33 Senior Financial and Accounting Analyst Jobs in Cincinnati, OH
HEBREW UNION COLLEGE is Hiring a Senior Financial and Accounting Analyst Near Cincinnati, OH
Job Details
Description
Position Summary
The Senior Financial and Accounting Analyst is responsible for cash and treasury management, asset management, reconciliation and resolution for critical areas of institutional activity. This position will maintain cash projections and cash needs, manage and reconcile accounts such as, but not limited to, merchant accounts, investment accounts, international importing and reconciliation for our Jerusalem campus, hedging, etc. It will be responsible for processing investment trades and transactions, performing general journal entries, monthly reconciliations, monthly and quarterly allocations, and various other accounting activities.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
- Track, reconcile, resolve and analyze all cash activity for various bank accounts that may include general operating, temporarily restricted and donor restricted accounts, endowment, investment portfolio, pension funds, and merchant accounts.
- Responsible for collaborating with our Jerusalem accounting team to import, reconcile, analyze and resolve any issues related to the month end close process.
- Responsible for gathering and analyzing short-term market information, making recommendations and implementing investment strategies for better utilization of operating cash.
- Reconcile, resolve and analyze activity for various supporting systems that may include student services, Raiser’s Edge, PayCom, etc.
- Calculate and prepare documentation for a variety of complex accounting activities such as spending policy distributions, scholarships, allocations, restricted cash transfers, etc.
- Record activity for various trusts and annuities.
- Process payroll imports, withholdings, benefit allocations and reconciliation for such activity.
- Monitor, implement and recommend changes, and execute transactions related to donated stock systems, borrowing and hedging vehicles, money center, etc.
- Process general journal entries and post transactions in the general ledger.
- Prepare and initiate cash transfers for restricted funds, spending policy, etc.
- Record activity for fixed assets, prepare subledger information for year end and audit purposes and provide supplemental information for board committees.
- Provide timely support to assist the team in an aggressive month end close process.
- Obtain statements on individual investment funds and annual audited financial statements and reconcile investment transactions of the College to endowment and custody accounts including the pension.
- Attend Investment Committee meetings and prepare trade and subscription documents and amendments and provide support for 403b, endowment, pension accounts and investment accounts.
- Assist with the annual audit process including reconciling accounts and preparing various footnotes and statements.
- Lead, manage and support special projects as requested to provide automation and increase efficiencies in the department.
- Prepare a variety of monthly, quarterly and annual reports for leadership as requested.
- Perform other duties as assigned.
Qualifications
Education
- Required: Bachelor's degree in related field
- Preferred: Masters in Accounting, Business or related field
Experience
- Required: Five years in accounting with some treasury experience
- Preferred: Senior accountant level experience
- Preferred: Treasury/Investment experience
- Preferred: Experience in higher education or non-profit
Knowledge, Skills & Abilities
- Superior Attention to Detail - be careful about detail and thorough in completing work tasks.
- Excellent Concentration - ability to concentrate on a task over a period of time without being distracted.
- Excellent Coordination/Organization - organize the different elements of a complex body or activity to enable them to work together effectively.
- Excellent Critical thinking - Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Excellent Judgment and Decision Making - Consider the relative costs and benefits of potential actions to choose the most appropriate one.
- Good Leadership - willingness to lead, take charge, and offer opinions and direction.
- Excellent Mathematics - Use mathematics to solve problems.
- Excellent Written Comprehension & Expression - ability to read and understand information and present ideas in writing.
- Excellent Customer Service Skills - handle a variety of difficult customer situations using tact, diplomacy and patience, both in person and over the phone.
- Excellent Technology Skills - a champion of technology that identifies and embraces automation and process improvement.
- Preferred knowledge of investment markets.
Technology
- Microsoft Office 365 - Word, Excel, PowerPoint, Teams and Outlook
- Accounting software - Abila MIP
- PayCom, Raiser's Edge, Empower, Concur, Fund Driver
Core Values
Employees are expected to model Hebrew Union College’s Core Values:
- Honesty and Integrity
- Kindness and Decency
- Openness and Transparency
- Responsible Empowerment
- Trust and Security
- Diversity and Inclusion
Work Environment & Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Work is typically performed in an indoor office or classroom environment. While performing the duties of this job, the employee is frequently required to sit or stand, walk, talk, and listen; the employee may occasionally have to stoop, bend, reach, and lift up to 20 pounds. Employees need manual dexterity to operate standard office equipment and a personal computer, clarity of speech and hearing or other communication capabilities to discern verbal instructions and to communicate effectively with others and visual acuity to comprehend written work instructions and review, evaluate, and prepare a variety of written materials and documents.
Job Summary
Other
$63k-78k (estimate)
03/11/2024
05/09/2024
ceohuc.edu
New York, NY
<25
Related Companies
The job skills required for Senior Financial and Accounting Analyst include Accounting, Microsoft Office, Customer Service, Attention to Detail, Accounting Software, Financial Statements, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Financial and Accounting Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Financial and Accounting Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Financial and Accounting Analyst positions, which can be used as a reference in future career path planning. As a Senior Financial and Accounting Analyst, it can be promoted into senior positions as a Bookkeeping Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Financial and Accounting Analyst. You can explore the career advancement for a Senior Financial and Accounting Analyst below and select your interested title to get hiring information.
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