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Director of Financial Services

Full Time
Professional
Associated Students, Inc., Pomona, CA, US
Requisition ID: 1350
Salary Range: $130,257.00 To 159,565.00 Annually

WORK SCHEDULE: Monday through Friday; varying work hours including early mornings, evenings, and weekends. Must be available for any emergency situations as determined by ASI and the University. Eligible for hybrid work location in California.

OVERVIEW

Established in 1963, Associated Students, Inc. (ASI) is a non-profit corporation guided by a student board and managed by full-time professional staff. ASI is a part of the Cal Poly Pomona Division of Student Affairs with a dashed reporting line to Administrative Affairs. ASI serves the entire campus population, including over 26,000 students, by providing opportunities for student engagement, student employment, and a multitude of programs and services such as recreation and wellness, student union and activities, student government, and childcare. ASI operational support areas include human resources, financial services, information technology, facilities management, and marketing. ASI employees exhibit our values of integrity, honor, dedication, loyalty, and respect in every interaction with each other, our students, the campus community, and guests of Cal Poly Pomona.

As an evolving learning organization, ASI is human-centered and strives to live its values of care and growth. The mission of ASI is to transform lives, and its vision will be co-developed through the teamwork of staff. With a commitment to learning, continuous improvement, and innovation, ASI is looking for a dynamic team member who supports team learning, co-creation, radical candor, psychological safety, growth mindset, and lives out equity, diversity, and inclusion practices.

Financial Services serves as a partner for student groups, ASI departments, and the University, providing financial supports to help meet business and programmatic needs of the $17M non-profit 501(c)3 corporation while maintaining fiscal integrity, data accuracy, and compliance with CSU, University and ASI policies and procedures. Our mission is to process financial transactions in a timely and efficient manner to meet the needs of the customers; prepare financial statements, projections, and analyses regularly to support informed decisions; protect company assets through proper internal controls to prevent loss or fraud; plan for appropriate allocation and reserve of resources to align with both short-term and long-term goals; provide excellent customer service and guidance to students, staff, and faculty; promote a positive work environment that fosters motivation, productivity and retention.

The ASI Director of Financial Services is a senior executive leader of ASI and works closely with the administration team to collaboratively oversee the management and administration of the corporation within the policy direction of the ASI student board.

Under general direction of the Executive Director, the Director of Financial Services is responsible for the development, implementation, and monitoring of all fiscal affairs and finance-related processes, people, and assets required of ASI. The Director focuses on planning and efficiency while ensuring day-to-day management meets organizational objectives and satisfies legal and fiduciary requirements.

POSITION DEFINITION

The ASI Director of Financial Services reports to the ASI Executive Director (ED), who is the top executive professional position/CEO responsible for the overall leadership and administration of the corporate affairs of ASI and the organizations under its governance. The Director of Financial Services has direct oversight of ASI Financial Services. The Director of Financial Services advocates for sound financial practices in complex decision-making, manages corporate assets and day-to-day business transactions, oversees treasury management, assesses and manages financial and legal risks, plans for short- and long-term financial goals including capital renovations and expansions, and streamlines enterprise operations. The Financial Services team develops, manages, and maintains the organization's general & payroll accounting, fiscal, and budget functions. The Director of Financial Services ensures compliance with Associated Students, Inc. (ASI), California State University (CSU), state agency, federal agency and other external agency regulations, timelines, and requirements. This position effectively leads and supervises professional staff and students and creates an environment that values inclusivity, engages in evidence-based decision-making, promotes student participation and development, and fosters quality service.

The Director of Financial Services assumes the duties of the Executive Director (ED) when required. As a member of the ASI Leadership Team and partner to the ED and AED, this position is expected to perform as a senior-level professional consistently providing ethical, compassionate, collaborative, thoughtful, student-focused, and results-driven leadership to those internal and external to the organization. The Director of Financial Services works with significant independence, while regularly communicating openly, honestly, and directly with the ED, AED, and ASI department heads and their teams.

Essential to the success of the Director of Financial Services is a learner mindset, the ability to: apply context to any situation and see incidents in connection with each other; exhibit patience and a sense of calm during organizational challenges; laugh at oneself throughout the learning process; and seek and implement innovative ways to meet ASI's mission.

