Finance Professional 3

College of Education and Human Service Professions - University of Minnesota-Duluth
Percent Appointment: 100% Appointment Term: 12-month

Job Responsibilities:

Budget & Financial Management 65%

• Oversee O&M, state special, research and extension, internal and external sales, unrestricted, and UM Foundation accounts.
• Provide guidance to staff within assigned departmental units to ensure that budget accounts are appropriately managed.
• Analyze issues related to specific financial transactions, contracts or grants, develop solutions and correct or make recommendations to correct the issue.
• Prepare ad hoc reports for grants and non-sponsored funds; analyze trends and make projections for future funding expenditures.
• Prepare and analyze data and balance reports, create databases and spreadsheets as necessary. to meet reporting needs for College leadership.
• Review and approve expenditures, retroactive pay and journal entries in EFS.
• Prepare, analyze and submit adjusting and consolidating journal entries in EFS.
• Act as CEHSP Certified Approver; analyze, evaluate and approve sponsored transactions.
• Monitor / coordinate departmental effort certification and provide assistance as needed.
• Transfer funds, set up new accounts, monitor fund balances, and develop various reports for managers.
• Assist departmental staff with internal and external sales rate development.
• Transfer scholarships to student accounts and process foundation requests.
• Assist College Admin Manager with the development of the annual collegiate budget plan.
• Audit ledgers for errors and make adjustments as necessary.
• Act as a backup for College time and absence administration.
• Maintain delegations of authority and code of ethics agreements.
• Report to College leadership on issues of financial integrity, internal controls and sound financial practices.

Customer Service 25%

• Serve as collegiate resource to faculty and departmental staff on all aspects of University accounting, including sponsored projects, as well as University financial and reporting systems.
• Respond to inquiries from departmental staff and faculty and interpret agency/federal guidelines and University policy and procedures.
• Interpret grant and contract policies and regulations for collegiate faculty and staff.
• Discuss ongoing external projects with PIs, administrators and department heads.
• Serve as a liaison to the UMD Controller's Office.
• Liaise with PEAK management on issues related to finance and payroll accounting.
• Work within the College to ensure consistent processes and communications.
• Communicate and coordinate with faculty and staff from multiple departments, colleges and central units, including SPA and SFR to meet requirements and deadlines.

Other essential functions 10%

• Continue professional development through attendance of courses, workshops, seminars, and training.
• Attend department meetings and participate on assigned project teams.
• Demonstrate ethical behavior in the conduct of all position responsibilities.
• Other duties as assigned.

Required Qualifications

• Bachelor's degree plus four years of professional experience or a combination of related education and professional experience totaling eight years.

Preferred Qualifications:

• BA/BS degree in accounting, business, public administration, finance, economics, or a related field.
• Experience with computerized accounting and payroll systems to include reporting and transaction approval
• Experience delivering high level customer service, including proactive communication and ability to troubleshoot and resolve issues
• Experience working with sponsored funds in a university setting including analyzing financial data, grant management, effort certification and monitoring complex budgets and contracts.
• Ability to become a Certified Approver
• Demonstrated ability to collaborate well with people from a variety of backgrounds, communities, and identities.
• Advanced computer skills including spreadsheet development and maintenance using Excel and web database reporting.
• Demonstrated ability to effectively manage priorities, coordinate multiple assignments simultaneously, and meet deadlines
• Experience and knowledge of University of Minnesota policies, business procedures, and systems, including PeopleSoft (Enterprise Financial Systems, Human Resource Management System)
• Understanding of the UM Effort Certification Reporting Technology System (ECRT)

Pay Range: $67,267-$74,267; depending on education/qualifications/experience

Time Appointment: 75%-100% Appointment

Position Type: Civil-Service & Non-Faculty Labor Represented Staff

Please visit the Office of Human Resources website for more information regarding benefit eligibility.

The University offers a comprehensive benefits package that includes:

• The University offers a comprehensive benefits package that includes:
• Competitive wages, paid holidays, and generous time off
• Continuous learning opportunities through professional training and degree-seeking programs supported by the Regents Tuition Benefit Program
• Low-cost medical, dental, and pharmacy plans
• Healthcare and dependent care flexible spending accounts
• University HSA contributions
• Disability and employer-paid life insurance
• Employee wellbeing program
• Excellent retirement plans with employer contribution
• Public Service Loan Forgiveness (PSLF) opportunity
• Financial counseling services
• Employee Assistance Program with eight sessions of counseling at no cost

Required application materials to include a cover letter and resume. References will be required for finalists.
For inquires please contact Tara Serck, CEHSP Administrative Manager at serck005@d.umn.edu or 218-726-7132.

Applications must be submitted online. To be considered for this position, please click the Apply button and follow the instructions. You will be given the opportunity to complete an online application for the position and attach a cover letter and resume.

Additional documents may be attached after application by accessing your "My Job Applications" page and uploading documents in the "My Cover Letters and Attachments" section.

To request an accommodation during the application process, please e-mail employ@umn.edu or call (612) 624-8647.

The University recognizes and values the importance of diversity and inclusion in enriching the employment experience of its employees and in supporting the academic mission. The University is committed to attracting and retaining employees with varying identities and backgrounds.

The University of Minnesota provides equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, sexual orientation, gender identity, or gender expression. To learn more about diversity at the U: http://diversity.umn.edu

Any offer of employment is contingent upon the successful completion of a background check. Our presumption is that prospective employees are eligible to work here. Criminal convictions do not automatically disqualify finalists from employment.

University of Minnesota, Duluth (UMD)

The University of Minnesota, Duluth (UMD) consistently ranks among the top Midwestern, regional universities in U.S. News and World Report's "America's Best Colleges" issue.

Overlooking Lake Superior, UMD provides an alternative to both large research and small liberal arts environments and attracts students looking for a personalized learning experience on a medium-sized campus of a major university. A firm liberal arts foundation anchors a variety of traditional degree programs, as well as professional and graduate students that draw on UMD's many research institutes and labs.

At the University of Minnesota, we are proud to be recognized by the Star Tribune as a Top Workplace for 2021, as well as by Forbes as Best Employers for Women and one of America's Best Employers (2015, 2018, 2019, 2023), Best Employer for Diversity (2019, 2020), Best Employer for New Grads (2018, 2019), and Best Employer by State (2019, 2022).