Career Opportunities

Business Affairs

Foundation Accountant


Posting Date

1/28/2019 12:00:00 AM

Position Information

Working Title:  Foundation Accountant
UW System Title:  Accountant

Essential Job Functions

This position reports to the Vice Chancellor for Business and Finance and is responsible for preparing and maintaining accounting and financial records for private funds; preparing ledger adjustments and reconciliations for campus receipts and disbursements, including monthly and annual adjusting and closing entries; and developing a variety of financial statements.  This position also distributes earnings and fees among restricted Foundation accounts according to policies and procedure set by the Foundation Board.

This position works in collaboration with University Accounting and University Advancement staff to help ensure accurate, reliable and timely processing of private dollar transactions.  The Foundation Accountant interfaces with the Foundation’s Finance Committee (Board members), outside accounting firm, and financial institutions.

This position includes the following responsibilities:

  • In a manner consistent with Generally Accepted Accounting Principles, develop, reconcile and maintain an independent accounting system for all gifts, pledges and other assets held privately.
  • Monitors and analyzes accounting data and produce financial reports and statements and other financial documents for the Vice Chancellor for University Advancement and others.
  • Keep abreast of changes in FASB and IRS rules and regulations that affect the University of Wisconsin Green Bay Foundation (UWGB Foundation), and implement changes by attending training seminars and conferences to broaden knowledge in areas related to not for profit accounting.
  • Ensure compliance with tax reporting requirements with federal and state agencies.  Current with IRS 990 Wisconsin state filings and reports and any other relevant legal and tax matters.
  • Analyze, develop and maintain policies and procedures for private funds and foundation activities, including internal controls, as required by accounting standards, office procedure and accounting database systems, supporting schedules and reporting requirements
  • Manage and prepare the information needed for annual financial statements, tax returns and audit, and assist the auditors with any questions or concerns they may have for private funds.
  • Prepare and monitor operating budgets; coordinate budget planning and prepare all budget documents necessary for staff use and management approval.
  • Assist with the annual endowment spending policy calculations and communicate information to all appropriate university wide departments and area leaders.  Understand and execute donor intent and work closely with departments to ensure compliance regarding how funds are spent.
  • Perform analysis of financial and statistical data and make recommendations to the Foundation President in preparation of the annual budget presentation to the Finance Committee and Foundation Board.  Prepare underlying financial analysis as well as consistently monitor and report on expenditures against those budgets to the Vice Chancellors.
  • Maintain monthly, quarterly and year-end account processing and reconciliations; monitor status, reconcile and report on all cash and other investment accounts owned by the Foundation.  Interfaces with the Foundation’s financial institutions to assure accuracy.
  • Perform monthly and quarterly reconciliations of the Foundation’s checking and investment accounts.
  • Provide assistance to Advancement Staff as it relates to the scholarship process.
  • Support management’s strategic planning efforts through financial forecasting and planning.
  • Analyze and interpret financial information for leadership in order to make sound business decisions.
  • Reconcile accounts payable, accounts receivable, donor database to the general ledger, activity in holding accounts, and prepare related transfer entries.
  • Reconcile expenses charged to the Foundation’s University 233 projects, and prepare related entries and prepare entries for quarterly payment to the University for the outstanding balances in University 233 accounts linked to UW Green Bay Foundation accounts.
  • Reconcile activity related to insurance policies owned by the Foundation.
  • Prepare monthly annual campaign charge entries and quarterly earnings and fees distribution entries.
  • Produce financial reports to be included in the Annual Endowment Stewardship reports to donors.
  • Serve as Foundation liaison to various areas within the university including, but not limited to, financial services, academic departments, deans and department chairs, gifts and grants, as it pertains to private funds and the Foundation’s finances.
  • Provide staff assistance to the UWGB Foundation Finance Committee, including preparation of agendas and reports, and prior notification of the meetings to the committees.
  • Attend UWGB Foundation Board meetings and Finance Committee meetings as directed by the Vice Chancellor for University Advancement and produce minutes.
  • Serve as liaison between brokers/money managers/bank representatives and staff/donors.
  • Account for all investment activity and reconcile pooled investment accounts and non-pooled investment accounts with monthly statements.
  • Prepare quarterly cash plan flow analysis for investment decision making.

