Oregon State University · 1 day ago
Financial Services Manager
Oregon State University is a premier 21st-century research university located in Corvallis, Oregon. They are seeking a Financial Services Manager to oversee the Financial Strategic Services team, providing fiscal support to various colleges and units while ensuring compliance with financial policies and internal controls.
EducationNon ProfitUniversities
Responsibilities
Closely monitor the financial position of college or unit, identify and address issues as appropriate to safeguard university resources in an ethical and transparent manner
Clearly communicate current financial position with the FSP and/or college or unit to ensure effective decision making, proper stewardship of resources, and appropriate compliance and risk management
Collaborate with FSP , stakeholders, and business partners to maximize college or unit support and drive operational changes. Works closely with business partners in University Human Resources; Budget and Resource Planning; Research Office; Office of Audit, Risk and Compliance; Procurement, Contracts and Materials Management ( PCMM ); Controller’s Unit; other offices in the Division of Finance and Administration; and Ag Research and OSU Foundations
Promote compliance with university fiscal policies and applicable legal rules and regulations
Advise FSP and/or college or unit regarding necessary policy compliance and audit requirements as they pertain to the college or unit. Develop, assess, and monitor appropriate internal controls to protect college or unit and university resources and reputation. Coordinate college or unit response to financial audits
Optimize all college or unit resources, which may be complex and come from numerous sources, by understanding the relationships between all funding sources
Analyze financial impact of proposed business decisions and advise FSP and/or college or unite of possible alternatives. Requires thorough understanding and knowledge of college or unit and university financial systems, business practices and policies. Create multiple financial scenarios when necessary to model proposed actions and highlight impact of decisions
Create clear financial presentation documents and present as necessary to FSP and/or college or unit and other audiences. Requires ability to understand audience financial aptitude and tailor presentations appropriately
Coordinate preparation of financial reports and narratives for college accreditation requirements and assist as necessary during site visits, including interviews with accreditation team
Interpret complex financial data requests to facilitate clear understanding of requirements and coordinate responses as appropriate. Includes requests from both university and external partners and stakeholders
Advocate as appropriate for the college or unit when OSU policy, business process, or system limitations prevent or hamper mission critical activities. Escalate matters when called for to support college or unit operations. Coordinate with the Division of Finance and Administration to ensure effective communication
Coordinate as appropriate with college and unit administrative support positions to share relevant information regarding policy and procedure changes and upcoming deadlines, highlighting any implications to college or unit resources or operations. Requires detailed knowledge of college or unit operations and the ability to act as a change agent when necessary
Develop on-boarding process as necessary for new college or unit administrators and staff in regard to financial services and activities. Requires the ability to understand financial aptitude of new leaders and to tailor materials appropriately
Seek new opportunities for problem solving and enhancing strategic financial activity through collaboration with other FSMs and DFA units so as to maximize efficiency and leverage collective knowledge to ensure high quality and continuous improvement
Provide consultative services and expertise to guide the college or unit as needed through the annual budget process. Deploy resources as appropriate to assist in all phases of the budget cycle; preparation, approval, execution, and monitoring
Advise leadership regarding alignment between the budget process and current college, unit, and university strategic priorities. Requires a detailed understanding of college or unit operations, regular communication with college or unit personnel, and strong professional relationships to ensure confidential and sensitive information is shared appropriately
Collaborate with FSP and/or college or unit and university business partners to ensure budgets are created and ready to approve and load into university systems at the scheduled time. Review data for accuracy and ensure all college or unit personnel with budgetary authority are aware of the unit’s allocated budget
Be aware of variances between budget and expense and work with the FSP and/or the college or unit to ensure the appropriate administrators and leaders are informed of material variances
Inform the FSP and/or college or unit regularly of any deviations from the approved financial plan. Requires a detailed understanding of college or operations, including pending personnel changes, hiring plans, and strategic priorities. Also requires an awareness of financial commitments that are not encumbered in Banner and a thorough understanding of the university budgeting process to accurately project the many budget adjustments that occur mid-cycle and at year-end-close
Verify approval, execution and accuracy of financial agreements between colleges or units. This may include MOUs, budget adjustments/settle-ups and other financial transactions
Collaborate with business partners in the preparation of periodic budget projections for the Office of Budget and Resource Planning and for other ad hoc projection requests, including those from college accrediting agencies
Maximize the value of college or unit and university resources by ensuring funds are used in an optimal manner, with proper consideration to the unique requirements for use of each funding source. Work strategically and collaborate with university business partners as appropriate to ensure no resources expire unnecessarily before use. Requires coordination with fund managers in other units and organizations. (E&G, OSUF , self support etc)
Prepare and present periodic budget updates as needed for a variety of college, unit, and university audiences. These may include the FSP , college or unit leadership, school and department faculty, program areas, and others
