With minimal direction from the department administrators, responsible for the financial management, accounting, and reporting systems for institutional and research accounts. Conducts detailed analysis of accounts, including account history, costs, forecasts, and the drivers of each. Provides accurate and up-to-date financial information to support successful financial management of these accounts. Utilizes knowledge of the University accounting procedures and funding agency policies to provide proper review and control over all activities that impact the financial records.
Under general guidance and with latitude for independent judgment and initiative:
Tracks, monitors, and completes routine reconciliation of individual ledgers for Quality Institute functional account sub codes. Account types consists of operating budgets, internally funded grant accounts and as centralized role completing these processes in UR Financials/Workday Ledgers, this includes reconciliation of all accounts and correcting discrepancies after review.
In collaboration with QI Senior leadership, assists the preparation of departmental financial statements for all Quality Institute accounts, including the various types of accounts (operating, income-generating, holding, sponsored, grant, gift, endowed); provides information from reconciliation efforts to inform estimates and expenditures control. Coordinates with financial stakeholders within the department to prepare reports for accounts as part of full reconciliation process.
Prepares expenses on all accounts (operating, endowment, gifts, internal grant) including, but not limited to: T&C, P-Card, P2P, Salary, Reimbursements, and P-card. Reviews all expenses on the departmental P-card and above listed accounts. Ensures proper backup documentation standards are maintained, and correct and appropriate FAOs and spend categories are used. Reconciles all P-card statements on a monthly basis. Liaises with UR P-card Program Manager when questions arise.
Workday Financials- prepares and posts journal entries in a timely manner. Prepares Request for Payment (F-4), Travel & Conference reimbursement and Employee Expense (F-3) for faculty and staff as requested; independently follows through with payee contacts as needed to ensure communication is clear when payments lag due to Accounts Payable timelines and processes.
Maintains internal grant administration certification. In consultation with the QI Senior Leadership Team, prepares programmatic budget documents, monitors expenditures and holds regular meetings with department staff to review progress and meeting fiscal-year budget allocations. Acts as primary administrator over the internally funded grant accounts and works directly with Awardees and respective department administrators to accomplish disbursements, reimbursements and funding activities within projects.
In collaboration with QI Senior leadership, assists the preparation of annual budget for Cost Centers and operations accounts; and provides coordinated submission of the approved budgets created by the Senior Leadership team effort. Additionally, assists in preparation of BIPs in accordance with University Policy and process and in collaboration with QI Senior Leadership input and approvals.
Serves as administrative backup for the Quality Institute Administrative Assistants, as needed.
Other duties as assigned
Bachelor’s degree in Accounting required; 1 year of professional accounting experience or an equivalent combination of education and experience
Ability to take responsibility for multiple accounts in a diverse financial structure and show initiative in making suggestions and decisions.
Ability to set priorities and manage competing demands; must be able to prepare and present materials clearly to all levels of the department.
Strong interpersonal, presentation, and communication skills, including written communication.
Strong analytical skills and strong attention to detail.
Ability to work both independently and as part of a team.
Proficiency with spreadsheet analysis and ability to quickly learn new systems, programs, and /or software.
Knowledge of institutional and funding agencies policies and procedures related to sponsored programs accounting, University purchasing processes, accounts payable processes, UR Financials, URGEMS, COGNOS and payroll and human resources.
CLASP training required
The University of Rochester is committed to fostering, cultivating, and preserving a culture of equity, diversity, and inclusion to advance the University’s mission to Learn, Discover, Heal, Create – and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion/creed, sex, sexual orientation, citizenship status, or any other status protected by law. This commitment extends to the administration of our policies, admissions, employment, access, and recruitment of candidates from underrepresented populations, veterans, and persons with disabilities consistent with these values and government contractor Affirmative Action obligations.
How To Apply
All applicants must apply online.
EOE Minorities/Females/Protected Veterans/Disabled
Pay Range: $22.02 - $30.82 Annually
The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job’s compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.
Location: Strong Memorial Hospital
Full/Part Time: Full-Time
Opening: Full Time 40 hours Grade 051 Quality Improvement
Schedule: 8 AM-4:30 PM