Job Summary
Essential Responsibilities
Leadership / Management
- Guides campus personnel regarding the application of all school policies, procedures, and programs over areas of oversight : Finance, Education Support Services (Admissions and Enrollment), Human Resources, and Information Technology.
- Provides strategic direction for program development related to areas of oversight, that will improve the performance and efficiency of services in the respective areas.
- Manages staff as assigned and supports the continued career, skills, and leadership development of assigned staff.
- Aligns programs with each initiative’s goals and objectives and the organization’s mission and values.
- Provides guidance and support to fiscal personnel and all other clerical / admin support staff across divisions (i.e. unit office clerks, administrative / senior administrative assistants, administrative / senior administrative coordinators, etc.).
- Manages Student Activities Accounting, ensuring goals are aligned with campus vision and mission.
- Works alongside the Director to represent the interests of the Kapalama Campus in matters relating to Education Support Services, Human Resources, and Information Technology.
Works collaboratively with these departments in the furthering of campus goals in the respective areas. Also works alongside the Director in representing the campus with other enterprise level personnel such as the Controllers Division, Financial Planning & Analysis, Human Resources, KS Tax, and KS Legal.
Acts on behalf of the Director in their absence, including delegation of all applicable approvals, decision making authority, and attendance at Campus Leadership Team meetings.
Financial Policies and Internal Controls
- Designs, evaluates, recommends, and implements continued improvements to campus policies, procedures, processes, and internal controls, including those over student activities to ensure alignment with KS policy.
- Interprets, monitors, and administers organization and campus policies and procedures to assure compliance.
- Educates and provides information to campus personnel regarding policies and procedures.
Financial Planning and Analysis
- Analyzes and / or reviews campus monthly financial statement and FTE variances for presentation to the Poʻo Kula and for the enterprise Finance division.
- Alerts the Director of any abnormalities detected in the budget monitoring and consolidated variance report.
- Provides strategies for detail analysis that would include forecasting and trends for consideration by the Campus Leadership Team.
- Prepares other ad-hoc reports or information for campus and / or enterprise personnel upon request, including quarterly budget re-forecasts for the enterprise Finance division.
- Provides financial analysis and support for strategic planning initiatives via leadership, ad hoc and / or special project groups.
- Supports the Director to ensure integration of appropriate financial information (e.g., projected, budgeted, actual, etc.
with strategic plans and initiatives.
- Provides leadership over the student receivable waiver process including the review and approval of waiver requests prior to submission to the Po'o Kula and / or CEO for approval.
- Responsible for the integrity and accuracy of financial statement reporting on student activities to clubs and to the Controllers Division.
Budget
- Assists with providing recommendations to the Po'o Kula for divisional budget allocations for the annual operating budget planning process.
- Serves as the lead for the campus annual operating budget process, including presentations to campus leadership and / or divisions prior to the start of the process and financial analysis for the Director and / or the enterprise Finance division as needed.
Prioritizes campus expenditures to adjust campus budgets when organization needs warrant reallocation or cost reductions.
- Oversees the campus equipment budget, including the application of independent judgement in balancing competing priorities given limited funding capacity.
- Provides indirect oversight over fiscal personnel in other campus divisions and serves as a support for the budget preparation process.
- Uses professional judgment to review, evaluate, recommend, and implement improvements to the campus budget process.
- Monitors allocations and expenditures, and related financial activities to ensure that allocations are accurate, expenses are within budget limits and / or fiscal practices are followed.
- Routinely monitors the campus’ fiscal health via reports generated by enterprise Finance.
Human Resources / Professional Development
- May provide support to the Director as needed with campus Human Resources related issues and initiatives.
- Evaluates job descriptions to design jobs that aid in effective recruitment and retention of campus jobs, aids in performance management, and accurately reflects expectations that align with campus needs. .
- Responsible for the monitoring of FTEs (aka TAP) for the campus (including re-purposing of FTE)
- Aligns personnel resources with the campusʻ strategic mission and goals.
- Monitors professional development budget for the campus.
- Develops and implements professional development programs for all fiscal administrators and administrative / clerical personnel on campus to ensure campus wide alignment of goals and priorities.
Education Support Services and Information Technology
May work alongside the Director to represent the campus with respect to Education Support Services issues (Admissions / Enrollment) and Information Technology to ensure the campusʻ interests are represented in alignment with the campus mission and goals.
Special Projects
May be called upon to serve as Project Manager, Project Owner, Project Functional Owner, or Subject Matter Expert (SME) for projects which may involve tri-campus coordination.
Such project involvement usually is in addition to normal job responsibilities and without additional support personnel or backfill.
Manages Kapalama specific projects as assigned. Such project involvement usually is in addition to normal job responsibilities and without additional support personnel or backfill.
Position Requirements
Minimum Qualifications - An equivalent combination of education and experience may substitute for the requirements listed.
- Bachelor’s Degree in Accounting or other business related field.
- 7 years of related work experience in progressive strategic planning, financial forecasting and analysis and / or senior management work responsibilities.
- 3 years of leadership or management experience in delegating, guiding, directing, counseling, evaluating subordinates, meeting annual goals and stated deadlines.
- Strong understanding of budgeting processes, financial analysis techniques, financial reporting and accounting principles.
Must be able to apply independent judgement to review, analyze, and recommend improvements to all the above.
- Working knowledge of generally accepted accounting principles and accounting standards and requirements.
- Working knowledge of Federal and State tax principles as they relate to non-profit organizations.
- Strong communication (verbal and written) and interpersonal skills to work effectively with management and staff at all levels in the organization.
- Demonstrated ability to analyze, reconcile and synthesize detailed information and prepare final reports and analyses for senior management within prescribed time parameters and deadlines.
Must be able to apply independent judgement and work with minimal supervision.
- Ability to analyze and conceptualize, and to work independently with a high degree of accuracy and with highly confidential information.
- Excellent organizational skills to prioritize and handle complex, multiple, simultaneous projects and job responsibilities in a fast-paced environment while meeting critical deadlines.
- Self-directed with ability to exercise independent judgment and discretion. Ability to take broad directions and accomplish a broad range of tasks without the necessity for detailed direction.
- Demonstrated ability to remain flexible in a demanding work environment and to adapt to a rapidly changing environment.
- Advanced microcomputer skills, to include spreadsheet, word processing, database and business graphics. Experience with financial accounting systems, report creation and data mining activities.
- Knowledge of processes and internal controls in a business environment and experience with business process re-engineering and change management projects.
Ability to implement a change management program.
Preferred Qualifications
- Public accounting experience.
- Experience in the research or application of Federal and Hawai'i law / regulations relating to tax and general legal compliance.
- Previous leadership experience in educational institutions.
- Previous leadership experience with large non-profit organizations.
- Certified Public Accountant (CPA) and / or Certified Global Management Accountant (CGMA) designation preferred.
Physical and Mental Requirements
- Frequently sits, performs desk-based computer tasks and grasp light or fine manipulation, talk or hear.
- Occasionally stand and / or walk, write by hand, and lift and / or carry, push and / or pull objects that weigh up to 10 pounds.
- Rarely twist, bend, stoop, squat, kneel, crawl, climb, reach or work above shoulder, or grasp forcefully.
Working Conditions (including Environmental Conditions)
- This position may involve traveling to various locations, including neighbor islands and out of state to conduct business.
- Work is conducted in an office / school environment and may require work to be conducted in non-standard workplaces.
- Work is typically conducted Monday through Friday at normal business hours but evening and weekend hours are often required to meet goals and objectives.