Assistant Controller, W&M Foundation at William & Mary in Williamsburg, Virginia

Job Description:

Position Number:

FP965W

Position Title:

Assistant Controller, W&M Foundation

Employment Category:

Full Time Professional

Location:

William & Mary

Department:

610000 University Advancement

Unit Mission Statement:

University Advancement creates the conditions for opportunity - human, financial & experiential - by garnering and stewarding the resources that advance William & Mary.


William & Mary Foundation's defining and essential mission is to support the university's people and programs. By seeking private support, and then diligently managing those funds, the W&M Foundation advances and furthers the work of William & Mary's students and faculty -providing vital resources for scholarships, professorships, research and program funding.

Position Summary:

Reporting to the Controller, the Assistant Controller provides technical expertise in and management of the accounting and financial reporting functions of the William & Mary Foundation. The position:

• is responsible for designing, implementing and providing oversight of accounting processes and procedures and internal controls;


• collaborates with University IT and external vendors on system development/implementation activities affecting WMF and related entities; and


• coordinates the annual audit with the external auditors.

Additionally, the position interfaces and collaborates broadly with the University community on a wide-range of matters. The Assistant Controller supervises two staff.


The successful Assistant Controller will be a proactive member of the team, a champion for diversity and equity who will find innovative ways to incorporate diverse perspectives into all aspects of their work. This is a hybrid position based in Williamsburg, Virginia, that offers a flexible work environment.


Please review the full position description with all job duties under the "Featured Job Opportunities" on the University Advancement recruitment website:
https://advancement.wm.edu/come-work-with-us/open-positions/index.php
Conditions of Employment:

• This position requires additional hours beyond the typical work week, at times, in order to meet the business objectives.


• This position is subject to occasional travel for business purposes and professional development.


• Working remotely from home may be required under University-imposed conditions. In such circumstances the position holder will be required to have high-speed broadband network access and proper encryption for secure communications and have a place to work that satisfies University space and safety requirements.

Essential Designation:

No

FLSA:

Exempt

Position Restricted?:

No, this is a continuing E&G funded position and not term-limited

Position Term:

12 month - Continuing

Position Months:

Faculty or Staff: 12 month

Required Qualifications:

• Bachelor's degree in accounting, finance or related field


• Substantive and progressively responsible experience and expertise in an accounting or finance role.


• Substantive experience with preparation of annual financial statements and coordination of annual audits.


• Demonstrated management level experience, directing daily operations and managing personnel.


• Experience with automated accounting/financial/reporting systems.


• Advanced knowledge of generally accepted accounting principles (GAAP) and auditing standards as they relate to not-for-profit organizations and governmental entities with diversified, complex investment portfolios.


• In-depth knowledge of state and federal laws, IRS code, UPMIFA, and other regulations pertaining to not-for-profit organizations.


• Advanced analytical and problem solving skills with the proven ability to independently interpret and apply principles guiding accounting and financial reporting.


• Strong proficiency with a variety of software applications, particularly MS Office with advanced competency with Excel and Word, automated accounting, enterprise and report writing systems.


• Ability to formulate and implement financial policies, practices, procedures, and internal controls.


• Strong interpersonal, oral and written communication skills with the demonstrated ability to work as a strong collaborative team player.


• Strong organization skills with the ability to work independently and successfully managing multiple projects with competing priorities while meeting tight deadlines.


• Strong work ethic with dedicated commitment to performing at a high level contributing to a collegial team-oriented workplace.

Preferred Qualifications:

• An advanced degree (particularly a master's in accounting, taxation, or finance).


• Certified Public Accountant (CPA) license.


• Significant financial accounting and reporting experience working for a not-for-profit enterprise that has a large and complex diversified portfolio.


• Experience with a non-profit higher education institution or a university-affiliated foundation.


• Prior experience working with Banner (Finance), Qlik reporting software and/or Workday.

Is the position remote work eligible?:

Hybrid (works remotely at least 1 day per week but not full-time)

Remote Work Disclaimer:

Remote work eligibility is not guaranteed and is subject to approval. Employee eligibility depends on the likelihood of the employee succeeding in a remote work arrangement and the supervisor's ability to manage remote workers. Departments and/or Human Resources may amend, alter, change, delete, or modify eligibility.

Advertised Pay Range:

Up to $140,000, commensurate with experience

Advertised Pay Range Statement:

All hiring rates are commensurate with relevant experience up to the advertised amount considering internal alignment.

University Salary Range:

U17

Benefits Summary Statement:

William & Mary offers our employees a full array of benefits including retirement, health insurance with options for expanded dental and vision along with group and optional life insurance with coverage for spouse and children, flexible spending accounts, and an EAP (Employee Assistance Program).


Our employees enjoy additional university benefits such as educational assistance, professional development, wellness benefits, and a robust holiday schedule. All employees have access to fitness facilities on campus. Staff members also have access to the university libraries, and much more. To learn more, go to: https://www.wm.edu/offices/uhr/benefits/index.php?type=none

Job Open Date:

08/30/2024

Open Until Filled:

Yes

Special Application Instructions:

For priority consideration, apply by the review date. This position is open until filled.

Background Check Statement:

William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check.

EEO Statement:

William & Mary values diversity and invites applications from underrepresented groups who will enrich the research, teaching and service missions of the university. The university is an Equal Opportunity/Affirmative Action employer and encourages applications from women, minorities, protected veterans, and individuals with disabilities.

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