Senior Accountant, Endowment Accounting
- Recruiter
- University of North Florida
- Location
- Jacksonville, Florida, United States
- Salary
- USD 19.23 per hour
- Posted
- 17 Sep 2020
- Closes
- 18 Sep 2020
- Ref
- B06995
- Job role
- Accountant
- Experience level
- Qualified accountant
Senior Accountant, Endowment Accounting
Please see Special Instructions for more details.
Applicants must complete an online application at www.unfjobs.org in order to be considered for this position. Applicants who do not apply online will not be considered for this position. Once you submit your completed application you will receive a confirmation number. Keep the confirmation number for your records. If you have any questions about this position, please contact Olga Igolnikov at (904) 620-5250 or at o.igolnikov@unf.edu.
Posting Details
Job Title Senior Accountant, Endowment Accounting Position Number 441520 Requisition Number B06995 Position Type Administrative Class Code 9219 Time-limited through N/A Type of Appointment Full-Time Faculty Position Sub-Type N/A Length of Appointment N/A Internal Recruitment? No Working Hours M-F 8:00am - 5:00pm; Occ. nights/weekends Department Univ Development/Alumni Engagement Organization Univ Development/Alumni Engagement Division Univ Development/Alumni Engagement College N/A Approved Hiring Salary Range $40,000 to negotiable Pay Basis Annually EOD
In 2018, the University of North Florida (UNF) received the prestigious INSIGHT Into Diversity magazine Higher Education Excellence in Diversity (HEED) Award, the only application-based national award for U.S. colleges and universities that exhibit an outstanding commitment to diversity and inclusion across their campuses. In addition, UNF ranked highest among the 80 HEED institutions and was also recognized as a 2018 Diversity Champion.
The University of North Florida (UNF) is committed to providing an inclusive and welcoming environment for all who interact in our community. In building this environment, we strive to attract students, faculty and staff from a variety of cultures, backgrounds and life experiences. The University of North Florida is an Equal Opportunity Employer and does not commit or permit discrimination or harassment on the basis of genetic information, race, color, religion, age, sex, disability, gender identity/expression, sexual orientation, marital status, national origin, or veteran status in any educational, employment, social, recreational program or activity that it offers. In addition, UNF will not commit or permit retaliation against an individual who complains of discrimination or harassment or an individual who cooperates in an investigation of an alleged violation of University Regulation.
Carnegie
UNF is a Carnegie Community Engaged Institution. This designation celebrates the University's collaboration with community partners from the local to the global level. It reflects UNF's mission to contribute to the public good and prepare educated, engaged citizens.
Faculty Initiatives
The University of North Florida promotes the quality and effectiveness of education and strives to maintain the highest standards of academic excellence in all phases of instruction, research/scholarship/creative activity, and service.
General Description / Primary Purpose
The purpose of this position is to serve as a liaison staff member for the Foundation Investment Committee. This includes organizing and planning quarterly investment meetings, sub-committee meetings, and any assignments/projects requested by the Investment Committee.
As directed by the Investment Committee, this position will work on special projects including researching peer investment performance, create projections and investment return models based on investment and spending policy adjustments, provide data to other stakeholders for key reports, respond to external requests, etc.
Essential Duties
Job Function
-Manage communication with the outsourced CIO and coordinate the recording of all foundation investment activities including investments in the general endowment investment pool, short-term investments, annuity investments, and all other investment accounts maintained by the foundation.
-Monitor asset allocations and investment performance to determine if the foundation investment goals are being achieved in accordance with the foundation's approved investment policy.
-Provide investment policy interpretation and guidance to others within the University, research transactions, and provide training and advice on investment policy and procedures as needed.
-Provide timely and accurate financial data and reports to the foundation's board, Executive Director, donors, management and accounting staff.
-Reporting includes monthly, quarterly, annual, and ad-hoc financial and investment reports and analysis, as well as analysis of investment returns and projections, annual budget projections based on forecasted endowment and non-endowed portfolio performance, assist with the upcoming campaign cost projection and tracking, ROI reporting, etc.
-Assist in preparing for the Foundation's annual audit.
-Work within the scholarship management software, accounting software, fundraising software, and complex Excel spreadsheets to ensure that financial transactions are recorded properly in each system.
-This position, in coordination with the Report Writer and the Sr. Director of Advancement Operations, will be responsible for building and managing the Endowment Tracking database.
Percentage Of Time 100
Marginal Functions
Participates in special projects and performs other duties as assigned.
