Assistant Controller

Assistant Controller

Under the supervision of the University Controller, the Assistant Controller helps supervise and manage the Controller's Office and provides leadership across core accounting and financial operations to ensure accurate reporting, regulatory compliance, strong internal controls, and effective stewardship of University resources. The role supports monthly/quarterly and year-end close, financial analysis and reporting, general accounting operations, tax compliance, treasury/banking coordination, travel operations, and financial systems/data control across ERP platforms (Workday and Banner).

This position also partners across campus and with external stakeholders to improve transaction processing, reporting quality, system utilization, and customer service to students, faculty, and staff.

Responsibilities include, but are not limited to, the following:

• Possess strong written and oral communication.
• Strong customer service orientation.
• Consensus building skills; as well as a demonstrated ability to work collaboratively in a team environment.
• Must work independently with minimal supervision and exercise professional judgment in carrying out all assigned responsibilities.

Required Qualifications:

• Bachelor's degree in accounting, finance, or related field.
• Substantive and progressively responsible experience and expertise in an accounting or finance role.
• Certified Public Accountant (CPA) license.
• Substantive experience with preparation of annual financial statements and coordination of annual audits.
• Demonstrated management level experience, directing daily operations and managing personnel.
• Experience with automated accounting/financial/reporting systems.
• Advanced knowledge of generally accepted accounting principles (GAAP) and auditing standards as they relate to not-for-profit organizations and governmental entities with diversified, complex investment portfolios.
• In-depth knowledge of state and federal laws, IRS code, UPMIFA, and other regulations pertaining to not-for-profit organizations.
• Advanced analytical and problem-solving skills with the proven ability to independently interpret and apply principles guiding accounting and financial reporting.
• Strong proficiency with a variety of software applications, particularly MS Office with advanced competency with Excel and Word, automated accounting, enterprise and report writing systems.
• Ability to formulate and implement financial policies, practices, procedures, and internal controls.
• Strong interpersonal, oral and written communication skills with the demonstrated ability to work as a strong collaborative team player.
• Strong organization skills with the ability to work independently and successfully managing multiple projects with competing priorities while meeting tight deadlines.
• Strong work ethic with dedicated commitment to performing at a high level contributing to a collegial team-oriented workplace.

Preferred Qualifications:

• An advanced degree (particularly a master's in accounting, taxation, or finance).
• Significant financial accounting and reporting experience working for a not-for-profit enterprise that has a large and complex diversified portfolio.
• Experience with a non-profit higher education institution or a university-affiliated foundation.
• Prior experience working with Workday.

Conditions of Employment:

• This position requires additional hours beyond the typical work week, at times, in order to meet the business objectives.

Job Duties:

50% - Financial Operations & Compliance:

• Support monthly and quarterly close processes, including financial reporting, projections, and fluctuation analysis.
• Partner with the budget office to prepare reports/crosswalks and analyses linking financial statements and the operating budget.
• Assist with Board of Visitors and executive reporting, including KPI reporting, debt-related reporting, and ad hoc analyses.
• Oversee and/or prepare key reconciliations (examples include VRS, payroll, accounts receivable, deferred revenue, grants) and ensure timely completion and review.
• In collaboration with the University Controller, establish and maintain internal controls to monitor and protect university resources, including ensuring reconciliations are performed, documented, and reviewed.
• Support timely and accurate completion of required reporting to regulatory, grant, and credit agencies.
• Provide oversight for travel policies and procedures to ensure compliance and consistent application.
• Provide oversight for Treasury Management, serve as liaison with banking and investment partners, and provide monthly/quarterly analysis of investment results.
• Support bank and related reconciliations and resolution of outstanding items (including preparation/compilation of quarterly accounts receivable reporting where applicable).
• Serve as key liaison with affiliated foundations to ensure proper recording of gifts/endowments and to provide reporting and analysis of related accounts.
• Assist the Director of Financial Reporting with preparation of preliminary…