Financial and Operations Specialist, APIFD

$63,276 - $114,444/Yr

California State University - Long Beach, CA

Full-time - Mid Level

Remote - Long Beach, CA

Educational Services

About the position

The California State University, Office of the Chancellor, is seeking a Financial and Operations Specialist, APIFD to provide strategic recommendations and insights to maximize department resources and support the administrative operations of the department. This position leads, coordinates, administers, and analyzes the fiscal and budgetary policies and procedures for all managed budgets within Academic Preparation, Innovation & Faculty Programs (APIFD) with varying complex fund sources and constraints. The incumbent is responsible for ensuring that all transactions follow CSUCO, state, federal, and private grantor fiscal policies, practices, and procedures. Additionally, the incumbent acts as a financial thought-partner with department colleagues leading programmatic work. The role involves independently monitoring expenditures, identifying and rectifying processing errors, reconciling budget journal activities, ensuring accurate expenditure of funds, and leading the annual budget request and allocation processes. The incumbent also serves as the administrative specialist for human resources policies and procedures for the department. This position is approved for telecommuting (two days telecommuting, three days in office) with onsite work at the main headquarters located in Long Beach, California.

Responsibilities

• Manage the overall APIFD budget and ensure compliance with all applicable CSU and CSUCO policies and procedures.
• Lead, coordinate, administer, analyze, and monitor all financial and business-related transactions for APIFD and reporting departments across funding sources.
• Advise AVC and other department administration on financial strategy and planning.
• Plan, organize, and manage multiple activities associated with pre- and post-award fiscal administration to ensure compliance with grant requirements and CSU policies.
• Administer and track allocations, proposal requests, contracts, purchase orders, invoices, procurement credit card, travel and other documentation required for proper fund expenditure and accounting.
• Review and analyze financial reports and reconcile financial transactions for APIFD accounts using Peoplesoft Financial system.
• Prepare data and/or reports on fiscal matters for various agencies (Division, Chancellor's Office, Grantors, other CSU stakeholders as needed).
• Develop policies, forms, trainings and onboarding for department staff and grant PIs regarding fiscal management and accounting.
• Serve as the lead resource point person and provide guidance to APIFD management and reporting departments on CO fiscal, HR, and operational processes.
• Assist APIFD departments with the preparation of personnel documents, review them for accuracy and compliance with CO processes and procedures.

Requirements

• A Bachelor's degree from an accredited four-year university or equivalent combination of education and related experience is required.
• Minimum of 4 years progressively responsible budgetary and administrative work experience involving study, analysis, and or evaluation leading to the development or improvement of administrative policies, procedures, practices, and programs.
• Professional budget experience required, including budget development, budget preparation and reconciliation, financial analysis, or related experience.
• Excellent administrative management skills required.
• Expertise with state and CSU fiscal policies, practices and procedures.
• Proficiency with computer applications including Microsoft Office is required.
• Strong analysis and problem-solving skills.
• Ability to assess, formulate, and evaluate the impact of implemented policies from a strategic and operational perspective.
• Excellent written and verbal communication skills and effective interpersonal skills required.

Nice-to-haves

• Experience in managing federal, private, and state grants.
• General knowledge of governmental, non-profit, and GAAP regulations, laws, and rules.

Benefits

• Health insurance
• Dental insurance
• Outstanding vacation plans
• Fee waiver education program
• Membership in the California Public Employees Retirement System (PERS)
• 15 paid holidays a year