Alachua County Board of County Commissioners
Gainesville, FL
Minimum Qualifications Graduation from high school or equivalent, and two years general office/clerical and/or customer service experience; or any equivalent combination of related training and experience. College course work will substitute for experience on a year for year basis. Applicants within six months of meeting the minimum education/experience requirement may be considered for trainee status. Must be able to type at a rate of 35 correct words per minute or successfully complete a word processing skills test as required by the position. Successful completion of all applicable background checks pre-hire and ongoing are required. Position Summary This is responsible, moderately complex office work involving the performance of a variety of clerical, secretarial and general office tasks and functions. An employee assigned to this classification is expected to independently perform tasks and functions which require the application of some independent judgement. Work is performed under the direction of a higher level supervisor and is reviewed through conferences, reports and observation of results obtained.Examples of Duties ESSENTIAL JOB FUNCTIONS This is an emergency essential classification. Upon declaration of a disaster and/or emergency, all employees in this classification are required to work. Exudes a positive customer service focus. Advocates building organizational culture through aligning decisions with core values including: integrity, honesty, respect, diversity, innovation, accountability and communication. Prepares departmental paperwork such as correspondence, reports, forms, agendas and related material. Takes and transcribes minutes as required. Answers telephones and responds with specific information to complaints, inquiries and requests from departmental and County staff and the general public. Organizes and maintains office/departmental accounts, records and statistical data. Receives, posts and distributes incoming office/departmental mail. Schedules appointments for superior; arranges travel schedule and travel reservations. Establishes and maintains filing systems; classifies and codes material for filing; locates and retrieves files and materials. Prepares office/departmental materials for storage. Serves as office/departmental receptionist as required. Performs the duties listed, as well as those assigned, with professionalism and a sense of urgency. NOTE: These examples are intended only as illustrations of the various kinds of work performed in positions allocated to this class. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. KNOWLEDGE, SKILLS AND ABILITIES Considerable knowledge of office practices and procedures. Considerable knowledge of vocabulary, grammar, spelling and punctuation in order to prepare and edit typed material. Knowledge of established departmental standard operating procedures. Knowledge of word processing systems and keyboards. Knowledge of effective telephone etiquette. Knowledge of office filing and tracking systems. Skill in dealing with applicants, employees, and the general public. Ability to effectively plan and organize work. Ability to follow oral and written instructions. Ability to write and organize correspondence. Ability to proofread typed materials and make appropriate corrections. Ability to establish and maintain effective working relationships. Ability to establish and maintain filing systems. Ability to work independently on multiple tasks and projects; ability to prioritize tasks. Ability to write and organize reports and memoranda. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to use hands to finger, handle or feel; reach with hands and arms, and talk or hear. The employee is occasionally required to stand, walk, and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. An organization is only as good as the people it employs. To attract and retain the best team possible, the Alachua County Board of County Commissioners offers a competitive benefit program. We believe that if we expect our employees to support the County, we must first support the health and financial well-being of our employees and their families, now and as they plan for their future.BoCC-Contributed Benefits Medical/Health Insurance Employee Life Insurance Florida Retirement System Employee Assistance Program Optional Benefits Dental Insurance Vision Insurance Supplemental & Dependent Life Insurance Deferred Retirement Program Flexible Spending Accounts Roth IRA Tuition Assistance Program Computer Purchase Program NOTE: For detailed information regarding available benefits click here. You may also view Frequently Asked Questions (FAQs) regarding benefits. FLORIDA RETIREMENT SYSTEM (FRS) The Florida Retirement System is a retirement plan designed to provide an income to a vested employee and his/her family when the employee retires, becomes partially or totally disabled, or dies prior to retirement. A defined benefit or defined contribution option may be chosen by the employee. TUITION ASSISTANCE PROGRAM Permanent, full-time employees are eligible for educational assistance funds. Contact the Human Resources Office for program details. HOLIDAYS Holidays are as follows: New Years Day Martin Luther King Day Memorial Day Juneteenth Independence Day Labor Day Veterans' Day Thanksgiving Day Friday following Thanksgiving Christmas Eve (IAFF*) Christmas Day Additional Christmas Holiday (All non-IAFF employees) 2 Floating Holidays (All non- IAFF employees) *IAFF – International Association of FirefightersPay periods are every two weeks, Monday through Sunday. Payday is Friday. International Association of Firefighters follow the General Contract 7k regarding holidays. Vacation Leave – Generous vacation accrual rates with payout of unused accrued leave, with some restrictions. For more detailed information regarding vacation leave refer to Employee Policy Manual, Section 7-2 . Sick leave is earned at a rate of 4 hours per pay period by all permanent, full-time employees*. At the end of each fiscal year, eligible employees can convert up to 10 days of accrued sick leave to vacation leave on a 2:1 basis. For more detailed information regarding sick leave refer to Employee Policy Manual, Section 7-3 *Accruals slightly different for IAFF employee.
