General Accounting Team Lead

General Accounting Team Lead

Classification: Accountant III
Department Name: Accounting Department
Job Number: MB2021-PC2719
Status: INTERNAL CSUMB APPLICANTS ONLY Apply today! Application Screening Begins Monday, June 28, 2021
Priority Screening Date: 06/27/2021
Recruitment Status: Apply today! Application Screening Begins Monday, June 28, 2021

Position Description:
Powered by an inspiring Founding Vision Statement, California State University, Monterey Bay (CSUMB) is a mid-sized comprehensive baccalaureate and masters granting university whose staff and faculty help transform student lives through a focus on student success and engagement through project-based learning, service learning in its regional community, and the promotion of multicultural and global perspectives on and beyond campus. CSUMB is both a Minority Serving Institution (MSI) and an Hispanic Serving Institution (HSI) and has a vibrant, diverse student body of over 7,600 students.

The university's Strategic Plan prioritizes inclusive excellence through recruiting and investing in the development of a diverse body of faculty, staff, and administrators. CSUMB's sustainability initiative is to be carbon neutral by 2030. The university's faculty and staff, many of whom live in the East Campus housing development, appreciate living and working so close to the shores of the beautiful Monterey Bay. As one of the 23 campuses in the California State University (CSU) system, CSUMB offers excellent benefits, including access to below market rate campus housing and competitive salaries for faculty and staff.

PURPOSE:

Under the general supervision of the Manager, General Accounting & Financial Reporting the General Accounting Team Lead is responsible for overseeing the day-to-day activities of General Accounting functions within the Accounting Department, including planning, assigning and reviewing the work of professional and technical staff. The Team Lead also performs advanced professional accounting work involving substantial judgment, discretion and the application of U.S. Generally Accepted Accounting Principles (GAAP) and sound accounting practices to the resolution of a wide variety of complex accounting problems.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

Serves as a high-level contributor providing expertise and assisting the Manager, General Accounting & Financial Reporting with cash, general ledgers, subsidiary ledgers including accounts receivables, and leads team through GAAP year-end processes and submissions.

Provides work direction to, and monitors the day-to-day activities of, the general accounting area and assigned professional and/or technical staff to ensure work is adequately covered and deadlines are met. Assists in the selection of accounting staff and provides feedback to manager on performance evaluations of assigned staff. Provides training, guidance, and assistance to other Accounting and Finance staff. Leads preparation of GAAP financial statements for the campus in accordance with generally accepted accounting principles issued by the Governmental Accounting Standards Board. Leads in ensuring the accuracy of the GAAP ledger and system.

Responsible for general ledgers, taxation, and GAAP processes. Processes tax reports, which necessitate a strong knowledge of federal, state and local tax requirements (e.g. 1099-MISC reporting to IRS, non-resident alien reporting to Internal Revenue Service/Franchise Tax Board, sales and use tax reporting to California Department of Tax and Fee Administration [CDTFA], and unrelated business income tax (UBIT) processing and reporting, etc.)

Responsible for the analysis of accounts in LEGAL, FIRMS (Financial Information Record Management System), and GAAP Ledgers (e.g. identify abnormal balances for corrective action; program code variance analysis, GAAP analytics, etc.).

Prepares a variety of journal entries and journal uploads (e.g. GAAP Adjustment Entries, Expenditure Transfers including correcting entries, and Cash Posting Orders [CPOs], etc.), Prepared by Client (PBCs) schedules, supporting analyses and schedules for LEGAL and GAAP financial reports. Process claims to the State Controller's Office (SCO).

Maintains accurate and complete accounting records for CSUMB and interprets financial reports and statements. Audits records and processes, identifies problem areas, and recommends corrective and preventive action for assigned areas. Communicates and/or composes correspondence regarding accounting matters. Provides feedback when planning and coordinating financial audits and other fiscal control procedures.

Ensures that assigned accounting reporting systems and procedures are in compliance with established administrative policies and procedures and acceptable accounting standards. Updates procedures as necessary, in collaboration with the AP Team Lead and the Manager, General Accounting & Financial Reporting. Provides consultative services to campus staff and administrators in implementing recommended changes in accounting systems, procedures, and/or in resolving accounting problems. Participates in the review, design, and implementation of accounting systems and upgrades. Works closely with systems analysts to improve campus financial systems.

Actively participates and contributes materials presented at Business Operations Forums. Attends accounting related workshops to stay updated on current policy and procedures. Relates this new information back to management, staff, and the campus personnel as appropriate. Participation can include, but not limited to, planning for the event, creation of training materials, presenting a power point presentation, public speaking and/or other instructional presentations. Assists with the annual year-end reporting to SCO and the Chancellor's Office.

Other Functions:

• Assists University Accounts Receivable, Accounts Payable, Travel, and GAAP by providing and receiving guidance or assistance including cross-training and backfill needed due to vacations, vacancies, short-term absences, and/or other departmental needs.
• Provides excellent customer service and continually builds constructive, positive working relationships with campus counterparts.
• Performs other job-related duties and special projects as assigned by management.

Knowledge, Skills and Abilities:
Extensive knowledge of: Generally Accepted Accounting Principles (GAAP); office methods and procedures; statistical and mathematical presentation of data; advanced proficiency with current word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems. General knowledge of governmental accounting and internal control methods and related laws, rules, and regulations. Working knowledge of federal student financial aid annual reporting requirements, and quarterly grant reporting requirements

Ability to: apply accounting principles to the analysis of complex accounting problems; analyze and interpret accounting data; prepare clear, accurate and complex financial statements and reports; utilize problem-solving techniques in finding solutions to complex accounting problems; understand, interpret, and apply applicable laws, rules, regulations, policies, and principles; make decisions and recommendations regarding accounting activities; communicate effectively with others inside and outside the unit, including conveying complex and technical professional accounting information to non-Accountants.


