PRINCIPAL ACCOUNTABILITIES:
Consult with units or departments and/or coordinates the preparation of operating budgets based on actual performance, previous budget figures, estimated revenue, expense reports and other factors.
Compare University and departmental expenditures with budget allocations to analyze budgets and recommend approval to management.
Consult with units or departments regarding budget analysis, financial reports, reconciliation, irregular and unusual transactions and problems resolutions.
Confer with department heads and directors with respect to budgetary controls.
Monitor revenue and expense accounts to identify problem accounts.
Research, compile and update budgetary and forecast data for various financial reports.
Consults with key stakeholders to facilitate personnel and non-personnel budget adjustments in Workday.
Effectively manages a Workday worklist in a timely manner.
Assists with the development and implementation of the University’s budget model, budget reporting and associated processes through a consensus-oriented process.
Provides functional leadership for Workday control and associated budget-related issues in other modules within the University’s Workday financial system, to assure that central and campus user requirements are continuously reflected in system design, configuration, reporting, and upgrades.
Assists with the development of content and workbooks for the Universities annual budget training process.
Performs other related duties as assigned.
1.
Quality Management- Seek techniques to improve and promote quality; Demonstrates accuracy and thoroughness
2.
Business Acumen - Understands business implications decisions; Displays orientation to profitability; Aligns work with strategic goals
3.
Cost Consciousness- Works within approved budget; Develops and implements cost saving measures; Conserves organizational resources.
4.
Diversity - Shows respect and sensitivity for cultural differences; Promotes harassment-free environment.
5.
Ethics - Treats individuals with respect; Keep commitments; Works with integrity and ethically; Upholds organizational values
6.
Organizational Support - Follows policies/procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values.