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Office of the Chief Financial Officer
Diversity Plan 2005
Jeffrey Fernandez, Chief Financial Officer William A. Wasson quote
Background

The Office of the Chief Financial Officer (OCFO) is responsible for approximately 200 staff who provide financial services to the Laboratory’s divisions and central organizational units. These services include Budget, Procurement, Sponsored Projects, Accounts Payable and Receivable, General Accounting, Financial Analysis, Property Management, and Travel. The central organization is also responsible for all mandatory reporting to the Department of Energy, the University of California, and other sponsoring agencies.

Data generally show that OCFO is appropriately represented in accordance with external availability and exceeds in some areas; however, there is an underutilization of Hispanic Americans. The Office of the CFO has undertaken a comprehensive professional development and certification program that has enhanced the skill set of current staff, thereby enriching their professional opportunities. A new position, the Financial Policy and Training Manager, oversees the training and certification of all financial professionals centrally and in the field.

Action Items for 2005

  • Improve Outreach for and Awareness of Underrepresented Groups. OCFO will follow HR’s Best Practices Recruiting model to increase awareness for underrepresented groups for supervisors, managers, and all HR recruiters who handle CFO recruitment. OCFO will also encourage HR recruiters to promote job openings at local job fairs with highly diverse attendance, and will work with HR to implement training in recruitment best practices.
  • Employee Training. OCFO will build and provide equal opportunity access to training and learning opportunities for all OCFO staff. An entire suite of training modules has been developed specifically for financial personnel by the training manager who was hired last fiscal year. Managers and supervisors will be trained by Human Resources personnel and through the Laboratory Academy in the basics of effective managing and supervision and diversity awareness. Ongoing continuing education is also supported for the entire Office with a budget provided by the Chief Financial Officer.
  • Diversity Work Climate Metrics. OCFO will work with the Workforce Diversity Office to track quarterly CFO staff promotions, turnover, and applicant pools with the goal of identifying problem areas and developing/implementing a resolution plan.
  • Undergraduate Program. OCFO will work with the Office of Workforce Diversity to find qualified undergraduates interested in finance to give them opportunities during the summer to intern with the OCFO to gain real-world experience and provide mentoring.
  • Graduate Program. OCFO will work with the Haas School of Business on the UC Berkeley campus to give graduate-school students the opportunity to work in a “real world” business setting as part of their curriculum. We will work with Professor George Cluff to identify the most qualified students to intern with the OCFO.
     
For more information about this diversity plan, contact Jeffrey Fernandez, Chief Financial Officer and Best Practices Diversity Council Representative.

Download this Diversity Plan
in printable .rtf format.

 
 
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