Financial
Job Family Concept
The Financial job family is responsible for all aspects of accounting, budgeting, and financial activities related to maintaining and managing the university’s diverse fiscal resources to ensure compliance with applicable laws, regulations, and policies. Financial roles provide fiscally responsible services to the university community including but not limited to accounting, budgeting, reconciliation, sponsored project and grant management, financial services, medical billing, reporting, asset management, payroll, and general financial assistance.
Role Descriptions
Role descriptions below outline the distinguishing functions of each role within this job family.
Financial Associate:
Responsible for providing basic to moderately complex technical support for daily accounting operations by performing a variety of tasks by following policies and procedures. Knowledge and skills typically gained through specialized or on-the-job training.
Responsible for providing basic to moderately complex technical support for daily accounting operations by performing a variety of tasks by following policies and procedures. Knowledge and skills typically gained through specialized or on-the-job training.
Financial Professional:
Responsible for providing support to management in analyzing, auditing, and interpreting data while providing customized budget analysis and financial reports for both internal and external stakeholders. This role demonstrates a level of expertise in one or more areas and is responsible for the interpretation and application of financial policies and procedures. May supervise the work of others; however this is secondary to the primary function of the role. Competencies for this role are usually gained through formal education, specialized training, and/or experience in a program or specialty area specific to the position responsibilities. Specialized and progressively responsible experience is required as the level increases.
Responsible for providing support to management in analyzing, auditing, and interpreting data while providing customized budget analysis and financial reports for both internal and external stakeholders. This role demonstrates a level of expertise in one or more areas and is responsible for the interpretation and application of financial policies and procedures. May supervise the work of others; however this is secondary to the primary function of the role. Competencies for this role are usually gained through formal education, specialized training, and/or experience in a program or specialty area specific to the position responsibilities. Specialized and progressively responsible experience is required as the level increases.
Financial Business Management:
This is a blended role that demonstrates a level of expertise in several functional areas (Finance, HR, Strategic Planning, and Staffing) with the responsibility of interpreting and applying broad policies and procedures related to those areas. Competencies for this role are usually gained through formal education, specialized training, and/or experience in a program or specialty area specific to the position responsibilities.
This is a blended role that demonstrates a level of expertise in several functional areas (Finance, HR, Strategic Planning, and Staffing) with the responsibility of interpreting and applying broad policies and procedures related to those areas. Competencies for this role are usually gained through formal education, specialized training, and/or experience in a program or specialty area specific to the position responsibilities.
Financial Management:
Responsible for providing leadership, direction, training, and management for financial activities, resources, and operations of the division, college, institution, campus, or system-wide. Provides strategic expertise and guidance, and has increased accountability. Management-level roles have the management and development of people as a major accountability and have direct reports. This role accomplishes goals through overseeing their areas of responsibility, planning, managing resources, prioritizing, and directing the responsibilities of employees.
Responsible for providing leadership, direction, training, and management for financial activities, resources, and operations of the division, college, institution, campus, or system-wide. Provides strategic expertise and guidance, and has increased accountability. Management-level roles have the management and development of people as a major accountability and have direct reports. This role accomplishes goals through overseeing their areas of responsibility, planning, managing resources, prioritizing, and directing the responsibilities of employees.
Effective Date: TBD
