Budget/Fiscal Operations Supervisor


17339 (E S SEIU 925 Supv)
22290 (NE H NI SEIU 925 Supv)


Supervise others in the design, development, implementation, maintenance and evaluation of complex financial information systems and processes; act in an advisory capacity for senior management, including Chair, Director, Administrator and Principal Investigators, in support of the strategic goals of the department; perform complex technical fiscal analyses and financial reporting including planning, interpreting, reviewing and making recommendations regarding budget/fiscal operations that may involve an overlap or combination of disciplines.



This position has responsibility for day-to-day operations of multiple fiscal units. Under administrative direction, supervise the performance of a variety of complex fiscal administrative support functions such as analyzing and developing budgets for grants, contracts, state funds and/or program funds; developing and administering financial/fiscal policies; identifying, developing and evaluating financial alternatives and overseeing implementation; establishing and maintaining comprehensive fiscal record keeping systems; analyzing, establishing and maintaining cost center and/or self-sustaining accounts; maintaining professional fee records; coordinating diverse unit-wide fiscal support functions such as payroll, travel reimbursement, purchasing and fiscal planning. Positions at this level function in support of units with several diverse activities such as research, teaching, patient care, and community service programs.

The position requires centralized management of financial affairs across multiple fiscal units typically involving several site locations and varied customized systems. Incumbent exercises a high level of decision-making authority with respect to allocation and expenditure of funds, and is involved in the evaluation, recommendation or actually making the financial decision.

With delegated authority, the position interviews and selects applicants, conducts training, assigns and schedules work, conducts annual performance evaluations and recommends disciplinary action. May require directing the work of other senior level employees.

The position has signature approval authority for daily payroll, purchasing, budget allocation, and other financial transactions. In the absence of the Administrator, may be delegated additional approval authorities.



  • Oversee and monitor all budget/fiscal operations involving multiple fiscal units supporting a variety of programs and/or projects. Comply with all University policies and procedures, and conduct fiscal matters according to the generally accepted accounting standards. Establish and comply with operational work standards in each unit and assure that all employees are following the rules and policies set forth. Independently resolves problems related to financial transactions and fiscal staff.
  • Supervise at least 2.0 FTE which includes recruitment, hiring, training, evaluation, and disciplinary action and provides work direction to a variety of positions in the operational units; staff may be varied in function and typically includes a systems support role.
  • Provides financial service to multiple sites within the department that have differing financial needs and requirements. Work requires the ability to determine needs of each individual unit and tailor the financial services provided by the accounting office to address each unit’s unique situation.
  • Identify need, develop, implement and maintain departmental financial accounting systems requiring the assimilation and integration of separate and distinct financial information systems. Develop, modify and maintain multiple record keeping and reporting systems for varied and complex sources of funding; develop procedures for implementation, execution, control and review/audit of fiscal operations.
  • Participate in the selection and/or development of financial software packages or programs.
  • Oversee department-wide centralized payroll, purchasing, travel, budget, equipment inventory, gift processing, revenue centers, accounting functions relative to multiple source budgets (state, self-sustaining, gifts, endowments, grant/contracts, residency single source, hospital support, clinical practice plans, etc.).
  • Coordinate the development of budgets for grants, contracts or other funding requests; oversee the preparation of appropriate forms for contracts and agreements; develop, recommend, and/or establish charge schedules for cost centers and/or self-sustaining accounts; calculate depreciation and amortization of equipment.
  • Oversee production of specialized financial reports requiring a high level of sophistication and complexity relative to the University. Prepare information and reports that forecast trends, analyze performance results, and address financial concerns.
  • Develop long-term planning documents including forecasted fiscal needs/commitments; participate in the planning of new programs by conducting analysis of unit needs and resources, and making revenue projections; evaluate unit programs through comparison of actual performance with budgeted/planned objectives; research and determine causative factors in expenditure trends; formulate and recommend corrective action.
  • Serve as an advisor to faculty and staff on allowable costs on budgets from multiple sources; interpret existing budget policies for staff and other administrative personnel. Serve as department representative on institutional committees, as assigned. Consult with representatives from other agencies regarding budget/fiscal matters.



A Bachelor’s degree in Business Administration, Accounting, or related field; five years of experience in administration of departmental financial processes and systems, or equivalent combination of education/experience. Relevant on-line application experience required.

Knowledge of UW policies, regulations, and institutional/state accounting and/or budget procedures highly desirable.


New Class: 6/5/92
Revise Class/Title: 2/1/01

CSR Class Conversion (mc): 06-01-05