Full-time
Minimum Qualifications Graduation from high school or equivalent, and two years general office/clerical and/or customer service experience; or any equivalent combination of related training and experience. College course work will substitute for experience on a year for year basis. Applicants within six months of meeting the minimum education/experience requirement may be considered for trainee status. Must be able to type at a rate of 35 correct words per minute or successfully complete a word processing skills test as required by the position. Successful completion of all applicable background checks pre-hire and ongoing are required. Position Summary This is responsible, moderately complex office work involving the performance of a variety of clerical, secretarial and general office tasks and functions. An employee assigned to this classification is expected to independently perform tasks and functions which require the application of some independent judgement. Work is performed under the direction of a higher level supervisor and is reviewed through conferences, reports and observation of results obtained.Examples of Duties ESSENTIAL JOB FUNCTIONS This is an emergency essential classification. Upon declaration of a disaster and/or emergency, all employees in this classification are required to work. Exudes a positive customer service focus. Advocates building organizational culture through aligning decisions with core values including: integrity, honesty, respect, diversity, innovation, accountability and communication. Prepares departmental paperwork such as correspondence, reports, forms, agendas and related material. Takes and transcribes minutes as required. Answers telephones and responds with specific information to complaints, inquiries and requests from departmental and County staff and the general public. Organizes and maintains office/departmental accounts, records and statistical data. Receives, posts and distributes incoming office/departmental mail. Schedules appointments for superior; arranges travel schedule and travel reservations. Establishes and maintains filing systems; classifies and codes material for filing; locates and retrieves files and materials. Prepares office/departmental materials for storage. Serves as office/departmental receptionist as required. Performs the duties listed, as well as those assigned, with professionalism and a sense of urgency. NOTE: These examples are intended only as illustrations of the various kinds of work performed in positions allocated to this class. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. KNOWLEDGE, SKILLS AND ABILITIES Considerable knowledge of office practices and procedures. Considerable knowledge of vocabulary, grammar, spelling and punctuation in order to prepare and edit typed material. Knowledge of established departmental standard operating procedures. Knowledge of word processing systems and keyboards. Knowledge of effective telephone etiquette. Knowledge of office filing and tracking systems. Skill in dealing with applicants, employees, and the general public. Ability to effectively plan and organize work. Ability to follow oral and written instructions. Ability to write and organize correspondence. Ability to proofread typed materials and make appropriate corrections. Ability to establish and maintain effective working relationships. Ability to establish and maintain filing systems. Ability to work independently on multiple tasks and projects; ability to prioritize tasks. Ability to write and organize reports and memoranda. 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 job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to use hands to finger, handle or feel; reach with hands and arms, and talk or hear. The employee is occasionally required to stand, walk, and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. An organization is only as good as the people it employs. To attract and retain the best team possible, the Alachua County Board of County Commissioners offers a competitive benefit program. We believe that if we expect our employees to support the County, we must first support the health and financial well-being of our employees and their families, now and as they plan for their future.BoCC-Contributed Benefits Medical/Health Insurance Employee Life Insurance Florida Retirement System Employee Assistance Program Optional Benefits Dental Insurance Vision Insurance Supplemental & Dependent Life Insurance Deferred Retirement Program Flexible Spending Accounts Roth IRA Tuition Assistance Program Computer Purchase Program NOTE: For detailed information regarding available benefits click here. You may also view Frequently Asked Questions (FAQs) regarding benefits. FLORIDA RETIREMENT SYSTEM (FRS) The Florida Retirement System is a retirement plan designed to provide an income to a vested employee and his/her family when the employee retires, becomes partially or totally disabled, or dies prior to retirement. A defined benefit or defined contribution option may be chosen by the employee. TUITION ASSISTANCE PROGRAM Permanent, full-time employees are eligible for educational assistance funds. Contact the Human Resources Office for program details. HOLIDAYS Holidays are as follows: New Years Day Martin Luther King Day Memorial Day Juneteenth Independence Day Labor Day Veterans' Day Thanksgiving Day Friday following Thanksgiving Christmas Eve (IAFF*) Christmas Day Additional Christmas Holiday (All non-IAFF employees) 2 Floating Holidays (All non- IAFF employees) *IAFF – International Association of FirefightersPay periods are every two weeks, Monday through Sunday. Payday is Friday. International Association of Firefighters follow the General Contract 7k regarding holidays. Vacation Leave – Generous vacation accrual rates with payout of unused accrued leave, with some restrictions. For more detailed information regarding vacation leave refer to Employee Policy Manual, Section 7-2 . Sick leave is earned at a rate of 4 hours per pay period by all permanent, full-time employees*. At the end of each fiscal year, eligible employees can convert up to 10 days of accrued sick leave to vacation leave on a 2:1 basis. For more detailed information regarding sick leave refer to Employee Policy Manual, Section 7-3 *Accruals slightly different for IAFF employee.
