Financial Manager, Nevada Industry Excellence

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Item 9.G-January 10, 2014
ADMINISTRATIVE FACULTY POSITION DESCRIPTION QUESTIONNAIRE
To expedite and facilitate the PDQ review process, please send the PDQ and Org Chart electronically to
marshag@unr.edu for discussion and for initial review before routing PDQ for approval signatures.
Questions - call UNR Faculty HR at 682-6114
INSTRUCTIONS: See http://www.unr.edu/hr/compensation-and-evaluation for complete instructions.
Incumbent(s) Name (if applicable): Rhonda Hohenstein
Position #(s):
Current Title:
Current Range:
(JCC: )
Department: Nevada Industry Excellence (NVIE)
College/Division: VP, Research and
Innovation
Account #(s): 1320-121-08AU
Action Proposed: (check all that apply)
(X) New position: Proposed Range: 4
Proposed Title: Financial Manager, Nevada Industry Excellence
( ) Title Change, Proposed Title:
( ) Proposed Reassignment from Range
to Range
( ) Revised PDQ only (no change in range or title)
JCC (Current
( ) Line of Progression (show titles below)
or new HR
Range:
assigned):
I certify that the statements in this description are accurate and complete to the best of my knowledge.
____________________________________________________________
Employee’s Signature
__________________
Date
I/we have reviewed the statements in this form and they accurately reflect the job assignments.
____________________________________________________________
Immediate Supervisor’s Signature
__________________
Date
____________________________________________________________
Director/Chair/Dean
Sandra Haslem, Director, NVIE
__________________
Date
Approved for Salary Placement Committee review.
____________________________________________________________
__________________
Pres / Vice Pres / Vice Prov Signature Mridul Gautam
Date
Vice President, Research & Innovation
Action Approved by the Provost/President (Completed by Faculty HR):
67493 Range:
4
Pos #(s):
JCC:
EEO: 3D
Eff: 1/1/2014
Approved Title: Financial Manager, Nevada Industry Excellence
Employee signs on “final” stamped approved PDQ and sends to HR for personnel file.
Employee Signature:_______________________________________________ __________________
Date
Printed Name: ____________________________________________________
Rev: 10/1/2012
Position Description - Financial Manager, Nevada Industry Excellence
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 Financial Manager for Nevada Industry Excellence (NVIE) holds broad responsibility for all
strategic and tactical aspects of financial management of the department. The position is a member
of the department’s three person management and leadership team along with the Director and
Deputy Director. The position advises the Nevada Advanced Autonomous Systems Innovation
Center (NAASIC) as their business systems are created.
At present, the department is comprised of thirteen to eighteen full-time employees, two or more
permanent part-time employees, twelve to fifteen volunteer advisory board members, and numerous
external contractors, independent contractors and/or letters of appointment staff. The program also
operates multiple joint efforts with Nevada System of Higher Education (NSHE) affiliated campuses
and receives effort contribution from NSHE affiliates. The person serves the needs of the diverse
parties with an interest in the department.
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% - NVIE Financial Management
 Develop and implement departmental administrative and financial policy to maintain and grow
the department’s continued operation and fiscal viability
 Establish and maintain best practices, appropriate internal controls, and compliance with
NSHE, State of Nevada, federal sponsors, primarily National Institute of Standards and
Technology – Manufacturing Extension Partnership (NIST MEP), and other public and private
sponsors
 Serve as the financial manager member of the department’s leadership team providing
operational and strategic decision making related to the department’s financial needs and
goals
 Oversee accounts payable, accounts receivable, financial reports, grant reporting, budget,
forecasting, cost sharing and pricing models
 Develop and maintain the Financial and Budget Strategies and Tactics Sections of the
department’s Operational Plan annually (or more frequently if required)
 Provide direction to and oversight for o depositing cash receipts, coding purchasing card
expenses, distributing expense statements, and social media
 Supervise personnel
 Collaborate with Project Managers in preparing proposals and budgets private industry feepaid projects, and for grant, cooperative agreements, sponsorships, etc.
 Provide oversight of the department’s compliance with the administrative and financial
requirements of the department’s sponsors
 Review grant proposals as well as oversee departmental compliance with the requirements of
multiple existing grants and cooperative agreements accounts
25% - Operational and Strategic Planning and Implementation
 Strategic scenario planning
 Directing Project Managers in the pricing models for fee-for-service work
 Establish client fee booking targets
Position Description - Financial Manager, Nevada Industry Excellence
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Generate quarterly Reporting of NIST MEP Strategic Initiatives related to Finances
Enhance and maintain efforts related to the department’s expanding social media presence
Contribute to the direction of the department’s ongoing development, implementation and use
of Salesforce, particularly as it relates to areas capturing financial and forecasting data and/or
opportunities to improve productivity and usefulness of the program
25% - Policy and Administrative Responsibilities
 Develop and implement policies and procedures to ensure the department’s fiscal viability,
profitability, productivity and responsibility
 Develop and maintain departmental policy and procedure to ensure optimal client and
consultant satisfaction. Negotiate for policy and procedure development and implementation
dedicated to improve client satisfaction, efficiency, productivity and profitability.
