Customer and Financial Services Manager

Job Summary

Under the general direction of the Executive Director of Customer and Business Services (CBS), the incumbent will serve as a resource for FMD management and leadership in administering and oversight of a comprehensive budget development program, financial policies, reporting, and training, and fiscal leadership. The incumbent will serve as the organization’s primary resource to support FMD in all aspects of customer service and work control requests. This position will interface closely with campus Budget and Finance, Strategic Business Services, and campus customers to assure consistent application of CSU/University policies, procedures, practices, and compliance with collective bargaining agreements.

Department Summary

Facilities Management and Development (FMD), a unit within the Administration and Finance Division (AFD), is responsible for the planning, design, construction, operations, maintenance, and repair of university facilities, grounds, and infrastructure. FMD consists of four critical and interdependent support departments, including Customer & Business Services; Energy, Utilities, & Sustainability; Facilities Planning & Capital Projects; and Facilities Operations. In support of the Cal Poly mission, the Facilities Management & Development department is committed to sustainability, responsible stewardship of natural resources, and promoting an inclusive culture that values individual and organizational integrity, civility, equity, and diversity.

Key Qualifications

• Assist with FMD budget development for all departments and funds within FMD.

• Create and distribute monthly financial reports and review with FMD management.

• Review, analyze, approve, and forecast various departmental expenses for the current and upcoming fiscal years.

• Manage a team of Customer Support staff to help support the campus’s facility needs. This includes but is not limited to department-wide work intake, lost and found, coordination of purchasing and travel needs, notifications, timekeeping, telephone coordination, assisting with invoice processing support, and FMD website management.

• Primary point of contact for campus business partners and entities on sensitive, confidential, and/or urgent FMD requests; facilitate communication and resolution of concerns.

Education and Experience

Bachelor’s Degree from a four-year accredited college or university AND five (5) years of progressively responsible experience in financial management, with direct responsibility for budget and financial oversight, including two (2) years progressively responsible experience in customer service. Additional qualifying experience may be substituted for the required education on a year-for-year basis.

Salary and Benefits

The anticipated hiring range for this role is $95,000 - $115,000 per year. Note that the offer is calculated based on the background and relevant years of experience of the individual selected.

Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our benefits website for additional information.

Cal Poly

Cal Poly is a nationally-ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top-tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly’s hands-on philosophy, small class sizes and close student-faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit calpoly.edu .

Diversity Statement

At Cal Poly, we believe that cultivating an environment that embraces and promotes diversity is fundamental to the success of our students, our employees and our community. Bringing people together from different backgrounds, experiences and value systems fosters the innovative and creative thinking that exemplifies Cal Poly's values of free inquiry, cultural and intellectual diversity, mutual respect, civic engagement, and social and environmental responsibility.

Cal Poly's commitment to diversity informs our efforts in recruitment, hiring and retention. Cal Poly is an equal opportunity employer.

Supplemental Information

Following a conditional offer of employment, a background check (including a criminal records check) must be completed satisfactorily before any candidate may start work with Cal Poly. Failure to satisfactorily complete the background check may result in the withdrawal of the offer of employment. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive.

The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

This position may be "Designated" under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter.

Cal Poly, San Luis Obispo is not a sponsoring agency for staff positions (i.e. H-1B visas).

Advertised: Sep 12 2024 Pacific Daylight Time
Applications close:

Closing Date/Time:

• 

• California Polytechnic State University

• 805-756-2236

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