Description:
Primary Duties & Responsibilities
- Reporting and Analysis.
- Prepare financial reporting packages analyzing and highlighting significant budget and year over year variances.
- Hold monthly meetings with managers to discuss issues/initiatives in their areas with budgetary impacts.
- Work with area personnel to prioritize expenditures and identify opportunities for savings to meet unanticipated needs without exceeding their annual budget.
- Determine reporting needs and create customized user reports that are tailored to their specific operational needs. Remain current in new applications to ensure effective and efficient delivery of information.
- Analyze income and expenses, make investigations, assemble data and prepare projections and reports for planning and decision making. Process journal entries and budget adjustments for restricted and unrestricted accounts as necessary. Incorporate data and ideas in formal and/or informal reports, providing recommendations for problem issue resolution as appropriate. Budgeting and Forecasting.
- Provide assistance and support to area directors and department managers in developing their annual departmental budgets. Ensure departmental budgets adhere to the School’s parameters and recommendations for the School-wide annual budget and resolve any discrepancies or deviations from the established recommendations.
- Provide day-to-day oversight of financial transactions for assigned departments. Research discrepancies and deviations from University or School policies and communicate with key department personnel.
- Approve unrestricted and restricted non-payroll financial transactions for assigned departments.
- Provide training to department personnel on University and School systems, policies and procedures.
- Perform document processing functions as needed.
- Managing Restricted Funds – maintain records, reporting and budgeting for restricted funds including gifts, endowments, scholarships, grants and contracts.
- Clinical trial Revenue and Other Account Reconciliations.
- Work with University Central Finance Operations including but not limited to: School Accounting, Financial Aid, Alumni and Development, Gift Accounting, Payroll and Human Resources, Tax, Accounts Payable.
- Other duties as assigned.
Working Conditions
- Travel to on-campus and off-campus locations as needed.
- Hours outside of normal office hours may be required.
Preferred Qualifications
- Certified Public Accountant or Master of Business Administration and five years of experience.
- Prefer experience in an academic environment and knowledge of fund accounting.
- Prefer experience with Washington University’s workday, and cognos systems.
- Self-motivated individual with the ability to work independently.
- Strong analytical, critical thinking, problem-solving and accounting skills in addition to excellent communication organizational and interpersonal skills.
- Must have excellent customer service skills.
- Demonstrated ability to use discretionary judgment and maintain confidentiality in working with financial and budget information.
- Ability to work with a variety of people (i.e. faculty, staff, students, other University contacts, etc.).
- High degree of initiative; ability to prioritize and manage multiple projects and deadlines.
- Excellent interpersonal, communication and presentation skills.
Required Qualifications
An undergraduate degree in accounting or related field with three years of professional accounting experience.