Assistant Controller

Position Summary

Assistant Controller performs highly responsible work in the area of accounting operations, including accounts payable, accounting data, accounting records, financial reporting and general accounting services, while assisting and providing professional support to the Accounting Controller.

Financial Reporting & Close

• Assists in the month‑end, quarter‑end, and year‑end close processes; ensures accurate reconciliations, journal entries, and supporting schedules.
• Assists in the preparation and distribution of monthly financial reporting package (e.g., consolidating P&L, balance sheet, cash activity, budget‑to‑actual variance summaries, and key metrics).
• Assists in the preparation of consolidated financial statements (including footnotes/supporting schedules, as applicable) and required debt covenant reporting.
• Provide analytical review of revenue, expense, and balance sheet activity; identify trends, risks, and actionable recommendations.

Audit, Compliance, and Governance

• Assists in the coordination of the annual financial statement audit and any required program/other audits; serves as primary liaison with external auditors.
• Assists in maintaining and enhancing internal controls and accounting policies/procedures to safeguard university assets (including restricted funds, endowment, grants, and capital activity).
• Support regulatory and compliance reporting (e.g., surveys, institutional reporting, and other required filings as applicable).

Accounting Operations Oversight

• Supports accounts payable functions to ensure accurate, timely processing and compliance with policy.
• Assists in the oversight of general accounting operations and services, including the integrity of accounting records, chart of accounts, fixed assets, and applicable reconciliations.
• Partners with campus stakeholders to ensure correct accounting treatment and consistent processes.

Endowment, Investments, Debt, and Specialized Accounting

• Oversees recording and reporting of endowment and investment activity, including fair value / market‑to‑market accounting and related reporting.
• Maintains schedules and accounting support for debt, debt compliance, and related reporting.
• Supports accounting for auxiliary enterprises and any university‑related entities (including commercial real‑estate interests, where applicable).

Financial Systems & Process Improvement

• Assists in the assessment of financial system needs and implements improvements (e.g., Banner Finance configurations, reporting tools, workflow enhancements).
• Assists in the establishment and maintenance of accounting operations procedures, user guidance, and training to promote consistent practices and data integrity.

Leadership & Management

• Supports hiring, performance management, and professional development for the accounting team.
• Serves on project teams as assigned; performs other related duties as required.

• Bachelor’s degree in Accounting or Finance. CPA preferred.
• 5–10 years of progressive accounting experience; not‑for‑profit and/or higher education experience strongly preferred.
• Minimum 2 years of experience preparing GAAP financial statements; experience with not‑for‑profit GAAP strongly preferred.
• Experience preparing consolidated statements and supporting audit engagements.
• Experience with investment accounting and fair value concepts; experience with debt compliance reporting preferred.
• ERP experience required;
  Ellucian Banner Finance experience preferred.
• Strong analytical, communication, and interpersonal skills; ability to collaborate effectively across campus; able to manage multiple deadlines.

Position Title:

Assistant Controller

Department:
Accounting

Reports To:

Controller

FLSA Status:
Exempt