13 jobs found

Administrative Assistant 2 - Parlier, CA, Job ID 79695 University of California Agriculture and Natural Resources Job Description Under the direction of the Business Officer, performs a wide range of daily business operations in the KARE Business Office. Responsibilities include: preparing and reconciling purchasing card reports, entering timesheets, and processing purchasing transactions. Processes financial activities such as cash collections, recharges, invoices, and accounts receivable. Conducts online ledger reviews and certifies financial transactions for accuracy and compliance. Manages key distribution and inventory control. Maintains Rate and Recharge records and data entry. Coordinates reservations for conferences, tours, and temporary housing facilities. Provides administrative support to the Center Director, Business Manager, and KARE Superintendents. Assists walk-in visitors and offers general support to KARE staff. This position is a career appointment that is 100% fixed. Pay Scale: $25.45/hour to $29.52/hour Job Posting Close Date: This job is open until filled. The first application review date will be 07/30/2025. The next application review date will be 08/15/2025. Key Responsibilities: 50% ADMINISTRATIVE SUPPORT: Audit and verify employee timesheets and contract labor time and enter in the labor program. Resolve discrepancies with employees and/or supervisors. Prepare labor reports for charges and hours usage. Keep research project information current in ClickUp program. Provide support and meeting preparation for Research Advisory Committee (RAC). Copy and distribute updated research project proposals. Schedule and maintain meeting room reservations, tours, and field days. Review all appropriate forms for meeting rooms, field days/tours, and dorms for completeness and accuracy. Maintain and coordinate dorm schedules. Work with managers, faculty, campus departments, and outside agencies to answer questions and resolve problems. Distribute, collect, and track all center facility keys in an electronic key database and maintain files. Place approved orders with a locksmith. Independently resolve program issues with the on-site computer programmer and/or management. Answer calls from multi-line phones, direct calls, or take messages. Assist walk-in visitors. Distribute incoming mail, sort packages and prepare outgoing mail. Maintain comprehensive filing systems, including both electronic and hard copy records. Provide support to the Center Director and Managers for: Correspondence, special projects, meetings, travel, mass mailings, filing, P-Card reports, and staff training. Assist with coordination and provide support for events at KARE. Communicate with research faculty, staff, and the general public in a positive atmosphere. 40% FINANCIAL & BUSINESS SERVICES Supports daily business operations under the direction of the Business Officer at KARE. Assists withpreparing and reconciling Purchasing Card reports; entering internal billing and Intercampus Orders (IOC) into tracking spreadsheets; and processing invoices, travel and entertainment reports, accounts receivable, and deposits. Manages reservations and payments for conference rooms, dormitories, and tours. Tracks all KARE vehicles and monitors fuel usage for compliance and reporting. Manages the procurement tasks including vendor creation, generating requisitions and purchase orders in Oracle (Aggie Enterprise), and collecting required vendor documentation such as Small Business Waivers, Contracting Out Forms, Sole Source Justifications, and insurance certificates. Audits and reconciles vendor invoices and resolves discrepancies. Conducts online ledger reviews and certifies financial transactions for accuracy and compliance. Verifies income checks, issues receipts, and processes deposits. Maintains comprehensive electronic and physical filing systems for financial and administrative records. Maintains Rate and Recharge records and related data. Assists in the preparation of detailed accounting and labor program reports. Oversees office supply inventory and manages the annual hay inventory, including revenue tracking. Manages key distribution and inventory control, and provides administrative support to the Center Director, Business Manager, and KARE Superintendents. 