The Office of University Controller manages the university’s system of record – the Financial System – and its interfaces with purchasing, accounts payable, travel expense, human capital management, financial reporting and other subsystems. The office works closely with the campus controllers, the state controller and the state auditor’s office to ensure that fiscal practices comply with external/internal rules and regulations and generally accepted accounting principles; prepares the university's tax filings; manages payroll/benefit accounting functions; and oversees the certification of effort reporting on sponsored research. The office communicates fiscal policies and procedures to the university community through blogs, website and training programs, and provides one-on-one assistance through the Finance and Procurement Help Desk. The OUC also administers a continuing professional education program and the CU Innovation and Efficiency Awards employee recognition program.
The Finance & Procurement (FinPro) Help Desk Training Consultant provides training in the areas of finance, financial reporting, purchasing, payables, and travel on behalf of two offices in University of Colorado (CU) System Administration: the Office of University Controller, and the Procurement Service Center.
This position serves as a University-wide 1:1 training consultant in the areas of finance, financial reporting, fiscal roles, departmental purchasing, payables, and travel. Often, questions presented are complex in nature, melding policy, system use, and sensitive/ethical expense issues. Incorrect information provided may have financial and cost implications for the University. The person in this position directs departments in the use of multiple fiscal systems (e.g. PeopleSoft Finance, CU-Data, Concur Travel & Expense, and CU Marketplace) and assists in the design and testing of system implementations/upgrades. This position further serves as a key resource in analyzing and interpreting fiscal policies and their impacts (intended and otherwise) on users.
The FinPro Help Desk Training Consultant position reports to the Manager of the FinPro Help Desk in the Office of University Controller, unit of Finance & Procurement Business Services (FPBS). FPBS trains/supports employees who have fiscal roles and responsibilities through a variety of activities, including website design, communications, online/in-person training, professional development, technical/procedural documentation, policy development, and help desk training services. In addition, FPBS develops CU informational items for use by non-employees and other higher education constituents.
This position is exempt from the State of Colorado Classified System.
What you will need:
To thrive in this position, the individual must be a hands-on training and customer experience professional who needs minimal supervision. This individual has the ability to rapidly learn and retain technical systems and procedures. The individual must be a creative and self-motivating problem-solver, able to diagnose problems, and willing to figure out solutions. He or she must be adept at managing multiple competing projects/priorities and must perform well as a collaborative member in a tightly knit team. In addition, he or she must be an attentive and empathetic listener, dedicated to providing outstanding customer service on every contact.
Duties and Responsibilities:
Duties and Responsibilities include, but are not limited to:
Provide 1:1 training and direction to employees and other customers in the use of multiple fiscal systems, including the Finance System, CU-Data (m-Fin reports in the Cognos Financial Reporting System), Concur Travel & Expense System, and CU Marketplace e-procurement system. Training is provided via telecommunication (phone, email, chat, shadowing software), as well as via in-person sessions (open labs and workplace on-site teaching).
Conduct testing and analysis on enterprise systems and software as a service to identify challenges and recommend solutions.
Interpret and advise on fiscal policies, procedures, and forms related to the above systems and associated business processes. Guidance often involves fiscal compliance/sensitive expense issues.
Train on the use of the Office of Policy/Efficiency, Office of University Controller, and Procurement Service Center website resources to assure individuals with fiscal roles and responsibilities are able to identify and interpret policy, procedure, and technical guidance.
Collaborate with business process and system owners in researching issues identified through employee questions and recommend policy or system changes and redesigns based on observation and experience.
Serve as a subject matter expert (to Office of Policy/Efficiency, Office of University Controller, and Procurement Service Center) on user challenges and practical applications of fiscal policy, in order to create synergy in University-wide communication and training initiatives.
On a rotating basis, perform lead role in recruiting, hiring, and training FinProHelp Training Consultants and student assistants, including assigning/managing projects of appropriate complexity for new staff and student employees.
Track user experience using the Cherwell incident management tool in order to identify user concerns and policy/system impacts and create strong training programs.
Create content for the FinProHelp Knowledgebase, including identifying topics (policy, procedural, and technical) and developing authoritative guidance on those topics. This is in support of Knowledge Centered Service, a sophisticated best-practices business model endorsed internationally.
Review and assess performance of Cherwell as used by FinPro Help Desk Training Consultants, including collaborating with the FinProHelp Manager to achieve enhancements and efficiencies in data entry, research, and other procedures.
Track and manage projects, tasks, research, and communications using Trello, Slack, and related tools.
Knowledge, Skills, and Abilities:
To be successful in this position, candidates will need the following:
Excellent verbal, written, and interpersonal communication skills, along with excellent listening and comprehension skills.
Advanced organization and teamwork skills with ability to manage multiple concurrent projects and accept changing priorities – all while maintaining personal effectiveness and strong customer service.
Ability to work independently, with minimal supervision, in a highly dynamic, flexible, high-volume, fast-paced, and collaborative environment.
Ability to learn technical and procedural information quickly and to retain it well.
Skill in problem-diagnosis and problem solving.
Ability to analyze the business process of customer contact handling and to make assessments for contact handling improvements.
Who we are:System Administration, which also houses the Office of the President, is located in the uptown neighborhood of Denver with an office in Broomfield and a few smaller offices located on the campuses. However, this position is located in Denver. Many of our departments support the educational and research missions of the four University of Colorado campuses. We provide diverse opportunities for professional development, innovation, and collaboration with talented staff and faculty.
What we offer:
Salary:The salary range for this has been established at $54,100 - $56,700
Benefits:The University of Colorado offers an excellent benefits package including:
Medical:Multiple plan options
Dental:Multiple plan options
Additional Insurance:Disability, Life, Vision and Wellness
Retirement 401(a) Plan:Employer contributes 10% of your gross pay
Paid Time Off:Accruals over the year
o Vacation Days: 22
o Sick Days: 15
o Holiday Days: 10
Tuition Benefit:System employees have the benefit on all campuses
ECO Pass:RTD Bus and light rail service
Additional Perks & Programs:Click hereto access a few more perks and programs
Click here to access our Total Compensation Calculator to see what your total rewards could be at CU. This position is a University Staff position.
For more information on benefits programs, including eligibility, is available at www.cu.edu/employee-services/.
Bachelor’s degree from an accredited institution of higher education or equivalent professional experience. (The educational requirement may be substituted by professional experience on a year for year basis).
Two (2) years of experience with training (e.g., responsibility for training co-workers to understand and perform work tasks), and/or customer service (e.g., staffing a help desk/customer service desk).
Experience with enterprise systems or software as a service (SAAS), especially in the areas of finance, reporting, purchasing, accounts payable, travel, payroll, or student services.
Experience in adult education theories and techniques and in training adult learners on conceptual or technical tasks.
Experience in Knowledge Centered Service.
Experience with an incident management tool.
Experience with project management and collaborative tool, such as Trello and Slack
Job: *Finance and Accounting
Organization: *S0001 -- System Administration
Title: FinPro Help Desk Training Consultant
Requisition ID: 15591