Fiscal Officer

3 weeks ago


Bloomington, Indiana, United States Indiana University Full time
Job Summary

The Organization of American Historians (OAH) is seeking a highly skilled Fiscal Officer to join its team. As a key member of the financial team, the successful candidate will be responsible for financial planning and analysis, budgeting, and reporting.

Key Responsibilities
  • Assist in financial planning and tracking for the organization, including monitoring and managing cash flow, and ongoing evaluations of the organization's financial position and performance.
  • Prepare and record monthly closing documentation, review closing steps performed by other administrative and accounting staff.
  • Develop, prepare, and analyze monthly, quarterly, and annual technical financial statements, including balance sheets, cash projections, budgets, departmental reports, and dashboard reports.
  • Review, implement, monitor, and maintain effective internal controls; provide operational and administrative direction regarding the internal control environment.
  • Manage all OAH accounts, including IU Foundation accounts, OAH prize funds, and project and grant accounts; monitor and maintain minimum IU cash balance requirements.
  • Undertake business office financial and administrative tasks, including weekly invoicing and payment approvals, processing and tracking donations, managing insurance, insurance renewals, and compliance, managing bank and credit accounts.
  • Report the organization's financial position and performance to the OAH Executive Director, the OAH Executive Board, the OAH Treasurer, and the OAH Finance Committee.
  • Serve as OAH's IU Fiscal Officer, monitor OAH's IU budget, and perform general financial and administrative duties to ensure compliance with university financial and human resources policies and procedures.
  • Lead annual OAH internal budget construction.
  • Prepare and file annual OAH tax returns (including Form 990), non-profit filings, and state charitable registrations.
  • Ensure thorough compliance with regulatory agencies and prepare annual Forms 1099 for contractors, award recipients, and vendors.
  • Lead the annual external audit, interface with the external annual audit team, respond promptly to all audit inquiries, produce and provide all requested schedules and documentation for all aspects of the OAH annual audit.
  • Attend the OAH Annual Conference and oversee related financials.
  • Lead IU budget construction.
Requirements
  • Bachelor's degree in finance, business, or related field.
  • 2 years of relevant experience.
  • Advanced degree in accounting or related field preferred.
  • CPA certification upon date of hire preferred.
Preferred Qualifications
  • 3 years of non-profit and multi-fund accounting experience.
  • Understanding of nonprofit multi-fund accounting and donor/board restrictions.
  • Understanding of cash flow management, and budget construction and oversight; understanding of GAAP for nonprofit entities, journal entries, the trial balance, balance sheet, and statement of operations.
  • Understanding of nonprofit internal controls, audit processes, and tax return preparation.
  • Proficient Microsoft Excel skills, including lookup functions and other formulas, tables, and pivot tables.
  • Knowledge and advanced experience with content management systems and databases, financial tracking, and accounting software (e.g., Sage, Salesforce).
  • Ability to multi-task and handle numerous projects at once, as well as the ability to work independently.
  • Ability to be detail-oriented.
  • Proficient organizational skills, record management, and financial management skills.
  • Verbal and written communication skills.
Working Conditions / Demands

This role requires the ability to effectively communicate and to operate a computer and other standard office productivity equipment. The position involves sedentary work as well as periods of time moving around an office environment and the campus. The person in this role must be able to perform the essential functions with or without an accommodation.

Work Location

Bloomington, Indiana

Advertised Salary

$52,000 - $64,600 per year based on experience

Benefits Overview

For full-time staff employees, Indiana University offers a wide array of benefits, including multiple plan options for medical insurance, dental insurance, health savings account with generous IU contribution, life insurance, LTD, and AD&D options, base retirement plan contribution from IU, subject to vesting, additional supplemental retirement plan options, tuition benefit for IU classes, 10 paid holidays per year, generous paid time off, paid parental leave, employee assistance program (EAP), and more.


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