Finance and Business

Employees are responsible for all aspects of the university’s financial operations, including the collection, disbursement, accounting, reporting, planning and investing of funds for university-wide functions.

Accounting

Employees in this subfamily are responsible for accounting functions such as preparation, monitoring and reconciliation of financial information to reflect the condition of the organization's accounts. Duties include compiling and reconciling financial transactions, preparing appropriate financial statements and reports relating to an assigned area of responsibility; reconciling records for audits; and developing, implementing and monitoring accounting systems, policies and procedures. This subfamily includes student accounts (overseeing tuition and fees, bill payment and tax credits), and accounts payable.

			N/A - (E4)
			N/A - (E3)
			N/A - (E2)
N/A - (IC5)			N/A - (E1)
N/A - (IC4)			Director, Accounting (M4)
Accountant III (IC3)			Accounting Manager III (M3)
Accountant II (IC2)			Accounting Manager II (M2)
Accountant I (IC1)			Accounting Manager I (M1)
	Finance/Accounting Specialist (SS3)
	Finance/Accounting Assistant (SS2)
	N/A - (SS1)

All Functions

Employees in this subfamily are responsible for all aspects of the university’s financial and business operations, including the budgeting, collection, disbursement, accounting, reporting, planning and investing of funds for university-wide functions. Employees are also responsible for physical and information resources, to include oversight of IT, Facilities and Operations, Safety and Security, Human Resources and Compliance.

			Executive Vice President, CFO & Treasurer (E4)
			N/A - (E3)
			N/A - (E2)
N/A - (IC5)			N/A - (E1)
N/A - (IC4)			N/A - (M4)
N/A - (IC3)			N/A - (M3)
N/A - (IC2)			N/A - (M2)
N/A - (IC1)			N/A - (M1)
	N/A - (SS3)
	N/A - (SS2)
	N/A - (SS1)

Asset Management

Responsible for managing IT’s security and risk management, IT service management and customer experience, IT strategy and resource planning, IT inventory and fixed asset management, and its mission to enrich the university’s academic and administrative experience.

			N/A- (E4)
			N/A - (E3)
			N/A - (E2)
N/A - (IC5)			N/A - (E1)
N/A - (IC4)			N/A - (M4)
N/A - (IC3)			N/A - (M3)
N/A - (IC2)			Manager, Asset Management (M2)
N/A - (IC1)			Supervisor, Asset Management (M1)
	N/A - (SS3)
	Asset Management Assistant (SS2)
	N/A - (SS1)

Budget

Employees in this subfamily are responsible for providing for the preparation of budgetary reports, special projects and analyses as needed. Key responsibilities include reviewing expenditures to ensure conformance with budgetary provisions, compile data and prepare reports. Includes jobs responsible for developing, interpreting and implementing financial concepts for financial planning, resource planning (dollars), and control of organizational budget. Typical activities include monitoring annual budget performance, generating quarterly performance reports, and analyzing long-term funding strategies and financial plans.

			N/A - (E4)
			N/A - (E3)
			Top Budget Officer (E2)
Vice Provost for Budget and Finance (IC5)			N/A - (E1)
N/A - (IC4)			N/A - (M4)
Budget Analyst II (IC3)			Director, Budget (M3)
Budget Analyst I (IC2)			Manager, Budget (M2)
N/A - (IC1)			N/A - (M1)
	N/A - (SS3)
	N/A - (SS2)
	N/A - (SS1)

Business and Auxiliary Services

Employees in this subfamily are responsible for business and auxiliary functions at the university, which typically include housing, dining, mail, laundry, licensing, real estate, vending, and other services.

			N/A - (E4)
			N/A - (E3)
			Associate Vice President, Business Services (E2)
N/A - (IC5)			N/A - (E1)
Auxiliary Services Director (IC4)			N/A - (M4)
N/A - (IC3)			Director, Auxiliary Services (M3)
N/A - (IC2)			N/A - (M2)
Auxiliary Service Associate (IC1)			N/A - (M1)
	N/A - (SS3)
	N/A - (SS2)
	N/A - (SS1)

Central Financial Reporting

Employees in this subfamily are responsible for central financial analysis and reporting to internal constituencies and external agencies. Key responsibilities include interpreting financial data and providing reports in order to identify areas of potential improvement and recommend changes. Employees ensure that the university is in compliance with financial best practices and legal requirements.