California Lutheran University
Thousand Oaks, CA, United States
Administrative Assistant Position Category: Staff (Non-Exempt) FLSA: Non-exempt FTE: 1 Location: Thousand Oaks University Background: The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity. Basic Function: Under the direction of the Assistant Dean of Students and the Director of Residence Life & Student Conduct, the Administrative Assistant performs a variety of responsible and complex administrative and support functions. Residence Life and Student Conduct, is a part of Student Affairs at California Lutheran University and plays a vital role in the success of the university. Representative Duties: Manages office activities for the Residence Life and Student Conduct staff including direct involvement with answering phone calls and scheduling meetings for the Assistant Dean of Students, Director of Housing Operations, Coordinators, and other staff members. E Works directly with the Director of Housing Operations to ensure housing management system is updated and facilitate room changes when needed. E Performs a variety of administrative and secretarial support duties in support of Residence Life functions including filing, record-keeping, word processing, faxing, and processing information; greets office visitors and provides appropriate direction; screens and directs phone calls; provides basic information and takes messages. E Uses judgment and experience in implementing University housing and student conduct policies, correctly assess University fees verifying system accuracy. E Sensitively communicate policies to students, parents, staff, administrators and faculty and control the release of sensitive information to authorized personnel. E Compiles, reviews, and arranges data; reviews documents, records, lists, tables and other materials for accuracy, completeness and conformance with applicable rules and regulations. E Ensures efficient general operation of office; opens and closes the office. E Supervise and effectively manage student staff employees ensuring proper training, task completion, and dissemination of information and office projects. E Performs and handles a variety of administrative office details, such as travel coordination, office supplies, equipment purchases, equipment repair, and personnel document preparation; manages and maintains various calendars; arranges and schedules a variety of meetings and appointments. E Coordinates communication between the Assistant Dean of Students, staff and students, the public and campus officials; coordinates communications and activities with other education institutions, vendors, and outside organizations. E Works with Residence Life staff to manage and analyze graduate housing data, coordinate international student arrival; works with and communicates effectively with graduate admissions staff. E Provides information and responds to requests for information from students, parents, staff, and faculty regarding issues, programs, policies, procedures and regulations; resolves issues and complaints with confidentiality, tact, sensitivity, and expedites referrals to appropriate responsible party for resolution; responds to requests for information from students, staff and the general public regarding University programs, policies, procedures and regulations. E Operates standard office equipment including a personal computer, calculator, fax machine, copier, printer, and other related peripheral equipment. E Types and edits a wide variety of material such as correspondence, reports, forms, memoranda and other documents as assigned by the position. Maintains a variety of records, logs and files including information of a confidential nature; maintains confidentiality of information and records; compiles information and data for reports and assist in the preparation of reports. E Assists with special projects as assigned. Performs other administrative duties as assigned. E = Essential Duties Knowledge Of: Modern office practices, procedures, and equipment Record-keeping, filing, and information organizing techniques Interpersonal skills using tact, patience and courtesy Word processing, spreadsheet, database, presentation, and other relevant software applications, including Microsoft Word, Excel, PowerPoint, and Outlook Correct English usage, grammar, spelling, punctuation and vocabulary Public relations and customer service techniques Basic event planning Ability To: Perform administrative support and clerical duties Operate a computer terminal to enter data, maintain records and conduct word processing Coordinate, organize, and oversee office activities Type, keyboard, and/or enter data at a speed necessary for successful job performance Maintain spreadsheets and files with minimal errors Compose correspondence and written materials Prepare reports by gathering and organizing data from a variety of sources Work confidentially with discretion Meet schedules and deadlines by prioritizing work Make arithmetic calculations quickly and accurately Communicate clearly and concisely, both orally and in writing Learn policies, procedures and regulations and apply to specific situations Answer telephone and greet the public courteously Determine appropriate action within clearly defined guidelines Schedule and coordinate meetings, conferences and appointments Relay messages, and screen and route calls and visitors Establish and maintain cooperative and effective working relationships with others Identify policies or procedures that are ineffective and develop new polices and procedure to enhance program or office operations Work effectively with frequent interruptions Understand and follow oral and written directions Minimum Qualifications: Any combination equivalent to: two years of college-level coursework and two years of administrative support experience. Preferred Qualifications: Prior experience as an administrative assistant in a non-profit, corporate, higher education Licenses and Other Requirements: None Physical Abilities: Working Environment: Busy office environment; subject to frequent interruptions. Posting Number: Staff002492022 Number of Vacancies: 1 Desired Start Date: 06/12/2023 Position End Date: Open Date: 05/17/2023 Close Date: 5/31/2023 Open Until Filled: No Application Procedure/Special Instructions: To apply, visit https://careers.callutheran.edu/postings/10725 California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation. jeid-9cad62dfaeb2b34b889d7d8b907b2452
Full Time
