Financial Service Business Partner

Company: The TemPositions Group of Companies
Location: Davis
Posted on: September 21, 2022

Job Description:

Our client is highly collaborative and mission-driven to promote the health and well-being of people and places across California. They are trusted partners with hundreds of community organizations in addressing California's most pressing challenges.A consolidated administrative support unit which provides financial and administrative services to statewide programs, administrative service units, and research and County-based extension centers located throughout California.Job Description:Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors.This position is a career appointment that is 100% fixed.Number of positions available: 4Hourly Salary:Min $23.56/hr. to Mid $33.00/hr.Key Responsibilities:35% Budget & Financial Services AdministrationServe as Business Partner, fiscal officer and delegate, oversee and approve transactions. Analyze and reconcile base budget and current year budget commitments and requirements. Compare budget, revenue, and expenditures against current fiscal year and historical data. Assure compliance with all internal and external regulations as they pertain to fiscal activities, Meets all government reporting and auditing requirements for related financial activities.In coordination with the management team, provide direction to financial services staff for accounts payable operations.Provide comprehensive and accurate budget construction, projections, management, and summary reports. Communicate budget and financial information, through reports and other methods, to a wide range of people including Directors, staff, PIs, and others where necessary and appropriate.Process permanent and temporary budget entries to correspond with adjustments to personnel actions or reductions / additions in funding throughout the year. Maintain staffing lists by processing entries to keep the staffing lists balanced (new positions, vacancies, etc.)Act as a resource for travel policy and procedures. Review of all travel Reports as submitted by the assigned population prior to routing to the Department Head and Travel Unit.Provide excellent customer service to improve all partnerships. Understand customer requirements so as to provide appropriate clarifications and solutions. Route and direct customer requests to appropriate personnel. Contribute ideas to resolve customer problems and to improve productivity. Work with various teams to ensure outstanding customer services. Maintain a broad knowledge of services provided. Participate in meetings and activities held toProvide excellent customer service to improve all partnerships. Understand customer requirements so as to provide appropriate clarifications and solutions. Route and direct customer requests to appropriate personnel. Contribute ideas to resolve customer problems and to improve productivity. Work with various teams to ensure outstanding customer services. Maintain a broad knowledge of services provided. Participate in meetings and activities held to improve customer satisfaction and business performance. Deliver prompt and professional responses to customer inquiries via phone, email, instant message, etc. Maintain and update customer requests and documents. Process customer requests in a timely manner.25% Financial ServicesProvide secondary review and approve both types of cash collections: various donor gifts / sponsorships and income-generated cash deposits.Ensure that all Statements of Cash Collection documents adhere to policies and procedures. Provide guidance and mentoring to Office Managers, academics and staff regarding cash collection policies and procedures.Review and approve credit card survey requests, participate in the Payment Card Industry (PCI) assessment for activities that involve credit card payments. Assist in managing purchasing card holders and purchasing card transactions. Audit transactions for compliance to policies, and work directly with card holders to insure compliance with policy.Prepare annual budgets, year-end summaries and monitor income and expense for income-generating activities.25% Financial Reporting and AnalysisProvide analytical support for budget, financial, and resources analysis projects. Process budget allocations for selected units and maintain unit chart of accounts and related business processes.Gather and analyze financial and resource data; prepare and summarize information and make recommendations to unit managers. Prepare financial and resource reports and analysis for constituents.As Business Partner, meet to review and discuss unit budgets with unit directors on a regular basis. Carry out monthly general ledger review. Analyze income and expenditures. Process supplemental instruction allocations, collecting / summarizing data / status of funds, and providing analysis as needed.5% Payroll Serve as Business Partner/Fiscal Officer for review and approval of position management and funding requests and direct retros within assigned accounts.5% Contract & Grant AdministrationWorking with ANR Contracts and Grants Accounting, assist with data for proposal submission and oversee award administration. Ensure creation of new extramural accounts, ensure recording of expenditures and cost transfers. Coordinate closing of accounts at projects' end, communicate with PIs and Grants and Contracts of unexpended funds or accounts in overdraft to determine appropriate course of action. Initiate and track allocations & expenditures on awarded internal grants and federal appropriations. Initiate 'pull back' and reallocation of unexpended balances.5% Administration and Special ProjectsServe as primary contact for assigned units including office personnel, advisors, PIs and office staff from select counties.Independently provide business operations guidance and mentoring to employees from assigned units. Perform problem investigation and resolution contacting offices,administrative departments, and vendors as needed.Assist Business Operations Manager and Associate Director with financial, analytical, and research projects as needed. Create analytical spreadsheets, queries, calculations, and financial reports as requested.Develop new systems to increase efficiency and organization of office. Along with Business Operations Manager, recommend changes and options to improve overall business services and programs. Provide problem solving alternatives for full range of administration inefficiencies or issues.Participate in the maintenance of Business Operations Center written procedures and forms, developing and presenting training materials for ANR units. Serves on various committees representing the administrative operations, including administrative policy/procedures and staff interview committees.Conditions of Employment:? Employment is contingent upon successfully clearing the FBI/DOJ background check both from the Department of Justice and the FBI, prior to the first day of Employment.Requirements:? Bachelor's degree in related area and / or equivalent experience / training.? Working knowledge of financial processes, policies and procedures.? Strong knowledge of financial data management and reporting systems.? Proficiency in the use of spreadsheet and database software.? Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multitask in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making.? Ability to function effectively as a member of a team.? Ability to adapt to changing priorities.? Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources.? Skills to provide coaching and mentoring to support staff.This job is presented to you by TemPositions Office, a division of the TemPositions Group of Companies. Enjoy exceptional compensation, benefits, and a wealth of opportunities in all office related position. To learn more about employment opportunities, visit our website at www.tempositions.com. We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.

Keywords: The TemPositions Group of Companies, Davis , Financial Service Business Partner, Accounting, Auditing , Davis, California