10% CENTER DIRECTOR / BUSINESS SUPPORT Under the direction of the Business Officer, this position provides administrative and business support with a focus on assisting the Center Director, who oversees both the Kearney Agricultural Research and Extension (KARE) Center and the West Side Research and Extension Center. Responsibilities include preparing and submitting travel and entertainment reports on behalf of the Director; generating labor reports and summary data; drafting professional correspondence and internal communications; and creating and maintaining spreadsheets to track budgets, schedules, and project-related information. The position also supports meeting and conference room logistics by coordinating with maintenance supervisors and staff, and by purchasing supplies, materials, and refreshments as needed. This role requires flexibility to travel to the West Side Research and Extension Center on an as-needed basis to provide onsite administrative assistance. The incumbent may also be called upon to perform other duties as assigned in support of administrative, operational, and programmatic functions led by the Director and Business Officer across both locations. Requirements: High school diploma or equivalent experience. Working knowledge in administrative procedures and processes including word processing, spreadsheet and database applications. Requires verbal and written communication skills, active listening, critical thinking, multi-task and time management skills. Ability to maintain accurate and complete electronic and hard copy records, including key control, inventory logs, and filing systems. Excellent interpersonal skills to interact professionally and effectively with a diverse group of faculty, staff, campus departments, external agencies, and the general public. Strong analytical skills to identify, research, and resolve financial, payroll, and administrative problems; ability to reconcile internal records with ledger reports. Demonstrated ability to work independently with minimal supervision, take initiative, and adapt to changing needs and assignments. Willingness to take on unfamiliar tasks and projects, with the ability to learn new systems and responsibilities in a dynamic environment. Preferred Skills: Familiarity with university meeting and event coordination, including facility reservations, purchasing supplies, and supporting logistics. Knowledge of University of California policies, procedures, and systems related to financial services, procurement, and key control (e.g., ClickUp, UCPath, Oracle). Experience using UC financial and HR systems, such as Oracle Aggie Enterprise or similar platforms. Special Conditions of Employment: Direct access to and/or responsibility for protected, personal, or other sensitive institutional information, including information on students, faculty, staff, or other University constituents, and IT resources that process, transmit or store restricted or sensitive institutional information. Direct access to or responsibility for cash, cash equivalents, checks, or University property, disbursements or receipts (as defined in BUS-49, Section III.C.). Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. Travel including travel outside normal business hours may be requested. Overtime and occasional weekend work as needed, usually on short notice to meet operational needs may be requested. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. Misconduct Disclosure Requirement: As a condition of employment . click apply for full job details

Description Director, Disbursements Office of Disbursements Georgia State University Georgia State University is a vibrant community in the heart of Atlanta. At Georgia State University (GSU), we value the unique skills, perspective, talents, and passion that each employee contributes to its learning community. To work at GSU is to accept an invitation to participate in the growth and development of the internal and external community we serve! Georgia State University is seeking to hire a Director, Disbursements within the Office of Disbursements. The Office of Disbursements (Accounts Payable) serves the university community in a professional and knowledgeable manner. Our mission is to support and assist the university in meeting its operational needs by disbursing payments to vendors and reimbursements to employees in a responsible and timely manner, while ensuring compliance with the requirements established by Federal regulations, State laws, and University policies and procedures. WHAT MAKES GSU A GREAT PLACE? Flexible work environment. Generous benefits, including health, dental, vision, tuition assistance, retirement, etc.A knowledge-sharing organization that works collaboratively with diverse partners.Professional development opportunity and mentorship.A rapidly growing center within an academic setting. DUTIES AND RESPONSIBILITIES INCLUDE: Direct Disbursements staff in the processing and payment of all University liabilities. Responsible for establishing policies and procedures to ensure compliance with all applicable rules and regulations, including University policy, Dept of Treasury regulations (IRS), and State of Georgia policies.Responsible for timely disbursements of payments to all vendors, including outside vendors, faculty/staff, and students. Monitor Disbursements and develop recommendations to improve efficiency and effectiveness, and the delivery of customer service. Monitor and strengthen internal controls.Serve as primary liaison to administrative officers and college finance officers regarding payments and encumbrances. Provide guidance, training, and documentation for the University concerning appropriate accounting treatment of