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California Polytechnic State University

Location: San Luis ObispoCA 93407 Document ID: AC363-0RNY Posted on: 2018-10-0710/07/2018 Job Type: Regular

Job Schedule:Full-time
2018-11-06
 

Financial Manager



Cal Poly, San Luis Obispo

Financial Manager


Department: Fac Svcs-Fac Svcs Support Svcs (127902)

College/Division: Administration and Finance

Salary Range: Salary commensurate with background and experience of the individual selected. Cal Poly offers excellent fringe benefits, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System and educational benefits for eligible employees. All rights associated with the appointment are governed by the Management Personnel Plan adopted by the CSU Board of Trustees.

Position Description:
The Facilities Management and Development (FMD) organization is a unit within the Administration and Finance division and is responsible for the management, operations and development of facilities on the university campus. FM&D includes five critical and interdependent campus support departments, including Facilities Planning and Capital Projects; Customer and Business Services; Facilities Operations; Energy, Utilities, and Sustainability; and Environmental Health and Safety.

The Facilities Financial Manager serves as the organization's primary manager responsible for guiding and leading Facilities in all aspects of budget administration and financial management. Under the general direction of the Director of Customer and Business Services (CBS), the incumbent will serve as a resource for Facilities Managers in administering and oversight of a comprehensive budget development program, financial policies, reporting, and training, and fiscal leadership for Major and Minor Capital Outlay projects. This position will interface closely with campus Budget and Finance, Strategic Business Services, and Fiscal Services to assure consistent application of CSU/University policies, procedures, and practices, and compliance with collective bargaining agreements.

  • NOTE: To view the full position description including all the Required Qualifications click here

    Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. Check our benefits website for additional information.


  • Minimum Qualifications (Staff Only):
    Education and Experience:
  • Bachelor's Degree from a four year accredited college or university AND five (5) years of progressively responsible experience in the area of financial management with direct responsibility for budget and financial management.


  • Required Qualifications:
    1. Demonstrated skill in fiscal analysis, budget organization, planning and administration.
    2. Thorough knowledge of basic principles of accounting and financial management; and a general knowledge of business system applications and software, including standalone systems and enterprise-scale technologies.
    3. Demonstrated knowledge of a wide range of effective business practices, including but not limited to base budget and annual operating plan, budget and accounting, and financial systems.
    4. Demonstrated experience identifying areas of improvement based on department needs, changes in policy, regulations, Federal and State statutes, etc.; and the ability to provide recommendations for improvement to existing processes and procedures to provide continual improvement in financial operations for the department and University.
    5. Ability to maintain high quality/standards of work, leadership, ethics, commitment, and professional responsibility and judgment; and ability to represent the University and its interests in a professional and conscientious manner.
    6. Ability to independently interpret, explain, and apply a variety of complex statutes, regulations, codes, collective bargaining provisions, policies and procedures.
    7. Demonstrated ability to comprehend financial reports prepared in accordance with Generally Accepted Accounting Principles (GAAP).
    8. Strong analytical reasoning and problem solving skills including the ability to gather, interpret, and assess information/data from a variety of sources in support of recommendations; and the ability to formulate well-reasoned courses of action of solutions to complex problems.
    9. Ability to take initiative, anticipate problems, and solving issues in an imaginative, thorough, and practical timely manner.
    10. Ability to assess opportunities for and integrate technology into work environments to increase effectiveness, efficiency, and communication.
    11. Excellent communication skills; ability to effectively communicate complex information in a clear and understandable manner to a diverse audience, both verbally and in writing; and demonstrated skill in training/instructing others.
    12. Demonstrated ability to exercise tact, sound judgment, diplomacy and discretion to effectively handle a broad range of high level, sensitive situations and confidential information and data, and to respond appropriately to conflicts and problems.
    13. Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative, productive work atmosphere in and outside the University with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds.
    14. Excellent organizational and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating, overlapping and time-sensitive deadlines with a high level of detail and accuracy.
    15. Demonstrated customer service experience requiring a very high level of diplomacy and professionalism.
    16. Excellent computer skills and proficiency with a variety of computer applications including word-processing, spreadsheets, databases, presentation software, on-line systems, Internet as well as online calendaring and email.
    17. Working knowledge of or ability to quickly learn University infrastructure, policies and procedures.

