Job Summary
Under the general supervision of the Director of University Accounting & Reporting, this position performs a variety of duties and functions for University Accounting and Reporting, which is a section within the University Financial Services department. While the primary assignments are specific to University Campus Program (UCP) responsibilities, there is a significant amount of cross-functional policy and procedure knowledge and analysis required to perform the duties of this position, especially with regards to purchasing, travel, and hospitality.
The incumbent must interact and maintain excellent working relationships with all campus personnel and Departments, with special emphasis on fostering strong working relationships with the division of University Development and Alumni Engagement, lead administrative staff within the Colleges and all areas within the Administration and Finance Division.
Department Summary
UCP is an area of responsibility focused on accounting for gift-related revenues and expenses. UCP activities include but are not limited to creating new UCP funds; ensure that gifts and related gift fees are applied appropriately; that fund directors are aware of spendable balances; expenses are in line with donor intent; ensure only authorized signers are approving expenses funded by gifts; and that the confidentiality of donor data is properly maintained. The duties of this position also require the creative use of a variety of software applications to regularly provide gift reporting for customers in the Colleges that are concise and easy to understand.
Key Qualifications
Working knowledge in record keeping, including knowledge of principles and practices of accounting, budgeting, and reporting.
General knowledge of Generally Accepted Accounting Principles (GAAP). Ability to prepare and enter journal entries in accordance with GAAP.
Knowledge of operational and fiscal analysis and statistical techniques.
Ability to research, develop, and evaluate complex fiscal policies and programs.
Ability to analyze financial and statistical data and draw conclusions.
Ability to gather information from a wide variety of resources, analyze the information and summarize and present the information in a useful, understandable manner.
Demonstrated ability to maintain a high degree of confidentiality.
Education and Experience
Equivalent to graduation from a four-year college or university with a major in accounting, business administration, finance, or a closely related field. (Any equivalent combination of education and experience, which provides the required knowledge and abilities, may be substituted for the required education).
Salary and Benefits
Anticipated Hiring Range: $63,800 - $77,00 Per Year
Classification Range: $53,436 - $100,116 Per Year
Cal Poly offers a best-in-class benefits program, including health, dental and vision insurance, retirement participation in the Public Employees' Retirement System, and educational benefits for eligible employees. See our benefits website for additional information.
Cal Poly
Cal Poly is a nationally-ranked public university located in San Luis Obispo, California, and known for its Learn by Doing philosophy. Each year more than 20,000 top-tier students come to San Luis Obispo to put knowledge into action, taking their learning outside the classroom as they prepare for careers in engineering, agriculture, science, business, humanities and the built environment. Cal Poly's hands-on philosophy, small class sizes and close student-faculty mentorships result in graduates ready from day one to impact their communities, California and the world. For more information, visit calpoly.edu .
Diversity Statement
At Cal Poly, we believe that cultivating an environment that embraces and promotes diversity is fundamental to the success of our students, our employees and our community. Bringing people together from different backgrounds, experiences and value systems fosters the innovative and creative thinking that exemplifies Cal Poly's values of free inquiry, cultural and intellectual diversity, mutual respect, civic engagement, and social and environmental responsibility.
Cal Poly's commitment to diversity informs our efforts in recruitment, hiring and retention. Cal Poly is an equal opportunity employer.
Supplemental Information
Following a conditional offer of employment, a background check (including a criminal records check) must be completed satisfactorily before any candidate may start work with Cal Poly. Failure to satisfactorily complete the background check may result in the withdrawal of the offer of employment. Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive.
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
Cal Poly, San Luis Obispo is not a sponsoring agency for staff positions (i.e. H-1B visas).
Positions are posted for a minimum of 14 calendar days.