Assistant Director, Center for Financial Reporting and Management (6299U)

Human Resources 2 · April 2015

Assistant Director, Center for Financial Reporting and Management (6299U), #19552

UC Berkeley - Main Campus

The University of California, Berkeley, is one of the world’s most iconic teaching and research institutions. Since 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world. Berkeley’s culture of openness, freedom and acceptance—academic and artistic, political and cultural—make it a very special place for students, faculty and staff.

Berkeley is committed to hiring and developing staff who want to work in a high performing culture that supports the outstanding work of our faculty and students. In deciding whether to apply for a staff position at Berkeley, candidates are strongly encouraged to consider the alignment of the Berkeley Workplace Culture with their potential for success at http://jobs.berkeley.edu/why-berkeley.html.

The function of the Center for Financial Reporting and Management (CFRM) is to foster the relation between the Haas School's accounting program and the business community; accounting firms; corporations; US Standard setting agencies; international standard setting boards; government regulators; other academic institutions; and professional student groups. This is done by maintaining ongoing relations with professionals through organizing conferences and meeting regularly with members of the CFRM Advisory Board, communicating through newsletters, soliciting donations, and disbursing funds that are received to support the research of accounting faculty and doctoral students.

The Center also promotes interaction between students and firms/corporations by hosting regular student and professional events specifically tailored for professional development, interaction and recruitment. The Center offers custom programs and workshops on special topics related to emerging accounting issues. The Center is also engaged in new course development based on student interest and the needs of the business community.

The Haas School of Business develops innovative leaders - individuals who redefine how we do business. Berkeley-Haas, the second oldest business school in the United States, educates 2,200 students each year in six degree-granting programs, and hundreds more through executive education programs. A team of 300 staff members support these students, faculty and alumni through work in areas that include Admissions, Student Services, Career Management, Administration, and Development.

Berkeley-Haas offers opportunities to champion new ideas, collaborate across boundaries, and learn continually. Our culture is captured by Four Defining Principles (Question the Status Quo, Confidence Without Attitude, Students Always and Beyond Yourself) that distinguish Berkeley-Haas as a place to learn—and a place to work.

To learn more about the Haas School visit: http://www.haas.berkeley.edu/haas/about/employment.html

The center for Financial Reporting and Management at Haas is seeking an Assistant Director. The person in this role is responsible for a) functioning as the primary manager of the day-to-day operations of the Center for Financial Reporting and Management, b) implementing and supervising all facets of the Center, c) overseeing the execution of all aspects of event production for a variety of external and student supported events and conferences at the Center, which includes implementing long-range plans to retain and develop new sponsorships from individuals, foundations and corporations and attract new sponsors for CFRM, d) participating in the development and planning of Center promotions and making recommendations for marketing strategies, e) assisting in developing new programs appropriate to the Center's mission, f) corresponds with speakers and lecturers about presentations, materials and logistics and f) contributes in the fiscal management of the Center.

Responsibilities:

The Assistant Director will:

• Brainstorm ideas and strategize with Advisory Board and Center Executive Director in long-range planning to meet the overall fundraising objectives of the Center.

• Work with Executive Director in defining mission statement and developing marketing tools and promotional materials to communicate the vision of the Center.

• As Editor, write copy, edit and publish 12 page Newsletter (including Annual Report/Donor Listing) and work with printer and mailhouse to distribute.

• Design marketing brochures and conference collateral.

• Develop marketing strategy for all events and functions of the Center

• Contact media prior to events to develop program promotion.

• Manage and develop social media marketing for events and Center business.

• Provide comprehensive program and event management for high level conferences and special events ensuring quality programs for a variety of external and internal constituencies, including, corporate professionals, government officials, Center Sponsors, Advisory Boards, faculty, and students. (Financial Reporting Conference size up to 425 attendees – mailing list 10,000; Big4_ Event; Recognition lunches and dinners; Transcript Review Sessions and other customized events).

• Investigate and evaluate new sites, select and secure location, negotiate pricing for venue, catering and event services.

• Research speakers and develop potential list of high level corporate executives and government officials for conferences/programs. Plan special dinner for speakers.

• Set program schedule, communicate with speakers/moderators with guidelines, and prepare time-line. Coordinate materials for power point presentations and conference handouts.

• Review and assess programs through planning and debriefing sessions and evaluation forms and provide program critiques. Incorporate procedures to improve production cost controls over events and make suggestions for service improvements.Supervise event support staff and manage on-site representatives.

• Research award nominees for the Berkeley Award for Distinguished Contributions to Financial Reporting (Award recipient announced at financial reporting conference).