Administrative Assistant Position Category: Staff (Non-Exempt) FLSA: Non-exempt FTE: 1 Location: Thousand Oaks University Background: The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity. Basic Function: Under the direction of the Assistant Dean of Students and the Director of Residence Life & Student Conduct, the Administrative Assistant performs a variety of responsible and complex administrative and support functions. Residence Life and Student Conduct, is a part of Student Affairs at California Lutheran University and plays a vital role in the success of the university. Representative Duties: Manages office activities for the Residence Life and Student Conduct staff including direct involvement with answering phone calls and scheduling meetings for the Assistant Dean of Students, Director of Housing Operations, Coordinators, and other staff members. E Works directly with the Director of Housing Operations to ensure housing management system is updated and facilitate room changes when needed. E Performs a variety of administrative and secretarial support duties in support of Residence Life functions including filing, record-keeping, word processing, faxing, and processing information; greets office visitors and provides appropriate direction; screens and directs phone calls; provides basic information and takes messages. E Uses judgment and experience in implementing University housing and student conduct policies, correctly assess University fees verifying system accuracy. E Sensitively communicate policies to students, parents, staff, administrators and faculty and control the release of sensitive information to authorized personnel. E Compiles, reviews, and arranges data; reviews documents, records, lists, tables and other materials for accuracy, completeness and conformance with applicable rules and regulations. E Ensures efficient general operation of office; opens and closes the office. E Supervise and effectively manage student staff employees ensuring proper training, task completion, and dissemination of information and office projects. E Performs and handles a variety of administrative office details, such as travel coordination, office supplies, equipment purchases, equipment repair, and personnel document preparation; manages and maintains various calendars; arranges and schedules a variety of meetings and appointments. E Coordinates communication between the Assistant Dean of Students, staff and students, the public and campus officials; coordinates communications and activities with other education institutions, vendors, and outside organizations. E Works with Residence Life staff to manage and analyze graduate housing data, coordinate international student arrival; works with and communicates effectively with graduate admissions staff. E Provides information and responds to requests for information from students, parents, staff, and faculty regarding issues, programs, policies, procedures and regulations; resolves issues and complaints with confidentiality, tact, sensitivity, and expedites referrals to appropriate responsible party for resolution; responds to requests for information from students, staff and the general public regarding University programs, policies, procedures and regulations. E Operates standard office equipment including a personal computer, calculator, fax machine, copier, printer, and other related peripheral equipment. E Types and edits a wide variety of material such as correspondence, reports, forms, memoranda and other documents as assigned by the position. Maintains a variety of records, logs and files including information of a confidential nature; maintains confidentiality of information and records; compiles information and data for reports and assist in the preparation of reports. E Assists with special projects as assigned. Performs other administrative duties as assigned. E = Essential Duties Knowledge Of: Modern office practices, procedures, and equipment Record-keeping, filing, and information organizing techniques Interpersonal skills using tact, patience and courtesy Word processing, spreadsheet, database, presentation, and other relevant software applications, including Microsoft Word, Excel, PowerPoint, and Outlook Correct English usage, grammar, spelling, punctuation and vocabulary Public relations and customer service techniques Basic event planning Ability To: Perform administrative support and clerical duties Operate a computer terminal to enter data, maintain records and conduct word processing Coordinate, organize, and oversee office activities Type, keyboard, and/or enter data at a speed necessary for successful job performance Maintain spreadsheets and files with minimal errors Compose correspondence and written materials Prepare reports by gathering and organizing data from a variety of sources Work confidentially with discretion Meet schedules and deadlines by prioritizing work Make arithmetic calculations quickly and accurately Communicate clearly and concisely, both orally and in writing Learn policies, procedures and regulations and apply to specific situations Answer telephone and greet the public courteously Determine appropriate action within clearly defined guidelines Schedule and coordinate meetings, conferences and appointments Relay messages, and screen and route calls and visitors Establish and maintain cooperative and effective working relationships with others Identify policies or procedures that are ineffective and develop new polices and procedure to enhance program or office operations Work effectively with frequent interruptions Understand and follow oral and written directions Minimum Qualifications: Any combination equivalent to: two years of college-level coursework and two years of administrative support experience. Preferred Qualifications: Prior experience as an administrative assistant in a non-profit, corporate, higher education Licenses and Other Requirements: None Physical Abilities: Working Environment: Busy office environment; subject to frequent interruptions. Posting Number: Staff002492022 Number of Vacancies: 1 Desired Start Date: 06/12/2023 Position End Date: Open Date: 05/17/2023 Close Date: 5/31/2023 Open Until Filled: No Application Procedure/Special Instructions: To apply, visit https://careers.callutheran.edu/postings/10725 California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation. jeid-9cad62dfaeb2b34b889d7d8b907b2452
California Lutheran University
Thousand Oaks, CA, United States