			N/A - (E4)
			N/A - (E3)
			Controller (E2)
N/A - (IC5)			N/A - (E1)
N/A - (IC4)			Assistant Controller (M4)
Financial Analyst II - Central (IC3)			Director, Financial Reporting (M3)
Financial Analyst I - Central (IC2)			Manager, Financial Reporting (M2)
N/A - (IC1)			N/A - (M1)
	N/A - (SS3)
	N/A - (SS2)
	N/A - (SS1)

Customer Service

Employees in this subfamily are responsible for core service functions related to service delivery, including auxiliary services, call center or walk-in functions, and may include execution of associated program management activities. Duties include all aspects of delivering services to the GW population. Duties do not include IT help desk.

			N/A - (E4)
			N/A - (E3)
			N/A - (E2)
N/A - (IC5)			N/A - (E1)
N/A - (IC4)			N/A - (M4)
N/A - (IC3)			Director, Customer Service Program (M3)
Customer Service Associate III (IC2)			N/A - (M2)
N/A - (IC1)			Supervisor, Customer Service (M1)
	Customer Service Associate II (SS3)
	Customer Service Associate I (SS2)
	N/A - (SS1)

Division/School Financial Management

Employees in this subfamily are responsible for financial analysis, trending and forecasting for a department, division or school. Key responsibilities include ensuring that the university's finances are in order by engaging in benchmarking studies to establish areas of potential operational improvement, compiling key business metrics, and evaluating alternate financial plans. Data collected and analyzed may include revenue generation, expenses, cost efficiencies, and cash flow.

			N/A - (E4)
			N/A - (E3)
			Top Finance Director (E2)
N/A - (IC5)			N/A - (E1)
Finance Director I (IC4)			Finance Director III (M4)
Financial Analyst II - School / Division (IC3)			Finance Director II (M3)
N/A - (IC2)			Assistant Finance Director (M2)
Financial Analyst I - School / Division (IC1)			Department Fiscal Operations Manager (M1)
	N/A - (SS3)
	N/A - (SS2)
	N/A - (SS1)

Multiple Functions

Employees in this subfamily are responsible for (a) managing multiple functions or sub-families within the job family, typically reserved for senior leadership positions with oversight and responsibility for a large organization with a division or (b) providing advice and counsel to university leadership in a finance or business-related discipline.

			N/A - (E4)
			N/A - (E3)
			Associate Vice President, Financial Planning and Operations (E2)
N/A - (IC5)			N/A - (E1)
Senior Business Systems & Reporting Analyst (IC4)			Managing Director, Business Integration (M4)
N/A - (IC3)			N/A - (M3)
N/A - (IC2)			N/A - (M2)
N/A - (IC1)			N/A - (M1)
	N/A - (SS3)
	N/A - (SS2)
	N/A - (SS1)

Procurement Contracts

Employees in this subfamily are responsible for the management of procurement contracts, proposals and bids made with customers, vendors, and employees with the goal of maximizing financial and operational performance and minimizing risk. Duties include negotiating the terms and conditions of procurement contracts, ensuring compliance, documenting contracts and any changes, and advising on contract issues.

			N/A - (E4)
			N/A - (E3)
			N/A - (E2)
N/A - (IC5)			N/A - (E1)
N/A - (IC4)			N/A - (M4)
Procurement Contracts Analyst III (IC3)			N/A - (M3)
Procurement Contract Analyst II (IC2)			Manager, Procurement Contracts (M2)
N/A - (IC1)			N/A - (M1)
	Procurement Contracts Analyst I (SS3)
	N/A - (SS2)
	N/A - (SS1)

Procurement/Travel

Employees in this subfamily are responsible for the acquisition of goods and services including equipment acquisition and contracting for professional services, such as design, maintenance and construction services. Typical activities include developing purchasing policies and procedures, conducting competitive solicitations, negotiating purchase contracts, expediting of deliveries, and overseeing storage and distribution of goods and supplies. Duties may involve contract administration and monitoring vendor performance.

