Senior Accountant -General Ledger and Endowments

Position Description

Department:
Accounting Office

Supervisor (Title):
Comptroller

Reporting to the Comptroller, the Senior General Ledger/Endowment Accountant is a professional exempt position responsible for general ledger activities. This position will have significant focus on philanthropic gifts, pledges and endowment accounting. This role will serve as a key accounting resource and liaison to the Office of Advancement. This position is well-suited for a CPA candidate seeking continued growth in nonprofit and higher education accounting.

This position will require strong general ledger skills and experience in endowment/gift accounting.

• Serves as the primary point of contact for Advancement staff on accounting related questions, gift structures and financial reporting and audit needs.
• Perform advanced accounting and analysis for gifts, pledges, endowments and identify and research underutilized funds. Work with legal to re-purpose funds where possible.
• Analyze donor agreements and gift documentation to determine appropriate accounting treatment and restriction classification.
• Create accounts for new Endowments and monitor any modifications or amendments to existing Endowments to ensure proper accounting treatment.
• Maintain and reconcile pledge receivables, including discounting, allowances and aging analysis.
• Contribute to the development and maintenance of policies, procedures and internal controls related to gift accounting.
• Identify process improvements and support system enhancements related to gift and Advancement financial data.
• Serves as a resource regarding unique gift vehicles including, but not limited to, charitable remainder trusts, charitable gift annuities and insurances.
• Assist the Accounting leadership team with the day-to-day, quarterly and fiscal year-end operations of the Accounting Office, focusing on balance sheet support and reconciliation.
• Prepare journal entries, reconciliations and supporting schedules.
• Prepare work papers for quarterly financial statements and assist with providing auditors with required documentation.
• All other related duties that maybe assigned from time to time.
• Maintain a professional appearance and demeanor at all times
• Uphold and abide by Campbell University policies and procedures, including, but not limited to;
  Title IX and Information Security, including FERPA and other state and federal mandates. duties, UPMIFA legislation, FASB disclosures.

Communicate effectively to all groups through both oral and written channels

Ability to maintain strict confidentiality

Ability to maintain accuracy and attention to detail is essential

Knowledge of Microsoft Word, Outlook, Excel, PowerPoint and standard methods of digital communication

Demonstrate tact, a positive attitude, courtesy and discretion in dealing with faculty, staff, students, high-level university officials and the public

Work independently as well as function effectively in a team and within a diverse group of people

Exercise independent judgment in complex and new situations

Manage multiple, concurrent projects, and meet strict deadlines

Adaptability, flexibility and a willingness to work in a changing environment

This position demands accuracy, honesty, integrity, and the ability to work within the Christian mission of Campbell University

Physical Demands:
Incorporated within one (1) or more of the previously mentioned essential functions of this job description are essential physical requirements. The ratings in the chart below indicate the approximate percentage of time spent on each of the essential physical requirements.

Rating Frequency Percentage Range Rating Frequency Percentage Range
1 Seldom < 25% 3 Often 51% to 75%
2 Occasional 25% to 50% 4 Very Frequent >75%
Ratings Essential

Physical Requirements
4 Work at a desk, conference table or in meetings of various configurations.
2 Stand for extended periods of time.
4 Sit for extended periods of time.
4 See for purposes of reading printed matter.
4 Hear and understand speech at normal levels.
4 Communicate so others will be able to clearly understand.
1 Lift up to 25 lbs.
1 Carry up to 25 lbs.
3 Operate office and presentation equipment.

Bachelor’s degree in accounting or finance; CPA candidate preferred.
Comprehensive computer experience with advanced Microsoft Excel skills and familiarity working with large data sets.
Three years of relevant experience in a higher education institution required.