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GENERAL INFORM ATlON

0 00 0 0 6 3 5 J ~ ICollege of Charleston I

. PositionNumber AgencyCode Agency Name

IBusiness AffaiIslFiscal Serv.IBudgeting & Payroll I ICharleston/Charleston I

DivisionI SectionI Unit CilyI County

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I Accl/Fisca1MgrI ~ ~ ~Current Slate Tille Alphanumeric Cooe Slot Band

~ IvpBusiness/Finance ~ ~Full I PartTime Indicator Supervisor State Title Alphanumeric Code Slot

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SOURCE OF FUNDING

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OFFICE OF HUMAN RESOURCES

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ID.-Y;MTHE FOLLOWING SECTION OF THE POSmON DESCRIPTION IS TO BE COMPLETED BY THE SUPERVISOR

1. What are tbe minimum requirements for the position (Minimum requirements must at leasl me,et tbe state minimum requirements for cLassUiedclasses but may include addilionalrequirements.)?

A bachelor's degree in accounting, business administration, economics, or finance, and five years of financial experience; or a bachelors dl'gree with no less thanfifteen semester hours in accounting relaled courses and five years of financial e~erience. Experience mnst included two years of direct supervision of professionalfinancial employe.es.

2. Whal kno,vledge, skills, and abilities are needed by an employee upon entry to this job inc:lading any special certification or license?Extensive knowledge of: state governmental processes; accounting principles and practices; principles and theories orbudgl'Ung and financial management. AbiJityto interprel and analyze financial data and reports and 10develop budgellU}' objectives, performance goals, and program managerial controls. Extensive knowledge ofhuman resource and payroll issues, policies and procedures.

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J. Describe the guidelines and supervision an employee rereiveslo do Ibisjob,lm:luding the employee's independence and discretion.

The employee receives direct project assigmnent from aU levelsofWgher management, including the President; works with littledirect supervision but collaboratively witJ1various constituencies in completing a finisbed product Due to close involvement withthe CHE, the Budget and Conr:rol Board, legislative slarf, etc., ITImtuse own discretion in serving tbe,interest of the institution.

4. Indicate add1tioaal comments regarding tbls position (e.g., work environmentl pbysical requirements, overnight travel).

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STATE OF SOUTH CAROLINA POSITION DESCRIPTION

1. Job Purpose:

As Director of Budgeting and Payroll Services and with little supervision, perfonns extensive duties developing, directing, monitoring, and evaluating a complex budgetarysystem comprised of in excess of 1,000 different accounts having total funds approximating $ 150 million coming from many different funding sources, The University'College of Charleston is the third largest institution of higher education in the state of South Carolina.

Z. Job Functions:I£ssentlalJMarginal(8 or M)

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Perccn.lageof Time

Develops and directs aU budgetary processes:Responsible for infonnatioD provided to the CommisssioD on Higher Education, Budget and Control Boaed, and legislature used in determining

formula funding (MRR) and the expenditure pattern used in the state appropriation.Develops policy recommendations; interprets policy; develops procedures; distributes instructions.Analyzes proposed and existing program requirements determining funding levels and sources andpamcipates in other spedat managerial projects

including reorganization studies.Develops modeling/ forecasting of revenue and expenditure patterns. .

Assists in the development of budgetary goals, management controls, funding sources.Calls for internal budgetary requests; analyzes requests making funding recommendations to ex.ecutive administration.Prepares and presents internal and eKternal budget presentations.Identifies surplus and deficit situations recommending to executive administration revisions and fund transfers.Works with program administrators in evaluating budgeeary controfarld requirements initiating remedial actions.

Evaluates and recommends adaptations of integrated data base systems:Systems are monitored daily and used in the development of internal and external reports. Systems include I'inancia I Records System, HumanResowcc System, Student Information System.

Serves as coordinator of aU systems controlled by the Division of Business Affairs and represents the Divisions position on automation mattersthaI span the campus as welt as tl1edivision.

3. Positioots Sunervisorv ResponsibUities:

lflhis posiJiOll ;rrc/udeuupervisory respollslbililies, please illdlc:ale lite slale title and 'lUmber ofposifiOlrs off/Ie three frighesl suborJiIAa/es.

