Lead Accountant

Responsible for supervision and training of the Financial Reporting staff in all aspects of award setup, compliance, billing, collections, report preparation and award closeout.  Handle difficult negotiations involving overdue account balances.  Responsible for the processing of system invoices, reviewing final invoices/financial reports, and troubleshooting various issues within the department.  Responsible for submission of financial reports to sponsors.  Work with faculty, staff and sponsors on issues related to grants accounting, billing, receivables, and/or financial report. Other duties as required to ensure the overall successful operation of the department.

Duties:

• Works in conjunction with the Dean, Department Business Administrator, or Head of the department to provide fiscal financial stability for the department.
• Reconciles accounts.
• Uses PeopleSoft reports to balance financial statement transactions to source documents such as accounts payable transactions, deposits, and inter-university transactions.
• Documents any timing differences or reconciling items.
• Examines and solves irregularities.
• Monitors departmental accounts, accounts payable transactions, and spending activity.
• Prepares cost and budget transfers.
• Prepares and enters requisitions and invoices into PeopleSoft for payment.
• Prepares the daily deposit of departmental receipts.
• Produces statements of financial activity based upon monthly departmental business, to include but not limited to section financials, consolidated department financials, and cash flow analysis.
• Initiates cost transfers between various departments and service units.
• Performs intuitive financial analyses for Dean, Department Business Administrator, or Head of the department.
• Recognizes deficiencies in accounting control issues. 
• Produces cash flow payback analyses on personnel and physician recruitment.
• Reduces departmental costs and creates more efficient operations.
• Develops accounting policies for the department in order to reduce departmental costs and to create more efficient operations.
• Works in conjunction with the Business Administrator, Dean, or Head of Department to communicate financial information to staff, faculty, and other personnel.
• Acts as a backup to the Business Administrator, Dean, or Head of Department in the approval process of payroll, Professional Practice Plan calculations, and all other financial matters.
• Advises management regarding the effective use of resources and methods to maximize earnings.
• Works with the Business Administrator, Dean, or Head of Department to prepare the annual department budget.
• Prepares financial reports to document activity, substantiate transactions, and report findings.
• Prepares and presents written and verbal financial and cash flow presentations to staff, faculty, and other personnel in a professional setting. 
• Manages various financial projects.
• Sets goals for project, sets timeline, appoints members, assigns duties, delegates tasks, ensures goals are met, and finalizes outcome.
• Provides assistance to departmental staff in billing and collecting process, and payroll.
• Answers financial questions as needed. Examines and solves irregularities in reconciliation process and other financial processes.
• Ensures the quality of data. Researches inconsistencies and conducts follow-up investigations to solve problems.
• Supervises subordinate personnel including Staff Accountants, Accountants, Accounting Specialists, and Account Clerks.
• Trains, delegates tasks, and oversees work.
• Acts as a backup for all subordinate employees.
• Assists Business Administrator, Dean, or Head of Department in personnel selection. 
• Performs various duties as needed to successfully fulfill the function of the position.

Education: Bachelor’s Degree, 18 hours of college level accounting, AND:

• 48 months of accounting experience.

Skills: ERP Financial Software; Microsoft Office Software

Department Preferences:   

• Peoplesoft
• Moderate to advanced Excel skills
• Minimum of 2 years sponsored programs experience
• CPA OR CRA certification preferred

Working Conditions:

• Physical: Sitting for prolonged periods. Manual dexterity. Use of computer and answer telephone.
• Environmental: Standard Office Environment

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