GatedTalent - Connecting Top Executive Search Firms And Executives
Associate Vice President for Business & Finance / Comptroller
GatedTalent - Connecting Top Executive Search Firms And Executives, San Antonio, Texas, United States, 78208
Position Summary
The Associate Vice President for Business & Finance/Comptroller is responsible for the fiscal responsibility, financial sustainability, and operational effectiveness of the institution, contributing to its overall mission of academic excellence, innovation, and student success. Specifically, the position provides oversight of accounting records and systems and financial operations, reporting, and procedures to ensure the University’s financial health and stability. The position plays a strategic role in financial planning, budget management, resource allocation, and overall fiscal stewardship. The Associate Vice President for Business and Finance reports to the Vice President for Administrative Services.
Job Duty Name
Financial Management Develop and maintain financial policies, procedures, and controls to ensure compliance with regulatory requirements and best practices. Assure the enforcement of all university policies and procedures relating to the financial management and operations of the University, including Finance and Comptroller’s responsibilities for the administration of grants and contracts in support of research, workshops, institutes, and other special instructional projects. Develop and maintain a comprehensive financial record keeping and reporting operation which provides the AVP, constituents and external granting agencies, and appropriate other entities with timely and accurate reports which reflect the financial status of the University and all related entities, including international campuses. Identify and report on financial improprieties to the Vice President and other executives. Coordinate with respective finance areas to provide support for investigations; report on results of investigations to respective stakeholders. Assure that the University assigns, collects and reports tuition and fees in accordance with campus-authorized fee schedules and the fee policies adopted by the Board of Trustees. Stay apprised of outstanding debt for the University and ensure that debt covenants are being met. Provide oversight of effective cash management to improve financial stability, support growth initiatives, and enhance fiscal health. Prepare and review regular financial reports, to include cash flow projections, budget variance analysis, and financial statements for internal and external stakeholders. Assure timely and accurate filing of tax returns in compliance with regulatory requirements. Serve as university liaison to assure that University related entities are operating in a manner which conforms to sound business practices and the regulations of the university. Assure the university’s financial activities and financial reporting are conducted in an efficient and accurate manner and requirements are consistently met. Assure all financial audits are completed accurately and timely and in compliance with all financial reporting requirements. Assure internal controls are in place for financial and accounting department and fraud prevention; resolve internal control weaknesses as needed. Assure the procurement services to include purchasing, accounts payable and other services of the University are in compliance with institutional, local, state, and federal regulations. Assure that financial risks are reduced/minimized through compliance, regulatory reporting, and safeguarding of assets. Ensure financial statements and other finance related documents for Board meetings are completed in a timely manner. Prepare and present financial information to the different Boards as needed. Identify and manage operational risks and opportunities. Review actual financial data compared to budgeted targets; report on financial performance to AVP and recommend changes for improved financial results. Assure financial systems support the needs of the accounting department. Review and submit surveys with financial statement data (NACUBO, SACUBO, IPEDS, Moody’s Survey, Tuition Surveys, etc.) Provide leadership, support, and training and professional development to managers and staff; complete annual performance evaluations; and take appropriate steps to address any personnel issues that arise. Authorize and approve agreements in the absence of the Vice President for Administrative Services. Provide support to the Vice President for Administrative services. Job Duty Name
Financial Operations Oversee the business operations assigned to Financial Services, including general accounting, financial reporting, accounting and compliance for grants research and sponsored programs (post award), tax reporting and compliance, student financial services, banking, cash management, endowment and operating investments, accounts payable, accounts receivable, property control and asset management, tax reporting, audit coordination and completion, budget oversight and planning for the university (operating budget and capital project budgets), accounting for plant funds, and business operations financial and operating system support. Assure that Financial Services has an operational business continuity plan that is kept current and evaluated periodically. Manage and continuously improve the university’s financial and accounting services operations to assure completion of business and