Accountant 2 (Grants) Job ID: 107145 Location: Oregon City, Oregon Full/Part Time: Full Time Regular/Temporary:Regular CLACKAMAS COUNTY CORE VALUES Clackamas County employees work to serve the public and enrich our community. In that spirit, we pledge to hold ourselves to these standards at all times in our interactions with customers and one another: Service Professionalism Integrity Respect Individual accountability Trust By incorporating these values into our daily routines, we can better serve our customers, ourselves and our projects. We're always looking to improve. That's the Clackamas County SPIRIT. Clackamas County Core Values Clackamas County is committed to building a community where people thrive, have a sense of safety, connection, and belonging, so that everyone is honored and celebrated for the richness in diversity they bring. We encourage applicants of diverse backgrounds and lived experience to apply. CLOSE DATE This position will remain open until filled. Applications will be reviewed every Monday. We reserve the right to close this recruitment at any time on or after that date. PAY AND BENEFITS Annual Pay Range: $75,798.22 - $96,124.29 Hourly Pay Range: $36.441450 - $46.213599 Salary offers will be made within the posted pay range and will be based on a candidate's experience (paid or unpaid) that is directly relevant to the position. Clackamas County proudly offers an attractive compensation and benefits package, including competitive wages, cost-of-living adjustments, merit increases (for eligible employees), and a robust sick and vacation plan for regular status employees. We encourage and support employee health and wellness by offering, health and wellness classes and events, and alternative care benefits, so you can customize your wellness needs to fit your lifestyle. Employee benefits become effective the first of the month following an employee's date of hire. Attractive benefits package and incentives for employees in regular status positions are detailed below. Generous paid time off package, including: 12 hours of vacation accrued per month Eligible newly hired employees will have the one-time option to frontload their first year of vacation accruals in compliance with EPP 66 - Vacation Leave ! This means you have access to vacation time at time of hire. 8 hours of sick accrued per month 10 paid holidays and 1 personal day per year Other Benefits: Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP): Employer paid 6% PERS retirement contribution (The county currently pays the employee's share of the retirement contribution.) OPSRP members get vested after five years of contributions or when they reach age 65 A Choice of Medical Plans that include chiropractic coverage, alternative care, vision, and prescription drug coverage A Choice of Dental Plans Robust EAP and wellness programs, including gym discounts and wellness education classes Longevity pay Other retirement Savings Options that allow for additional retirement funds savings, including an option to contribute a portion of employee earnings on a pre or post-tax basis to a 457b Deferred Compensation Plan A variety of additional optional benefits (see links below for additional information) This is a full time County position represented by the Employees' Association. Employees' Association (EA) Full Time Benefits Learn More About Benefits JOB DETAILS AND QUALIFICATIONS Clackamas County's Department of Finance seeks a highly motivated, detail-oriented accounting professional to join our Grants Financial Management Unit as an Accountant 2. This position will serves as the primary Grant liaison for an assigned portfolio of county departments and programs. The selected candidate will perform grant reporting, draws, and other complex transactions within the assigned portfolio. The Accountant 2 will monitor expenditures and revenues, provides advice on transactions, and assists with policy and process interpretation. This position requires strong analytical skills and the ability to communicate effectively orally and in writing. The selected candidate will need excellent customer service skills and the ability to design and use spreadsheets and maintain accurate and thorough files. Other regular duties may include: payment processing, grant fund drawdown, general ledger journal entries, financial records generation and maintenance, reconcile grant activities prepare federal financial reports, audit work-paper preparation, and various compliance tasks. The Grants Financial Management workgroup provides professional services to all county departments and agencies. These services include but are not limited to grants financial management, fiscal oversight, fiscal reporting, sub-recipient monitoring, and training. In addition, we compile the annual Schedule of Expenditures of Federal Awards (SEFA) and coordinate the annual audit of Federal grants. Required Minimum Qualifications/ Transferrable Skills:* A minimum of four (4) years of relevant experience with accounting or fiscal management that would provide the required knowledge and skills to perform the responsibilities of this position. Any combination of relevant education and/or training in a relevant discipline that would likely provide the required knowledge and skills may substitute for up to two (2) years of the required years of experience. Experience in grant accounting, including reporting, draws, and regulations Experience using accounting software in an integrated Financial Management Information System, preferably recent PeopleSoft financial applications experience Knowledge of Generally Accepted Accounting Principles (GAAP) Must pass a criminal history check which may include national or state fingerprint records check Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment. Learn more about the County's driving policy Preferred Special Qualifications/ Transferrable Skills:* A Bachelor's degree in Accounting from an accredited business college or university Intermediate-level skills in computer spreadsheets, word processing, and data entry (preferably MS-Excel and Word) Experience in government accounting Experience ensuring compliance with contracts and/or grant requirements *For Veterans qualified for Veteran's Preference: If you believe you have skills that would transfer well to this position and/or special qualifications that relate to this position, please list those skills and/or qualifications in the open-ended question at the end of the application and explain how those skills and/or qualifications relate to this position. TYPICAL TASKS Duties may include but are not limited to the following: Analyzes and monitors grant revenues and expenditures for compliance with state, federal, and county rules, laws, policies, and Generally Accepted Accounting Principles. Performs account reconciliations, draws, journal entries, and fiscal oversight; prepares supporting work papers, proofs, and schedules. Participates in the preparation of financial statements and reports; ensures general ledger accounts and reports accurately reflect the financial position of the assigned program. Assists with internal and external audits and reviews; examines, analyzes, and verifies documents and reports to ensure compliance to controls, professional standards, and applicable laws, rules, and policies; participates in audit resolution. May coordinate and review the work of lower-level professional and paraprofessional accounting staff. Responds as directed to auditors and other external organizations' information requests; presents work products to management and external parties. Other duties as assigned. REQUIRED KNOWLEDGE AND SKILLS Thorough knowledge of: Principles and practices of accounting and auditing; governmental accounting and budgeting procedures and operations; Generally Accepted Accounting Principles (GAAP); governmental fund accounting concepts; general office practices and procedures; techniques used to analyze activity and locate errors in accounting records. Working knowledge of: Computerized accounting systems and how they aid in compiling, maintaining, and using accounting information; general office practices and procedures; application and use of standard office equipment; general laws and rules regulating and influencing County fiscal operations; data processing as it relates to accounting records and applications. Skill to: Use accounting-related software and financial reporting systems; design, generate and reconcile accounting reports, statements, projections, and schedules; interpret and apply accounting and fiscal-related laws, ordinances, rules, regulations, policies, and procedures; prepare and maintain accurate reports, spreadsheets, and fiscal records; apply and adapt established accounting principles and procedures to a variety of County fiscal applications; analyze data from various sources, draw logical conclusions, and make appropriate recommendations; communicate professionally, clearly and concisely, both orally and in writing; establish and maintain effective working relationships with co-workers, managers, customers, and the general public. WORK SCHEDULE This position is included in the County's alternate workweek program, working 40 hours during a standard workweek of Monday through Thursday (Fridays off). Specific hours of work will be discussed with the candidate selected for this position at the time an offer of employment is extended. This position is eligible for hybrid on-site/telework subject to the Clackamas County Teleworking Policy and based on the Department's business needs. The exact amount of on-site/telework and schedule will be discussed with the hiring manager during time of offer. Telework locations cannot be located outside of Oregon or Washington. Washington residents must perform 50% of their time on-site at Clackamas County. EXPLORE CLACKAMAS COUNTY Clackamas County is in a prime location in the Portland, Oregon metropolitan area and is recognized nationally as one of the most livable areas in the United States. Located on the southern edge of the City of Portland and extending to the top of Mt. Hood, Clackamas County is part of a thriving region in the Northwest. It has a population of about 420,000 residents. Explore Clackamas County Working for Clackamas County Recreation, Arts & Heritage Equity, Diversity and Inclusion ABOUT THE DEPARTMENT The Department of Finance centers its mission on the values of accountability, customer service and integrity. Our team serves the public and internal customers by providing timely and accurate fiscal information, evaluating financial alternatives and coordinating among departments to meet the county's public service goals. We also manage the acquisition of county goods and services, and we maintain sound, healthy and accessible county buildings and other facilities, protecting the county's investment in our public spaces. The Finance Division provides accounts payable and accounts receivable, budget support, grants management, payroll services, and procurement and contract services to County departments and agencies. The Facilities Management Division provides accessible public buildings, maintains a healthful working environment in County facilities, and protect the County's investment in buildings and property. Learn more about Clackamas County Finance APPLICATION PROCESS Clackamas County only accepts online applications. Help With Your Application: Application Process Help with the Application If you have any questions or issues you may contact the Department of Human Resources at 503-655-8459 or e-mail us . Our office hours are Monday - Thursday 7:00 a.m. - 6:00 p.m. Pacific Time (closed on Fridays). HOW TO CLAIM VETERAN'S PREFERENCE Request Veterans' Preference Learn more about the County's Veterans' Preference VISA SPONSORSHIP Clackamas County does not offer visa sponsorships. Once a job applicant has accepted a position, they will be required to complete an I-9 and confirm authorization to work in the United States prior to their first day. EQUAL EMPLOYMENT OPPORTUNITY Clackamas County is an Equal Opportunity Employer. We value diversity, equity, and inclusion as essential elements that create and foster a welcoming workplace. All qualified persons will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, political affiliation, disability or any other factor unrelated to the essential functions of the job. If you wish to identify yourself as a qualified person with a disability under the Americans with Disabilities Act and would like to request an accommodation, please address the request to the Department of Human Resources prior to the recruitment close date. You may request an accommodation during the online application process. RECRUITING QUESTIONS? James Callahan, Recruiter JCallahan@clackamas.us To apply, visit https://hrapp.clackamas.us/psc/recruit/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&JobOpeningId=107145&PostingSeq=1&SiteId=1&languageCd=ENG&FOCUS=Applicant jeid-39b244e4e001eb4da90fc07310e77fa6
Full Time
Accountant 2 (Grants) Job ID: 107145 Location: Oregon City, Oregon Full/Part Time: Full Time Regular/Temporary:Regular CLACKAMAS COUNTY CORE VALUES Clackamas County employees work to serve the public and enrich our community. In that spirit, we pledge to hold ourselves to these standards at all times in our interactions with customers and one another: Service Professionalism Integrity Respect Individual accountability Trust By incorporating these values into our daily routines, we can better serve our customers, ourselves and our projects. We're always looking to improve. That's the Clackamas County SPIRIT. Clackamas County Core Values Clackamas County is committed to building a community where people thrive, have a sense of safety, connection, and belonging, so that everyone is honored and celebrated for the richness in diversity they bring. We encourage applicants of diverse backgrounds and lived experience to apply. CLOSE DATE This position will remain open until filled. Applications will be reviewed every Monday. We reserve the right to close this recruitment at any time on or after that date. PAY AND BENEFITS Annual Pay Range: $75,798.22 - $96,124.29 Hourly Pay Range: $36.441450 - $46.213599 Salary offers will be made within the posted pay range and will be based on a candidate's experience (paid or unpaid) that is directly relevant to the position. Clackamas County proudly offers an attractive compensation and benefits package, including competitive wages, cost-of-living adjustments, merit increases (for eligible employees), and a robust sick and vacation plan for regular status employees. We encourage and support employee health and wellness by offering, health and wellness classes and events, and alternative care benefits, so you can customize your wellness needs to fit your lifestyle. Employee benefits become effective the first of the month following an employee's date of hire. Attractive benefits package and incentives for employees in regular status positions are detailed below. Generous paid time off package, including: 12 hours of vacation accrued per month Eligible newly hired employees will have the one-time option to frontload their first year of vacation accruals in compliance with EPP 66 - Vacation Leave ! This means you have access to vacation time at time of hire. 8 hours of sick accrued per month 10 paid holidays and 1 personal day per year Other Benefits: Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP): Employer paid 6% PERS retirement contribution (The county currently pays the employee's share of the retirement contribution.) OPSRP members get vested after five years of contributions or when they reach age 65 A Choice of Medical Plans that include chiropractic coverage, alternative care, vision, and prescription drug coverage A Choice of Dental Plans Robust EAP and wellness programs, including gym discounts and wellness education classes Longevity pay Other retirement Savings Options that allow for additional retirement funds savings, including an option to contribute a portion of employee earnings on a pre or post-tax basis to a 457b Deferred Compensation Plan A variety of additional optional benefits (see links below for additional information) This is a full time County position represented by the Employees' Association. Employees' Association (EA) Full Time Benefits Learn More About Benefits JOB DETAILS AND QUALIFICATIONS Clackamas County's Department of Finance seeks a highly motivated, detail-oriented accounting professional to join our Grants Financial Management Unit as an Accountant 2. This position will serves as the primary Grant liaison for an assigned portfolio of county departments and programs. The selected candidate will perform grant reporting, draws, and other complex transactions within the assigned portfolio. The Accountant 2 will monitor expenditures and revenues, provides advice on transactions, and assists with policy and process interpretation. This position requires strong analytical skills and the ability to communicate effectively orally and in writing. The selected candidate will need excellent customer service skills and the ability to design and use spreadsheets and maintain accurate and thorough files. Other regular duties may include: payment processing, grant fund drawdown, general ledger journal entries, financial records generation and maintenance, reconcile grant activities prepare federal financial reports, audit work-paper preparation, and various compliance tasks. The Grants Financial Management workgroup provides professional services to all county departments and agencies. These services include but are not limited to grants financial management, fiscal oversight, fiscal reporting, sub-recipient monitoring, and training. In addition, we compile the annual Schedule of Expenditures of Federal Awards (SEFA) and coordinate the annual audit of Federal grants. Required Minimum Qualifications/ Transferrable Skills:* A minimum of four (4) years of relevant experience with accounting or fiscal management that would provide the required knowledge and skills to perform the responsibilities of this position. Any combination of relevant education and/or training in a relevant discipline that would likely provide the required knowledge and skills may substitute for up to two (2) years of the required years of experience. Experience in grant accounting, including reporting, draws, and regulations Experience using accounting software in an integrated Financial Management Information System, preferably recent PeopleSoft financial applications experience Knowledge of Generally Accepted Accounting Principles (GAAP) Must pass a criminal history check which may include national or state fingerprint records check Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment. Learn more about the County's driving policy Preferred Special Qualifications/ Transferrable Skills:* A Bachelor's degree in Accounting from an accredited business college or university Intermediate-level skills in computer spreadsheets, word processing, and data entry (preferably MS-Excel and Word) Experience in government accounting Experience ensuring compliance with contracts and/or grant requirements *For Veterans qualified for Veteran's Preference: If you believe you have skills that would transfer well to this position and/or special qualifications that relate to this position, please list those skills and/or qualifications in the open-ended question at the end of the application and explain how those skills and/or qualifications relate to this position. TYPICAL TASKS Duties may include but are not limited to the following: Analyzes and monitors grant revenues and expenditures for compliance with state, federal, and county rules, laws, policies, and Generally Accepted Accounting Principles. Performs account reconciliations, draws, journal entries, and fiscal oversight; prepares supporting work papers, proofs, and schedules. Participates in the preparation of financial statements and reports; ensures general ledger accounts and reports accurately reflect the financial position of the assigned program. Assists with internal and external audits and reviews; examines, analyzes, and verifies documents and reports to ensure compliance to controls, professional standards, and applicable laws, rules, and policies; participates in audit resolution. May coordinate and review the work of lower-level professional and paraprofessional accounting staff. Responds as directed to auditors and