transactions. Recommend and develop policy for new and developing business issues. Coordinate and oversee monthly, quarterly, and annual reporting for Disbursements, including: Account Reconciliation, Vendor statement reconciliation, Travel Continuous Audit Reporting, Asset reporting, Retainage reporting, IRS1099 Reporting, IRS1042S Reporting, and Fiscal Year End accounting.Responsible for the Disbursement Unit's budget, personnel actions, and formulating performance expectations and evaluations, including measurement standards.Work closely with the Spectrum Office to implement and modify add-on systems designed to assist in the payment/record keeping of transaction (PantherMart). Create or request queries to extract data to ensure meaningful analysis of data.Other duties as assigned Qualifications Minimum Requirements: Bachelor's degree in a related field such as Accounting/Finance or Policy Studies and six years of supervisory/management experience or a combination of training and experience. Preferred Requirements: Proven ability to develop, evaluate, and implement policies and proceduresExperience training new and existing users on policy and proceduresExperience in higher education accountingAbility to multi-task and work under strict timelinesExcellent written and verbal communication skills College/Business Unit Open until filled Location: Atlanta Campus Job Posting: 10/16/25, 6:31:28 PM

Job Title: Controller FLSA: Exempt Reports To: CFO Job Category (EEO Description): Executive / Sr. Level Officials Managers Job Code (EEO Code): 1.1 Job Family: Director Affirmative Action Job Group and Description: 1A O&M Executive/ Senior Level SUMMARY: The controller is the link between financial operations and strategy by overseeing the daily accounting operations, accounts payable and accounts receivable while guiding a company's strategic financial decisions in partnership with the CFO. Embraces and executes the Company Core Values while actively supporting the Company's vision and goals. ESSENTIAL DUTIES AND RESPONSIBILITIES: Other duties will be assigned in a progressive manner: • Develops and implements accounting policies, coordination of systems and procedures, and the preparation of operating data and special reports as required including interim and year-end financial statements. Maintains the company's daily accounting routines and system of accounts and keeps the books and records on all company transactions and assets. Leads the annual financial audit with the company's external auditors to ensure an unqualified opinion with respect to US GAAP compliance. • Establishes, coordinates, and administers as an integral part of management, a robust plan for the control of operations including, profit and strategic planning, programs for capital investing and financing, sales forecasts, expense budgets, and cost standards, together with necessary controls and procedures to effectuate the plan both short and long-term. • Leads all financial reporting and provides analysis of results of operations, working with functional organizations on variance analysis and salient operational variance explanations. • Focuses the organization on cash management and reporting, with leadership on minimizing working capital needs through timely collection of receivables, management of timing of payables, and assisting operating management with inventory analysis. Coordinate's owner disbursements for tax and profit-sharing purposes. • In conjunction with the CFO and Finance Manager coordinates, reviews and endorses budget proposals, discussing proposed significant changes, and guiding/consulting with operating activities through the budget process. • Provides for the control and editing of all company orders to ensure conformity to established policies and procedures and facilitates data control and retrieval of records generated by these orders. • Establishes and administers tax policies and procedures. • Supervises or coordinates the preparation of financial reports to government agencies. • Provides other managers and departments with information required by them to carry out their assigned responsibilities. • Assures protection of assets of the business through internal control, internal auditing and assuring proper insurance coverage. • Working closely with Executive Leadership team to deliver reports, analysis findings, potential risk areas and forecast opportunities. • Managing the monthly financial and Board reporting. • Measuring company performance against external and internal benchmarks. • Maintenance and documentation of accounting procedures & policies. • Oversee Financial Systems and external providers of systems management and system upgrades. • Identifying areas to improve business efficiencies and reduce costs. • Provides banking contact with financial information necessary to secure financing facilities and comply with reporting requirements once these have been obtained. Additionally, initiates requests for credit line activities once Chief Financial Officer approval