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Executive Director, Financial Affairs-Office of the Provost

Basic Position Information

Job Code: 3106

Title: Executive Director, Financial Affairs-Office of the Provost

Department: Academic Affairs

Essential Personnel: N/A

Job Family: Administrative Support

Job Sub-Family: Business Administration

FLSA Classification: E

Job Grade: 20

Grade Min: $105,177

Grade Mid: $128,842

UHD Succession Plan: Y

Criticality of Position: Vital

Career Ladder: Individualized

Campus Security Authority: Y

Screening Committee: Y

Motor Vehicle Record Check: N

Job Summary

The Executive Director, Financial Affairs-Office of the Provost oversees all administrative and financial matters in the Division, developing, reviewing, and overseeing operating and capital budgets and commitments. The Executive Director provides financial analysis, forecasting, and reporting to management, and provides the consultation, education, and training required to build financial compliance and awareness within the Division.


  • Provides guidance to division leadership regarding organizational development, budget, and management decisions required to support strategic goals and priorities, leading the effort to expand the use of data in all decision making
  • Provides leadership on administrative and financial matters in the division, ensuring that key financial processes are supervised and monitored
  • Leads the effort to enhance internal controls and compliance with applicable statutes, regulations, policies, and procedures, and with terms and conditions of gifts, grants, memorandums of understanding, affiliation agreements, and other contractual documents for the division
  • Oversees the development and implementation of training for the division or select staff on various technological applications and UHD processes and procedures
  • Provides financial analysis, forecasting, and reporting to management for strategic, tactical, and operational decision making; oversees the development and preparation of the annual university planning and budget process for the division
  • Consults with leadership in the development of staffing and faculty hiring plans, compensation decisions, salary market benchmarking, recruitment efforts, appointment and promotion processes and policies; collects faculty evaluations by department to benchmark annual faculty merit system
  • Serves as the contact for all administrative and financial matters for the division, working closely with university constituents in the areas of human resources, budgeting, accounting, institutional research, sponsored research, and advancement; serves as a resource to Deans and CBAs in start-up procedures for new programs, including creating and/or reviewing financial pro forms and developing financial models and analysis to support strategic initiatives
  • Works collaboratively with other UHD units to prepare various internal and external reports and surveys, including, but not limited to, CUPA, Delaware, AAUP Compensation Survey, and the UH System Faculty Workload Report
  • Works closely with Provost, Associate Vice Presidents, Provost, the Chief Financial Officer (CFO), and other leadership on developing internal controls, streamlining processes, process mapping, and other projects related to academic administration.
  • Participates in the development and administration of the academic policies

Marginal Duties

  • Performs all other duties as assigned

Supervisory Responsibilities

Direct Reports:

  • Full-time Employees

Delegation of Work:

  • Regularly assigns work to subordinate(s)

Supervision Given:

  • Has primary responsibility for conducting performance evaluations and making recommendations for hiring and dismissing employees.


Required Education:

  • Master's degree in Accounting or Finance or related field

Required Experience:

  • Minimum of seven (7) years of related job experience, with specific experience in the areas of accounting, research administration, and financial management


  • None required

Preferred Qualifications

  • None

Knowledge, Skills and Abilities


  • Comprehensive knowledge of budgeting, budget planning, accounting concepts, research administration, and compliance


  • Strong people management and administrative skills


  • Ability to exercise independent judgment and discretion;
  • Ability to work collaboratively on team projects; ability to provide leadership and to represent the university

Work Location and Physical Demands

Primary Work Location:

  • Works in an office environment.

Physical Demands:

  • Work is performed in a typical, comfortable interior work environment which does not subject the employee to any unpleasant elements;
  • Individual has discretion in relation to walking, standing etc., and has minimal exposure to physical risks

Position Specific Competencies

Commitment to Excellence - UHD

  • Demonstrates a commitment to competently perform his/her job duties and responsibilities within established time frames.
  • Continuously strives to improve work performance.
  • Accepts responsibility for his/her commitments to the university.
  • Contributes to the success of the university by consistently providing quality results in the performance of his/her job duties and responsibilities.


