Director, Budgeting (DHS+UNSOM)

Item 2.F-April 20, , 2012
To expedite and facilitate the PDQ review process, please send the PDQ and Org Chart electronically to for discussion and for initial review before routing PDQ for approval signatures.
Questions - call UNR Faculty HR at 682-6114
INSTRUCTIONS: See for complete instructions.
Incumbent(s) Name (if applicable):
Position #(s):
Current Title:
Current Range:
(JCC: )
Department: Budget & Finance (BFR)
College/Division: Vice President, Health
Sciences/Dean, University of Nevada
School of Medicine (MDDN)/PROV
Account #(s): 1108-119-5013
Action Proposed: (check all that apply)
Proposed Range:
( X ) New position:
Proposed Title: Director, Budgeting (DHS & UNSOM)
( ) Title Change, Proposed Title:
( ) Proposed Reassignment from Range
to Range
( ) Revised PDQ only (no change in range or title)
( ) Line of Progression (show titles below)
JCC (Current
or new HR
I certify that the statements in this description are accurate and complete to the best of my knowledge.
Employee’s Signature
I/we have reviewed the statements in this form and they accurately reflect the job assignments.
Immediate Supervisor’s Signature Jean Regan, Sr. Assoc Dean, Finance
Thomas Schwenk
Vice President, Health Sciences/Dean, UNSOM
Approved for Salary Placement Committee review.
Pres / Vice Pres / Vice Prov Signature Jannet Vreeland
Vice Provost and Secretary of University
Action Approved by the President (Completed by Faculty HR):
Position #:
EEO Code: 3D
CUPA Code: CM3528
Job Class Code: 67193
Exempt: Yes or No Census Code: 012
Range: 5
Effective Date: 4/1/2012
Approved Title:
Employee Signature
(Employee signs and sends to HR for personnel file after PDQ has been “final” stamped for approval)
Rev: 12/1/2008
Position Description - Director, Budgeting (DHS & UNSOM)
Page 2
1. Summary Statement: State the major function(s) of the position and its role in the
university. Attach an organizational chart with positions, ranges, and names for the division
which reflects the position in it as well as those supervised in the department. (This section is
used for advertisement of the position.)
The Director, Budgeting, reports to the Senior Associate Dean (SAD), Finance, and directs the
Division of Health Sciences (DHS) and the University of Nevada School of Medicine (UNSOM) annual
consolidated budget and the development implementation of a five-year strategic plan for the Schools
and the clinical practice. The incumbent manages the design and implementation of forecasting
models as appropriate and oversees the current budgeting module developed within the UNSOM.
The Director makes recommendations to senior management on areas of responsibility including
budget and forecasting and hospital billing process improvements.
2. List the major responsibilities, including percentage of time devoted to each. Provide
enough detail to enable a person outside the department to understand the job (percentage
first with heading and then bulleted information).
50% - Annual Consolidated Budget
 Direct the development of School’s and Division’s annual consolidated budget
 Establish budget timeframes , processes and communication plan to all departments
 Communicate standards and requirements for budget submission to department and program
chairs and administrators
 Manage and deploy staff resources (including department administrators) in the execution of
the budget process
 Develop all hospital budgets in coordination with the SAD, Finance, Directors of Operations
and the SADs, Clinical Operations
 Work closely with the Director of Faculty Compensation and the SAD, Finance for inclusion of
all faculty compensation plans into the budget
 Implement the allocation of state funds in accordance with the formulae development
methodology. Update the formulae as directed
 Working with the University budget office, provide timely data for the DHS and UNSOM to
ensure an efficient and effective closure of the university’s budget process each year
 Coordinate with all clinical departments (chairs and administrators), practice plan operations
management as well as develop and analyze the budget submissions to ensure revenue is
properly budgeted along with contractual write-offs and adjustments; ensure clinical operating
costs, capital purchases and salary data is good; conduct overall review of final practice plan
to ensure accuracy; oversee and provide leadership in ensuring reliability from the moment the
budget is started until completion
 Submit budgets to the SAD, Finance for submission and approval by the Integrated Clinical
Services (ICS) – Board of Directors (UNSOM) in July of each fiscal year
 Develop and implement enhancements to the current budget tool and forecasting models
 Communicate final budgets to all departments
 Administer and oversee budget revisions and inform all affected units of changes
25% - Hospital Contract Accounting
 Develop and implement a monthly billing system for all hospital accounts to ensure timely and
accurate billing
 Work collaboratively with the Coordinator, Graduate Medical Education (GME) to ensure a
system is in place to track and appropriately bill for all resident time
 Provide quarterly results to SAD, Finance on all outstanding amounts to respond to the Board
of Regents Fiscal Exception report (deficit reporting)
 Work with hospitals to resolve billing and delinquent payment issues
Position Description - Director, Budgeting (DHS & UNSOM)
Page 3
Develop a monthly report to the SAD Finance on balances owed on each of the contracts and
the amounts collected to date, including aging of outstanding amounts, problems and steps
taken to resolve the problems to be used in developing quarterly fiscal exception reports
15% - Financial Analysis and Special Projects
 Serve as a resource to senior management, department chairs and administrative directors in
the extraction of data from the financial system and the development of reports to assist in
budgeting and strategic planning
 Conduct financial analyses and studies relating to the long-term financial strategy of UNSOM,
practice plan, departments and programs and make recommendations for senior management
10% 
Administrative Operations
Supervise positions responsible for budgeting and hospital accounting
Meet regularly with direct reports and provide timely and complete performance evaluations
Meet regularly with the SAD, Finance to provide status reports
Meet with administrators (mostly during budget season) to ensure timely and accurate
preparation of budgetary data for department and pertaining to hospital
Meet regularly with Coordinator of GME to ensure alignment in residency timecards and
Attend meetings at the University level to maintain up to date information regarding fiscal
policy and processing procedures and communicate this information to the appropriate parties
Provide staff guidance and support as needed to maintain a focus on customer service
Encourage professional development opportunities to enhance performance in current position
and provide for promotional opportunities
3. Describe the level of freedom to take action and make decisions with or without
supervision and how the results of the work performed impact the department, division and/or
the university as a whole.
