Department: HQ – Headquarters
Location: Washington, D.C.
Reporting to the Controller, the Assistant Controller participates as a senior member of the unit responsible for Carnegie’s financial reporting and operations. Major functions include: preparing financial statements on a quarterly basis; providing guidance and support to divisional business offices and HQ colleagues; performing research and general ledger maintenance; reconciling accounts; ensuring the integrity of the general ledger by helping in the preparation and review of complex accounting applications; and prepares complex journal entries such as reconciling custodian reports and recording endowment investment activities. Carnegie has complex accounting and financial reporting responsibilities, including a major endowment with significant alternative investments; substantial gifts in a variety of forms and purposes; partnering arrangements with other institutions; major federal and private grants; capital projects; decentralized operations; and certain revenue-producing activities.
- Prepares quarterly financial statements and assists with annual financial statement preparation including the treatment of complex transactions through footnotes and other reporting mechanisms, such as investments; property and equipment; partner contributions; and employee benefit plans.
- Directly manages the HQ staff and senior accountants; indirectly provides support for the divisional business offices
- Prepares and/or reviews accurate and timely journal entries related to revenue recognition, fixed assets; capitalization of construction-in-progress; investments; receivables; and health care charges.
- Serves as a resource for technical accounting issues; Assists Controller in assessing the impact and planning for impending accounting standard changes
- Develops detailed knowledge and understanding of Carnegie’s general ledger and how it functions. Manages account reconciliation process. Responds quickly and accurately to requests for information in the general ledger.
- Reviews and approves account payable transactions, including travel expense reports.
- Acts as primary liaison for various external reports including Form 990, various State information returns, Personal Property tax returns, and census.
- Serves as a primary liaison during financial and single audits, prepares supporting schedules, reviews submissions, and coordinates auditor requests using a ticketing system.
- Represents the office and the Controller as necessary.
- Other duties as assigned
- Either Bachelor’s degree and/or Masters degree in Accounting
- CPA candidate required; license strongly preferred
- Minimum of eight years of work experience with increasing responsibility in the matter(s) described above, with account research and reconciliation experience being mandatory
- Experience working within a non-profit or research institution is preferred.
- Knowledge of accounting best practices
- Able to demonstrate effective written and oral communication skills
- Able to work under pressure, meet deadlines, and provide high-quality service to a range of internal and external clients
- Demonstrates a continuous improvement mindset
- Ability to understand and conduct detailed transactions/processes but also understand the contextual impact of such transactions.
- Minimum of 2-3 years of experience managing staff
- Strong ability in the original writing and in editing, including the presentation of complex scientific material in language understandable to laypersons.
Additional Skills Required:
- Demonstrated strong skills and experience with SaaS-based accounting software packages; Carnegie uses Netsuite, Pyango and eXtendTech
- Demonstrate at least intermediate Excel and Microsoft Office skills.
- MBA or MS in Accounting
- Experience with big 4 auditing firms
- Experience with Netsuite, Pynago, and eXtendTech
- Demonstrated ability to adapt and implement new systems and applications
- Experience using technology to improve productivity
- Ability to adapt and implement new systems and applications
- Ability to influence, persuade and negotiate effectively
- Ability to build collaborative relationships and effective work-groups
- Ability to deliver difficult messages with tact and diplomacy and encourage or compel compliance and good citizenship