STATETITLE NUMBER(1) fufoResourceConsultantII ~

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(2) Acct' Fiscal Analyst II

(3) Fiscal Tech n

Number of employees Sdirectly sllpervised:4

1 11Total number supervised:

4.Comments:

Tbis is one or the highest level classified positions at the agency and as such the employee is expe.cred to be intimately familiar with the mission of the institution and tounderstand how tl1efunctions of the Budgeting and Payroll Services Offices play into the College's ability to achieve its goals and objectives and to impart the same to the

sm ff in its delivery of quality efficient service to the faculty, staff, studellts, and other constituenc~

5. The above description is an accurate and complete description of this job. 5- pr-a?Date

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STATE OF SOUTH CAROLINA POSITION DESCRIPTION

1. Job Purpose:

As Director of Budgeting and Payroll Services and with little supervisiQD,perfonns extensiveduties developing, directing, monitoring,and evaluatinga complex.budgelarysystem comprised ofin excess of 1,000 different accountshaving total funds apprmrnnating$150 million coming from manydifferent funding sources. The University/College of Charleston is the third largest institutionof higher education in the state of South Carolina.

ESSenllaU Percentage2, Job Functions: Marginal ofTime, (B or 11.1)Develops and directs aUbudgetary processes: E 30

ResPQosiblefor infonnation provided to the CommisssioDon Higher Education,Budget and Control Board, and legislatureused in determiningfonnula funding(MRR) and the expenditure pattern used in the state appmpriatioIL

Develops policy recommendations; interprets policy; develops procedures; distributes instructions.Analyzes proposed and existing program requirementsdetermining funding levels and sourCesand participatc.\in other specint managerial projects

including reorganization studies.Develops modeling I forecasting of revenue and expenditurepatterns.Assists in the development or budgetary goals, managementcontrols, fundingsources.Calls for internal budgetary requests; analyzes requests makingfundingrecommendationsto ex.ecutiveadministration.Prepares and presents internal and external budget presentations.Identifies surplus and deficit situations recommendingto executive administration revisions and fund transfers.Works with program administrators in evaluating budgetary control and requirements initiating remedial actions.

Evaluates and reconunends adaptations of integrated data base systems: E 15Systems are monitored daily and used in the developmentofintemal and external reports. Systems include FinancialRecords System, HumanResource System,Student Information System.

Serves as coordinator of aUsystems controUedby the Division of Business Affan-sand represents the Divisions position on automation mattersthat span the campus as well as [be division.

3. Position's Sunervisorv Responsibilities:lftllis pasiJioll;IIcludeuupervisory respo/lslbi/ilies.plerue illdlcate tllf!slale litle and lJUwberofposifiOlrsof tIle Ihree lrighestsubordinales.

STATE TITLE NUMBER(1) Info ResQurceConsultant U I

Number of employees Sdirectly supervised:

(2) Acct / Fiscal Analyst n 4

(3) Fiscal Tech n 1 11Total number supervised:

4. Comments:

Tbis is one or the bighest level classified positions at the agency and as such the employee is expe.ctedto be intimately familiarwith the mission of the institution and tounderstand how the functioDSof the Budgel:i.ngand Payroll Services Officesplay into the CoUege'sability to acWeveits goals and objectives and to impart the same to thesmff in its delivery of quality efficient service to the faculty, slaff, students, and other comtituenc .

-/ s- -r a15. The above description is an accurate and complete description of this job. C

Bmproyee'sSignature""" Date

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Job Functions: Continued (College of Charleston Position Number 006353)

Responsible for the preparation and submission of fmancial reports and analyses to the President, execlltive administrators, Board ofTrustees, Commission on Higher Bdllcation, Budget and Control Board, General Assembly, !PEDS, etc.

Evaluates requests for infonnafion from internal and external components to detennine wbat js really being asked and for what use it jsintended. Informs top management as to the multi-faceted impact created by the different presentations, making recommendation on suchand directing the final response method.

Supervises 3 separate areas within Budgeting and Payroll Services ritb professionalstam of fiscal analy.sts, information consultants, andfiscal technicians:

. Responsible for the I1W1agement and operation of a complicated position control system, which is the cerltral component of the personnelI payron system consisting of aU positions including faculty, staff, temporary employees, adjunct faculty and srndenf8.. Responsible for the management and operation of the college's payroll system, a component of the integrated Human Resources System(HRS), as web as all payroll functions including the generation of pay, remit1ance of carrier bills and withhoJdings, and all servicesnOll11allyassociated with a payroll depamnem.

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