Position Classification Description

Position Class Code / Title: B7002 / Associate Controller
Recruitment Tier: Tier 1
FLSA: Exempt
Grade: 16
HR Review/Approval:COMP

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.


Under limited direction, recommends, implements, and controls accounting policies and procedures, and coordinates and operates accounting, taxation, data control, accounts payable, and contract and grant functions of the university or major division thereof. Prepares consolidated financial statements and various financial reports.

Duties and Responsibilities

  1. Oversees the overall operations of programs reporting to this position.
  2. Exercises broad supervision of unrestricted and restricted fiscal activity to ensure sufficient fiscal controls to safeguard institutional funds while allowing the institution to accomplish its programmatic missions.
  3. Coordinates financial statements, annual financial reports, audit activities, and other information reports and requests; ensures accuracy and integrity of financial reporting.
  4. Provides direction and assistance to university organizations regarding accounting and budgeting policies and procedures, implementation of new practices and procedures, and efficient control and utilization of financial resources.
  5. Develops and manages annual budgets for the organization and performs periodic cost and productivity analyses.
  6. Maintains current knowledge of and implements changes based on university policies and procedures, federal policies and directives, and current accounting practices which directly or indirectly impact the university.
  7. Designs, establishes, and maintains an organizational structure and staffing to effectively accomplish the organization's goals and objectives; oversees recruitment, training, supervision, and evaluation of unit staff.
  8. Establishes and implements short- and long-range organizational goals, objectives, strategic plans, policies, and operating procedures; monitors and evaluates programmatic and operational effectiveness, and effects changes required for improvement.
  9. Recommends and participates in the development of university policies and procedures; may serve on university planning and policy-making committees.
  10. Oversees, approves, and implements computer software, hardware, and networks, and provides leadership in the management, design, and development of automated financial management systems which support the research, fiscal, and operational functions of the institution.
  11. Plans, develops, and implements strategies for generating resources and/or revenues for the organization.
  12. May serve as the university's audit coordinator.
  13. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • Bachelor's degree; at least 5 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

  • Knowledge of fiscal controls related to the safeguarding of institutional funds.
  • Skill in examining and re-engineering operations and procedures, formulating policy, and developing and implementing new strategies and procedures.
  • Knowledge of faculty and/or staff hiring procedures.
  • Skill in budget preparation and fiscal management.
  • Knowledge of financial/business analysis techniques.
  • Ability to analyze and interpret financial data and prepare financial reports, statements and/or projections.
  • Knowledge of software to quantify and illustrate complex financial reports, comparisons, impacts, and/or projections.
  • Knowledge of current changes and/or developments in federal, state, local accounting laws, and university policies and procedures.
  • Ability to foster a cooperative work environment.
  • Ability to develop financial plans and manage resources.
  • Knowledge of computerized information systems used in financial and/or accounting applications.
  • Employee development and performance management skills.
  • Knowledge of organizational structure, workflow, and operating procedures.
  • Ability to supervise and train employees, to include organizing, prioritizing, and scheduling work assignments.
  • Knowledge of federal and state financial regulations, and university financial policies and procedures.
  • Ability to identify and secure alternative funding/revenue sources.
  • Organizing and coordinating skills.

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