The incumbent in this position functions as the Chief Accounting Officer for the University of Wisconsin Oshkosh and is responsible for ensuring that the University operates in a financially controlled and secure manner, and within its statutorily authorized budget. The incumbent takes a leadership role in interpreting UW System-wide financial policies, ensuring the accuracy of accounting records, setting the standards for the delivery of services to the customers served by all financial operations, and providing such internal and external reports as are required for the successful financial management of the University. The design, implementation and review of efficient and effective University financial systems are key responsibilities of the incumbent. The incumbent manages and is ultimately responsible for Accounts Payable, Accounts Receivable, the General Ledger, Purchasing, Grants and Auxiliary Accounting, Advancement, Student Accounts and Receivables, contracts review, developing and maintaining a planned new monthly measurement system, and Composite Financial Index (CFI) analysis. Also, responsible for developing and implementing an Audit Control and Compliance oversight function. The incumbent reports to the Vice Chancellor for the Division of Administrative Services. In the absence of the Division's Vice Chancellor and the Deputy Vice Chancellor, the incumbent serves as the official representative for the Division.
The new Controller will oversee the finalization of the newly created centralized Controller function which consolidates financial activities currently performed across the University into a newly centralized group of roughly 20 people.
Management of Financial Operations
Plan, develop and manage the University's basic systems of accounting and financial control, i.e. the General Ledger, Accounts Payable, Accounts Receivable, security, asset procurement and management, and financial reporting systems. Ensure adequate staffing levels, fiscal integrity of the information and compliance with all relevant Federal, State and UW System (UWS) regulations and policies.
Control and monitor a $263 million budget (FY2017) to ensure compliance with all State statutes, Federal regulations and UW System policies and procedures. Establish checks and identify the need for audits, referring that need to UW-System’s internal auditor as deemed necessary for the protection of University assets.
Serve as campus system administrator and core team representative for the PeopleSoft-Shared Financial System (PS-SFS), ensuring that the system meets all University requirements and standards, and that staff members are thoroughly trained in its use. Serve as liaison between accounting and data processing staff members, scheduling and sequencing operations, implementing new software releases, verifying results, and ensuring corrective action is taken to maintain the integrity of PS-SFS. Represent the University at related meetings and conferences. Manage the chart of accounts, ensuring correct and accurate accounting classifications, system enhancements and upgrades.
Serve as primary liaison among units and departments, both internal and external, for operational effectiveness
and efficiency, i.e., liaison to the UW System Controllers group; the UW System Financials group; other UW System committees; and the University's PS-SFS core team, University administrators, the Information Systems and Technologies Division, and the University community that includes students, parents, faculty and staff. Maintain relationships with various banking institutions for the maintenance of accounts. Ensure the adequacy of activities and reconciliation of campus bank accounts.
Develop, establish and implement operating policies and procedures that will be used as guides in processing information and handling tasks; implementing changes to financial systems as a result of Federal, State and/or
UW System requirements; formulating proposals for improvements to computer-based applications used by staff members; and composing responses to questions from students, parents, faculty, staff, vendors, UW System administration and other University contacts.
* Maintain budget and accounting processes for monitoring and reporting on extramurally funded programs. Review grants and contracts for fiscal impact and contractual obligations. Prepare financial statements of Auxiliary Operations. Provide advice and counsel concerning grants, contracts and Auxiliary operations to the Division's Vice Chancellor and Deputy Vice Chancellor.
* Direct the development and continued improvement of purchasing procedures and processes necessary to maximize the use of resources within statutory restrictions in a timely and efficient manner, including procurement, assignment and disposition where appropriate.
* Direct the activities necessary to maintain a computerized, equipment inventory for identification, valuation, and location of equipment, insurance reporting, indirect cost appreciation data, and other related financial reporting.
Identify the need for improved effectiveness and efficiency in the areas of responsibilities listed above. Recommend to the Vice Chancellor restructuring that will generate improvements as UW System policies, procedures and processes evolve.
Complete special projects as assigned by the Vice Chancellor.
• Master’s Degree, MPA or MBA in Accounting, Finance, Business or related field and/or CPA certificate
• Commitment to the highest standards of customer service, for both internal and external stakeholders
• Knowledge of and experience with complex computer-based financial accounting management systems; e.g., PS-SFS, WISDM, etc.
• Proficiency in the use of the Microsoft Office applications, calendar management and email software as productivity/ communication tools
• Well-developed, and cutting edge understanding of higher education funding sources and related policy issues
• At least five (5) years of experience in managing finances within an institution of higher education
• Experience in change management and creating a new organization
• Experience in building and developing new financial and operational processes