Financial Reporting Manager

at  California State University Monterey Bay

FINANCIAL REPORTING MANAGER

Job no: 540514
Work type: Management (MPP)
Location: Monterey Bay
Categories: MPP, Administrative, At-Will, Full Time, On-site (work in-person at business location)
Classification: Administrator I
Hours: Full-time / 40 hours per week
FLSA: Exempt
Anticipated Hiring Salary Range: $7,500 - $8,750* mo.

KNOWLEDGE, SKILLS AND ABILITIES:

Knowledge of, or ability to quickly learn, CSUMB and CSU policies and procedures. Knowledge of and ability to understand and apply applicable rules and regulations as they are related to the CSU. Thorough knowledge of generally accepted accounting principles and practices, Governmental Accounting Standards Board statements and pronouncements, and proven ability to establish proper internal controls and procedures.
Thorough knowledge of governmental accounting methods and related rules, regulations and procedures. Ability to utilize problem-solving techniques to evaluate complex accounting problems, understand and apply applicable rules and regulations. Knowledge and ability to develop and implement effective and efficient processes, procedures and solutions. Must have demonstrated experience preparing financial statements and footnote disclosures in accordance with generally accepted accounting principles and the ability to work with both internal and external auditors. Demonstrated ability to communicate effectively, both orally and in writing, with diverse student, staff, faculty and community members in a courteous manner with emphasis on customer service. General knowledge of the principles of personnel management and supervision and ability to effectively utilize management skills. Ability to plan, direct and review a variety of accounting and related activities and meet important deadlines. Ability to analyze financial and statistical data.

MINIMUM QUALIFICATIONS:

Equivalent to a bachelor’s degree from an accredited college or university in accounting or closely related field AND two years of progressively responsible accounting, higher education or public administration experience which includes at least one year of supervisory experience OR a combination of education and experience which provides the required knowledge and abilities.
Demonstrated experience involving independently researching complex accounting, tax and legal issues, including training and coordinating the work of others.

PREFERRED QUALIFICATIONS:

Equivalent to a master’s degree in Accountancy and experience in a CSU campus or higher education environment. Possess a CPA certificate or have passed the CPA exam; other professional licenses may be considered.
Experience with complex, integrated accounting systems, e.g. Oracle, SCT Banner, PeopleSoft Finance and experience with query tools is preferred. Technical fluency in the use of Microsoft Office Suite, Google’s G-Suite (Gmail, Docs, Drive and Calendar).

SPECIAL CONDITIONS OF EMPLOYMENT AND POSITION DESIGNATIONS:

• All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
• The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in https://apptrkr.com/get_redirect.php?id=5330161&targetURL=Equivalent to a bachelor’s degree from an accredited college or university in accounting or closely related field AND two years of progressively responsible accounting, higher education or public administration experience which includes at least one year of supervisory experience OR a combination of education and experience which provides the required knowledge and abilities.Demonstrated experience involving independently researching complex accounting, tax and legal issues, including training and coordinating the work of others.PREFERRED QUALIFICATIONS:Equivalent to a master’s degree in Accountancy and experience in a CSU campus or higher education environment. Possess a CPA certificate or have passed the CPA exam; other professional licenses may be considered.Experience with complex, integrated accounting systems, e.g. Oracle, SCT Banner, PeopleSoft Finance and experience with query tools is preferred. Technical fluency in the use of Microsoft Office Suite, Google’s G-Suite (Gmail, Docs, Drive and Calendar).SPECIAL CONDITIONS OF EMPLOYMENT AND POSITION DESIGNATIONS:
• All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
• The person holding this position will have a duty to report to the Campus Title IX Officer information pertaining to discrimination, harassment, sexual misconduct, sexual exploitation, dating violence, domestic violence, stalking, and retaliation and is required to comply with the requirements set forth in CSU Executive Order EO 1095, EO 1096, and EO 1097 as a condition of employment.
• This position is designated as a Campus Security Authority (CSA). The position is required to participate in training at the direction of the Clery Director and must also promptly report allegations of reportable crimes according to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, its accompanying regulations; the California State Education Code, Chapter 15.5, of the Donahoe Higher Education Act, Section 67380; and the California State University system-wide policy, Code EO 1107.
• This position is required to comply with confidentiality requirements outlined in the Department of Education’s Family Educational Rights and Privacy and California’s Educational Code Chapter 13 regarding sensitive student issues.
• This position has been designated as a sensitive position with:
• access to, or control over, cash, checks, credit cards, and/or credit card account information
• access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards
• May require occasional evenings and/or weekend work.PHYSICAL ENVIRONMENT:Office environment with standard equipment and tasks. The position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations.The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates.BENEFITS/PERKS:This is a management-level position with an attractive benefits package, which includes: a vacation accrual rate of 16 hours per month; an excellent choice of medical, dental, and vision insurance; long-term disability coverage; life insurance; educational incentives; membership in the California Public Employees Retirement System (CalPERS); and 14 paid holidays a year. For further information, please visit Employee Benefits Summary. As a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information.APPLICATION PROCEDURE:For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB. Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned.CSUMB IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS.Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting Human Resources at (831) 582-3389 or emailing humanresources@csumb.edu. All employees must be eligible for employment in the U.S.GENERAL INFORMATION:CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/.CSUMB is a smoke and tobacco-free campus.EQUAL OPPORTUNITY EMPLOYER:CSUMB is an Equal Opportunity employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability.To apply, visit https://careers.csumb.edu/en-us/job/540514/financial-reporting-managerjeid-d877124284675e4cb2a9e2fd2fd108f8