Minimum Qualifications:
Equivalent to a bachelor’s degree with a major in accounting, business administration, finance or a closely related field OR a combination of education and experience which provides the required knowledge and abilities; AND equivalent to five years of progressively responsible professional accounting experience.


Specialized Skills:
Ability to: effectively train, guide, and lead others; prioritize own work and the work of subordinates, plan assignments and manage multiple team priorities; orchestrate and direct the daily activities of others to achieve quality work that is effective, efficient and timely; exercise independent and sound judgment, as well as initiative to achieve results; work independently with little supervision and direction; prepare complex reports that are accurate, complete, validated, and adheres to standards; investigate and resolve errors and discrepancies. Attention to detail. Proactive approach and forward thinking. Experience in: implementing and maintaining internal controls as it relates to an accounting department; writing office and desk procedures; creating process flow charts and performing complex reconciliations. Demonstrated experience with Accounts Payable, Cash Handling, and Taxes. Skilled in cash handling, receipts, disbursement, assigning transactions codes and preparing documents for processing into the general ledgers, computing and posting figures rapidly and accurately. Advanced proficiency in University financial systems, particularly the general ledgers and APmodules, including querying data accurately and efficiently. Ability to quickly and independently research, learn and implement State Administrative Manual requirements (SAM) and Integrated California State University Administrative Manual (ICSUAM) requirements. Excellent customer service skills and ability to communicate (both verbally and written) in a professional and effective manner.


Preferred Qualifications:
Experienced with: implementing and maintaining internal controls; writing office and desk procedures; creating process flow charts. Experience should include professional accounting in all or most of the following areas: general accounting (LEGAL, FIRMS, & GAAP), accounts payable, accounts receivable, collections, taxes, asset management, and cash handling (receipts, disbursement, assigning transactions codes, etc.). Skilled in: performing complex reconciliations; preparing complex financial statements, reports, and workpapers; thoroughly documenting transactions using supporting documents, tickmarks, and/or memoranda; investigating and resolving errors and discrepancies; preparing journal entries for processing into the general ledgers, including calculating and posting balances rapidly and accurately, and including appropriate supporting documentation.

Advanced proficiency using financial systems including general ledger, accounts payable module, and asset management module, including querying data, accurately and efficiently using PeopleSoft/Common Financial System and Finance Data Warehouse, or equivalent. Ability to quickly and independently research and implement Integrated California State University Administrative Manual (ICSUAM) requirements, as well as CSU Legal and GAAP Manual guidance. Proactive approach and forward thinking.
Highly desirable: Master’s degree in business-related field and/or CPA license. Recent experience with financial statement external audit. Strong attention to detail and excellent customer service skills. Demonstrated understanding of and commitment to CSUMB’s Vision.


Special Conditions of Employment:
SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS:

• All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
• The person holding this position is considered a “mandated reporter” under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
• This position will have a duty to report to the Campus Title IX Officer information pertaining to victims of sex discrimination, sexual harassment, sexual misconduct, dating/domestic violence, and stalking as required by CSU Executive Order 1095.
• This position has been designated as a sensitive position with access to, or control over, cash, checks, credit cards, and/or credit card account information access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards)
• May require occasional evenings and/or weekend work.

PHYSICAL ENVIRONMENT:

Office environment with standard equipment and tasks. Position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations.

There are components of this job which are deemed essential on campus. This position will primarily work on the main campus, with occasional work from home. This position requires working on campus with students. The health and safety of our students, faculty, and staff remain our highest priority. In the fall, students, faculty, staff, and the community can expect that masks will be required and that the appropriate degree of social distancing will be in place in all areas based on evolving guidance. Additionally, all students, faculty, and staff are encouraged to be vaccinated before coming to campus. All community members who work or attend class on campus should expect to participate in a random or periodic testing system. CSUMB will communicate more information about vaccination requirements and testing protocols when the details become available.


Compensation and Benefits:
POSITION INFORMATION:

• Type of Appointment: Full-Time, Probationary
• Collective Bargaining Unit: R09 - CSUEU Technical & Support Services
• Anticipated Campus Hiring Salary: Low to mid $6,000’s/month
• CSU Salary Range
• FLSA Status: Exempt

CSUMB offers a premium benefit package that includes outstanding vacation, health, dental & vision plans; a fee waiver education program; membership in the California Public Employees Retirement System (CalPERS); and 14 paid holidays a year. For more information, visit: CSU Benefits R09. Additionally, University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability, visit: Employee Housing.


How to Apply:
To apply, visit https://csumb.peopleadmin.com/postings/6366

For full consideration, applicants must complete the required online application prior to the priority screen date found at csumb.edu/jobs. Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned.

CSUMB is not a sponsoring agency for staff or management positions.

Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting University Personnel at (831) 582-3389. All employees must be eligible for employment in the U.S.

GENERAL INFORMATION:

CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), the Cal State University, Monterey Bay Annual Security and Fire Safety Report is available at: https://csumb.edu/clery

CSUMB is a smoke and tobacco-free campus.

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER:

CSUMB is an Equal Opportunity Affirmative Action employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability.


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