financial operational workload, and compliance with the policies of Board of Trustees, the regulations of the State of Texas, federal agencies, public and private granting agencies, the NCAA, the wishes of donors, and the policies of the university, its contractual agreements, and generally accepted accounting principles. Report on financial operations to provide the campus constituents and senior administrative officers, financial institutions, the Board of Trustees, and appropriate other entities with timely and accurate reports which reflect the financial status of the university and all related entities, including international campuses. Develop, implement and manage operational policies and procedures appropriate for the position mission, goals and purposes of the university. Evaluate and implement processes and procedures in each of the business operations which use technology to reduce cost of operations and improve institutional efficiency. Develop processes to keep campus business analysts apprised of current operating procedures and consult regularly with them to identify problem areas and streamline operations. Develop and manage processes to establish annual goals for Financial Operations Services, measure and report progress, link attainment of goals to Financial Services resource allocations and performance measurement. Develop and manage departmental budgets and operate within resources allocated. Provide leadership, support, and training and professional development to managers and staff; complete annual performance evaluations; and take appropriate steps to address any personnel issues that arise. Job Duty Name
Accounting and Auditing Services Serve as university liaison and provide oversight for all internal and external campus audits. Coordinate all system internal audit activities in conjunction with the AVP for Business and Finance. Communicate audit schedule and educate departments on audit procedures and protocol. Provide the request for items prepared by client (PBC) to relevant personnel for completion and review the responses for completeness and verify that all requested documentation has been provided. Make introductions, informing campus personnel that the auditor will be contacting them. Coordinate campus arrangements for a working area for the auditor with respective amenities needed; including a phone, printer, and internet connection. Schedule entrance conference, weekly status meetings and the informal exit conference in advance, including the appropriate personnel and Vice President for the area being audited. Make introductions, informing campus personnel that the auditor will be contacting them. Schedule walkthroughs or interviews with various campus personnel and help the auditor to determine the appropriate person for specific questions or requests. Ensure that audit requests are being answered timely and stepping in as necessary to expedite the process. Attend entrance and exit conference with the appropriate personnel and Vice President for the area being audited. Prepare campus response to completed draft audit report, including due dates for completion of corrective action. Coordinate, prepare and/or review proof of corrective action provided by area being audited and ensure timely delivery of information. Monitor and report status of all open financial and compliance audits to Vice President on a monthly basis or more frequently as requested. Review and submit financial audits and/or report timely (FINANCIAL STATEMENT AUDITS, UG AUDIT, NCAA audit, CEFA report, SESA report, EMERITI AUDIT, etc.). Oversee the financial administration of grants, contracts, and restricted funds, ensuring compliance with grantor requirements. Oversee the management of the investment and disbursement of endowment funds in accordance with institutional policies and donor restrictions. Job Duty Name
Financial Planning and Analysis Conduct comprehensive financial analysis and forecasting to support decision-making by senior leadership and the Board of Trustees. Conduct appropriate business and fiscal analyses related to business opportunities for the university. Assure that Financial Services has an operational business continuity plan that is kept current and evaluated periodically. Manage and continuously improve the university’s financial and accounting services operations to assure completion of business and financial operational workload, and compliance with the policies of Board of Trustees, the regulations of the State of Texas, federal agencies, public and private granting agencies, the NCAA, the wishes of donors, and the policies of the university, its contractual agreements, and generally accepted accounting principles. Develop, implement and manage operational policies and procedures appropriate for the mission, goals and purposes of the university. Review budget variance analysis report and report on status of the budget. Provide insight into financial trends, risks, and opportunities to optimize resource allocation and enhance financial performance. Lead or participate in strategic initiatives aimed at enhancing operational efficiency, revenue generations, and institutional effectiveness. Evaluate and recommend innovative financial strategies and technologies to streamline processes and support institutional goals. Manage the business operations assigned to Financial Services, including general accounting, financial reporting, accounting and compliance for grants research and sponsored