Description

POSITION OBJECTIVE 

Working with a high degree of independence, the Finance Manager is responsible for financial accounting and reporting services, analyzing variances and trending financial patterns, and collecting, verifying and reporting financial information for all University Fitness Centers' locations. Responsible for membership accounts management, collections, accounts payable, month and year-end close, and the integration of facility management software with PeopleSoft. Responsible for all accounts payable services and serve as the key resource for payment and management of vendor and independent contractor contracts, as well as technical support with software and vendors systems. Responsible for financial, accounting and other business policies. Works closely with the Senior Director in the strategic financial operations, analysis and budgeting. Directly supervise the front-line, customer service management staff.

ESSENTIAL FUNCTIONS

Responsible for financial accounting and reporting services. Develop and implement strong internal controls and work standardization to collect, analyze, verify and report financial information and activity. Maintain financial systems, monitor and develop fiscal policies, compliance with campus protocols, budgeting, cash flow, cash deposits, fiscal interface with all departments, financial analysis including examination of potential growth opportunities and financial reporting to various stakeholders. (10%)
Responsible for month-end and year-end close and other reporting. Assist with preparing budgets and forecasting, reconcile monthly income and expense statements, and provide a summary to the Senior Director. Work closely with the Senior Director to provide recommendations for strategic analysis setting financial goals and objectives for each fiscal year. Responsible for the interface with PeopleSoft and reporting.  (10%)
Manage and audit various types of memberships and guests, multiple locations and non-dues revenue including programs, services and product sales. Compile, manage, analyze and report on sales and membership data. Manage member and guest databases, audit Point of Sales (POS) register sales, maintain up-to-date and accurate member account transactions, including credit card deductions, graduate student payments, payroll deductions, insurance payments, web-based transactions and more. Responsible for processing refunds through our software systems and the university. Provide excellent customer service by responding to membership questions in person, by phone or email in a timely, efficient and accurate manner. Assist with front desk duties and tours. (30%)
Manage of all aspects of accounts payable, including payment requests, reimbursement of non-travel expenses, purchase orders and requisitions, and PCard and DCard management. Initiate new vendor contracts, receive, process, verify and reconciles invoices, track all payments, invoices and statements, reconcile processed payments by verifying balances and reports, maintain historical records, pay vendors and contractors, and prepare analysis of accounts and reports. Ensure credits are received for outstanding memos. Issue stop-payment or purchase order amendments. Responsible for properly charging expenses to correct accounts and cost centers. Manage petty cash fund by recording entry and verifying documentation.  Provide technical support with software and vendors systems. (30%)
Oversee and provide administrative management of the front line, customer service staff. Coordinate with the Assistant Manager of Member & Guest Services and hold staff to a high degree of productivity while providing excellent customer service and accuracy. Attract, develop and retain staff who uphold the mission and values of University Fitness Centers and represent us as leaders in the industry. Define and assign individual tasks, maintain schedules and standards, process payroll, recommend commendations, conduct performance reviews, and administer disciplinary actions. Maintain a high profile to ensure continuous quality of the customer experience. (20%)
 

NONESSENTIAL FUNCITONS

Perform other duties as assigned. (<1%)

CONTACTS 

Department: Daily contact with the Senior Director and other administrative staff. Regular contact with all members of the fitness center to maintain workflow, address concerns and make adjustments.

University: Daily contact and interaction with university members and guests, as well as frequent collaboration with other university employees.

External: Represent University Fitness Centers to outside organizations and the community, as well as throughout the fitness industry. Work with outside vendors and contractors regularly.

Students: Daily contact and interaction with university student members and guests, as well as frequent collaboration and contact with CWRU students.

SUPERVISORY RESPONSIBILITIES

Direct supervision of Assistant Manager of Member & Guest Services.

QUALIFICAITONS

Education/Experience: High School education and 5 years of experience in customer service required, preferably in higher education or a nonprofit OR Bachelor's degree and 1 year of experience.

REQUIRED SKILLS

Knowledge and understanding of accounting principles and financial analysis. Strong aptitude in math and well developed reasoning skills required.
Excellent verbal, written, telephone, interpersonal and customer service skills and the ability to deal with individuals representing a broad socioeconomic spectrum on a service level.
Strong organization skills; ability to multi-task, prioritize and give attention to detail in order to complete tasks and meet deadlines. Ability to follow protocols, manage time effectively, and work on several projects simultaneously.
Demonstrated ability to work as a team member and/or independently with minimum of supervision. Ability to maintain and facilitate effective working relationships with and between all fellow staff members.
Highly motivated, goal oriented, self-starter continuously seeking to improve business processes and follow through to project completion.
Ability to work in a fast-paced, dynamic environment, and conform to shifting priorities, demands and timeline. Must be flexible in order to respond to project adjustments and alterations promptly and efficiently. Must be able to adapt to varying workloads and respond appropriately to stressful situations.
Strong business ethics, high integrity and strong professional standards.
Knowledge and skills in database software required. Ability to manipulate and analyze data on multiple levels.
Ability to apply logic to systems and processes in fulfilling job requirements is essential.
Must be able to analyze multiple sources of data to accurately reconcile information.
Ability to use a computer with a high degree of proficiency in a variety of applications, including but not limited to spreadsheet and word processing applications. Ability to generate moderately complex spreadsheets and reports in Excel.
Ability to lead by example and proven supervisory leadership skills.
Ability to understand all programs and services offered and help recruit participants, upsell services, etc.
Ability to meet consistent attendance.
Ability to interact with colleagues, supervisors, and customers face to face.
 

WORKING CONDITIONS

The employee will be required to walk throughout the building and outdoors to other departments. The employee will perform repetitive motion using the computer. Ability to perform a variety of physical skills, including but not limited to; carrying, filing, pushing, pulling, reading, sorting, twisting, mopping, shoveling, walking, climbing, writing. Possible exposure to commercial cleaning products. 

Requirements

QUALIFICAITONS

Education/Experience: High School education and 5 years of experience in customer service required, preferably in higher education or a nonprofit OR Bachelor's degree and 1 year of experience.