Qualifications

MINIMUM QUALIFICATIONS:

  • Bachelor's degree in Accounting at time of application
  • 4 years of financial management experience in the accounting field, including experience with fund accounting standards and procedures
  • Familiarity with investment management principles with preference given to daily operation of non-profit 501(c)3 organizations


PREFERRED QUALIFICATIONS:

  • Certification as a Certified Public Accountant (CPA) or equivalent
  • Knowledge of higher education policies, procedures, regulations and laws
  • Knowledge of Blackbaud's software including Raiser's Edge and/or Financial Edge

The successful candidate will have strong oral, written, interpersonal, and organizational skills, the ability to communicate with a diverse student population, demonstrated integrity and strong leadership, and the willingness to be part of a collaborative team. The University welcomes applicants who are dedicated to enriching the quality of life for students and the community by embracing the educational value of diversity, promoting environmental sustainability, encouraging engaged citizenship, and serving as an intellectual, cultural, and economic resource.

Conditions of Appointment

Position is a full-time Academic Staff appointment.  Official transcripts of the highest degree achieved will be required of finalist(s). A criminal conviction investigation will be conducted on the finalist(s). In compliance with the Wisconsin Fair Employment Act, the University does not discriminate on the basis of arrest or conviction record.

All final candidates must be asked, prior to hire, whether they have been found to have engaged in, are currently under investigation for, or left employment during an active investigation in which they were accused of sexual violence or sexual harassment. When obtaining employment reference checks, these same sexual violence or sexual harassment questions must also be asked.

The University of Wisconsin-Green Bay does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources.

Salary

Salary range of $55,000-$65,000

This position is exempt from the overtime provisions of the Fair Labor Standards Act (FLSA). 

BENEFIT DETAILS
The UW System provides an excellent benefits package, including participation in the Wisconsin State Retirement System.

To Apply

STEP 1: Please select the applicable link below:

External Applicants: (NOT currently employed by the University of Wisconsin System)
Internal Applicants: (Currently employed by the University of Wisconsin System)

STEP 2: From "Job Search" screen,

  • Click "View All Jobs"
  • Select "Foundation Accountant"
    • You must login before you can apply. Input your "User Name" and "Password" and select "Sign In."
    • If you have not yet registered, click "Register Now" to begin the registration process.
 

STEP 3: Submit application materials:

Please be sure to complete all required fields, and include all required documents before submitting your application. Once submitted, you will not be able to edit or attach any application materials. Files must be complete to be considered. Please include the following documents:

  • Cover letter that specifically addresses qualifications for the essential job functions
  • Resume
  • Names and contact information for three references
  • Unofficial transcripts of the highest degree achieved

You must select "Submit" to forward your application materials to the search committee.

If you have any questions, need accommodations, or submitted your application with missing materials, call or email:

Tracy Van Erem
Phone: (920) 465-2699
Email:  vaneremt@uwgb.edu

Application Deadline

To ensure consideration, please submit application materials by Sunday, February 24, 2019.

Note: The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis.Stat. sec. 19.36(7).

For more information regarding the University of Wisconsin-Green Bay and the surrounding area, see our Campus and Community section. For Campus Safety information see our Office of Public Safety website and our Annual Security Report (for a paper copy please contact the Office of Human Resources at (920) 465-2390). This report includes statistics about reported crimes, as well as information about crime prevention and campus security policies and procedures.

The University of Wisconsin-Green Bay is an Affirmative Action Equal Employment Opportunity employer committed to achieving a diverse workforce and to maintaining a community which welcomes and values a climate supporting equal opportunity and difference among its members. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender and/or gender identity or expression, marital or parental status, genetic information, national origin, ethnicity, citizenship status, veteran or military status (including disabled veteran, recently separated veteran, other protected veteran, or Armed Forces service medal veteran status), age, or disability.