Cal Poly, San Luis Obispo
University Accounting and Reporting Analyst
Department: Fiscal Svcs-General Acct&Fin R (126000)
College/Division: Administration and Finance
Salary Range: CSU Salary Range: $3,288 - $6,162 per month (Anticipated Hiring Range: $3,800 - $4,700 per month)
Position Description:
Under the general supervision of the Director of University Accounting & Reporting, this position independently performs a variety of complex duties and functions for University Accounting and Reporting, which is a section within the Fiscal Services department. While the primary assignments are specific to University Campus Program (UCP) responsibilities, there is a significant amount of cross-functional policy and procedure knowledge and analysis required to perform the duties of this position, especially with regards to purchasing, travel, and hospitality.
UCP is an area of responsibility within Fiscal Services that is focused on accounting for gift-related revenues and expenses. UCP activities include, but are not limited to: creating new UCP funds; ensure that gifts and related gift fees are applied appropriately; that fund directors are aware of spendable balances; expenses are in line with donor intent; ensure only authorized signers are approving expenses funded by gifts; and that the confidentiality of donor data is properly maintained. The duties of this position also require creative use of a variety of software applications to regularly provide gift reporting for customers in the Colleges that is concise and easy to understand.
The incumbent must interact and maintain excellent working relationships with all campus personnel and Departments, with special emphasis on fostering strong working relationships with University Development, lead administrative staff within the Colleges and all areas within the Fiscal Services Department.
NOTE: To view the full position description including all the Required Qualifications click here
Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. Check our benefits website for additional information.
UCP is an area of responsibility within Fiscal Services that is focused on accounting for gift-related revenues and expenses. UCP activities include, but are not limited to: creating new UCP funds; ensure that gifts and related gift fees are applied appropriately; that fund directors are aware of spendable balances; expenses are in line with donor intent; ensure only authorized signers are approving expenses funded by gifts; and that the confidentiality of donor data is properly maintained. The duties of this position also require creative use of a variety of software applications to regularly provide gift reporting for customers in the Colleges that is concise and easy to understand.
The incumbent must interact and maintain excellent working relationships with all campus personnel and Departments, with special emphasis on fostering strong working relationships with University Development, lead administrative staff within the Colleges and all areas within the Fiscal Services Department.
Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. Check our benefits website for additional information.
Minimum Qualifications (Staff Only):
Education and Experience:
Equivalent to graduation from a four-year college or university. One year of technical or administrative experience. A graduate degree in a related field may be substituted for one year of the required experience. Additional qualifying experience may be substituted for the required education on a year-for-year basis.
Licenses, Certificates, Credentials: N/A
Licenses, Certificates, Credentials: N/A
Required Qualifications:
- Working knowledge in record keeping, including knowledge of principles and practices of accounting, budgeting, and reporting.
- Knowledge of operational and fiscal analysis and statistical techniques.
- Ability to research, develop, and evaluate complex fiscal policies and programs.
- Ability to gather information from a wide variety of resources, analyze the information and summarize and present the information in a useful, understandable manner.
- Demonstrated ability to maintain a high degree of confidentiality.
- Ability to understand, interpret and apply policies, procedures, principles, concepts, work processes, laws, rules and reference materials pertinent to the duties of the position, and to communicate these effectively verbally and in writing.
- Ability to use these resources and research skills to develop conclusions and make recommendations.
- Knowledge and ability in the execution of principles and best practices associated with fiscal management.
- Ability to make independent decisions and exercise sound judgement.
- Excellent computer skills and proficiency with a variety of computer applications including word-processing, spreadsheets, databases, on-line systems, Internet as well as online calendaring and email.
- Ability to work in a busy office environment with frequent interruptions and the ability to give close attention to detail. Independently organize and plan work, including handling multiple priorities, meeting deadlines and determining priorities.