other external organizations' information requests; presents work products to management and external parties. Other duties as assigned. REQUIRED KNOWLEDGE AND SKILLS Thorough knowledge of: Principles and practices of accounting and auditing; governmental accounting and budgeting procedures and operations; Generally Accepted Accounting Principles (GAAP); governmental fund accounting concepts; general office practices and procedures; techniques used to analyze activity and locate errors in accounting records. Working knowledge of: Computerized accounting systems and how they aid in compiling, maintaining, and using accounting information; general office practices and procedures; application and use of standard office equipment; general laws and rules regulating and influencing County fiscal operations; data processing as it relates to accounting records and applications. Skill to: Use accounting-related software and financial reporting systems; design, generate and reconcile accounting reports, statements, projections, and schedules; interpret and apply accounting and fiscal-related laws, ordinances, rules, regulations, policies, and procedures; prepare and maintain accurate reports, spreadsheets, and fiscal records; apply and adapt established accounting principles and procedures to a variety of County fiscal applications; analyze data from various sources, draw logical conclusions, and make appropriate recommendations; communicate professionally, clearly and concisely, both orally and in writing; establish and maintain effective working relationships with co-workers, managers, customers, and the general public. WORK SCHEDULE This position is included in the County's alternate workweek program, working 40 hours during a standard workweek of Monday through Thursday (Fridays off). Specific hours of work will be discussed with the candidate selected for this position at the time an offer of employment is extended. This position is eligible for hybrid on-site/telework subject to the Clackamas County Teleworking Policy and based on the Department's business needs. The exact amount of on-site/telework and schedule will be discussed with the hiring manager during time of offer. Telework locations cannot be located outside of Oregon or Washington. Washington residents must perform 50% of their time on-site at Clackamas County. EXPLORE CLACKAMAS COUNTY Clackamas County is in a prime location in the Portland, Oregon metropolitan area and is recognized nationally as one of the most livable areas in the United States. Located on the southern edge of the City of Portland and extending to the top of Mt. Hood, Clackamas County is part of a thriving region in the Northwest. It has a population of about 420,000 residents. Explore Clackamas County Working for Clackamas County Recreation, Arts & Heritage Equity, Diversity and Inclusion ABOUT THE DEPARTMENT The Department of Finance centers its mission on the values of accountability, customer service and integrity. Our team serves the public and internal customers by providing timely and accurate fiscal information, evaluating financial alternatives and coordinating among departments to meet the county's public service goals. We also manage the acquisition of county goods and services, and we maintain sound, healthy and accessible county buildings and other facilities, protecting the county's investment in our public spaces. The Finance Division provides accounts payable and accounts receivable, budget support, grants management, payroll services, and procurement and contract services to County departments and agencies. The Facilities Management Division provides accessible public buildings, maintains a healthful working environment in County facilities, and protect the County's investment in buildings and property. Learn more about Clackamas County Finance APPLICATION PROCESS Clackamas County only accepts online applications. Help With Your Application: Application Process Help with the Application If you have any questions or issues you may contact the Department of Human Resources at 503-655-8459 or e-mail us . Our office hours are Monday - Thursday 7:00 a.m. - 6:00 p.m. Pacific Time (closed on Fridays). HOW TO CLAIM VETERAN'S PREFERENCE Request Veterans' Preference Learn more about the County's Veterans' Preference VISA SPONSORSHIP Clackamas County does not offer visa sponsorships. Once a job applicant has accepted a position, they will be required to complete an I-9 and confirm authorization to work in the United States prior to their first day. EQUAL EMPLOYMENT OPPORTUNITY Clackamas County is an Equal Opportunity Employer. We value diversity, equity, and inclusion as essential elements that create and foster a welcoming workplace. All qualified persons will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, political affiliation, disability or any other factor unrelated to the essential functions of the job. If you wish to identify yourself as a qualified person with a disability under the Americans with Disabilities Act and would like to request an accommodation, please address the request to the Department of Human Resources prior to the recruitment close date. You may request an accommodation during the online application process. RECRUITING QUESTIONS? James Callahan, Recruiter JCallahan@clackamas.us To apply, visit https://hrapp.clackamas.us/psc/recruit/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&JobOpeningId=107145&PostingSeq=1&SiteId=1&languageCd=ENG&FOCUS=Applicant jeid-39b244e4e001eb4da90fc07310e77fa6
Accountant 2 Job ID: 107127 Location: Oregon City, Oregon Full/Part Time: Full Time Regular/Temporary:Regular CLACKAMAS COUNTY CORE VALUES Clackamas County employees work to serve the public and enrich our community. In that spirit, we pledge to hold ourselves to these standards at all times in our interactions with customers and one another: Service Professionalism Integrity Respect Individual accountability Trust By incorporating these values into our daily routines, we can better serve our customers, ourselves and our projects. We're always looking to improve. That's the Clackamas County SPIRIT. Clackamas County Core Values Clackamas County is committed to building a community where people thrive, have a sense of safety, connection, and belonging, so that everyone is honored and celebrated for the richness in diversity they bring. We encourage applicants of diverse backgrounds and lived experience to apply. CLOSE DATE This position will remain open until filled. The first application review will be Thursday, August 17, 2023. We reserve the right to close this recruitment at any time on or after that date. PAY AND BENEFITS Annual Pay Range: $71,060.83 - $90,116.52 Hourly Pay Range: $36.441450 - $46.213599 Salary offers will be made within the posted pay range and will be based on a candidate's experience (paid or unpaid) that is directly relevant to the position. Clackamas County proudly offers an attractive compensation and benefits package, including competitive wages, cost-of-living adjustments, merit increases (for eligible employees), and a robust sick and vacation plan for regular status employees. We encourage and support employee health and wellness by offering, health and wellness classes and events, and alternative care benefits, so you can customize your wellness needs to fit your lifestyle. Employee benefits become effective the first of the month following an employee's date of hire. Attractive benefits package and incentives for employees in regular status positions are detailed below. Generous paid time off package, including: 12 hours of vacation accrued per month Eligible newly hired employees will have the one-time option to frontload their first year of vacation accruals in compliance with EPP 66 - Vacation Leave ! This means you have access to vacation time at time of hire. 8 hours of sick accrued per month 10 paid holidays and 1 personal day per year Other Benefits: Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP): Employer paid 6% PERS retirement contribution (The county currently pays the employee's share of the retirement contribution.) OPSRP members get vested after five years of contributions or when they reach age 65 A Choice of Medical Plans that include chiropractic coverage, alternative care, vision, and prescription drug coverage A Choice of Dental Plans Robust EAP and wellness programs, including gym discounts and wellness education classes Longevity pay Other retirement Savings Options that allow for additional retirement funds savings, including an option to contribute a portion of employee earnings on a pre or post-tax basis to a 457b Deferred Compensation Plan A variety of additional optional benefits (see links below for additional information) This is a full time County position represented by the Employees' Association. Employees' Association (EA) Full Time Benefits Learn More About Benefits JOB DETAILS AND QUALIFICATIONS The Clackamas County Treasurer's Office seeks a highly motivated, detail-oriented accounting professional to join our team as a full-time Accountant 2. This position will perform monthly reconciliation of multiple bank accounts, investments, and state pool investments using specific financial software. Other regular duties may include analyzing and projecting short-term cash requirements of the county, processing tax distribution to over 130 taxing districts generally ranging from $1.5 million to $700 million per month, reviewing daily postings into the general ledger for accuracy, and preparing adjusting journal entries. The Accountant 2 is the fully qualified professional level within the Accountant classification series. This position requires strong analytical, oral, and written communication and customer service skills and the ability to design and use electronic spreadsheets and maintain accurate and thorough files. Successful candidates in the Accountant classification will have the combination of knowledge, skills, and abilities to: Learn, understand, and interpret complex financial concepts Ensure compliance with contracts and grant requirements Formulate a problem-solving approach and carry problem-solving through to resolution Use sophisticated Enterprise Resource Planning (ERP) systems Represent the Treasurer's Office in a professional and customer-oriented manner Required Minimum Qualifications/ Transferrable Skills:* A minimum of four (4) years of relevant experience with accounting or fiscal management. Any combination of relevant education and/or training in a relevant discipline that would likely provide the required knowledge and skills may substitute for up to two (2) years of the required years of experience. Experience using accounting software programs in an integrated Financial Management Information System Experience in payment processing, general ledger journal entries, financial records generation and maintenance, assistance with federal financial reports, audit work-paper preparation and various compliance tasks Working knowledge of Generally Accepted Accounting Principles (GAAP) Knowledge of general ledger reconciliation process Knowledge of financial statement preparation Must pass a criminal history check which may include national or state fingerprint records check Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment. Learn more about the County's driving policy Preferred Special Qualifications/ Transferrable Skills:* Recent SAGE financial applications experience Experience in government accounting Working knowledge of Government Accounting Standards Board (GASB) Experience in local government/municipal accounting, including two or more years of the external audit process, preparation of financial statements *For Veterans qualified for Veteran's Preference: If you believe you have skills that would transfer well to this position and/or special qualifications that relate to this position, please list those skills and/or qualifications in the open-ended question at the end of the application and explain how those skills and/or qualifications relate to this position. TYPICAL TASKS Duties may include but are not limited to the following: Perform monthly reconciliation of multiple bank accounts, investments, and State pool investments using specific financial software. Prepare journal entries for maturing investments, coupon interest payments, and called or sold investments. Prepare correcting and reconciling journal entries. Maintain records of reconciliations and outstanding check registers. Process tax distribution to over 100 taxing districts or agencies generally ranging from $1.5 to over $700 million per month. Maintain a separate general ledger to facilitate compliance with Oregon Revised Statutes. Prepare and distribute reports to each agency. Prepare and distribute, quarterly, the County Assessment Function Funding Assistance (CAFFA) tax collections per applicable statutes. Reconcile collections on a monthly basis. Monitoring bank and pool accounts for electronic transfers from federal, state, and county agencies. Research via the internet, telephone, and inquiry of County staff for proper fund allocation for posting to the general ledger. Develop processes, accumulate information, and prepare reports measuring inter-departmental reporting efficiency to expected benchmarks. Work closely with departments to improve accuracy, efficiency, and resolve problems. Assists with external audits/reviews to ensure compliance with required county, state, federal, or grant program procedures and requirements; examines, analyzes, and verifies documents to ensure adherence to established controls and accepted professional standards. Analyze and project short-term cash requirements of the county. Determine cash balances necessary to fund operations and adjust the investment mix maximizing investment earnings. Develop and maintain electronic spreadsheet models. Reconcile daily cash invested with the state to comply with limitations imposed by Statute. With coworkers, maintain internal control logs for check stock, record deposit bags received from County departments, answer phone, and receive liens to be held in trust in accordance with Oregon Revised Statues. REQUIRED KNOWLEDGE AND SKILLS Thorough knowledge of: Principles and practices of accounting and auditing; governmental accounting and budgeting procedures and operations; Generally Accepted Accounting Principles (GAAP); Governmental Accounting Standards Board (GASB); governmental fund accounting concepts; general office practices and procedures; techniques used to locate errors in accounting records. Working knowledge of: Computerized accounting systems and how they aid in compiling, maintaining and using accounting information; general office practices and procedures; application and use of standard office equipment; general laws and rules regulating and influencing County fiscal operations; data processing as it relates to accounting records and applications. Skill to: Use accounting-related software and financial reporting systems; design, generate and reconcile accounting reports, statements, projections and schedules; interpret and apply accounting and fiscal-related laws, ordinances, rules, regulations, policies and procedures; prepare and maintain accurate reports, spreadsheets and fiscal records; apply and adapt established accounting principles and procedures to a variety of County fiscal applications; analyze data from various sources, draw logical conclusions, and make appropriate recommendations; communicate professionally, clearly and concisely, both orally and in writing; establish and maintain effective working relationships with co-workers, managers, customers, and the general public. WORK SCHEDULE This position is included in the County's alternate workweek program, working 37.5 hours during a standard workweek of Monday through Thursday (Fridays off). Specific hours of work will be discussed with the candidate selected for this position at the time an offer of employment is extended. This position is designated as on-site/in-person. It is expected that the selected candidate will perform duties at the specified on-site work location. EXPLORE CLACKAMAS COUNTY Clackamas County is in a prime location in the Portland, Oregon metropolitan area and is recognized nationally as one of the most livable areas in the United States. Located on the southern edge of the City of Portland and extending to the top of Mt. Hood, Clackamas County is part of a thriving region in the Northwest. It has a population of about 420,000 residents. Explore Clackamas County Working for Clackamas County Recreation, Arts & Heritage Equity, Diversity and Inclusion ABOUT THE DEPARTMENT The Mission of the Treasurer's office is to actively invest, account for, manage, distribute and safeguard the County's cash assets. The Clackamas County Treasurer is the Chief Investment Officer for the County. The Treasurer maintains bank accounts and accounts with the State Treasury Investment Pool and various banks. Funds are invested in accordance with the County's investment policy, assuring that adequate cash is available to meet the obligations of the County. Maintenance of all banking and investment custody agreements are performed by the Treasurer's office. This also includes maintenance of approximately 50 County and public trust accounts. The Treasurer's office has responsibility for all the cash management activities of the County, including but not limited to: reconciling functions for the 20 County bank accounts, distribution of all property tax collected by the County Assessor to the over 125 different taxing districts within the County, and payment card industry, data security standard (PCI DSS) compliance. The Treasurer participates in the issuance of County debt instruments in accordance with the County debt policy, makes debt service payments and assists with arbitrage calculations. The Treasurer's office and the Finance office are separate departments. The Treasurer is also the Internal Audit Administrator and has responsibility for managing the internal audit function in Clackamas County and managing the County's fraud, waste and abuse hotline. Learn more about Clackamas County Treasurer APPLICATION PROCESS Clackamas County only accepts online applications. Help With Your Application: Application Process Help with the Application If you have any questions or issues you may contact the Department of Human Resources at 503-655-8459 or e-mail us . Our office hours are Monday - Thursday 7:00 a.m. - 6:00 p.m. Pacific Time (closed on Fridays). HOW TO CLAIM VETERAN'S PREFERENCE Request Veterans' Preference Learn more about the County's Veterans' Preference VISA SPONSORSHIP Clackamas County does not offer visa sponsorships. Once a job applicant has accepted a position, they will be required to complete an I-9 and confirm authorization to work in the United States prior to their first day. EQUAL EMPLOYMENT OPPORTUNITY Clackamas County is an Equal Opportunity Employer. We value diversity, equity, and inclusion as essential elements that create and foster a welcoming workplace. All qualified persons will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, political affiliation, disability or any other factor unrelated to the essential functions of the job. If you wish to identify yourself as a qualified person with a disability under the Americans with Disabilities Act and would like to request an accommodation, please address the request to the Department of Human Resources prior to the recruitment close date. You may request an accommodation during the online application process. RECRUITING QUESTIONS? James Callahan, Recruiter JCallahan@clackamas.us To apply, visit https://hrapp.clackamas.us/psc/recruit/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&JobOpeningId=107127&PostingSeq=1&SiteId=1&languageCd=ENG&FOCUS=Applicant jeid-e12b12c44cca254c9a5d21ac4f4e5da0
Full Time