Associate Vice President for Finance and Controller Position Category: Staff (Exempt) FLSA: Exempt FTE: 1 Location: Thousand Oaks University Background: The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity. Basic Function: The Associate Vice President for Finance/Controller is a senior-level management position within the Administration and Finance Division that reports to the Vice President for Finance. The AVP oversees and reports on the university's annual financial operations whose totals are approximately $115 million and whose net assets are approximately $310 million. He/she/they also directly manages a department budget of $1.2 million and a current staff of 16 people. The incumbent is responsible for the accuracy, integrity, and maintenance of all university financial records and systems. The incumbent also directs, coordinates, and provides strategic oversight and strong administrative leadership of the university's general accounting, financial operations, analysis and reporting, grant and endowment accounting, tax reporting, bond compliance, student financial services, financial systems management, and external audits. Additionally, the AVP for Finance/Controller interfaces with the Board of Regents' committees for finance, audit, and investment. Representative Duties: Treasury and Investments Manage and maintain relationships with service providers, such as commercial banks, endowment advisors, and independent auditors to maximize value. Ensure endowments are administered in accordance with donor restrictions, industry accounting standards and UPMIFA, and that the spending policies approved by the Board of Regents are appropriately enforced. Make stock and asset trades as directed by the Investment Committee of the Board of Regents. Oversee the accurate maintenance of banking and investment records, ensuring accounts are reconciled monthly and all transactions are properly accounted for in a timely fashion. Manage timely and accurate tax-exempt bond accounting and bond project reporting while ensuring overall compliance with reporting standards as required by outside entities. Monitor the university operating short-term investments, endowment investments, and bond reserve fund investments and offer proposed interventions as necessary. Manage and make accessible to the president the university’s cash flow position. Financial Reporting Manage the general ledger closing and the monthly and annual financial reports, ensuring timeliness and accuracy Analyze complex financial and statistical data and prepare accounting statements, summary conclusions and recommendations in accordance with generally accepted accounting principles. Monitor the university’s financial records to ensure precision and integrity of all data. Assist the Vice President for Finance in developing presentation materials, reports, and financial analysis and modeling for various meetings. This includes meetings with the Cabinet, Board of Regents, Deans Council, Budget Committee, rating agencies and other internal and external entities. Assist in the staffing of Board of Regents’ committees for Audit, Investment, and Finance & Administration. Forecasting and Analysis Create and manage the budget for the Business Office. Generate reports that analyze university spending and related trends. This includes but is not limited to forecasting and preparing cost studies for management and the Board of Regents through the use of relevant and strategic dashboards. Prepare pro-forma financial plans for new programs, new construction projects, etc. that are under consideration. This includes a projected impact on financial statements and financial ratios. Provide oversight of financing for capital/equipment, technology and long and short-term facilities planning. Work closely with university management to identify and analyze various financial and budgetary issues, strategic and financial planning efforts. Work collaboratively with key functional areas of the university including human resources, registrar, admissions, international programs, facilities, information technology, and academic affairs to ensure seamless business operations. Support the Vice President for Finance and/or Executive Director of Budget and Financial Planning as needed with additional financial and accounting duties. Audit and Regulatory Filings Prepare, in coordination with university’s independent auditors, the annual review of financial statements and information for audits (financial statements, federal awards, retirement plan, and KCLU radio station). Prepare regulatory reporting and tax returns. This includes all federal, state and private higher education fiscal reporting requirements and surveys for benchmarking. Ensure that the Conflict of Interest process is completed annually Conducts ongoing research, monitors, interprets, and implements generally accepted accounting principles, tax rules, grant requirements, and other regulatory and compliance requirements. Systems and Internal Controls Support and guide the Business Office to further streamline business processes, optimize the use of technology and oversee technology upgrades, implement digital tools, ensure compliance with security policies and maintain useful departmental webpages. Lead in the development and/or improvement of the Enterprise accounting system, controls and reporting processes. Work collaboratively with the others to coordinate and assist with any system upgrades to existing systems and/or new system implementations and provide training for staff. Develop, communicate, monitor, and validate adherence to business policies, procedures, and internal controls based on industry best practices and risk mitigation. Design and maintain contemporary and innovative systems that are robust and aligned with local, state, and federal regulations. Review, on a biannual basis, and partnership with General Counsel when necessary, all Business Office polices. Supervision and Development Ensure superb customer satisfaction and efficient operations of the overall department while ensuring work is performed in a timely and accurate manner. Build a cohesive team that embraces the university’s mission, adapts quickly to change, and promotes innovation. Provide professional development and training opportunities for staff that help the team succeed as a whole. Maintain professional growth and development through seminars, workshops and professional affiliations to keep abreast of latest developments in regulatory