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Position Classification Description

Position Class Code / Title: B7013 / Assoc Dir,Univ Budget Opns
Recruitment Tier: Tier 1
FLSA: Exempt
Grade: 16

This is a description of a Staff Position Classification. It is not an announcement of a position opening. To view descriptions of current openings, please go to UNMJobs and Search Postings to view positions that are currently accepting applications.

The following statements are intended to describe, in broad terms, the general functions and responsibility levels characteristic of positions assigned to this classification. They should not be viewed as an exhaustive list of the specific duties and prerequisites applicable to individual positions that have been so classified.

Summary

Manages budget operations, planning, and fiscal monitoring for UNM Main Campus. Oversees, verifies, and coordinates official budget documents for the various University campuses within an assigned span of operation. Develops and coordinates Main Campus budgeting processes, applying advanced budgetary and accounting concepts. Works closely with other OPB&A staff on the coordination and submission of University budgets to the State. Provides direct and indirect supervision of Main Campus Budget Office staff.

Duties and Responsibilities

  1. Provides direction and assistance to designated University operating components regarding budgeting policies and procedures, implementation of new practices, and efficient control and utilization of financial resources.
  2. Collaborates and provides leadership in the development and management of the annual budget for the institution; oversees the creation and implementation of Main Campus Departmental Budgets.
  3. Assists the AVP, Planning, Budget, and Analysis with the establishment of short- and long-range organizational goals, objectives, policies, and operating procedures; monitors and evaluates program effectiveness; effects changes required for improvement.
  4. Oversees and manages designated professional and support staff, to include hiring, work allocation, training, and performance evaluation.
  5. Works with the AVP, Planning, Budget, and Analysis to provide leadership and direction on specified higher education funding issues.
  6. Oversees Banner Budget Planner post implementation and Banner Budget operations, processes, approvals, testing, training, and improvements.
  7. Oversees the management of the institutional Position Control Department processes, tracking, and budgetary control.
  8. Directly participates in the development of the Regents' Budget Document, summarizing the total of the University's projected operating and plant fund/capital outlay revenues and expenses for Main Campus and Branches; recommends and implements budget adjustments for proper reporting to Regents; prepares variance explanations and additional analyses for the monthly Regents Report as appropriate.
  9. Participates in the development of the Main Campus Unrestricted Budget and the reporting of actuals; in conjuction with other OPBA staff, reviews and verifies calculations of budget and formula submissions to the State, ensuring compliance with Higher Education Department (HED) standards.
  10. Participates in the analysis of all components of relevant budget formulae and all funding legislation.
  11. Reviews and analyzes detailed budgets for a comprehensive range of institutional funds, across all UNM campuses; coordinates entry of financial data into the University's ERP system.
  12. Reviews and approves main campus institutional staffing budgets; schedules allocation and tracks disposition of relevant funds and carry-forward balances.
  13. Serves on University financial planning committees and participates in recommendations concerning changes to the University's financial system.
  14. Directs and advises faculty and staff in the understanding of financial information and in developing budget and cost control strategies.
  15. Prepares specialized financial reports and analyses for officers of the University and outside funding agencies as appropriate; develops models for projecting revenue as appropriate.
  16. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • Bachelor's degree in Accounting, or in a related field including at least 15 credit hours of Accounting; at least 6 years of experience directly related to the duties and responsibilities specified.
  • Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

  • Ability to provide excellent customer service.
  • Ability to communicate effectively, both orally and in writing.
  • Advanced knowledge of public sector financial, accounting, and budgeting principles and procedures.
  • Ability to develop, plan, and implement short- and long-range goals.
  • Ability to execute and integrate complex financial analyses and prepare comprehensive capital/operating budget summaries and projections.
  • Ability to make administrative and procedural decisions.
  • Ability to solve complex problems.
  • Knowledge of computerized information systems used in financial and/or accounting applications.
  • Ability to investigate and analyze information and draw conclusions.
  • Ability to supervise and train employees, to include organizing, prioritizing, and scheduling work assignments.
  • Organizing and coordinating skills.
  • Advanced financial analysis and mathematical skills.
  • Knowledge of HED financial reporting standards and of State of New Mexico financial reporting laws, regulations, and procedures.
  • Employee development and performance management skills.
  • Knowledge of higher education fund accounting principles and procedures.
  • Ability to design and develop complex financial models.
  • Demonstrated operational and technical knowledge of Enterprise Resource Planning systems, such as SCT Banner.

Working Conditions and Physical Effort

  • No or very limited physical effort required.
  • No or very limited exposure to physical risk.
  • Work is normally performed in a typical interior/office work environment.

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 03/20/2017