Accountant 2 Job ID: 107127 Location: Oregon City, Oregon Full/Part Time: Full Time Regular/Temporary:Regular CLACKAMAS COUNTY CORE VALUES Clackamas County employees work to serve the public and enrich our community. In that spirit, we pledge to hold ourselves to these standards at all times in our interactions with customers and one another: Service Professionalism Integrity Respect Individual accountability Trust By incorporating these values into our daily routines, we can better serve our customers, ourselves and our projects. We're always looking to improve. That's the Clackamas County SPIRIT. Clackamas County Core Values Clackamas County is committed to building a community where people thrive, have a sense of safety, connection, and belonging, so that everyone is honored and celebrated for the richness in diversity they bring. We encourage applicants of diverse backgrounds and lived experience to apply. CLOSE DATE This position will remain open until filled. The first application review will be Thursday, August 17, 2023. We reserve the right to close this recruitment at any time on or after that date. PAY AND BENEFITS Annual Pay Range: $71,060.83 - $90,116.52 Hourly Pay Range: $36.441450 - $46.213599 Salary offers will be made within the posted pay range and will be based on a candidate's experience (paid or unpaid) that is directly relevant to the position. Clackamas County proudly offers an attractive compensation and benefits package, including competitive wages, cost-of-living adjustments, merit increases (for eligible employees), and a robust sick and vacation plan for regular status employees. We encourage and support employee health and wellness by offering, health and wellness classes and events, and alternative care benefits, so you can customize your wellness needs to fit your lifestyle. Employee benefits become effective the first of the month following an employee's date of hire. Attractive benefits package and incentives for employees in regular status positions are detailed below. Generous paid time off package, including: 12 hours of vacation accrued per month Eligible newly hired employees will have the one-time option to frontload their first year of vacation accruals in compliance with EPP 66 - Vacation Leave ! This means you have access to vacation time at time of hire. 8 hours of sick accrued per month 10 paid holidays and 1 personal day per year Other Benefits: Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP): Employer paid 6% PERS retirement contribution (The county currently pays the employee's share of the retirement contribution.) OPSRP members get vested after five years of contributions or when they reach age 65 A Choice of Medical Plans that include chiropractic coverage, alternative care, vision, and prescription drug coverage A Choice of Dental Plans Robust EAP and wellness programs, including gym discounts and wellness education classes Longevity pay Other retirement Savings Options that allow for additional retirement funds savings, including an option to contribute a portion of employee earnings on a pre or post-tax basis to a 457b Deferred Compensation Plan A variety of additional optional benefits (see links below for additional information) This is a full time County position represented by the Employees' Association. Employees' Association (EA) Full Time Benefits Learn More About Benefits JOB DETAILS AND QUALIFICATIONS The Clackamas County Treasurer's Office seeks a highly motivated, detail-oriented accounting professional to join our team as a full-time Accountant 2. This position will perform monthly reconciliation of multiple bank accounts, investments, and state pool investments using specific financial software. Other regular duties may include analyzing and projecting short-term cash requirements of the county, processing tax distribution to over 130 taxing districts generally ranging from $1.5 million to $700 million per month, reviewing daily postings into the general ledger for accuracy, and preparing adjusting journal entries. The Accountant 2 is the fully qualified professional level within the Accountant classification series. This position requires strong analytical, oral, and written communication and customer service skills and the ability to design and use electronic spreadsheets and maintain accurate and thorough files. Successful candidates in the Accountant classification will have the combination of knowledge, skills, and abilities to: Learn, understand, and interpret complex financial concepts Ensure compliance with contracts and grant requirements Formulate a problem-solving approach and carry problem-solving through to resolution Use sophisticated Enterprise Resource Planning (ERP) systems Represent the Treasurer's Office in a professional and customer-oriented manner Required Minimum Qualifications/ Transferrable Skills:* A minimum of four (4) years of relevant experience with accounting or fiscal management. Any combination of relevant education and/or training in a relevant discipline that would likely provide the required knowledge and skills may substitute for up to two (2) years of the required years of experience. Experience using accounting software programs in an integrated Financial Management Information System Experience in payment processing, general ledger journal entries, financial records generation and maintenance, assistance with federal financial reports, audit work-paper preparation and various compliance tasks Working knowledge of Generally Accepted Accounting Principles (GAAP) Knowledge of general ledger reconciliation process Knowledge of financial statement preparation Must pass a criminal history check which may include national or state fingerprint records check Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment. Learn more about the County's driving policy Preferred Special Qualifications/ Transferrable Skills:* Recent SAGE financial applications experience Experience in government accounting Working knowledge of Government Accounting Standards Board (GASB) Experience in local government/municipal accounting, including two or more years of the external audit process, preparation of financial statements *For Veterans qualified for Veteran's Preference: If you believe you have skills that would transfer well to this position and/or special qualifications that relate to this position, please list those skills and/or qualifications in the open-ended question at the end of the application and explain how those skills and/or qualifications relate to this position. TYPICAL TASKS Duties may include but are not limited to the following: Perform monthly reconciliation of multiple bank accounts, investments, and State pool investments using specific financial software. Prepare journal entries for maturing investments, coupon interest payments, and called or sold investments. Prepare correcting and reconciling journal entries. Maintain records of reconciliations and outstanding check registers. Process tax distribution to over 100 taxing districts or agencies generally ranging from $1.5 to over $700 million per month. Maintain a separate general ledger to facilitate compliance with Oregon Revised Statutes. Prepare and distribute reports to each agency. Prepare and distribute, quarterly, the County Assessment Function Funding Assistance (CAFFA) tax collections per applicable statutes. Reconcile collections on a monthly basis. Monitoring bank and pool accounts for electronic transfers from federal, state, and county agencies. Research via the internet, telephone, and inquiry of County staff for proper fund allocation for posting to the general ledger. Develop processes, accumulate information, and prepare reports measuring inter-departmental reporting efficiency to expected benchmarks. Work closely with departments to improve accuracy, efficiency, and resolve problems. Assists with external audits/reviews to ensure compliance with required county, state, federal, or grant program procedures and requirements; examines, analyzes, and verifies documents to ensure adherence to established controls and accepted professional standards. Analyze and project short-term cash requirements of the county. Determine cash balances necessary to fund operations and adjust the investment mix maximizing investment earnings. Develop and maintain electronic spreadsheet models. Reconcile daily cash invested with the state to comply with limitations imposed by Statute. With coworkers, maintain internal control logs for check stock, record deposit bags received from County departments, answer phone, and receive liens to be held in trust in accordance with Oregon Revised Statues. REQUIRED KNOWLEDGE AND SKILLS Thorough knowledge of: Principles and practices of accounting and auditing; governmental accounting and budgeting procedures and operations; Generally Accepted Accounting Principles (GAAP); Governmental Accounting Standards Board (GASB); governmental fund accounting concepts; general office practices and procedures; techniques used to locate errors in accounting records. Working knowledge of: Computerized accounting systems and how they aid in compiling, maintaining and using accounting information; general office practices and procedures; application and use of standard office equipment; general laws and rules regulating and influencing County fiscal operations; data processing as it relates to accounting records and applications. Skill to: Use accounting-related software and financial reporting systems; design, generate and reconcile accounting reports, statements, projections and schedules; interpret and apply accounting and fiscal-related laws, ordinances, rules, regulations, policies and procedures; prepare and maintain accurate reports, spreadsheets and fiscal records; apply and adapt established accounting principles and procedures to a variety of County fiscal applications; analyze data from various sources, draw logical conclusions, and make appropriate recommendations; communicate professionally, clearly and concisely, both orally and in writing; establish and maintain effective working relationships with co-workers, managers, customers, and the general public. WORK SCHEDULE This position is included in the County's alternate workweek program, working 37.5 hours during a standard workweek of Monday through Thursday (Fridays off). Specific hours of work will be discussed with the candidate selected for this position at the time an offer of employment is extended. This position is designated as on-site/in-person. It is expected that the selected candidate will perform duties at the specified on-site work location. EXPLORE CLACKAMAS COUNTY Clackamas County is in a prime location in the Portland, Oregon metropolitan area and is recognized nationally as one of the most livable areas in the United States. Located on the southern edge of the City of Portland and extending to the top of Mt. Hood, Clackamas County is part of a thriving region in the Northwest. It has a population of about 420,000 residents. Explore Clackamas County Working for Clackamas County Recreation, Arts & Heritage Equity, Diversity and Inclusion ABOUT THE DEPARTMENT The Mission of the Treasurer's office is to actively invest, account for, manage, distribute and safeguard the County's cash assets. The Clackamas County Treasurer is the Chief Investment Officer for the County. The Treasurer maintains bank accounts and accounts with the State Treasury Investment Pool and various banks. Funds are invested in accordance with the County's investment policy, assuring that adequate cash is available to meet the obligations of the County. Maintenance of all banking and investment custody agreements are performed by the Treasurer's office. This also includes maintenance of approximately 50 County and public trust accounts. The Treasurer's office has responsibility for all the cash management activities of the County, including but not limited to: reconciling functions for the 20 County bank accounts, distribution of all property tax collected by the County Assessor to the over 125 different taxing districts within the County, and payment card industry, data security standard (PCI DSS) compliance. The Treasurer participates in the issuance of County debt instruments in accordance with the County debt policy, makes debt service payments and assists with arbitrage calculations. The Treasurer's office and the Finance office are separate departments. The Treasurer is also the Internal Audit Administrator and has responsibility for managing the internal audit function in Clackamas County and managing the County's fraud, waste and abuse hotline. Learn more about Clackamas County Treasurer APPLICATION PROCESS Clackamas County only accepts online applications. Help With Your Application: Application Process Help with the Application If you have any questions or issues you may contact the Department of Human Resources at 503-655-8459 or e-mail us . Our office hours are Monday - Thursday 7:00 a.m. - 6:00 p.m. Pacific Time (closed on Fridays). HOW TO CLAIM VETERAN'S PREFERENCE Request Veterans' Preference Learn more about the County's Veterans' Preference VISA SPONSORSHIP Clackamas County does not offer visa sponsorships. Once a job applicant has accepted a position, they will be required to complete an I-9 and confirm authorization to work in the United States prior to their first day. EQUAL EMPLOYMENT OPPORTUNITY Clackamas County is an Equal Opportunity Employer. We value diversity, equity, and inclusion as essential elements that create and foster a welcoming workplace. All qualified persons will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, political affiliation, disability or any other factor unrelated to the essential functions of the job. If you wish to identify yourself as a qualified person with a disability under the Americans with Disabilities Act and would like to request an accommodation, please address the request to the Department of Human Resources prior to the recruitment close date. You may request an accommodation during the online application process. RECRUITING QUESTIONS? James Callahan, Recruiter JCallahan@clackamas.us To apply, visit https://hrapp.clackamas.us/psc/recruit/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&JobOpeningId=107127&PostingSeq=1&SiteId=1&languageCd=ENG&FOCUS=Applicant jeid-e12b12c44cca254c9a5d21ac4f4e5da0
ARPA Accountant (Limited-Term) Job ID: 107077 Location: Oregon City, Oregon Full/Part Time: Full Time Regular/Temporary:Limited Term CLACKAMAS COUNTY CORE VALUES Clackamas County employees work to serve the public and enrich our community. In that spirit, we pledge to hold ourselves to these standards at all times in our interactions with customers and one another: Service Professionalism Integrity Respect Individual accountability Trust By incorporating these values into our daily routines, we can better serve our customers, ourselves and our projects. We're always looking to improve. That's the Clackamas County SPIRIT. Clackamas County Core Values Clackamas County is committed to building a community where people thrive, have a sense of safety, connection, and belonging, so that everyone is honored and celebrated for the richness in diversity they bring. We encourage applicants of diverse backgrounds and lived experience to apply. CLOSE DATE This position will remain open until filled. Applications will be reviewed every Monday. We reserve the right to close this recruitment at any time on or after that date. Note : Funding for this position is contingent upon ongoing grant funding. It is anticipated that funding for this position will be for a time period up to 36 months or until the county's ARPA funds are fully expended and reporting completed. PAY AND BENEFITS Annual Pay Range: $79,493.86 - $100,646.63 Hourly Pay Range: $38.218203 - $48.387801 Salary offers will be made within the posted pay range and will be based on a candidate's experience (paid or unpaid) that is directly relevant to the position. Clackamas County proudly offers an attractive compensation and benefits package, including competitive wages, cost-of-living adjustments, merit increases (for eligible employees), and a robust sick and vacation plan for regular status employees. We encourage and support employee health and wellness by offering, health and wellness classes and events, and alternative care benefits, so you can customize your wellness needs to fit your lifestyle. Employee benefits become effective the first of the month following an employee's date of hire. Attractive benefits package and incentives for employees in regular status positions are detailed below. Generous paid time off package, including: 12 hours of vacation accrued per month 8 hours of sick accrued per month 10 paid holidays and 1 personal day per year Other Benefits: Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP): Employer paid 6% PERS retirement contribution (The county currently pays the employee's share of the retirement contribution.) OPSRP members get vested after five years of contributions or when they reach age 65 A Choice of Medical Plans that include chiropractic coverage, alternative care, vision, and prescription drug coverage A Choice of Dental Plans Robust EAP and wellness programs, including gym discounts and wellness education classes Longevity pay Other retirement Savings Options that allow for additional retirement funds savings, including an option to contribute a portion of employee earnings on a pre or post-tax basis to a 457b Deferred Compensation Plan A variety of additional optional benefits (see links below for additional information) This is a full time County position represented by the Employees' Association. Employees' Association (EA) Full Time Benefits Learn More About Benefits JOB DETAILS AND QUALIFICATIONS Clackamas County's Department of Finance seeks an experienced accounting professional to join our Finance Department in a limited-term role as the ARPA Accountant. The purpose of this position is to lead the county's fiscal reporting and monitoring requirements and help coordinate the program requirements of $81 million in federal funds received through the American Rescue Plan Act (ARPA). The selected candidate will perform all accounting transactions related to county programs funded by the ARPA grant. Unique and complicated laws, regulations, policies, and procedures govern these programs. The ARPA Accountant will prepare complex and highly visible fiscal reports and account reconciliations where errors or work discrepancies may significantly impact the county. The position will also be responsible for monitoring spending and encumbrances and ensuring expenditures are recorded accurately and are aligned with the funding requirements prescribed in the grant. Our Financial Accounting & Reporting program is to provide financial reporting, general ledger, and grants management services to the county and county departments so they can have timely and accurate financial reports to make informed decisions. Required Minimum Qualifications/ Transferrable Skills:* A minimum of five (5) years of progressively responsible advanced level accounting/auditing experience in a professional setting Any combination of relevant education and/or training in a relevant discipline that would likely provide the required knowledge and skills, may substitute for up to one (1) year of the required years of experience Experience with governmental accounting and budgeting procedures and operations Experience ensuring compliance with contracts and/or grant requirements Thorough knowledge of Generally Accepted Accounting Principles (GAAP) and Government Accounting Standards Board (GASB) Effective communication skills Must pass a criminal history check which may include national or state fingerprint records check Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment. Learn more about the County's driving policy Preferred Special Qualifications/ Transferrable Skills:* Possession of an active Certified Public Accountant (CPA) license, in good standing Advanced government level professional accounting, financial analysis and reporting, and audit experience Experience performing audits of local governments Experience auditing, analyzing and evaluating financial records, internal controls, policies and procedures Experience implementing GASB Standards *For Veterans qualified for Veteran's Preference: If you believe you have skills that would transfer well to this position and/or special qualifications that relate to this position, please list those skills and/or qualifications in the open-ended question at the end of the application and explain how those skills and/or qualifications relate to this position. TYPICAL TASKS Duties may include but are not limited to the following: Perform highly complex accounting transactions, fiscal oversight, account reconciliations, and general ledger functions that are guided by new and frequently changing Federal laws and regulations. Reviews, interprets and applies these laws and regulations to determine the financial impact on the County programs receiving funding. Prepares