Accountant 2

As Accountant 2 for the Division of University Advancement, the successful incumbent will report for full-time, in-person work at the Oregon Tech Foundation in Klamath Falls, OR, to the Vice President of the Division.

This position has frequent contact with campus leadership, faculty, staff, vendors and others served by the University and extended community. The successful incumbent will develop and demonstrate a thorough understanding of University policies, procedures and operations. This position exercises initiative, professional judgment and ownership of work while exercising strong communication skills and a high level of customer service.

The duties below are not inclusive but characteristic of the type of work associated with the class. Individual positions may do all or some combination of the duties listed below as well as other related duties.

Accounting Systems Analysis. Reviews a wide variety of accounting and fiscal activities to analyze account relationships and information exchanges among programs; refines system methods, procedures, and controls to improve data flow, audit trail, and compliance with accounting standards; devises forms and updates to procedure manuals; works with centralized accounting system staff where applicable to solve problems and insure proper system operations; makes recommendations to supervisors for system modifications such as improved data collection or report generation and prepares formal studies of existing accounting methods.

Accounting. Applies generally accepted accounting principles to several functional areas of a university or to highly specialized technical or fiscal functions in a large department or college accounting section; interprets State or Federal laws to evaluate impact on accounting policies and practices; establishes controls for automated functions such as check issue or purchase order generation; analyzes and interprets accounting records, statements, and reports; prepares written summary reports for management; identifies and resolves accounting problems; reviews audit and internal control compliance; posts, balances, and closes accounts; reconciles accounts to general or control ledgers and prepares adjusting entries as required; prepares vouchers; identifies out of balance conditions, tracks errors through the accounting system, and makes appropriate reversals or correcting entries. Some employees in this class train and/or review the work of other employees.

Budgeting. Performs budget analysis requiring extensive and detailed record research, revenue and expenditure forecasting and statistical analysis; assists university management with major budget components; provides current and historical budget data; prepares and consolidates budget worksheets; makes adjustments to budget accounts as needed; on own initiative or at request of supervisor, prepares special budget analysis reports to highlight problems. Employees in this class may participate in budget preparation by providing university managers with financial data, fiscal projections, or statistical analysis or may be responsible for one or more program areas during the budget process and subsequent allotment of funds.

Report Preparation. Uses detailed and consolidated accounting records to compile university central office, large department, or college financial reports, budget summaries, and special reports; designs and implements report formats and data collection systems; consolidates reports generated by various accounting functions/levels, making conclusions, and recommendations.

Bachelor’s degree in Accounting; OR Bachelor’s degree with 30 quarter (20 semester) hours of college-level Accounting, OR 30 quarter (20 semester) hours of Accounting courses and three years of Accounting experience.

Accounting experience must include at least 6 of the following: