Accountant - UWW Foundation - 19616

The UW-Whitewater Foundation, Inc, in the division of University Relations at the University of Wisconsin-Whitewater seeks an Accountant (Accountant II, FN002).

This position is responsible for accounting duties for UW-Whitewater Foundation, Inc., a nonprofit organization that inspires philanthropic support for the University of Wisconsin - Whitewater. Duties include, but are not limited to, processing accounts payable, properly recording donation revenue and investment earnings, reconciling accounts, as well as assisting with Board of Director and Committee meetings, the annual independent audit, tax preparation and budget. In addition to maintaining positive public relations, tact and discretion must be exercised in dealing with confidential and sensitive issues. This position reports to the Director of Finance.

Minimum Qualifications:

• Associate’s or Bachelor’s degree from an accredited college
• At least two years’ bookkeeping experience

Desired Qualifications:

• Bachelor’s degree in accounting or business administration from an accredited college or university
• At least five years’ accounting experience for a nonprofit organization
• Raiser’s Edge and Financial Edge (FE) software experience

A. (45%) In a manner consistent with Generally Accepted Accounting Principles, maintain, optimize and continuously evaluate an accounting system for all gifts, pledges, expenses and assets held by the Foundation

• Analyze, develop and maintain accounting processes for monitoring and reporting on Foundation assets
• Monitor daily income and balance reports to ensure accuracy
• Maintain records according to Foundation’s Records Retention and Destruction Policy
• Initiate and oversee numerous transfers within accounts according to established Foundation guidelines
• Provide analysis for budget flows and enhanced variance analysis, together with report design and improvements. Investigates variances and suggests/implements solutions as needed
• Generate periodic reports and other financial documents for the Foundation and for other University personnel
• Respond to and work with University personnel to resolve any problems that may arise regarding Foundation accounts
• Maintain chart of accounts and ensure mapping to financial statements is accurate
• Continually use and research ways to use the accounting and subledger packages to their fullest capabilities including automating processes further and increasing use of RENXT/FENXT for daily financial accounting processes and financial reporting
• Create and design additional analytical financial reports for ongoing management use. Suggest and consider design changes for reporting packages provided to key stakeholders
• Assist with annual independent audit, tax reporting and budget. Participate in decisions regarding proper application of GAAP
• Create new funds and general ledger accounts in Financial Edge and Raisers Edge
• Process daily deposits via remote deposit and/or take cash to the bank
• Document all aspects of Accountant II Position, cross-training Director of Finance completely

B. (20%) Perform monthly closing activities and reconciliations

• Record necessary journal entries to adjust prepaid accounts, record monthly/quarterly/annual fees, record bank fees, etc.
• Reconcile bank statements monthly
• Reconcile balance sheet accounts, including accounts payable and other liability accounts, prepaid accounts, and other accounts as needed
• Reconcile Raisers Edge to Financial Edge for pledge balances, pledge payments and write-offs
• Calculate and record CV adjustments for Life Insurance Policies
• Record MCR, GIK, EF Spendable reclassifications
• Calculate and send Annuity and Trust payments to beneficiaries
• Keep Foundation compliant by filing Sales Tax, DFI report, WI non-stock Corp report and completing WI Department of Regulation & Licensing Report
• Update quarterly budget reports for Alumni Activities and Annual Giving Manager

C. (10%) Record Foundation’s Accounts Payable

• Enter check requests and invoices for payment. Issue payments bi-weekly. Distribute checks to requesters
• Ensure requests for payment have proper approvals and fall within established Guidelines for use of Foundation Funds
• Work with University Financial Services to process and pay bill-backs and ensure reconciliation between the entities
• Monitor fund balances and ensure positive balances are maintained
• Ensure check cutting procedures are adhered to including proper check signing based on thresholds
• Create, mail and store end of year 1099 tax statement for NEC and Investment Income
• Create, mail and store end of year 1096 tax statements

D. (10%) Board of Director and Committee Responsibilities

• Actively participate in Board of Director and Financial Committee meetings
• Prepare draft committee meeting minutes
• Provide support for committee meetings with an eye to move to a staffing role

