Accounting and Financial Operations Analyst at Northeast Wisconsin Technical College in Green Bay, Wisconsin

Job Description:

We believe every member on our team enriches our diversity by exposing us to a broad range of ways to understand and engage with the world, identify challenges, and to discover, design, and deliver solutions. We value the ability to serve students from a broad range of cultural heritages, socioeconomic backgrounds, genders, abilities, and orientations. Therefore, we seek applicants who demonstrate they understand the benefits of diversity in a higher education community. Consideration will be given to equity-minded individuals committed to collaborating with faculty, staff, administration, students, and community partners who are also committed to closing equity gaps.
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Department: Foundation

Reports To: Executive Director of Foundation & Chief Advancement Officer

FLSA Status: Exempt

Amount of Travel Required: Day-4/month; Overnight-1/month

Salary Grade: C

Positions Supervised: None

Workday Job Profile: JC100631

LOCATION: Green Bay, WI

STANDARD HOURS: 40 hours per week. Typical hours Monday - Friday 8:00 am - 4:30 pm; Flexibility required to include other evening and/or weekend hours, as necessary.

SALARY RANGE: $69,344 - $74,737 per year

*Salaries/Wages for all finalists (internal and external) will be placed

within the range
based upon education, experiences, current wages, and internal equity.

POSITION SUMMARY

Responsible for providing financial leadership to ensure sound fiscal practices that enable streamlined operations in, and provide scalability to, the advancement services functions of the NWTC Educational Foundation (Foundation). Performs all accounting and finance functions as well as financial reporting and presentation for the Foundation. Design, analyze, and present financial reports for various audiences, work with investment managers, manage the short-term investment funds, manage annual audit activities and tax return preparation, and oversee the banking and accounts payable/accounts receivable functions. Provides financial recommendations and information to Foundation leadership and the Foundation's Board of Directors.

ESSENTIAL FUNCTIONS

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the functions identified in the job description.

Essential Functions Statement(s)

General

• 
  

  Responsible for the daily work activities of the Foundations business operation including determination of fiscal policies and procedures to cover all strategic financial management, accounting, auditing, financial, budgeting, investment and treasury functions of the Foundation.

  
  

Accounting

• 
  

  Manage efforts associated with accounting and financial matters including, but not limited to banking, accounts payable and receivable functions, purchasing, investments, endowment allocations, monthly and year-end closing activities, annual budgeting process, daily operations, and daily cash management.

  
  


• 
  

  Manage all payments to the College, ensuring compliance with grant requirements.

  
  

• 
  

  Perform all activities related to the preparation of month end closing and reporting.

  
  

• 
  

  Responsible for all tax related filings. Investigate and advise on non-profit financial and tax related issues or questions.

  
  


• 
  

  Manage in-kind donations for tax and financial reporting, tax acknowledgements and compliance.

  
  

Finance & Budget

• 
  

  Provide leadership and direction for all financial activities of the NWTC Educational Foundation.

  
  


• 
  

  Work with the investment managers to monitor returns and ensure compliance with the investment policy.

  
  

• 
  

  Maintains financial and operational aspects of the Foundation following Council for Advancement and Support of Education (CASE) checklist for Institutionally related Foundations and ensure compliance with State laws and best practices.

  
  

• 
  

  Exercises independent judgment in assisting the Executive Director and Chief Advancement Officer in creating and monitoring the Foundation and College budgets to ensure responsible utilization of financial resources.

  
  


• 
  

  Conduct annual spend analysis in accordance with Foundation policy and makes recommendation for endowment spending.

  
  


• 
  

  Coordinate the annual audit activities and tax return preparation with the selected independent accounting firm. Prepare and provide workpapers to conduct the audit. Review completed financial statements and tax return. Resolve any issues or questions during audit and tax return preparation.

  
  


• 
  

  Maintain financial security by establishing and monitoring internal controls.

  
  

Reporting

• 
  

  Design, prepare, and analyze financial reports including, but not limited to quarterly board reports, annual revenue reports and statistics, and endowment reports for donors.

  
  


• 
  

  Ensure compliance with federal and state reporting and regulatory requirements.

  
  


• 
  

  Contribute to the development of regular reports for the Foundation Board and Board of Trustees, periodic and requested updates to the College Executive Team, and other special reports.

  
  

Foundation Board

• 
  

  Attend Finance & Investment Committee (quarterly) and Board (bi-monthly) meetings and present the Financial Statements, budget, and other finance related items. Respond to questions concerning financial reports and other finance related items.

  
  


• 
  

  Work closely with the Executive Director and Foundation Finance & Investment Committee regarding Foundation bank accounts, investments, and other financial matters related to the Foundation. Make recommendations on finance related matters including, but not limited to balancing the budget, effective management of unrestricted funds and maximizing investment earnings.

  
  

Operations

• 
  

  Write and update policies and procedures to ensure adherence to internal controls.

  
  
  
  
  • 
    

    Parter with the Executive Director to create, maintain, update, and review policies and procedures related to the Foundation.

    
    
  
  
  • 
    

    Manage the RFP process for major expenses including, but not limited to investment managers, banking services and software. Serve as the project manager for new initiatives.

    
    
  
  
  • 
    

    Responsible for credit card processing within the Foundation. Ensure compliance with Payment Card Industry (PCI) standards including training, completing the necessary Self-Assessment Questionnaires (SAQ) and updating PCI procedures.