Required Qualifications
A Master's degree from a regionally accredited college or university in a directly related area of specialization; or a Bachelor's degree from a regionally accredited college or university and two years of experience directly related to the job functions.
Faculty Position Required Qualifications
N/A
Departmental Requirements
Preference given to applicants who meet the required qualifications and also possess the following.
Education:
Bachelor's degree in Accounting or Finance
Experience:
Minimum 3-7 years of professional experience in Accounting, Business, or Finance preferably with concentration in investment management/analysis, including experience working with endowment or investment fund performance.
Knowledge, Skills, and Abilities:
-Strong oral, written, and interpersonal skills.
-Ability to work with minimal supervision.
-Proficiency in preparing financial analysis reports utilizing various tools.
-Well organized with the ability to file, maintain and quickly access numerous internal and external documents in support of donors and endowment accounting functions.
-Excellent communication skills and the ability to professionally interact with internal staff, board members, donors, volunteers, and OCIO.
-Fundamental knowledge of investment performance analysis.
-Excellent Excel and Access skills and the ability to fully utilize its formulas and functions to develop complex worksheets.
Statement(s) of Understanding Definition
This position requires a background check. In conjunction with the University's policy, this position may also require a credit check.
The holder of this position is designated as a "Responsible Employee" pursuant to their role under Title IX. Therefore, the incumbent must promptly report allegations of sexual misconduct, sexual violence, and child sexual abuse by or against any student, employee, contractor, or visitor to the University's Title IX Administrator or any divisional Title IX Coordinator.
Required Licensure or Certification
N/A
Machines/Equipment used regularly
N/A
Anticipated Start Date 01/27/2020 Job Posting Date 10/04/2019 Application Review Date 01/10/2020 Application Deadline Open Until Filled Yes Point of Contact Information Olga Igolnikov 904-620-5250 Hiring Official Olga Igolnikov Location if not Jacksonville N/A Special Instructions
Applicants must complete an online application at www.unfjobs.org in order to be considered for this position. Applicants who do not apply online will not be considered for this position. Once you submit your completed application you will receive a confirmation number. Keep the confirmation number for your records. If you have any questions about this position, please contact Olga Igolnikov at (904) 620-5250 or at o.igolnikov@unf.edu.
Quicklink
Supplemental Questions
Required fields are indicated with an asterisk (*).
* How many years of experience directly related to the position/job function do you have? * What is the highest level of education you have attained?
Documents Needed to Apply
Required DocumentsCover Letter/Letter of Interest Resume Optional Documents
Please see Special Instructions for more details.
Applicants must complete an online application at www.unfjobs.org in order to be considered for this position. Applicants who do not apply online will not be considered for this position. Once you submit your completed application you will receive a confirmation number. Keep the confirmation number for your records. If you have any questions about this position, please contact Olga Igolnikov at (904) 620-5250 or at o.igolnikov@unf.edu.
Posting Details
Job Title Senior Accountant, Endowment Accounting Position Number 441520 Requisition Number B06995 Position Type Administrative Class Code 9219 Time-limited through N/A Type of Appointment Full-Time Faculty Position Sub-Type N/A Length of Appointment N/A Internal Recruitment? No Working Hours M-F 8:00am - 5:00pm; Occ. nights/weekends Department Univ Development/Alumni Engagement Organization Univ Development/Alumni Engagement Division Univ Development/Alumni Engagement College N/A Approved Hiring Salary Range $40,000 to negotiable Pay Basis Annually EOD
In 2018, the University of North Florida (UNF) received the prestigious INSIGHT Into Diversity magazine Higher Education Excellence in Diversity (HEED) Award, the only application-based national award for U.S. colleges and universities that exhibit an outstanding commitment to diversity and inclusion across their campuses. In addition, UNF ranked highest among the 80 HEED institutions and was also recognized as a 2018 Diversity Champion.
The University of North Florida (UNF) is committed to providing an inclusive and welcoming environment for all who interact in our community. In building this environment, we strive to attract students, faculty and staff from a variety of cultures, backgrounds and life experiences. The University of North Florida is an Equal Opportunity Employer and does not commit or permit discrimination or harassment on the basis of genetic information, race, color, religion, age, sex, disability, gender identity/expression, sexual orientation, marital status, national origin, or veteran status in any educational, employment, social, recreational program or activity that it offers. In addition, UNF will not commit or permit retaliation against an individual who complains of discrimination or harassment or an individual who cooperates in an investigation of an alleged violation of University Regulation.
Carnegie
UNF is a Carnegie Community Engaged Institution. This designation celebrates the University's collaboration with community partners from the local to the global level. It reflects UNF's mission to contribute to the public good and prepare educated, engaged citizens.