extensive reports, exhibits, and other supporting documents that detail the County's compliance with appropriate laws, grant requirements, and recommendations. Recommends solutions to senior managers regarding unusual or questionable financial accounting and reporting. Prepares and submits quarterly expenditure report. Independently prepares, monitors, and audits plans for County programs and makes recommendations to senior managers. Serves as a subject matter expert to senior management seeking guidance on allowable activities that comply with relevant laws and regulations. Analyzes data and full range of fiscal records, systems, policies, and procedures and recommends modifications when appropriate. Presents financial reports to advisory boards and committees. Monitors spend and encumbrances to help ensure the County is meeting deadlines as prescribed by the grant. Other duties as assigned. REQUIRED KNOWLEDGE AND SKILLS Thorough knowledge of: The principles and practices of financial reporting, auditing and internal controls; governmental accounting and budgeting procedures and operations; Generally Accepted Accounting Principles (GAAP); Governmental Accounting Standards (GASB statements); techniques used to locate errors in accounting records; computerized accounting systems and how they aid in compiling, maintaining and using accounting information; public sector accounting needs; general laws and rules regulating and influencing County fiscal operations; data processing as it relates to accounting records and applications; general office practices and procedures; application and use of standard office equipment. Skill to: Research technical accounting guidelines and literature to determine applicability; use accounting-related software and financial reporting systems; develop complex financial reports; design, generate and reconcile accounting reports, statements, projections and schedules; interpret and apply accounting and fiscal-related laws, ordinances, rules, regulations, policies and procedures; prepare and maintain accurate reports, spreadsheets and fiscal records; apply and adapt established accounting principles and procedures to a variety of County fiscal applications; apply mathematical and statistical analysis to data from various sources, draw logical conclusions and make appropriate recommendations; lead the work of professional accounting staff; communicate professionally, clearly and concisely, both orally and in writing; establish and maintain effective working relationships with co-workers, managers, customers and the general public. WORK SCHEDULE This position is included in the County's alternate workweek program, working 40 hours during a standard workweek of Monday through Thursday (Fridays off). Specific hours of work will be discussed with the candidate selected for this position at the time an offer of employment is extended. This position is eligible for hybrid on-site/telework subject to the Clackamas County Teleworking Policy and based on the Department's business needs. The exact amount of on-site/telework and schedule will be discussed with the hiring manager during time of offer. Telework locations cannot be located outside of Oregon or Washington. Washington residents must perform 50% of their time on-site at Clackamas County. EXPLORE CLACKAMAS COUNTY Clackamas County is in a prime location in the Portland, Oregon metropolitan area and is recognized nationally as one of the most livable areas in the United States. Located on the southern edge of the City of Portland and extending to the top of Mt. Hood, Clackamas County is part of a thriving region in the Northwest. It has a population of about 420,000 residents. Explore Clackamas County Working for Clackamas County Recreation, Arts & Heritage Equity, Diversity and Inclusion ABOUT THE DEPARTMENT The Department of Finance centers its mission on the values of accountability, customer service and integrity. Our team serves the public and internal customers by providing timely and accurate fiscal information, evaluating financial alternatives and coordinating among departments to meet the county's public service goals. We also manage the acquisition of county goods and services, and we maintain sound, healthy and accessible county buildings and other facilities, protecting the county's investment in our public spaces. The Finance Division provides accounts payable and accounts receivable, budget support, grants management, payroll services, and procurement and contract services to County departments and agencies. The Facilities Management Division provides accessible public buildings, maintains a healthful working environment in County facilities, and protect the County's investment in buildings and property. Learn more about Clackamas County Finance APPLICATION PROCESS Clackamas County only accepts online applications. Help With Your Application: Application Process Help with the Application If you have any questions or issues you may contact the Department of Human Resources at 503-655-8459 or e-mail us . Our office hours are Monday - Thursday 7:00 a.m. - 6:00 p.m. Pacific Time (closed on Fridays). HOW TO CLAIM VETERAN'S PREFERENCE Request Veterans' Preference Learn more about the County's Veterans' Preference VISA SPONSORSHIP Clackamas County does not offer visa sponsorships. Once a job applicant has accepted a position, they will be required to complete an I-9 and confirm authorization to work in the United States prior to their first day. EQUAL EMPLOYMENT OPPORTUNITY Clackamas County is an Equal Opportunity Employer. We value diversity, equity, and inclusion as essential elements that create and foster a welcoming workplace. All qualified persons will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, political affiliation, disability or any other factor unrelated to the essential functions of the job. If you wish to identify yourself as a qualified person with a disability under the Americans with Disabilities Act and would like to request an accommodation, please address the request to the Department of Human Resources prior to the recruitment close date. You may request an accommodation during the online application process. RECRUITING QUESTIONS? James Callahan, Recruiter JCallahan@clackamas.us To apply, visit https://hrapp.clackamas.us/psc/recruit/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&JobOpeningId=107077&PostingSeq=1&SiteId=1&languageCd=ENG&FOCUS=Applicant jeid-ba08af8772efdb4bb81fc23b76811555
Full Time
ARPA Accountant (Limited-Term) Job ID: 107077 Location: Oregon City, Oregon Full/Part Time: Full Time Regular/Temporary:Limited Term CLACKAMAS COUNTY CORE VALUES Clackamas County employees work to serve the public and enrich our community. In that spirit, we pledge to hold ourselves to these standards at all times in our interactions with customers and one another: Service Professionalism Integrity Respect Individual accountability Trust By incorporating these values into our daily routines, we can better serve our customers, ourselves and our projects. We're always looking to improve. That's the Clackamas County SPIRIT. Clackamas County Core Values Clackamas County is committed to building a community where people thrive, have a sense of safety, connection, and belonging, so that everyone is honored and celebrated for the richness in diversity they bring. We encourage applicants of diverse backgrounds and lived experience to apply. CLOSE DATE This position will remain open until filled. Applications will be reviewed every Monday. We reserve the right to close this recruitment at any time on or after that date. Note : Funding for this position is contingent upon ongoing grant funding. It is anticipated that funding for this position will be for a time period up to 36 months or until the county's ARPA funds are fully expended and reporting completed. PAY AND BENEFITS Annual Pay Range: $79,493.86 - $100,646.63 Hourly Pay Range: $38.218203 - $48.387801 Salary offers will be made within the posted pay range and will be based on a candidate's experience (paid or unpaid) that is directly relevant to the position. Clackamas County proudly offers an attractive compensation and benefits package, including competitive wages, cost-of-living adjustments, merit increases (for eligible employees), and a robust sick and vacation plan for regular status employees. We encourage and support employee health and wellness by offering, health and wellness classes and events, and alternative care benefits, so you can customize your wellness needs to fit your lifestyle. Employee benefits become effective the first of the month following an employee's date of hire. Attractive benefits package and incentives for employees in regular status positions are detailed below. Generous paid time off package, including: 12 hours of vacation accrued per month 8 hours of sick accrued per month 10 paid holidays and 1 personal day per year Other Benefits: Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP): Employer paid 6% PERS retirement contribution (The county currently pays the employee's share of the retirement contribution.) OPSRP members get vested after five years of contributions or when they reach age 65 A Choice of Medical Plans that include chiropractic coverage, alternative care, vision, and prescription drug coverage A Choice of Dental Plans Robust EAP and wellness programs, including gym discounts and wellness education classes Longevity pay Other retirement Savings Options that allow for additional retirement funds savings, including an option to contribute a portion of employee earnings on a pre or post-tax basis to a 457b Deferred Compensation Plan A variety of additional optional benefits (see links below for additional information) This is a full time County position represented by the Employees' Association. Employees' Association (EA) Full Time Benefits Learn More About Benefits JOB DETAILS AND QUALIFICATIONS Clackamas County's Department of Finance seeks an experienced accounting professional to join our Finance Department in a limited-term role as the ARPA Accountant. The purpose of this position is to lead the county's fiscal reporting and monitoring requirements and help coordinate the program requirements of $81 million in federal funds received through the American Rescue Plan Act (ARPA). The selected candidate will perform all accounting transactions related to county programs funded by the ARPA grant. Unique and complicated laws, regulations, policies, and procedures govern these programs. The ARPA Accountant will prepare complex and highly visible fiscal reports and account reconciliations where errors or work discrepancies may significantly impact the county. The position will also be responsible for monitoring spending and encumbrances and ensuring expenditures are recorded accurately and are aligned with the funding requirements prescribed in the grant. Our Financial Accounting & Reporting program is to provide financial reporting, general ledger, and grants management services to the county and county departments so they can have timely and accurate financial reports to make informed decisions. Required Minimum Qualifications/ Transferrable Skills:* A minimum of five (5) years of progressively responsible advanced level accounting/auditing experience in a professional setting Any combination of relevant education and/or training in a relevant discipline that would likely provide the required knowledge and skills, may substitute for up to one (1) year of the required years of experience Experience with governmental accounting and budgeting procedures and operations Experience ensuring compliance with contracts and/or grant requirements Thorough knowledge of Generally Accepted Accounting Principles (GAAP) and Government Accounting Standards Board (GASB) Effective communication skills Must pass a criminal history check which may include national or state fingerprint records check Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment. Learn more about the County's driving policy Preferred Special Qualifications/ Transferrable Skills:* Possession of an active Certified Public Accountant (CPA) license, in good standing Advanced government level professional accounting, financial analysis and reporting, and audit experience Experience performing audits of local governments Experience auditing, analyzing and evaluating financial records, internal controls, policies and procedures Experience implementing GASB Standards *For Veterans qualified for Veteran's Preference: If you believe you have skills that would transfer well to this position and/or special qualifications that relate to this position, please list those skills and/or qualifications in the open-ended question at the end of the application and explain how those skills and/or qualifications relate to this position. TYPICAL TASKS Duties may include but are not limited to the following: Perform highly complex accounting transactions, fiscal oversight, account reconciliations, and general ledger functions that are guided by new and frequently changing Federal laws and regulations. Reviews, interprets and applies these laws and regulations to determine the financial impact on the County programs receiving funding. Prepares extensive reports, exhibits, and other supporting documents that detail the County's compliance with appropriate laws, grant requirements, and recommendations. Recommends solutions to senior managers regarding unusual or questionable financial accounting and reporting. Prepares and submits quarterly expenditure report. Independently prepares, monitors, and audits plans for County programs and makes recommendations to senior managers. Serves as a subject matter expert to senior management seeking guidance on allowable activities that comply with relevant laws and regulations. Analyzes data and full range of fiscal records, systems, policies, and procedures and recommends modifications when appropriate. Presents financial reports to advisory boards and committees. Monitors spend and encumbrances to help ensure the County is meeting deadlines as prescribed by the grant. Other duties as assigned. REQUIRED KNOWLEDGE AND SKILLS Thorough knowledge of: The principles and practices of financial reporting, auditing and internal controls; governmental accounting and budgeting procedures and operations; Generally Accepted Accounting Principles (GAAP); Governmental Accounting Standards (GASB statements); techniques used to locate errors in accounting records; computerized accounting systems and how they aid in compiling, maintaining and using accounting information; public sector accounting needs; general laws and rules regulating and influencing County fiscal operations; data processing as it relates to accounting records and applications; general office practices and procedures; application and use of standard office equipment. Skill to: Research technical accounting guidelines and literature to determine applicability; use accounting-related software and financial reporting systems; develop complex financial reports; design, generate and reconcile accounting reports, statements, projections and schedules; interpret and apply accounting and fiscal-related laws, ordinances, rules, regulations, policies and procedures; prepare and maintain accurate reports, spreadsheets and fiscal records; apply and adapt established accounting principles and procedures to a variety of County fiscal applications; apply mathematical and statistical analysis to data from various sources, draw logical conclusions and make appropriate recommendations; lead the work of professional accounting staff; communicate professionally, clearly and concisely, both orally and in writing; establish and maintain effective working relationships with co-workers, managers, customers and the general public. WORK SCHEDULE This position is included in the County's alternate workweek program, working 40 hours during a standard workweek of Monday through Thursday (Fridays off). Specific hours of work will be discussed with the candidate selected for this position at the time an offer of employment is extended. This position is eligible for hybrid on-site/telework subject to the Clackamas County Teleworking Policy and based on the Department's business needs. The exact amount of on-site/telework and schedule will be discussed with the hiring manager during time of offer. Telework locations cannot be located outside of Oregon or Washington. Washington residents must perform 50% of their time on-site at Clackamas County. EXPLORE CLACKAMAS COUNTY Clackamas County is in a prime location in the Portland, Oregon metropolitan area and is recognized nationally as one of the most livable areas in the United States. Located on the southern edge of the City of Portland and extending to the top of Mt. Hood, Clackamas County is part of a thriving region in the Northwest. It has a population of about 420,000 residents. Explore Clackamas County Working for Clackamas County Recreation, Arts & Heritage Equity, Diversity and Inclusion ABOUT THE DEPARTMENT The Department of Finance centers its mission on the values of accountability, customer service and integrity. Our team serves the public and internal customers by providing timely and accurate fiscal information, evaluating financial alternatives and coordinating among departments to meet the county's public service goals. We also manage the acquisition of county goods and services, and we maintain sound, healthy and accessible county buildings and other facilities, protecting the county's investment in our public spaces. The Finance Division provides accounts payable and accounts receivable, budget support, grants management, payroll services, and procurement and contract services to County departments and agencies. The Facilities Management Division provides accessible public buildings, maintains a healthful working environment in County facilities, and protect the County's investment in buildings and property. Learn more about Clackamas County Finance APPLICATION PROCESS Clackamas County only accepts online applications. Help With Your Application: Application Process Help with the Application If you have any questions or issues you may contact the Department of Human Resources at 503-655-8459 or e-mail us . Our office hours are Monday - Thursday 7:00 a.m. - 6:00 p.m. Pacific Time (closed on Fridays). HOW TO CLAIM VETERAN'S PREFERENCE Request Veterans' Preference Learn more about the County's Veterans' Preference VISA SPONSORSHIP Clackamas County does not offer visa sponsorships. Once a job applicant has accepted a position, they will be required to complete an I-9 and confirm authorization to work in the United States prior to their first day. EQUAL EMPLOYMENT OPPORTUNITY Clackamas County is an Equal Opportunity Employer. We value diversity, equity, and inclusion as essential elements that create and foster a welcoming workplace. All qualified persons will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, political affiliation, disability or any other factor unrelated to the essential functions of the job. If you wish to identify yourself as a qualified person with a disability under the Americans with Disabilities Act and would like to request an accommodation, please address the request to the Department of Human Resources prior to the recruitment close date. You may request an accommodation during the online application process. RECRUITING QUESTIONS? James Callahan, Recruiter JCallahan@clackamas.us To apply, visit https://hrapp.clackamas.us/psc/recruit/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&JobOpeningId=107077&PostingSeq=1&SiteId=1&languageCd=ENG&FOCUS=Applicant jeid-ba08af8772efdb4bb81fc23b76811555
