, race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, national origin, ethnic origin, disability, genetic information, covered veteran status, or any other basis protected by law.