is obtained based on cash needs/surpluses. SUPERVISORY SKILLS: Direct supervision of finance and accounting team members. CORE COMPETENCIES: Strategic Skills: • Business acumen • Functional / technical skills • Dealing with ambiguity • Problem solving Operating Skills: • Managing and measuring work • Developing direct reports and others • Total work systems Courage: • Command skills • Conflict management • Hiring and staffing Energy and Drive: • Action oriented • Deliver results • Perseverance Organizational Positioning Skills: • Presentation skills • Written communication skills • Comfort around higher management • Organizational agility Personal and Interpersonal Skills: • Motivating others • Integrity and trust • Ethics and values • Patience and approachability • Managing vision and purpose QUALITY RESPONSIBILITIES: In daily work, a team member is responsible to maintain or exceed the degree of excellence requested by the internal and external customers of this department. This includes following established policies, following ISO 9001 & 14001 policies, business practices, and work instructions, using problem-solving techniques to solve root causes of problems, and viewing quality as customer satisfaction. Shaw Development expects all team members to take pride in their work, in our company and appearance. EDUCATION AND/OR EXPERIENCE: • Bachelors in finance, Economics, Accounting, Business Administration or Business Law or equivalent work experience / certifications and / or equivalent experience. • 5-8 years accounting experience preferably in manufacturing with at least three years in supervisory position, or at least five years public accounting experience, with at least three years in a supervisory position. • Proven ability to build strong business relationships/partnerships. • Proficient in computer environments, both PC and mainframe and in the use of spreadsheets and office management software. • Familiarity with Federal and State Labor laws that affect the Companies taxes and financial obligations. • Familiar with federal acquisition rules and cost accounting standards as applicable to government contracts. LANGUAGE SKILLS: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to read, interpret and create documents such as financial statements, budget reports, procedure manuals and numerical spreadsheets. Ability to effectively present information and respond to questions from managers, clients, customers. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the team member is regularly required to talk or hear. The team member frequently is required to walk and sit. The team member is occasionally required to stand; use hands to finger, handle, or feel; reach with hands and arms; and use hands to fingers to write, operate a computer keyboard, mouse and telephone keypad. The team member must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include vision, and distance vision. WORK ENVIRONMENT: Promote a working environment that provides for a clean, orderly and safe facility for ALL team members so that we may perform, develop and exceed the contributor status. The work environment characteristics described here are representative of those a team member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the team member is frequently exposed to moving mechanical parts. The team member is occasionally exposed to fumes or airborne particles. The noise level in the work environment is usually moderate. Equal Opportunity Employer Vet / Disability PI2b85dbf22f0e-8780

Job Posting Open Until Filled Salary Range: $68,156.41 - $90,988.81 Grant Services, Fiscal Operations Manager (Portfolio B - CDBG/ESG/ADMIN) Supervision Received The Grant Services Fiscal Operations Manager reports to the Office of Fiscal Operations Director.Portfolio B consists of CDBG/ESG/ADMIN). Essential Duties & ResponsibilitiesThese are typical responsibilities for this position and should not be construed as exclusive or all-inclusive. Fiscal Manager May must demonstrate a substantial understanding of the job requirements and apply knowledge and skills to various tasks within Fiscal Operations. The position oversees Financial Analysts' and Senior Analysts' job performance - this requires knowledge of those duties, including: Serving as a credible and professional representative of the City of Atlanta by demonstrating professionalism, integrity, humility, knowledge, and excellence in carrying out the functions of this position Providing departmental assistance to ensure compliance with grant program policies and procedures and accurate and timely recording of financial information in the City's accounting system and HUD's Integrated Disbursement & Information System (IDIS) Coordinating with the Program Analysts, service providers, and City departments as necessary for the efficient and effective financial management of grants Managing the spending of various grant awards to ensure that all grant expenditures are reasonable, allocable, and allowable according to all federal, state, and