Financial Systems Manager

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Job Descriptions

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General Information
Position Title:	Financial Systems Manager
Control Number:	002206
Reports To:	001565
Department Name:	Controller's Office
Location:	Controller's Office
Date Prepared:	Mar-05
Exempt:	Yes

Primary Purpose

The Financial Systems Manager has broad responsibility for the functional management of the College's financial information system. The primary objectives for this position are to ensure that all finance and finance-related modules are working effectively and efficiently; staff are trained in the use of the system; the data has integrity; proper security is in place to prevent unauthorized access and processing; testing of systems upgrades are performed; and financial reporting is occurring timely and accurately. The Manager is the liaison between Finance (Controller and Budget) and Information Services (IS) and represents the Finance group at all related meetings. The Manager is responsible for, at times, the project management on technology related projects related to the Finance function.

Responsibilities

Works cooperatively with others and accepts direction from supervisors.

The Manager has overall responsibility and accountability for the operations, maintenance, and troubleshooting for the following BANNER modules:

General Ledger

Maintain Chart of accounts
Maintain and monitor system security.
Interface from other Banner Modules - such as Payroll, Student Accounts & Alumni.
Verification of system integrity through reconcilement of general ledger control accounts to subsidiary ledgers.
Perform monthly and annual fiscal closings.

Accounts Payable/Purchasing, Payroll, Grants & Contracts
Accounts Payable/Purchasing:
Ensure that invoice and check processing are functioning properly.
Maintain codified system procedures for all accounts payable system functions.
Train accounts payable staff on any new system functionality.
Ensure that purchase order processing is functioning properly.
Maintain codified system procedures for all purchasing system functions.
Train purchasing staff on any new system functionality.

Payroll:
Ensure that payroll and tax processing are functioning properly.
Maintain codified system procedures for all payroll system functions.
Train payroll staff on any new system functionality.

Grants & Contracts:
Verification of system integrity of the grant ledger to the general ledger.
Maintenance and monitoring of grant tables (indirect and fringe rate, etc.)
Maintain codified system procedures for all grant system functions.
Train grants staff on any new system functionality.

Student Accounts
Ensure that accounts receivable and cashiering processing is functioning properly.
Maintain codified system procedures for all student accounts system functions.
Train student accounts staff on any new system functionality.

Budget
Ensure that all budget related functionality is working properly.
Maintain codified system procedures for all budget system functions.
Train accounting staff on any new system functionality.

Endowment
Ensure that the endowment module is functioning properly (proper unitization, income distribution, etc.)
Maintain codified system procedures for all endowment system functions.
Train accounting staff on any new system functionality.

The Manager has overall responsibility and accountability for the operations, maintenance, and troubleshooting for any and all Finance-related modules implemented not included in the list above

The Manager has overall responsibility and accountability for the creation and implementation of testing plans to test future BANNER Finance and BRIO upgrades. It is expected that the Manager coordinate all testing within Finance (Controller and Budget) specifically, and with ITS, generally.

The Manager has overall responsibility and accountability for the creation, implementation, and continued production of various financial reports using the standard reports available in BANNER or the College's reporting tool (BRIO), including:

Monthly financial Statements
Monthly departmental reports
Open invoice and purchase order reports
Year-end audit reports, lead sheets and schedules

Other reports

The creation of most financial reports will be a collaborative process, using various members of the College, such as the Controller, Associate Controller, Budget Director, accounting and budget personnel, etc.

In addition, the Manager is responsible and accountable for the integrity of data used by the BRIO reporting tool. It is expected that the information reported using BRIO is verified to the BANNER information system as to its accuracy.

In collaboration with other College offices, the Manager is responsible and accountable for developing and administering end-user BANNER Finance training.

Manager is responsible and accountable for the development and maintenance of the Controller's Web site

The Manager is responsible - at times - for the project leadership on campus-wide business process improvement initiatives.

The Manager may be called upon to provide special financial analysis.

B. SPECIFIC DUTIES: The duties that are performed and the approximate percentage of time devoted to each annually.

50% Operations, maintenance, and troubleshooting for the following BANNER modules: General Ledger, Accounts Payable/Purchasing, Payroll, Grants & Contracts, Student Accounts, Endowment, Budget & Position Control, and any and all Finance-related modules/processes implemented not included in the list above. Also - provide secondary support to the HRIS function in Human Resources.

30% Creation, implementation, and continued production of various financial reports using the standard reports available in BANNER or the College's reporting tool (BRIO), including data integrity analysis and data reconciliation.

10% Creation, implementation, and delivery of BANNER Finance training.

10% Assist the Controller in other duties as assigned.

C. RELATIONSHIPS: The types of people inside and outside of the College that are contacted regularly as part of the job responsibilities. For individuals outside the College indicate name of function and type of organization.

TYPE OF CONTACT PURPOSE AND NATURE OF CONTACT

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Associate Controller and Budget Office

Creation, implementation, and continued production of various financial reports; Managing fiscal audit process (system);

Maintenance of Chart of Accounts;

Monthly closings.

Purchasing, Payroll, General Accounting, Grants & Contracts Accounting, Accounts Payable, and Bursar.

Operations, maintenance, and troubleshooting for the BANNER Finance modules.

Human Resources

Collaborate with Human resources on payroll related system issues.

Coordination of testing plans; liaison with IS for the Finance function; collaborate on BANNER Finance training.

Fiscal Auditors

Provide data, information, and reports in response to auditor inquiries.

SCT

Resolve BANNER Finance issues; coordinate consulting.

College Budget Administrators

Provide BANNER Finance training; answer BANNER Finance and/or reporting inquiries.

Education & Training

Bachelor's degree in business, finance, or other related field. or graduate degree in business or finance. A thorough working knowledge of Financial Systems.

Experience

Five or more years management experience in a business environment with significant interpersonal contacts requiring independent professional judgment. Financial systems, Higher Education finance and accounting. BANNER Finance, SQL, and project management is essential. Microcomputer operations including database, spreadsheet and word processing.

Knowledge

Strong verbal and written communications skills; ability to articulate strategies and implement policies; budget management; demonstrated ability to organize information, time and widely disparate priorities and complex issues so as to accomplish multiple, on-going and unrelated time critical tasks.

Other

The effectiveness of a Financial Systems office will depend on the diligent efforts of the Financial Systems Manager - collaborating with College managers, staff and faculty. Accordingly, the Manager must have well-developed interpersonal and human behavior skills to communicate effectively the proper use of the BANNER Finance information system, to gain the cooperation of the many diverse departments and to coordinate their efforts to accomplish the goal of streamlining processes, providing accurate and timely information, and providing exceptional service to constituents. The Manager comes in contact with many different personalities and types of people. The goodwill of the College must be reflected to all who come in contact with the Manager, while utilizing appropriate measures to preserve the College's rights, resources, financial integrity and reputation in every instance. The Manager is routinely involved in highly sensitive matters; errors in judgment could adversely affect the financial integrity and the reputation of the College.

EQUIPMENT/MACHINERY USED: All normal office equipment including microcomputers.