Level of Freedom:
The Director is responsible for the accurate and timely completion of the annual budget and for
independent decisions on budget preparation and creating and overseeing the entire process.
Considerable communication with the SAD, Finance must occur during the budget process. All
decisions, judgments and recommendations made to the SAD, Finance must be reliable, accurate
and presented professionally. Final budget approval is made by the Dean, respective department
chairs, and the ICS Board of Directors.
Incomplete, untimely or inaccurate data and poor decisions or judgment may negatively impact
faculty/staff, departments, UNSOM, DHS and hospital affiliates. The impact of recommendations
provided by this position could affect the financial viability of UNSOM and other CHS departments and
Schools. Decisions and judgments made by the Director has significant impact on the timeliness and
accuracy of the budget and the development of a strategic plan.
4. Describe the knowledge, skills (to include cognitive requirement and verbal and written
communication), and abilities (to include task complexity, problem solving, creativity and
innovation) essential to successful performance of this job (in bullet format).
Knowledge of:
 Higher education policies and procedures on allowable use of funding resources and grants,
contracts and sponsored projects
 General and fund accounting concepts
 In-depth understanding of the budget process and development
Position Description - Director, Budgeting (DHS & UNSOM)
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Complex institutional accounting systems
Financial projections and forecasting
Resource allocation
 Strong financial and quantitative analysis and reporting skills
 Proficiency in use of a personal computer and current software applications including but not
limited to Microsoft Office Suite (Word, Access, Excel, PowerPoint, and email) to include
expertise in advanced Excel functions
 Documenting processes to communicate the budgeting process and practices within unit
(considering appropriate University policy and state regulations)
 Strong verbal and written communication skills to effectively communicate with senior
management, academic physicians, faculty and staff and other external parties
 Analytical, decision-making, and problem-solving skills
 Organizational skills
 Supervisory skills
Ability to:
 Analyze procedures; design and implement changes to effect a more effective and efficient
 Work independently and as a collaborative team member
 Plan, organize and produce complex financial work
 Understand the educational objectives, academic programs, clinical service mission and the
research initiatives and the role each plays within the health sciences setting
 Work with concepts, ambiguity and complexity comfortably
 Motivate /develop staff so as to bring out the best in people
 Work well with people of varying levels of authority in multiple organizations
 Learn new systems, develop fiscal policy and champion change
 Deliver clear, persuasive financial presentations to the SAD, Finance
 Establish and maintain effective relationships with “customers” and gain their trust and respect
 Orchestrate multiple activities simultaneously in a dynamic environment and sometimes
stressful environment
 Exercise good judgment in safeguarding confidential or sensitive information
5. Describe the type of personal contacts encountered in performing the duties of the job.
Explain the nature and purpose of these contacts: i.e., to provide services, to resolve
problems, to negotiate.
DHS Directors, UNSOM
Department Chairs, Associate
Deans and other administrative
UNR Administration
UNSOM Controller
Affiliated Hospitals
Reason for Contact
To coordinate annual budget and strategic forecast, special
analyses, budget tool, training
To solve problems, share information, prepare budgets, report
fiscal exceptions
To solve problems, collaborate on financial reporting, clinical
budgeting, business planning, budget and forecast preparation
Reason for Contact
To coordinate annual budget, billing process, collection process
Position Description - Director, Budgeting (DHS & UNSOM)
Page 5
6. Indicate the minimum qualifications which are necessary in filling this position should it
become vacant. Please keep in mind the duties/responsibilities of the position rather than the
qualifications of the incumbent.
Minimum educational level, including appropriate field, if any.
Bachelor’s Degree from a regionally accredited institution
Minimum type and amount of work experience, in addition to the above required
education necessary for a person entering this position.
Bachelors degree and six years or a Master’s and four years of experience in
accounting, budgeting, finance, or related field
Preferred Licenses and Certifications: None
Indicate any license or certificate required for this position.