local regulations. Tracking financial performance Serves as a credible and professional representative of the City of Atlanta by demonstrating professionalism, integrity, humility, knowledge, and excellence in carrying out the functions of this positionProvides departmental assistance to ensure compliance with grant program policies and procedures and accurate and timely recording of financial information in the City's accounting system and HUD's Integrated Disbursement & Information System (IDIS) Coordinates with Analysts across all DGCD divisions along with service providers and City departments as necessary for the efficient and effective financial management of grants Manages spending of various grant awards to ensure that all grant expenditures are reasonable, allocable, and allowable according to all federal, state, and local regulations Track and report program income Oversees the annual renewal for HUD - Operating Cost Adjustment Factor (OCAF) and coordinates with Compliance Section 8 Team as needed Reviews and approves assigned award/grant budgets and disbursements for accuracy, allowability, and reasonableness. Assists in the preparation and review of legislation Participates in onsite monitoring and desk audits along with performing monthly grant reconciliations and analyzing expenditure activities Funds grant projects in IDIS Maintains current training and development on applicable federal grant programs and policies and the systems and tools used by CoA to conduct grants management, including IDIS, HMIS, SAGE, Oracle, Neighborly, Microsoft 365 suite, etc. Works collaboratively with all divisions of DGCD Assists in assigning and distributing projects and tasks Updates management systems and forms for the proper fiscal execution of grant projects and provides technical assistance to sub-recipients Works with Compliance to draft, update, and implement grant-related policies, guidelines, SOPs, and procedures to ensure program compliance Reviews documentation for project files to ensure that sub-recipients are appropriately expending awarded funds Coordinates with OGA to review and approve assigned award/grant budgets and disbursements for accuracy, allowability, and reasonableness. Approves drawdown transactions in IDIS for Portfolio b - (Funding Source HOME, HOPWA) Completes goal setting with staff annually and performance reviews quarterly per COA policy Assist with staff training and development Manage SOP updates The position will perform other duties as assigned Knowledge, Skills & Abilities This is a partial listing of necessary knowledge, skills, and abilities required to perform the job successfully. It is not an exhaustive list. Preference will be given to candidates that can demonstrate a strong familiarity and experience with State and Federal regulations regarding grant programs, including HOPWA, CDBG, HOME, ESG, Section 8 Moderate Rehab Knowledge of federal grant guidelines (i.e., 2 CFR Part 200) Knowledge of HUD entitlement grants, municipal administration, and functions Knowledge of government programs and funding that is derived from a variety of sources that include federal, state, and local allocations Excellent verbal communication, interpersonal, and relationship-building skills to effectively work with a broad spectrum of stakeholders High energy and a passion for service and the strategic direction of the city, particularly as it relates to serving the City's most vulnerable communities High emotional intelligence Highly industrious with a strong work ethic and sense of urgency for action Integrity and humility that encourages and inspires constituents, a strong sense of judgment Ability to thrive under pressure, consistently meeting expectations and commitments on tight deadlines Ability to plan and organize work; ability to communicate effectively, both orally and in writing; ability to maintain effective working relationships; ability to gather, analyze, and synthesize data Minimum Education and Experience Requirements: A bachelor's degree in a related field Relevant work experience with government entitlement programs and mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and federal program management experience A degree can be substituted with relevant work experience in federal program management, mortgage underwriting experience, loan servicing and intake, credit counseling, banking, and federal program management experience. Preferred Education & Experience: Master's degree in a related field At least three years of direct experience in federal grants management related to HOPWA, HOME, ESG, CDBG, Section 8 Moderate Rehab, underwriting, and fiscal management three years of supervisory experience Licensures and Certifications Driver's license valid at the time of appointment and remain valid while in position Essential Capabilities and Work Environment Physical, lifting, and sensory capabilities are required to perform the job successfully under typical environmental conditions associated with employment.