Senior Accountant Job ID: 107056 Location: Oregon City, Oregon Full/Part Time: Full Time Regular/Temporary:Regular CLACKAMAS COUNTY CORE VALUES Clackamas County employees work to serve the public and enrich our community. In that spirit, we pledge to hold ourselves to these standards at all times in our interactions with customers and one another: Service Professionalism Integrity Respect Individual accountability Trust By incorporating these values into our daily routines, we can better serve our customers, ourselves and our projects. We're always looking to improve. That's the Clackamas County SPIRIT. Clackamas County Core Values Clackamas County is committed to building a community where people thrive, have a sense of safety, connection, and belonging, so that everyone is honored and celebrated for the richness in diversity they bring. We encourage applicants of diverse backgrounds and lived experience to apply. CLOSE DATE This position will remain open until filled. The first application review will be Monday, July 10, 2023. We reserve the right to close this recruitment at any time on or after that date. PAY AND BENEFITS Annual Pay Range: $74,525.49- $94,356.21 Hourly Pay Range: $38.218202 - $48.387801 The listed salary range reflects a 4.5% Cost of Living Adjustment (COLA) effective July 1, 2023. Salary offers will be made within the posted pay range and will be based on a candidate's experience (paid or unpaid) that is directly relevant to the position. Clackamas County proudly offers an attractive compensation and benefits package, including competitive wages, cost-of-living adjustments, merit increases (for eligible employees), and a robust sick and vacation plan for regular status employees. We encourage and support employee health and wellness by offering, health and wellness classes and events, and alternative care benefits, so you can customize your wellness needs to fit your lifestyle. Employee benefits become effective the first of the month following an employee's date of hire. Attractive benefits package and incentives for employees in regular status positions include: Generous paid time off package, including: 12 hours of vacation accrued per month 8 hours of sick accrued per month 10 paid holidays and 1 personal day per year Other Benefits: Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP): Employer paid 6% PERS retirement contribution (The county currently pays the employee's share of the retirement contribution.) OPSRP members get vested after five years of contributions or when they reach age 65 A Choice of Medical Plans that include chiropractic coverage, alternative care, vision, and prescription drug coverage A Choice of Dental Plans Robust EAP and wellness programs, including gym discounts and wellness education classes Longevity pay Other retirement Savings Options that allow for additional retirement funds savings, including an option to contribute a portion of employee earnings on a pre or post-tax basis to a 457b Deferred Compensation Plan A variety of additional optional benefits (see links below for additional information) This is a full time County position represented by the Employees' Association. Employees' Association (EA) Full Time Benefits Learn More About Benefits JOB DETAILS AND QUALIFICATIONS The Clackamas County Treasurer's Office seeks an experienced accounting professional to join our team as a Senior Accountant. The selected candidate will perform highly complex professional accounting, auditing, and fiscal management duties with a substantial impact on the entire county. Our Senior Accountant, on behalf of the County Treasurer, will produce sophisticated forecasts of business and operating revenues and expenses and economic and financial conditions for the county. Acting with a high degree of autonomy, this position also serves as the formal lead of the Office's accounting staff. Other duties include serving as the merchant services liaison and certifying tax revenue distributions on behalf of the county. The ideal candidate will have excellent communication and interpersonal skills, a flexible work style to achieve results, exhibit organizational acumen, and strong attention to detail. In addition, we are seeking a candidate who will employ a hands-on, proactive, and collaborative approach that builds trust and develops positive internal and external relationships. The Treasurer's Office has responsibility for all cash management and investment activities of the county, including bank reconciliation, distribution of tax revenues, Clackamas County investment purchases and sales, maintenance of banking and investment custody agreements, and all other responsibilities as defined by Oregon Revised Statutes and the Oregon Constitution. Required Minimum Qualifications/ Transferrable Skills:* A minimum of five (5) years of progressively responsible advanced level accounting/auditing experience in a professional setting Any combination of relevant education and/or training in a relevant discipline that would likely provide the required knowledge and skills, may substitute for up to one (1) year of the required years of experience Experience with governmental accounting and budgeting procedures and operations Experience ensuring compliance with contracts and/or grant requirements Thorough knowledge of Generally Accepted Accounting Principles (GAAP) and Government Accounting Standards Board (GASB) Effective communication skills Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment. Learn more about the County's driving policy Preferred Special Qualifications/ Transferrable Skills:* Possession of an active Certified Public Accountant (CPA) license, in good standing Advanced government level professional accounting, financial analysis and reporting, and audit experience Experience performing audits of local governments Experience auditing, analyzing and evaluating financial records, internal controls, policies and procedures Experience implementing GASB Standards *For Veterans qualified for Veteran's Preference: If you believe you have skills that would transfer well to this position and/or special qualifications that relate to this position, please list those skills and/or qualifications in the open-ended question at the end of the application and explain how those skills and/or qualifications relate to this position. TYPICAL TASKS Duties may include but are not limited to the following: Run daily bank reports from SinglePoint and Eon-Use Reports to Update Cash projections spreadsheet with previous day clearings. Determine transfers to/from bank, LGIP, and other sources. Process and setup new escrow retainage accounts. Help ensure compliance with Oregon Revised Statutes. Help ensure compliance with Oregon Revised Statutes. Process applications for departments wanting to take ACH/EFT payments (UPIC accounts). Update cash projection spreadsheet with daily activity (e.g., Payroll County Orders, AP County Orders Check requests, etc.); update and reconcile Sympro with daily activities; update actuals and cash flow spreadsheet using daily bank reports from SinglePoint and Eon; update cash by fund analysis and report concerns to the Treasurer; update and analyze bond proceed expenditure tracking sheet and update Treasurer. Cheque Suite issuances for Tax, TXTO, Trust, and Clack funds. Serve as the Merchant Services Liaison; prepare Journal Entries for Merchant Charge Backs or Merchant Credits Process applications for new merchant IDs. Review postings done the previous day and review bank reconciliations completed by Treasury staff. Setup purchased investments in Sympro and prepare journal entries to record purchased investment, called investments. Prepare Journal Entries to record: checks issued by Jail and District Attorney; correcting entries, debts service payments; investment coupon interest and maturities; entries for money market and LGIP accounts. Initiate ACH and Wire Transfers; process ACH for Community Development Loans and Self Pay Insurance Premiums. Run budget reports and review for inaccuracies or missed postings; reconcile to actual transactions to ensure completeness; analyzes variances and prepares status reports for management; work with Finance AP/AR on errors or issues; perform initial analysis of budget to ensure the Treasurer's Office is staying on budget. Other duties as assigned. REQUIRED KNOWLEDGE AND SKILLS Thorough knowledge of: The principles and practices of financial reporting, auditing and internal controls; governmental accounting and budgeting procedures and operations; Generally Accepted Accounting Principles (GAAP); Governmental Accounting Standards (GASB statements); techniques used to locate errors in accounting records; computerized accounting systems and how they aid in compiling, maintaining and using accounting information; public sector accounting needs; general laws and rules regulating and influencing County fiscal operations; data processing as it relates to accounting records and applications; general office practices and procedures; application and use of standard office equipment. Skill to: Research technical accounting guidelines and literature to determine applicability; use accounting-related software and financial reporting systems; develop complex financial reports; design, generate and reconcile accounting reports, statements, projections and schedules; interpret and apply accounting and fiscal-related laws, ordinances, rules, regulations, policies and procedures; prepare and maintain accurate reports, spreadsheets and fiscal records; apply and adapt established accounting principles and procedures to a variety of County fiscal applications; apply mathematical and statistical analysis to data from various sources, draw logical conclusions and make appropriate recommendations; lead the work of professional accounting staff; communicate professionally, clearly and concisely, both orally and in writing; establish and maintain effective working relationships with co-workers, managers, customers and the general public. WORK SCHEDULE This position is included in the County's alternate workweek program, working 37.5 hours during a standard workweek of Monday through Thursday (Fridays off). Specific hours of work will be discussed with the candidate selected for this position at the time an offer of employment is extended. This position is designated as on-site/in-person. It is expected that the selected candidate will perform duties at the specified on-site work location. EXPLORE CLACKAMAS COUNTY Clackamas County is in a prime location in the Portland, Oregon metropolitan area and is recognized nationally as one of the most livable areas in the United States. Located on the southern edge of the City of Portland and extending to the top of Mt. Hood, Clackamas County is part of a thriving region in the Northwest. It has a population of about 420,000 residents. Explore Clackamas County Working for Clackamas County Recreation, Arts & Heritage Equity, Diversity and Inclusion ABOUT THE DEPARTMENT The Mission of the Treasurer's office is to actively invest, account for, manage, distribute and safeguard the County's cash assets. The Clackamas County Treasurer is the Chief Investment Officer for the County. The Treasurer maintains bank accounts and accounts with the State Treasury Investment Pool and various banks. Funds are invested in accordance with the County's investment policy, assuring that adequate cash is available to meet the obligations of the County. Maintenance of all banking and investment custody agreements are performed by the Treasurer's office. This also includes maintenance of approximately 50 County and public trust accounts. The Treasurer's office has responsibility for all the cash management activities of the County, including but not limited to: reconciling functions for the county's bank accounts, distribution of all property tax collected by the County Assessor to the over 125 different taxing districts within the County, and payment card industry, data security standard (PCI DSS) compliance. The Treasurer participates in the issuance of County debt instruments in accordance with the County debt policy, makes debt service payments and assists with arbitrage calculations. The Treasurer's office and the Finance office are separate departments. The Treasurer is also the Internal Audit Administrator and has responsibility for managing the internal audit function in Clackamas County and managing the County's fraud, waste and abuse hotline. Learn more about Clackamas County Treasurer APPLICATION PROCESS Clackamas County only accepts online applications. Help With Your Application: Application Process Help with the Application If you have any questions or issues you may contact the Department of Human Resources at 503-655-8459 or e-mail us . Our office hours are Monday - Thursday 7:00 a.m. - 6:00 p.m. Pacific Time (closed on Fridays). HOW TO CLAIM VETERAN'S PREFERENCE Request Veterans' Preference Learn more about the County's Veterans' Preference VISA SPONSORSHIP Clackamas County does not offer visa sponsorships. Once a job applicant has accepted a position, they will be required to complete an I-9 and confirm authorization to work in the United States prior to their first day. EQUAL EMPLOYMENT OPPORTUNITY Clackamas County is an Equal Opportunity Employer. We value diversity, equity, and inclusion as essential elements that create and foster a welcoming workplace. All qualified persons will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, political affiliation, disability or any other factor unrelated to the essential functions of the job. If you wish to identify yourself as a qualified person with a disability under the Americans with Disabilities Act and would like to request an accommodation, please address the request to the Department of Human Resources prior to the recruitment close date. You may request an accommodation during the online application process. RECRUITING QUESTIONS? James Callahan, Recruiter JCallahan@clackamas.us To apply, visit https://hrapp.clackamas.us/psc/recruit/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&JobOpeningId=107056&PostingSeq=1&SiteId=1&languageCd=ENG&FOCUS=Applicant jeid-ff96b34c2ffc764c869bdd507c92f23a
Full Time
Senior Accountant Job ID: 107056 Location: Oregon City, Oregon Full/Part Time: Full Time Regular/Temporary:Regular CLACKAMAS COUNTY CORE VALUES Clackamas County employees work to serve the public and enrich our community. In that spirit, we pledge to hold ourselves to these standards at all times in our interactions with customers and one another: Service Professionalism Integrity Respect Individual accountability Trust By incorporating these values into our daily routines, we can better serve our customers, ourselves and our projects. We're always looking to improve. That's the Clackamas County SPIRIT. Clackamas County Core Values Clackamas County is committed to building a community where people thrive, have a sense of safety, connection, and belonging, so that everyone is honored and celebrated for the richness in diversity they bring. We encourage applicants of diverse backgrounds and lived experience to apply. CLOSE DATE This position will remain open until filled. The first application review will be Monday, July 10, 2023. We reserve the right to close this recruitment at any time on or after that date. PAY AND BENEFITS Annual Pay Range: $74,525.49- $94,356.21 Hourly Pay Range: $38.218202 - $48.387801 The listed salary range reflects a 4.5% Cost of Living Adjustment (COLA) effective July 1, 2023. Salary offers will be made within the posted pay range and will be based on a candidate's experience (paid or unpaid) that is directly relevant to the position. Clackamas County proudly offers an attractive compensation and benefits package, including competitive wages, cost-of-living adjustments, merit increases (for eligible employees), and a robust sick and vacation plan for regular status employees. We encourage and support employee health and wellness by offering, health and wellness classes and events, and alternative care benefits, so you can customize your wellness needs to fit your lifestyle. Employee benefits become effective the first of the month following an employee's date of hire. Attractive benefits package and incentives for employees in regular status positions include: Generous paid time off package, including: 12 hours of vacation accrued per month 8 hours of sick accrued per month 10 paid holidays and 1 personal day per year Other Benefits: Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP): Employer paid 6% PERS retirement contribution (The county currently pays the employee's share of the retirement contribution.) OPSRP members get vested after five years of contributions or when they reach age 65 A Choice of Medical Plans that include chiropractic coverage, alternative care, vision, and prescription drug coverage A Choice of Dental Plans Robust EAP and wellness programs, including gym discounts and wellness education classes Longevity pay Other retirement Savings Options that allow for additional retirement funds savings, including an option to contribute a portion of employee earnings on a pre or post-tax basis to a 457b Deferred Compensation Plan A variety of additional optional benefits (see links below for additional information) This is a full time County position represented by the Employees' Association. Employees' Association (EA) Full Time Benefits Learn More About Benefits JOB DETAILS AND QUALIFICATIONS The Clackamas County Treasurer's Office seeks an experienced accounting professional to join our team as a Senior Accountant. The selected candidate will perform highly complex professional accounting, auditing, and fiscal management duties with a substantial impact on the entire county. Our Senior Accountant, on behalf of the County Treasurer, will produce sophisticated forecasts of business and operating revenues and expenses and economic and financial conditions for the county. Acting with a high degree of autonomy, this position also serves as the formal lead of the Office's accounting staff. Other duties include serving as the merchant services liaison and certifying tax revenue distributions on behalf of the county. The ideal candidate will have excellent communication and interpersonal skills, a flexible work style to achieve results, exhibit organizational acumen, and strong attention to detail. In addition, we are seeking a candidate who will employ a hands-on, proactive, and collaborative approach that builds trust and develops positive internal and external relationships. The Treasurer's Office has responsibility for all cash management and investment activities of the county, including bank reconciliation, distribution of tax revenues, Clackamas County investment purchases and sales, maintenance of banking and investment custody agreements, and all other responsibilities as defined by Oregon Revised Statutes and the Oregon Constitution. Required Minimum Qualifications/ Transferrable Skills:* A minimum of five (5) years of progressively responsible advanced level accounting/auditing experience in a professional setting Any combination of relevant education and/or training in a relevant discipline that would likely provide the required knowledge and skills, may substitute for up to one (1) year of the required years of experience Experience with governmental accounting and budgeting procedures and operations Experience ensuring compliance with contracts and/or grant requirements Thorough knowledge of Generally Accepted Accounting Principles (GAAP) and Government Accounting Standards Board (GASB) Effective communication skills Driving may be necessary for County business. For position(s) with occasional/incidental driving, incumbents must possess a valid driver's license. Accommodation requests for an acceptable alternative method of transportation will be reviewed on an individual basis in compliance with State and Federal legislation. For position(s) with regular driving, incumbent(s) must also possess and maintain an acceptable driving record throughout the course of employment. Learn more about the County's driving policy Preferred Special Qualifications/ Transferrable Skills:* Possession of an active Certified Public Accountant (CPA) license, in good standing Advanced government level professional accounting, financial analysis and reporting, and audit experience Experience performing audits of local governments Experience auditing, analyzing and evaluating financial records, internal controls, policies and procedures Experience implementing GASB Standards *For Veterans qualified for Veteran's Preference: If you believe you have skills that would transfer well to this position and/or special qualifications that relate to this position, please list those skills and/or qualifications in the open-ended question at the end of the application and explain how those skills and/or qualifications relate to this position. TYPICAL TASKS Duties may include but are not limited to the following: Run daily bank reports from SinglePoint and Eon-Use Reports to Update Cash projections spreadsheet with previous day clearings. Determine transfers to/from bank, LGIP, and other sources. Process and setup new escrow retainage accounts. Help ensure compliance