Assistant Director of University Budgets and Financial Reporting

The Assistant Director of University Budgets & Financial Reporting supports the Director of Financial Reporting in preparing accurate, timely, and compliant financial statements. This role plays a key part in ensuring compliance with accounting standards (e.g., GAAP), coordinating audits, and strengthening internal financial controls. It is typically a senior individual contributor or people manager role within Finance or Accounting.

Essential Functions (Responsibilities)

• Assist in the preparation and review of monthly, quarterly, and annual financial statements
• Ensure financial reporting complies with GAAP, regulatory requirements, and organizational policies
• Support external and internal audits, including coordination with auditors and preparation of audit schedules
• Analyze complex accounting issues and assist with technical accounting research
• Review general ledger activity and account reconciliations for accuracy and completeness
• Assist with financial disclosures, footnotes, and management discussion materials
• Support the implementation and maintenance of internal controls over financial reporting
• Collaborate with budgeting, FP&A, payroll, and operations teams to ensure data integrity
• Prepare reports and presentations for executive leadership and governing bodies

• May supervise or mentor accounting staff

   

Required Qualifications

Knowledge, Skills, and Abilities:

• 5–8+ years of progressive accounting or financial reporting experience
• Strong knowledge of financial statements, technical accounting, and audit processes
• Experience with ERP systems (e.g., Workday, Oracle, SAP) and advanced Excel skills
• High attention to detail, strong analytical skills, and ability to meet tight deadlines

Equivalent Education and Experience:

• Bachelor’s degree in Accounting, Finance, or related field
• Master’s Degree preferred within a business discipline
• CPA or progress toward CPA 

Physical Requirements

• Ability to remain in a stationary position (sitting or standing) for extended periods while working at a computer.
• Frequent use of hands and fingers for typing, data entry, and handling documents.
• Occasional lifting and carrying of files, boxes, or office supplies (typically up to 20 lbs).
• Visual acuity to review detailed financial data and documents.
• Ability to communicate clearly in person, by phone, and via email.
• Occasional movement within the office and museum environment for meetings and collaboration.

Disclaimer:

The essential job functions and associated qualifications contained in this document describe the general nature and level of the work performed.  They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job.  The tasks and procedures involved in the performance of the essential job functions may vary from day-to-day.  Major changes in areas of responsibility may occur, as directed by management, and will require revision of this job description.