changes, higher education finance, budgeting, and in other related areas. Participate, as resources allow, in national and regional professional organization leadership to improve visibility of the university. Recruit, supervise, develop, train, mentor, and evaluate the performance of assigned personnel. Motivate staff and develop an effective high-functioning team to achieve peak productivity and performance. Encourage customer-oriented staff interaction with students, parents, and employees. Campus Involvement Model a leadership style that supports observance of the highest ethical standards of conduct and works with university campus units to implement processes and procedures to ensure university-wide compliance. Develop strong working relationships with units across the university to establish methods to continuously improve efficiency and quality of services and to reduce vulnerability to fraud, abuse and waste. Interface and build relationships with colleagues across the university to address the information and financial data needs that allow them to make informed decisions and achieve their financial, strategic, and operational goals. Support the University’s mission of diversity, equity, inclusion, and justice. Participate in campus-wide contingency and business continuity planning. Develop and maintains Business Office emergency continuity plan. Supports the Emergency Operations Committee. Other Duties Oversee grant accounting and reporting. Provide assistance, as required, when the university is applying for federal and private grants. Monitor the university’s purchasing functions, including updating and maintaining purchasing policies and procedures, and providing appropriate forms (i.e. purchase orders, purchase requisitions, requests for payment, and travel reimbursement). Complete and/or oversee special projects and perform other duties as assigned. Knowledge Of: Financial and accounting practices and reporting, including chart of accounts design, asset management, general ledger, budgeting, payroll, payables and receivables, purchasing and expense management. Generally Accepted Accounting Principles, GASB and FASB standards, Fund Accounting Principles, and Internal control standards Current and emerging trends in financial technologies and analytical tools, and issues Contemporary issues and regulations impacting higher education and non-profit entities Financial enterprise application systems, such as Ellucian Colleague, Banner, Workday, PeopleSoft, or similar financial systems. Business continuity practices Applicable federal and state laws and regulations that impact all facets of university policies and procedures. California labor relations and employment practices. Cal Lutheran’s mission and purpose as a comprehensive university within the Evangelical Lutheran Church of America Ability To: Prepare, gather, review, evaluate, and analyze complex financial and statistical data and prepare reports, summary conclusions, and recommendations for University leaders Effectively interact and collaborate with and present to diverse individuals at all organizational levels, both inside and outside of the university. Demonstrate excellent interpersonal and communication skills, active listening, tact, customer service, and patience. 1) As part of this expectation, develop and deliver professional level oral and written presentations that are clear and accessible to diverse audiences, most of whom are unfamiliar with accounting terminology and standards. 2) It also includes formulating succinct oral and written messages around complex topics and financial models and high-level reports that are public. Demonstrate successful administrative experience, preferably in a higher education setting Plan, organize, lead and handle multiple projects and priorities simultaneously, meet schedules and due dates, and adjust plans due to changing circumstances Initiate, respond to, and manage change and perform well with a certain level of ambiguity Effectively advise and collaborate with senior management on financial issues Hire, train, mentor, develop, supervise, and evaluate the performance of assigned personnel. Provide regular feedback, coaching and recognition for excellence in performance creating dynamic, mentoring environment. Maintain the highest standards of integrity and professional conduct with ability to maintain a high level of confidences, confidentiality, objectivity, fairness, and navigate sensitive issues. Exercise independent judgment and utilize diplomacy in handling sensitive matters. Research, interpret, and implement generally accepted accounting principles, and other regulatory and compliance requirement. Utilize Microsoft Office Suite applications, computerized accounting systems, endowment accounting software. Help the university reinforce its commitment for diversity, equity, inclusion, and justice. Minimum Qualifications: Any combination equivalent to: Bachelor’s degree from an accredited college or university in accounting, finance, or business administration (with a major in accounting or finance) plus a Certified Public Accountant or Certified Managerial Accountant certification, or Master’s degree in Accounting or Finance, or MBA (with emphasis in Finance) OR A combination of education and work experience; and ten (10) years of related progressive responsibility with administrative and supervisory professional experience in the field of financial accounting, audit, and finance with at least five (5) years of management level experience. Experience must include direct use of computerized accounting, purchasing, accounts payable, budget, payroll and receivable systems. Preferred Qualifications: Experience in higher education industry. Licenses and Other Requirements: CPA or CMA or MBA Physical Abilities: Working Environment: Full time 40+ hours per week position in a dynamic office environment; diverse campus community; multiple interruptions; multiple project deadlines; professional commitment; occasional evening and weekend work; some travel. Posting Number: Staff002472022 Number of Vacancies: Desired Start Date: 06/26/2023 Position End Date: Open Date: 05/17/2023 Close Date: 6/7/2023 Open Until Filled: No Application Procedure/Special Instructions: To apply, visit https://careers.callutheran.edu/postings/10723 California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation. jeid-5ec0aa557302b84ea2cd46b8dfa25fe4
Full Time