 Improve Support department initiatives to improve productivity, job satisfaction and morale
 Ensure compliance with University and NSHE guidelines and the requirements of federal,
state, public and private sponsors
 Direct departmental employees and 3rd party contracted resources in policy and procedure
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 NVIE Financial Manager acts independently to manage the department’s fiscal interests. This
position authors the department’s internal policies and procedures related to financial management
with the Director as the final approver. The incumbent has autonomy to establish pricing models and
productivity measures. .
Impact:
The decisions and judgments made by this position directly impact the department’s fiscal viability and
growth potential, which affects the financial condition of the University. The decisions and judgments
made by the person in this position also contribute to the viability and success of the programs and
projects administered by the department, including programs and projects sponsored by the
Governor’s Office of Economic Development, NIST MEP, and industrial clients. Repercussions could
include damages to the department’s viability and reputation and the ability to secure and manage
projects for the foreseeable future. The department relies upon the ability to secure and administer
external contracts and grants and to hold signature authority on departmental contracts. The person
holding this position will be acutely aware of the necessity to maintain and enhance the reputation of
the department and the University and to support the reputation of NSHE campuses.
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:
 Strategic Planning
 Financial management best practices, particularly those related to strategic planning, cash
flow, accounts receivable, accounts payable, budgeting, financial reporting objectives, grant
reporting, internal controls and forecasting.
 Business administration
Position Description - Financial Manager, Nevada Industry Excellence
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Skills:
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Accounting; Generally Acceptable Accounting Procedures (GAAP), fund accounting, financial
reporting, billing, accounts payable, management accounting, etc.
Continuous Improvement, Lean Accounting, ‘Lean’ theory and practice
State and federal purchasing guidelines
Business Management
Sponsored projects administration
NIST MEP Special Terms and Conditions, NIST MEP Next Generation Strategies, NIST MEP
Center Operations Reporting, Impact Metrics, Center Diagnostics
Exceptional analytical and decision-making skills
Strong interpersonal skills
Strong communication skills to include both formal and informal reporting and presentations
Advanced 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) and advanced use of data management software, particularly Excel, Access, and
Adobe Acrobat; Lotus Notes and departmental ‘CIS’ software and programs required to
access financial data, records and data in the general ledger
Ability to:
 Be diplomatic and discrete in handling sensitive matters among staff, clients, vendors,
partners, stakeholders and the community at large
 Manage time effectively to fulfill the needs of varying personnel with diverse responsibilities
and locations
 Comply with financial requirements imposed by funding sponsors, including the State of
Nevada, Department of Commerce, other federal agencies, and private sponsors and with
University and NSHE policies and procedures
 Interpret rules and policies of the various governing agencies and recommend and implement
procedures and tactics for compliance
 Make financial recommendations in the best interests of the department
 Prepare written reports including quantitative and qualitative information as required for grant
compliance as well as required to meet the best interests of the department and sponsoring
agencies
 Manage grant and program funds in accordance with policies and procedures as well as state,
federal and private sponsor requirements
 Research and analyze program requirements for reporting
 Analyze and compile data from numerous sources
 Prepare financial reports and make presentations
 Supervise and direct student workers or other employees to complete assignments as needed
to fulfill departmental requirements and objectives
 Work unusual hours and/or long work hours to meet deadlines including some weekend time
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.
Internal
Advisory Board Members
NVIE Project Managers`
Reason for Contact
Participate in discussions during Advisory Board Meetings to
inform the Advisory Board of the departments financial status
To direct project managers in pricing models. To collaborate with
Project Managers to ensure client and consultant satisfaction
Position Description - Financial Manager, Nevada Industry Excellence
NVIE staff
Controllers and Grants Offices at
Multiple NSHE Campuses
NAASIC
External
NIST MEP
Multiple granting agencies and
staff
Professional organizations
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To direct financial strategy and to collaborate to foster the
department’s financial success and promote client, consultant and
employee satisfaction
To promote programmatic efforts at NSHE campuses statewide; to
develop and implement financial and business arrangements to
meet programmatic activity statewide; to manage NVIE fiscal
needs and accounts at multiple NSHE campuses
To assist NAASIC in creation of their business systems
Reason for Contact
Represent NVIE financial interests and address NIST MEP
financial and business requirements of NVIE
To meet grant requirements, contacts with consultants and
vendors to facilitate payment, contacts with clients to facilitate
receipt of payment
To hold and maintain professional credentials
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.
a.
Minimum educational level, including appropriate field, if any.
Bachelor’s Degree from a regionally accredited institution with emphasis or major in
business, finance or related field
b.
Minimum type and amount of work experience, in addition to the above required
education necessary for a person entering this position.
Bachelor’s Degree and five years, or a Master’s Degree and three years, of
professional experience in financial management including sponsored project budgets,
accounting experience including sponsored projects, accounts receivable, accounts
payable, financial statement preparation, accounts receivable and accounts payable,
financial data compilation and analysis, experience interpreting and implementing
policy and procedure, and experience with grant writing
Preferred Licenses or Certifications:
 Certified Management Accountant (CMA) as recognized by the Institute of
Management Accountants or similar credential
 Certificate in Grants Management from Management Concepts, National Council of
University Research Administrators (NCURA), Society for Research Administrators
(SRA), or similar organization
c.
Indicate any license or certificate required for this position.
A valid driver’s license and personal vehicle for reimbursable travel expenses
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