Financial Operations and Budget Specialist
William & Mary

Position Number:

01421W

Financial Operations and Budget Specialist

Full Time Operational

William & Mary

3KM100 Global Research Institute

The Global Research Institute (GRI) empowers teams of William & Mary students and faculty to make a difference in the world. We are a multidisciplinary hub that applies scholarly research to real-world problems, investing in outstanding student and faculty scholars to catalyze new insights and cultivate the next generation of global leaders. Based in the Office of the Provost, GRI supports a whole of university approach to advance W&M by developing ideas, convening partners, creating and analyzing data, and inventing new methods. The Institute's approach to incubate and scale and applied research helps researchers push research frontiers and produce insights that matter at W&M and beyond. At any time, under the auspices of the Institute, there are several research projects, most grant-funded, with the largest being AidData.

Reporting to the Director of Finance and Administration, this position will develop and manage budgets, manage financial operations, and oversee human resources administration for research labs and initiatives under the Institute. The position is responsible for monitoring, analyzing, and reporting on budgets. Will review and report on unexpected budget issues. Reconciles grant funds, local & private funds, and E&G funds to include preparing monthly reconciliations. This position's duties will require an in-depth understanding, utilization, and management of the budgeting processes, revenue sources, and expenditures.

This is a restricted position subject to availability of funding.

No

Non-Exempt

Yes, the appointment is limited due to funding availability

Faculty or Staff: 12 month

EDUCATION

Bachelor's degree in business, accounting, or finance or equivalent combination of education and experience.


KNOWLEDGE, SKILLS, AND ABILITIES
· Demonstrated experience working with fiscal administration and developing and managing budgets· Intermediate to advanced level proficiency with Excel· Working knowledge of fiscal administration and generally accepted accounting practices and procedures, as well as tracking and projecting expenditures· Experience with financial data analysis and reporting using tools such as Microsoft Excel and Power BI· Strong organizational skills with the demonstrated ability to successfully manage multiple priorities concurrently with competing deadlines· Proven ability to work independently in a fast-paced environment, resolve issues effectively, and exercise sound judgement when making decisions· Strong interpersonal, oral and written communications skills with the ability to work effectively with all levels of a diverse and varied constituency (e.g. principle investigators, administrators, faculty, and students)· Demonstrated skill with automated and productivity systems in the areas of fund management, procurement, and fiscal reporting.· Demonstrated proficiency in computer skills including Internet-based systems and Microsoft Office: Word, Excel, and Outlook.

· Experience managing grants and familiarity with grants and contracts in a university setting in terms of both understanding award language and actual implementation procedures· Experience in higher education, research environment, and/or non-profit fundraising· Experience with Banner Finance, Qlik, Chrome River, BuyW&M· Experience supporting and advising varied levels of constituents· Familiarity with Virginia state policies and procedures· Familiarity with W&M policies and procedures· Several years of progressively responsible financial and budget management experience· Supervisory experience

Hybrid (works remotely at least 1 day per week but not full-time)

Remote work eligibility is not guaranteed and is subject to approval. Employee eligibility depends on the likelihood of the employee succeeding in a remote work arrangement and the supervisor's ability to manage remote workers. Departments and/or Human Resources may amend, alter, change, delete, or modify eligibility.

Up to $60,000

All hiring rates are commensurate with relevant experience up to the advertised amount considering internal alignment.

U08

William & Mary offers our employees a full array of benefits including retirement, health insurance with options for expanded dental and vision along with group and optional life insurance with coverage for spouse and children, flexible spending accounts, and an EAP (Employee Assistance Program).

Our employees enjoy additional university benefits such as educational assistance, professional development, wellness benefits, and a robust holiday schedule. All employees have access to fitness facilities on campus. Staff members also have access to the university libraries, and much more. To learn more, go to: https://www.wm.edu/offices/uhr/benefits/index.php?type=none

07/12/2024

08/01/2024

Yes

William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check.

William & Mary values diversity and invites applications from underrepresented groups who will enrich the research, teaching and service missions of the university. The university is an Equal Opportunity/Affirmative Action employer and encourages applications from women, minorities, protected veterans, and individuals with disabilities.