Associate Vice President for Finance and Controller Position Category: Staff (Exempt) FLSA: Exempt FTE: 1 Location: Thousand Oaks University Background: The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person’s dignity. Basic Function: The Associate Vice President for Finance/Controller is a senior-level management position within the Administration and Finance Division that reports to the Vice President for Finance. The AVP oversees and reports on the university's annual financial operations whose totals are approximately $115 million and whose net assets are approximately $310 million. He/she/they also directly manages a department budget of $1.2 million and a current staff of 16 people. The incumbent is responsible for the accuracy, integrity, and maintenance of all university financial records and systems. The incumbent also directs, coordinates, and provides strategic oversight and strong administrative leadership of the university's general accounting, financial operations, analysis and reporting, grant and endowment accounting, tax reporting, bond compliance, student financial services, financial systems management, and external audits. Additionally, the AVP for Finance/Controller interfaces with the Board of Regents' committees for finance, audit, and investment. Representative Duties: Treasury and Investments Manage and maintain relationships with service providers, such as commercial banks, endowment advisors, and independent auditors to maximize value. Ensure endowments are administered in accordance with donor restrictions, industry accounting standards and UPMIFA, and that the spending policies approved by the Board of Regents are appropriately enforced. Make stock and asset trades as directed by the Investment Committee of the Board of Regents. Oversee the accurate maintenance of banking and investment records, ensuring accounts are reconciled monthly and all transactions are properly accounted for in a timely fashion. Manage timely and accurate tax-exempt bond accounting and bond project reporting while ensuring overall compliance with reporting standards as required by outside entities. Monitor the university operating short-term investments, endowment investments, and bond reserve fund investments and offer proposed interventions as necessary. Manage and make accessible to the president the university’s cash flow position. Financial Reporting Manage the general ledger closing and the monthly and annual financial reports, ensuring timeliness and accuracy Analyze complex financial and statistical data and prepare accounting statements, summary conclusions and recommendations in accordance with generally accepted accounting principles. Monitor the university’s financial records to ensure precision and integrity of all data. Assist the Vice President for Finance in developing presentation materials, reports, and financial analysis and modeling for various meetings. This includes meetings with the Cabinet, Board of Regents, Deans Council, Budget Committee, rating agencies and other internal and external entities. Assist in the staffing of Board of Regents’ committees for Audit, Investment, and Finance & Administration. Forecasting and Analysis Create and manage the budget for the Business Office. Generate reports that analyze university spending and related trends. This includes but is not limited to forecasting and preparing cost studies for management and the Board of Regents through the use of relevant and strategic dashboards. Prepare pro-forma financial plans for new programs, new construction projects, etc. that are under consideration. This includes a projected impact on financial statements and financial ratios. Provide oversight of financing for capital/equipment, technology and long and short-term facilities planning. Work closely with university management to identify and analyze various financial and budgetary issues, strategic and financial planning efforts. Work collaboratively with key functional areas of the university including human resources, registrar, admissions, international programs, facilities, information technology, and academic affairs to ensure seamless business operations. Support the Vice President for Finance and/or Executive Director of Budget and Financial Planning as needed with additional financial and accounting duties. Audit and Regulatory Filings Prepare, in coordination with university’s independent auditors, the annual review of financial statements and information for audits (financial statements, federal awards, retirement plan, and KCLU radio station). Prepare regulatory reporting and tax returns. This includes all federal, state and private higher education fiscal reporting requirements and surveys for benchmarking. Ensure that the Conflict of Interest process is completed annually Conducts ongoing research, monitors, interprets, and implements generally accepted accounting principles, tax rules, grant requirements, and other regulatory and compliance requirements. Systems and Internal Controls Support and guide the Business Office to further streamline business processes, optimize the use of technology and oversee technology upgrades, implement digital tools, ensure compliance with security policies and maintain useful departmental webpages. Lead in the development and/or improvement of the Enterprise accounting system, controls and reporting processes. Work collaboratively with the others to coordinate and assist with any system upgrades to existing systems and/or new system implementations and provide training for staff. Develop, communicate, monitor, and validate adherence to business policies, procedures, and internal controls based on industry best practices and risk mitigation. Design and maintain contemporary and innovative systems that are robust and aligned with local, state, and federal regulations. Review, on a biannual basis, and partnership with General Counsel when necessary, all Business Office polices. Supervision and Development Ensure superb customer satisfaction and efficient operations of the overall department while ensuring work is performed in a timely and accurate manner. Build a cohesive team that embraces the university’s mission, adapts quickly to change, and promotes innovation. Provide professional development and training opportunities for staff that help the team succeed as a whole. Maintain professional growth and development through seminars, workshops and professional affiliations to keep abreast of latest developments in regulatory changes, higher education