The Division of Finance at West Virginia University is seeking applications for a Strategic Business Advisor (SBA). This position supports unit leadership in strategic financial planning and goal setting to enhance and promote growth within the unit. The SBA provides a deep functional expertise in the areas of financial planning and budgeting, ensuring unit leadership maintains a knowledge of financial activities and expectations for the unit and can be confident about financial decisions made for the unit. The SBA frequently engages with the Division of Finance, Talent and Culture and teams in the Shared Services Center. This position manages functional projects and other initiatives while staying informed on financial policy, plans and programs as well as state and other regulatory updates. In addition, this position is responsible for providing Tier 3 inquiry support (phone, email, and chat) to employee/customers regarding unit specific financial policies, plans and processes, as well as, building relationships within the college/school or unit(s) served and developing a culture centered on delivering excellent customer service.
In order to be successful in this position, the ideal candidate will:
Create annual budget for the unit(s) supported and submit it to the Budget Planning office in the Division of Finance.
Review variance budget reports with unit(s) leadership.
Develop quarterly forecasting for unit; shared quarterly forecast with leadership and the Division of Finance.
Develop quarterly unit-level financial reports and discuss them with unit leadership.
Identify appropriate funding for new hires and discuss hires with HR Partners.
Review monthly fund and DA reconciliation reports received from the Shared Services Center.
Provide escalation support for transaction approvals.
Approve State, Research and Foundation PCard applications, large purchases and limit changes on PCards.
Approve requests for association membership dues, student awards/scholarships, Foundation backbills and expenses, direct vendor payments using Foundation funding, draws on Foundation-funded capital projects and requests for depository locations as defined by financial process maps.
Determine feasibility and initiate requests for new funds/DAs and changes to existing funds/DAs.
Review the chart of accounts and update the Shared Services Center on changes to how funds/DAs should be used.
Complete quarterly unrecorded assets and liability reports.
Review and sign quarterly representation letter.
Initiate cash transfers, internal loan requests, budget modifications, and capital project requests.
Review and provide justification for clearing accounts and negative cash balances beyond threshold.
Calculate and distribute returns to departments, staff, and faculty, such as Facilities and Administrative college or school distributions from the college/school to the departments.
Support and contribute to unit's operational goals.
Frequently engage with the Division of Finance, Talent and Culture, HR Partners, Shared Services leadership, and others to ensure complex questions are resolved.
Provide escalated inquiry support (phone, email, and chat/IM) to employees that have contacted Shared Services regarding unit specific policies, plans and processes.
Effectively use case management and knowledgebase tools to resolve, log, track and escalate employee inquiries escalated to the unit
Support and partner with the Division of Finance and Shared Services Center staff to develop information and training sessions on university financial policies and procedures and budget management techniques.
Maintain established service levels for handling calls, emails, and transactions. Strive to exceed service goals as defined by each unit's service level agreement with the Shared Services Center.
Understand and promote the service link between central units, the Shared Services Center and the unit to ensure service goals defined as part of the service level agreement are achieved.
Work closely with the Unit Leadership on special projects. Serve as a subject matter expert for unit on financial project teams.
Ensure project activities are planned and prioritized appropriately balancing project and ongoing support needs with project leaders, cross functionally as needed.
As a subject matter expert, influence project decision where appropriate, to improve the customer experience and/or improve efficiency.
Ensure project deliverables are delivered on time and are documented.
Carry out other unit specific activities as assigned.
Bachelor's degree in Accounting, Finance, or related field OR an equivalent combination of education and/or experience.
CPA and Master's degree in Business Administration, or related field preferred.
Three (3) years of related professional-level work experience in finance, accounting, and/or fiscal management.
Experience using a financial ERP, e.g. Oracle.
Established expertise in Microsoft Office Suite, including Excel, Word, and PowerPoint.
Ability to inspire teamwork and collaboration across functional areas.
Ability to exercise appropriate judgement to resolve budgeting and other financial issues and determine the appropriate course of action to resolve a customer issue.
Possesses strong customer service and communication skills typically acquired through prior work in a customer service setting.
Demonstrated ability to research and apply critical thinking skills to resolve complex issues related to financial projections and budgeting.
Ability to develop and maintain effective work relationships with other service team members in the unit, central Finance, Talent and Culture and the Shared Services Center other campus.
Ability to identify and address areas of continuous improvement.
Effective organizational skills.
Knowledge and understanding of applicable federal and state laws.
Demonstrated experience in the use of Microsoft Office Professional software, especially Word, Excel, Access PowerPoint and Visio.
At West Virginia University, we pride ourselves on a tireless endeavor for achievement. We are home to some of the most passionate, innovative minds in the country who push their limits for the sake of progress, constantly moving the world forward. Our students, faculty and staff make this institution one of the best out there, and we are proud to stand as one voice, one university, one WVU. Find out more about your opportunities as a Mountaineer at https://talentandculture.wvu.edu/ .
West Virginia University is proud to be an Equal Opportunity employer, and is the recipient of an NSF ADVANCE award for gender equity. The University values diversity among its faculty, staff, and students, and invites applications from all qualified applicants regardless of race, ethnicity, color, religion, gender identity, sexual orientation, age, nationality, genetics, disability, or Veteran status.
Job Posting: Nov 19, 2020
Posting Classification: Non-Classified
Exemption Status: Exempt
Benefits Eligible: Yes
Internal Number: 216783
About West Virginia University
West Virginia University, founded in 1867, has a long and rich history as a public, land-grant institution. WVU encourages scholarship and offers high-quality academic programs while serving the state of West Virginia and the nation. WVU statewide includes campuses in Beckley, Charleston, Keyser, Martinsburg and Morgantown – which has been ranked as a #1 Small City in America. WVU is an R1 Doctoral Research University (Highest Research Activity), one of only 115 nationwide. WVU offers 212 degrees throughout the 14 colleges and schools. Areas of specialty include STEM education, healthcare in Appalachia, shale gas utilization, radio astronomy and forensics. WVU researchers have helped confirm the existence of gravitational waves and uncovered diesel vehicle emissions discrepancies. Statewide, there are over 31,000 graduate and undergraduate students along with 190,000 alumni worldwide. WVU is reinventing West Virginia’s future by strengthening education, healthcare and broad-based prosperity.