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Portfolio Manager

3 months ago

Tulsa, United States University of Tulsa Full time
Posting Details

Position Information

Position Title
Portfolio Manager

Job Description

POSITION SUMMARY: The Portfolio Manager oversees a team of support staff responsible for ensuring that all financial and accounting, transactions are provided in a timely and accurate manner for the entire campus. The Portfolio Manager effectively assigns and manages transaction workloads for SSC support staff executing and reviewing financial transactions, while supporting a culture of excellent customer service. The Portfolio Manager provides purchasing guidance in departmental operations and is responsible for building and maintaining relationships with the departments and colleges served.

CHARACTERISTIC DUTIES:
Operations
  • Follows guidelines and policies to ensure compliance with required processes.
  • Supports the business activities of the Shared Services Center (SSC) implementation of new policies, guidelines, and processes
Supervision
  • Contributes to the establishment of unit-wide goals, progress monitoring, and evaluation of objectives for the SSC in support of ongoing service improvement
  • Supervises the finance SSC staff
  • Works with direct reports to identify and facilitate ongoing professional development opportunities
  • Provides leadership and oversight for training activities
Communication
  • Collects solicited and unsolicited feedback to ensure that the SSC is meeting its established performance metrics
  • Ensures a positive working relationship between the SSC and departments by serving as a liaison between department leadership and business support staff
  • Develops and maintains effective working relationships with vendors, internal, and external constituents
  • Answers questions and provides guidance for departmental faculty and SSC support staff
  • Provides consultative services to departments based on functional area expertise in support of best practice implementation
Finance
  • Provides leadership and oversight for departmental financial services, including transaction processing and resolution support
  • Remains current on all financial services related process and procedure changes
Other Duties
  • Performs additional duties as assigned
Required Qualifications

MINIMUM QUALIFICATIONS:
  • Associate's degree in accounting or finance and a minimum of 4 years of experience OR a comparable combination of education and experience
  • Knowledge of finance, grants, terminology and practices
  • Knowledge of accounting systems and data Knowledge of records management policies and procedures
  • Demonstrated ability to effectively analyze data and inquiries, think critically, and make appropriate decisions
  • Demonstrated ability to maintain confidentiality in compliance with rules and regulations, including HIPAA and FERPA guidelines on the disclosure of information
  • Demonstrated ability to communicate effectively in written and verbal formats
  • Demonstrated ability to build and maintain positive relationships within and outside of reporting lines
  • Demonstrated ability to establish priorities and meet deadlines
  • Demonstrated ability to lead people, projects, and/or teams
  • Demonstrated interest in developing new procedures and best practices
Preferred Qualifications

PREFERRED QUALIFICATIONS:
  • Experience performing finance tasks in a business setting
  • Experience serving multiple units as part of a service team
  • Experience performing finance related work at a higher education institution
  • Experience coaching, mentoring, and developing staff Knowledge of federal and state laws and guidelines related to business practices
Physical Demands
  • Typing/Keyboarding: Proficiency in typing and using a computer keyboard for extended periods.
  • Speaking: Ability to communicate effectively both verbally and in writing.
  • Reaching: Ability to reach for items on shelves or in cabinets.
  • Manual Dexterity: Ability to use hands and fingers to operate office equipment, handle files, and perform other tasks.


Posting Detail Information

Posting Number
S796P

Open Date

Close Date

Open Until Filled
Yes

Special Instructions to Applicants

Advertising Summary