Senior Financial Manager

4 weeks ago


White Plains, New York, United States Classic Westchester Full time

Job Summary

The Senior Accountant position at Classic Westchester is a key role in the University's Grant management, responsible for overseeing and managing the financial activities of the University. This position requires a high level of financial expertise, including preparing financial statements, conducting financial analysis, reconciling accounts, managing budgets, and providing financial guidance to management and grant coordinators.

Key Responsibilities

  • Coordinate and manage month end reporting and transaction review.
  • Monthly reconciliation to advancement records.
  • Unitization and distribution to donor endowment funds.
  • Monthly reconciliation of investments and endowment assets.
  • Allocation of investment return.
  • Lead projects to improve the effectiveness of Finance Office practices.
  • Evaluate discrepancies and research/reconcile the cause of the discrepancies for investment assets.
  • Research accounting issues; interpret and apply generally accepted accounting principles.
  • Preparation of footnotes, schedules and surveys related to investments.
  • Project cash flows and monitor monthly cash needs; ensure timely transfer of short-term investment assets to address operating cash account needs.

Requirements

  • Minimum of 5 years accounting experience.
  • General ledger and account maintenance.
  • Monthly and year end general ledger closing.
  • Audit schedules and analyses.

Preferred Qualifications

  • Working knowledge of Banner ERP System.
  • Higher education or not-for-profit experience.
  • CPA.
  • MBA.

Education Requirements

  • Bachelor's degree in Accounting.

Physical/Other Requirements

  • Must be able to push, pull, move or lift up to 50 lbs.
  • Must be able to meet all general health requirements for the position as per university policies.


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