  • Demonstrates high ethical standards of conduct in the performance of his/her job duties and responsibilities.
  • Accepts responsibility for his/her actions.
  • Respects and complies with department and university policies, procedures, and work rules.

Respect and Cooperation

  • Treats others with courtesy, respect, and dignity in the workplace.
  • Promotes cooperation through open and honest communications and consideration of others ideas, thoughts, and opinions.


  • Leads the organizational unit's endeavors to achieve its goals and objectives in support of the university's vision and mission.
  • Oversees the organizational unit's operations in accordance with the university's shared values of excellence, student success, inclusiveness, respect, and integrity.
  • Fosters a dynamic work environment that encourages teamwork and cooperation.


  • Accountable for oversight of organizational unit's projects and initiatives; monitors utilization of allocated resources and status of projected time frames.
  • Ensures organizational unit's operation are in compliance with university and department policies and procedures; responsible for development and revision of policies and procedures for assigned area(s).
  • Resolves complex issues after careful consideration of all relevant information.
  • Collaborates with other university administrators to keep the university apprised of significant developments and issues.

Change Management

  • Manages the development and implementation of change initiatives to advance the university's goals and objectives.
  • Assesses the availability of resources and ascertains additional resources required to effect change within projected timelines.
  • Promotes the benefits of new methods, technology, and/or work environments resulting from changes.
  • Addresses concerns to minimize impact of potential consequences of changes.
  • Provides encouragement and support to employees through the change process.
  • Supports changes in the university's organizational structure.

Strategic Planning

  • Develops organizational unit's short- and long-term goals and objectives that align with the university's strategic plan.
  • Establishes assessment measures to evaluate the organizational unit's progress toward accomplishing its goals and objectives.
  • Determines priorities and allocates resources to achieve the organizational unit's goals and objectives.
  • Anticipates potential difficulties and concerns, and develops feasible contingency plans.
  • Collaborates with other university administrators to coordinate efforts across organizational units.

Talent Management

  • Communicates the organizational unit's priorities and initiatives to employees and the importance of their contributions to the organizational unit's goals and objectives.
  • Motivates employees by encouraging a commitment to excellence and recognizing employee accomplishments.
  • Clearly defines employee responsibilities and expectations; provides guidance and constructive feedback.
  • Encourages employee participation in professional development and training, and supports mentoring and on-the-job training to provide the tools for employees to be successful.
  • Promotes teamwork and a work environment that fosters cooperation.
  • Manages the resolution of performance issues expeditiously and with discretion.

Financial Management

  • Manages assigned financial resources in compliance with federal, State, and university policies and procedures.
  • Monitors expenditures to ensure they are authorized and within approved budget.
  • Reports accurate and reliable data of financial transactions and resources.
  • Promptly notifies management of budget issues and/or discrepancies.

Organizational Engagement

  • Positively represents organizational unit to internal and external constituents in support of the organizational unit's efforts and in recognition of its accomplishments.
  • Coordinates with other university administrators to collaborate endeavors across organizational units.
  • Builds rapport with external constituents to advance the organizational unit's goals and objectives and engage the community with the university's efforts to address the needs and advance the development of the region.
  • Competently responds to audits and requests from governmental entities and UH-System on behalf of the organizational unit.

Student Success Indirect Support

  • Contributes to student success by assisting students with anything that supports their student experience, whether directly or indirectly.
  • Helps students navigate their way through the different offices, programs, and services at the university and/or connects students with the appropriate party(ies).
  • Connects students with services or resources that can help them with career exploration, goal selection, and ongoing academic assistance.
  • Helps students build peer support networks.
  • Encourages student participation in out-of-class activities.
  • Provides encouragement and guidance to foster student success.
  • Treats students with respect
  • Maintains the learning environment to ensure quality and/or sound pedagogy.

This job description may not encompass all duties and responsibilities associated with the position.