Capital Finance & Budget Manager

Type of Appointment : Full-Time, Management Personnel Plan (MPP I)

Anticipated Hiring Amount : $104,500 - $110,000 annually (Commensurate with qualifications and experience)

Work Hours : Monday Friday 8 : 00 am-5 : 00 pm

Benefits Include : (15) Paid Holidays, (24) Vacation Days,

Recruitment Closing Date : Open Until Filled

First Application Review : July 29, 2024

THE DEPARTMENT :

Facilities Planning and Management (FP&M) serves as the lead organization for planning, developing, and maintaining the campus natural and built environments in support of the university’s mission.

The department seeks to preserve and enhance CPP’s history, aesthetics, physical assets, and natural ecosystems through coordinated planning, design, and construction of buildings, roads, infrastructure, landscaping and other physical improvements.

As an advocate on behalf of the university and its auxiliaries, FP&M strives to provide facilities that meet scope, budget, operational needs and functional requirements.

FP&M is comprised of approximately 200 facilities professionals (FTE) that also provides maintenance services including custodial services, landscaping, recycling, building and mechanical trades, energy and utility management, fleet and auto services.

The workforce is culturally diverse and multilingual. Its composition includes full time staff throughout FP&M who are also earning their degrees and many whom have graduated from Cal Poly Pomona.

The staff includes licensed architects and engineers, accountants, planners, project managers, administrative staff, carpenters, plumbers, locksmiths, painters, electricians, landscape architects, computer technicians, custodians and other building and mechanical trade technicians.

DUTIES AND RESPONSIBILITIES :

The Capital Finance & Budget Manager will maintain the fiscal integrity of FP&M resources through the management of the department’s funds, programs, and projects.

In conjunction with the SAVP, the incumbent will oversee and direct the department’s financial operation in accordance with the guidelines established by generally accepted accounting principles : Integrated California State University Administrative Manual (ICSUAM), and California State University (CSU) practices and guideline and ensures the maintenance of internal financial controls.

Oversees and coordinates the preparation of the annual FP&M budget. Assists and coordinates with the Financial Services and Budget Planning and Analysis departments on all fiscal reporting and payments for the campus construction program including oversight for the capital project control systems.

Manages and audits the department’s procurement card purchases. Estimates and justifies current and future revenues. Coordinates the application of finance, accounting, billing and audit procedures, including year-end close processes and requests for information.

Assists with the Finance and Accounting setup of capital improvement and deferred maintenance projects, including providing work direction and support to the Facilities Accounting team to prepare the necessary documentation, such as project questionnaires and journal entries, to ensure alignment and compliance with CSU capital program guidelines.

Responsible for evaluating strategic initiatives and / or options in improving operation reliability, efficiency, and cost effectiveness.

Incumbent will maintain a strategic budget model that assesses existing budget models and assumptions, recommending appropriate staffing levels, and provides key calculations for meeting bond covenants and future debt needs.

This requires direct responsibility for purchase orders and reconciling all accounts with the PeopleSoft financial system.

The incumbent will prepare related reports and correspondence for higher-level review.

Assists with the project close out and reconciliation process with the Chancellor’s Office, including assurance that financial and accounting transactions and balances reconcile to Chancellor’s Office records.

Stays up-to-date with bond close out procedures and capital program accounting requirements to ensure timely coordination and submission of information to the Chancellor’s Office.

Incumbent will work closely with the SAVP and leadership team to plan and manage strategic initiatives, develop short and long-term financial, capital and operational plans, and maintains a high degree of financial accountability and transparency.

Provides strategic consultation and representation to the SAVP, Directors, Managers, and Supervisors on financial issues, including financial analysis and projections, cost identification and allocation, revenue and expense analysis, management information analysis, reports and recommendations.

Collaborates with management to gather data and ensure alignment with department goals and financial targets. Prepares timely, useful and accurate financial reports for the SAVP and management team.

• Consult with and advise responsible campus contacts on fiscal organization, fiscal procedure, and related problems. Serves as the departments’ liaisons to University Accounting Services, Budget Planning and Analysis, Procurement Services, and other fiscal related matters.
• Applies a "team leader / coach approach, with a service-oriented win-win attitude, strong technical skills and communication skills, both written and oral.

Promotes and projects a positive attitude, a quality customer service philosophy in the department, and leads by example.

Conducts performance evaluations, counsels’ staff on job functions and attendance, and deals with personnel issues. The incumbent provides direction and supervision to approximately 4 employees by building competence through effecting coaching, providing feedback, performance management and mentoring.

The incumbent will also direct changes and improvements in work methods and develop performance standards for in-house Accountants.

Communicates effectively to ensure that all staff are kept current and aware of new materials, methods, equipment, safety, and regulations in their particular field.

Keeps abreast of improvements in area of responsibility.

QUALIFICATIONS :

Bachelor’s Degree in a field complementary to the technical skills (particularly financial) required for the position (such as business administration, finance, accounting, etc.

or any combination of education and experience needed to perform the position duties.

• Two (2) years of experience of progressively lead / supervisory / management of staff preferably within a university business environment.
• Three (3) years related accounting, or financial experience (including reconciliations) and using online financial systems and databases, with exposure to a variety of funding sources and allocations.
• Five (5) years of progressively responsible technical, analytical, and administrative experience, preferably within a university business environment.
• The incumbent must have excellent interpersonal skills, superior writing skills, and the ability to present informational matter to all levels of staff and management in the campus community

PREFERRED EXPERIENCE :

Graduate business degree

Equity, Diversity, and Inclusion

At Cal Poly Pomona, we are committed to the urgent and ongoing work of creating and sustaining an inclusive campus where all students, faculty, and staff are welcomed, respected and can flourish to achieve their dreams of success.

We believe diversity strengthens community. Cal Poly Pomona proudly holds designations as both a Hispanic-Serving Institution (HSI) and an Asian American and Native American Pacific Islander-Serving Institution (AANAPISI).

In 2022, the campus launched the recognizing that Cal Poly Pomona’s future as a university must be linked to the success of its Black community.

More information about our campus initiatives can be found on the Office of Inclusive Excellence’s .