with Oregon Revised Statutes. Help ensure compliance with Oregon Revised Statutes. Process applications for departments wanting to take ACH/EFT payments (UPIC accounts). Update cash projection spreadsheet with daily activity (e.g., Payroll County Orders, AP County Orders Check requests, etc.); update and reconcile Sympro with daily activities; update actuals and cash flow spreadsheet using daily bank reports from SinglePoint and Eon; update cash by fund analysis and report concerns to the Treasurer; update and analyze bond proceed expenditure tracking sheet and update Treasurer. Cheque Suite issuances for Tax, TXTO, Trust, and Clack funds. Serve as the Merchant Services Liaison; prepare Journal Entries for Merchant Charge Backs or Merchant Credits Process applications for new merchant IDs. Review postings done the previous day and review bank reconciliations completed by Treasury staff. Setup purchased investments in Sympro and prepare journal entries to record purchased investment, called investments. Prepare Journal Entries to record: checks issued by Jail and District Attorney; correcting entries, debts service payments; investment coupon interest and maturities; entries for money market and LGIP accounts. Initiate ACH and Wire Transfers; process ACH for Community Development Loans and Self Pay Insurance Premiums. Run budget reports and review for inaccuracies or missed postings; reconcile to actual transactions to ensure completeness; analyzes variances and prepares status reports for management; work with Finance AP/AR on errors or issues; perform initial analysis of budget to ensure the Treasurer's Office is staying on budget. Other duties as assigned. REQUIRED KNOWLEDGE AND SKILLS Thorough knowledge of: The principles and practices of financial reporting, auditing and internal controls; governmental accounting and budgeting procedures and operations; Generally Accepted Accounting Principles (GAAP); Governmental Accounting Standards (GASB statements); techniques used to locate errors in accounting records; computerized accounting systems and how they aid in compiling, maintaining and using accounting information; public sector accounting needs; general laws and rules regulating and influencing County fiscal operations; data processing as it relates to accounting records and applications; general office practices and procedures; application and use of standard office equipment. Skill to: Research technical accounting guidelines and literature to determine applicability; use accounting-related software and financial reporting systems; develop complex financial reports; design, generate and reconcile accounting reports, statements, projections and schedules; interpret and apply accounting and fiscal-related laws, ordinances, rules, regulations, policies and procedures; prepare and maintain accurate reports, spreadsheets and fiscal records; apply and adapt established accounting principles and procedures to a variety of County fiscal applications; apply mathematical and statistical analysis to data from various sources, draw logical conclusions and make appropriate recommendations; lead the work of professional accounting staff; communicate professionally, clearly and concisely, both orally and in writing; establish and maintain effective working relationships with co-workers, managers, customers and the general public. WORK SCHEDULE This position is included in the County's alternate workweek program, working 37.5 hours during a standard workweek of Monday through Thursday (Fridays off). Specific hours of work will be discussed with the candidate selected for this position at the time an offer of employment is extended. This position is designated as on-site/in-person. It is expected that the selected candidate will perform duties at the specified on-site work location. EXPLORE CLACKAMAS COUNTY Clackamas County is in a prime location in the Portland, Oregon metropolitan area and is recognized nationally as one of the most livable areas in the United States. Located on the southern edge of the City of Portland and extending to the top of Mt. Hood, Clackamas County is part of a thriving region in the Northwest. It has a population of about 420,000 residents. Explore Clackamas County Working for Clackamas County Recreation, Arts & Heritage Equity, Diversity and Inclusion ABOUT THE DEPARTMENT The Mission of the Treasurer's office is to actively invest, account for, manage, distribute and safeguard the County's cash assets. The Clackamas County Treasurer is the Chief Investment Officer for the County. The Treasurer maintains bank accounts and accounts with the State Treasury Investment Pool and various banks. Funds are invested in accordance with the County's investment policy, assuring that adequate cash is available to meet the obligations of the County. Maintenance of all banking and investment custody agreements are performed by the Treasurer's office. This also includes maintenance of approximately 50 County and public trust accounts. The Treasurer's office has responsibility for all the cash management activities of the County, including but not limited to: reconciling functions for the county's bank accounts, distribution of all property tax collected by the County Assessor to the over 125 different taxing districts within the County, and payment card industry, data security standard (PCI DSS) compliance. The Treasurer participates in the issuance of County debt instruments in accordance with the County debt policy, makes debt service payments and assists with arbitrage calculations. The Treasurer's office and the Finance office are separate departments. The Treasurer is also the Internal Audit Administrator and has responsibility for managing the internal audit function in Clackamas County and managing the County's fraud, waste and abuse hotline. Learn more about Clackamas County Treasurer APPLICATION PROCESS Clackamas County only accepts online applications. Help With Your Application: Application Process Help with the Application If you have any questions or issues you may contact the Department of Human Resources at 503-655-8459 or e-mail us . Our office hours are Monday - Thursday 7:00 a.m. - 6:00 p.m. Pacific Time (closed on Fridays). HOW TO CLAIM VETERAN'S PREFERENCE Request Veterans' Preference Learn more about the County's Veterans' Preference VISA SPONSORSHIP Clackamas County does not offer visa sponsorships. Once a job applicant has accepted a position, they will be required to complete an I-9 and confirm authorization to work in the United States prior to their first day. EQUAL EMPLOYMENT OPPORTUNITY Clackamas County is an Equal Opportunity Employer. We value diversity, equity, and inclusion as essential elements that create and foster a welcoming workplace. All qualified persons will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, political affiliation, disability or any other factor unrelated to the essential functions of the job. If you wish to identify yourself as a qualified person with a disability under the Americans with Disabilities Act and would like to request an accommodation, please address the request to the Department of Human Resources prior to the recruitment close date. You may request an accommodation during the online application process. RECRUITING QUESTIONS? James Callahan, Recruiter JCallahan@clackamas.us To apply, visit https://hrapp.clackamas.us/psc/recruit/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&Action=U&JobOpeningId=107056&PostingSeq=1&SiteId=1&languageCd=ENG&FOCUS=Applicant jeid-ff96b34c2ffc764c869bdd507c92f23a
California Lutheran University
Thousand Oaks, CA, United States
Associate Vice President for Finance and Controller Position Category: Staff (Exempt) FLSA: Exempt FTE: 1 Location: Thousand Oaks University Background: The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity. Basic Function: The Associate Vice President for Finance/Controller is a senior-level management position within the Administration and Finance Division that reports to the Vice President for Finance. The AVP oversees and reports on the university's annual financial operations whose totals are approximately $115 million and whose net assets are approximately $310 million. He/she/they also directly manages a department budget of $1.2 million and a current staff of 16 people. The incumbent is responsible for the accuracy, integrity, and maintenance of all university financial records and systems. The incumbent also directs, coordinates, and provides strategic oversight and strong administrative leadership of the university's general accounting, financial operations, analysis and reporting, grant and endowment accounting, tax reporting, bond compliance, student financial services, financial systems management, and external audits. Additionally, the AVP for Finance/Controller interfaces with the Board of Regents' committees for finance, audit, and investment. Representative Duties: Treasury and Investments Manage and maintain relationships with service providers, such as commercial banks, endowment advisors, and independent auditors to maximize value. Ensure endowments are administered in accordance with donor restrictions, industry accounting standards and UPMIFA, and that the spending policies approved by the Board of Regents are appropriately enforced. Make stock and asset trades as directed by the Investment Committee of the Board of Regents. Oversee the accurate maintenance of banking and investment records, ensuring accounts are reconciled monthly and all transactions are properly accounted for in a timely fashion. Manage timely and accurate tax-exempt bond accounting and bond project reporting while ensuring overall compliance with reporting standards as required by outside entities. Monitor the university operating short-term investments, endowment investments, and bond reserve fund investments and offer proposed interventions as necessary. Manage and make accessible to the president the university’s cash flow position. Financial Reporting Manage the general ledger closing and the monthly and annual financial reports, ensuring timeliness and accuracy Analyze complex financial and statistical data and prepare accounting statements, summary conclusions and recommendations in accordance with generally accepted accounting principles. Monitor the university’s financial records to ensure precision and integrity of all data. Assist the Vice President for Finance in developing presentation materials, reports, and financial analysis and modeling for various meetings. This includes meetings with the Cabinet, Board of Regents, Deans Council, Budget Committee, rating agencies and other internal and external entities. Assist in the staffing of Board of Regents’ committees for Audit, Investment, and Finance & Administration. Forecasting and Analysis Create and manage the budget for the Business Office. Generate reports that analyze university spending and related trends. This includes but is not limited to forecasting and preparing cost studies for management and the Board of Regents through the use of relevant and strategic dashboards. Prepare pro-forma financial plans for new programs, new construction projects, etc. that are under consideration. This includes a projected impact on financial statements and financial ratios. Provide oversight of financing for capital/equipment, technology and long and short-term facilities planning. Work closely with university management to identify and analyze various financial and budgetary issues, strategic and financial planning efforts. Work collaboratively with key functional areas of the university including human resources, registrar, admissions, international programs, facilities, information technology, and academic affairs to ensure seamless business operations. Support the Vice President for Finance and/or Executive Director of Budget and Financial Planning as needed with additional financial and accounting duties. Audit and Regulatory Filings Prepare, in coordination with university’s independent auditors, the annual review of financial statements and information for audits (financial statements, federal awards, retirement plan, and KCLU radio station). Prepare regulatory reporting and tax returns. This includes all federal, state and private higher education fiscal reporting requirements and surveys for benchmarking. Ensure that the Conflict of Interest process is completed annually Conducts ongoing research, monitors, interprets, and implements generally accepted accounting principles, tax rules, grant requirements, and other regulatory and compliance requirements. Systems and Internal Controls Support and guide the Business Office to further streamline business processes, optimize the use of technology and oversee technology upgrades, implement digital tools, ensure compliance with security policies and maintain useful departmental webpages. Lead in the development and/or improvement of the Enterprise accounting system, controls and reporting processes. Work collaboratively with the others to coordinate and assist with any system upgrades to existing systems and/or new system implementations and provide training for staff. Develop, communicate, monitor, and validate adherence to business policies, procedures, and internal controls based on industry best practices and risk mitigation. Design and maintain contemporary and innovative systems that are robust and aligned with local, state, and federal regulations. Review, on a biannual basis, and partnership with General Counsel when necessary, all Business Office polices. Supervision and Development Ensure superb customer satisfaction and efficient operations of the overall department while ensuring work is performed in a timely and accurate manner. Build a cohesive team that embraces the university’s mission, adapts quickly to change, and promotes innovation. Provide professional development and training opportunities for staff that help the team succeed as a whole. Maintain professional growth and development through seminars, workshops and professional affiliations to keep abreast of latest developments in regulatory changes, higher education finance, budgeting, and in other related areas. Participate, as resources allow, in national and regional professional organization leadership to improve visibility of the university. Recruit, supervise, develop, train, mentor, and evaluate the performance of assigned personnel. Motivate staff and develop an effective high-functioning team to achieve peak productivity and performance. Encourage customer-oriented staff interaction with students, parents, and employees. Campus Involvement Model a leadership style that supports observance of the highest ethical standards of conduct and works with university campus units to implement processes and procedures to ensure university-wide compliance. Develop strong working relationships with units across the university to establish methods to continuously improve efficiency and quality of services and to reduce vulnerability to fraud, abuse and waste. Interface and build relationships with colleagues across the university to address the information and financial data needs that allow them to make informed decisions and achieve their financial, strategic, and operational goals. Support the University’s mission of diversity, equity, inclusion, and justice. Participate in campus-wide contingency and business continuity planning. Develop and maintains Business Office emergency continuity plan. Supports the Emergency Operations Committee. Other Duties Oversee grant accounting and reporting. Provide assistance, as required, when the university is applying for federal and private grants. Monitor the university’s purchasing functions, including updating and maintaining purchasing policies and procedures, and providing appropriate forms (i.e. purchase orders, purchase requisitions, requests for payment, and travel reimbursement). Complete and/or oversee special projects and perform other duties as assigned. Knowledge Of: Financial and accounting practices and reporting, including chart of accounts design, asset management, general ledger, budgeting, payroll, payables and receivables, purchasing and expense management. Generally Accepted Accounting Principles, GASB and FASB standards, Fund Accounting Principles, and Internal control standards Current and emerging trends in financial technologies and analytical tools, and issues Contemporary issues and regulations impacting higher education and non-profit entities Financial enterprise application systems, such as Ellucian Colleague, Banner, Workday, PeopleSoft, or similar financial systems. Business continuity practices Applicable federal and state laws and regulations that impact all facets of university policies and procedures. California labor relations and employment practices. Cal Lutheran’s mission and purpose as a comprehensive university within the Evangelical Lutheran Church of America Ability To: Prepare, gather, review, evaluate, and analyze complex financial and statistical data and prepare reports, summary conclusions, and recommendations for University leaders Effectively interact and collaborate with and present to diverse individuals at all organizational levels, both inside and outside of the university. Demonstrate excellent interpersonal and communication skills, active listening, tact, customer service, and patience. 1) As part of this expectation, develop and deliver professional level oral and written presentations that are clear and accessible to diverse audiences, most of whom are unfamiliar with accounting terminology and standards. 2) It also includes formulating succinct oral and written messages around complex topics and financial models and high-level reports that are public. Demonstrate successful administrative experience, preferably in a higher education setting Plan, organize, lead and handle multiple projects and priorities simultaneously, meet schedules and due dates, and adjust plans due to changing circumstances Initiate, respond to, and manage change and perform well with a certain level of ambiguity Effectively advise and collaborate with senior management on financial issues Hire, train, mentor, develop, supervise, and evaluate the performance of assigned personnel. Provide regular feedback, coaching and recognition for excellence in performance creating dynamic, mentoring environment. Maintain the highest standards of integrity and professional conduct with ability to maintain a high level of confidences, confidentiality, objectivity, fairness, and navigate sensitive issues. Exercise independent judgment and utilize diplomacy in handling sensitive matters. Research, interpret, and implement generally accepted accounting principles, and other regulatory and compliance requirement. Utilize Microsoft Office Suite applications, computerized accounting systems, endowment accounting software. Help the university reinforce its commitment for diversity, equity, inclusion, and justice. Minimum Qualifications: Any combination equivalent to: Bachelor’s degree from an accredited college or university in accounting, finance, or business administration (with a major in accounting or finance) plus a Certified Public Accountant or Certified Managerial Accountant certification, or Master’s degree in Accounting or Finance, or MBA (with emphasis in Finance) OR A combination of education and work experience; and ten (10) years of related progressive responsibility with administrative and supervisory professional experience in the field of financial accounting, audit, and finance with at least five (5) years of management level experience. Experience must include direct use of computerized accounting, purchasing, accounts payable, budget, payroll and receivable systems. Preferred Qualifications: Experience in higher education industry. Licenses and Other Requirements: CPA or CMA or MBA Physical Abilities: Working Environment: Full time 40+ hours per week position in a dynamic office environment; diverse campus community; multiple interruptions; multiple project deadlines; professional commitment; occasional evening and weekend work; some travel. Posting Number: Staff002472022 Number of Vacancies: Desired Start Date: 07/10/2023 Position End Date: Open Date: 05/17/2023 Close Date: 6/18/2023 Open Until Filled: No Application Procedure/Special Instructions: To apply, visit https://careers.callutheran.edu/postings/10880 California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation.
