Accounting and Business Operations Analyst

Accounting and Business Operations Analyst

Chattanooga, TN, United States

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The University of Chattanooga Foundation, Inc. invites applications and nominations to fill the position of Accounting and Business Operations Analyst. Reporting to the Associate Director of Accounting and Business Operations, the Accounting and Business Operations Analyst will provide support for accounting and business operations processes for the University of Chattanooga Foundation (UCF). This role will be responsible for the accurate entry and thorough review of payment requests for the UTC Advancement team;

preparation and distribution of monthly budget reports; preparation of accounting work papers for UC Foundation and CDFI; creation of gift related journal entries in UCF’s financial system, FIMS; and analysis and entry of donor data pulled from CRM.

Job responsibilities include, but are not limited to:

Financial and Budget Reporting: Prepare CDFI, LLC financial statements with accompanying notes in accordance with GAAP. Develop and prepare monthly operating budget reporting for UTC Advancement leadership and department heads. Prepare CDFI, LLC budget vs actual reports for UTC housing. Create and input Advancement, UC Foundation and Campus Development Foundation operating GL entries to SAGE accounting system. Assist with preparation of reporting of annual NACUBO-TIAA Study of Endowments and for various campus colleges/departments (GWR COB-AACSB Report, Budget and Finance-NCAA Audit, Performing Arts- NASM/NAST, WUTC CPB Audit).

Assist in coordination of real estate purchases. Review ACE gift documentation and checks received, upload data to UCF accounting system and deposit to appropriate checking account.

Payment Services: Receive all UTC Advancement invoice requests and utilize critical thinking skills to facilitate coding of expense and enter into the UCF accounting system. Ensure proper documentation is submitted with all payment requests and review for fiscal policy compliance. Systematic and independent examination of procurement card statements submitted by UTC Advancement cardholders to ensure charge and documentation compliance. Correspond with vendors and Advancement staff to answer questions on payment requests.

Cut checks or initiate ACH payment to vendors and Advancement staff and record data in banking portal.

Assurance Services: Prepare monthly reconciliation of UCF DASH operating account. Reconciliation of UC Foundation treasury deposit bank accounts. Reconcile monthly budget reports with UCF accounting system. Reconcile housing general ledger in SAGE.

Financial Outreach and Other: Prepare GJ entries and uploads to DASH related to UCF gift accounts and CDFI Phase I LLC to include monthly UCF gifts and help implement upload of UCF endowment balances. Facilitate completion of annual UCF and CDFI audit PBC list reports. Facilitate setting up DASH accounts for UCF gift accounts and closing of accounts as needed. Collaborate on improvements to UCF accounting systems design, use and data content.

Personnel Management functions. Create/update employee positions in DASH. Onboarding documentation. Create labor schedule and distribution rules. Additional pay/salary changes. Enter employee terminations.

Data Analysis: Preparation of Excel and PDF reports from data pulled from ACE, DASH, and UCF Accounting systems. Analyze donors and alumni data pulled from ACE CRM. Compile and upload engagement data into CRM.

Required Education and Experience

The candidate who fills the Accounting and Business Operations Analyst position is required to have:

Bachelor's degree in business or accounting field of study

1+ year of professional accounting/budget related experience

Strong knowledge of accounting principles to include ability to prepare financial statements and accompanying notes and verify accuracy, extensive knowledge of Microsoft Office Suite to include strong Excel experience

Excellent written and verbal skills

Detailed and organized; able to meet deadlines and prioritize multiple tasks; able to apply judgment and reasoning in order to problem-solve and interpret policy…