Under the general supervision of the Vice President of Finance and Operations, the Assistant Vice President will provide oversight and leadership in the areas of financial management, grants and contracts, planning and business operations for the institution.
Located in beautiful Claremont, California, Keck Graduate Institute is a member of the Claremont Colleges, a consortium of five undergraduate liberal arts colleges, two graduate institutions, and The Claremont Colleges Services, which provide shared institutional support services. We seek to build an inclusive administration that can engage the interests of a diverse population. Minority candidates are strongly encouraged to apply.
Essential Functions & Responsibilities:
Individuals must possess knowledge, skills and abilities to perform the essential functions of the position, or be able to explain or demonstrate how the essential functions may be performed, with or without, reasonable accommodations, using some other combination of skills and abilities.
Directs the daily operations of the Financial Management department which includes the following functions: general accounting, budgeting/forecasting maintenance, purchasing/contracting, audit, tax, treasury, debt and student accounts.
Supervise and participate in the coordination and development of budgeting procedures for collecting and analyzing the annual operating budget, and the creation of related reports, analyses, projections, cost analyses and other financial management reports.
Serves as first review of various Institute contracts including sponsored research contracts, capital purchases, and consulting contracts. Coordinates with the Vice President to execute contracts.
Develops/revises and implements finance and business policies and operating procedures.
Ensures Financial Management staff members are knowledgeable of and act in compliance with Institute policies and procedures, and state and federal regulations and guidelines.
Develop financial reporting processes for all financial aspects of the institution including fundraising activities, grants and contracts.
Serves as staff support to the Board of Trustees committees: Budget and Finance, Investments, and Audit.
Oversees the preparation of materials for Committee meetings.
May prepare final minutes.
Researches and responds to inquiries/requests from Committee members, as needed.
Supervises Institute support for the annual audit in collaboration with The Claremont Colleges Inc. (TCC) Financial Services department, prepares responses to auditor questions, and develops procedures to address audit-related issues.
Serves as the primary liaison with other Institute departments in matters pertaining to the Financial Management Office functions, policies and procedures. Responds to questions regarding situations that raise policy issues and which do not follow prescribed procedures.
As directed, represent the Finance & Operations Division on various committees within the Institute, The Claremont Colleges, and external organizations. May attend meetings of the Business and Financial Affairs Committee of The Claremont Colleges in the Vice President’s absence.
Assists the Vice President in developing Risk Management policies and procedures. Serves as liaison between KGI constituents and TCC Risk Management Office.
Provides business and finance oversight of the Institute’s food services program.
Assists the Vice President with various special projects, including those directed by the President or Trustees.
Maintains skills and knowledge through professional associations and resources.
Education and Experience:
Bachelor degree in accounting, finance, business administration or related required. Graduate degree in business related field highly desirable. Five to seven years of directly related financial management experience required. A minimum of three years of supervisory experience is required.
Required Knowledge, Skills and Abilities:
Individuals must possess knowledge, skills and abilities to successfully perform the essential functions of the position, or be able to explain or demonstrate how the essential functions may be performed, with or without, reasonable accommodations, using some other combination of skills and abilities.
Thorough knowledge and experience with accounting principles, practices and rules. (Knowledge of fund accounting and grant accounting/administration is preferred.)
Thorough knowledge of budget and forecasting methodologies and practices.
Strong experience developing financial internal controls, policies and procedures.
Knowledge of applicable state/federal laws and regulations and recordkeeping requirements.
Ability to monitor grant expenditures to ensure compliance with private and federal requirements.
Ability to monitor and report on gifts and fundraising activities of the institution.
Ability to review and assess contractual arrangements and provide recommendations when appropriate to the Vice President.
Ability to exercise a high degree of accurate and independent judgment, tact and discretion, and exercise good judgment in evaluating situations and making decisions.
Demonstrated commitment to providing excellent customer service and the ability to work with a broad constituency and develop effective working relationships with Institute administration, Trustees, faculty, staff and students.
Demonstrated organizational, communication (oral and written) and operational management skills.
Ability to set priorities, meet deadlines, and meet the needs of the Institute by achieving desired results.
Advanced skill and knowledge of Microsoft Office software, especially Excel and Access, and adept at using macros, creating charts and graphs.
Ability to prepare and present various analytical materials, including trend analysis and fiscal projections.
Ability to supervise staff, give effective feedback, and support their professional development.
Working knowledge of both Mac and Windows operating systems.
The Claremont Colleges, a consortium of five undergraduate liberal arts colleges, two graduate institutions, and Claremont University Consortium, which provides shared institutional support services, is reminiscent of the Oxford-Cambridge model. The undergraduate colleges include Pomona College, Scripps College, Claremont McKenna College, Harvey Mudd College, and Pitzer College. The two graduate institutions include Claremont Graduate University and Keck Graduate Institute.