Budget & Finance Manager, MAK COBE - Merrilee Alexander Kick College of Business

TITLE

Budget & Finance Manager, Merrilee Alexander Kick College of Business and Entrepreneurship

JOB SUMMARY

The Budget & Finance Manager, will play a critical role in the financial operations of the Merrilee Alexander Kick College of Business and Entrepreneurship. This position is responsible for analyzing budgetary data, forecasting financial trends, identifying variances, and providing clear, actionable insights to support strategic decision-making within the College. The role also includes monitoring budget-to-actual performance, preparing financial reports, and offering support and training to departments on budget-related processes.

This position requires the ability to interpret organizational policies, procedures, and financial guidelines to provide accurate and effective guidance. The Manager will work closely with the Dean and College leadership to ensure financial integrity and efficiency. Performance is evaluated based on the successful completion of assignments and the impact of financial recommendations.

ORGANIZATIONAL RELATIONSHIPS

Reports to: Dean, Merrilee Alexander Kick College of Business and Entrepreneurship

Supervises: Business Manager, Student Assistants, and other clerical staff

ESSENTIAL DUTIES - May include, but not limited to the following:

1. Conducts budgetary and financial analyses, forecasts, and projections to identify trends, gaps, and areas for improvement.
2. Prepares timely, professional financial reports to aid in planning and decision-making by College leadership.
3. Monitors and analyzes departmental operating budgets and supports departments with budget adjustments and transfers.
4. Produce a ROI report and cost benefit analysis when requested.
5. Responds to financial inquiries from faculty and staff regarding College-related expenditures.
6. Prepares contracts for procurement and others.
7. Supports the Dean's Office with position control tracking, salary budgeting, and vacancy management.
8. Reviews payroll data and flags discrepancies or concerns.
9. Regularly prepares and communicates variance explanations related to College expenditures.
10. Produces the necessary documentation for both internal and external reports.
11. Provides training to College departments on financial systems, policies, and procedures, particularly in Oracle Cloud.
12. Meets monthly with the Dean for strategic planning.
13. Knowledgeable about the College's fiscal policy and advises members of the leadership team on such.
14. Able to read the University's financial documents that are available to the College and analyze the potential impact on the College.
15. Collaborates with the Dean and other leaders to develop and refine procedures for identifying and addressing significant budget variances.
16. Assists in the annual budget development process for the College.

ADDITIONAL DUTIES

• Performs other duties as requested.

EDUCATION

Bachelor's degree in Business Administration or related area required. Emphasis in accounting and/or finance is preferred.

EXPERIENCE

Four years of substantial and progressively responsible experience in budgeting, budget variance analysis and forecasting, accounting, or related area required. Experience working in a college or university environment preferred.

REQUIREMENT

Regular and reliable attendance at the University during regular scheduled days and work hours is an essential function of this position.

All employees share the responsibility of maintaining information security and privacy requirements within the university by adhering to Federal and State regulations, and TWU Policies & Procedures.

KNOWLEDGE, SKILLS, AND ABILITIES - The following are essential:

• Knowledge of budgetary practices and accounting principles.
• Knowledge of finance, accounting, budgeting, and cost control procedures.
• Knowledge of financial methods and/or procedures used to analyze data.
• Knowledge of budget, accounting, and purchasing systems and processes.
• Ability to analyze numerical detail, identify patterns or trends, and draw valid conclusions.
• Ability to demonstrate analytical, problem solving, and research capabilities and communicate results in a clear and professional manner.
• Ability to apply budgetary and fiscal planning techniques within financial constraints.
• Ability to organize work effectively, conceptualize, and prioritize objectives and exercise independent judgement.
• Ability to establish, and maintain, positive and productive work relationships with the administration, faculty, staff, and the public.
• Ability to integrate resources, policies, and information for the determination of procedures, solutions, and outcomes.
• Ability to communicate and present ideas clearly both verbally and in writing.
• Ability to use Microsoft Office (Excel, Access, Word, etc.) and ERP systems.
• Ability to use a personal computer and other office equipment, including related university software and email.
• Ability to work independently to complete difficult or complex assignments with a high degree of accuracy and professionalism.
• Ability to work collaboratively and respectfully within a team environment.
• Must be able to handle situations with diplomacy and tact.

PHYSICAL DEMANDS

The physical demands described in the Essential Duties and below are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

The employee may be required to travel and work evenings and weekends.

WORK ENVIRONMENT

All employees are responsible for maintaining an environment that is free from discrimination, intimidation, harassment, including sexual harassment. Work is normally performed in a typical interior work environment.

SAFETY

TWU promotes a safe working environment. Employees are responsible for completing assigned tasks safely and efficiently, and supervisors are responsible for creating and maintaining a safe work environment. Employees must report any unsafe work conditions or practices, as well as any near-miss incidents, to their supervisor and Risk Management. Supervisors and employees should ensure that injury/accident reports are submitted to the Office of Human Resources and Risk Management within 24 hours of the incident.

The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

Texas Woman's University strives to provide an educational environment that affirms the rights and dignity of each individual, fosters diversity, and encourages a respect for the differences among persons. Discrimination or harassment of any kind is considered inappropriate.

Texas Woman's University is committed to equal opportunity in employment and education and does not discriminate on the basis of race, color, religion, gender, sex, sexual orientation, ethnic origin, age, veteran's status, or against qualified disabled persons.

All positions at Texas Woman's University are deemed security sensitive requiring background checks.

If you are a male between the age of 18 and 25, federal law requires that you must be registered with the U.S. Selective Service System, unless you meet certain exemptions under Selective Service law. Under HB 558, enacted by the 76th Texas State Legislature, if you are currently of the age and gender requiring registration with Selective Service, but knowingly and willfully fail to do so, you are ineligible for employment with an agency in any branch of Texas state government. For additional information regarding registration or status, you can contact the Selective Service System at 847-688-6888 or www.sss.gov.