KNOWLEDGE | SKILLS | ABILITIES

Minimum Education and Experience

Master of Finance, Business Administration, or closely related equivalent degree from an accredited college or university

Minimum eight years of progressive responsibility in management, supervision, coaching, training, and employee development including at least 2 years within a university environment

Minimum eight years of progressive responsibility in overseeing accounting, financial management, and enterprise operations within a complex organization

Experience using the various digital platforms and computerized systems for business operations, including human and fiscal management

Demonstrated ability to successfully apply fund accounting practices and related financial instruments

Knowledge and comprehensive understanding of accounting principles and standards

Well-developed business acumen

Preferred Education and Experience:

Certified Public Accountant (CPA) certification

Progressively responsible management and supervisory experience within a university environment involving student- focused programs, services, and facilities

Experience working for a large, public university within an auxiliary or self-support operation

Ability to:

Establish and maintain a values-based budget model

Budget, perform financial analyses, and apply best business practices

Oversee complex projects and manage multiple priorities

Achieve assigned objectives within budget and designated timelines

Serve an ethnically diverse and culturally pluralistic student population and campus community

Educate, consult, and work with and on behalf of students

Interface effectively with other departments within and outside of ASI e.g., customers, students, campus community members, vendors, and the general public

Collaborate, form partnerships, and work effectively as a member of a team

Demonstrate exceptional interpersonal skills

Communicate clearly and concisely both orally and in writing on multiple platforms including video, audio broadcast, email, social media, and printed publications

Design and deliver presentations and facilitate meetings

Demonstrate strong organizational, coordination, and facilitation skills

Demonstrate knowledge of national trends and practices in fiscal and enterprise operations management

Analyze and solve problems, draw valid conclusions, and develop alternate recommendations

Apply the principles, practices, and procedures of business administration, e.g., fiscal planning and controls, computerized accounting, budget development and management, personnel supervision and employee relations, risk management, contract development, and administration

Provide enterprise-level financial risk management for an educational non-profit, student-run corporation

Ensure compliance with legal, campus, and system regulations, policies, and procedures

Demonstrate a commitment to learning and development by motivating, teaching, and working closely with students, student employees, and permanent staff members from across the organization

Manage others by building trusting relationships, providing inspiration and motivation, and driving for results

Seek and implement innovative ways of defining ASI's mission and how it is accomplished

Maintain a high-level understanding of the various industry-specific digital platforms and computerized systems e.g., scheduling, controls, and work orders; administrative, human, and fiscal management

Build collaborative relationships within and beyond the organization

Operate an office workstation within a collaborative workspace utilizing electronic equipment and business-related software for word processing, spreadsheets, financial analysis and reporting, and the like

Satisfactorily complete a background check (including a criminal records check)

ESSENTIAL DUTIES

Leadership, Supervision, and Budgeting

Perform as a senior-level professional consistently providing ethical, compassionate, collaborative, thoughtful, student-focused, and results-driven leadership to those internal and external to the organization

Motivate, teach, and encourage student leaders, part-time student employees, and full-time staff members to learn

Manage others by building trusting relationships, providing inspiration and motivation, and driving for results

Demonstrate a commitment to quality improvement by working in concert with organization and department staff to develop, manage, implement, and assess quality initiatives and business process improvement throughout the organization

Provide direction and supervision to professional and part-time employees by building competence through effective coaching, training, employee development, performance management and mentoring

Direct staff and coordinate resources by providing clear for necessary services

Develop budgets and ongoing financial plans to ensure current and future priorities are met

Direct changes and improvements in work methods and develop performance standards for employees

Lead the co-creation of the budget process and actively manage and participate throughout the ASI budget continuum: assess and ideate, develop and justify, deliberate and recommend, and approve/garner approvals

Represent the Executive Director/ASI on various campus and ASI boards and committees

Perform other duties as assigned

Customer Relations, Representation, and Industry Practices

Initiate and develop strong working relationships with ASI customers

Represent ASI at meetings with the University, local, and state agencies

Recognize the importance of collective strength, knowledge, and information in building an effective strategic alliance internally and externally on campus

Participate in professional organizations and maintain an understanding of current ideas, research, and practices pertaining to the areas of responsibility

Demonstrate a commitment to high-quality, student-centered customer service supported by routine assessment and evaluation of department services

Administrative Functions

Maintain a high-level understanding of the various industry-specific digital platforms and computerized systems e.g., administrative, human, and fiscal management

Plan, organize, and direct the activities of the administrative staff work team including the evaluation of specific performance indicators, both financial and operational, and facilitate changes to rectify problems and ensure the delivery of quality services

Plan necessary activities and programs that support organizational goals and objectives

Design and prepare reports, develop policies, review existing methods, and develop efficient procedures

Provide feedback to customers and develop customer service reports

Assist in managing corporate contracts, agreements, policies, procedures, and processes

Communicate clearly and concisely both orally and in writing on multiple platforms including video, audio broadcast, email, social media, and printed publications

Collaborate within and beyond ASI to achieve optimal results

Create and implement policies, procedures, and related training programs for use by supervisors and staff across the organization

Financial Services

Provide leadership to and oversee the overall development and operation of the Financial Services Department

Establish, update, and enforce ASI policies and procedures that comply with University/CSU policies and regional, state, and federal laws and regulations, and provide for the effective operation of the Financial Services Department and overall organization

Responsible for personnel management of Financial Services staff to include recruitment, selection, training, evaluation, development, and discipline

Manage payroll accounting; ensure timely processing of payroll accounting entries, payroll reporting and compliance with all legal reporting requirements; oversee payroll payable account reconciliations

Oversee contracts and procurement services to ensure the procurement authority vested with ASI is effectively implemented and administered in accordance with all applicable laws and regulations

Manage risk by identifying, assessing, prioritizing, minimizing, and transferring risk for the organization; effectively mitigate risk through the application of various insurances

Review and evaluate programs, activities, and services to ensure that appropriate risk management precautions and procedures are in place or developed. Ensure that the Financial Services department complies with the risk management requirements of the California State University (CSU) system, California State Polytechnic University, Pomona (Cal Poly Pomona) and bond covenant provisions

Direct, coordinate, and manage the preparation of all agency reporting including annual tax returns, unclaimed tax filing, sales and use tax, environmental fee return, and statement of information, etc.

