Foundation Accounting Manager

Southern Oregon University

POSITION SUMMARY:
Date application must be received for priority consideration by: May 15, 2025
Anticipated Appointment Begin Date: June 15, 2025
Closing Date or if blank, Open Until Filled:
Job Family Group: Administrative and Professional
Division/Department: University Advancement/Development and Foundation
Compensation Range (commensurate with experience): $59,402.73-$68,279 @ 1.0 FTE
FLSA Status: Exempt
Appointment Basis: 12-month
Time Type: Full-time
Benefits Eligible: Yes
Renewable/Non-renewable/Grants/Limited Duration/Temporary: Non-renewable/Gift-Funded
This position must possess and maintain a current, valid Driver License: Yes
This position is designated as a critical, security-sensitive or safety-sensitive position; therefore, the incumbent must successfully complete a Criminal Background Check: Yes
Lead Work/Supervisory Responsibilities: No
Work Location Type: On-campus
Work Hours: M-F (8:00a - 5:00p) Hours are subject to change with notice.
Worker Status: Must be able to legally work in the United States without visa sponsorship

SPECIAL INSTRUCTIONS TO APPLICANT:

• Each applicant is required to provide (as attachments to the online application) the following supplemental documents: (1) a letter providing some detail of the applicant's qualifications and interest in the position; and (2) current resume/CV. - PLEASE NOTE - during the application process, you will be prompted to attach these documents in the area titled 'Resume.' Please either combine ALL documents into ONE attachment, OR upload each item separately in this section. Failure to upload ALL of the required documents may disqualify application from consideration.
• For inquiries and additional information, please contact Human Resource Services via email at hrs@sou.edu or by phone at (541)552-8553.
• To view SOU's very generous benefits and pension programs available to eligible positions, please visit https://inside.sou.edu/assets/hrs/Benefits/Benefit_Flyer/2024_Prospective_Candidate_Benefit_Overview_012024.pdf
• Our benefits package is an important complement to the offered salary and our Total Compensation Calculator, https://inside.sou.edu/hrs/comp-calc.html, demonstrates our value and commitment to our employees.

POSITION DESCRIPTION:

Southern Oregon University (SOU) is looking for an experienced, analytical, and results oriented accountant to fill the position of Foundation Accounting Manager. This position is responsible for managing and overseeing the foundation's financial operations alongside a contracted fractional CFO. The primary focus of the position is on financial reporting, budgeting and forecasting, and accounting operations, including accounts payable and accounts receivable; month-end posting procedures; reconciliations; audit preparation, and other day-to- day functions of accounting services.

The Accounting Manager must be able to successfully balance multiple priorities, provide excellent service to staff and donors, and demonstrate strong analytical skills. Further, the Accounting Manager will play a key role in analyzing trends, helping to improve systems and performance, and effectively implement policies and procedures to support the growth of the university's giving programs. The Accounting Manager must be able to set their own priorities to meet business demands, make decisions autonomously, and work collaboratively with stakeholders.

Minimum Requirements

• BA/BS/BBA in Accounting or related field, plus minimum 2 years of related experience
• Demonstrated experience with general ledger management and reconciliations.
• A comprehensive understanding of accounting as a functional area, including accounts payable, accounts receivable, cash receipts, journal entries, reporting, reconciliations, posting procedures, and overall general ledger management.
• Ability to understand fund management databases, due-to/due-from accounting, and fund balances.
• Excellent computer skills and proficiency with a variety of computer applications including Microsoft Excel, word-processing, spreadsheets, and databases.
• Demonstrated skills in customer and service centered skills.
• Knowledge of Generally Accepting Accounting Principles (GAAP).

Preferred Requirements

• Non-profit accounting practices (fund accounting).
• Experience with The Financial Edge and Fundriver software

Essential Functions

Duties - The following examples are typical work activities that are meant to illustrate the general range of work functions and are not meant to be all-inclusive or restrictive:

(70%) Duties Include

Working alongside the foundation's fractional CFO, maintain overall quality, integrity and compliance of the Raiser's Edge and Fundriver databases--including, but not limited to:

• Applies complex accounting principles and procedures in working with specialized accounting records and reports. Assembles and analyzes data and transactions, prepares statements and reports relating to all foundation transactions.
• Creates and reviews procedures for compliance, internal controls, reconciliations, and accounting practices. Supports the preparation of the SOU Foundation audit and financial statements.
• Reviews, explains, interprets and executes policies and procedures on all aspects of financial data management.
• Creates, reviews, and verifies transactions for accuracy and compliance and to ensure audit trail requirements are being met and procedures for recording information have been followed.
• Prepares regular bank deposits, including completing electronic deposit of checks.
• Completes regular reconciliations in accounts payable, accounts receivable, cash receipts, fund balances, banking, and investments. Identifies and resolves accounting errors or discrepancies.
• Completes monthly posting procedures which include reconciliation and entry, fee assessment, distribution of investment earnings, posting of gift data.
• Uses accounting records and supporting documentation to compile financial statements, budget recaps, and other special reports. Prepares reports for Foundation committees and board meetings.