Under the general direction of the Accounting Director, the Financial Reporting Manager is the primary contact for GAAP audit functions and tax compliance for the campus. This position coordinates GAAP assignments given to the campus staff, working closely with their colleagues and immediate supervisor. This position also will work closely with the General Accounting Manager and develop a thorough understanding of the CSUMB ledger reporting structure. Additionally, the Financial Reporting Manager will assist in other audit areas for the campus as well with business process improvements in accounting.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

• Manages preparation of GAAP financial statements for the campus in accordance with generally accepted accounting principles issued by the Governmental Accounting Standards Board. Proactively research pronouncements, CSU System-wide and state policies and procedures that affect the University; develops, recommends and implements changes in collaboration with campus community.
• Responsible for hiring, training and supervising unit personnel, setting goals and preparing evaluations of their performance, and cross-training to effectively work towards a cohesive, collaborative and synergistic team; ensuring assigned operations in these areas are carried out in accordance with established policies and procedures based on organizational goals, university mission and policies, and generally accepted accounting standards; and recommending and/or implementing improvements as it relates to Financial Reporting. Acts as the unit representative on campus-wide and system-wide committees at the direction of the Accounting Director.
• Assures the accuracy of the GAAP ledger and system; provides backup for running system derivation processes, ensuring timely submission to the Chancellor’s Office.
• Oversees all aspects of the external financial audit(s) to ensure timely issuance of the financial reports. Ensures any findings are addressed in a timely fashion.
• Communicates with campus community and auxiliary organizations regarding necessary deadlines and/or reporting requirements and, as necessary, provide guidance in developing process(es) to ensure timely and accurate reporting. Develop and maintain routine/recurring reporting for campus users as necessary to meet internal and/or informational needs.
• Works in concert with the General Accounting Department on special projects; analysis and proposing and posting of journal entries; Participates in the timely and accurate submission of CSUMB data reports to state and federal governments, accreditation organizations and committees, and student lending agencies; Responds to ad hoc requests from senior campus officials, the Chancellor’s Office, the State Controller’s Office and internal and external auditors.
• Oversees tax analysis and reporting and related policy development for the campus.
• Oversees maintenance of capital asset ledgers and reporting, ensuring timely month-end and year-end reporting.
• Approves new chart of accounts and ensures that account structures are consistent with guidelines with the CSU’s Financial Information Report Management Systems (FIRMS) and National Association of College and University Business Officers (NACUBO) Financial Accounting Reporting Model.

Other Functions:

• Participates in university task forces and special projects as required.
• Performs other job-related duties and special projects as assigned.