Financial Assistant
Cortland University
Position Details Position Information Budget Title Staff Assistant Campus Title Financial Assistant School/Division Institutional Advancement, Division of Department Institutional Advancement Office Staff Sub-Type Staff & Administration Salary Level SL2 Salary Range $50,000-$57,000 (Depending on Experience) Salary Determination Starting salary rates are based on multiples factors which may include the position’s major responsibilities, the applicant’s background including education, work experience, and key competencies, the university’s strategic priorities, internal peer equity and external market analyses, applicable federal, state, and local laws and negotiated labor contracts. Position Effort Full-Time If Part-Time, enter FTE: Is this a temporary position? No If Temporary, enter End Date: Position Summary This position will coordinate and manage the Cortland College Alumni Association budget process, support the Advancement Financial Services team and the Cortland College Foundation finances, and provide training and support to Advancement staff on processes and protocol.
Watch to learn more about careers at SUNY Cortland: https://vimeo.com/1038936490 What makes SUNY Cortland a great place to work? • Our positions provide predictable salary progressions, and many offer permanency.
• Generous benefits include health, dental, and vision insurance, various retirement program options, paid family leave and/or parental leaves, flexible spending and dependent care accounts, long term disability and tuition reimbursement.
• SUNY Cortland prioritizes work-life balance and well-being in all forms. The university’s state-of-the-art Student Life Center is free for employees to use, with membership options for families. SUNY Cortland’s Child Care Center welcomes the children of employees and community members, as space allows. Alternate work schedules are available with a supervisor’s approval.
• Professional development opportunities exist through training, continuing education programs, tuition reimbursement and conference travel, based on funding.
• Cortland County and surrounding areas offer easy access to arts, entertainment, outdoor recreation and much more. Experience Cortland dives deep into the region’s offerings Major Responsibilities Support Alumni Association business processes Manage accounts payable and receivable processes Maintain organized and accurate records of all accounts payable and receivable transactions for auditing purposes Input and track revenues and expenses within Blackbaud Financial Edge software Assist the Executive Director of the Alumni Association with forecasting, budget to actual analysis, and other Ad hoc reporting requests Communicate financial controls through established standard operating procedures and PCI (Payment Card Industry) processes with Alumni Association staff Assist the Associate Director of Campus Event Management with tracking Parks Alumni House financials, which includes processing payments, tracking and projecting expenses, and working with vendors to ensure accurate and timely payments Reconcile Alumni Association general ledger accounts monthly to ensure accuracy under the direction of Advancement Financial Services staff Assist with revenue review and expense reporting and projections to campus partners Assist the Advancement Financial Services staff in training Institutional Advancement (IA) staff on proper accounting standards, new software, best practices, and SOPs (standard operating procedures) Utilize Excel daily to track, report on, and reconcile financial transactions for the Alumni Association, Cortland College Foundation and campus constituents as applicable Assist with annual audit and tax preparation for both the Cortland College Foundation and the Alumni Association, including data retrieval and report preparation Gather tax information for annual 1099 preparation Assist with fund maintenance for the Cortland College Foundation in conjunction with Advancement Financial Services team Functional and Supervisory Relationships Reports to the Director of Advancement Financial Services Works closely with the Assistant Director of Advancement Financial Services and Executive Director of Alumni Engagement
Required Qualifications Associate’s degree in accounting or business with at least two years of work experience in accounting, finance, or business; or in lieu of education, at least four years of work experience in accounting, finance, or business Experience with reviewing financial statements Preferred Qualifications Bachelor’s degree in accounting, business, or related field Experience with current accounting and reporting requirements for non-profit organizations Experience with financial services, alumni engagement or database services for a higher education institution Experience with Blackbaud Software Experience with fund management, such as grants, scholarships, or departmental accounts About the University A top public university of approximately 6,600 students located in the geographic center of New York State, SUNY Cortland provides accessible, affordable education to students from across the U.S. body. One of 13 comprehensive universities in the State University of New York system, SUNY Cortland prides itself on its rigorous undergraduate and graduate programs in the liberal arts, sciences, education, and professional studies. For more than 150 years, SUNY Cortland has provided unmistakable value for students seeking a well-rounded academic, athletic, and social experience. The University ranks among the top campuses in the nation on Money magazine’s “Best Colleges for Your Money List,” fields a powerhouse Division III athletics program and boasts an impressive network of alumni making a difference in education, business, government, fitness, medicine and many other fields. EEO Statement The State University of New York at Cortland is an Affirmative Action/Equal Employment Opportunity/Americans with Disabilities Act (AA/EEO/ADA) employer. The university actively seeks applications from women, veterans, individuals with a disability, members of underrepresented groups or anyone that would enrich the diversity of the university. Job Close Date Posting Detail Information Posting Number S23256 Review Start Date 02/18/2025 Open Until Filled Yes Quick Link for Direct Access to Posting https://jobs.cortland.edu/postings/9609 Special Instructions Special Instructions to Applicant Special Instructions to Applicant Supplemental Questions
Watch to learn more about careers at SUNY Cortland: https://vimeo.com/1038936490 What makes SUNY Cortland a great place to work? • Our positions provide predictable salary progressions, and many offer permanency.
