Business and Financial Services Coordinator


Position Title

Business and Financial Services Coordinator


Financial Affairs- Budget Office


Full Time/Exempt

Position Summary

This position is responsible for supporting the success of Jacksonville University by providing strategic business support to the University’s stakeholders to include, but not limited to, coordinating the annual financial planning process, administering institutional budgets, financial planning and analysis, forecasting, and providing business and financial advice to various departments and leadership team members. In addition, this position is responsible developing and maintaining positive relationships with stakeholders, reporting, compliance, and project coordination. The position reports directly to the Associate Vice President of Financial Management and Controller and serves as an integral member of the financial management team. This is an excellent opportunity for an experienced business professional to play a strategic role in the future of Jacksonville University.

Essential Job Duties

  • Coordinates the annual financial planning process to include, but not limited to, providing support to financial committees, developing reports and budget models, forecasting revenue and expenditures, analyzing and presenting data, and monitoring internal and external factors with the potential to impact the institution’s finances.
  • Partners with University departments to develop micro (departmental) level financial plans and budgets to include, but not limited to, presenting data and trends to leadership team members, identifying opportunities to improve efficiencies, and partnering with staff members to understand the financial resources required to implement various goals, initiatives, and priorities.
  • Administers all University budgets to include, but not limited to, monitoring and forecasting revenue and expenditures, ensuring compliance with internal and external policies, analyzing data, reviewing budget transfer requests, reporting, and meeting with leadership team members to discuss budgets.
  • Develops short and long-term revenue and expenditure forecasts in partnership with various departments and colleagues. Works with the financial analyst to develop projections and forecasts pertaining to revenues and expenditures.
  • Participates with the Associate Vice President in institutional planning, policy development, and problem resolution.
  • Coordinates the University’s efforts in financial planning and budget administration to ensure financial sustainability as well as the long-term success of the University and its stakeholders.
  • Develops and distributes budget reports and narratives on a monthly basis and as requested by members of the University’s leadership team.
  • Provides recommendations pertaining to the strategic allocation of institutional resources to include, but not limited to, ensuring alignment with the University’s priorities and strategic plan, identifying opportunities to fund various strategic priorities, and projecting the resources required to fund short and long-term priorities.
  • Assists the Controller’s Office in developing monthly financial statements and narratives, closing each month and fiscal year, and in the annual audit process.
  • Performs the administrative tasks associated with University budget administration to include, but not limited to, uploading budgets, providing appropriate access to budgets, maintaining records, reviewing and processing transfer requests, and reporting.
  • Partners with the Controller’s Office, University Advancement, and the Office of Research and Sponsored Programs to monitor donor restricted accounts and budgets inclusive of grant and/or donor restricted funds to ensure compliance and proper utilization. Assists University Advancement and the Controller’s Office in calculating, transferring, and allocating endowment expenditure allocations.
  • Ensures the University is operating efficiently and effectively by consistently examining and improving processes. Recommends changes to processes that will lead to operational excellence as well as contribute to the University’s ability to meet strategic goals.
  • Administers the University’s position control system to include, but not limited to, reviewing position requests and action forms for budgetary compliance, ensuring proper account coding is included on each form, and summarizing requests to the Associate Vice President.
  • Assists in coordinating the University’s auxiliary services program, including, but not limited to, developing and maintaining relationships with vendors, program efficiency improvement, revenue forecasting, and compliance with agreements.
  • Provides administrative and project support to the Associate Vice President.
  • Performs other duties as assigned.

Work Conditions

  • Work is primarily indoors, but requires the incumbent to be in an outdoor environment when traveling between campus buildings or being off-campus
  • Standard office hours are 8:30 a.m. to 5:00 p.m.
  • Overtime hours may occasionally be necessary to meet project deadlines
  • Incumbent will be exposed to frequent noise caused by telephones, operating functions, and office machine
  • Travel may be required

Physical Requirements

  • Must be able to lift and carry equipment and supplies weighing up to 40 pounds
  • Must be able to bend, stoop, and reach
  • Manual dexterity to efficiently operate a computer keyboard and other business machines
  • Near vision sufficient to read written communications and computer display screens
  • Adequate hearing to communicate effectively in person and by phone

Prerequisites Required for Position

Minimum Education Requirement

  • Bachelor’s in Accounting, Finance, Business or other relevant field

Minimum Work Experience

  • Two years of professional business experience consisting of customer service, reporting, accounting, bookkeeping, finance, budgeting, and business operations.

  • Familiar with standard concepts, practices and procedures within the field of finance, budget planning, forecasting, and accounting. Demonstrated collaborative and teamwork abilities with ability to communicate to diverse audiences.

  • Advanced Microsoft Excel skills.

Preferred Qualifications

  • Experience administering complex budgets, forecasting experience, business management experience, strategic planning experience, project management experience, experience utilizing Colleague or similar ERP system, and experience partnering with stakeholders to meet strategic goals and achieve success.

  • Previous professional experience managing budgets for a non-profit and/or higher education organization.

  • Superior written, oral and interpersonal communication skills with a strong dedication to customer service.

  • Demonstrated proactive problem-solving skills and ability to work under stress and time pressure.

  • Knowledge of Generally Accepted Accounting Principles.

  • Strong organizational, time management, and communications skills.

  • Ability to set priorities, make timely decisions, and meet deadlines while working on multiple projects.

  • Ability to verify transactions are allowable, allocable, and compliant with University, Federal, State, and Private organization guidelines. This requires strong analytical and problem solving skills, attention to detail, and ability to exercise discretion and judgment.

  • Possess high standards of ethics, accuracy, and precision.

  • Ability to think creatively, highly-driven, and self-motivated.

Important Note

This is not an exhaustive list of all responsibilities, duties and/or skills required for this position. The University reserves the right to amend and change responsibilities to meet organizational needs.

To Apply

Interested applicants should send materials to Matt Swanson at