Budget & Reporting Functional Lead

Finance Service Center

Role Summary
University of Missouri Controller's Office provides leadership in the planning, integration, financial reporting, and tax compliance for the University across all campuses and the health system. Collectively with campus colleagues, we serve as a strategic and trusted advisor, support an inclusive and dynamic culture and workforce, and pursue continuous improvement through knowledge, collaboration, and leadership.

A successful candidate for this position in the Controller's Office will:

• Thrive in a fast-paced environment
• Enjoy investigating problems and puzzles
• Be self-motivated and proactively solve problems with little oversight
• Work well as a member of a team
• Understand the relationships between financial statements and systems that feed them
• Proactively communicate problems and work across the organization to solve them

The Finance Information Systems team maintains the University of Missouri's PeopleSoft Financials System (ERP) and Workday Planning (EPM) and is responsible for the month-end and year-end transactional processing, data reconciliation, reporting, supporting financial planning, and system maintenance and upgrades. The group provides functional expertise for the PeopleSoft modules, Web Applications, Workday Planning, and Financial Reporting.

The Office of Finance is looking for a talented Budget and Reporting Functional Lead to join the Finance Information Systems team. This position is primarily responsible to manage, enhance, and upgrade the Workday Adaptive Planning budget and long-range financial planning modules, support PeopleSoft budget modules and processing, and coordinate and improve various finance reporting applications. They provide support to the campuses/end users on the day-to-day functionality of the application and support key reporting functions. This position will: oversee and support configuration of Workday Planning, troubleshoot system processing; support functionality testing during upgrades; work with technical staff to identify and resolve system issues; and develop as well as reconcile reporting applications. There is close coordination and support with the Senior Finance Systems Specialist, General Ledger Functional Lead and the Finance Systems Director.

Key Responsibilities

Support new and existing Workday Planning Enterprise Performance Management (EPM) software applications. Collaborate with functional users and Information Technology staff to find solutions to business process problems or changes (such as benefit changes of budgeting for paid time off) for budget and long-range financial planning.

Coordinate the testing of patches, fixes and upgrades to EPM and ERP systems while working with impacted business users to complete thorough user acceptance testing.

Facilitate and participate in user focus groups to offer end user support. Resolve incidents and service requests logged through ticketing system. Complete system demonstrations and training. Create and maintain training materials and support user needs and questions.

Perform budget year preparation and year-end roll-over review and procedures for the EPM and ERP budget modules.

Assist in the development of new management reports and respond to ad hoc reporting requests utilizing the current accounting system and new reporting applications. Collect, validate, and analyze data requested by management to assist with effective business decisions.

Support new design and provide continued support for Finance reporting packages and reports built as part of ERP and EPM user interface. Develop and test end user and management reports for day-to-day management and other reports for strategic management of university resources.

Support data specifications, data design and report delivery for financial performance & accountability project including an improved reporting strategy for end users.

Serve as backup for General Ledger and Asset Management Functional Lead.

As with all positions, involvement with other duties and responsibilities may be expected to support the mission and purpose of the University of Missouri System.

Monday - Friday, 8am - 5 pm (Hybrid)

A Bachelor's degree or an equivalent combination of education and experience and at least 5 years of experience from which comparable knowledge and skills can be acquired is necessary.

A Bachelor's or Master's degree in Accounting or other business-related areas

Experience working in enterprise financial planning software applications

Experience working in functional or technical support of enterprise software applications

Experience performing business analysis in one or more of the following PeopleSoft pillars: Campus Solutions, Human Resources, Finance/Supply Chain and/or with General Ledger processing.

Experience working with extraction and presentation of financial data through SQL/query, or a business intelligence tool such as Cognos, PowerBI, Tableau, etc.

Understanding of governmental accounting standards

Strong analytical and organizational skills

Hiring Salary: $73,000 - $85,000 per year
Grade: GGS 011
University Title: Finance Systems Specialist III
Internal applicants can determine their University title by accessing the Talent Profile tile in myHR.

Columbia offers small-town friendliness with big city features and a high quality of life for people of all ages and interests. Founded on education and known as an ideal college town, its location also makes it an attractive spot for businesses and travelers. Located on Interstate 70 and U.S. Highway 63, Columbia is right in the middle of the state and the nation. Just a couple hours' drive from St. Louis and Kansas City, Columbia is Boone County's largest population center offering big-city culture, activities, and resources with a low cost of living. Columbia is home to a variety of restaurants and entertainment venues and hosts more than a dozen cultural festivals each year. If you want to grow your career, continue your education, raise a family, and retire, Columbia is a good place to be!

This position is eligible for University benefits. As part of your total compensation, the University offers a comprehensive benefits package, including medical, dental and vision plans, retirement, paid time off, short- and long-term disability, paid parental leave, paid caregiver leave, and educational fee discounts for all four UM System campuses. For additional information on University benefits, please visit the Faculty & Staff Benefits website at https://www.umsystem.edu/totalrewards/benefits.

Values Commitment

We value the uniqueness of every individual and strive to ensure each person's success. Contributions from individuals with diverse backgrounds, experiences and perspectives promote intellectual pluralism and enable us to achieve the excellence that we seek in learning, research and engagement. This commitment makes our university a better place to work, learn and innovate.

In your application materials, please discuss your experiences and expertise that support these values and enrich our missions of teaching, research, and engagement.

Equal Employment Opportunity

The University of Missouri System is an Equal Opportunity Employer. Equal Opportunity is and shall be provided for all employees and applicants for employment on the basis of their demonstrated ability and competence without unlawful discrimination on the basis of their race, color, national origin, ancestry, religion, sex, pregnancy, sexual orientation, gender identity, gender expression, age, disability, or protected veteran status, or any other status protected by applicable state or federal law. This policy applies to all employment decisions including, but not limited to, recruiting, hiring, training, promotions, pay practices, benefits, disciplinary actions and terminations. For more information, visit https://www.umsystem.edu/ums/hr/eeo or call the Director of Employee and Labor Relations at 573-882-2146.

To request ADA accommodations, please call the Director of Accessibility and ADA at 573-884-7278.