Job Information
Case Western Reserve University Assistant Director of Accounting in Cleveland, Ohio
POSITION OBJECTIVE
The Assistant Director of Accounting supports the Weatherhead School of Management's accounting and financial processes school wide. This position performs monthly reviews, reconciliations and authorizes all expenditures of the school. This position works with the Director of Finance, Research and Administration and the Assistant Dean of Finance and Business Intelligence to understand, implement, and ensure compliance with Case Western Reserve University policies related to financial administration. This position deals with highly sensitive and confidential information, including faculty and staff salaries. This position serves as a subject matter expert school wide in the areas of procurement and expense reimbursement.
ESSENTIAL FUNCTIONS
- Perform monthly and year-end reconciliations to review financial transactions, ensuring accuracy and completeness. Investigate discrepancies and resolve any issues promptly, in collaboration with stakeholders within the school. Develop and implement procedures to ensure smooth flow of data between departments, while maintaining data integrity and appropriate internal controls. (15%)
- Provide accounting support to Executive Education and Corporate Relations, including but not limited to: monthly reconciliations and financial reporting, procurement, and ensuring faculty, staff and independent contractors are paid in a timely manner. (20%)
- Collaborate with department heads, department assistants and staff to manage the procurement process. Review and approve purchasing documents for availability of funding within the departments. Ensure compliance with university policy and any other state/federal funding requirements. Serve as a subject matter expert in procurement and assistant staff members as needed. Provide trainings as needed to educate staff members on how to properly process purchase orders / invoices within the university procurement system. (15%)
- Serve as a subject matter expert in the expense reimbursement process for the school. Provide trainings as needed to educate staff members on how to properly utilize the university's expense reimbursement system. Provide coverage to the departments as needed to assist with expense reimbursement processing. (15%)
- Utilize Generally Accepted Accounting Principles (GAAP) and understanding of university policy and procedures to effectively create and/or review journal entries prepared by department users and appropriately resolve issues as necessary. (10%)
Evaluate adequacy of current reports and processes and develop new reports or processes, as needed, in collaboration with the Assistant Dean of Finance and Business Intelligence, Utech, the ERP Systems team and department users. Function as a technical resource and advisor exercising discretion and independent judgement on creative ways to define analysis parameters or creating meaningful data used for executive decision-making, policy analysis, assessment and strategic planning (10%)
NONESSENTIAL FUNCITONS
- Act as a liaison between the Dean's Office and other departments with whom the Dean's Office interacts. Exercise independent judgement about issues encountered and determine options for issue resolution to be reviewed and agreed upon by the dean's Office. (5%)
- Prepare ad hoc financial reports and provide written descriptions for other reports for use by management. Ad hoc reports may include new reports to use an interpret internal or external data to perform analyses to assist academic administrators, faculty, and staff in order to evaluate needs and/or information decisions. (5%)
- Support faculty and staff with administrative functions (3%)
Perform other duties and responsibilities as assigned. (2%)
CONTACTS
Department: Daily contact with assistant and associate deans, faculty, department administrato