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Fiscal Coordinator 2

Please see Special Instructions for more details.

To ensure full consideration, applications must be received by July 31, 2017. Applications will continue to be accepted after the full consideration date, until a sufficient applicant pool has been achieved or the position is filled. The closing date is subject to change without notice to applicants.” Applications will continue to be accepted until a sufficient applicant pool has been achieved or the position is filled. The closing date is subject to change without notice to applicants. Applications will be reviewed based on the information submitted on the employment profile with education and work history along with any other requested documentation i.e. posting specific question responses, transcripts, etc. Your profile MUST clearly show how you meet the minimum/required qualifications for the position. Resumes are NOT accepted at the application stage for classified staff positions. Typically, the starting salary is at the lower end of the salary range. For additional information please contact: Lee Whiting at lee.whiting@oregonstate.edu (include a mailing address if transcripts, licenses, and or certifications must be submitted) OSU commits to inclusive excellence by advancing equity and diversity in all that we do. We are an Affirmative Action/Equal Opportunity employer, and particularly encourage applications from members of historically underrepresented racial/ethnic groups, women, individuals with disabilities, veterans, LGBTQ community members, and others who demonstrate the ability to help us achieve our vision of a diverse and inclusive community. This position is designated as a critical or security-sensitive position; therefore, the incumbent must successfully complete a Criminal History Check and be determined to be position qualified as per OSU Standard 576-055-0000 et seq. Incumbents are required to self-report convictions and those in Youth Programs may have additional Criminal History Checks every 24 months. Offers of employment are contingent upon meeting all minimum qualifications including the Criminal History Check Requirement. Transcripts must be submitted for all required and/or related courses. All courses must be from accredited colleges, universities, or private vocational schools. The online application system will allow you to attach your transcripts if the PDF file is 9MB or less. If over 9MB in size, submit to contact person listed. Transcripts must be received by the closing date if not uploaded with your application.

Position Details

Position Information

Department Univ Shared Svcs Entrprs (ZSS)
Classification Title Fiscal Coordinator 2
Job Title Fiscal Coordinator 2
Appointment Type Classified Staff
Job Location Corvallis
Position Appointment Percent 100
Appointment Basis 12
Pay Method Salary
Min Salary $4372
Max Salary $6705
Employment Category Regular
Position Summary

This recruitment will be used to fill one full-time Fiscal Coordinator 2 position for The University Shared Services Enterprise (USSE) at Oregon State University.

The University Shared Services Enterprise (USSE) provides shared finance and administration services to the seven public universities in the state of Oregon. Service offerings include labor relations, financial reporting, payroll, IT systems, internal audit and treasury management.

The Treasury Management Services division of the USSE provides oversight, coordination, accounting and compliance support for a variety of treasury functions for university clients. Service offerings include cash management, debt management and investment management in cooperation with the Oregon State Treasury or other financial service firms upon request. Oregon State University is host to the USSE and Treasury Management Services group.

Working under limited supervision, this position performs complex analyses and generates reports across many fiscal functions related to Treasury Management including debt, cash and investment management. Duties include working with and assisting the USSE Debt Manager with the review and/or the coordination of university debt issuances, calculating loan schedules for institutions, allocating debt service and maintaining complete records related to bonds, debt service, and loans. Working with and assisting the USSE Treasury Management Services Director or staff to monitor university cash accounts, assist with bank account reconciliations, resolve banking issues, conduct fiscal analysis of participating universities cash positions, account for investment activities, and other investment reporting activities.

This position may interact with the Oregon State Treasury, the Oregon Department of Administrative Services or other state agencies, and outside advisors on behalf of university clients.

Position Duties

40% Administration of University Client’s Borrowing Programs :

Provide support to USSE clients related to the issuance of General Obligation and revenue bonds. Assist in the preparation of financial data to be included in the sales document and the various debt agreements for the bond sale.

Review bond sale documents for accuracy and provide input as needed. Review debt service amortization schedules and coordinate allocation of debt service to the various University Debt Paying Entities (DPE).

Review current bonding programs to ensure that they comply with the Oregon Constitution, Oregon Revised Statutes, IRS regulations and Board Policies.

