The Lead Accountant is responsible for applying generally accepted accounting principles and procedures to analyze financial information, prepare and review accurate and timely reconciliations, and ensure appropriate accounting control procedures are met. This position ensures the integrity of accounting information by recording, verifying, consolidating, and entering transactions to the general ledger.
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Monitoring staff accountant work, including account reconciliations, journal entries, and supporting financial analysis on a daily, monthly, and quarterly basis to ensure accuracy, completeness, and compliance with GAAP and University policies. Establish clear expectations, review standards, and deadlines to support timely completion of deliverables aligned with the financial close cycle.
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Provides ongoing coaching, mentorship, and technical guidance to staff accountant to strengthen accounting expertise, analytical skills, and professional development to build a high-performing team.
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Serves as a lead resource overseeing the accurate recording, monitoring, and reconciliation of all cash transactions and bank accounts across the University. Works closely with Treasury to support cash positioning and cash flow monitoring, ensuring alignment between accounting records and treasury activity. Oversees bank reconciliations and related general ledger accounts, ensuring discrepancies are identified, investigated, and resolved in a timely manner.
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Leads the analysis and reconciliation of asset accounts, including cash, receivables, and other balance sheet accounts, ensuring completeness, accuracy, and proper supporting documentation. Reviews and approves journal entries to confirm transactions are recorded appropriately in the general ledger in accordance with accounting standards and internal controls. Identifies, investigates, and resolves variances, discrepancies, and unusual transactions, implementing corrective actions and process improvements as needed.
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Partners with departments across the University to ensure accurate recording of financial activity, proper classification of transactions, and adherence to established policies and procedures. Serves as a key liaison between Accounting, Treasury, and operational units, facilitating communication, resolving issues, and supporting financial initiatives that impact multiple departments. Strengthens internal controls by enforcing reconciliation standards, review procedures, and documentation requirements, ensuring the integrity and reliability of financial data.
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Provide and analyze financial data on numerous general ledger accounts to the external auditor during preliminary and year-end financial statement audit.
Performs other related duties as assigned. The omission of specific duties does not preclude the supervisor from assigning duties that are logically related to the position.