Provide overall fund management for assigned fund portfolios by analyzing and reviewing revenue and expenditures. Process financial transactions for the school utilizing the campus approved systems. Communicate concerns and issues to the appropriate Anderson Units and Management, and facilitate resolution of outstanding issues. Exercise independent initiative; provide advice on guidelines, fund restrictions, UC policies. Act as liaison between the Anderson School and central campus departments. Assist, train, and guide the Fund Management team on fund usage in accordance with UC Policies and generally accepted accounting principles. Act as back-up to the Fund Management team, as needed.
Perform reconciliations of various activities, processes and P&L accounts. Using the proper accounting treatment, prepare journal entries to record adjustments on resolved items. Work with departments to resolve outstanding reconciling factors. Assist with month-end and fiscal year-end closing processes.
Process map Anderson core business operations to understand and streamline workflow. Modify existing processes that adapt to technological advances. Complete special projects as assigned by Finance Manager, Director of Finance and CFO.
Percentage of Time:
100
Shift Start:
8:00 am
Shift End:
5:00 pm
Qualifications for Position
18
Records
Qualifications
Required/Preferred
Demonstrated organizational skills to work independently and to prioritize multiple assignments to complete work in a timely manner amidst frequent interruptions, competing deadlines, and a heavy workload.
Required
Demonstrated working knowledge of accounting principles theory sufficient to make the correct budget and financial journals to achieve desired results.
Required
Demonstrated working knowledge of Fund Accounting and ability to review the General Ledger, input documents, and recognize errors.
Preferred
Demonstrated ability to prepare financial reports for a large complex organization in accordance with policies and accounting principles.
Preferred
Three to five years of professional accounting experience or equivalent.
Preferred
Skill in analyzing information, problems, practices, or procedures to:
Required
Ability to keep abreast of changing external regulations and University policies
and procedures regarding accounting treatment and financial and operational policies.
Required
Creativity and initiative to develop workable solutions to problems when answers are not readily apparent.
Required
Skill in analyzing accounting systems (departmental or central) and recommending necessary changes to improve processes while maintaining sound accounting practice.
Required
General knowledge of mainframe-based financial computer systems sufficient to understand flows of transaction data and recommend enhancements.
Preferred
Excellent communications skills to correspond with various levels of university personnel and external groups to convey complex financial information to non-financial types and to deliver oral presentations to groups of various sizes.
Required
Demonstrated competence in accounting and business practices to advise department professionals engaged in self-supporting activities regarding cost-effective management of their financial affairs.
Required
Demonstrated working knowledge of Microsoft Office Suite.
Required
Demonstrated working knowledge of COGNOS and other campus reporting tools.
Preferred
Establish and maintain good relations with Anderson senior management and staff. Maintain an air of approachability and commitment to service.
Required
Ability to work independently in setting priorities to ensure that reports are accurate and deadlines are met.
Required
General knowledge of contract and grant administration.
Preferred
Degree in Accounting, Finance; or and equivalent combination of education and experience.
Required
Additional Posting Information
Bargaining Unit:
99-Policy Covered
Application Deadline:
07-31-2022
External Posting Date:
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