DIRECTOR, FINANCIAL PLANNING AND REPORTING, SOM

Posting Details

Position Information

Posting Number SRGV9040 Working Title DIRECTOR, FINANCIAL PLANNING AND REPORTING, SOM Number of Vacancies 1 Location Harlingen, Texas Department School of Medicine / Finance and Administration FTE 1.0 FLSA Exempt Scope of Job

To provide leadership and oversight for strategic financial planning, financial reporting and budgetary planning and processes across the School of Medicine.

Description of Duties

• Directs, manages, reviews and reports on monthly financials and end of year projections including analyzing and providing variance explanations.
• Directs the planning and implementation of the annual SOM budget and develops long-term budget projections.
• Manages the daily operations of assigned finance unit.
• Supports the Associate Vice President, Financial Planning, SOM, by providing financial analysis, interpretation, and decision support for informed budgetary, planning, and operational decisions.
• Provides leadership, direction, technical advice, and assistance to administrators regarding budget formulation, analysis, review, and compliance with the appropriate utilization of budgets/funds across the School of Medicine. Responsible for the oversight over short and long-range planning, financial analysis, budget development and financial reporting compliance monitoring for the School of Medicine.
• Performs analysis and makes recommendations on complex financial methodologies involving revenues and expenses, across fund groups.
• Directs, reviews and reports on financial, accounting and statistical data to internal and external users.
• Oversees, prepares and analyzes financial reports on quarterly actuals and annual projected department profit and loss statements.
• Monitors revenue and expenditures by generating and analyzing reports in order to provide recommendations to correct or improve the SOM's financial position.
• Develops objectives and activities based on department goals.
• Coordinates and reviews various academic financial reports, financial position forecasts, annual budgets, and/or salary reports required by external agencies. Assigns, trains, supervises, and evaluates the work of the assigned staff.
• Promotes organization policies and procedures in compliance with local, state, and federal rules and regulations
• Serves as SOM accounting, finance, budget liaison to various University departments.
• Monitors the formulation and coordination of projects or event specifications, requirements for contracts and proposals, and associated documents.
• Provides oversight for all administrative and personnel matters and transactions needing review and approval.
• Reviews plant project requisitions and prepares analyses and recommendations for Associate VP Financial Planning SOM approval.
• Develops, cultivates, and maintains working relationships with internal/external departments/agencies and other organizations.
• Performs other duties as assigned.

Supervision Received

General supervision from assigned supervisor.

Supervision Given

Direct supervision of assigned staff.

Required Education

Bachelor's degree in Accounting, Finance, Business Administration or closely related field from an accredited university.

Preferred Education

Master's degree in Accounting, Finance, Business Administration or closely related field from an accredited University.

Licenses/Certifications

None.

Required Experience

Five (5) years of progressive professional experience in complex financial planning and reporting to include supervisory experience.

Preferred Experience

None.

Equipment

Use of standard office equipment, personal computer, and audio/visual equipment.

Working Conditions

Needs to be able to successfully perform all required duties. Work is performed primarily in a general office environment. Some travel and weekend work is required. Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. UTRGV is a distributed institution, which may require presence at multiple locations throughout the Rio Grande Valley.

Other

Exceptional planning and organizational skills. Strong analytical and attention to detail skills. Excellent verbal and written communication skills. Ability to translate complex financial data into actionable insights for executive leadership decision-making.

Physical Capabilities

N/A

Employment Category Full-Time Minimum Salary Commensurate with Experience Posted Salary Commensurate with Experience Position Available Date 07/20/2026 Grant Funded Position No If Yes, Provide Grant Expiration Date

Posting Detail Information

EEO Statement

It is the policy of The University of Texas Rio Grande Valley to promote and ensure equal employment opportunities for all individuals without regard to race, color, national origin, sex, age, religion, disability, sexual orientation, gender identity or expression, genetic information or protected veteran status. In accordance with the requirements of Title VII of the Civil Rights Act of 1964, the Title IX of the Education Amendments of 1972, Section 504 of the Rehabilitation Act of 1973, and the Americans with Disabilities Act of 1990, as amended, our University is committed to comply with all government requirements and ensures non-discrimination in its education programs and activities, including employment. We encourage women, minorities and differently abled persons to apply for employment positions of interest.

Special Instructions to Applicants

Dear Applicant,

Human Resources will not be held responsible for redacting any confidential information from the documents you attach with your application. The confidential information includes the following:

Date of Birth

Social Security Number

Gender

Ethnicity/Race

Please make sure that you omit this information prior to submission. We are advising that Human Resources will be forwarding your application to the department as per your submission.

If you have any questions, please do not hesitate to contact us at (956)665-8880 and/or careers@utrgv.edu.

Additional Information

UTRGV is a distributed location institution and working location is subject to change based on need.

All UTRGV employees are required to have a criminal background check (CBC). Incomplete applications will not be considered.

Substitutions to the above requirements must have prior approval from the VP of HR & Regulatory Affairs.

Quick Link https://careers.utrgv.edu/postings/51702

Posting Supplemental Questions

Required fields are indicated with an asterisk (*).

• • Are you now, or previously, employed by The University of Texas System or any of its institutions?

• Yes - I currently am employed by the UT System or its institutions

• Yes - I have previously been employed by the UT System or its institutions

• No - I have never been employed by the UT System or its institutions

• • Are you a current UTRGV employee?

• Yes

• No

• • Please select your highest level of completed education.

• 6th grade education

• 10th grade education

• High School Diploma or GED

• Associates Degree, Technical, or Trade School Degree/Certification or 60 Hours of College Hours

• Bachelors Degree from an accredited university

• Masters Degree from an accredited university

• Ph. D. or other terminal degree from an accredited university

• None of the above

• • Please provide the field of study for your education:

(Open Ended Question)

• • Please indicate the number of years of work experience you have directly related to the position in which you are applying for:

• Less than 1 year

• 1 year

• 2 years

• 3 years

• 4 years

• 5 years

• 6 years

• 7 years

• 8 years

• 9 years

• 10 years

• Over 10 years

• • Do you meet the minimum requirements for this position?

• Yes

• No

Applicant Documents

Required Documents

• Resume
• Unofficial Transcripts

Optional Documents

• Cover Letter/Letter of Application
• Curriculum Vitae
• Reference Letter 1
• Reference Letter 2
• Reference Letter 3
• Certifications and Licenses
• Training Certificates
• Other Document
• List of 3 References
• Unofficial Transcripts 2
• Unofficial Transcripts 3
• Letter of Interest
• Unofficial Graduate Transcripts
• Additional Document