Southern Oregon University seeks a Vice President for Finance and Administration
Click here to view position profile: https://summitsearchsolutions.com/wp-content/uploads/2023/10/SOU_VPFA_Profile.pdf
Location: Ashland, Oregon
The Vice President for Finance and Administration (VPFA) is the chief fiscal officer, responsible for the university’s overall financial leadership, strategic planning, and financial management. The VPFA also guides the development and implementation of the university’s human, financial, and physical resources, which include the budget office, human resource services, facilities management and planning, campus master planning and new construction, information technology, campus public safety, service center, business services, and sustainability.
The VPFA will partner with the President and other key stakeholders to leverage SOU’s unique strengths, develop and execute innovative plans for resource diversification, and forge new pathways to secure a sustainable future for the university. The VPFA guides the development, implementation, and monitoring of SOU’s operating and capital budgets, from multiple sources of funding (general funds, auxiliary enterprises, self-support operations, private donations, and legislative capital funding). The position reports directly to the President and serves as a critical member of the executive team. The Vice President plays key roles in institutional planning and positioning, in building community partnerships, and in advancing SOU’s presence in the region, state, and nation. The Vice President has a significant role in representing SOU to the Southern Oregon University Board of Trustees, and participates in the Oregon VPFA Council, the Oregon Council of Presidents, the University Shared Services Enterprise (USSE) Oversight Committee, and the Public University Risk Management and Insurance Trust (PURMIT).
Effective performance of the duties outlined below requires an in-depth understanding of the mission of the institution and its various programs, a commitment to service through the various logistical and support functions, and the ability to work effectively within a shared decision-making environment.
- Budget and Fiscal Management (35%)
Working in partnership with the President and executive leadership team, the VPFA will lead efforts to leverage SOU’s unique strengths, develop and execute innovative plans for resource diversification, and propose new pathways to secure a sustainable future for the university. The VPFA plays a pivotal role in guiding and coordinating the institution’s operating budget, which includes both state appropriations and tuition/fee revenues, along with the expenditures sustained by these and other funding sources. In a similar capacity, the VPFA oversees the budgeting and expenditure control for auxiliary funds, such as those from auxiliary enterprises and self-support operations. The VPFA’s duties also encompass supervising and coordinating the critical tasks of forecasting, financial analysis, and institutional fiscal research. These functions are essential for shaping and assessing annual and biennial budget requests to the Board of Trustees and the Higher Education Coordinating Commission (HECC), including the setting of tuition/fee levels and campus resource allocations. The VPFA ensures that these processes are appropriately carried out, documented, implemented, and reported on. Further, the VPFA oversees all accounting, reporting, and fiscal control activities. This includes working with internal and external auditors to ensure ethical business practices, compliance, and accurate financial statement preparation and reporting. The VPFA maintains a financial link with the university and the SOU Foundation (SOUF), Jefferson Public Radio (JPR), Campus Housing Foundation (CHF), and Barnes & Noble (B&N).
- Oversight of Campus Service Areas (30%)
The VPFA oversees the following areas and processes in collaboration with direct reports: capital asset management and overall campus infrastructure at SOU’s Ashland and Medford campuses, planning and institutional capital budget requests, architectural and construction contracts, planning and implementation of institution-wide safety and security measures and crisis management, sustainability, and information technology.
The Vice President has a significant role in representing SOU to the Southern Oregon University Board of Trustees, and participates in the Oregon VPFA Council, the Oregon Council of Presidents (OCOP), the University Shared Services Enterprise (USSE) Oversight Committee, the state legislature, and the Public University Risk Management and Insurance Trust (PURMIT). The VPFA serves as the principal representative to organizations such as the National Association of College and University Business Officers (NACUBO) and its Western affiliate (WACUBO) and the College and University Personnel Association (CUPA). The VPFA also participates on various internal task forces, work groups, and steering committees charged with developing or evaluating administrative and financial activities, including but not limited to Cabinet, Executive Council, Business Affairs Council, University Budget Committee, and Tuition Advisory Council.
