Financial Accountant University of Puget Sound

Job Board Title:
Financial Accountant University of Puget Sound

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Another Source’s client, University of Puget Sound, is recruiting a Financial Accountant (internally titles Sr Financial Accountant) to join their team in Tacoma, Washington. This is a hybrid role with three days a week on campus.

Here’s a little about University of Puget Sound and the position they are recruiting for:

Position Description

Responsible for complex accounting, analysis, and reporting, including: treasury and long-term debt & compliance; reconciling assigned funds and accounts; facilitating accounting for pledges; preparing and recording monthly allocations; and maintaining international programs analyses and projections. Supports year-end close and audit schedule preparation including: preparing or reviewing fiscal year close entries; confirmations; lead schedules; variance analysis; and assists in financial report drafts including preparation of charts, graphs, and exhibits. Assists with external surveys, as needed. Manages student staff workload together with the Senior Accounting Analyst. Actively identifies areas for process improvement and automation. Cross-trains with and provides backup support for other Office of Finance team members.

Essential Job Functions and Responsibilities:

Treasury management

Reconcile general checking account on a monthly basis

Review receipt deposit analysis to support bank reconciliations

Prepare Wire and ACH transfers

Gift accounting

Prepares monthly OUR gift report reconciliation

Reviews and confirms supporting documentation is in place for pledges, prepares unconditional promise audit schedule and related entries, and identifies and compiles information for conditional promise disclosures

Long-term debt

Account for long-term debt in accordance with GAAP

Prepare and maintain debt covenant calculations and debt service payment schedules, required reconciliations and journal entries

Prepare annual and periodic debt compliance reports in accordance with debt and swap covenants

Provide accounting and tax filing support related to long-term debt

Maintain debt service schedules, required reconciliations, and journal entries

Prepare budget variance reports related to debt

As needed, assists in drafting materials to support Ad Hoc Bond Committee of the board of trustees.

Provide support for issuance of long-term debt, including portfolio analysis as necessary

Budget Functions

Develop, coordinate, and maintain monthly fringe benefit expense allocations, staff compensation redistribution, and budget allocations to cover actual student employment wages across campus

Maintain the international programs financial matrix, reflecting program revenues, expenses and margins.

Assist with annual budget load process, as well as periodic budget setup requests

Coordinate, monitor, and account for Other Sponsored Programs, including budget projections

Other Essential Functions

Assist Financial Accounting Manager and Director of Finance with process improvement and automation efforts to streamline processes and procedures office-wide

Assist Financial Accounting Manager with journal entry review

Backup for project, account and chartfield setups within PeopleSoft, including the maintenance of chart elements, trees, combo edit rules, and other processes within PeopleSoft

Assign KACE tickets (service desk tickets) from student queue. Prepare various accounting entries related to KACE requests, forward issues to appropriate Office of Finance members, and communicate with campus as needed for follow-up to the requests

Review university annual L&I Surety requirement

Prepare select financial surveys

Assist in audit and close processes as related to areas of responsibility

Other items as assigned

Minimum Requirements

Candidates must be able to explain and/or demonstrate that they possess the knowledge, skills, and abilities to safely perform the essential functions of the job, with or without reasonable accommodation.

Requires a bachelor’s degree, with accounting or finance major preferred, and significant, increasingly responsible accounting experience, to include an understanding of GAAP related to investments, automated accounting systems/data bases, and reporting. CPA preferred.

Requires the ability to work in cooperation with other team members to achieve the university’s goals and objectives.

Must have superior aptitude for and skill with technology, including learning new technology and using Microsoft Word, Excel (advanced), and other database reporting tools. Experience with PeopleSoft and nVision is a plus.

Must have initiative, ownership of projects, ability to meet deadlines, attention to detail, strong analytical skills, excellent communication skills, and be a quick and continuous learner.

Ability to juggle multiple tasks simultaneously and respond positively to changing circumstances.

Higher education and/or non-profit experience very desirable.

Requires a quick and continuous learner with a high degree of curiosity.

Ability to respectfully work, communicate and provide leadership within a diverse campus community.

University Diversity Statement

We Acknowledge

The richness of commonalities and differences we share as a University community; the intrinsic worth of all who work and study here; and that education is enhanced by investigation of and reflection upon multiple perspectives.

We Aspire

To create respect for and appreciation of all persons as a key characteristic of our campus community; to increase the diversity of all parts of our University community through commitment to diversity in our recruitment and retention efforts; and to foster a spirit of openness to active engagement among all members of our campus community.

We Act

To achieve an environment that welcomes and supports diversity; to ensure full educational opportunity for all who teach and learn here; and to effectively prepare citizen-leaders for a pluralistic world.

Another Source works with their clients, on a retained project basis, to maximize the recruiting process.

See above

University of Puget Sound