Serve as key college or unit business partner for financial operations. Apply strategic thinking skills and business acumen to advance college or unit and university mission. Owns day to day delivery of service
Provide leadership, supervision and direction for direct reports and financial strategic services team. Hire and ensure training programs are in place for employees. Plan, assign and review work, establishing professional development and performance goals with team. Assess performance through completion of quarterly check ins and annual evaluations. Act on disciplinary issues and address grievances developing a framework for corrective action as necessary, up to and including dismissal
Create a culture of trust in university partners and financial strategic services team
Understand in detail entire end to end process standards, variations, pain points, system and control environment
Coordinate with colleagues and business partners internal and external to OSU to identify and advocate for process improvements on behalf of university clients
Keep apprised of new compliance requirements or business processes changes impacting clients and ensure there are plans to successfully navigate
Proactively evaluate and assess the need for training of stakeholders in units served to ensure effective partnerships, information sharing, and compliance with relevant policies/procedures
Develop, communicate, and provide training as appropriate
Supports team in providing timely financial reports, budgets, and forecasts to clients served
Identify issues faced by unit served across FSS reporting, budgeting, financial analysis and strategic services
Support changes efforts through collaboration with appropriate stakeholders
Supports Associate Director, FSP and/or Director of Financial Strategic Services and various special projects and activities as appropriate
Actively participate in continuous process improvements to enhance business services and assist with implementation of technology solutions
Qualification
Required
Bachelor's degree in business administration, Accounting, Finance or related field and three years of experience successfully managing financial operational activities, directly advising/consulting leaders on financial activities and experience managing/supervising financial reporting and accounting activities
A combination of education, training, and experience equivalent to eight years which includes experience directly advising/consulting leaders on financial activities and experience managing/supervising financial reporting and accounting activities
Demonstrated experience evaluating and implementing internal controls in financial reporting and accounting operations
Strategic thinking- Prioritize process improvement efforts based on the understanding of enterprise strategic objectives, upcoming business model shifts and related enterprise initiatives
Process knowledge – Make informed decisions regarding the level of process standardization and how best to improve it with best practices and emerging technologies
Problem-solving – Identify core process breakdowns, analyze potential causes. Identify options to implement the most effective solutions. Understand customer needs and innovate to serve and solve any issues customers have
Relationship building – Build strong relationships with other leaders and teams to align their priorities, manage expectations and influence changes in the process
Change management – Understand the organization's ability to absorb change and take deliberate action to ensure stakeholders and service delivery teams are ready and able to implement changes smoothly and consistently across locations
Effective communication – Prepare and/or oversee the preparation of special reports, studies, and analysis to effectively and clearly communicate verbally and in writing
Organizational Awareness – Understand and convey the University's mission, the function of the division, and the purpose of the unit's work and how it interrelates with other work units to serve the customer/client. Understand the impact and implications of decisions on the community and other departments
Excellent time management skills. Must be self-motivated, schedule workflow, and anticipate deadlines
Commitment to contribute to a collaborative and inclusive work environment
This position is designated as a critical or security-sensitive position; therefore, the incumbent must successfully complete a criminal history check and be determined to be position qualified as per University Standard: 05-010 et seq. Incumbents are required to self-report convictions and those in youth programs may have additional criminal history checks every 24 months
Preferred
CPA / CMA
Master's Degree
Three years of experience managing or supervising financial reporting and accounting activities
Experience in Higher Education
Knowledge of COSO model for internal controls
Experience successfully managing applicable operational activities of a research university or in the non-profit or governmental sector
Experience or at least familiarity with multiple fund types
Benefits
Medical, Dental, Vision and Basic Life. OSU pays 95% of premiums for you and your eligible dependents.
Free confidential mental health and emotional support services, and counseling resources.
Retirement savings paid by the university.
A generous paid leave package, including holidays, vacation and sick leave.
Tuition reduction benefits for you or your qualifying dependents at OSU or the additional six Oregon Public Universities.
Robust Work Life programs including Dual Career assistance resources, flexible work arrangements, a Family Resource Center, Affinity Groups and an Employee Assistance Program.
Optional lifestyle benefits such as pet, accident, and critical illness insurance, giving you peace of mind and the support you need to thrive in all aspects of your life.
Company
Oregon State University
Oregon State University is a public research university that offers various undergraduate and graduate programs across multiple fields.
H1B Sponsorship
Oregon State University has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (146)
2024 (148)
2023 (91)
2022 (115)
2021 (72)
2020 (59)
Funding
Current Stage
Late StageTotal Funding
$94.53MKey Investors
U.S. Department of DefenseUS Department of EnergyNational Safety Council
2025-01-13Grant· $11.9M
2024-12-04Grant· $0.5M
2024-06-13Grant· $0.05M
Leadership Team
Recent News
Sports Business Journal
2025-12-16
Company data provided by crunchbase