Provide vision and administer an efficient and effective department through engagement in systematic strategic planning, assessment, and reporting

Establish, modify, document, and coordinate the implementation of accounting, business, and internal control procedures for ASI departments including the Children's Center

Ensure compliance with all applicable financial and accounting policies and regulations including FASB, GASB, GAAP, audit guidelines and good business practices

Analyze financial information and preparation of reports to summarize past, current and projected organization financial position for ASI, student organizations, and contracted university fund accounts

Supervise preparation of required documentation for internal CSU audits and external agency independent CPA firm audits and resolve issues raised during the audit

Manage and recommend investments

Prepare annual budget draft for ASI, F&O, and contracted university fund accounts and monitor actual financial performance against budget

Oversee accounting and fiscal support for the other funds, as agreed upon with the University

Oversee debt management and financial planning for capital projects

Advise ASI management, staff, and ASI student leaders on accounting and fiscal matters by preparing reports, findings, and recommendations

Serve as financial system administrator: oversee the maintenance contracts for the financial system; implement periodic updates to software, and stay abreast of changes in hardware and software required for the efficient operation of Financial Services

POSITION SENSITIVITY

Based on the duties and responsibilities of this position, this position has been designated to be a sensitive position with access to sensitive data.

A background check (including a criminal records check) must be completed satisfactorily before any candidate can begin employment with Associated Students, Inc., Cal Poly Pomona. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current ASI employees who apply for this position.

BACKGROUND CHECK

A background check (including a criminal records check) must be completed satisfactorily before any candidate can begin employment with Associated Students, Inc., Cal Poly Pomona. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current ASI employees who apply for this position.

EMPLOYMENT ELIGIBILITY

Employment with ASI is open to any Cal Poly Pomona student who is eligible to work and has the legal right to work in the United States. In addition, the employee must be currently enrolled in a minimum of 6.0 units (undergraduate) and 4.0 units (graduate), international student employees must be enrolled in a minimum of 12.0 units (undergraduate) and 8.0 units (graduate) at the end of the add-drop period. Student employees are required to have a minimum overall and Cal Poly Pomona GPA of 2.0 and be in good academic standing with the University. Individuals enrolled only in Extended University are not eligible for hire. Exceptions to the unit load requirement are allowed during the summer term and for students who have applied for graduation for the current term.

WORK ENVIRONMENT

Frequently required to sit, talk, and hear; manual dexterity and eye-hand coordination, verbal communication, use of office equipment: computer, telephones, calculator, copier and fax. Collaborative workspace where frequent interruptions are common. Must be able to walk, stand, bend and lift up to 25 pounds.

OUT OF STATE WORK

The California State University (CSU) system is a network of twenty-three public universities providing access to a quality education through the support of California taxpayers. Part of CSU's mission is to prepare educated, responsible individuals to contribute to California's schools, economy, culture, and future. As an agency of the State of California, the CSU's business operations almost exclusively reside within California. The CSU Out-of-State Employment Policy prohibits hiring employees to perform CSU-related work outside California. See policy at https://calstate.policystat.com/policy/10899725/latest/.

MANDATED REPORTING REQUIREMENT

In compliance with the California Child Abuse and Neglect Reporting Act (CANRA) and the CSU Executive Order 1083, each ASI employee is designated as a mandated reporter and is required to sign an Acknowledgment of Mandated Reporter Status and Legal Duty to Report Child Abuse and Neglect.

SYSTEMWIDE SMOKE AND TOBACCO FREE ENVIRONMENT EO 1108:

Cal Poly Pomona is a smoke and tobacco-free campus. Please refer to the link below for policy information. http://www.calstate.edu/EO/EO-1108.html

To apply: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=bcb6323e-7317-4940-a958-cac0ad185a66&ccId=2614781417_1080&type=MP〈=en_US





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About Cal Poly Pomona

Cal Poly Pomona consistently ranks among the best universities in the country when it comes to quality education, affordability and career prospects for graduates. As an inclusive polytechnic university, we cultivate success through experiential learning, discovery and innovation. U.S News noted Cal Poly Pomona was eighth most diverse among regional universities in the West and tenth most diverse in the nation. Nowhere else can students ride an Arabian horse, practice on a Steinway piano, bring a new product to market, and build a liquid-fueled rocket.

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