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MANAGER, FINANCIAL REPORTING
Job Title: MANAGER, FINANCIAL REPORTING
Job Code: 1976
FLSA: E
Job Level: 15
Revised Date: 12/01/2007
Job Family: JF 28
Occupational Summary
Manage all aspects of the University's corporate external financial and compliance reporting process to include planning and coordinating the annual external audit process, providing specialized and industry- specific guidance on accounting related issues to Duke personnel, and providing support to the Associate Treasurer on debt and tax related issues.
Work Performed
Plan and coordinate the annual audit process for the Universitys corporate external financial statements and other required financial oriented compliance reporting, working with all financial offices of the University; serve as the University's primary point of contact with external auditors and ensure effective communication among Duke staff, Duke internal audit and external auditors.
Prepare required notes to the corporate external financial statements; prepare work schedules and other work papers in support of the University's corporate and other generally accepted accounting principles (GAAP) financial statements.
Coordinate the review and publication process for the University's corporate and other GAAP financial statements.
Coordinate with Office of Information Technology (OIT) to improve and enhance financial data reporting techniques; conduct annual review of all assumptions used in classifying fund codes and object codes for external financial statement presentation and ensuring all data is complete and accurate.
Research software applications and tools that can be utilized to improve and accelerate the compilation of financial statements in the future.
Compile and report on historical data as requested by University administrators, officers, the Board of Trustees and external agencies; assume responsibility for financial sections of all compliance reporting identified.
Provide specialized and industry specific guidance to appropriate Duke personnel on issues related to financial external reporting, generally accepted accounting principles and federal compliance and reporting requirements; maintain NACUBO Financial Accounting and Reporting (FARM) manual for use by appropriate accounting personnel.
Provide support to the Associate Treasurer in the administration and reporting of the University's centralized debt management function, financial projections related to future debt service requirements and funding plans, and coordination of the University's tax reporting and compliance process.
Perform other related duties incidental to the work described herein.
The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.
Required Qualifications at this Level
Education/Training
Work requires thorough knowledge of accounting, auditing and external financial reporting principles generally acquired through a bachelor's degree in accounting, business or a related field combined with the successful completion of a certified public accountant status or an equivalent designation.
Experience
Work requires the ability to apply complex accounting and external financial reporting principles, identify and analyze accounting and financial reporting questions and develop solutions responsive to those questions, and coordinate the implementation of solutions, generally acquired through seven years of experience in a public accounting environment or related setting.
OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
Skills
N/A
The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.
Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
