Assistant Controller for Endowment, Planned Giving and Restricted Accounts
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Please see Special Instructions for more details.
While we will no longer require COVID-19 vaccinations, we strongly encourage members of our campus community to adhere to public health recommendations for vaccination to protect against COVID-19, as well as influenza and other diseases.
Posting Details
Posting Number: | 0601075 |
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Position Title: | Assistant Controller for Endowment, Planned Giving and Restricted Accounts |
FLSA: | Exempt |
Job Type: | Full-Time |
Staff Term: | 12 Months |
Staff Work Schedule (hours/dates): | Monday-Friday 8:30am-4:30pm |
Academic Year Schedule (dates): | |
Faculty Term: | |
Position Type: | Staff |
Department: | Accounting Services |
Job Summary/Basic Function: | Reporting to the Controller, the Assistant Controller is responsible for monthly, quarterly and annual accounting related to the college’s endowment, planned giving and restricted accounts, financial modeling for the college’s restricted fund activities including the annual endowment distribution, review of compliance with donor/grant restrictions, quarterly financial reporting and responding to responsible account manager questions, recommending appropriate action on a wide variety of questions/issues related to endowments, restricted accounts, planned giving accounts/trusts, and other projects as assigned. The position is also responsible for evaluating, researching, recommending and executing appropriate accounting for restricted gifts and pledges, endowment, government and private grants, and planned giving accounting treatment in accordance with GAAP, GAAS and UPMIFA, including but not limited to review of restricted account agreements, assessing and auditing restricted accounts, preparing data for the endowment/investment footnotes in the annual financial statements, preparing and reviewing journal entries, preparing schedules for endowment distribution account holders, preparing restricted fund reports for internal & external stakeholders, monthly investment reconciliations, and performing or reviewing complex account reconciliations. This position has oversight and administrative responsibilities of the Banner endowment system. ESSENTIAL JOB FUNCTIONS: ENDOWMENT (35%)
RESTRICTED FUNDS, PLANNED GIVING AND GOVERNMENT AND PRIVATE GRANTS (35%)
GENERAL ACCOUNTING, TREASURY ACTIVITIES AND OTHER (30%)
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Minimum Qualifications: | Individuals must possess or be able to explain and demonstrate that the individual can perform the essential functions of the job, with or without reasonable accommodation, using some other combination of skills and abilities.
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Preferred Qualifications: |
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Compensation and Benefits | To attract and retain the most talented individuals, Wheaton College maintains a flexible and competitive staff compensation and benefits program. When determining and establishing hiring rates or recruitment ranges for a position, the College considers a number of factors including the budget for the position, the range of the grade, the external market for the position or similar positions, level and scope of responsibilities, required education, skills and relevant experience as well as internal equity. All salary offers must have the prior approval of the Office of Human Resources. The salary for this position will be commensurate with the qualifications, education and experience. |
Physical Demands | |
ADA Statement: | Individuals must possess these knowledges, skills and abilities or be able to explain and demonstrate that the individual can perform the essential functions of the job, with or without reasonable accommodation, using some other combination of skills and abilities. |
Eeo Statement | Wheaton College is an equal opportunity/affirmative action employer and does not discriminate against any individual or group on the basis of gender, sexual orientation, gender identity or expression, age, race, color, religion, national origin, veteran status, genetic information, or disability. In a continuing effort to maintain and enrich an intellectually diverse learning environment, the Department and the College actively encourages applications from women and members of underrepresented groups. Wheaton’s core belief is that valuing diversity is pivotal to personal development, intellectual expansion, and societal equity. Our community is united by a shared dedication to equity and access that is essential to providing a transformative education in the Liberal Arts and Sciences. |
Posting Date: | 01/30/2024 |
Closing Date: | |
Open Until Filled | No |
Contact(s): | Office of Human Resources |
Contact Phone/Extension: | 508-286-8206 |
Contact Email: | careers@wheatoncollege.edu |
Contact Fax | |
Special Instructions to Candidates: | The federal government and the state of Massachusetts have made the decision to end the COVID-19 public health emergency. Effective June 1, 2023, the college will no longer require COVID-19 vaccinations and boosters for members of our community. Rather, we strongly recommend that everyone stay up to date on their vaccinations, including boosters, as recommended by their health care provider. While we will no longer require COVID-19 vaccinations, we strongly encourage members of our campus community to adhere to public health recommendations for vaccination to protect against COVID-19, as well as influenza and other diseases. |
References
Supplemental Questions
Required fields are indicated with an asterisk (*).
Optional & Required Documents
- Cover Letter
- List of References
- Resume