1. Drafts preliminary financial sections of proposals. 2. Reviews all proposals for accuracy, completeness, and compliance to grantor and University requirements and regulations. 3. Monitors, controls, and maintains financial activity of accounts. Ensures expenditures are posted to proper accounts. Identifies, researches, and corrects questionable expenditures. 4. Serves as the principal source of information on financial policies and procedures and financial activity. 5. Reconciles and analyzes financial statements. Prepares standardized and specialized financial reports and analyses. 6. Oversees and instructs support staff. 7. Oversees the maintenance of financial records and files. 8. Assists with the development and implementation of systems and procedures. 9. May calculate weekly payroll for department staff. 10. Performs clerical functions incidental to accounting activities.

Required Skill/ability 1:  Advanced experience with Excel including data manipulation, creating and working with complex spreadsheets and pivot tables. Demonstrated facility and comfort with technology necessary to generate templates, data lists, and reports. Adequate understanding of database querying in a constituent relationship management (CRM) database.

Required Skill/ability 2:  Familiarity with GAAP financial rules with superior organizational skills to prioritize/multi-task in an environment with demanding time constraints. Well-developed interpersonal and problem-solving skills to provide support to a wide variety of staff and external customers. Willingness to learn new work assignments.

Required Skill/ability 3:  Superior communication and reporting skills. Ability to demonstrate accuracy and attention to detail, and to maintain strict confidentiality of information in a fast-paced environment.

Required Skill/ability 4:  Excellent attendance and punctuality history. Available to work scheduled hours onsite and during peak periods through holiday recess and early January, and during fiscal year-end closing in June and July.

Required Skill/ability 5:  Commitment to an inclusive workplace. Ability to engage with diverse audiences (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc.).

Preferred Education:  Proven experience in a university setting or fundraising organization.

Work Week:  Standard (M-F equal number of hours per day)

Posting Position Title:  Financial Assistant 4

University Job Title:  Financial Assistant 4, Gift and Records Services

Preferred Education, Experience and Skills:  Proven experience in a university setting or fundraising organization.

Six years of related work experience, four of them in the same job family at the next lower level, and a high school level education; or four years of related work experience and an Associate degree; or little or no work experience and a Bachelor's degree in a related field; or an equivalent combination of experience and education.

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