Director of Finance

FINANCIAL ANL MGR 2 (000213)

UCPath Position ID: 40065620

Position Description History/Status

For Reference ONLY - PeopleAdmin JA Number:

1129267

Approved Date:

6/24/2026 3:12:49 PM

Date Last Edited:

6/24/2026 3:12:45 PM

Last Action Effective Date:

11/2/2023

Organization Details

Business Unit (Location):

LACMP

Organization Code:

5000O

Organization:

ADMINISTRATIVE VICE CHANCELLOR         

Division Code:

5901D

Division:

ADMINISTRATION                         

Department:

340700 - FACILITIES FINANCIAL OPERATIONS

Position Details

UCPath Position Number:

40065620

Position Description ID

166747

UC Payroll Title:

FINANCIAL ANL MGR 2 (000213)

Personnel Program

Management and Senior Professional (MSP)

Salary Grade:

Grade 27

Job Code FLSA:

Exempt

Union Code (Collective Bargaining Unit):

99: Non-Represented (PPSM)

Employee Relations Code:

A: Manager - Not Confidential

Employee Class (Appt Type):

2 - Staff: Career

Full-Time Equivalent (FTE)

1

SUPERVISION

UCPath Reports to Position Number:

40056879

Reports to Payroll Title:

FAC MGR 4

UCPath Department Head Position Number:

40056879

Department Head Payroll Title:

FAC MGR 4

GENERAL DIRECTION - Indicates that the incumbent receives guidance in terms of broad goals and overall objectives and is responsible for establishing the methods to attain them. Generally the incumbent is in charge of an area of work, and typically formulates policy for this area but does not necessarily have final authority for approving policy.

005891

ACCOUNTING SUPV 2 GF

1

007598

ACCOUNTING SUPV 2

1

005660

ACCOUNTING SUPV 1

1

004629

FINANCIAL SVC ANL 4 (tbd)

1

007708

FINANCIAL ANL 2

2

007379

CONTRACT ADM 2

1

004722

BLANK AST 3

2-3

POSITION SUMMARY

The Director of Finance is the Chief Financial Officer and primary advisor on financial matters to the Associate Vice Chancellor of Facilities Management. The Director supports the Associate Vice Chancellor and is the primary financial liaison with the Administrative Vice Chancellor's Office and the Academic Planning and Budget Office. The Director works in consultation with the Associate Vice Chancellors and Directors heading up each operating unit.

The Director of Finance has responsibility for two major functions, overseeing $234.5 million of expenditures with a staff of 9 full-time equivalent (FTE) employees. The annual fiscal responsibility of $234,468,000.00 breaks down to:

Facilities Management - $156,236,000.00

Energy Services - $77,072,000.00

AVC Office, Space and Other Funds - $1,160,000.00

Total Division FTE - 1,031

The two major functions of the Director of Finance include:

1. Chief Financial Officer

2. Financial and Accounting Management.

The Director of Finance has responsibility for planning, organizing, staffing, directing and controlling the 9 employees that provide accounting and finance services to the 1,031 employees of Facilities Management.

The Director conducts strategic planning, evaluation of services and implementation planning to ensure the most cost-effective delivery of support service to the Facilities Management operating units and the Assistant Vice Chancellor. The Director develops work protocols, monitoring and controlling systems and procedures in conjunction with the Directors of each operating unit within Facilities Management.

The Director of Finance manages, directs and controls key financial indicators (performance measurements and/or benchmarks) for the organization for the purpose of providing critical data to the Directors and the Assistant Vice Chancellor to ensure proactive, thoughtful and informed decision-making.

The Director of Finance is responsible for advising, assisting and consolidating information from the Directors on both short and long-term financial planning for the department. Serves as the FM strategic financial business leader by providing financial expertise to enable the successful implementation of the organization's service strategies and initiatives. Executes a business plan that is aligned with and supports the FM business strategy and focuses on the execution of financial and accounting activities and the delivery of desirable financial results. In collaboration with the Directors and the Assistant Vice Chancellor, the Director of Finance develops the annual budgeting and variance reporting process focusing resources and attention to the frontline managers responsible for financial activities.