- Human Capital & Collective Bargaining Administration (10%)
The VPFA guides the university’s human resource policies and processes regarding recruitment and retention practices, benefits, performance management, professional development, employee and labor relations, and compensation plans for administrative, classified, and student employees. The VPFA assists in collective bargaining agreements with the Association of Professors of SOU (APSOU) and the SEIU Local 503 unions.
- Institutional Policy and Accountability (5%)
The VPFA is involved in developing, implementing, revising, and integrating institutional finance and administrative policies, subject to approval by the President and Board of Trustees. They collaborate with the University Policy Committee and other Vice Presidents to develop, review, and approve SOU finance and administrative policies, rules, and regulations. The VPFA assists the President and senior officers in complying with institutional and Board policies, as well as applicable laws and rules.
- Master’s degree or equivalent from an accredited institution of higher education.
- At least five years of successful leadership in a senior-level position with significant financial responsibility, budget program experience, and personnel management.
- Demonstrated capacity to analyze organizational financial strengths and weaknesses and develop and implement strategic opportunities.
- Demonstrated proficiency communicating across multiple audiences with clarity, equanimity, and integrity.
- Record of successful approaches to supervision and team leadership that prioritizes trust, healthy communication, strong relationships, accountability, and skillful conflict management.
- Experience integrating short and long-term financial and strategic planning, and knowledge of best practices in fiscal, budgetary programs, and other functions.
- Evidence of strong organizational and analytical skills; familiarity with systems-thinking.
- Demonstrated ability to analyze and interpret data and communicate this to a broad set of audiences.
- Demonstrated ability to lead effective change with an entrepreneurial spirit.
- Proven record of a commitment to equity, diversity, and inclusion initiatives, and experience with organizational EDI goals and efforts.
- Executive leadership in higher education administration, finance, budget management. Experience leading multiple dimensions of operations is a plus.
- Demonstrated effectiveness working with shared governance structures.
- Demonstrated knowledge of multiple budget models, in both public and private settings.
- Record of cultivating successful working relationships with governing boards.
- Experience working under collective bargaining agreements.
- Certified Public Accountant designation.
Commitment to Service Excellence:
- Works Collaboratively. Cultivates connections with others that contribute positively to the well-being of those involved. Works toward a common objective through the sharing of ideas and distribution of responsibilities across team members. Strong interpersonal skills including collaboration, professionalism and strong consultative skills conducive to building and maintaining positive relations with administrators, co-workers, staff, faculty, union representatives and other members of the campus community.
- Growth Mindset. Demonstrates consistent resiliency to promote positive change through adversity. Identifies potential change opportunities and actively seeks to adapt. Assesses and utilizes creative strategies to create individual, organizational, or societal change within a situational context.
- Initiative and Follow Through. Takes initiative to identify and assess needs to create measurable objectives, and builds relationships with people who will be able to help achieve those objectives. Demonstrated ability to meet deadlines, anticipate needs, prioritize multiple tasks, follow through, and work independently without supervision while handling frequent interruptions and rapidly shifting priorities. Skilled at keeping detailed records and following up on various issues. Skilled at streamlining processes to create efficiencies when necessary. Strong leadership skills including problem solving, analytical and project management.
- Demonstrated Service Excellence.
- Teamwork. Demonstrated ability to work effectively as a team player; coordinate several functions and determine the relative importance of each; ability to work with a high level of productivity and accuracy/attention to detail.
- Knowledge. Advanced computer skills and proficiency with a variety of computer applications including word-processing, spreadsheets, databases, online systems, social media platforms, internet as well as online calendaring and email. Demonstrated office operations or project management experience.
