Working @ Haas

Human Resources

Chief Financial Officer

Job Title: Chief Financial Officer - Berkeley Haas (0213U) #24086
Job ID: 24086
Location: Main Campus-Berkeley
Full/Part Time: Full-Time
Department: Haas Core Programs
Regular/Temporary: Regular

About Berkeley

The University of California, Berkeley, is one of the world's most iconic teaching and research institutions. Since 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world. Berkeley's culture of openness, freedom and acceptance—academic and artistic, political and cultural—make it a very special place for students, faculty and staff.

Berkeley is committed to hiring and developing staff who want to work in a high performing culture that supports the outstanding work of our faculty and students. In deciding whether to apply for a staff position at Berkeley, candidates are strongly encouraged to consider the alignment of the Berkeley Workplace Culture with their potential for success at http://jobs.berkeley.edu/why-berkeley.html

Departmental Overview

The Haas School Business ("Berkeley Haas") is one of the pre-eminent business schools in the world. The school employs ~ 80 FTE ladder faculty, 130 professional faculty and 230 FTE staff serving 2,200 students in six degree programs—three of which are "self-supporting." In addition, the school is home to a strong and growing Executive Education unit which serves both domestic and international executives. Berkeley Haas supports a multitude of research, teaching and public service institutes as well as two research laboratories, the Long Business Library, and an on-site café. Staff is organized across many functions including admissions, career services, computing, financial aid, student affairs, payroll, business services and facilities. The school provides business and financial leadership/expertise to the campus and is served by an international advisory board of business and industry leaders.

The school's annual budget is in excess of $150 million and boasts an endowment of more than $300 million. The complexities of the school's finances include non-state funded faculty FTE, self-funded degree programs (and corresponding independent fee approval and registration processes), over 300 funds of all types (central, student fees, recharge, gifts, endowments (held at both the Regents and Berkeley Foundation) contracts and grants), and multiple loan programs some of which are self-funded and insured. Further, the Berkeley Haas senior staff, Dean, faculty and advisory board demand robust year-end financial statements. In short, the school has the highest standards for financial management AND it has an incredibly complex professional school financial system given the unique activities of the school.

Responsibilities

This position serves as the Chief Financial Officer (CFO) of the Haas School of Business and reports directly to the Dean. The CFO is responsible for overseeing the school's finances and ensuring the allocation and optimization of financial resources. The role involves significant partnership with the dean, the school's senior leaders, the campus budget office, and other stakeholders (e.g. Haas Advisory Board, Faculty, Students, Alumni, etc.). The CFO oversees a financial planning and analysis team that is charged with not only executing “business as usual activities” but also special projects to advance the school's long-term strategic plan (known internally at the 2021 OGST). The position also oversees the Financial Aid team.

Key activities/duties include (but are not limited to) the following:

  • Annual Planning/Budgeting, Quarterly Reforecasting, Annual Close, Annual Report Card, Long-Range Financial Model, Center/Institute Financials for Executive Committee, Capital and Liquidity Analysis.
  • Management Reporting (monthly).
  • Submission of annual proposed fee increases for the FTMBA program and self-supported degree programs (EWMBA. EMBA. MFE).
  • Faculty Slot Request (Annual).
  • FTE Governance/Compensation Analytics.
  • Business Services (e.g., Procurement Cards, Cash Deposits, etc.).
  • Philanthropy Reporting & Analytics (Gifts/Endowments, endowment inventory and roll-forward analysis).
  • Participation in peer CFO activities (UC B-schools, Top 15 US b-schools networks/conferences).
  • Presentations to the Haas Advisory Board.
  • Degree Program Economics.

Establishes operational objectives and work plans, and delegates assignments to subordinate managers. Objectives are reviewed by senior management to determine success of operation. Responsible for managing, preparing, administering, and directing the control of the budget/campus resources. Manages the activities of the financial analyst staff. Reviews and approves recommendations for financial planning and control. Monitors division and department adherence to approved budget. Involved in developing, modifying and executing campus policies that affect immediate operation(s) and may also have campus-wide effect. Erroneous decisions or failure to achieve goals results in additional costs and personnel, and serious delays in overall schedules.

  • Responsible for maintaining integrity of campus budget systems through supervision and oversight of budget staff; functions as chief budget liaison for budget allocations, oversees analysis and policy development for campus-wide funding issues and budget processes, resource allocations and funding models.
  • Plans, designs and implements division (school) budget processes and oversees development of the school's financial statements, long-range financial model, management reporting, and multiple campus deliverables (faculty slot request, tuition increases, Table 4, Decoupling, etc.
  • Financial Tracking of all facilities/premises costs.
  • Coordinates closely with Haas Development team to spend down restricted funds and accumulated endowment payout.
  • Partner with unit leaders on analytical projects (degree program expansion, emerging initiatives, digital, etc.).
  • Involved in developing, modifying, and executing campus policies which affect immediate operation(s) and may also have campus-wide effect.
  • Maintains a strong internal control environment. Works to ensure policies are followed. Responsible for ensuring the school meets SAS115 compliance requirements.
  • Manage Loan Programs.
  • Participates with other senior managers to establish divisional (school) and professional school strategic financial objectives.
  • Acts as primary liaison to campus shared services in the areas of business and financial services and research administration.

CAREER DEVELOPMENT

  • Work on special programs as assigned.
  • Attend classes which will enhance expertise in job areas.
  • Serve on departmental and campus-wide committees as appropriate.
  • Participate in activities that enhance the campus community and/or larger community to further University service.
  • Maintain knowledge of the Budget & Operations unit business processes in order to provide back up to other support staff in the unit.

Required Qualifications

  • Has expert knowledge of all financial policies, practices and systems and broad financial (fee development, debt financing, cashflow, etc.), operational, and organizational knowledge.
  • Must have strong verbal and written communication skills.
  • Position requires inter-personal skills and ability to work effectively across the organization at all levels.
  • Requires the ability to change the thinking of, or gain acceptance of, others in sensitive situations.
  • Requires knowledge of financial policies, practices and systems, budgeting and reporting techniques; human resource planning; accounting and bookkeeping.
  • Client services oriented, has good listening, critical thinking and analytical skills.
  • Ability to multi-task.
  • Ability to excel in an environment with a high degree of ambiguity and road blocks.
  • An ideal candidate embraces the "player/coach" model.

Preferred Qualifications

  • Advanced degree in related area and/or equivalent experience/training. Professional certification preferred.

Salary & Benefits:

Salary will be commensurate with experience.

For information on the comprehensive benefits package offered by the University visit:

http://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html

How to Apply

Please submit the cover letter and resume as a single attachment when applying.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Equal Employment Opportunity

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see:
http://www.eeoc.gov/employers/upload/poster_screen_reader_optimized.pdf

For the complete University of California nondiscrimination and affirmative action policy see:
http://policy.ucop.edu/doc/4000376/NondiscrimAffirmAct