Accounting & Financial Analyst

POSITION TITLE:  Accounting & Financial Analyst

REPORTS TO:  VP of Finance & CFO

FLSA CLASSIFICATION:  Exempt

PRIMARY RESPONSIBILITY:

Responsible for accounting functions that are relevant to general ledger accounting, gift processing, cash disbursements, and financial reporting.

SPECIFIC DUTIES:

The following duties reflect management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.  Specific responsibilities in a representative area of accounting may also be assigned.

  • Responsible for account reconciliation and accruals.
  • Perform accounting and analytical review functions, which may include cash, investments, receivables, fixed assets, accrued expenses, debt (covenants), cash flow, revenue and expenditures.
  • Integral team member in the preparation and analysis of year-end reconciliation and analytical review of financial statement information required for the annual audit with external independent accountants.
  • Reconcile between Gift Processing database and Accounting General Ledger Software. Investigate and correct system updates or human data input error with IT Dept.
  • Use and understand complex formulas performed in calculation of pledge analysis,
  • Work with development and other groups to provide recommendations that ensure accounting processes are administered appropriately while meeting donor wishes as well as Foundation and Financial Aid guidelines.
  • Coordinate and lead projects as assigned.
  • Act as liaison with UT stakeholders for accounting matters.
  • May act as Accounting System Administrator.
  • May supervise and provide direction and assistance to staff in routine day-to-day matters, ensuring accurate and timely general ledger accounting, gift processing, cash disbursements and financial reporting.
  • Other duties and back up/cross training responsibilities as assigned.

QUALIFICATIONS:

  • Bachelor’s degree in accounting or finance
  • Minimum 3 years professional experience in accounting
  • Advanced Excel skills using Pivot tables, Macro functions, and Excelerator function
  • Supervisory experience preferred
  • Not for profit experience preferred
  • CPA desired or accounting college credits earned to take the CPA exam.
  • Ability to work independently
  • Possesses a thorough knowledge of GAAP and federal regulations as they relate to financial statement reporting.
  • The ability to learn and knowledgeably interpret the Foundation’s policies and procedures as they relate to financial reporting.

PERFORMANCE STANDARDS:

  • Passion for the institution’s mission, traditions and long-term success. Consistently demonstrate the mission, vision and values of UTF and the University.
  • Our RITE Values – Respect, Integrity, Transparency & Teamwork, and Excellence
  • Outstanding written and verbal skills. Must be able to develop interpersonal relationships with multiple constituents.
  • Outstanding organizational skills that ensure timely completion of accounting responsibilities to meet monthly, quarterly, and annual reporting deadlines.
  • Strong analytical abilities to identify and resolve accounting issues and identify areas of improvement.
  • Integrity, impeccable ethics, initiative, enthusiasm, and the ability to establish trust and credibility.
  • Thorough understanding of accounting principles including fund accounting to ensure proper reporting.
  • Demonstrate commitment and ability to:
  • Provide quality customer service.
  • Plan, organize and remain accountable for actions.
  • Problem solve utilizing critical thinking skills.
  • Function in a confidential manner.
  • Collaborate with other staff.

HOW TO APPLY:

Interested candidates should apply online at https://www.utfoundation.org/about-us/careers.html

Deadline to apply is November 30, 2020.