programs (post award), banking, cash management, operating investments, accounts receivable, property control and asset management, audit coordination and completion, budget management and planning for the university (operating budget and capital project budgets), accounting for plant funds, and business operations financial and operating system support. Evaluate and implement processes and procedures in each of the business operations which use technology to reduce cost of operations and improve institutional efficiency. Develop processes to keep campus business analysts apprised of current operating procedures and consult regularly with them to identify problem areas and streamline operations. Develop and manage processes to establish annual goals for Financial Services; measure and report progress, linking attainment of goals to Financial Services resource allocations and performance measurement. Develop and manage departmental budgets and operate within resources allocated. Provide support, and training and professional development to managers and staff; complete annual performance evaluations; and take appropriate steps to address any personnel issues that arise. Job Duty Name
Other Duties Serve on university committees and boards as assigned. Serve as member of the campus Emergency Operations Center as the Finance Section Chief. Review and sign documents according to delegated authority; in the Vice President’s absence, sign for Business and Finance division transactions as delegated by the VP or AVP. Support Vice President of Administrative Services in preparation and presentation of information and materials to the Board of Trustees and Finance Committee. Perform other duties as assigned. Qualifications
Knowledge Skills and Abilities Must possess and project the utmost integrity and highest standards of professional conduct with accomplished experience to exercise the leadership of a qualified, collegial, and engaged professional community. Commitment to excellence. Ability to maintain a high degree of confidentiality. Strategic analyst with the ability to effectively assess current finance/budgeting systems, recommend appropriate solutions, drive change, and achieve results. Must have the vision and courage to ensure and advance the financial health and stability of the university. Strong understanding of higher education finance, including budgeting, financial modeling, and regulatory compliance. Excellent analytical skills, with the ability to interpret complex financial data and provide strategic insights. Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative, and productive work atmosphere with internal and external stakeholders, with the ability to establish and maintain effective working relationships within a diverse population. An inherent willingness to find solutions to complex problems and answers to unconventional questions with a strong commitment to The University’s vision, core values, and strategic priorities. Ability to effectively articulate and explain complex financial issues to staff, faculty, and all other stakeholders in a clear, understandable, non-technical manner, both verbally and in writing. Exceptional interpersonal, written, and verbal communication skills, with the ability to effectively listen and engage with diverse stakeholders and build collaborative relationships. Exceptional skills in interpreting, communicating, and applying policies and procedures. Working knowledge of or ability to quickly learn university infrastructure, policies, and procedures. Excellent organizational and time management skills with the ability to identify priorities and coordinate multiple assignments with fluctuating and time-sensitive deadlines. An adaptable multi-tasker, with the ability to control and move forward on several priorities simultaneously and pivot priorities as appropriate. A visible, accessible, decisive, and compassionate leader who possesses superb management skills. Strong skills in training, mentoring/developing, and motivating staff. Exceptional skills in managing critical stakeholder relationships. Forward thinking and solutions-focused with a strong work ethic. Ability to collaborate effectively with individuals from diverse communities and cultures. Employee shall adhere to all applicable rules and regulations of the University, the Conference, and the NCAA. Required Education
Master’s Degree in Finance, Accounting, Business Administration, or a relevant field. Required Work Experience
Minimum of ten (10) years of progressively responsible financial and administrative management experience in a higher education setting successfully applying the principles and practices of ethical financial management, fund accounting, operational administration, and personnel management. Six (6) years of experience in a relevant leadership role. Preferred Qualifications
Certified Public Accountant (CPA) or Certified Management Accountant. 501 (3) experience. Banner software experience. Required Certifications, Licenses Or Registrations
None specified. Work Hours
Monday through Friday 8am to 5pm with extended hours as needed, especially during peak periods, to meet departmental goals. Physical Demands
Ability to actively engage in events for extended periods of time. Ability to regularly move about campus and event venues to actively engage Board Members, executive leadership, faculty, staff, students, and external agencies/entities as well as attend meetings on and off campus.
