Position Classification Description

Position Class Code / Title: B8022 / Chief Financial Services Ofcr
Recruitment Tier: Tier 1
FLSA: Exempt
Grade: 18
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.


Directs, coordinates, and oversees the management of various core Financial Services units. Establishes, implements, and oversees the administration of institutional unrestricted, post-award accounting, sponsored research and financial systems management policies, processes, and procedures. Reports to the Senior Executive Officer of Finance and Administration for HSC or to the University Controller for Main Campus and serves as a member of the respective financial leadership team.

Duties and Responsibilities

  1. Directs, oversees and integrates the activities of various core financial services units. Ensures fiscal compliance and establishes fiscal controls to safeguard institutional funds while allowing the institution to accomplish its programmatic missions.
  2. Oversees the design, implementation, and support of financial systems and related policies and processes needed to identify and manage funds, revenue and expenditures.
  3. Provides leadership in the design, development, implementation, and management of automated financial systems that support the research, fiscal, and operational functions of the institution; reviews, approves, and oversees implementation of supporting systems software, hardware, and networks. Manages the working relationships between project leadership, university administration, and principle business and operational stakeholders.
  4. Provides direction and oversees the provision of assistance to campus constituencies regarding application and interpretation of accounting and restricted budgeting policies and procedures, implementation of new practices and procedures, and efficient control and utilization of financial resources.
  5. Directs and collaborates with constituent faculty and staff engaged in the development and execution of research contracts and grants, to streamline processes and procedures while maintaining and/or strengthening institutional compliance with Federal restricted accounting and reporting requirements.
  6. Collaborates with leadership and administration to establish programmatic goals and priorities for business and technology solutions to meet institutional needs as well as to determine the training and development needs of staff in the utilization of such technology and maintenance of the institution's system of internal controls. Researches, recommends. and oversees implementation of process and procedure changes based on university policy and procedure, federal legislation and directives, and changes to relevant current accounting practices.
  7. Serves as a member of the financial leadership team, participating in long-range fiscal planning and goal setting for the institution, and in the design and establishment of strategic financial services and reporting policies and practices.Recommends and participates in the development of university policies and procedures; may serve on university planning and policy-making committees.
  8. Designs, establishes, and maintains an organizational structure and staffing to effectively accomplish the organization's goals and objectives; oversees the management of personnel to include recruitment, training, supervision, and evaluation of unit staff.
  9. 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.
  10. Develops and manages budgets for the organization and performs periodic cost and productivity analyses. Administers business plans for project development and deployment. Directs the production of annual financial reports, audit activities, and other information reports and requests; ensures accuracy and integrity of financial reporting.
  11. Maintains currency of knowledge with respect to the university's strategic directions and plans, and relevant state-of-the-art systems and technology.
  12. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • Bachelor's degree in Business Administration, Finance, or an equivalent field; at least 8 years of directly related 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 analyze and interpret financial data and prepare financial reports, statements and/or projections.
  • Ability to foster a cooperative work environment.
  • Ability to interpret business and operational needs and develop integrated, creative solutions.
  • Ability to supervise and train employees, to include organizing, prioritizing, and scheduling work assignments.
  • Advanced analytical, evaluative, and objective critical thinking skills.
  • Comprehensive knowledge and understanding of Federal and State financial laws, regulations, and operating guidelines as they pertain to public institutions of higher education.
  • Demonstrated organizational and management skills.
  • Employee development and performance management skills.
  • Knowledge and understanding of fiscal control systems and procedures related to the safeguarding of institutional funds.
  • Knowledge of current changes and/or developments in applicable federal, state, local laws, and university policies and procedures.
  • Skill in program planning, examining and re-engineering operations and procedures, formulating policy, and developing and implementing new strategies and procedures at an institute of higher education.
  • Skill in the use of software to quantify and illustrate complex financial data, comparisons, impacts, and/or projections.
  • Strategic planning and performance measurement skills.
  • Strong interpersonal skills and the ability to work effectively with a diverse range of constituencies.
  • Thorough knowledge of financial accounting principles and processes including core office operations.

Conditions of Employment

  • Employees in this job title are subject to the terms and conditions of an employment contract. Employment contracts are typically subject to review and renewal on an annual basis.
  • Employees who provide services or work in patient care or clinical areas are required to be in compliance with the University's influenza vaccination requirement.

Working Conditions and Physical Effort

  • No or very limited exposure to physical risk.
  • No or very limited physical effort required.
  • 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: 09/23/2020