    Preferred Qualifications:
    1. Demonstrated skills in an institutional/educational environment utilizing a customer-oriented and service-centered attitude.
    2. Management and budgetary experience in higher education setting, preferably in a large unionized public or private organization.
    3. Master's degree in Business or Finance.
    4. Certified Public Accountant (CPA).
    5. Knowledge of state governmental regulations and public policy.
    6. Knowledge of the State of California budget structure as it specifically relates to the CSU; and an understanding of the State Budget Act.
    7. Knowledge of CSU policies, state statutes, regulations, and codes under which the CSU operates.
    8. Experience working with relational databases such as PeopleSoft and Oracle Dashboards.

    Special Conditions:
    ***THIS POSITION IS OPEN UNTIL FILLED***
  • Must be willing to travel and attend training programs off-site for occasional professional development.
  • Must be able to work overtime, occasional holidays, and adjust working hours to meet special jobs. May be called back periodically to perform work as needed on an emergency basis.
  • The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 Revised July 21, 2017 as a condition of employment.
  • Must be able to successfully pass a pre-employment background/fingerprint check.
  • Full-time MPP employees are required to disclose outside employment at time of hire or within 30 days of taking additional outside employment subsequent to time of hire.
  • This position classification has been defined as "Exempt" and is not subject to the overtime provisions of the Fair Labor Standards Act (FLSA).
  • Retired CalPERS members selected for this vacancy must request and be approved for reinstatement from retirement prior to the start date. Employment of retired CalPERS members will typically be for 90 days or less and must be for work requiring specialized skills or for a bona fide emergency to prevent stoppage of business.

    Following a conditional offer of employment, a background check (including a criminal records check) must be completed satisfactorily before any candidate may start work with Cal Poly, San Luis Obispo. Failure to satisfactorily complete the background check may result in the withdrawal of the offer of employment. Note: Cal Poly cannot deny an applicant a position solely or in part due to a criminal conviction history until it has performed an individualized assessment and linked the relevant conviction history with specific job duties in the position being sought.

    Please note: Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Sensitive positions are those requiring heightened scrutiny of individuals holding the position based on potential for harm to children, concerns for the safety and security of people, animals, or property, or heightened risk of financial loss to Cal Poly or individuals in the university community.

    For health and well-being, Cal Poly is a smoke & tobacco-free campus. The university is committed to promoting a healthy environment for all members of our community.

  • Review Begin Date:

    Requisition Number: 105020

    To Apply: All applicants must apply online at: https://www.calpolyjobs.org.

    About Us
    Cal Poly is a nationally ranked, four-year, comprehensive public university. Founded in 1901, the 6,000-acre campus is nestled in the foothills of San Luis Obispo, along California's scenic central coast and midway between Los Angeles and San Francisco. With a budget of $168.5 million, the university has a student enrollment exceeding 17,000 students and employs more than 2,000 faculty and staff members. Cal Poly is part of the 23-campus California State University system.

    At California Polytechnic State University, San Luis Obispo, we believe that cultivating an environment that embraces and promotes diversity is fundamental to the success of our students, our employees and our community. Bringing people together from different backgrounds, experiences and value systems fosters the innovative and creative thinking that exemplifies Cal Poly's values of free inquiry, cultural and intellectual diversity, mutual respect, civic engagement, and social and environmental responsibility.

    Cal Poly's commitment to diversity informs our efforts in recruitment, hiring and retention. California Polytechnic State University is an affirmative action/equal opportunity employer.





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