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The Associate Vice President for Business & Finance/Comptroller is responsible for the fiscal responsibility, financial sustainability, and operational effectiveness of the institution, contributing to its overall mission of academic excellence, innovation, and student success. Specifically, the position provides oversight of accounting records and systems and financial operations, reporting, and procedures to ensure the University’s financial health and stability. The position plays a strategic role in financial planning, budget management, resource allocation, and overall fiscal stewardship. The Associate Vice President for Business and Finance reports to the Vice President for Administrative Services.
Job Duty Name
Financial Management Develop and maintain financial policies, procedures, and controls to ensure compliance with regulatory requirements and best practices. Assure the enforcement of all university policies and procedures relating to the financial management and operations of the University, including Finance and Comptroller’s responsibilities for the administration of grants and contracts in support of research, workshops, institutes, and other special instructional projects. Develop and maintain a comprehensive financial record keeping and reporting operation which provides the AVP, constituents and external granting agencies, and appropriate other entities with timely and accurate reports which reflect the financial status of the University and all related entities, including international campuses. Identify and report on financial improprieties to the Vice President and other executives. Coordinate with respective finance areas to provide support for investigations; report on results of investigations to respective stakeholders. Assure that the University assigns, collects and reports tuition and fees in accordance with campus-authorized fee schedules and the fee policies adopted by the Board of Trustees. Stay apprised of outstanding debt for the University and ensure that debt covenants are being met. Provide oversight of effective cash management to improve financial stability, support growth initiatives, and enhance fiscal health. Prepare and review regular financial reports, to include cash flow projections, budget variance analysis, and financial statements for internal and external stakeholders. Assure timely and accurate filing of tax returns in compliance with regulatory requirements. Serve as university liaison to assure that University related entities are operating in a manner which conforms to sound business practices and the regulations of the university. Assure the university’s financial activities and financial reporting are conducted in an efficient and accurate manner and requirements are consistently met. Assure all financial audits are completed accurately and timely and in compliance with all financial reporting requirements. Assure internal controls are in place for financial and accounting department and fraud prevention; resolve internal control weaknesses as needed. Assure the procurement services to include purchasing, accounts payable and other services of the University are in compliance with institutional, local, state, and federal regulations. Assure that financial risks are reduced/minimized through compliance, regulatory reporting, and safeguarding of assets. Ensure financial statements and other finance related documents for Board meetings are completed in a timely manner. Prepare and present financial information to the different Boards as needed. Identify and manage operational risks and opportunities. Review actual financial data compared to budgeted targets; report on financial performance to AVP and recommend changes for improved financial results. Assure financial systems support the needs of the accounting department. Review and submit surveys with financial statement data (NACUBO, SACUBO, IPEDS, Moody’s Survey, Tuition Surveys, etc.) Provide leadership, support, and training and professional development to managers and staff; complete annual performance evaluations; and take appropriate steps to address any personnel issues that arise. Authorize and approve agreements in the absence of the Vice President for Administrative Services. Provide support to the Vice President for Administrative services. Job Duty Name
Financial Operations Oversee the business operations assigned to Financial Services, including general accounting, financial reporting, accounting and compliance for grants research and sponsored programs (post award), tax reporting and compliance, student financial services, banking, cash management, endowment and operating investments, accounts payable, accounts receivable, property control and asset management, tax reporting, audit coordination and completion, budget oversight and planning for the university (operating budget and capital project budgets), accounting for plant funds, and business operations financial and operating system support. Assure that Financial Services has an operational business continuity plan that is kept current and evaluated periodically. Manage and continuously improve the university’s financial and accounting services operations to assure completion of business and financial operational workload, and compliance with the policies of Board of Trustees, the regulations of the State of Texas, federal agencies, public