• Generous benefits include health, dental, and vision insurance, various retirement program options, paid family leave and/or parental leaves, flexible spending and dependent care accounts, long term disability and tuition reimbursement.
• SUNY Cortland prioritizes work-life balance and well-being in all forms. The university’s state-of-the-art Student Life Center is free for employees to use, with membership options for families. SUNY Cortland’s Child Care Center welcomes the children of employees and community members, as space allows. Alternate work schedules are available with a supervisor’s approval.
• Professional development opportunities exist through training, continuing education programs, tuition reimbursement and conference travel, based on funding.
• Cortland County and surrounding areas offer easy access to arts, entertainment, outdoor recreation and much more. Experience Cortland dives deep into the region’s offerings Major Responsibilities Support Alumni Association business processes Manage accounts payable and receivable processes Maintain organized and accurate records of all accounts payable and receivable transactions for auditing purposes Input and track revenues and expenses within Blackbaud Financial Edge software Assist the Executive Director of the Alumni Association with forecasting, budget to actual analysis, and other Ad hoc reporting requests Communicate financial controls through established standard operating procedures and PCI (Payment Card Industry) processes with Alumni Association staff Assist the Associate Director of Campus Event Management with tracking Parks Alumni House financials, which includes processing payments, tracking and projecting expenses, and working with vendors to ensure accurate and timely payments Reconcile Alumni Association general ledger accounts monthly to ensure accuracy under the direction of Advancement Financial Services staff Assist with revenue review and expense reporting and projections to campus partners Assist the Advancement Financial Services staff in training Institutional Advancement (IA) staff on proper accounting standards, new software, best practices, and SOPs (standard operating procedures) Utilize Excel daily to track, report on, and reconcile financial transactions for the Alumni Association, Cortland College Foundation and campus constituents as applicable Assist with annual audit and tax preparation for both the Cortland College Foundation and the Alumni Association, including data retrieval and report preparation Gather tax information for annual 1099 preparation Assist with fund maintenance for the Cortland College Foundation in conjunction with Advancement Financial Services team Functional and Supervisory Relationships Reports to the Director of Advancement Financial Services Works closely with the Assistant Director of Advancement Financial Services and Executive Director of Alumni Engagement
Required Qualifications Associate’s degree in accounting or business with at least two years of work experience in accounting, finance, or business; or in lieu of education, at least four years of work experience in accounting, finance, or business Experience with reviewing financial statements Preferred Qualifications Bachelor’s degree in accounting, business, or related field Experience with current accounting and reporting requirements for non-profit organizations Experience with financial services, alumni engagement or database services for a higher education institution Experience with Blackbaud Software Experience with fund management, such as grants, scholarships, or departmental accounts About the University A top public university of approximately 6,600 students located in the geographic center of New York State, SUNY Cortland provides accessible, affordable education to students from across the U.S. body. One of 13 comprehensive universities in the State University of New York system, SUNY Cortland prides itself on its rigorous undergraduate and graduate programs in the liberal arts, sciences, education, and professional studies. For more than 150 years, SUNY Cortland has provided unmistakable value for students seeking a well-rounded academic, athletic, and social experience. The University ranks among the top campuses in the nation on Money magazine’s “Best Colleges for Your Money List,” fields a powerhouse Division III athletics program and boasts an impressive network of alumni making a difference in education, business, government, fitness, medicine and many other fields. EEO Statement The State University of New York at Cortland is an Affirmative Action/Equal Employment Opportunity/Americans with Disabilities Act (AA/EEO/ADA) employer. The university actively seeks applications from women, veterans, individuals with a disability, members of underrepresented groups or anyone that would enrich the diversity of the university. Job Close Date Posting Detail Information Posting Number S23256 Review Start Date 02/18/2025 Open Until Filled Yes Quick Link for Direct Access to Posting https://jobs.cortland.edu/postings/9609 Special Instructions Special Instructions to Applicant Special Instructions to Applicant Supplemental Questions
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