finance, budgeting, and in other related areas. Participate, as resources allow, in national and regional professional organization leadership to improve visibility of the university. Recruit, supervise, develop, train, mentor, and evaluate the performance of assigned personnel. Motivate staff and develop an effective high-functioning team to achieve peak productivity and performance. Encourage customer-oriented staff interaction with students, parents, and employees. Campus Involvement Model a leadership style that supports observance of the highest ethical standards of conduct and works with university campus units to implement processes and procedures to ensure university-wide compliance. Develop strong working relationships with units across the university to establish methods to continuously improve efficiency and quality of services and to reduce vulnerability to fraud, abuse and waste. Interface and build relationships with colleagues across the university to address the information and financial data needs that allow them to make informed decisions and achieve their financial, strategic, and operational goals. Support the University’s mission of diversity, equity, inclusion, and justice. Participate in campus-wide contingency and business continuity planning. Develop and maintains Business Office emergency continuity plan. Supports the Emergency Operations Committee. Other Duties Oversee grant accounting and reporting. Provide assistance, as required, when the university is applying for federal and private grants. Monitor the university’s purchasing functions, including updating and maintaining purchasing policies and procedures, and providing appropriate forms (i.e. purchase orders, purchase requisitions, requests for payment, and travel reimbursement). Complete and/or oversee special projects and perform other duties as assigned. Knowledge Of: Financial and accounting practices and reporting, including chart of accounts design, asset management, general ledger, budgeting, payroll, payables and receivables, purchasing and expense management. Generally Accepted Accounting Principles, GASB and FASB standards, Fund Accounting Principles, and Internal control standards Current and emerging trends in financial technologies and analytical tools, and issues Contemporary issues and regulations impacting higher education and non-profit entities Financial enterprise application systems, such as Ellucian Colleague, Banner, Workday, PeopleSoft, or similar financial systems. Business continuity practices Applicable federal and state laws and regulations that impact all facets of university policies and procedures. California labor relations and employment practices. Cal Lutheran’s mission and purpose as a comprehensive university within the Evangelical Lutheran Church of America Ability To: Prepare, gather, review, evaluate, and analyze complex financial and statistical data and prepare reports, summary conclusions, and recommendations for University leaders Effectively interact and collaborate with and present to diverse individuals at all organizational levels, both inside and outside of the university. Demonstrate excellent interpersonal and communication skills, active listening, tact, customer service, and patience. 1) As part of this expectation, develop and deliver professional level oral and written presentations that are clear and accessible to diverse audiences, most of whom are unfamiliar with accounting terminology and standards. 2) It also includes formulating succinct oral and written messages around complex topics and financial models and high-level reports that are public. Demonstrate successful administrative experience, preferably in a higher education setting Plan, organize, lead and handle multiple projects and priorities simultaneously, meet schedules and due dates, and adjust plans due to changing circumstances Initiate, respond to, and manage change and perform well with a certain level of ambiguity Effectively advise and collaborate with senior management on financial issues Hire, train, mentor, develop, supervise, and evaluate the performance of assigned personnel. Provide regular feedback, coaching and recognition for excellence in performance creating dynamic, mentoring environment. Maintain the highest standards of integrity and professional conduct with ability to maintain a high level of confidences, confidentiality, objectivity, fairness, and navigate sensitive issues. Exercise independent judgment and utilize diplomacy in handling sensitive matters. Research, interpret, and implement generally accepted accounting principles, and other regulatory and compliance requirement. Utilize Microsoft Office Suite applications, computerized accounting systems, endowment accounting software. Help the university reinforce its commitment for diversity, equity, inclusion, and justice. Minimum Qualifications: Any combination equivalent to: Bachelor’s degree from an accredited college or university in accounting, finance, or business administration (with a major in accounting or finance) plus a Certified Public Accountant or Certified Managerial Accountant certification, or Master’s degree in Accounting or Finance, or MBA (with emphasis in Finance) OR A combination of education and work experience; and ten (10) years of related progressive responsibility with administrative and supervisory professional experience in the field of financial accounting, audit, and finance with at least five (5) years of management level experience. Experience must include direct use of computerized accounting, purchasing, accounts payable, budget, payroll and receivable systems. Preferred Qualifications: Experience in higher education industry. Licenses and Other Requirements: CPA or CMA or MBA Physical Abilities: Working Environment: Full time 40+ hours per week position in a dynamic office environment; diverse campus community; multiple interruptions; multiple project deadlines; professional commitment; occasional evening and weekend work; some travel. Posting Number: Staff002472022 Number of Vacancies: Desired Start Date: 06/26/2023 Position End Date: Open Date: 05/17/2023 Close Date: 6/7/2023 Open Until Filled: No Application Procedure/Special Instructions: To apply, visit https://careers.callutheran.edu/postings/10723 California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University’s policies, procedures, and processes. Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation. jeid-5ec0aa557302b84ea2cd46b8dfa25fe4