and private granting agencies, the NCAA, the wishes of donors, and the policies of the university, its contractual agreements, and generally accepted accounting principles. Report on financial operations to provide the campus constituents and senior administrative officers, financial institutions, the Board of Trustees, and appropriate other entities with timely and accurate reports which reflect the financial status of the university and all related entities, including international campuses. Develop, implement and manage operational policies and procedures appropriate for the position mission, goals and purposes of the university. Evaluate and implement processes and procedures in each of the business operations which use technology to reduce cost of operations and improve institutional efficiency. Develop processes to keep campus business analysts apprised of current operating procedures and consult regularly with them to identify problem areas and streamline operations. Develop and manage processes to establish annual goals for Financial Operations Services, measure and report progress, link attainment of goals to Financial Services resource allocations and performance measurement. Develop and manage departmental budgets and operate within resources allocated. Provide leadership, support, and training and professional development to managers and staff; complete annual performance evaluations; and take appropriate steps to address any personnel issues that arise. Job Duty Name
Accounting and Auditing Services Serve as university liaison and provide oversight for all internal and external campus audits. Coordinate all system internal audit activities in conjunction with the AVP for Business and Finance. Communicate audit schedule and educate departments on audit procedures and protocol. Provide the request for items prepared by client (PBC) to relevant personnel for completion and review the responses for completeness and verify that all requested documentation has been provided. Make introductions, informing campus personnel that the auditor will be contacting them. Coordinate campus arrangements for a working area for the auditor with respective amenities needed; including a phone, printer, and internet connection. Schedule entrance conference, weekly status meetings and the informal exit conference in advance, including the appropriate personnel and Vice President for the area being audited. Make introductions, informing campus personnel that the auditor will be contacting them. Schedule walkthroughs or interviews with various campus personnel and help the auditor to determine the appropriate person for specific questions or requests. Ensure that audit requests are being answered timely and stepping in as necessary to expedite the process. Attend entrance and exit conference with the appropriate personnel and Vice President for the area being audited. Prepare campus response to completed draft audit report, including due dates for completion of corrective action. Coordinate, prepare and/or review proof of corrective action provided by area being audited and ensure timely delivery of information. Monitor and report status of all open financial and compliance audits to Vice President on a monthly basis or more frequently as requested. Review and submit financial audits and/or report timely (FINANCIAL STATEMENT AUDITS, UG AUDIT, NCAA audit, CEFA report, SESA report, EMERITI AUDIT, etc.). Oversee the financial administration of grants, contracts, and restricted funds, ensuring compliance with grantor requirements. Oversee the management of the investment and disbursement of endowment funds in accordance with institutional policies and donor restrictions. Job Duty Name
Financial Planning and Analysis Conduct comprehensive financial analysis and forecasting to support decision-making by senior leadership and the Board of Trustees. Conduct appropriate business and fiscal analyses related to business opportunities for the university. Assure that Financial Services has an operational business continuity plan that is kept current and evaluated periodically. Manage and continuously improve the university’s financial and accounting services operations to assure completion of business and financial operational workload, and compliance with the policies of Board of Trustees, the regulations of the State of Texas, federal agencies, public and private granting agencies, the NCAA, the wishes of donors, and the policies of the university, its contractual agreements, and generally accepted accounting principles. Develop, implement and manage operational policies and procedures appropriate for the mission, goals and purposes of the university. Review budget variance analysis report and report on status of the budget. Provide insight into financial trends, risks, and opportunities to optimize resource allocation and enhance financial performance. Lead or participate in strategic initiatives aimed at enhancing operational efficiency, revenue generations, and institutional effectiveness. Evaluate and recommend innovative financial strategies and technologies to streamline processes and support institutional goals. Manage the business operations assigned to Financial Services, including general accounting, financial reporting, accounting and compliance for grants research and sponsored programs (post award), banking, cash management, operating investments, accounts receivable, property