(20%) Duties Include

Extract data via lists and reports to support various engagement activities across the university with accuracy and in a timely fashion. Including, but not limited to:

• Develops complex queries/exports/reports to support the development staff, foundation affiliates and
  university stakeholders
• Presents data in the most meaningful way that is readily accessible, taking into consideration the level of knowledge of the requestor
• Collaborates with end users to gather requirements and ensure proper testing and validation
• Provides support/training to end users on running standardized and ad hoc reports

(10%) Other duties as assigned

Skills, Knowledge, and Abilities

• Excellent communication skills; demonstrated ability to effectively communicate information in a clear and understandable manner, both verbally and in writing.
• Demonstrated customer service experience requiring a very high level of diplomacy and professionalism to effectively handle a broad range of sensitive interpersonal situations.
• Demonstrated ability to interpret and consistently apply a wide variety of complex policies and procedures where specific guidelines may not always exist.
• Expressed ability to work with frequent changes in policies and procedures, under pressure of deadlines in a fast-paced environment.
• Demonstrated ability to proactively assess work operations and anticipate potential problems; ability to develop and implement strategies for preventing/resolving problems.
• Great ability to effectively perform work of a highly sensitive and confidential nature that requires access to information. Must be able to exercise sound judgment and discretion, tact, and diplomacy.
• Takes initiative in independently planning, organizing, and performing work assignments within broadly defined parameters
• Demonstrated ability to work with a high level of productivity and accuracy/attention to detail.
• Excellent organizational and time management skills with the demonstrated ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines.
• Excellent computer skills and proficiency with a variety of computer applications including word processing, spreadsheets, databases, online systems, social media platforms, Internet as well as online calendaring and email.
• Demonstrated ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative, productive work atmosphere in and outside the University with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds.
• Willingness to and work effectively in a heavily bureaucratic environment which requires regular interaction with a number of levels within the organization and multiple outside agencies.
• Working knowledge or ability to quickly learn, university infrastructure, policies, and procedures.
• Demonstrated skills in an institutional/educational environment utilizing a customer-oriented and service-centered attitude.

Physical Demands

• Normal office activities such as sitting/standing at a desk, using a computer and communicating in person both in writing and via phone with others.

Special Conditions

• Must be willing to travel and attend training programs off-site for occasional professional development.
• Must be able to work additional hours and adjust working hours to meet special jobs. May be called back periodically to perform work as needed on an emergency basis.
• Must be able to successfully pass a pre-employment background check.
• This position classification has been defined as exempt and is not subject to the overtime provisions of the Fair Labor Standards Act (FLSA).
• The person holding this position is considered a mandatory reporter under the Oregon Revised Statutes and is required to comply with the requirements set forth by the Oregon Department of Human Services.
• This position is gift funded and renewal of appointment is contingent upon continued funding. When a position experiences a loss in funding, employees whose appointments are funded by that grant/gift may be terminated without notice.

_________________________

SOU is an equal access AA/EOE committed to achieving a diverse and inclusive workforce

In compliance with the Americans with Disabilities Act (ADA), Southern Oregon University will provide, if requested, reasonable accommodation to applicants in need of accommodation in order to provide access to the application, interviewing, and selection process. You are not required to note the presence of a disability on this application. If, however, you require a reasonable accommodation in the application and/or interview process due to disability, requests must be made in a timely manner to Human Resources.

Diversity Statement:
Southern Oregon University is a welcoming community committed to inclusive excellence and the celebration of diversity. Without diversity, our educational process is diminished. Working together in support of our commitment to diversity, we strengthen and enrich our role as learners, educators, and members of a tightly connected global community. We encourage those who share in our commitment to diversity, to join our community and we expect all our employees to demonstrate an ability and desire to create an inclusive campus community.

SOU Land Acknowledgement
We want to take this moment to acknowledge that Southern Oregon University is located within the ancestral homelands of the Shasta, Takelma, and Latgawa peoples who lived here since time immemorial. These Tribes were displaced during rapid Euro-American colonization, the Gold Rush, and armed conflict between 1851 and 1856. In the 1850s, the discovery of gold and settlement brought thousands of Euro-Americans to their lands, leading to warfare, epidemics, starvation, and villages being burned. In 1853 the first of several treaties were signed, confederating these Tribes and others together - who would then be referred to as the Rogue River Tribe. These treaties ceded most of their homelands to the United States, and in return, they were guaranteed a permanent homeland reserved for them. At the end of the Rogue River Wars in 1856, these Tribes and many other Tribes from western Oregon were removed to the Siletz Reservation and the Grand Ronde Reservation. Today, the Confederated Tribes of Grand Ronde Community of Oregon (www.grandronde.org) and the Confederated Tribes of Siletz Indians (www.ctsi.nsn.us) are living descendants of the Takelma, Shasta, and Latgawa peoples of this area. We encourage YOU to learn about the land you reside on and to join us in advocating for the inherent sovereignty of Indigenous people.

Notice to Prospective Employees
Section 485 of the Higher Education Act, and The Federal Crime Awareness and Campus Security Act of 1990 (now referred to as the 'Clery Act'), require that prospective employees be notified of the availability of SOU's Annual Security and Fire Safety Report. The report provides the annual statistics and campus policies for the reporting of and responding to campus crimes and fires; access to campus facilities; conduct code and campus policies on the use, possession, and sale of drugs/alcohol; and educational/information programs to inform the campus community about campus security procedures and crime prevention.

An electronic copy of the Annual Security Report (ASR) can be accessed at the following link: https://cps.sou.edu/clery-act-annual-security-report/. A physical copy of the ASR is available at no charge upon request. To request a copy, please visit the Office of the General Counsel located in Churchill Hall, 1250 Siskiyou Boulevard, Ashland, Oregon 97520. For more information, call 541-552-7095, or email clerycoordinator@sou.edu.


To apply, please visit: https://sou.wd1.myworkdayjobs.com/en-US/Southern_Oregon_University/job/Southern-OregonAshland-Campus/Foundation-Accounting-Manager_R0000712







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