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Prepares, analyzes, and reviews financial statements for completeness, accuracy, and compliance using accounting principles; Applies generally accepted accounting principles and procedures in working with specialized accounting records and reports. Assembles and analyzes data and transactions, prepares statements and reports relating to an assigned area of responsibility. Prepares reports such as balance sheets, profit and loss statements, and other documents that project the organization's financial position. Readies and maintains financial and business transactions, applying accounting principles that include work that is analytical, evaluative, and advisory in nature and that requires an understanding of both accounting theory and practice. Oversees accounting operations, or a complex segment of the accounting function. Coordinates accounting matters with other departments. Performs work under general supervision. Handles moderately complex issues and problems, and refers more complex issues to higher-level staff. May provide leadership, coaching, and/or mentoring to a subordinate group. Utilizes knowledge of the fundamental doctrines, theories, principles, and terminology of accountancy, and often entails some understanding of such related fields as business law, statistics, and general management. Analyzes the effects of transactions upon account relationships, evaluates alternative means of treating transactions, and plans the manner in which account structures should be developed or modified. Ensures the adequacy of the accounting system as the basis for reporting to management, considers the need for new or changed controls, and interprets the meaning of accounting records, reports, and statements. Performs work under minimal supervision. Handles complex issues and problems. Possesses solid working knowledge of subject matter. Typically exempt and may act as a lead or first-level supervisor to other staff (may also supervise students). Typically reports to a department head. May require certification.
Department Specific Essential Job Functions:
Review Grants and/or Contracts for accuracy and terms as they relate to the budget and policy and procedures of the University. Also, monthly reconciles grant expenditures compared to budgets. Assist PI-Principal Investigator and staff with University procedures for hiring positions, purchasing goods and or services and reporting financial reports.
Scope & Impact: This position is an entry level professional position, with actions that may have a measurable impact on operations within a work group.
Communication & Interaction : Routinely answers questions and provides information and data requested by individuals within or outside of work area. Questions that require interpretation or are not easily resolved are referred to Supervisor.
Effective Knowledge: Demonstrates ability to execute tasks according to standard operating procedures and/or direction. Demonstrates ability to learn new subject matter, coupled with attention to detail and responsiveness to feedback.
Problem Solving & Judgement : Performs a variety of duties following established policies and procedures. Resolves problems by selecting from approved alternatives based on past practices, established procedures, or direction. Relies on direct supervision is available to set priorities and objectives, and to assist in problem resolution.
Budget Authority: May provide input into budget development by assisting with identification of operational needs and requirements.
Policy & Procedure Authority: Primarily responsible for executing routine procedures with direction from senior staff.
Reporting Relationships : Generally reports to manager or higher but may receive basic operational direction and guidance from senior level staff members.
Supervisory & Team Leadership Responsibilities : None
Requires a Bachelor’s degree in job related field or 4+ years of equivalent work experience in chosen filed that provides knowledge of and exposure to fundamental theories, principles, and concepts. Requires the application of expertise in a chosen field to achieve results.
Grant and/or Contract - Pre and Post Award experience and/or Higher Education experience
Will this employee supervise others?
Repetitive movement of hands and fingers - typing and/or writing. Frequent standing, and/or sitting. Occasional walking, stooping, kneeling or crouching. Reach with hands and arms. Visually identify, observe and assess. Ability to communicate with supervisor/students/colleagues. Regular physical attendance required. The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations (in accordance with ADA requirements) may be made, upon request, to enable individuals with disabilities to perform essential functions.
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