Financial Manager Case Western Reserve University - 4.0 Cleveland, OH Job Details Full-time $49,257 - $69,975 a year 1 day ago Benefits Health insurance Tuition reimbursement Paid time off Retirement plan Qualifications Microsoft Word Financial forecasting Financial planning software Confidential information handling Microsoft Excel Financial model construction Presentation software Managing budgets in an accounting role Bachelor's degree Student advocacy Accounting and finance experience Financial projection model development Business operations Financial forecasting analysis Data analysis software Full Job Description Salary Grade Case Western Reserve University is committed to providing a transparent estimate of the salary range available for this position at the time of its posting. The salary range is between $49,257 and $69,975, depending on qualifications, experience, department budgets, and industry data. Employees receive more than just a paycheck. University employees enjoy a comprehensive benefits package that includes excellent healthcare, retirement plans, tuition assistance, paid time off, and a winter recess. Job Description

POSITION OBJECTIVE

This position requires the Financial Manager to exercise discretion and independent judgment with respect to financial business operations. Working under minimal supervision, the financial manager will provide expertise in account reconciliation, procurement, reimbursements, travel, billing, analyzing variances, forecasting expenses, grants management and trending financial patterns in various departments for Office of the Provost and its departments. The financial manager will advise and manage a systematic approach to review expenses, project/program financial development, review salary and all compensation, prepare reports and analyze the financial position of any department at the request of the management center. The financial manager will oversee a budget area of at least ten departments which report up within the provost's area, varying in size and scope. The financial manager will meet with the directors monthly for budget review and planning.

ESSENTIAL FUNCTIONS 1.

Guide multiple departments through the annual budget development process. Assigned portfolio will include smaller and less complex departments. Escalate matters to Associate Director as necessary. Use standard financial tracking system that fosters the analysis of yearly trends. In coordination with the department directors, detect issues or trends with spending, recommend next steps to best utilize financial resources, and implement. Maintain and prepare financial statements, such as quarterly forecasts and other ad-hoc financial reports. Initiate and submit correcting financial entries (journals), identify status of accounts and resolve discrepancies. Provide information to help with evaluating the adequacy of current reports and processes and support the development of new reports or processes as needed. Support tracking of operating, agency, sponsored program, and endowment funding totaling over 144 million in approximately 2,900+ accounts. Carry out procedures designed to ensure the compliance of applicable federal requirements, regulations, resolutions and grant requirements. Conduct financial research, cost analysis and reporting as necessary. Identify inconsistencies in internal control procedures and make recommendations for improvements. Resolve issues in conjunction with Case Western Reserve University's Offices of Research Administration, Budget, and Controller. (30%) 2. Campus Groups and Student Group AGY Financial Management. Review PeopleSoft transactions that relate to Campus Groups and address any issues. Review financial transactions and approve on behalf of office or deny/follow-up if more information is needed. Create, manage and update Campus Groups documentation and training materials related to this function and present to department and student group leaders. Provide financial reports to various internal parties as requested, both routine and ad-hoc. Coordinate with staff members who maintain the Campus Groups system. Advise the Associate Director of Finance, the Director of Finance and other leaders in matters related to Campus Groups financials for possible improvements. (40%) 3. Serve as a Grant Specialist for the Office of the Provost (inclusive of Student Affairs and Financial Aid). Provide direct support from proposal submission (including budgeting and document review) to annual reporting and final close-out. Meet with principal investigators on a regular basis to assure compliance with grant terms and conditions and advise on appropriate financial direction and escalate concerns to department leadership as appropriate. In coordination with other university offices, provide financial reports to granting agencies, donors, or various internal parties. Provide routine or special financial analysis on various accounts or units as necessary. Assist departments in understanding protocol, processing paperwork and coordinating and communicating with appropriate offices (e.g., Research Administration and Grants Accounting). Provide training and support in the use of Sparta (the university¿s grants management software) to departments. Responsible for effort reporting process. Monitor all sponsored programs under the Office of the Provost. (20%) 4. Advise and train the department administrators and department leaders in budget preparation, purchasing, invoicing, P-Card and D-Card use and reconciliation and budget set up, reconciliation and forecasting. Assure the proper and timely resolution of budgetary issues, including fiscal year-end closing and recommend steps to resolve or prevent year-end deficits. Reconcile financial transactions and investigate any discrepancies, involving department or division leadership as necessary. Review and provide resolutions for issues concerning procurement services, travel, accounts receivable, grants and endowment accounting. (10%)

NONESSENTIAL FUNCTIONS

Perform other duties as assigned. (