Job no: 520479
Work type: Staff Full Time
Categories: Other Staff Positions
GENERAL STATEMENT OF DUTIES AND RESPONSIBILITIES
The Accountant III is the primary person for all the accounting duties for the Division of University Advancement as well as the UMass Dartmouth Foundation under the general supervision of the Assistant Vice Chancellor for Advancement Services; develops and produces various monthly, quarterly, and annual financial reports. Works in conjunction with departments throughout the University, the UMass Foundation, and auditors on charitable donations to the University.. Monitors business activities for compliance with applicable rules, regulations and laws. Makes recommendations pertaining to business activities, fiscal transactions, endowment spending allocations, etc.
SUPERVISION RECEIVED (Name and title of person from whom incumbent receives direction)
Assistant Vice Chancellor for Advancement Services
DIRECT REPORTING STAFF THEIR STAFF
Student workers None
DETAILED STATEMENT OF DUTIES AND RESPONSIBILITIES
Reviews University gift funds and Foundation accounts ensuring that funds are properly deposited and disbursed for allowable expenses, verify balances and submit requisitions to AVC Advancement Services for approval
Collaborates with University staff involved in fiscal matters such as the Controller, Budget Director, Bursar, etc. on financial aid, fiscal and accounting issues, including reconciliation of gift revenue received, reallocation of gift funds per modification batches, refunds, new gift fund requests, initiation of endowment and pre-endowment gift transfer to the UMass Foundation
Coordinates with the UMass Foundation on endowment spending allocations and disbursements to departments; current use gifts disbursement to the University for gift process feed to PeopleSoft, and yearend sweep back to the principle
Reconciles deposits between the Advancement system and PeopleSoft Finance as well as endowment funds at the UMass Foundation
Collaborates with Financial Aid Office staff regarding the tracking and allocation of scholarships, and with the Assistant Vice Chancellor for Advancement Services and the Associate Director of Donor Relations to properly allocate scholarships ensuring that awards meet the stated purpose of the scholarship and comply with donor wishes, University of Massachusetts policies and procedures, federal and state law, Financial Accounting Standards Board, etc
Provides guidance to Division staff on university procurement policy and procedures, travel and expense reporting, PeopleSoft Financial and Summit Reporting modules, etc
Maintains files on each gift fund account
Provides information to University staff on gift funds availability, fund purposes, restrictions, and disbursement
Performs all accounting entries using accounting procedures accurately to update and makes corrections in order to prepare a quarterly balance sheet, income statement, and summary of UMass Dartmouth Foundation current use fund report as well as the reports for auditing purposes, budget and finance committees, Board of Directors, etc
Performs accounting duties for the UMass Dartmouth Foundation including but not limited to collaborating with auditors to produce tax returns and Form 990
Reconciles the UMass Dartmouth Foundation bank statements and make transfers between accounts as necessary
Processes invoices and university charge back bills to the UMass Dartmouth Foundation by preparing necessary paperwork, deducting amounts from appropriate accounts, and generating UMDF bank checks for disbursement
Coordinates all paperwork for year-end audit of the UMass Dartmouth Foundation by gathering information for the audit and by examining records and documentsPerform other related duties as assigned.
QUALIFICATIONS REQUIRED AT HIRE (List knowledge, skills, abilities)
• Knowledge of the principles and practices of accounting including terminology.
• Knowledge of the methods of general report writing.
• Ability to analyze and determine the applicability of accounting data, to draw conclusions and to make appropriate recommendations.
• Ability to read and interpret documents such as financial reports, accounts and ledgers.
• Ability to understand, apply and explain the laws, rules, regulations, policies, etc. governing assigned unit activities.
• Ability to perform mathematical calculations using formulae to solve accounting problems.
• Ability to follow oral and written instructions.
• Ability to gather information by examining records and documents and through questioning individuals.
• Ability to maintain accurate records.
• Ability to prepare general and financial reports.
• Ability to write concisely, to express thoughts clearly and to develop ideas in logical sequence.
• Ability to communicate effectively in oral expression.
• Ability to exercise sound judgment.
• Ability to exercise discretion in handling confidential information.
• Ability to deal tactfully with others.
• Ability to establish and maintain harmonious working relationships with others.
• Ability to work independently.
• Ability to work in a team setting.
• Ability to give written and oral instructions in a precise, understandable manner.
• Ability to supervise, including planning and assigning work according to the nature of the job to be accomplished, the capabilities of subordinates and available resources; controlling work through periodic review and/or evaluations; determining subordinates’ training needs and providing or arranging for such training; motivating subordinates to work effectively; determining the need for disciplinary action and either recommending or initiating disciplinary action.
• Knowledge of the principles, practices, and techniques of supervision.
QUALIFICATIONS ACQUIRED ON JOB (List knowledge, skills, abilities)
• Knowledge of the laws, rules, regulations, policies, procedures, specifications, standards and guidelines governing assigned unit activities.
• Knowledge of the types and uses of agency forms.
• Knowledge of state budgetary procedures including terminology.
• Knowledge of state accounting procedures including terminology.
• Knowledge of the laws, rules and regulations governing Federal Grant Administration.
• Knowledge of the principles and practices of cost accounting.
• Knowledge of availability and application of electronic data processing to accounting.
• Knowledge of the principles and techniques of tax accounting.
• Knowledge of the laws, rules and regulations governing taxation.
• Knowledge of the principles and practices of governmental accounting.
• Knowledge of the terminology and standard abbreviations used in tax accounting.
• Knowledge of the terminology and standard abbreviations used in governmental accounting.
MINIMUM ENTRANCE REQUIREMENTS
Applicants must have at least (A) three years of full-time, or equivalent part-time, professional experience in accounting or auditing, of which at least (B) one year must have been in a supervisory, administrative or managerial capacity, or (C) any equivalent combination of the required experience and the substitutions noted in the Massachusetts Classification Specification.
I. An Associate’s degree with a major in accounting, business administration or business management may be substituted for a maximum of one year of the required (A) experience.
II. A Bachelor’s degree with a major in accounting, business administration or business management may be substituted for a maximum of two years of the required (A) experience.
III. A Graduate degree with a major in accounting, business administration or business management may be substituted for the required experience.
LICENSE AND/OR CERTIFICATION REQUIREMENTS
May be required to travel for work related activity.
Department: Advancement Services
No. of Positions-1
Hours: 8:00am - 4:00pm
UMass Dartmouth offers exciting benefits such as:
75% Employer-Paid Health Insurance
Flexible Spending Accounts
Long Term Disability
State Pension Retirement Plan
Optional Retirement Savings Plans
Tuition Credit (Employee, Spouse, & Dependents)
Twelve (12) paid holidays
Paid personal, vacation, and sick time
Benefits for AFSCME Union- AFSCME
Applicants must be authorized for employment in the U.S. on a full time basis. Employment-based visa sponsorship not available.
To apply please submit a letter of interest, current resume and the contact information for three professional references.
The deadline for internal applicants is September 18 2023
The deadline for external applicants is September 22, 2023
Advertised: 08 Sep 2023 Eastern Daylight Time
Applications close: 22 Sep 2023 Eastern Daylight Time