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Reporting to the Director of TRIO Upward Bound, the Unit Finance Administration II is responsible for assisting with the administration, implementation and continuation of the U.S. Department of Education – funded TRIO Upward Bound #1, and TRIO Upward Bound #2 programs.  These programs are dedicated to preparing middle and high school students from the Jefferson County Public Schools district to pursue post-secondary education.  TRIO Upward Bound #1, and TRIO Upward Bound #2 programs serve students who meet income-eligibility, are potential first-generation college students, and/or considered academically at-risk, according to federal definitions. 

Position contingent upon continuation of federal funding.

Please note that any selected candidate's hire date may be effective no earlier than January 5, 2027.

Essential Duties and Responsibilities

• Assists the Director of TRIO Upward Bound with the design and implementation of the program budget.
• Oversee the unit’s financial and budgetary operations, provide professional advice and detailed financial projections to the /Director of TRIO Upward Bound, assist to increase the unit’s overall productivity, effectiveness, and return on dollars spent.  Participate in meetings on financial and administrative matters and develop financial reports for the Director of TRIO Upward Bound.  Handle sensitive and confidential information with discretion.
• Oversee and manage numerous budgets (federal, discretionary, and interdepartmental funds) by performing regular financial analysis of these accounts based on the management of expenditures.  Perform daily maintenance of all departmental grant and program accounts within Workday system and create analysis reports using spreadsheets for the purpose of monitoring the budgets and reconciling them with transactions represented by the financial system.  Handle money; maintain and secure petty cash on hand; make cash deposits.
• Coordinate budget revisions and reallocations as needed.
• Plan and prepare annual program budgets within the scope of the grants and in compliance with university policies and federal regulations.
• Monitor budget status to ensure compliance with federal and state regulations and budget solvency.
• Assists the Director of TRIO Upward /Bound with preparations for Annual Performance Reports.
• Oversee all workforce administration functions for the unit and assist Human Resources in various aspects to ensure departmental compliance with university guidelines in addition to state and federal regulations.  Maintain personnel files and financial records of a sensitive and/or confidential nature with discretion.  Work closely with the Office of Budget and Financial Planning, Central Financial Management & Services and Human Resources, to facilitate all adjustments required for operating expenses and personnel accounts in the Workday system.  Implement any necessary corrections and/ or changes.
• Coordinate financial activities with Business Operations, Sponsored Programs Administration, Procurement, Payroll, and other university offices.
• Enter all purchase requisitions and travel expense payments for the unit against the budget and various accounts and processes for payment.
• Oversee all payroll and procurement card functions; establish and monitor internal controls. Administer policies and procedures to ensure operational and administrative objectives are met.  Monitor payroll expenditures, salary adjustments and all other compensation related activities to ensure accuracy and compliance with university, state, federal policies and guidelines.
• Prepare pre- and post-award documents related to grant proposals and budget submission for federal, state, and corporate or industry grants, contracts, and memorandums.
• Coordinate travel for individuals and large groups.  Direct or assist with event planning and logistics.
• Coordinate information technology equipment acquisitions, asset management, mid-level support, and training for information technology resources and assets such as notebook computers, computer workstations, printers, peripherals, operating systems and software applications.  Assist with planning, troubleshooting, and problem resolution for desktop and LAN technology, including voice, data, and video.
• Maintain financial records and policies in preparation for internal and external audits.
• Monitor compliance with Uniform Guidance (2 CRF Part 200), EDGAR, U.S> Department of Education regulations, institutional policies, and sponsor requirements.
• Maintain comprehensive grant documentation to support monitoring visits, audits, and compliance reviews to identify potential fiscal or administrative risks.
• Serve as financial liaison during federal monitoring visits and institutional audits as assigned by program director.
• Assist with the design and delivery professional development for staff related to:

1. Federal grant management

2. Finance Compliance

3. Budget development and forecasting

4. Technology utilization

5. Proposal development

6. Date-informed decision making

• Provide leadership and support to staff in all TRIO Upward Bound Programs; represent Director in internal and external meetings to support the interest of the unit, as necessary.
• Participate in professional development training and workshops that will inform, update, and enhance the performance of grants for TRIO Upward Bound.
• Lead implementation of the U.S. Department of Labor AI Framework within TRIO Programming to align participant services with emerging workforce competencies.
• Collaborate with program leadership to integrate artificial intelligence literacy, workshops readiness, digital competence, and career exploration into program activities.
• Develop implementation strategies supporting federal priorities related to postsecondary readiness and workforce development.
• Evaluate emerging technologies that enhance student engagement, program effectiveness, and operational efficiency.
• Build partnerships with university departments, employers, community organizations, civic leaders, and workforce agencies supporting participant success.
• Other duties as assigned.

Preferred Qualifications

Bachelor’s degree in business, Education, Educational Administration, or a related field and three years of related experience with federal TRIO programs.  Relevant professional experience working for a federal TRIO program and/or similar educational access program. Demonstrated ability to communicate effectively with varied constituents, ranging from university administration, school personnel, to participants and their families.

Competencies

• Federal Grant Compliance Management
• Fiscal Stewardship
• Budget Development & Forecasting
• Strategic Planning
• Data Analysis & Visualization
• Technology Integration
• Written & Oral Communication
• Collaboration
• Critical Thinking
• Attention to Detail
• Problem Solving

Compensation will be commensurate to candidate experience.

Equal Employment Opportunity

The University of Louisville is an Equal Employment Opportunity employer. The University strives to provide equal employment opportunity on the basis of merit and without unlawful discrimination on the basis of race, sex, age, color, national origin, ethnicity, creed, religion, disability, genetic information, sexual orientation, gender, gender identity or expression, veteran status, marital status, or pregnancy. In accordance with the Rehabilitation Act of 1973 and the Vietnam Era Veteran Readjustment Act of 1974, the University prohibits job discrimination of individuals with disabilities, Vietnam era veterans, qualified special disabled veterans, recently separated veterans, and other protected veterans. The University acknowledges its obligations to ensure affirmative steps are taken to ensure equal employment opportunities for all employees and applicants for employment. It is the policy of the University that no employee or applicant for employment be subject to unlawful discrimination in terms of recruitment, hiring, promotion, contract, contract renewal, tenure, compensation, benefits, and/or working conditions. No employee or applicant for employment is required to endorse or condemn a specific ideology, political viewpoint, or social viewpoint to be eligible for hiring, contract renewal, tenure, or promotion.

Consistent with applicable law, demographic information is collected for aggregate reporting requirements. Demographic information provided through this application is not available to hiring managers/committees and is not considered in hiring or employment decisions.

Assistance and Accommodations

Computers are available for application submission at the Human Resources Department located at 2315 South First Street Walk, Room 02C - Louisville, Kentucky 40292.

If you require assistance or accommodation with our online application process, please contact us by email at [email protected] or by phone 502-852-6258.