E. (8%) Record Scholarship Payments in Financial Edge

• Record scholarship payments to appropriate Foundation account
• Record endowed scholarship spendable and supplemental amounts in Financial Edge to reflect current fiscal activity
• Reconcile Scholarships payments w/ University monthly

F. (5%) Record Foundation’s Investment Activity

• Download investment statements, calculate market value change and record investment activity
• Create new general ledger accounts for each new investment account

G. (2%) Maintain WREF records in Quick Books

• Record expenses and issue checks
• Reconcile monthly bank statement
• Create journal entries

Founded in 1868, UW–Whitewater is one of eleven comprehensive universities in a public higher education system that also includes two doctoral institutions and a statewide Extension. UW-Whitewater’s main campus is located in Whitewater, with a branch campus in Rock County, in the city of Janesville. Together, these campuses form a preeminent academic institution driven by the pursuit of knowledge, powered by a spirit of innovation, and focused on transforming lives. UW-Whitewater’s campuses are located conveniently near Milwaukee, Madison, and Chicago, and thus offer the advantage of beautiful small-town environments with easy access to the cultural and commercial opportunities of major metropolitan areas.

The Warhawk family — led by caring faculty and staff — is devoted to student success within a broad range of academic programs offered at the associate, bachelor, master, and doctoral levels. These include both on-campus and online programs, and span the disciplines, from the theoretical to the applied, and encompass study in the arts, business, education, humanities, natural sciences, social sciences, technology, and professional and interdisciplinary programs.

UW-Whitewater has a special mission within the UW System to serve students with disabilities and, as such, embraces the principles of universal design and is one of the most accessible campuses in the nation. The campuses have more than 200 student organizations and UW-Whitewater’s intercollegiate athletic teams compete at the NCAA Division-III level. UW-Whitewater is committed to seeking and sustaining a culturally and ethnically diverse campus environment, building a diverse faculty and staff with expertise and interest in serving students with diverse needs, backgrounds, ethnicities, abilities and other distinct characteristics in respectful, sensitive and understanding ways. The University of Wisconsin-Whitewater is an Equal Opportunity and Affirmative Action Employer, and actively seeks and encourages applications from women, people of color, persons with disabilities, and veterans.

The University of Wisconsin-Whitewater is part of the 13-campus University of Wisconsin System (https://www.wisconsin.edu).

Wisconsin Statute 19.36(7)(b) provides that applicants may indicate in writing that their identity should be kept confidential. In response to a public records request, the University will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful final candidate will be released. See Wisconsin Statute 19.36(7)(a).

Per Regent Policy Document 20-19, University of Wisconsin System Criminal Background Check Policy and UW System Administrative Policy 1275 Recruitment Policies, UW-Whitewater requires criminal background checks as a contingency to employment. A criminal background check will be conducted prior to an offer of employment. All final candidates must be asked, prior to hire, whether they have been found to have engaged in, are currently under investigation for, or left employment during an active investigation in which they were accused of sexual violence or sexual harassment. When obtaining employment reference checks, these same sexual violence or sexual harassment questions must also be asked.

The University of Wisconsin-Whitewater requires that all employees be active participants in following applicable safety rules and regulations including necessary training and drills.

For UW-Whitewater Campus safety information and crime statistics/annual Security Report, see http://www.uww.edu/asfr. If you would like a paper copy of the report please contact the UW-Whitewater Police at 262-472-4660.

Well-qualified candidates can expect a minimum starting annual salary of $55,000.

UW System employees receive an excellent benefit package. To learn more about the UW System’s comprehensive benefit package, review the UW System Employee Benefits Brochure.

CONDITIONS OF APPOINTMENT:

University of Wisconsin-Whitewater does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources. UW-Whitewater is not an e-verify employer, therefore STEM extensions are not options for work authorization.

Applications received by May 14, 2023 are ensured full consideration. Applications received after that date may be given consideration at the discretion of the search committee. The most qualified applicants will be invited to participate in the next step of the selection process.

If you have questions regarding this recruitment or if you are unable to complete the application online due to a disability or system problem, please contact us at (262) 472-1072 or hrstudent@uww.edu.

For questions regarding this position, please contact:

Only complete application packages will be considered. This includes online submission of the following documents:

• Cover Letter
• Resume
• Name and contact information for three professional references

This Job ID is 19616.

https://www.uww.edu/employment