The Director determines appropriate levels of his staff, in consultation with the Assistant Vice Chancellor, to meet changing and fluctuating work priorities and maintains a balance of permanent and casual staff as well as contracted services to meet immediate objectives in a cost effective manner while ensuring longer range goals are attained.  Develops recruitment strategies, selection, job training, evaluation, career development and employee incentive programs that ensure a highly professional, qualified and motivated workforce.  Directs supervisory and management development activities as well as management incentive programs.  Oversees all forms of the complaint processes such as corrective actions, sexual harassment issues, dismissals and other complaints that negatively impact the organization in a dysfunctional manner.  Financial management responsibilities include budget setting for each of Facilities Management's operating units, monitoring and controlling deviations, anticipating financial trends and initiating proactive responses.

The Finance department supports Facilities Management and works in consultation with the Associate Vice Chancellor and Directors heading up each operating unit to monitor finances, control deviations, anticipate financial trends and initiate proactive responses. The department’s input is integral in strategic planning, financial planning and analysis, risk management and budgeting for the Facilities Management division. Finance has responsibility for overseeing over $200 million of expenditures. The annual fiscal responsibility breaking down to: facilities management, energy services, AVC office (Facilities Administration), space and other funds with a division FTE of approximately 1,000. The department has responsibility for providing accounting and finance services to the employees of Facilities Management to include payroll services. In addition to departmental functions, the Finance department is the primary financial liaison with the Administrative Vice Chancellor’s office and the Academic Planning and Budget office.

CHIEF FINANCIAL OFFICER OF FACILITIES MANAGEMENT (1A) 

As Chief Financial Officer (CFO), the Director oversees the $232.9 million annual Facilities Management budgets. The Director works in consultation with the Associate Vice Chancellor and Directors heading up each operating unit. CFO responsibilities include:

1. Developing with the Associate Vice Chancellor of Facilities Management recharge and funding agreements that provide the resources necessary for each operating unit to adequately support UCLA's mission. Working with the Administrative Vice Chancellor's Office, Academic Planning and Budget and the operating units to develop recharge and funding models that fairly recharge users for services and reflect the State funding provided to the operating units. (E)

2. Directing the Financial Managers of the Facilities Management operating units in the development, submission and approval the annual operating budgets and recharge rate proposals. (E)

25%

CHIEF FINANCIAL OFFICER OF FACILITIES MANAGEMENT (1B)

3. Directing the Financial Managers in the development and reporting of monthly financial performance of each unit and any ad hoc financial reporting that may be required. Assuring that financial performance is reported in a timely basis and managers have adequate information to manage their units. (E)

4. Supporting the Strategic Planning program of the Assistant Vice Chancellor and Directors of the operating units and their financial staffs. (E)

5. Coordinating the augmentation requests developed for new programmatic initiatives being submitted to the Administrative Vice Chancellor, Executive Budget Committee and Chancellor. (E)

25%

CHIEF FINANCIAL OFFICER OF FACILITIES MANAGEMENT (1C)

6. Recruiting, hiring and developing financial personnel for Facilities Management, including recruitment, selection, hiring, appraising, developing, training and disciplining. (E)

7. Maintaining adequate managerial and financial controls throughout Facilities Management to assure sound management practices and compliance with all University and State policies and regulations. Directing the response to and compliance with all audits and financial control issues. (E)

8. Providing consultation to the Assistant Vice Chancellor and Directors on the impact changes or initiatives will have on the finance and operations of Facilities Management's operating units. (E)

25%

FINANCIAL AND ACCOUNTING MANAGEMENT (2A)

The Finance and Accounting Department reports directly to the Director and provides accounting, accounts payable, payroll, recharge and financial analysis and reporting for Facilities Management Operating and Energy Services units. There are two managers, one supervisor and one payroll analyst in the Finance and Accounting Department and their responsibilities include:

1. Directing the development of the Annual Budgets and Recharge Proposals for each operating unit. (E)

2. Directing the development and reporting of monthly financial performance of each operating unit and any ad hoc financial reporting that may be required. Assuring that financial performance is reported in a timely basis and managers have adequate information to manage their units. (E)

10%

FINANCIAL AND ACCOUNTING MANAGEMENT (2B)

3. Recruiting, hiring and developing financial personnel, including recruitment, selection, hiring, appraising, developing, training and disciplining. (E)

4. Maintaining adequate managerial and financial controls throughout Facilities Management to assure sound management practices and compliance with all University and State policies and regulations. Directing the response to and compliance with all audits and financial control issues. (E)

5. Analyzing monthly performance of the units relative to operating plans, fund expenditures and unit contribution. (E)

6. Preparing financial reports both monthly and ad hoc to report operating performance and financial position of the operating units. (E)

7. Payroll administration and support for biweekly and monthly processed payrolls. (E)

10%

FINANCIAL AND ACCOUNTING MANAGEMENT (2C)

