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DIR, FINANCE

Job Title: DIR, FINANCE
Job Code: 5159
FLSA: E
Job Level: J1
Revised Date: 06/13/2005
Supervisory Responsibility: Yes

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General Description of the Job Class

Direct and coordinate the preparation of the operational budget for entity; direct monitoring of fiscal operations for compliance with approved budget; implement University policies and guidelines as they relate to budget and payroll.

Duties and Responsibilities of this Level

Direct preparation of the annual budget for entity; consult with officials to determine policies, guidelines and program changes which may bear upon budget objectives; evaluate requests; recommend changes, deletions and/or additions; prepare final budget for management review. Direct monitoring of revenues and expenditures for realization of and compliance with approved budget; consult with departments as necessary to deter-mine cause of major variances, remedial alternatives and effect on future operations; prepare reports for higher management with narrative explanation of deviations from approved budget. Direct financial analysis of major programs and capital projects. Review financial analysis and business plans prepared by analysts and department heads for reasonableness. Provide data to entity Administration as necessary to assure accurate intra-institutional distributions of revenues and expenditures. Provide information to various federal, state, professional and University organizations or staff concerning entity fiscal operations. Prepare various special reports for higher management. Plan and schedule departmental work, ensuring proper distribution of assignments and adequate manning, space and facilities for performance of duties. Direct departmental personnel functions including, but not limited to, hiring, rate recommendations, promotions, transfers and vacation schedules. Perform other related duties incidental to the work described herein.

Required Qualifications at this Level

Education

Work requires knowledge of accounting or business principles and practices generally obtained through completion of a bachelor's degree program in an accounting or business-related field. Certified Public Accountant or Master???s of Business Administration preferred.

Experience

Work requires seven years related business or administrative experience to acquire competence in applying general accounting principles, personnel practices and coordination of major administrative functions. A master's degree in a related field, such as business or health administration, may be substituted for experience on a 1:1 basis. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE

Degrees, Licensure, and/or Certification

N/A

Knowledge, Skills, and Abilities

SUPERVISION

BUDGET PROJECTIONS

ANALYZE TRENDS

INTERVIEWING SKILLS

PERSONNEL PRACTICES

ACCOUNTING/BOOKKEEPING

DUKE PAYROLL SYSTEM

OFFICE PROCEDURES

DUKE ACCOUNTING SYSTEM

BILLING/COLLECTIONS

INSURANCE CLAIMS

CORRESPONDENCE

PC WORDPROCESSING SOFTWARE

PC SPREADSHEET SOFTWARE

PC DATABASE MGT SOFTWARE

Distinguishing Characteristics of this Level

N/A


The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.


Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.


Essential Physical Job Functions

Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.