Position Summary

Responsible for the development and maintenance of financial manager assignments and workflows, as well as standard and ad hoc financial reports for Business Office users and University departments. Serve as the primary content expert for Cognos and other fiscal reporting tools. Function as training leader for internal users and departmental financial managers regarding operational fiscal reports and reporting tools.

Duties/Responsibilities 

• Develop and maintain library of reports to meet financial information needs of University departments. Coordinate report specifications and distribution with appropriate constituencies. Work with assistant director and/or Information Technology to develop and apply data validation techniques to ensure completeness and accuracy of information.
  
  
• Create and manage library of ad hoc reports for Business Office personnel to meet external reporting requirements and facilitate University business operations. Coordinate report specifications with requestors. Provide training on reporting tools for new users.
  
  
• Develop and conduct periodic training sessions to educate financial managers and Banner Finance users. Design user-friendly guidelines and documentation to ensure all end-users of finance systems and reports have the resources to use them appropriately. Assist financial managers with obtaining and interpreting informational reports and developing procedures for effective fiscal management.
  
  
• Analyze past and present financial data. Prepare and/or review specialized and complex reports. Research, interpret and apply knowledge of accounting practices and principles to assure compliance with federal, state and local regulations. Ensure the timeliness, accuracy, integrity and completeness of reported data.
  
  
• Maintain timely and accurate database of financial manager assignments. Collaborate with budget/accounting to publish updates as requested by accounting or budget analysts, or the individual departments.
  
  
• In coordination with assistant director, administer BuyUSI user access and profiles. Manage requisition approval workflows. Monitor reports to ensure agreement with database of financial manager assignments and quickly identify and resolve discrepancies.
  
  
• Manage financial shared services functions. Verify that delegated tasks are completed in a timely fashion with a high degree of accuracy. Ensure adequate coverage of functions when staff are absent.
  
  
• Oversee checklist of external deadlines to ensure compliance with tax regulations, grant requirements and other financial reporting obligations.
  
  
• Manage Banner bank reconciliation processes and oversee timely and accurate completion of escheatment processes.
  
  
• Develop and maintain financial dashboards, metrics and ratios for senior management. Prepare tables, charts and graphs for inclusion in management discussion and analysis (MD&A) section of annual financial report.
  
  
• Coordinate quarterly reporting of effort certification forms with IT and the accountant/budget analyst for distribution to various departments.
  
  
• Manage permanent storage and retention of shared financial records and reports stored electronically outside Banner. Develop procedures to promote efficient retrieval of and appropriate access to archived information. Provide monthly report of archived files to assistant director.
  
  
• Collaborate with functional areas of Accounting, Budgeting, Bursar, Student Financial Success Center and Procurement and Risk Management to assess needs for financial information, training and services. Assist Business Office leadership team in evaluating effectiveness of communications, reports and other finance resources.
  
  
• Maintain library of Business Office standard operating procedures. Coordinate annual review to ensure documents are clear, concise, highly accurate and up to date. Collaborate with process owners to develop documents for new processes and procedures. Assess current processes for inefficiencies, inconsistencies and opportunities for improvement or automation.
  
  
• Coordinate with assistant director on periodic system testing for updates or enhancements within the ERP, as well as certain projects that may impact reporting/training as necessary.
  
  
• Drive change management and provide training, tools, and techniques to enable others to achieve reporting standards and/or requirements.
  
  
• Monitor the non-student accounts receivable invoice process to ensure timely completion and distribution to external parties. Also serve as backup when necessary.
  
  
• Stay up to date with Cognos reporting tool features and enhancements to optimize reporting capabilities.
  
  
• Serve as point person for all financial systems needs in absence of assistant director.
  
  
• Other duties as assigned.

Required Knowledge and Skills

• Bachelor’s degree in accounting, finance, or business administration required with at least three years of related experience.
  
  
• Proficiency in financial reporting and analysis, including an aptitude for accounting information systems.
  
  
• Demonstrated knowledge or ability to learn SQL Plus, Cognos, or other query tools.
  
  
• Attention to detail and strong problem solving skills.
  
  
• Excellent organization skills in addition to the ability to coordinate multiple tasks from different parties, determine priorities, set deadlines, and complete projects.
  
  
• Strong oral and written communication skills with a demonstrated ability to effectively convey financial information to diverse audiences in various academic and administrative units.
  
  
• Demonstrated knowledge of microcomputers, word processing, spreadsheet, electronic mail, presentation, and Internet content development software required.
  
  
• Experience with financial information systems required with Banner experience preferred.

Preferred Knowledge and Skills

• Master’s degree in accounting or business administration or professional certification strongly preferred.
  
  

Regular Work Hours/Travel Requirements

About USI   

The University of Southern Indiana is a public higher education institution located on a beautiful 1,400-acre campus in Evansville, IN. We offer employees exceptional benefits! Benefits for this position include:

• Affordable medical, dental, vision, life and short term and long-term disability insurance plans.
• Retirement plan where the University makes the total contribution equivalent to 11% of annual salary.
• Full tuition fee waiver for employees/75% for spouses and dependent children.
• Vacation and sick time
• Holiday pay
• Free access to Recreation, Fitness & Wellness Center.
• Access to on-campus University Health Center and Dental Hygiene Clinic.

For more information about the benefits that USI offers, please visit www.usi.edu/hr/benefits.

• Resume
• Cover Letter

Search Committee Chair:

If you have questions about the open position, please contact Jonathan C. Shoptaw, search committee chair, at jcshoptaw@usi.edu.

Best Consideration Date:

For best consideration, please submit materials by August 14, 2025.

Pre-Employment Screening

A background check will be required for employment in this position.

Authorization to Work in the United States

USI will not sponsor an employment-related visa for this position.

Interview Accommodations

Persons with disabilities requiring accommodations in the application and interview process please contact the manager of Employment at mcweinzapf@usi.edu or (812) 464-1840. Contacting the manager of Employment is intended for use in seeking disability-related accommodations only. For general applicant inquiries, contact Human Resources at HumanRes@usi.edu or (812) 464-1815.

EEO Statement

USI is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities