Finance & Budget Director

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=Delineated Duties=
[http://hours.asuw.org/index.php?user=asuwfb Office Hours]
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==Introduction==
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Welcome to the positions of Finance & Budget Director of the [[ASUW]].  You have been selected from a pool of highly qualified
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[[Image:2008 Holly Jones.jpg|thumb|200px|]] applicants as the best candidate for performing the duties and upholding the responsibilities of this position.  Herein, you will find a great deal of information dealing with the position and its responsibilities.  I encourage you to read this wiki page in its entirety and refer back to it frequently as you progress throughout the year.  My hope is that it will be a valuable reference and tool for you, helping to guide you through the year.
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To view Holly's Blog go to here:
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http://fiscallyresponsibleadventures.blogspot.com/
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==Job Description==
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*Serve as an ex-officio member of the Board of Directors without vote.
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*Chair the ASUW Finance and Budget committee.
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*Chair the ASUW Special Appropriations committee.
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*Complete a Finance and Budget quarterly report for the Fall and Winter Quarters, and submit it to the President by the second week of the following quarter.
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*Complete and initiate projects as directed by the President.
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*Attend all regularly scheduled Board of Directors meetings or special Board of Directors meetings unless officially excused by the President or Vice-President.
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*Maintain accountability for 25 office hours per week, including 20 scheduled office hours during which time the Budget Director’s activities and/or whereabouts are known to the front office staff; (meetings and appointments may be scheduled during this time); the remaining hours shall be utilized to complete projects, schedule meetings and appointments, or otherwise facilitate the work of the ASUW. A schedule of these hours shall be submitted to the Personnel Director by the first week of each quarter.
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*Keep the ASUW President and BOD informed of ASUW Budget status through regular reports.
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*Monitor ASUW Commission/Program budgets, identify potential problems and recommend review and action.
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*Responsible for reviewing all budget requests submitted to the ASUW.
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*Maintain record of expenditures, fund balances, and ensuring ASUW funds are spent according to appropriate ASUW, University, and State guidelines.
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*In conjunction with the Finance and Budget Committee, establish guidelines and timelines for annual budgeting process to be approved by the ASUW Board Directors.
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*Review program/event funding evaluations submitted by groups funded by the Special Appropriations Committee and provide reports to the Finance & Budget Committee and the Board of Directors as needed.
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*Meet weekly with the Student Activities Office advisor.
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*Oversee the ASUW annual budgeting process.
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*Advise the ASUW BOD on all financial matters, including spending priorities, budget process, and financial status.
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*Meet with ASUW Programs and Net-Zeros to ensure proper execution and implementation of provisions provided in the ASUW corporate budget.
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*Keep a permanent record of event and program reviews as delineated in the by-laws.
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*Attend all ASUW training sessions including, but not limited to, ASUW fall orientation.
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<center>'''ASSOCIATED STUDENTS OF THE UNIVERSITY OF WASHINGTON  
 
<center>'''ASSOCIATED STUDENTS OF THE UNIVERSITY OF WASHINGTON  
 
<br>BYLAWS OF THE BOARD OF DIRECTORS'''
 
<br>BYLAWS OF THE BOARD OF DIRECTORS'''
'''<br>ARTICLE I, SECTION III'''</center>
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'''<br>ARTICLE I, SECTION 4'''</center>
 
<br>
 
<br>
  
 
The Finance and Budget Director shall:  
 
The Finance and Budget Director shall:  
  
A. Serve as an ex-officio member of the Board of Directors without vote, and shall be hired by the current BOD through the Personnel hiring process. This person shall take office with the incoming BOD but shall be responsible for learning the position over Spring Quarter;  
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:A. Serve as an ex-officio member of the Board of Directors without vote, and shall be hired by the current Board of Directors through the Personnel hiring process. This individual shall take office with the incoming Board of Directors but shall be responsible for learning the position over Spring Quarter;
  
B. Serve as Chair of the Finance and Budget Committee, which shall include the following responsibilities:
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:B. Act as the Chief Financial Officer of the Association;
  
:1. Set up an agenda for the weekly Finance and Budget Committee meeting;
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:C. Serve as Chair of the Finance and Budget Committee, which shall include the following responsibilities:
  
:2. Make appointments to discuss budget matters with student groups;  
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::1. Set up an agenda for the weekly Finance and Budge Committee meeting;
  
:3. Prepare a report of the weekly Finance and Budget Committee meetings to be submitted to the Board of Directors at its next meeting;  
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::2. Make appointments to discuss budget matters with student groups;
  
:4. Monitor budget appropriations and expenditures;  
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::3. Prepare a report of the weekly Finance and Budget Committee meetings to be submitted to the Board of Directors at its next meeting;
  
:5. Present a financial report of the previous quarter to the Board of Directors at or before the second regularly scheduled meeting of each academic quarter; and  
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::4. Monitor budget appropriations and expenditures; and
  
:6. Recommend to the Vice President the removal of any Finance and Budget Committee member who has accumulated more than two unexcused absences;
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::5. Present a financial report of the previous quarter to the Board of Directors at or before the second regularly scheduled meeting of each academic quarter.
  
C. Serve as a member of the Services and Activities Fee Committee;  
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:D. Serve as a member of the Services and Activities Fee Committee and appoint volunteers to serve as ASUW representatives on the Committee by using the Open Selection Process;
  
D. Complete a quarterly report for the Fall and Winter quarters, and submit it to the President by the second week of the following quarter;  
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:E. Report directly to the President;
  
E. Post the budget of the ASUW on the ASUW's web page;  
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:F. Serve as the Chair of the Special Appropriations Committee;
  
F. Publish a budget summary in The Daily at the beginning of each quarter;  
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:G. Post the budget of the ASUW on the ASUW’s web page;
  
G. Complete initiated projects as directed by the President;  
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:H. Post the budget summary in The Daily at the beginning of each quarter;
  
H. Initiate projects as necessary;  
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:I. Complete initiated projects as directed by the President;
  
I. Shall meet with the ASUW President at the beginning of each quarter to establish the responsibilities and allocation of their Administrative Assistant for that respective quarter. This shall be submitted for approval to the Personnel Director no later than the second week of each quarter;  
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:J. Meet with the ASUW President at the beginning of each quarter to establish the responsibilities and allocation of their Administrative Assistant for that respective quarter. This shall be submitted for approval to the Personnel Director by no later than the second week of each quarter;
  
J. Attend all regularly scheduled Board of Directors meetings or special Board of Directors meetings unless officially excused by the President or Vice President; and
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:K. Attend all regularly-scheduled Board of Directors meetings or special Board of Directors meetings unless officially excused by the President or Vice President;
  
K. Maintain accountability for twenty-five office hours per week, including twenty scheduled office hours during which time the Finance and Budget Director’s activities and/or whereabouts are known to the front office staff; (meetings and appointments may be scheduled during this time). The remaining five hours shall be utilized to complete projects, schedule meetings and appointments, or otherwise facilitate the work of the ASUW. A schedule of these hours shall be submitted to the Personnel Director by the first week of each quarter.
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:L. Maintain accountability for twenty-five office hours per week, including twenty scheduled office hours during which time the Finance and Budget Director’s activities and/or whereabouts are known to the front office staff. Meetings and appointments may be scheduled during this time. The remaining five hours shall be utilized to complete projects, schedule meetings and appointments, or otherwise facilitate the word of each quarter;
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:M. Supervise financial and internal operations of the ASUW in cooperation with the Vice President;
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:N. Advise the ASUW Board of Directors on all financial matters, including spending priorities, budget process, and financial status;
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:O. Meet with the Programs and Enterprises to ensure proper execution and implementation of provisions provided in the ASUW corporate budget; and
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:P. Work with the Director of Service and Partnerships to monitor the Husky Pride Fund.
  
 
=Current and Past Finance & Budget Directors=
 
=Current and Past Finance & Budget Directors=
*[[Holly Jones, ASUW Finance & Budget Director 2008-2009]]
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*[[Emma van Inwegen]], Finance & Budge Director (FY 2014)
*[[Jonathan Evans, ASUW Finance & Budget Director 2006-2008]]
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*[[Riley Lee-Card]], Finance & Budget Director (FY 2013)
*[[David Morgan, ASUW Finance & Budget Director 2004-2006]]
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*[[Joseph Salama]], Finance & Budget Director (FY 2012)
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*[[Neil Rotta]], Finance & Budget Director (FY 2011)
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*[[Conor McLean]], Finance & Budget Director (FY 2010)
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*[[Holly Jones]], Finance & Budget Director (FY 2009)
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*[[Jonathan Evans]], Finance & Budget Director (FY 2007, FY 2008)
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*[[David Morgan]], Finance & Budget Director (FY 2005, FY 2006)
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*[[Derek Huoth]], Finance & Budget Director (FY 2004)
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*[[Nicholas W. Hamilton]], Finance & Budget Director (FY 2003)
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*[[Weldon MacDougall]], Finance & Budget Director (FY 1998)
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*[[Christopher K. Carlberg]], Finance & Budget Director (FY 1997)
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=Past Vice Presidents for Finance and Budget=
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*[[Katherine B. Moir]], Vice President for Finance and Budget (FY 1995)
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*[[Chris Putnam]], Vice President for Finance and Budget (FY 1993, FY 1994)
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*[[Kenneth Olson]], Vice President for Finance and Budget (FY 1992)
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*[[Victor L. Hou]], Vice President for Finance and Budget (FY 1991)
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*[[Heidi Wills]], Vice President for Finance and Budget (FY 1990)
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*[[Bruce Miller]], Vice President for Finance and Budget (FY 1989)
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*[[Chen H. Wen]], Vice President for Finance and Budget (FY 1988)
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*[[Carla Birdwell]], Vice President for Finance and Budget (FY 1987)
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*[[Teresita Gonzalez]], Vice President for Finance and Budget (FY 1984)

Latest revision as of 17:24, 8 April 2014

[edit] Delineated Duties

ASSOCIATED STUDENTS OF THE UNIVERSITY OF WASHINGTON


BYLAWS OF THE BOARD OF DIRECTORS


ARTICLE I, SECTION 4


The Finance and Budget Director shall:

A. Serve as an ex-officio member of the Board of Directors without vote, and shall be hired by the current Board of Directors through the Personnel hiring process. This individual shall take office with the incoming Board of Directors but shall be responsible for learning the position over Spring Quarter;
B. Act as the Chief Financial Officer of the Association;
C. Serve as Chair of the Finance and Budget Committee, which shall include the following responsibilities:
1. Set up an agenda for the weekly Finance and Budge Committee meeting;
2. Make appointments to discuss budget matters with student groups;
3. Prepare a report of the weekly Finance and Budget Committee meetings to be submitted to the Board of Directors at its next meeting;
4. Monitor budget appropriations and expenditures; and
5. Present a financial report of the previous quarter to the Board of Directors at or before the second regularly scheduled meeting of each academic quarter.
D. Serve as a member of the Services and Activities Fee Committee and appoint volunteers to serve as ASUW representatives on the Committee by using the Open Selection Process;
E. Report directly to the President;
F. Serve as the Chair of the Special Appropriations Committee;
G. Post the budget of the ASUW on the ASUW’s web page;
H. Post the budget summary in The Daily at the beginning of each quarter;
I. Complete initiated projects as directed by the President;
J. Meet with the ASUW President at the beginning of each quarter to establish the responsibilities and allocation of their Administrative Assistant for that respective quarter. This shall be submitted for approval to the Personnel Director by no later than the second week of each quarter;
K. Attend all regularly-scheduled Board of Directors meetings or special Board of Directors meetings unless officially excused by the President or Vice President;
L. Maintain accountability for twenty-five office hours per week, including twenty scheduled office hours during which time the Finance and Budget Director’s activities and/or whereabouts are known to the front office staff. Meetings and appointments may be scheduled during this time. The remaining five hours shall be utilized to complete projects, schedule meetings and appointments, or otherwise facilitate the word of each quarter;
M. Supervise financial and internal operations of the ASUW in cooperation with the Vice President;
N. Advise the ASUW Board of Directors on all financial matters, including spending priorities, budget process, and financial status;
O. Meet with the Programs and Enterprises to ensure proper execution and implementation of provisions provided in the ASUW corporate budget; and
P. Work with the Director of Service and Partnerships to monitor the Husky Pride Fund.

[edit] Current and Past Finance & Budget Directors

[edit] Past Vice Presidents for Finance and Budget

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