Full Time
Associate Vice President for Finance and Controller Position Category: Staff (Exempt) FLSA: Exempt FTE: 1 Location: Thousand Oaks University Background: The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity. Basic Function: The Associate Vice President for Finance/Controller is a senior-level management position within the Administration and Finance Division that reports to the Vice President for Finance. The AVP oversees and reports on the university's annual financial operations whose totals are approximately $115 million and whose net assets are approximately $310 million. He/she/they also directly manages a department budget of $1.2 million and a current staff of 16 people. The incumbent is responsible for the accuracy, integrity, and maintenance of all university financial records and systems. The incumbent also directs, coordinates, and provides strategic oversight and strong administrative leadership of the university's general accounting, financial operations, analysis and reporting, grant and endowment accounting, tax reporting, bond compliance, student financial services, financial systems management, and external audits. Additionally, the AVP for Finance/Controller interfaces with the Board of Regents' committees for finance, audit, and investment. Representative Duties: Treasury and Investments Manage and maintain relationships with service providers, such as commercial banks, endowment advisors, and independent auditors to maximize value. Ensure endowments are administered in accordance with donor restrictions, industry accounting standards and UPMIFA, and that the spending policies approved by the Board of Regents are appropriately enforced. Make stock and asset trades as directed by the Investment Committee of the Board of Regents. Oversee the accurate maintenance of banking and investment records, ensuring accounts are reconciled monthly and all transactions are properly accounted for in a timely fashion. Manage timely and accurate tax-exempt bond accounting and bond project reporting while ensuring overall compliance with reporting standards as required by outside entities. Monitor the university operating short-term investments, endowment investments, and bond reserve fund investments and offer proposed interventions as necessary. Manage and make accessible to the president the university’s cash flow position. Financial Reporting Manage the general ledger closing and the monthly and annual financial reports, ensuring timeliness and accuracy Analyze complex financial and statistical data and prepare accounting statements, summary conclusions and recommendations in accordance with generally accepted accounting principles. Monitor the university’s financial records to ensure precision and integrity of all data. Assist the Vice President for Finance in developing presentation materials, reports, and financial analysis and modeling for various meetings. This includes meetings with the Cabinet, Board of Regents, Deans Council, Budget Committee, rating agencies and other internal and external entities. Assist in the staffing of Board of Regents’ committees for Audit, Investment, and Finance & Administration. Forecasting and Analysis Create and manage the budget for the Business Office. Generate reports that analyze university spending and related trends. This includes but is not limited to forecasting and preparing cost studies for management and the Board of Regents through the use of relevant and strategic dashboards. Prepare pro-forma financial plans for new programs, new construction projects, etc. that are under consideration. This includes a projected impact on financial statements and financial ratios. Provide oversight of financing for capital/equipment, technology and long and short-term facilities planning. Work closely with university management to identify and analyze various financial and budgetary issues, strategic and financial planning efforts. Work collaboratively with key functional areas of the university including human resources, registrar, admissions, international programs, facilities, information technology, and academic affairs to ensure seamless business operations. Support the Vice President for Finance and/or Executive Director of Budget and Financial Planning as needed with additional financial and accounting duties. Audit and Regulatory Filings Prepare, in coordination with university’s independent auditors, the annual review of financial statements and information for audits (financial statements, federal awards, retirement plan, and KCLU radio station). Prepare regulatory reporting and tax returns. This includes all federal, state and private higher education fiscal reporting requirements and surveys for benchmarking. Ensure that the Conflict of Interest process is completed annually Conducts ongoing research, monitors, interprets, and implements generally accepted accounting principles, tax rules, grant requirements, and other regulatory and compliance requirements. Systems and Internal Controls Support and guide the Business Office to further streamline business processes, optimize the use of technology and oversee technology upgrades, implement digital tools, ensure compliance with security policies and maintain useful departmental webpages. Lead in the development and/or improvement of the Enterprise accounting system, controls and reporting processes. Work collaboratively with the others to coordinate and assist with any system upgrades to existing systems and/or new system implementations and provide training for staff. Develop, communicate, monitor, and validate adherence to business policies, procedures, and internal controls based on industry best practices and risk mitigation. Design and maintain contemporary and innovative systems that are robust and aligned with local, state, and federal regulations. Review, on a biannual basis, and partnership with General Counsel when necessary, all Business Office polices. Supervision and Development Ensure superb customer satisfaction and efficient operations of the overall department while ensuring work is performed in a timely and accurate manner. Build a cohesive team that embraces the university’s mission, adapts quickly to change, and promotes innovation. Provide professional development and training opportunities for staff that help the team succeed as a whole. Maintain professional growth and development through seminars, workshops and professional affiliations to keep abreast of latest developments in regulatory changes, higher education finance, budgeting, and in other related areas. Participate, as resources allow, in national and regional professional organization leadership to improve visibility of the university. Recruit, supervise, develop, train, mentor, and evaluate the performance of assigned personnel. Motivate staff and develop an effective high-functioning team to achieve peak productivity and performance. Encourage customer-oriented staff interaction with students, parents, and employees. Campus Involvement Model a leadership style that supports observance of the highest ethical standards of conduct and works with university campus units to implement processes and procedures to ensure university-wide compliance. Develop strong working relationships with units across the university to establish methods to continuously improve efficiency and quality of services and to reduce vulnerability to fraud, abuse and waste. Interface and build relationships with colleagues across the university to address the information and financial data needs that allow them to make informed decisions and achieve their financial, strategic, and operational goals. Support the University’s mission of diversity, equity, inclusion, and justice. Participate in campus-wide contingency and business continuity planning. Develop and maintains Business Office emergency continuity plan. Supports the Emergency Operations Committee. Other Duties Oversee grant accounting and reporting. Provide assistance, as required, when the university is applying for federal and private grants. Monitor the university’s purchasing functions, including updating and maintaining purchasing policies and procedures, and providing appropriate forms (i.e. purchase orders, purchase requisitions, requests for payment, and travel reimbursement). Complete and/or oversee special projects and perform other duties as assigned. Knowledge Of: Financial and accounting practices and reporting, including chart of accounts design, asset management, general ledger, budgeting, payroll, payables and receivables, purchasing and expense management. Generally Accepted Accounting Principles, GASB and FASB standards, Fund Accounting Principles, and Internal control standards Current and emerging trends in financial technologies and analytical tools, and issues Contemporary issues and regulations impacting higher education and non-profit entities Financial enterprise application systems, such as Ellucian Colleague, Banner, Workday, PeopleSoft, or similar financial systems. Business continuity practices Applicable federal and state laws and regulations that impact all facets of university policies and procedures. California labor relations and employment practices. Cal Lutheran’s mission and purpose as a comprehensive university within the Evangelical Lutheran Church of America Ability To: Prepare, gather, review, evaluate, and analyze complex financial and statistical data and prepare reports, summary conclusions, and recommendations for University leaders Effectively interact and collaborate with and present to diverse individuals at all organizational levels, both inside and outside of the university. Demonstrate excellent interpersonal and communication skills, active listening, tact, customer service, and patience. 1) As part of this expectation, develop and deliver professional level oral and written presentations that are clear and accessible to diverse audiences, most of whom are unfamiliar with accounting terminology and standards. 2) It also includes formulating succinct oral and written messages around complex topics and financial models and high-level reports that are public. Demonstrate successful administrative experience, preferably in a higher education setting Plan, organize, lead and handle multiple projects and priorities simultaneously, meet schedules and due dates, and adjust plans due to changing circumstances Initiate, respond to, and manage change and perform well with a certain level of ambiguity Effectively advise and collaborate with senior management on financial issues Hire, train, mentor, develop, supervise, and evaluate the performance of assigned personnel. Provide regular feedback, coaching and recognition for excellence in performance creating dynamic, mentoring environment. Maintain the highest standards of integrity and professional conduct with ability to maintain a high level of confidences, confidentiality, objectivity, fairness, and navigate sensitive issues. Exercise independent judgment and utilize diplomacy in handling sensitive matters. Research, interpret, and implement generally accepted accounting principles, and other regulatory and compliance requirement. Utilize Microsoft Office Suite applications, computerized accounting systems, endowment accounting software. Help the university reinforce its commitment for diversity, equity, inclusion, and justice. Minimum Qualifications: Any combination equivalent to: Bachelor’s degree from an accredited college or university in accounting, finance, or business administration (with a major in accounting or finance) plus a Certified Public Accountant or Certified Managerial Accountant certification, or Master’s degree in Accounting or Finance, or MBA (with emphasis in Finance) OR A combination of education and work experience; and ten (10) years of related progressive responsibility with administrative and supervisory professional experience in the field of financial accounting, audit, and finance with at least five (5) years of management level experience. Experience must include direct use of computerized accounting, purchasing, accounts payable, budget, payroll and receivable systems. Preferred Qualifications: Experience in higher education industry. Licenses and Other Requirements: CPA or CMA or MBA Physical Abilities: Working Environment: Full time 40+ hours per week position in a dynamic office environment; diverse campus community; multiple interruptions; multiple project deadlines; professional commitment; occasional evening and weekend work; some travel. Posting Number: Staff002472022 Number of Vacancies: Desired Start Date: 07/10/2023 Position End Date: Open Date: 05/17/2023 Close Date: 6/18/2023 Open Until Filled: No Application Procedure/Special Instructions: To apply, visit https://careers.callutheran.edu/postings/10880 California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation.
The John F. Kennedy Center for Performing Arts
Washington DC
About The Kennedy Center “I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit.” – President John F. Kennedy The Kennedy Center is the nation’s cultural center and living memorial to President John F. Kennedy. Located on the banks of the Potomac River in Washington, D.C., the Center presents performances across all genres, and is also home to artistic affiliates Washington National Opera and National Symphony Orchestra. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets Retirement plan with organization matching (after 1 year of employment) Qualifying employer for the Public Student Loan Forgiveness Program (PSLF) Commuter programs including pre-tax options for discounted parking and SmartBenefits (WMATA) Annual Leave, Sick Leave, and Personal Days available immediately upon hire 11 paid holidays per year Medical, Dental, and Vision benefits with FSA and HSA options, and paid FMLA Flexible work arrangements We like to have fun! Check out the Kennedy Center National Dance Day 2022 staff video! Job Description The Assistant Controller – Operations, supports the Controller in directing and coordinating the organization’s accounting and reporting functions as well as the department operations. Responsibilities include, but are not limited to, establishing and maintaining the organization’s accounting policies, practices and procedures related to (a) the cash receipt and disbursement process, (b) show cost revenue, (c) credit card reconciliation process, (d) bank reconciliation process, (e) petty cash process, (f) reconciliation and analysis of auxiliary activities and (g) the interpretation/implementation of new technical accounting standards. The Assistant Controller – Operations must be willing to serve in whatever capacity is needed by the staff and has frequent internal and external contact with customers, regulatory agencies and service providers. The Kennedy Center is going through a new financial system implementation; this position will play a key role in the implementation and training of the new systems across the Center. Duties & Responsibilities Provide direction and support to departments throughout the organization regarding accounting policies and procedures, accounting results, implementation of new practices and procedures, and efficient control and utilization of financial resources. Lead trainings for internal users of the financial systems. Manage a team of 5 - 10 general staff accountants, senior accountants and accounts payable specialists to coordinate and oversee (1) preparation of monthly and annual financial statements and reports and other information reports and requests such as the 990, yearly financial statements, internal and external reporting requests, and insurance renewals and (2) routine and non-routine daily, weekly, monthly, quarterly and annual processes (e.g., accounts payable, show cost settlements, cash receipts, petty cash function, bank website maintenance, financial systems maintenance, etc.); ensure accuracy and integrity of financial reporting and ensure proper internal controls are in place and operating effectively in all facets of accounting and financially related operations. Serve as back-up to others in the department, including petty cash, daily cash reporting, accounts receivable and accounts payable. Other key tasks include the review and recording of 1042 international tax withholding; coordinate with IT on key financial projects such as the maintenance of all financial systems and Tessitura, and assist in the implementation of any new software that utilizes financial information across the Center. Assist in the development of the Finance Department to be able to meet the needs of the department and the organization. This includes staff development, policy development, identifying efficiencies and assessing resources and capacities. Coordinate and where necessary, perform, the organization’s external reporting (e.g., independent audit of annual financial statements, BE-125). Other duties as assigned. Key Qualifications Education: Bachelor’s degree in accounting is required (or equivalent work experience may be considered); CPA preferred, MBA considered a plus. Experience : At least 4 - 6 years of technical accounting and leadership experience within public accounting, nonprofit, or governmental industries (two of which were at the assistant controller level or equivalent); at least 2 years multi-staff supervisory experience required; Nonprofit experience preferred. Performing arts experience considered a plus. Critical Skills: Excellent written/oral communication and interpersonal skills; effective collaborator and negotiator; able to multi-task while ensuring important routine functions occur; significant proficiency in use of general ledger and other computer system applications. Candidate must be local or willing to relocate to the DMV area.
Full Time Regular
About The Kennedy Center “I am certain that after the dust of centuries has passed over our cities, we, too, will be remembered not for victories or defeats in battle or in politics, but for our contribution to the human spirit.” – President John F. Kennedy The Kennedy Center is the nation’s cultural center and living memorial to President John F. Kennedy. Located on the banks of the Potomac River in Washington, D.C., the Center presents performances across all genres, and is also home to artistic affiliates Washington National Opera and National Symphony Orchestra. At the Kennedy Center, we strive to foster belonging and empowerment at work. We are able to advance our mission because of our committed and passionate employees. We are fortunate to be able to leverage their diverse perspectives, life experiences and skills to inform how our workplace can be a safe, transparent, and replenishing community. The Kennedy Center is an equal opportunity employer and does not discriminate against any employee or applicant based on race, religion, gender identity, sexual orientation, disability, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Mission Statement: As the nation's performing arts center, and a living memorial to President John F. Kennedy, we are a leader for the arts across America and around the world, reaching and connecting with artists, inspiring and educating communities. We welcome all to create, experience, learn about, and engage with the arts. Why Join Us We offer a comprehensive range of benefits to all full-time employees including: Staff offers for discount tickets Retirement plan with organization matching (after 1 year of employment) Qualifying employer for the Public Student Loan Forgiveness Program (PSLF) Commuter programs including pre-tax options for discounted parking and SmartBenefits (WMATA) Annual Leave, Sick Leave, and Personal Days available immediately upon hire 11 paid holidays per year Medical, Dental, and Vision benefits with FSA and HSA options, and paid FMLA Flexible work arrangements We like to have fun! Check out the Kennedy Center National Dance Day 2022 staff video! Job Description The Assistant Controller – Operations, supports the Controller in directing and coordinating the organization’s accounting and reporting functions as well as the department operations. Responsibilities include, but are not limited to, establishing and maintaining the organization’s accounting policies, practices and procedures related to (a) the cash receipt and disbursement process, (b) show cost revenue, (c) credit card reconciliation process, (d) bank reconciliation process, (e) petty cash process, (f) reconciliation and analysis of auxiliary activities and (g) the interpretation/implementation of new technical accounting standards. The Assistant Controller – Operations must be willing to serve in whatever capacity is needed by the staff and has frequent internal and external contact with customers, regulatory agencies and service providers. The Kennedy Center is going through a new financial system implementation; this position will play a key role in the implementation and training of the new systems across the Center. Duties & Responsibilities Provide direction and support to departments throughout the organization regarding accounting policies and procedures, accounting results, implementation of new practices and procedures, and efficient control and utilization of financial resources. Lead trainings for internal users of the financial systems. Manage a team of 5 - 10 general staff accountants, senior accountants and accounts payable specialists to coordinate and oversee (1) preparation of monthly and annual financial statements and reports and other information reports and requests such as the 990, yearly financial statements, internal and external reporting requests, and insurance renewals and (2) routine and non-routine daily, weekly, monthly, quarterly and annual processes (e.g., accounts payable, show cost settlements, cash receipts, petty cash function, bank website maintenance, financial systems maintenance, etc.); ensure accuracy and integrity of financial reporting and ensure proper internal controls are in place and operating effectively in all facets of accounting and financially related operations. Serve as back-up to others in the department, including petty cash, daily cash reporting, accounts receivable and accounts payable. Other key tasks include the review and recording of 1042 international tax withholding; coordinate with IT on key financial projects such as the maintenance of all financial systems and Tessitura, and assist in the implementation of any new software that utilizes financial information across the Center. Assist in the development of the Finance Department to be able to meet the needs of the department and the organization. This includes staff development, policy development, identifying efficiencies and assessing resources and capacities. Coordinate and where necessary, perform, the organization’s external reporting (e.g., independent audit of annual financial statements, BE-125). Other duties as assigned. Key Qualifications Education: Bachelor’s degree in accounting is required (or equivalent work experience may be considered); CPA preferred, MBA considered a plus. Experience : At least 4 - 6 years of technical accounting and leadership experience within public accounting, nonprofit, or governmental industries (two of which were at the assistant controller level or equivalent); at least 2 years multi-staff supervisory experience required; Nonprofit experience preferred. Performing arts experience considered a plus. Critical Skills: Excellent written/oral communication and interpersonal skills; effective collaborator and negotiator; able to multi-task while ensuring important routine functions occur; significant proficiency in use of general ledger and other computer system applications. Candidate must be local or willing to relocate to the DMV area.
