Financial Team Manager (Project Management)

The Shared Business Services Center (SBSC) is seeking a Financial Team Manager! This position serves a leadership role on our team of highly motivated, customer-service driven individuals. The SBSC Financial Team Manager is responsible for supervising, training and mentoring a continuously growing team of specialists. Our office works remotely approximately four days per week, while reporting to campus at least one day per week. We utilize several tools that allow us to communicate effectively and efficiently.

Qualified candidates should have a strong understanding of educational institutions and/or financial processes or have experience working in an organization with similar functions/processes. Having experience with PeopleSoft, federal, state and institutional policies are a plus!

• Responsible for the development, training, and supervision of SBSC financial specialists.
• Monitors the daily activity of each specialist and any outstanding requests, to ensure expedited service.
• Assists with keeping SBSC policies and procedures, training materials, and onboarding documents up to date.
• Ensures team is following updated policies and procedures.
• Monitors workload and communication between the SBSC team and campus and external customers to ensure excellent customer service.
• Provides assistance, resources, and troubleshoots issues that the specialists are unable to complete or resolve themselves.
• Runs various reports to ensure transactions are followed through in a timely manner. Escalates issue when necessary.
• Oversees and ensures departments supported by SBSC's financial requests run smoothly. These duties include but are not limited to PCard procurement, accounts payable voucher processing, special requisitions, OU Foundation payment requests, etc.
• Ensures deadlines are met, while also being willing to jump in and help the whole team
  • Monitor response times
• Directly supervises a large and productive team, ensuring they are trained and equipped to process a wide range of financial transactions, with a high standard for effective communication.
  • Monitor communication and provide coaching as needed
  • Performs annual evaluations
  • Conducts regular team meetings
• Troubleshoots payment processing issues in timely, courteous and effective manner
• Serves as the liaison to our departments, colleges, and central offices
• Manages workloads, distributes daily requests that come in, as well as covers workloads while staff are out of office or there are vacancies
• Escalates issues to Assistant Director/Director as needed
• Performs various duties as needed to successfully fulfill the function of the position.

Required Education: Bachelor's degree or equivalent.

Equivalency/Substitution: Will accept 48 months of related experience in lieu of the Bachelor's degree.

 Skills:

• Must be able to supervise staff and communicate directions and expectations effectively
  
• Working knowledge of financial or accounting to include analysis, auditing, and budgeting
  
• Ability to understand a chart of accounts and code entries to proper account
  
• Detail oriented for accuracy of data and information
  
• Highly organized and ability to handle multiple projects and deadlines
  
• Ability to work well with interdepartmental teams and initiatives
  

Working Conditions:

• Communicate effectively.
• Engage in repetitive motion.
• Use of computer and calculator.
• Standard office environment.
• Supervision: 8 - 10 Travel Specialists

Supervision: 17 + Financial Specialists

 

Special Instructions: If you are selected as a final candidate for this position, you will be subject to The University of Oklahoma Norman Campus Tuberculosis Testing policy.  To view the policy, visit https://hr.ou.edu/Policies-Handbooks/TB-Testing.

Why You Belong at the University of Oklahoma: The University of Oklahoma fosters an inclusive culture of respect and civility, belonging, and access, which are essential to our collective pursuit of excellence and our determination to change lives. The unique talents, perspectives, and experiences of our community enrich the learning, and working environment at OU, inspiring us to harness our innovation, creativity, and collaboration for the advancement of people everywhere.

Equal Employment Opportunity Statement: The University of Oklahoma, in compliance with all applicable federal and state laws and regulations, does not discriminate based on race, color, national origin, sex, sexual orientation, genetic information, gender identity, gender expression, age, religion, disability, political beliefs, or status as a veteran in any of its policies, practices, or procedures. This includes, but is not limited to, admissions, employment, financial aid, housing, services in educational programs or activities, and health care services that the University operates or provides.