Finance Operations Manager

Position Summary

The Finance Operations Manager oversees the daily financial functions of the SDSU Foundation including account management, financial reporting, disbursements, budgeting, and development of financial policies and procedures. This role is responsible for the management of the department’s overall and ongoing accounting and financial activities to ensure accuracy, completeness, and timeliness as well as maintaining necessary departmental segregation of duties for a high level of internal control.

Essential Duties And Responsibilities

Finance and Accounting

• Ensure proper financial controls are implemented to maintain high standards of ethics and accountability.
• Oversee financial policies and procedures for accurate and consistent recording, reporting, and processing.
• Be responsible for ensuring a clean audit opinion and serving as a liaison for the auditing firm.
• Oversee the preparation of quarterly reports for leadership to communicate financial performance including balance sheets, income statements, cash flows, and operating budget updates.
• Oversee the annual budget and resource allocation process including periodic reporting of actual financial performance against budget evaluation of variances
• Maximize returns on cash while maintaining adequate liquidity and preserving principal.
• Establish guidelines and provide recommendations for capital funds utilization and forecast future funds availability
• Utilize available information to appropriately project future financial performance of the organization for use as a guide in making decisions and identifying potential areas of need and improvement.
  
  

Collaborative Leadership

• Provide financial leadership.
• Serve as staff liaison to board committees related to finance
• Give financial presentations to leadership, university partners, and other groups as needed.
• Evaluate need for and provide oversight of external financial projects as needed based on multi-year pledges and overall cash flows
  
  

Other Duties

• Other duties may be assigned to meet the organization’s needs
  
  

Education and Previous Experience

Bachelor’s degree in Accounting or equivalent degree is required. At least five or more years of professional experience in a related field such as accounting, bookkeeping, accounts payable, accounts receivable, or financial reporting and analysis is required. Previous experience with the special requirements of operating in a not- for-profit business setting, especially in a foundation, is preferred.

Additional Qualifications

Qualified individuals will possess the following:

• Demonstrated agility to proactively adapt and recognize the needs of the organization and ability to guide and facilitate effective change management
• Demonstrated ability to navigate working with cross-functional teams for best outcomes
• Strong problem-solving skills and ability to anticipate, identify, research, and analyze effective and timely solutions
• Knowledge of accounting theory, principles, reporting, research techniques to compile accurate data, cash management, safeguarding principles, and computer information systems
• Experience with, and/or an understanding of, the special requirements of operating in a not-for-profit business setting, preferably in a foundation
• Ability to make projections, compile financial reports and historical data, and perform mathematical computations accurately
• A high level of interpersonal skills, both in person and by phone, to handle sensitive and confidential situations with varied internal and external constituencies
• Customer service skills requiring clear communication in person, on the phone, and in writing are essential
• A high level of integrity, including ability to treat confidential information with discretion.
• Ability to be organized and resourceful to locate and compile information and accomplish projects with minimal supervision.
• Consistent attention to detail in composing and proofing materials, establishing priorities, and meeting deadlines.
• Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Ability to work independently as well as in a collaborative team environment with professional demeanor, self-reliance, and resourcefulness.
• Dependability and punctuality
• High energy, positive attitude, and high degree of initiative
• Proficient experience using the most recent versions of computer software applications including word processing, spreadsheets, database and presentation software (i.e. MSWord, Excel, Outlook, PowerPoint)
  
  

Typical Physical Demands

Requires sitting, standing, bending, reaching, and some lifting. Requires manual dexterity sufficient to operate standard office machines such as computers, fax machines, calculators, the telephone, and other office and/or clerical equipment. Requires normal range of hearing and vision.

Employee Statement of Understanding

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Regular attendance is required in this job. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship. The SDSU Foundation is an Equal Opportunity Employer.

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