Portland Community College | Portland, Oregon

TITLE: Financial Services Manager I

CATEGORY: Management

FLSA: Exempt

GRADE: J

JOB SUMMARY

Under the direction of a Finance Division Manager or Associate Vice President manages the day-to-day operations of an assigned functional area involving transactional activities that require highly standardized practices and processes within the department. Participates in the recommendation and administration of operational policies, procedures and processes in support of assigned functional area. Responds to inquiries from College departments and/or external agencies and supervises administrative services professionals, paraprofessionals, technical/support staff, and/or student workers.

DISTINGUISHING CHARACTERISTICS

This is the first level in a two level Financial Services Management series. Positions assigned to Financial Services Manager I are responsible for managing a functional area that involves financial activities of a transactional nature involving highly standardized practices and processes, which may include areas such as payroll and/or cashiering services.

TYPICAL DUTIES AND RESPONSIBILITIES

  1. Plans, organizes, monitors and manages the day-to-day processes and operations of an assigned functional area within the Financial Services Division requiring the interpretation and application of federal and state mandated guidelines in processing transactional items. Manages activities in assigned area of responsibility to include coordinating, implementing, administering and evaluating assigned programmatic area.
  2. Participates in developing, monitoring, evaluating, and recommending improvement to processes, procedures, work flow, and/or standards, ensuring alignment with College mission, values, goals and objectives and local, state, and federal laws and regulations.
  3. Recommends and administers operational policies, procedures, and processes in support of Financial Services operations; implements and monitors compliance with approved policies, procedures, and processes.
  4. Supervises administrative services professional, paraprofessional, and technical/support staff. Hires, evaluates, trains, disciplines and recommends dismissal of staff as necessary.
  5. Researches, analyzes, and interprets applicable laws and regulations relative to assigned area of responsibility; makes recommendations based on findings.
  6. Participates in/on a variety of meetings, committees, and/or other related groups to communicate information regarding programs, information resources, services, and/or other pertinent information as appropriate.
  7. Serves as a liaison with other internal departments within the College and/or to external agencies in order to provide information on available resources and/or services.
  8. Participates in the development and administration of program budget in assigned area of responsibility; coordinates the allocation of resources following budget approval; recommends approval of expenditures.
  9. Positions in this classification may perform all or some of the responsibilities above and all positions perform other related duties as assigned.

MINIMUM QUALIFICATIONS

Bachelor's Degree Business Administration, Finance or related area. Relevant experience may substitute for the degree requirement on a year-for-year basis. Five years progressively responsible, professional experience related to area of assignment, including two years of lead or supervisory experience. Successful completion of PCC LEAD Academy or a comparable external leadership training program may substitute for up to 6 months of lead or supervisory experience.

KNOWLEDGE AND SKILLS

Knowledge of:

  • Supervisory principles;
  • Financial principles and practices in assigned area of responsibility;
  • Budgeting principles and practices;
  • Applicable federal, state, and local laws, rules, regulations, and ordinances;
  • Non-profit/college fund accounting systems and principles;
  • Advanced internal control practices;
  • Advanced financial analysis principles and methods;
  • Research methods and techniques;
  • Automated financial systems;
  • Community college operations and administration principles and practices;
  • Policy and procedure development and implementation practices.

Demonstrated Skill in:

  • Supervising subordinate staff;
  • Coordinating activities with other internal departments and/or external agencies;
  • Developing and monitoring budgets;
  • Interpreting and applying applicable Federal, State, and/or Local laws, rules, and regulations;
  • Evaluating complex financial systems and efficiently formulating and installing accounting methods, procedures, forms, and records;
  • Preparing complex financial statements, reports, and analyses;
  • Developing and enforcing finance and accounting procedures and principles;
  • Analyzing and interpreting complex financial and accounting information;
  • Designing and implementing finance, budgeting, accounting and recordkeeping systems;
  • Managing projects;
  • Preparing a variety of reports related to operational activities, including statistical analysis;
  • Monitoring compliance with applicable policies, procedures, rules, and regulations;
  • Working with diverse academic, cultural and ethnic backgrounds of community college students and staff;
  • Utilizing computer technology for communication, data gathering and reporting activities;
  • Communicating effectively through oral and written mediums.

WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS

Work is generally performed in an office environment with frequent interruptions and irregularities in the work schedule. No special coordination beyond that used for normal mobility and handling of everyday objects and materials is needed to perform the job satisfactorily.

REV: 04/2010; 10/2014