The Associate Vice President (AVP) of Financial Services reports to the Vice President, Administration and Finance/Chief Financial Officer (CFO). Incumbent provides effective management and oversight of financial services which includes the following functions: budget, accounting, student financials and systems, financial systems, procurement, shipping and receiving, duplicating services, and University Bay card program.
The AVP provides leadership to a diverse financial support staff focused on delivering user-friendly services in an environment that is highly regulated and compliant driven, and requires collaboration and transparency. Incumbent is responsible for advising and making recommendations to the Vice President/CFO relative to overall University objectives, policies, and plans whenever financial services is involved. As part of the Administration and Finance leadership team, the AVP collaborates with his/her peers to create innovative solutions to intra- and inter-division issues while focusing on the University's strategic commitments and major goal of enhancing student success.
The position is required to have direct contact with and responds to requests from the President, Vice Presidents, Deans, department heads, other senior campus officials, the Chancellor's Office, and the State of California Controller's Office.
Provide overall leadership and management to Financial Services team. This includes supervising and providing guidance to direct reports and their staff; creating professional development plans for staff; fostering a culture based on Administration & Finance's core values of integrity, collaboration, respect, empathy, and stewardship; ensuring processes and procedures are in compliance with University, CSU, CA and federal regulations; ensuring accounting functions, general ledger transactions, and reporting functions are performed accurately and on a timely basis; promoting continuous process quality management improvements when assessing administrative functions.
Financial service activities include serving not only the University, but also auxiliary organizations such as Associated Students, Inc. (ASI), CSUEB Foundation and Cal State East Bay Educational Foundation, and also other contracted groups such as the CSUEB Alumni Association and California Compact.
The major units under the leadership and management of the AVP are as follow:
General Accounting: preparation of annual financial statements and audits, general ledger maintenance, trust fund accounting, donor funds accounting, ASI funds accounting, financial reconciliations, accounts payable; accounts receivables; internal and external financial reporting, expenditure transfers, and cash management.
Student Financial Services and Systems: receipting payments, disbursements of financial aid and refunds, billings, debt collection and advising, fee waivers and installment payment plans, sponsored registration, Perkins and Nursing pre-loans and exits.
Procurement and Support Services: contracts, purchase orders, procurement card, shipping and receiving, property inventory management, duplicating and mailroom.
Budget: developing, maintaining and administering University budgets including programmatic review and oversight of behalf of the VP/CFO; also includes preparing and reviewing financial pro formas for capital projects.
Financial Systems: oversight and responsibility of campus Common Financial System needs and provides updates and maintenance when required.
University Clubs and Bay Card: administration of student club accounts and the University Bay Card program.
Develop, update, maintain and implement a strategic plan for the Financial Services team that aligns with the division's strategic plan. Focus is on customer-centric process improvements, streamlining business operations for efficiency and effectiveness, collaboration and transparency.
Actively represent Financial Services and Administration and Finance, as requested, on designated university and/or auxiliary committees This includes but is not limited to participation in the Financial Officers Association.
Other duties as assigned.
Thorough knowledge of budgeting and resource allocation principles and theories and application in a higher education environment.
Knowledge of accounting and budget technology systems including payroll, accounts payable, general ledger, and other financial related systems.
Ability to function in a complex, high-demand environment, managing multiple priorities simultaneously while setting and achieving goals.
Creativity and solution-oriented thinking, comfortable adapting to rapidly changing territory and addressing ambiguity.
Proven ability to execute change and communicate it clearly.
Strong leadership and supervisory skills with the ability to lead, manage, and mentor a team of professionals and staff.
Proven record of directing and supervising staff in the formulation of goals and objectives, organizing work and work flow, delegating authority, training, and evaluating performance.
Excellent written and oral communication skills, strong interpersonal skills, and the ability to work effectively within financial operations and collaboratively across a diverse campus community.
Knowledge of the methods of process improvement and streamlining operations through redesign business practices and performance measurement.
Ability to empathize and effectively collaborate with various constituent groups, while keeping in mind customer-centric solutions and the University's goal of enhancing student success.
Knowledge of cost recovery principles and their applications among departments in the University and with outside entities; General Accepted Accounting Principles (GAAP) including all applicable Financial Accounting Standards Board (FASB) and Governmental Accounting Standards Board (GASB) pronouncements; and Single Audit Report preparation actions.
Knowledge of federal and state regulations related to cost accounting, sales and use tax, bond issuance, and other financial requirements.
The highest standards of personal and professional excellence and integrity.
Bachelor's degree in Business Administration, Accounting, Finance, Management or other closely related field; or an equivalent combination of education and experience.
Eight to ten years of progressively responsible finance and administration experience, of which at least seven years must have involved direct responsibility for managing a variety of financial and administrative functions as a mid-to-senior level manager in a medium to large institution/organization.
Preferred Skills & Knowledge
Master's degree and Certified Public Accountant (CPA) strongly preferred.
Experience working in higher education is preferred.
Experience with funding models, working with auxiliaries and not-for-profit entities, and the California State University system highly desirable.
Working knowledge of Oracle and PeopleSoft software systems is preferred.
This position is a Management Personnel Plan (MPP) position in the CSU, and serves at the pleasure of the President.
The CSU enjoys a generous benefits program with employer paid life insurance ($100K), as well as health, dental, and vision insurance with the monthly premium largely paid by the CSU. The CSU belongs to the CalPERS retirement plan in which medical and dental insurance continues in qualified retirement. The CSU has 14 paid holidays and the position earns 24 days of vacation and 12 days of sick leave per year.
How To Apply In addition to the CSUEB application, please submit a cover letter, a list of three (3) or more professional references, and a resume. Resumes alone will not be accepted in lieu of a completed online application. Apply on-line at www.csueastbay.edu/jobs.
This position will remain open until filled and may close without further notice.
Condition(s) of Employment This position is a "designated position" in the CSU's Conflict of Interest Code. The successful candidate accepting this position is required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission.
This is a position with supervisory/lead responsibilities, subject to completion of the University on-line Sexual Harassment training as a condition of employment.
California State University, East Bay conducts pre-employment screening that may include, but is not limited to: criminal background check, verification of academic credentials, licenses, certificates, credit history, professional references and/or verification of work history.
EEO Statement As an Equal Opportunity Employer, CSUEB does not discriminate on the basis of any protected categories: age, ancestry, citizenship, color, disability, gender, immigration status, marital status, national origin, race, religion, sexual orientation, or veteran's status. The University is committed to the principles of diversity in employment and to creating a stimulating learning environment for its diverse student body.
California State University, East Bay is known for award winning programs, expert instruction, small classes, a highly personalized learning environment—and a choice of more than 100 career-focused fields of study. With two scenic campuses—one in the Hayward Hills overlooking San Francisco Bay and the other in the Concord foothills of Mt. Diablo—plus a professional center in dynamic downtown Oakland, Cal State East Bay is where all your possibilities come into view.