Assist the university client with the preparation of the necessary board resolutions related to the bonding and intent to reimburse requests required by the IRS.

Assist with the monitoring of private use to ensure that the private use is within IRS Limits. Compile and prepare an annual report of private use for facilities financed with tax-exempt debt for submission to the State. Assist university clients with requests for change in use of bond financed facilities submissions.

Monitor bond proceed expenditures to ensure that it meets the IRS and State Loan or Grant Agreement requirements.

Assist with the gathering of data to compute arbitrage rebate. Ensure that any arbitrage liability is correctly reflected in the institutions accounting records.

Coordinate with university clients to record and submit loan or debt service payments in accordance with the various agreements.

Assist the university clients with the preparation and timely submission of reporting requirements for the various State debt agreements.

Prepare debt service cash flow forecasts for the various debt paying entities, as requested.

25% Administration of University Client’s Cash and Investment Management Programs:

Assist to ensure that all bank accounts used by participating universities are appropriately controlled, safeguarded and reconciled.

Assist with the administration of the Public University Fund unit value system based upon market value of the fund.

Assist with the fiscal analysis of investment income received, investment proceeds received and asset value fluctuations in the Public University Fund.

Using GAAP, record investment income received and other investment activity including purchases, sales, market valuation adjustments, fees, amortization of premiums/discounts, etc.

Assist with the analysis of the investment earnings pool, analyze fund balances, (numbering in the thousands), computes average fund balances, and distribute the investment earnings to participating universities.

Assist with the monthly calculation of a client university’s endowment fund, administer the unit value process, analyze additions and withdrawals from the endowment fund and assign units as required.

15% Financial Reporting:

Assist with the preparation of the footnotes to the Financial Statements related to the Client University’s Debt, Cash and Investments. Provide financial data and analysis of debt, cash and investments to various outside entities in conjunction with the annual audit.

Prepare necessary entries to ensure that debt, cash and investment balances are properly recorded in the Universities’ accounting records.

Assist in the preparation of investment activity for annual financial statements and notes to the financial statements for participating universities.

10% Treasury Operations:

Provide back-up support for the setup/review of recurring ACH/wires for participating universities and ensure wire activity complies with policy.

Serve as a resource for Treasury related questions and resolves issues (may be procedural or security related) promptly and professionally.

Assist with the monitoring of bank balances for adequacy and cash accounting balances for compliance, recommending actions as needed.

Provide back-up for the treatment of unclaimed wires following the unclaimed wire procedures.

Establish and maintain effective working relationships with staff in the business offices of university clients.

Work with university staff to support their initiatives that affect banking operations, help to resolve banking issues that arise and ensure that new activity is appropriately controlled and reconciled.

10% Other Duties:

Assist in the development and updating of policies/procedures related to debt, cash and investments.

Cross train on other tasks performed within Treasury Management Services.

Other duties as assigned.

Minimum Qualifications

Twenty four (24) quarter, 16 semester or 240 clock hours of accounting courses and three years of *accounting experience; OR a CPA or PA certificate and three years of *accounting experience. *Accounting experience must include at least 8 of the following: creating policies and procedures for fiscal operations; assuring that accounting system reflects program/agency operations; analyzing impact of regulations/changes on accounting budgeting systems; assuring fiscal transactions comply with accepted accounting practices, policies, and procedures; formulating and recommending corrective actions as well as accounting system improvements; developing and monitoring system generated reports; preparing and distributing a variety of fiscal reports; applying computer spreadsheets and accounting software; responsibility for an organization’s total accounting functions; knowledge of governmental and fund accounting; analyzing and interpreting financial data; applying audit standards to internal procedures; communicating technical material orally and in writing; solving accounting system and application problems; preparing budgetary and GAAP financial statements; ensuring compliance with federal/state laws and administrative policies. All courses must be from accredited colleges, universities, or private vocational schools.Transcripts must be submitted for all required and/or related courses.

Additional Required Qualifications

Bachelor’s degree with a CPA or PA certificate and two years of accounting experience OR Bachelor’s degree with 24 quarter (16 semester) hours of accounting courses and two years of accounting experience OR 24 quarter hours of college-level accounting courses and three years of experience.