8. Supervising and managing the accounts payable, fund accounting and financial management functions and personnel. (E)

9. Assuring adequate financial and managerial control are in place and are followed. Responding to all audits and audit issues. (E)

10. Recharging customers for services provided by the operating units. (E)

11. Manage the funding, accounting and reporting of the deferred maintenance, classroom refurbishment, campus-wide special project initiatives and DEEP Energy projects. (E)

12. Account, report and recover funding for emergency projects done as insurance reimbursable emergency repairs. (E)

13. Reconciling the accounts and properly balancing and closing accounts. (E)

14. Closing the accounts and financial reports for year-end financial periods. (E)

5%

•

Performs other duties as assigned.

•

Complies with all policies and standards.

•

Complies with the University of California, Los Angeles (UCLA) Principles of Community.

•

This position description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the organization.

QUALIFICATIONS

Master's Degree

MBA or Masters of Finance or Advanced degree in related area and / or equivalent experience / training

Required

8 years

Experience in financial management 

Required

10 years

Experience in management of staff, including represented employees.

Preferred

1. Demonstrated ability to oversee the management and coordination of all fiscal reporting activities for the organization including organizational revenue/expense and balance sheet reports, reports to funding agencies, development and monitoring of organizational and contract/grant budgets.

Required

2. Demonstrated ability to direct subordinate Financial Managers in the development, submission and approval the annual operating budgets and recharge rate proposals and in the development and reporting of monthly financial performance of each unit and any ad hoc financial reporting that may be requ

Required

3. Ability to work with Executive management and Audit components to ensure financial dealings are within the law and within university policy. Knowledge of laws, regulation and rules governing financial practices in a state and non-state funded environment.

Required

4. Ability to recognize and be responsive to the needs of clients, funding sources, and university and departmental goals.

Required

5. Ability to communicate best practices and maintain managerial and financial controls to assure sound management practices and compliance with all University and State policies and regulations. Ability to direct the response to and compliance with all audits and financial control issues.

Required

6. Ability to provide consultation to Executive management and directors on the impact changes or initiative have on the finance and operations of the operating units

Required

7. Ability to oversee the maintenance of the inventory of all fixed assets, including assets purchased with government funds assuring all are in accordance with federal and state regulations.

Required

8. Ability to develop a mission continuity plan for an organizational response to the impact of an emergency or interruption to normal operations for a continued minimum acceptable level of service during and in the immediate aftermath of such an event.

Required

11. Ability to manage several funds and tracking of work force numbers.

Required

12. Ability to incorporate trends and information system upgrades to enhance goal success and project completion.

Required

SPECIAL REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

Background Check: Continued employment is contingent upon the completion of a satisfactory background investigation.

Live Scan Background Check: A Live Scan background check must be completed prior to the start of employment.

Age Requirement: Candidate(s) must be 18 years or older to be eligible to be hired.

Conflict of Interest: The position is subject to the University Conflict of Interest Code required by the Political Reform Act of 1974. The candidate(s) selected will be required to complete financial statements for public record.

Limited time off during fiscal close.

Required

LOCATION AND PHYSICAL, ENVIRONMENTAL, MENTAL (PEM) REQUIREMENTS

Environment and Work Location Information

Environment Type:

Non-Clinical Setting

Location Setting:

Campus

Location:

Facilities Management Bldg, Ste 3102

•

General office equipment.

Standing/Walking

X

Sitting

X

X

Bending/Stooping

X

Squatting/Kneeling

X

Climbing

X

Lifting/Carrying/Push/Pull 0-25 lbs

X

X

Lifting/Carrying/Push/Pull 26-50 lbs

X

Lifting/Carrying/Push/Pull over 50 lbs

X

Physical requirements other

X

Chemicals, dust, gases, or fumes

X

Loud noise levels

X

Marked changes in humidity or temperature

X

Microwave/Radiation

X

Operating motor vehicles and/or equipment

X

Exposures other

X

Sustained attention and concentration

X

X

Complex problem solving/reasoning

X

X

Ability to organize & prioritize

X

X

Communication skills

X

X

Numerical skills

X

X

Mental demands other

X

Other Mental Requirements

If "Mental demands other" was selected above, please explain:

Normal financial field-related stress.

X

Classification 3:  Position in which exposure to blood, body fluids or tissues is not part of the position description. The normal routine task involves no exposure to blood, body fluids or tissues and the employee can decline to perform tasks which involve a perceived risk without retribution.