TITLE Senior Accountant/Analyst
CLASSIFICATION NUMBER 4054
IMMEDIATE SUPERVISOR Varies
MAJOR ADMINISTRATOR Chief Financial Officer
The Senior Accountant/Analyst performs professional accounting and administrative work involved in the daily organization, operation, and supervision of the University's accounting and budgeting system. The Senior Accountant/Analyst exercises independent judgment and discretion in planning and carrying out the details of work procedures and methods. The Senior Accountant/Analyst’s work is primarily reviewed through normal accounting and budgeting systems and audits.
MINIMUM ACCEPTABLE QUALIFICATIONS
Education: A Bachelor's degree in Accounting or a related field is required.
Experience: At least three years experience in accounting, business planning/operations, or financial analysis is required. Certification as a Certified Public Accountant (CPA) is preferred.
Skills: High aptitude in accountancy and a good understanding of computers and their functions in accounting are required. The ability to develop knowledge of, respect for, and skills to engage with those of other cultures or backgrounds is required.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Collects, organizes, and analyzes financial data for the preparation of various reports and statistical data for both internal and external reporting and assists in management’s decision-making.
2. Maintains accuracy of financial data through assigning the correct budget numbers and expense codes, reviewing or approving transactions, properly recording transactions via journal entries, preparing or reviewing budget adjustments, updating the position control system, and preparing monthly reconciliations.
3. Develops and maintains a through understanding of the University’s budgeting policies and procedures and may be responsible for providing training and financial services to a particular University unit or cost center.
4. Ensures the most effective and efficient use of University resources by regularly engaging in process or system analysis and by assisting in the updating of system-wide policies and procedures.
5. Stays current with computer technologies and regularly seeks to implement process improvements through available technologies.
6. Ensures the timeliness of the general ledger and subsidiary ledgers by monitoring the work of the clerical staff and students and by working with other University units on the timely submission of financial information.
7. Works with external auditors and prepares audit work papers for the fiscal year audit by researching and analyzing the year-to-date accounting information.
8. Assists the Supervisor or Director in developing a competent and efficient accounting staff by training the staff in policies and procedures and supervising their daily activities.
9. Facilitates a work environment that encourages knowledge of, respect for, and development of skills to engage with those of other cultures or backgrounds.
10. Remains competent and current through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, and attending training and/or courses as required by the Supervisor or Director.
11. Contributes to the overall success of the Office of Financial Services by performing all other duties and responsibilities as assigned, maintaining high levels of accuracy, maintaining a professional demeanor and appropriate levels of confidentiality, and providing excellent customer service.
The Senior Accountant/Analyst is supervised by an assigned supervisor and may supervise accounting clerks, temporary employees and students.
OFFICE OF HUMAN RESOURCES
REVISED SEPTEMBER 2012