- Accountability. Demonstrated ability to interpret and consistently apply a wide variety of complex policies and procedures where specific guidelines may not always exist. Ability to work with frequent changes in policies and procedures, under pressure of deadlines in a fast-paced environment. Ability to manage stressful situations with tact and diplomacy and to use sound judgement and discretion, particularly as it relates to handling sensitive and/or confidential information.
- Professionalism. Excellent organizational and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines. Proven ability to handle a broad range of sensitive interpersonal situations effectively with a very high level of diplomacy and compassion.
About the Institution:
Established in 1872, Southern Oregon University (SOU) is becoming the ‘University for the Future’, under the direction of President Dr. Richard J. Bailey, Jr., who inspires the community to strive for greatness – individually and collectively. SOU provides career-focused, comprehensive educational experiences to over 5,000 students with multiple degree path options through 46 undergraduate and 10 graduate-level academic programs in a dynamic range of fields while preparing them to live and lead in a multicultural, global society. Along with an emphasis on student success and intellectual growth, SOU is committed to diversity, equity inclusion, and sustainability. Theoretical and experiential learning programs provide quality, innovative experiences for learners. At SOU, students build strong community connections through internships, mentorships, field studies, capstone projects, volunteer opportunities, and civic engagement. To learn more: https://sou.edu/
Sitting on 175 acres, Southern Oregon University is committed to sustainable practices, environmental stewardship, and research that advances understanding of local, regional, and global environmental issues of which it has been nationally recognized. Recently, SOU was honored with the Best Case Study Award by the Association for the Advancement of Sustainability in Higher Education, was the first university in the nation to certify as a Bee Campus USA, and now boasts LEED Gold campus housing.
Over the past 3 years, SOU has strengthened its strategic approaches to enrollment management in alignment with the university’s vision and mission. Through a thoughtful, collaborative, shared governance process, SOU has developed innovative initiatives in the areas of student success and retention, financial aid, academic program planning, and recruitment and marketing.
In September of 2022, Southern Oregon University announced the single largest philanthropic gift in its history. A ten-year, $12 million+ commitment from Lithia Motors (NYSE: LAD) creates numerous opportunities “to propel the university forward by investing in people and programs to implement the university’s and the company’s shared vision of sustainability and diversity.” Lithia’s commitment follows several consecutive years of record-breaking philanthropic investment by university donors. Giving to the university has increased more than 750% during the last ten years.
SOU’s presence is experienced not only in Ashland but also in Medford, Oregon at the Higher Education Center where students pursue two-year, four-year, and graduate degrees. At both locations, the passions of students combine seamlessly with an outstanding education in a unique location making SOU a wonderful place to work, live, and learn.
- Sierra Magazine ranked SOU one of the top “Cool Schools” in the US
- The Princeton Review named SOU one of the most environmentally responsible colleges in the US and Canada
- SOU was awarded 5 out of 5 stars on the Campus Pride Index in 2023
- Outside Magazine named SOU one of the top 20 schools in the US where you can hit the books and the back country
- SOU participates in Second Nature’s Climate Commitment
- SOU is the nation’s first Bee Campus USA, and a designated Tree Campus by the Arbor Day Foundation
SOU Finance and Administration
Finance and Administration oversees a broad range of campus operations and works closely with the university President on policy and operational issues. The Finance and Administration portfolio includes oversight of the following SOU departments: Business Services, Budget and Planning, Contracts and Risk Management, Human Resources, Facilities Management and Planning, Campus Public Safety, Information Technology, and Sustainability. Collectively known as the “BAC” or Business Affairs Council, they manage all non-academic business operations for the university.
Confidential review of applications will begin immediately and continue until the position is filled; parties who apply by December 5, 2023 will be given first consideration. Please submit a PDF version of your CV and cover letter outlining your interest and suitability for this position. To apply online, go to https://theapplicantmanager.com/jobs?pos=su380
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Southern Oregon University is an equal employment opportunity employer and is strongly committed to achieving excellence through a diverse workforce. The University actively encourages applications of all qualified individuals.