Category:: Professional Subscribe:: Department:: Financial Aid Locations:: Binghamton, NY Posted:: Aug 26, 2025 Closes:: Open Until Filled Type:: Full-time Ref. No.:: 00054 Position ID:: 192120 About Binghamton University: Binghamton University is a premier public R1 research institution in the State University of New York (SUNY) system that unites more than 130 broadly interdisciplinary educational programs with some of the most vibrant research in the nation. Our unique character - shaped by our mission, outstanding academics, facilities, and community life - promotes extraordinary student success, research, and service; Binghamton University is where our students, faculty and staff thrive. Working at Binghamton University is more than about having a great job - it is about having the opportunity to flourish in an exciting, engaging environment. Our faculty and staff appreciate Binghamton's collegial and inclusive culture and its commitment to excellence, education, innovation and civic engagement. Our diverse campus community contributes to our success. Binghamton merges rigorous academics, distinguished faculty who value cutting-edge, and community-engaged research, teaching and service, exceptional staff, and ultramodern facilities to engage and challenge its 18,000+ students. Our high-achieving student body represents diverse experiences from first-generation college-goers to international students. Beyond their talent, these classmates share a desire to shape the future through technology, insight, intellectual exploration, and community service. We are an affirmative action/equal opportunity employer, and in keeping with this commitment, we welcome all to apply, including veterans and persons with disabilities. Job Description: Budget Title: Director of Financial Aid (SL-5) Salary: $150,000 - $175,000 Binghamton University, one of four research universities in the State University of New York System, seeks an experienced, forward thinking and highly motivated professional to serve as the next Director of Financial Aid. Reporting directly to the Vice Provost for Enrollment Management, the Director of Financial Aid is responsible for leading and managing the financial aid operations to ensure the institution meets its enrollment and retention goals while adhering to federal, state, and institutional policies. This individual oversees the distribution of financial aid funds, ensures regulatory compliance, and strategically advises the institution on the impact of financial aid policies on student success. The Director serves as a key member of the enrollment management team and works collaboratively with admissions, registrar, bursar, and other student services to enhance access, affordability, and student success. RESPONSIBILITIES Leadership and Strategy Lead and supervise the financial aid team consisting of 4 direct reports and total team of 9, fostering a collaborative, student-centered, and results-oriented environment. Develop, implement, and manage a strategic financial aid plan that supports institutional goals for enrollment, retention, and access: Comprehensive Scholarship and Aid Strategy: Work closely with the Vice Provost of Enrollment Management and other institutional leaders to create and manage a comprehensive scholarship and financial aid strategy that aligns with the institution's mission and strategic objectives. This plan should be designed to enhance affordability for students and support the institution's enrollment and retention targets. Data-Driven Decision Making: Utilize data analytics to assess the effectiveness of current financial aid packages, adjusting aid formulas and award structures to ensure optimal resource allocation. Conduct regular analyses of student demographics, need profiles, yield rates, and retention trends to inform aid distribution strategies. Leverage predictive modeling to identify the potential impact of various financial aid approaches on enrollment patterns and student success. Maximizing Financial Aid Resources: Ensure that available institutional, state, and federal funds are used in a way that maximizes both the recruitment of new students and the retention of current students. This includes maintaining a balance between merit-based and need-based aid, as well as ensuring compliance with state and federal funding requirements while preserving flexibility in institutional aid packaging. Equity and Access: Develop policies that ensure financial aid programs are equitable. The plan should include targeted aid initiatives that reduce financial barriers and foster an inclusive campus environment. Affordability Messaging: Collaborate with marketing, admissions, and student support teams to create transparent messaging about the institution's affordability and financial aid offerings. This includes ensuring that prospective students and families understand the true cost of attendance after aid, which helps reduce "sticker shock" and positively impacts enrollment decisions. Retention through Financial Aid: Design financial aid packages with a multi-year perspective, considering not only the initial award year but also how aid is structured to support retention and completion. Implement policies for reviewing and adjusting aid packages for returning students based on changes in family circumstances, academic performance, or other criteria that impact their financial need. Continuous Improvement: Regularly review and update the strategic financial aid plan to respond to shifts in federal and state aid programs, changing demographics, and institutional priorities. Stay informed of trends in higher education, including tuition pricing models, discount