• Plan annual Accounting Recognition Dinner. Handle all logistics for this event.

• Analyze and monitor Center’s budget

• Analyze, summarize and/or review data, report findings, interpret results and/or make recommendations.

• Gather, analyze, prepare and summarize detailed BAIRS reports. Explain variances. Make budget recommendations to Executive Director based on projected expenses and analysis of prior years’ expenses.

• Identify cost-saving and revenue opportunities for the Center.

• Work with Executive Director to ensure fiscal management of Center’s program.

• Prepare estimated event budgets; monitor and reconcile; track revenue and expenses.

• Perform general accounting duties including preparation and review of purchase orders, travel and entertainment expenses, deposits and reimbursements using Bear Buy.

• Work with Campus Shared Services (CSS) regarding accounting issues and coordinate with CSS for any BluCard payment requests.

• Gift Processing: See that donor gifts are deposited into the correct account and acknowledged in a timely manner. Monitor gifts from Sponsors and invoice annually.

• Develop and maintain relationships with potential donors, corporate sponsors, professional organizations, and governmental agencies to ensure that these relationships are nurtured and maintained.

• Collaborate with Executive Director in planning direction of Advisory Board meetings and setting goals.

• Prepare agendas, announce meetings, coordinate logistics, take minutes at meetings.

• Organize annual LAUNCH diversity program for potential incoming students to Haas that are interested in accounting careers.

• Work collaboratively with UC Career Center in promotion of student outreach programs.

• Run reports in Cybersource and reconcile with email notifications of payments for AAER dataset.

• Use PaperlessPost for e-cards and e-invitations for events.

• Use Smilebox to design Facebook covers for CFRM Facebook page

• Maintain databases of Center contacts and donors and download data for use in Excel or Word, or Salesforce and other similar software. Prepare reports, labels, name badges, etc. from database.

• Serve as point of contact for all inquiries by the public and students. Screen calls and visitors. Answer inquiries from students, faculty, co-workers, the general public, and the press/media. Direct inquiries to appropriate individuals or departments for further information or assistance if necessary.

• Liaison between sponsors, speakers, conference attendees, faculty, staff, and students for all business related to Center. Respond to inquiries from academia and the business sector.

Qualifications:

• Thorough knowledge of basic concepts, principles, and procedures of building and maintaining effective relations with internal and external constituencies.

• Demonstrated written, verbal and interpersonal communication skills, always showing tact and political acumen to effectively represent the campus.

• Thorough research, analytical and critical thinking skills, including sound judgment and decision-making skills and skill to correctly identify real and potential problems, advising management as required, and proposing effective strategic resolutions.

• Ability to perform project management duties, including event planning and meeting deadlines.

• Advanced knowledge and experience in program management and outstanding organizational and office management skills.

• Ability to interface with accounting professionals and faculty to establish productive and cooperative working relationships.

• Some knowledge of accounting profession, course pathways, career regulatory requirements.

• Knowledge of the professional goals of the Center and understanding of University guidelines, principles and practices (preferred).

Salary: The annual salary range for this position is $47,600 - $67,000. For information on the comprehensive benefits package offered by the University visit:

http://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html

To Apply: Please submit your cover letter and resume as a single attachment when applying through http://apptrkr.com/601203

Additional Information: This position has been designated as sensitive and may require a Criminal Background Check. We reserve the right to make employment contingent upon successful completion of a Criminal Background Check.

Equal Employment Opportunity

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For the complete University of California nondiscrimination and affirmative action policy see:

http://policy.ucop.edu/doc/4000376/NondiscrimAffirmAct

If you’d like more information about your EEO rights as an applicant under the law, please see:

http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf

Work Environment

As of January 1, 2014 the University of California, Berkeley is a smoke and tobacco free workplace. Information about our Smoke and Tobacco Free policy is available at:

http://www.tobaccofree.berkeley.edu/

Clery Disclosure

The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act require that crime statistics and other safety information for colleges and universities receiving Title IV funds be made available to applicants upon request. University of California, Berkeley’s Annual Security Report includes statistics for the previous three years concerning reported crimes that occurred on campus, in certain off-campus buildings owned or controlled by the University, and on public property within or immediately adjacent to and accessible from the campus. The report also includes institutional policies concerning campus security, such as those concerning alcohol and drug use, crime prevention, the reporting of crimes, sexual assault, and other matters. You may obtain this information for the UC campus to which you are applying by accessing the website at http://police.berkeley.edu/safetycounts/index.html.

A printed copy of the report may be obtained by writing to UCPD, Room 1, Sproul Hall, Berkeley, CA 94720.

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Assistant Director, Center for Financial Reporting and Management (6299U)

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