control and asset management, audit coordination and completion, budget management and planning for the university (operating budget and capital project budgets), accounting for plant funds, and business operations financial and operating system support. Evaluate and implement processes and procedures in each of the business operations which use technology to reduce cost of operations and improve institutional efficiency. Develop processes to keep campus business analysts apprised of current operating procedures and consult regularly with them to identify problem areas and streamline operations. Develop and manage processes to establish annual goals for Financial Services; measure and report progress, linking attainment of goals to Financial Services resource allocations and performance measurement. Develop and manage departmental budgets and operate within resources allocated. Provide support, and training and professional development to managers and staff; complete annual performance evaluations; and take appropriate steps to address any personnel issues that arise. Job Duty Name
Other Duties Serve on university committees and boards as assigned. Serve as member of the campus Emergency Operations Center as the Finance Section Chief. Review and sign documents according to delegated authority; in the Vice President’s absence, sign for Business and Finance division transactions as delegated by the VP or AVP. Support Vice President of Administrative Services in preparation and presentation of information and materials to the Board of Trustees and Finance Committee. Perform other duties as assigned. Qualifications
Knowledge Skills and Abilities Must possess and project the utmost integrity and highest standards of professional conduct with accomplished experience to exercise the leadership of a qualified, collegial, and engaged professional community. Commitment to excellence. Ability to maintain a high degree of confidentiality. Strategic analyst with the ability to effectively assess current finance/budgeting systems, recommend appropriate solutions, drive change, and achieve results. Must have the vision and courage to ensure and advance the financial health and stability of the university. Strong understanding of higher education finance, including budgeting, financial modeling, and regulatory compliance. Excellent analytical skills, with the ability to interpret complex financial data and provide strategic insights. Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative, and productive work atmosphere with internal and external stakeholders, with the ability to establish and maintain effective working relationships within a diverse population. An inherent willingness to find solutions to complex problems and answers to unconventional questions with a strong commitment to The University’s vision, core values, and strategic priorities. Ability to effectively articulate and explain complex financial issues to staff, faculty, and all other stakeholders in a clear, understandable, non-technical manner, both verbally and in writing. Exceptional interpersonal, written, and verbal communication skills, with the ability to effectively listen and engage with diverse stakeholders and build collaborative relationships. Exceptional skills in interpreting, communicating, and applying policies and procedures. Working knowledge of or ability to quickly learn university infrastructure, policies, and procedures. Excellent organizational and time management skills with the ability to identify priorities and coordinate multiple assignments with fluctuating and time-sensitive deadlines. An adaptable multi-tasker, with the ability to control and move forward on several priorities simultaneously and pivot priorities as appropriate. A visible, accessible, decisive, and compassionate leader who possesses superb management skills. Strong skills in training, mentoring/developing, and motivating staff. Exceptional skills in managing critical stakeholder relationships. Forward thinking and solutions-focused with a strong work ethic. Ability to collaborate effectively with individuals from diverse communities and cultures. Employee shall adhere to all applicable rules and regulations of the University, the Conference, and the NCAA. Required Education
Master’s Degree in Finance, Accounting, Business Administration, or a relevant field. Required Work Experience
Minimum of ten (10) years of progressively responsible financial and administrative management experience in a higher education setting successfully applying the principles and practices of ethical financial management, fund accounting, operational administration, and personnel management. Six (6) years of experience in a relevant leadership role. Preferred Qualifications
Certified Public Accountant (CPA) or Certified Management Accountant. 501 (3) experience. Banner software experience. Required Certifications, Licenses Or Registrations
None specified. Work Hours
Monday through Friday 8am to 5pm with extended hours as needed, especially during peak periods, to meet departmental goals. Physical Demands
Ability to actively engage in events for extended periods of time. Ability to regularly move about campus and event venues to actively engage Board Members, executive leadership, faculty, staff, students, and external agencies/entities as well as attend meetings on and off campus.
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