Job Description For Director of Financial Reporting & Analysis (ACO204)
Positions within Baylor University exist to support the mission, which is to educate men and women for worldwide leadership and service by integrating academic excellence and Christian commitment within a caring community.
- Position Class
- 1109
- Job Family
- General Administration
- Sub-Family
- Administrative Leadership
- Department
- Controller's Office (112ACO)
- FLSA Status
- Exempt - Does not qualify for overtime
Senior Director for Financial Systems & Treasury Services
providing financial analyses and reporting supporting the University’s strategic financial plans through benchmarking and research, data driven decision support, predictive analytics, and internal and external reporting. Key University resource related to generally accepted accounting principles (GAAP) and reporting and impact on University policies and procedures. Serves as principal owner of financial reporting processes to include research and implementation of best practices related to presentation of financial information and data supporting University administration/departments/units, and external entities; coordinates forecasts of financial statements and performs other analytical or accounting functions and services as needed.
| Description | Pct. of Time |
| Lead efforts related to preparation of varied and complex routine and non-routine reports, analyses and projections for management use, including preparation and analysis of the University's annual financial statements. | 15% |
| Serve as University’s primary resource related to general financial accounting and reporting principles and impact on University reporting, policies, and financial planning. | 15% |
| Interfaces with accounting staff, senior management and others on GAAP and FASB policy interpretation, reporting, and implementation. | 15% |
| Leads and manages efforts of preparing and distributing of monthly, quarterly, & annual reports for use by admin, operating units, & external entities. Ensures that all complies with regulations and prof standards. Coordinates fin analytics across teams. | 15% |
| Lead the functional testing of financial systems related to reporting processes. Research and suggest improvements and enhancements as appropriate. | 10% |
| Supervise the maintenance of the University’s chart of accounts and maintain reporting structures within the financial system. | 10% |
| Assist with and coordinate special projects and perform other duties as assigned. | 10% |
| Ownership of efforts to insure information is trusted via data governance and validation processes. Enables strong stewardship of sources of information that are the basis of the reporting environment. | 5% |
| Review, update and draft policy and procedure statements related to reporting functions of the University. | 5% |
| Total | 100% |
Functional Skills
Cost Awareness
Demonstrates an ongoing awareness of budget levels and the ramifications of exceeding them. Regularly tracks expenses against budget projections to ensure that spending levels can be adjusted as necessary. Cost-conscious and tends to stay within budget. This contrasts with individuals who lose sight of ongoing costs, allow expenses to exceed projected amounts and place far too little emphasis on cost-containment or on giving others timely warnings about budget issues.
Technical Skills
Possesses the technical skills and knowledge required to perform essential tasks in an efficient and effective manner. Demonstrates the willingness and ability to train or coach others in the technical arena. This is quite different than those individuals who lack technical skills or knowledge and/or have failed to demonstrate a willingness and ability to train others to perform well in technical assignments.
Planning
Develops the steps necessary to accomplish long-term goals. Identifies long and short-term goals and establishes realistic plans to reach them. Allocates required resources, allows for contingencies and ensures that plans fit with the larger needs of the organization. Sets milestones to measure progress along the way. This is distinctly different from individuals who ignore long-term or short-term goals, fail to link their goals to broader initiatives, have not set realistic plans that allow for contingencies, and/or ignore the importance of milestones that could enhance motivation in the pursuit of long-term plans.
Project Management
Manages each stage of a project to ensure that commitments are met in a manner that is timely and within budget. Clearly defines roles and responsibilities, determines necessary resources, and monitors project performance through appropriate systems and procedures. This is distinctly different from individuals who fail to assess and define roles needed to complete a project, do not secure adequate resources, do not monitor ongoing progress or spend too much time on one project and not enough on each of multiple projects.
Operating Skills
Decisiveness
Investigates all viable options, along with the potential consequences of each, and then makes timely and good decisions. Can direct a group through this process and does not hesitate to make difficult decisions. Can speed up the decision-making process when time is of the essence, yet can also slow it down when there is time to do so. This differs from those who make quick decisions even when there is little time pressure or too few options have been explored, who struggle to make decisions when they are difficult or controversial, who fail to take charge when a group is struggling to move forward; and/or who miss "windows of opportunity" by delaying decisions when timing is truly a critical factor.
People Management
Building Team Environment
Establishes an environment that creates incentives for, and eliminates barriers to, a team environment. For example, articulates common goals, communicates how individual roles contribute to team success, provides both clear direction and sufficient resources while removing or reducing obstacles to team success. This contrasts with those who reward competitive behavior within the team, fail to connect individual roles to team goals, talk/write about the importance of teamwork without providing adequate resources or fail to play a key role in neutralizing any other obstacles to team success.
Strategic Skills
Analytical Thinking
Breaks down problems and issues into sub-components and then assesses the costs, benefits and risks of various options prior to selecting a particular approach. This contrasts with the behavior of individuals who tend to attack problems without a thorough examination of all important components and ramifications; who fail to weigh the costs, benefits and risks associated with various alternatives; and/or who are unable to explain or justify their decisions in a logical and systematic fashion.
Instructions and guidelines define overall goals and priorities. This position may have the authority to affect, interpret, or implement policies and procedures. This position provides consultation and expert advice to management and is involved in planning business objectives. This position resolve matters on behalf of management. This position has the authority to make decisions without direction from supervisor.
Bachelor's Degree
Master's Degree
Accounting
7 years
9 years
CPA license
CPA
Solid technical accounting knowledge in FASB standards and disclosures. Ability to analyze and document business processes, internal controls and procedures. Ability to coordinate a variety of activities. Advanced knowledge and experience with financial, reporting and accounting systems. Experience preparing complex analyses and reports and ability to analyze overall financial results and detailed data quickly. Ability to communicate and present results effectively. Ability to coordinate with multiple levels within organization and maintain confidentiality. Ability to organize work to meet timetables and deadlines. Ability to work independently with minimal supervision. Ability to work in a team environment. Attention to detail with accuracy. Courteous and customer service oriented. Professional work ethic and interaction requiring tact and diplomacy with a diverse population.
Masters, not-for-profit, university or college experience
| student workers | 0.50 |
Frequently supervises 10 or less staff members and / or student workers.
Plans, assigns, directs and coordinates work of others; ensure that the group's work is completed within budget. Counsel subordinates on improving work quality.
| Requirement/Condition | Frequency |
| Work performed in a normal office environment. | Constant |
| Work performed in an environment requiring exposure to weather extremes. | Never |
| Work performed in an environment requiring exposure to fumes, odors and noise. | Never |
| Requirement/Condition | Frequency |
| Physical effort with some handling of light weight such as supplies or materials (0 to 15 lbs). | Constant |
| Physical efforts including standing, lifting and carrying light to moderately heavy materials or equipment. (15 to 50 lbs). | Never |
| Physical effort such as pushing, pulling, bending, lifting, and carrying heavy objects (50 + lbs). | Never |
| Requirement/Condition | Frequency |
| Demands require close visual attention. | Constant |
| Demands require prolonged mental concentration. | Constant |
| Requirement/Condition | Frequency |
| Exposure to hazards that may result in some injury, lost time, or threat to one's personal health. | Never |
| Exposure to job hazards that may result in injury, lost time, total disability or death. | Never |
Last Modified:
9/12/2019 4:27:58 PM