USC Human Resources Administration

Job code: 113615Financial Reporting/Projects Manager

Grade: L |Overtime eligible: No |Date approved: April 12, 2005


Manages complex financial reporting and analyses to assist a large school or division or the Board of Trustees and other areas of the organization in business and financial short and long-term planning. Plans and develops all phases of a variety of strategic and complex short and long-term projects of a financial or business nature. Provides internal financial consulting services and advises on complex or technical financial issues. Has responsibility for financial reporting and analyses, financial and business research, project management, planning and scheduling, policy development and implementation and personnel administration.


Priority Time (%) Task (Performs other related duties as assigned or requested. The university reserves the right to add or change duties at any time.)

% Manages complex financial reporting and analyses to assist a large school or division or the Board of Trustees and other areas of the organization in business and financial short and long-term planning. Plans, designs, develops and implements strategic and complex short and long-term projects of a financial or business nature requiring identification, research, extraction of data, interpretation, analysis, evaluation and summation of findings. Plans, coordinates, schedules and organizes project activities to meet objectives. Presents results formally to senior management.

% Produces regular and ad-hoc or complex financial and operating reports. Evaluates and analyzes a variety of complex financial reports and data. Determines accuracy of financial data submitted. May reconcile financial data from multiple sources and make correcting adjustments. May develop forecasts, projections and recommend strategies. Develops conclusions and recommendations and communicates orally or in writing to management.

% Directly or indirectly manages all staff assigned, usually through subordinate managers or supervisors. Determines organizational structure, reporting relationships and short and long-range staffing needs based on goals. Reviews and approves hiring and salary actions to ensure compliance with policy. Oversees performance appraisal process for staff and remains informed of any disciplinary actions required.

% Directs the delivery of financial reporting services. Sets and communicates priorities and performance standards and assesses operations using these criteria. Provides for quality assurance reviews and addresses areas in need of attention.

% Provides internal financial consulting services and advices on complex or technical financial issues. Serves as key resource on financial projects. Interfaces with faculty and/or staff necessary to complete assignments. Resolves problems or questions referred by project staff or administrators.

% Develops financial operating and administrative policies and procedures. Directs the dissemination, interpretation and application of financial or administrative policies and procedures. Interprets applicable laws, rules and regulations, as well as university financial policies and procedures.

% Develops, enhances and maintains automated or manual systems and procedures to facilitate and support financial operations. Ensures that internal systems complement university-wide systems.

% Liaison with all financial departments within the university such as Restricted Fund Accounting, Facilities Management Services, Treasurer's Office, etc. Collaborates with financial departments to explore alternative solutions to problems.

% Represents the department and/or university as an authority in field. Responds to requests for information, advice or assistance from colleagues, professional or industry associations, etc.
Essential % Develops and implements security related procedures such as office opening and closing routines, recognition of duress signals and key controls. Coordinates security activities with university public safety department. Promotes and maintains standards for security conscious awareness and behavior. Maintains knowledge of university's crime prevention and suppression programs and services. Ensures dissemination of security related information to staff.
Emergency response/recovery:    
In the event of an emergency, the employee holding this position is required to "report to duty" in accordance with the university's emergency operations plan and/or the employee's department's emergency response and/or recovery plans. Familiarity with those plans and regular training to implement those plans is required. During or immediately following an emergency, the employee will be notified to assist in the emergency response efforts, and mobilize other staff members if needed.


Minimum educationPreferred education
Bachelor's degree Master's degree
Minimum experiencePreferred experience
5 years 7 years
Minimum field of expertisePreferred field of expertise
Business education or closely related field. Expert knowledge of and experience in financial analysis and reporting. Knowledge of computer simulation and forecasting techniques. Directly related management experience. Directly related experience in a university environment with knowledge of university systems and procedures preferred.
Minimum experiencePreferred experience
  • Analysis
  • Assessment/evaluation
  • Communication—written and oral skills
  • Conceptualization and design
  • Conflict resolution
  • Consulting
  • Counseling
  • Interpretation of policies/analyses/trends/etc.
  • Interviewing
  • Knowledge of applicable laws/policies/principles/etc.
  • Managerial skills
  • Networking
  • Organization
  • Planning
  • Problem identification and resolution
  • Project management
  • Research
  • Scheduling
  • Staff development
  • Statistical analysis
  • Teaching/training
  • Adding machine/calculator
  • Computer and peripheral equipment
  • Computer network (department or school)
  • Computer network (university)
Supervises level
Manages through subordinate supervisors performing professional/paraprofessional work



The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

The University of Southern California is an Equal Opportunity Employer