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2014 – 2017 Student Funds Financial Manager

2014 – 2017 Student Funds Financial Manager. History of Position .

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2014 – 2017 Student Funds Financial Manager

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  1. 2014 – 2017 Student Funds Financial Manager

  2. History of Position In 1994, the S&A Committee, University Administrators, and the Board of Trustees recognized that the opening of the new Student Union and Recreation Center (and the student fees associated with it) created the need for high-level financial management dedicated solely to student funds.

  3. Areas Supported by the Position • Financial Advisor to the S&A Committee • Dean and Associate Dean of Student Success • S&A supported programs • Clubs & Organizations • Student Union • Recreation Center

  4. Key Services & Duties • Financial advising including reporting, forecasting, application of financial policy and appropriate use of funds, creation of and maintenance of business plans, establishment of budgets and entry into budgeting system, year-end financial reports. • Assists with and were applicable establishes the development of procedures related to accounting, auditing, internal controls, proper cash handling and budgeting. Interprets and assists with the application of University Policy and regulations that govern financial activity as it pertains to student funds. • Advisor and member of SURC Partners advisory board for SURC. • Provide timely and accurate fiscal information relative to the Services and Activities Fee Fund as well as the Student Union and Recreation Center Fee Funds (which together comprise over 125 individual budgets).

  5. SURC Accounting Office • Process the funding of Student Academic Senate, Club Senate and S&A, including providing support to students in navigating the application and reimbursement process and documentation required. FY12 190 packets processed with an associated 5 to 10 travelers per funding needing assistance. • Serves as an advisory role for Student Clubs in regards to the rules and regulations that govern their activities with an emphasis on travel and fiscal related transactions but not limited to. This includes an additional 250 individual budgets. • Processes all Club activity, including deposits, withdrawals, check requests, charge credits, inter-campus charges (publicity, motor pool, catering, scheduling, etc.) Approximately 3,500 transactions a year are processed on the behalf of clubs along with their related journals, etc. to book the appropriate transactions. • All Club PID’s are reconciled monthly with FMS.

  6. Requested Budget *Goods & Services are being moved from the Flex budget to the Financial Manager Budget starting with the 2014-17 Funding cycle. The Flex budget will be eliminated. This category has been increased to include items such as the readership program, equipment rental and costs associated with supporting the weekly S&A meetings.

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