OFFICIAL JOB TITLE: Executive Office Director to the Chief Financial Officer
DIVISION: Budget and Finance Division
DEPARTMENT: Budget and Finance
BARGAINING UNIT STATUS: Non-Unit/Confidential Professional
EEO STATUS: 3.1
JOB CODE: 043
FLSA STATUS: Exempt
REPORTS TO: Chief Financial Officer
SUPERVISES: Administrative Support Staff
General Statement of Duties and Responsibilities:
The Executive Office Director provides administrative support to the Chief Financial Officer (CFO) and the Finance and Budget Division. As such, the incumbent is a confidential employee as defined in M.G.L. Chapter 150E, Section 1.
This position requires decision-making and knowledge of the policies and procedures of the University as well as the office of the CFO and the Office of Budget and Finance. The Executive Office Director participates in or has access to all items that are presented to the office of the CFO, including matters pertaining to the financial status of the university, policies and procedures, and issues related to collective bargaining and labor relations. The incumbent is expected to maintain confidential files and policy determinations; may be asked to take minutes at confidential meetings, including those relative to collective bargaining, grievances, and lawsuits existing with the University. The incumbent may also compile, review, and analyze information, statistics and other data; prepare reports; and coordinate, organize and prioritize communications for the CFO and Budget and Finance Division. Exceptionally high degrees of confidentiality, discretion and customer service are required of this position. The incumbent may also greet visitors and callers to the office of the CFO or represent the CFO/ in certain circumstances.
Supervision Received:
The Executive Office Director to the CFO receives direction and supervision from the Chief Financial Officer who reviews performance for effectiveness and conformance with established policies, procedures, rules and regulations.
Supervision Exercised:
May supervise work study students.
Examples of Duties (Essential Functions):
- Assists the CFO in planning, organizing, directing, and coordinating the activities of the Budget and Finance Division.
- Prepares reports and information for the office of the CFO on matters pertaining to the Finance and Budget Division, government agencies and officials, policies and procedures, and collective bargaining.
- Exercises judgment by prioritizing issues as they are presented to the office.
- Coordinates, organizes, and prioritizes communications for the CFO including drafting, editing and proofreading correspondence. This responsibility involves access to highly sensitive communications and University business and requires the highest levels of confidentiality.
- Assists and provides guidance on budget and finance program/initiatives and presentations, including support for staff of the Office of Budget and Finance.
- Assists the Division by facilitating management actions in critical areas and ensures the effective flow of reviews, approvals, and communications regarding the Division’s priorities, messages and directives.
- Assists with coordinating and managing the budget and finance periodic planning processes regarding operational priorities and strategic initiatives; assists with the on-going monitoring of progress of priorities for the CFO and the Office staff.
- Researches and assists with reports using campus systems such as Summit, Buyways, Sparc and HR Direct.
- Provides administrative support for special projects including research, follow-up, and delivery of finished projects.
- Performs other duties as assigned.
Qualifications:
EDUCATION: Bachelor’s Degree or equivalent combination of education, training or experience to successfully perform the essential functions of the position.
EXPERIENCE: Demonstrated (over five years) of full-time or equivalent part-time, experience in office management, office administration, business administration, or business management.
OTHER: Available for evening and weekend hours as needed; off-campus travel as needed
Preferred Qualifications:
- Ability to work independently, take initiative and exercise sound judgment.
- Ability to exercise discretion in handling confidential matters.
- Demonstrated ability to understand, interpret, and explain complex documents such as policy and procedure manuals, federal and state laws, collective bargaining agreements, etc.
- Demonstrated ability to plan, organize and supervise the work of students and/or interns performing a variety of functions.
- Demonstrated ability to establish harmonious relationships with other employees, students, and the public.
- Excellent written and oral communication skills.
- Proficiency using the full Microsoft Office suite (Word, PPT, Excel)
- Eagerness to learn new software and campus reporting systems
- Substantial knowledge of general office practices, procedures, technologies.
- Demonstrated ability to master and implement documented management policies.
- Willingness to suggest changes to senior management and support recommendations.
- Excellent interpersonal, organizational, and problem-solving skills.
Environmental Demands:
- Work generally performed in an office.
- Frequent work performed with other people.
- Frequent interactions with staff and managers
Mental Requirements:
- Must be able to communicate in English (speaking, writing and reading) at a level to effectively perform the essential functions of the position.
- Frequent work at a rapid pace and juggle multiple priorities.
Physical Requirements:
Physical Activity Frequency
Sitting Frequent
Walking Occasional
Climbing Stairs Occasional
Crouching/Bending/Stooping Occasional
Reaching Occasional
Grasping Occasional
Pushing/Pulling Occasional
Near Vision Constant
Far Vision Constant
Talking Constant
Smell Rare
Lifting/Carrying (20 lbs.) Occasional
Travel Occasional
Frequency Key (hours per day): Never = 0 hours; Rare = up to 1 hour;
Occasional = 1 to 3 hours; Frequent = 3 to 6 hours; Constant = 6 to 7½ h ours.
Tools and Equipment Used:
- Standard office machines and equipment
- Telephone
- Personal Computer
UMass Dartmouth offers exciting benefits such as:
75% Employer-Paid Health Insurance
Flexible Spending Accounts
Life Insurance
Long Term Disability
State Pension Retirement Plan
Optional Retirement Savings Plans
Tuition Credit (Employee, Spouse, & Dependents)
Twelve (12) paid holidays
Paid personal, vacation, and sick time
And More!
Benefits for Non-Unit Professional: Non-Unit Professional
Applicants must be authorized for employment in the U.S. on a full-time basis. Employment-based visa sponsorship not available.
Important Notice!
UMass Dartmouth requires COVID-19 vaccinations for all faculty, staff, and students who wish to work, live, learn or physically come to campus. Read More.
To apply please submit a letter of interest, current resume and the contact information for up to three professional references.
The review of applications will be ongoing.