Accounting experience must include at least 6 of the following: documenting and resolving problems within an accounting system; classifying revenues and expenditures to funds and accounts; ensuring accounting system conforms with applicable controls; reconciling accounts to general or control ledgers; preparing journal vouchers; applying accounting principles to one or more functional areas; tracing errors through accounting system; applying computer report information; knowledge of governmental and fund accounting; applying PC spreadsheet, database, and word processing software.

Transcripts must be submitted for all required and/or related courses. All courses must be from accredited colleges, universities, or private vocational schools.

This position is designated as a critical or security-sensitive position; therefore, the incumbent must successfully complete a Criminal History Check and be determined to be position qualified as per OAR 576-055-0000 et seq. Incumbents are required to self-report convictions and those in Youth Programs may have additional Criminal History Checks every 24 months.

Preferred (Special) Qualifications

Debt accounting, cash and investment accounting and/or treasury operations experience.

Experience using Banner accounting systems.

Experience in preparing/analyzing financial and managerial reports.

Experience applying laws, rules, regulations and GAAP.

Proficiency in the development and use of complex spreadsheet applications.

Ability to document and present information and ideas clearly and effectively.

Strong verbal and written communication skills.

Strong organizational skills and attention to detail.

Demonstrated ability to work both as a team member and independently.

Able to effectively plan and organize the work in order to meet deadlines.

Customer service experience.

Demonstrable commitment to promoting and enhancing diversity.

Working Conditions / Work Schedule
This position is deemed essential and the incumbent may be expected to report to work during inclement weather, emergency and other University work curtailments or closures. No
This position requires a clear and unambiguous commitment to compliance of all National Collegiate Athletic Association (NCAA) regulations for Division I (FBS) universities. No

Posting Detail Information

Posting Number P00977CT
Number of Vacancies 1
Anticipated Appointment Begin Date 08/28/2017
Anticipated Appointment End Date
Posting Date 05/31/2017
Full Consideration Date
Closing Date 09/30/2017
Indicate how you intend to recruit for this search Competitive / External - open to ALL qualified applicants
Special Instructions to Applicants

To ensure full consideration, applications must be received by July 31, 2017. Applications will continue to be accepted after the full consideration date, until a sufficient applicant pool has been achieved or the position is filled. The closing date is subject to change without notice to applicants.”

Applications will continue to be accepted until a sufficient applicant pool has been achieved or the position is filled. The closing date is subject to change without notice to applicants.

Applications will be reviewed based on the information submitted on the employment profile with education and work history along with any other requested documentation i.e. posting specific question responses, transcripts, etc. Your profile MUST clearly show how you meet the minimum/required qualifications for the position. Resumes are NOT accepted at the application stage for classified staff positions.

Typically, the starting salary is at the lower end of the salary range.

For additional information please contact: Lee Whiting at lee.whiting@oregonstate.edu (include a mailing address if transcripts, licenses, and or certifications must be submitted)

OSU commits to inclusive excellence by advancing equity and diversity in all that we do. We are an Affirmative Action/Equal Opportunity employer, and particularly encourage applications from members of historically underrepresented racial/ethnic groups, women, individuals with disabilities, veterans, LGBTQ community members, and others who demonstrate the ability to help us achieve our vision of a diverse and inclusive community.

This position is designated as a critical or security-sensitive position; therefore, the incumbent must successfully complete a Criminal History Check and be determined to be position qualified as per OSU Standard 576-055-0000 et seq. Incumbents are required to self-report convictions and those in Youth Programs may have additional Criminal History Checks every 24 months. Offers of employment are contingent upon meeting all minimum qualifications including the Criminal History Check Requirement.

Transcripts must be submitted for all required and/or related courses. All courses must be from accredited colleges, universities, or private vocational schools. The online application system will allow you to attach your transcripts if the PDF file is 9MB or less. If over 9MB in size, submit to contact person listed. Transcripts must be received by the closing date if not uploaded with your application.

Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * Please describe one or more experiences that you believe best prepares you to be successful in this position, as described.

    (Open Ended Question)

  2. * Please describe a recent accounting challenge you faced, what you did to resolve the issue and the outcome for the stakeholder involved.

    (Open Ended Question)

Documents Needed to Apply

Required Documents
  1. Transcripts
Optional Documents