California Lutheran University
Thousand Oaks, CA, United States
Associate Vice President for Finance and Controller Position Category: Staff (Exempt) FLSA: Exempt FTE: 1 Location: Thousand Oaks University Background: The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity. Basic Function: The Associate Vice President for Finance/Controller is a senior-level management position within the Administration and Finance Division that reports to the Vice President for Finance. The AVP oversees and reports on the university's annual financial operations whose totals are approximately $115 million and whose net assets are approximately $310 million. He/she/they also directly manages a department budget of $1.2 million and a current staff of 16 people. The incumbent is responsible for the accuracy, integrity, and maintenance of all university financial records and systems. The incumbent also directs, coordinates, and provides strategic oversight and strong administrative leadership of the university's general accounting, financial operations, analysis and reporting, grant and endowment accounting, tax reporting, bond compliance, student financial services, financial systems management, and external audits. Additionally, the AVP for Finance/Controller interfaces with the Board of Regents' committees for finance, audit, and investment. Representative Duties: Treasury and Investments Manage and maintain relationships with service providers, such as commercial banks, endowment advisors, and independent auditors to maximize value. Ensure endowments are administered in accordance with donor restrictions, industry accounting standards and UPMIFA, and that the spending policies approved by the Board of Regents are appropriately enforced. Make stock and asset trades as directed by the Investment Committee of the Board of Regents. Oversee the accurate maintenance of banking and investment records, ensuring accounts are reconciled monthly and all transactions are properly accounted for in a timely fashion. Manage timely and accurate tax-exempt bond accounting and bond project reporting while ensuring overall compliance with reporting standards as required by outside entities. Monitor the university operating short-term investments, endowment investments, and bond reserve fund investments and offer proposed interventions as necessary. Manage and make accessible to the president the university’s cash flow position. Financial Reporting Manage the general ledger closing and the monthly and annual financial reports, ensuring timeliness and accuracy Analyze complex financial and statistical data and prepare accounting statements, summary conclusions and recommendations in accordance with generally accepted accounting principles. Monitor the university’s financial records to ensure precision and integrity of all data. Assist the Vice President for Finance in developing presentation materials, reports, and financial analysis and modeling for various meetings. This includes meetings with the Cabinet, Board of Regents, Deans Council, Budget Committee, rating agencies and other internal and external entities. Assist in the staffing of Board of Regents’ committees for Audit, Investment, and Finance & Administration. Forecasting and Analysis Create and manage the budget for the Business Office. Generate reports that analyze university spending and related trends. This includes but is not limited to forecasting and preparing cost studies for management and the Board of Regents through the use of relevant and strategic dashboards. Prepare pro-forma financial plans for new programs, new construction projects, etc. that are under consideration. This includes a projected impact on financial statements and financial ratios. Provide oversight of financing for capital/equipment, technology and long and short-term facilities planning. Work closely with university management to identify and analyze various financial and budgetary issues, strategic and financial planning efforts. Work collaboratively with key functional areas of the university including human resources, registrar, admissions, international programs, facilities, information technology, and academic affairs to ensure seamless business operations. Support the Vice President for Finance and/or Executive Director of Budget and Financial Planning as needed with additional financial and accounting duties. Audit and Regulatory Filings Prepare, in coordination with university’s independent auditors, the annual review of financial statements and information for audits (financial statements, federal awards, retirement plan, and KCLU radio station). Prepare regulatory reporting and tax returns. This includes all federal, state and private higher education fiscal reporting requirements and surveys for benchmarking. Ensure that the Conflict of Interest process is completed annually Conducts ongoing research, monitors, interprets, and implements generally accepted accounting principles, tax rules, grant requirements, and other regulatory and compliance requirements. Systems and Internal Controls Support and guide the Business Office to further streamline business processes, optimize the use of technology and oversee technology upgrades, implement digital tools, ensure compliance with security policies and maintain useful departmental webpages. Lead in the development and/or improvement of the Enterprise accounting system, controls and reporting processes. Work collaboratively with the others to coordinate and assist with any system upgrades to existing systems and/or new system implementations and provide training for staff. Develop, communicate, monitor, and validate adherence to business policies, procedures, and internal controls based on industry best practices and risk mitigation. Design and maintain contemporary and innovative systems that are robust and aligned with local, state, and federal regulations. Review, on a biannual basis, and partnership with General Counsel when necessary, all Business Office polices. Supervision and Development Ensure superb customer satisfaction and efficient operations of the overall department while ensuring work is performed in a timely and accurate manner. Build a cohesive team that embraces the university’s mission, adapts quickly to change, and promotes innovation. Provide professional development and training opportunities for staff that help the team succeed as a whole. Maintain professional growth and development through seminars, workshops and professional affiliations to keep abreast of latest developments in regulatory changes, higher education finance, budgeting, and in other related areas. Participate, as resources allow, in national and regional professional organization leadership to improve visibility of the university. Recruit, supervise, develop, train, mentor, and evaluate the performance of assigned personnel. Motivate staff and develop an effective high-functioning team to achieve peak productivity and performance. Encourage customer-oriented staff interaction with students, parents, and employees. Campus Involvement Model a leadership style that supports observance of the highest ethical standards of conduct and works with university campus units to implement processes and procedures to ensure university-wide compliance. Develop strong working relationships with units across the university to establish methods to continuously improve efficiency and quality of services and to reduce vulnerability to fraud, abuse and waste. Interface and build relationships with colleagues across the university to address the information and financial data needs that allow them to make informed decisions and achieve their financial, strategic, and operational goals. Support the University’s mission of diversity, equity, inclusion, and justice. Participate in campus-wide contingency and business continuity planning. Develop and maintains Business Office emergency continuity plan. Supports the Emergency Operations Committee. Other Duties Oversee grant accounting and reporting. Provide assistance, as required, when the university is applying for federal and private grants. Monitor the university’s purchasing functions, including updating and maintaining purchasing policies and procedures, and providing appropriate forms (i.e. purchase orders, purchase requisitions, requests for payment, and travel reimbursement). Complete and/or oversee special projects and perform other duties as assigned. Knowledge Of: Financial and accounting practices and reporting, including chart of accounts design, asset management, general ledger, budgeting, payroll, payables and receivables, purchasing and expense management. Generally Accepted Accounting Principles, GASB and FASB standards, Fund Accounting Principles, and Internal control standards Current and emerging trends in financial technologies and analytical tools, and issues Contemporary issues and regulations impacting higher education and non-profit entities Financial enterprise application systems, such as Ellucian Colleague, Banner, Workday, PeopleSoft, or similar financial systems. Business continuity practices Applicable federal and state laws and regulations that impact all facets of university policies and procedures. California labor relations and employment practices. Cal Lutheran’s mission and purpose as a comprehensive university within the Evangelical Lutheran Church of America Ability To: Prepare, gather, review, evaluate, and analyze complex financial and statistical data and prepare reports, summary conclusions, and recommendations for University leaders Effectively interact and collaborate with and present to diverse individuals at all organizational levels, both inside and outside of the university. Demonstrate excellent interpersonal and communication skills, active listening, tact, customer service, and patience. 1) As part of this expectation, develop and deliver professional level oral and written presentations that are clear and accessible to diverse audiences, most of whom are unfamiliar with accounting terminology and standards. 2) It also includes formulating succinct oral and written messages around complex topics and financial models and high-level reports that are public. Demonstrate successful administrative experience, preferably in a higher education setting Plan, organize, lead and handle multiple projects and priorities simultaneously, meet schedules and due dates, and adjust plans due to changing circumstances Initiate, respond to, and manage change and perform well with a certain level of ambiguity Effectively advise and collaborate with senior management on financial issues Hire, train, mentor, develop, supervise, and evaluate the performance of assigned personnel. Provide regular feedback, coaching and recognition for excellence in performance creating dynamic, mentoring environment. Maintain the highest standards of integrity and professional conduct with ability to maintain a high level of confidences, confidentiality, objectivity, fairness, and navigate sensitive issues. Exercise independent judgment and utilize diplomacy in handling sensitive matters. Research, interpret, and implement generally accepted accounting principles, and other regulatory and compliance requirement. Utilize Microsoft Office Suite applications, computerized accounting systems, endowment accounting software. Help the university reinforce its commitment for diversity, equity, inclusion, and justice. Minimum Qualifications: Any combination equivalent to: Bachelor’s degree from an accredited college or university in accounting, finance, or business administration (with a major in accounting or finance) plus a Certified Public Accountant or Certified Managerial Accountant certification, or Master’s degree in Accounting or Finance, or MBA (with emphasis in Finance) OR A combination of education and work experience; and ten (10) years of related progressive responsibility with administrative and supervisory professional experience in the field of financial accounting, audit, and finance with at least five (5) years of management level experience. Experience must include direct use of computerized accounting, purchasing, accounts payable, budget, payroll and receivable systems. Preferred Qualifications: Experience in higher education industry. Licenses and Other Requirements: CPA or CMA or MBA Physical Abilities: Working Environment: Full time 40+ hours per week position in a dynamic office environment; diverse campus community; multiple interruptions; multiple project deadlines; professional commitment; occasional evening and weekend work; some travel. Posting Number: Staff002472022 Number of Vacancies: Desired Start Date: 06/26/2023 Position End Date: Open Date: 05/17/2023 Close Date: 6/7/2023 Open Until Filled: No Application Procedure/Special Instructions: To apply, visit https://careers.callutheran.edu/postings/10723 California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation. jeid-5ec0aa557302b84ea2cd46b8dfa25fe4
Full Time
Associate Vice President for Finance and Controller Position Category: Staff (Exempt) FLSA: Exempt FTE: 1 Location: Thousand Oaks University Background: The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity. Basic Function: The Associate Vice President for Finance/Controller is a senior-level management position within the Administration and Finance Division that reports to the Vice President for Finance. The AVP oversees and reports on the university's annual financial operations whose totals are approximately $115 million and whose net assets are approximately $310 million. He/she/they also directly manages a department budget of $1.2 million and a current staff of 16 people. The incumbent is responsible for the accuracy, integrity, and maintenance of all university financial records and systems. The incumbent also directs, coordinates, and provides strategic oversight and strong administrative leadership of the university's general accounting, financial operations, analysis and reporting, grant and endowment accounting, tax reporting, bond compliance, student financial services, financial systems management, and external audits. Additionally, the AVP for Finance/Controller interfaces with the Board of Regents' committees for finance, audit, and investment. Representative Duties: Treasury and Investments Manage and maintain relationships with service providers, such as commercial banks, endowment advisors, and independent auditors to maximize value. Ensure endowments are administered in accordance with donor restrictions, industry accounting standards and UPMIFA, and that the spending policies approved by the Board of Regents are appropriately enforced. Make stock and asset trades as directed by the Investment Committee of the Board of Regents. Oversee the accurate maintenance of banking and investment records, ensuring accounts are reconciled monthly and all transactions are properly accounted for in a timely fashion. Manage timely and accurate tax-exempt bond accounting and bond project reporting while ensuring overall compliance with reporting standards as required by outside entities. Monitor the university operating short-term investments, endowment investments, and bond reserve fund investments and offer proposed interventions as necessary. Manage and make accessible to the president the university’s cash flow position. Financial Reporting Manage the general ledger closing and the monthly and annual financial reports, ensuring timeliness and accuracy Analyze complex financial and statistical data and prepare accounting statements, summary conclusions and recommendations in accordance with generally accepted accounting principles. Monitor the university’s financial records to ensure precision and integrity of all data. Assist the Vice President for Finance in developing presentation materials, reports, and financial analysis and modeling for various meetings. This includes meetings with the Cabinet, Board of Regents, Deans Council, Budget Committee, rating agencies and other internal and external entities. Assist in the staffing of Board of Regents’ committees for Audit, Investment, and Finance & Administration. Forecasting and Analysis Create and manage the budget for the Business Office. Generate reports that analyze university spending and related trends. This includes but is not limited to forecasting and preparing cost studies for management and the Board of Regents through the use of relevant and strategic dashboards. Prepare pro-forma financial plans for new programs, new construction projects, etc. that are under consideration. This includes a projected impact on financial statements and financial ratios. Provide oversight of financing for capital/equipment, technology and long and short-term facilities planning. Work closely with university management to identify and analyze various financial and budgetary issues, strategic and financial planning efforts. Work collaboratively with key functional areas of the university including human resources, registrar, admissions, international programs, facilities, information technology, and academic affairs to ensure seamless business operations. Support the Vice President for Finance and/or Executive Director of Budget and Financial Planning as needed with additional financial and accounting duties. Audit and Regulatory Filings Prepare, in coordination with university’s independent auditors, the annual review of financial statements and information for audits (financial statements, federal awards, retirement plan, and KCLU radio station). Prepare regulatory reporting and tax returns. This includes all federal, state and private higher education fiscal reporting requirements and surveys for benchmarking. Ensure that the Conflict of Interest process is completed annually Conducts ongoing research, monitors, interprets, and implements generally accepted accounting principles, tax rules, grant requirements, and other regulatory and compliance requirements. Systems and Internal Controls Support and guide the Business Office to further streamline business processes, optimize the use of technology and oversee technology upgrades, implement digital tools, ensure compliance with security policies and maintain useful departmental webpages. Lead in the development and/or improvement of the Enterprise accounting system, controls and reporting processes. Work collaboratively with the others to coordinate and assist with any system upgrades to existing systems and/or new system implementations and provide training for staff. Develop, communicate, monitor, and validate adherence to business policies, procedures, and internal controls based on industry best practices and risk mitigation. Design and maintain contemporary and innovative systems that are robust and aligned with local, state, and federal regulations. Review, on a biannual basis, and partnership with General Counsel when necessary, all Business Office polices. Supervision and Development Ensure superb customer satisfaction and efficient operations of the overall department while ensuring work is performed in a timely and accurate manner. Build a cohesive team that embraces the university’s mission, adapts quickly to change, and promotes innovation. Provide professional development and training opportunities for staff that help the team succeed as a whole. Maintain professional growth and development through seminars, workshops and professional affiliations to keep abreast of latest developments in regulatory changes, higher education finance, budgeting, and in other related areas. Participate, as resources allow, in national and regional professional organization leadership to improve visibility of the university. Recruit, supervise, develop, train, mentor, and evaluate the performance of assigned personnel. Motivate staff and develop an effective high-functioning team to achieve peak productivity and performance. Encourage customer-oriented staff interaction with students, parents, and employees. Campus Involvement Model a leadership style that supports observance of the highest ethical standards of conduct and works with university campus units to implement processes and procedures to ensure university-wide compliance. Develop strong working relationships with units across the university to establish methods to continuously improve efficiency and quality of services and to reduce vulnerability to fraud, abuse and waste. Interface and build relationships with colleagues across the university to address the information and financial data needs that allow them to make informed decisions and achieve their financial, strategic, and operational goals. Support the University’s mission of diversity, equity, inclusion, and justice. Participate in campus-wide contingency and business continuity planning. Develop and maintains Business Office emergency continuity plan. Supports the Emergency Operations Committee. Other Duties Oversee grant accounting and reporting. Provide assistance, as required, when the university is applying for federal and private grants. Monitor the university’s purchasing functions, including updating and maintaining purchasing policies and procedures, and providing appropriate forms (i.e. purchase orders, purchase requisitions, requests for payment, and travel reimbursement). Complete and/or oversee special projects and perform other duties as assigned. Knowledge Of: Financial and accounting practices and reporting, including chart of accounts design, asset management, general ledger, budgeting, payroll, payables and receivables, purchasing and expense management. Generally Accepted Accounting Principles, GASB and FASB standards, Fund Accounting Principles, and Internal control standards Current and emerging trends in financial technologies and analytical tools, and issues Contemporary issues and regulations impacting higher education and non-profit entities Financial enterprise application systems, such as Ellucian Colleague, Banner, Workday, PeopleSoft, or similar financial systems. Business continuity practices Applicable federal and state laws and regulations that impact all facets of university policies and procedures. California labor relations and employment practices. Cal Lutheran’s mission and purpose as a comprehensive university within the Evangelical Lutheran Church of America Ability To: Prepare, gather, review, evaluate, and analyze complex financial and statistical data and prepare reports, summary conclusions, and recommendations for University leaders Effectively interact and collaborate with and present to diverse individuals at all organizational levels, both inside and outside of the university. Demonstrate excellent interpersonal and communication skills, active listening, tact, customer service, and patience. 1) As part of this expectation, develop and deliver professional level oral and written presentations that are clear and accessible to diverse audiences, most of whom are unfamiliar with accounting terminology and standards. 2) It also includes formulating succinct oral and written messages around complex topics and financial models and high-level reports that are public. Demonstrate successful administrative experience, preferably in a higher education setting Plan, organize, lead and handle multiple projects and priorities simultaneously, meet schedules and due dates, and adjust plans due to changing circumstances Initiate, respond to, and manage change and perform well with a certain level of ambiguity Effectively advise and collaborate with senior management on financial issues Hire, train, mentor, develop, supervise, and evaluate the performance of assigned personnel. Provide regular feedback, coaching and recognition for excellence in performance creating dynamic, mentoring environment. Maintain the highest standards of integrity and professional conduct with ability to maintain a high level of confidences, confidentiality, objectivity, fairness, and navigate sensitive issues. Exercise independent judgment and utilize diplomacy in handling sensitive matters. Research, interpret, and implement generally accepted accounting principles, and other regulatory and compliance requirement. Utilize Microsoft Office Suite applications, computerized accounting systems, endowment accounting software. Help the university reinforce its commitment for diversity, equity, inclusion, and justice. Minimum Qualifications: Any combination equivalent to: Bachelor’s degree from an accredited college or university in accounting, finance, or business administration (with a major in accounting or finance) plus a Certified Public Accountant or Certified Managerial Accountant certification, or Master’s degree in Accounting or Finance, or MBA (with emphasis in Finance) OR A combination of education and work experience; and ten (10) years of related progressive responsibility with administrative and supervisory professional experience in the field of financial accounting, audit, and finance with at least five (5) years of management level experience. Experience must include direct use of computerized accounting, purchasing, accounts payable, budget, payroll and receivable systems. Preferred Qualifications: Experience in higher education industry. Licenses and Other Requirements: CPA or CMA or MBA Physical Abilities: Working Environment: Full time 40+ hours per week position in a dynamic office environment; diverse campus community; multiple interruptions; multiple project deadlines; professional commitment; occasional evening and weekend work; some travel. Posting Number: Staff002472022 Number of Vacancies: Desired Start Date: 06/26/2023 Position End Date: Open Date: 05/17/2023 Close Date: 6/7/2023 Open Until Filled: No Application Procedure/Special Instructions: To apply, visit https://careers.callutheran.edu/postings/10723 California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation. jeid-5ec0aa557302b84ea2cd46b8dfa25fe4