Faculty Initiatives
The University of North Florida promotes the quality and effectiveness of education and strives to maintain the highest standards of academic excellence in all phases of instruction, research/scholarship/creative activity, and service.
General Description / Primary Purpose
The purpose of this position is to serve as a liaison staff member for the Foundation Investment Committee. This includes organizing and planning quarterly investment meetings, sub-committee meetings, and any assignments/projects requested by the Investment Committee.
As directed by the Investment Committee, this position will work on special projects including researching peer investment performance, create projections and investment return models based on investment and spending policy adjustments, provide data to other stakeholders for key reports, respond to external requests, etc.
Essential Duties
Job Function
-Manage communication with the outsourced CIO and coordinate the recording of all foundation investment activities including investments in the general endowment investment pool, short-term investments, annuity investments, and all other investment accounts maintained by the foundation.
-Monitor asset allocations and investment performance to determine if the foundation investment goals are being achieved in accordance with the foundation's approved investment policy.
-Provide investment policy interpretation and guidance to others within the University, research transactions, and provide training and advice on investment policy and procedures as needed.
-Provide timely and accurate financial data and reports to the foundation's board, Executive Director, donors, management and accounting staff.
-Reporting includes monthly, quarterly, annual, and ad-hoc financial and investment reports and analysis, as well as analysis of investment returns and projections, annual budget projections based on forecasted endowment and non-endowed portfolio performance, assist with the upcoming campaign cost projection and tracking, ROI reporting, etc.
-Assist in preparing for the Foundation's annual audit.
-Work within the scholarship management software, accounting software, fundraising software, and complex Excel spreadsheets to ensure that financial transactions are recorded properly in each system.
-This position, in coordination with the Report Writer and the Sr. Director of Advancement Operations, will be responsible for building and managing the Endowment Tracking database.
Percentage Of Time 100
Marginal Functions
Participates in special projects and performs other duties as assigned.
Required Qualifications
A Master's degree from a regionally accredited college or university in a directly related area of specialization; or a Bachelor's degree from a regionally accredited college or university and two years of experience directly related to the job functions.
Faculty Position Required Qualifications
N/A
Departmental Requirements
Preference given to applicants who meet the required qualifications and also possess the following.
Education:
Bachelor's degree in Accounting or Finance
Experience:
Minimum 3-7 years of professional experience in Accounting, Business, or Finance preferably with concentration in investment management/analysis, including experience working with endowment or investment fund performance.
Knowledge, Skills, and Abilities:
-Strong oral, written, and interpersonal skills.
-Ability to work with minimal supervision.
-Proficiency in preparing financial analysis reports utilizing various tools.
-Well organized with the ability to file, maintain and quickly access numerous internal and external documents in support of donors and endowment accounting functions.
-Excellent communication skills and the ability to professionally interact with internal staff, board members, donors, volunteers, and OCIO.
-Fundamental knowledge of investment performance analysis.
-Excellent Excel and Access skills and the ability to fully utilize its formulas and functions to develop complex worksheets.
Statement(s) of Understanding Definition
This position requires a background check. In conjunction with the University's policy, this position may also require a credit check.
The holder of this position is designated as a "Responsible Employee" pursuant to their role under Title IX. Therefore, the incumbent must promptly report allegations of sexual misconduct, sexual violence, and child sexual abuse by or against any student, employee, contractor, or visitor to the University's Title IX Administrator or any divisional Title IX Coordinator.
Required Licensure or Certification
N/A
Machines/Equipment used regularly
N/A
Anticipated Start Date 01/27/2020 Job Posting Date 10/04/2019 Application Review Date 01/10/2020 Application Deadline Open Until Filled Yes Point of Contact Information Olga Igolnikov 904-620-5250 Hiring Official Olga Igolnikov Location if not Jacksonville N/A Special Instructions
Applicants must complete an online application at www.unfjobs.org in order to be considered for this position. Applicants who do not apply online will not be considered for this position. Once you submit your completed application you will receive a confirmation number. Keep the confirmation number for your records. If you have any questions about this position, please contact Olga Igolnikov at (904) 620-5250 or at o.igolnikov@unf.edu.
Quicklink
Supplemental Questions
Required fields are indicated with an asterisk (*).
- 0-1
- 1-3
- 3-5
- 5-7
- 7-10
- 11+
- GED
- High School Diploma
- Associates Degree
- Bachelors Degree
- Masters Degree
- PhD
Documents Needed to Apply
Required Documents