- Ability to use tact and diplomacy to effectively handle a broad range of high level and sensitive interpersonal situations with diverse personalities, and to respond appropriately to conflicts and problems.
- Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative, productive work atmosphere in and outside the University with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds, particularly in sensitive situations.
- Excellent communication skills; ability to effectively communicate information in a clear and understandable manner, both verbally and in writing. Thorough knowledge of English grammar, spelling, and punctuation.
- Demonstrated customer service experience requiring a very high level of diplomacy and professionalism. Ability to provide a high level of professional, courteous interactions in person, on the phone, via email and in other modes of written communication.
- Working knowledge of or ability to quickly learn University infrastructure, policies, and procedures.
- Ability to prepare and enter journal entries in accordance with Generally Accepted Accounting Principles (GAAP).
Preferred Qualifications:
- Demonstrated skills in an institutional/educational environment utilizing a customer-oriented and service-centered attitude.
- General knowledge of the PeopleSoft Common Finance System (CFS) module and the effect and outcome of operations performed.
- Experience in a university environment and knowledge of its organizational structure and the various offices and their respective responsibilities within the university.
- Ability to query and manipulate data utilizing Peoplesoft CFS.
Special Conditions:
***THIS POSITION IS OPEN UNTIL FILLED***
- Must be willing and able to travel and attend training programs off-site for occasional professional development.
- Must be able to work overtime, and adjust working hours to meet job requirements. May be called back periodically to perform work as needed on an emergency basis.
- Must be able to successfully pass a pre-employment background/fingerprint check.
- Ability to work on a keyboard and with a PC monitor to enter and retrieve information throughout the day.
- Work under strict deadlines in a sometimes stressful environment.
- The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 Revised July 21, 2017 as a condition of employment.
- This position classification has been defined as non-exempt and is subject to overtime provisions of the Fair Labor Standards Act (FLSA).
- Retired CalPERS members selected for this vacancy must request and be approved for reinstatement from retirement prior to the start date. Employment of retired CalPERS members will typically be for 90 days or less and must be for work requiring specialized skills or for a bona fide emergency to prevent stoppage of business.
Following a conditional offer of employment, a background check (including a criminal records check) must be completed satisfactorily before any candidate may start work with Cal Poly, San Luis Obispo. Failure to satisfactorily complete the background check may result in the withdrawal of the offer of employment. Note: Cal Poly cannot deny an applicant a position solely or in part due to a criminal conviction history until it has performed an individualized assessment and linked the relevant conviction history with specific job duties in the position being sought.
Please note: Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Sensitive positions are those requiring heightened scrutiny of individuals holding the position based on potential for harm to children, concerns for the safety and security of people, animals, or property, or heightened risk of financial loss to Cal Poly or individuals in the university community.
For health and well-being, Cal Poly is a smoke & tobacco-free campus. The university is committed to promoting a healthy environment for all members of our community.
Review Begin Date:
Requisition Number: 105152
To Apply: All applicants must apply online at: https://www.calpolyjobs.org.
About Us
Cal Poly is a nationally ranked, four-year, comprehensive public university. Founded in 1901, the 6,000-acre campus is nestled in the foothills of San Luis Obispo, along California's scenic central coast and midway between Los Angeles and San Francisco. With a budget of $168.5 million, the university has a student enrollment exceeding 17,000 students and employs more than 2,000 faculty and staff members. Cal Poly is part of the 23-campus California State University system.
At California Polytechnic State University, San Luis Obispo, we believe that cultivating an environment that embraces and promotes diversity is fundamental to the success of our students, our employees and our community. Bringing people together from different backgrounds, experiences and value systems fosters the innovative and creative thinking that exemplifies Cal Poly's values of free inquiry, cultural and intellectual diversity, mutual respect, civic engagement, and social and environmental responsibility.
Cal Poly's commitment to diversity informs our efforts in recruitment, hiring and retention. California Polytechnic State University is an affirmative action/equal opportunity employer.
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