			N/A - (E4)
			N/A - (E3)
			Associate Vice President, Procurement (E2)
N/A - (IC5)			N/A - (E1)
N/A - (IC4)			Director, Procurement (M4)
Buyer III (IC3)			Assistant Director, Procurement (M3)
Buyer II (IC2)			Manager, Procurement (M2)
Buyer I (IC1)			N/A - (M1)
	Procurement / Travel Coordinator (SS3)
	N/A - (SS2)
	N/A - (SS1)

Project Management

Employees in this subfamily are responsible for providing business process analysis, financial analysis, and project management solutions and services. Duties may include mapping business processes, identifying recommendations for improvements, complex financial modeling and managing complex projects. This subfamily is not used for IT Project Managers.

			N/A - (E4)
			N/A - (E3)
			N/A - (E2)
N/A - (IC5)			Assistant Vice President, Project Management (E1)
N/A - (IC4)			N/A - (M4)
Project Manager II (IC3)			N/A - (M3)
Project Manager I (IC2)			Manager, Project Management (M2)
N/A - (IC1)			N/A - (M1)
	Project Coordinator (SS3)
	N/A - (SS2)
	N/A - (SS1)

Risk Management

Employees in this subfamily are responsible for identifying, assessing and prioritizing the risks associated with university projects and operations.

			N/A - (E4)
			N/A - (E3)
			N/A - (E2)
N/A - (IC5)			N/A - (E1)
N/A - (IC4)			Director, Risk Management (M4)
Risk / Claims Manager (IC3)			N/A - (M3)
N/A - (IC2)			N/A - (M2)
Risk Associate II (IC1)			N/A - (M1)
	Risk Associate I (SS3)
	N/A - (SS2)
	N/A - (SS1)

Student Account Services

Employees in this subfamily are responsible for delivering core functions related to student accounts and other relevant services. Duties include determining customer needs and directing to appropriate GW resource -- such as the financial aid office -- or resolving simple matters. Does not include IT help desk.

			N/A - (E4)
			N/A - (E3)
			N/A - (E2)
N/A - (IC5)			N/A - (E1)
N/A - (IC4)			N/A - (M4)
Student Account Associate III (IC3)			Director, Student Accounts (M3)
N/A - (IC2)			Manager, Student Accounts (M2)
Student Account Associate II (IC1)			Supervisor, Student Accounts (M1)
	Student Account Associate I (SS3)
	N/A - (SS2)
	N/A - (SS1)

Tax

Employees in this subfamily are responsible for the preparation and review of tax records to be filed by the university with appropriate taxing authorities, including for-profit subsidiaries. Typical activities include records maintenance to support all tax returns as filed, coordination with other university offices for purposes of interpreting tax regulations, and developing policies and procedures to ensure compliance with all laws, statutes and regulations.

			N/A - (E4)
			N/A - (E3)
			N/A - (E2)
N/A - (IC5)			N/A - (E1)
N/A - (IC4)			N/A - (M4)
Tax Accountant III (IC3)			Director, Tax (M3)
Tax Accountant II (IC2)			N/A - (M2)
Tax Accountant I (IC1)			N/A - (M1)
	N/A - (SS3)
	N/A - (SS2)
	N/A - (SS1)

Treasury Management

Employees in this subfamily are responsible for the university's treasury services, including cash management, managing banking relationship and debt/asset management. They are also responsible for managing the operational aspects related to the university's endowment.

			N/A - (E4)
			Vice President Finance & Treasurer (E3)
			N/A - (E2)
N/A - (IC5)			Assistant Vice President, Treasury and Risk (E1)
Director, Endowment Operations (IC4)			N/A - (M4)
Treasury Manager (IC3)			N/A - (M3)
Treasury Associate (IC2)			N/A - (M2)
N/A - (IC1)			N/A - (M1)
	N/A - (SS3)
	N/A - (SS2)
	N/A - (SS1)