Plays a leadership role in the design, development and oversight of critical procedures and systems related to the accounting and reporting of Dartmouth’s financial transactions. Directs all aspects of Financial Reporting department to ensure the accuracy of external financial reports and tax returns. Provides guidance to fiscal officers and other financial managers throughout the institution on financial accounting and reporting matters. Works closely with the Information Technology & Consulting department on initiatives related to Oracle Financials modules.
Plays a leadership role on the Controller’s Office management team. Identifies and leads change management and process improvement tasks for accounting and reporting related functions around the institution. Develops and maintains strong relationships with external auditors and other service providers.
Leadership and Management-60%
With minimal supervision, leads the day to day activities and long-term planning of the Dartmouth’s financial reporting team.
Directs the development, implementation, and evaluation of policies and priorities in this area. Evaluates work processes to streamline and gain efficiencies. Overseas workflow and reports on progress and achievement of goals.
Manages, hires, evaluates and provides support and training to five exempt staff as needed.
Oversees annual expense budget for this operational area.
Oversees the performance of in-depth analysis of accounts at year-end to determine the accuracy of the financial information. Directs the preparation of Dartmouth’s and its related entities annual financial statements, including footnotes. Reviews and approves various year-end workpapers which support the financial statements. Oversees responses to external auditor inquiries.
Provides support to Senior Tax Analyst to ensure timely completion of all tax filings for Dartmouth College and its related entities. Responsible for reviewing returns to ensure accuracy. Actively participates in analyzing effect of major new tax reporting changes and communicating issues to those affected, including Senior Management.
Prepares and/or reviews other financial information and reports, both for internal and external use. Compiles financial information for special projects, which could include financial forecasts, trend analysis, historical data compilation, ratio comparisons, etc. Oversees the reporting for capital projects.
Analyzes new FASB reporting requirements, informs senior management of implications and potential impact, develops programs and procedures to respond to changing external environment, and works with others across campus to implement plans that are appropriate for Dartmouth.
Plays a leadership role in developing and managing Dartmouth’s financial reporting policies and processes. Provides input on other related policy matters and initiatives within the Finance and Administration division and for departments across campus.
Responsible for ensuring the integrity of Oracle General Ledger is maintained, including working with the Director of Institutional Accounting and Controller to evaluate need for changes to certain rules, security settings and access.
Oversees the maintenance of the chart of accounts and security access to the Oracle Financials modules and related financial systems.
Provides operational oversight and guidance in the development and maintenance of the Oracle Financials modules.
Assures a high level of service to Fiscal Officers and financial managers across campus. Researches and resolves issues related to implementation of Dartmouth’s accounting and reporting policies and procedures.
Oversees development of training materials for financial topics, reporting tools and related system functionality and business processes.
Collaborates with the Director of Institutional Accounting, Controller, ITC partners and other senior finance staff on accounting and reporting policies and processes.
Collaborates with the Assistant VP of Finance and Treasury Management on matters relating to post-issuance compliance.
Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others.
Performs other duties as assigned.
Skills & Knowledge
In-depth knowledge of accounting and taxes for complex not-for-profit organizations, preferably higher education.
Knowledge of GAAP, FASB and higher education reporting standards.
Excellent analytical/critical thinking abilities.
Ability to plan work, set priorities and manage multiple priorities, and changes in schedules and priorities.
Knowledge of internal controls.
Highly proficient with computer applications, such as Excel, Word, PowerPoint, and Adobe; familiarity with complex financial systems, preferably Oracle.
Excellent communication and interpersonal skills.
Initiative, sound judgment and ability to work independently.
Commitment to diversity; ability to work effectively with all constituencies in a diverse institution.
Seven to ten years of relevant experience in a related field.
Previous supervisory experience.
Bachelor’s degree in Accounting, Business Administration, Financial Management, or other applicable fields.
Dartmouth College is an equal opportunity/affirmative action employer with a strong commitment to diversity and inclusion. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications by members of all underrepresented groups are encouraged.