    
    
  
  
  • 
    

    Provide leadership on the use of Financial Edge and Raiser's Edge software to best serve the Foundation needs.

    
    
  
  
  • 
    

    Partner with the Executive Director to establish strategies, annual plans, and objectives; and provide leadership to the ongoing operations of the team.

    
    
  
  
  • 
    

    Attend meetings and events as requested by the Executive Director.

    
    
  
  
  
  

POSITION QUALIFICATIONS

Competency Statement(s)

• 
  

  Values - Demonstrate behaviors and action that support the College's values - Customer Focus, Everyone Has Worth, Passion and Inspiration, Collaboration, Emotional Intelligence, Results and Accountability, Valuing Talent and Well Being, and Ethics.

  
  


• 
  

  Student Success - Demonstrate behaviors and actions that support student recruitment, retention, and student success initiatives.

  
  


• 
  

  Diversity Oriented - Ability to work effectively with people regardless of their age, gender, race, ethnicity, religion, or job type.

  
  


• 
  

  Analytical Skills - Ability to use thinking and reasoning to solve a problem.

  
  


• 
  

  Assertiveness - Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.

  
  


• 
  

  Business Acumen - Ability to grasp and understand business concepts and issues.

  
  


• 
  

  Change Management - Ability to encourage others to seek opportunities for different and innovative approaches to addressing problems and opportunities.

  
  


• 
  

  Customer Oriented - Ability to take care of the customers' needs while following company procedures.

  
  


• 
  

  Decision Making - Ability to make critical decisions while following company procedures.

  
  


• 
  

  Leadership - Ability to influence others to perform their jobs effectively and to be responsible for making decisions.

  
  


• 
  

  Problem Solving - Ability to find a solution for or to deal proactively with work-related problems.

  
  


• 
  

  Risk Taker - Ability to take calculated risks or to stretch the limits of comfort zones.

  
  


• 
  

  Strategic Planning - Ability to develop a vision for the future and create a culture in which the long-range goals can be achieved.

  
  


• 
  

  Team Builder - Ability to convince a group of people to work toward a goal.

  
  

SKILLS & ABILITIES

Education: Bachelor's Degree in accounting, business administration, or related field.

Required Experience:

• 
  

  Advanced experience in charitable foundation fund accounting.

  
  


• 
  

  Five (5) years of progressively increasing responsibility in accounting field; preferable in education or other non-profit organization.

  
  


• 
  

  Demonstrated knowledge of accounting principles and best practice.

  
  


• 
  

  Ability to attend to, and visually concentrate, on detail work.

  
  


• 
  

  Ability to interact professionally and tactfully with people of different levels of education, cultural backgrounds, and life experiences, and to exhibit adequate level of respect to fellow employees and the College community at large.

  
  

Preferred:

• 
  

  Experience with fund accounting for 501(c) organization

  
  


• 
  

  Knowledge of Blackbaud's Financial Edge and Raiser's Edge software

  
  

Cultural Competence: Demonstrated commitment to diversity, equity, and inclusion and sensitivity to and understanding of a diverse community of college students, faculty, and staff.

*NWTC welcomes candidates who currently possess the desired skills and experience and are committed to learning and growing.

Computer Skills

• 
  

  Competency with finance/accounting software applications.

  
  


• 
  

  Proficient in database, spreadsheet, and word processing software packages in Windows environment.

  
  

Other Requirements

Must hold a valid driver's license and be insurable under the District's standard insurance policy terms.

PHYSICAL DEMANDS

Physical Demands

Lift/Carry

Stand

O (Occasionally)

Walk

F (Frequently)

Sit

F (Frequently)

Handling / Fingering

F (Frequently)

Reach Outward

F (Frequently)

Reach Above Shoulder

O (Occasionally)

Climb

O (Occasionally)

Crawl

O (Occasionally)

Squat or Kneel

O (Occasionally)

Bend

O (Occasionally)

10 lbs or less

O (Occasionally)

11-20 lbs

O (Occasionally)

21-50 lbs

O (Occasionally)

51-100 lbs

N (Not Applicable)

Over 100 lbs

N (Not Applicable)

Push/Pull

12 lbs or less

O (Occasionally)

13-25 lbs

O (Occasionally)

26-40 lbs

O (Occasionally)

41-100 lbs

O (Occasionally)

N (Not Applicable)

Activity is not applicable to this occupation.

O (Occasionally)

Occupation requires this activity up to 33% of the time (0 - 2.5+ hrs/day)

F (Frequently)

Occupation requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)

C (Constantly)

Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

The College has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the College reserves the right to change this job description and/or assign tasks for the employee to perform, as the College may deem appropriate.

We strive to accommodate any individual who requires adjustments to ensure a fair and equal employment process. If you require specific accommodations during the application and/or screening process due to a disability or other reasons, please contact Talent and Culture at talentandculture@nwtc.edu or 920-498-6286.

Northeast Wisconsin Technical College 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 Talent and Culture.

NWTC does not discriminate on the basis of political affiliation, age, race, creed, marital status, color, religion, sex (including sexual orientation, gender identity, and gender expression), national origin, disability, veteran status, genetic testing or other applicable legislated categories, ("each a protected class"). Inquiries regarding the College's nondiscrimination policies may be directed to the Vice President for Diversity, Equity, and Inclusion at (920) 498-6826 or equity@nwtc.edu.

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