Assistant Controller

Job description

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Position Title:

Assistant Controller

Position Summary:

Reporting to the Controller, the Assistant Controller provides technical expertise in and management of the accounting and financial reporting functions of WMF. The position:
•is responsible for designing, implementing and providing oversight of accounting processes and procedures and internal controls;
•collaborates with University IT and external vendors on system development/implementation activities affecting WMF and related entities; and
•coordinates the annual audit with the external auditors.

Additionally, the position interfaces and collaborates broadly with the University community on a wide-range of matters. The Assistant Controller supervises two staff.

Required Qualifications:

•Bachelor’s degree in accounting, finance or related field
•Substantive and progressively responsible experience and expertise in an accounting or finance role.
•Certified Public Accountant (CPA) license.

•Substantive experience with preparation of annual financial statements and coordination of annual audits.
•Demonstrated management level experience, directing daily operations and managing personnel.
•Experience with automated accounting/financial/reporting systems.
•Advanced knowledge of generally accepted accounting principles (GAAP) and auditing standards as they relate to not-for-profit organizations and governmental entities with diversified, complex investment portfolios.
•In-depth knowledge of state and federal laws, IRS code, UPMIFA, and other regulations pertaining to not-for-profit organizations.
•Advanced analytical and problem solving skills with the proven ability to independently interpret and apply principles guiding accounting and financial reporting.
•Strong proficiency with a variety of software applications, particularly MS Office with advance competency with Excel and Word, automated accounting, enterprise and report writing systems.
•Ability to formulate and implement financial policies, practices, procedures, and internal controls.
•Strong interpersonal, oral and written communication skills with the demonstrated ability to work as a strong collaborative team player.
•Strong organization skills with the ability to work independently and successfully managing multiple projects with competing priorities while meeting tight deadlines.
•Strong work ethic with dedicated commitment to performing at a high level contributing to a collegial team-oriented workplace.

Preferred Qualifications:

•An advanced degree is highly preferred (particularly a Master’s in accounting, taxation or finance).
•Significant financial accounting and reporting experience working for a not-for-profit enterprise that has a large and complex diversified portfolio.
•Experience with a non-profit higher education institution or a university-affiliated foundation.
•Prior experience working with Banner (Finance) and Qlik reporting software.

Advertised Pay Range:

$90,000 to $125,000 Depending on Qualifications and Experience.


430000 Investment Administration Office


William & Mary

University Salary Range:


Job Open Date:


Job Close Date:


Open Until Filled:


Employment Category:

Full Time Professional

Position Term:


Conditions of Employment::

•This position requires additional hours beyond the typical work week, at times, in order to meet the business objectives.
•This position is subject to occasional travel for business purposes and professional development.
•Working remotely from home may be required under University-imposed conditions. In such circumstances the position holder will be required to have high-speed broadband network access and proper encryption for secure communications and have a place to work that satisfies University space and safety requirements.

EEO Statement:

William & Mary values diversity and invites applications from underrepresented groups who will enrich the research, teaching and service missions of the university. The university is an Equal Opportunity/Affirmative Action employer and encourages applications from women, minorities, protected veterans, and individuals with disabilities.

Background Check Statement:

William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check.

Benefits Summary Statement:

William & Mary offers our employees a full array of benefits including retirement, health insurance with options for expanded dental and vision along with group and optional life insurance with coverage for spouse and children, flexible spending accounts, and an EAP (Employee Assistance Program).

Our employees enjoy additional university benefits such as educational assistance, professional development, wellness benefits, and a robust holiday schedule. All employees have access to fitness facilities on campus. Staff members also have access to the university libraries, and much more. To learn more, go to:




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Job No:
Posted: 2/27/2021
Application Due: 3/31/2021
Work Type: Full Time