rates, and emerging financial aid strategies, to ensure the institution remains competitive and accessible. Financial Aid Administration Oversee the administration of federal, state, and institutional aid programs, including grants, scholarships, loans, and work-study funds. Ensure accurate and timely processing of financial aid applications, awards, disbursements, and reconciliation of funds. Ensure compliance with all federal, state, and institutional regulations, conducting periodic audits and reviews. Maintain a high level of customer service by addressing student and parent inquiries and concerns regarding financial aid packages. Collaborate with the Bursar to ensure timely tuition billing and financial aid disbursement. Compliance & Reporting Stay informed of changes in federal and state regulations and implement changes to maintain compliance. Prepare and submit all required reports, including the annual FISAP (Fiscal Operations Report and Application to Participate), IPEDS data, and others as needed. Lead the institution's participation in audits and program reviews conducted by federal, state, or independent auditors. Maintain accurate records and systems for reporting and auditing purposes. Financial Aid Counseling Develop and implement financial aid counseling programs to educate students and families on managing student debt and financial planning. Counsel students and families on financial aid processes, policies, and options to enhance understanding and satisfaction. Work with students on appeals, special circumstances, and professional judgment cases to ensure equitable aid decisions. Technology & Systems Oversee the maintenance and enhancement of financial aid systems (e.g., Banner and online portals. Lead efforts to utilize technology to streamline processes, improve communication, and enhance user experience. Collaborate with IT and other departments to ensure data integrity, security, and seamless integration with other systems. Please see the full posting here: The next Director of Financial Aid will be excited about making an impact on an institution and enrollment program with an impressive list of achievements. The successful candidate will be an experienced financial aid leader who provides vision and direction for a dedicated and student-focused financial aid unit. They must demonstrate substantial financial aid experience successfully developing, implementing, and evaluating financial aid leveraging strategy based on synergy across enrollment functions. Experience with appropriate information technology and the ability to use sophisticated data analysis to inform strategic decisions is critical. Requirements: Education & Experience Bachelor's degree Minimum of seven (7) years of progressively responsible experience in financial aid administration, with at least three (3) years in a leadership role Extensive knowledge of federal and state financial aid regulations, including Title IV programs Experience with financial aid management systems (e.g., Banner) and leveraging technology to improve processes Skills & Competencies Strong leadership and team management skills with the ability to foster a collaborative and positive work environment Exceptional analytical, problem-solving, and decision-making abilities Excellent communication and interpersonal skills, with the ability to work effectively with diverse constituencies Demonstrated commitment to student success and equity . click apply for full job details

Category:: Professional Subscribe:: Department:: Financial Aid Locations:: Binghamton, NY Posted:: Aug 26, 2025 Closes:: Open Until Filled Type:: Full-time Ref. No.:: 00054 Position ID:: 192120 About Binghamton University: Binghamton University is a premier public R1 research institution in the State University of New York (SUNY) system that unites more than 130 broadly interdisciplinary educational programs with some of the most vibrant research in the nation. Our unique character - shaped by our mission, outstanding academics, facilities, and community life - promotes extraordinary student success, research, and service; Binghamton University is where our students, faculty and staff thrive. Working at Binghamton University is more than about having a great job - it is about having the opportunity to flourish in an exciting, engaging environment. Our faculty and staff appreciate Binghamton's collegial and inclusive culture and its commitment to excellence, education, innovation and civic engagement. Our diverse campus community contributes to our success. Binghamton merges rigorous academics, distinguished faculty who value cutting-edge, and community-engaged research, teaching and service, exceptional staff, and ultramodern facilities to engage and challenge its 18,000+ students. Our high-achieving student body represents diverse experiences from first-generation college-goers to international students. Beyond their talent, these classmates share a desire to shape the future through technology, insight, intellectual exploration, and community service. We are an affirmative action/equal opportunity employer, and in keeping with this commitment, we welcome all to apply, including veterans and persons with disabilities. Job Description: Budget Title: Director of Financial Aid (SL-5) Salary: $150,000 - $175,000 Binghamton University, one of four research universities in the State University of New York System, seeks an experienced, forward thinking and highly motivated professional to serve as the next Director of Financial Aid. Reporting directly to the Vice Provost for Enrollment Management, the Director of Financial Aid is responsible for leading and managing the financial aid operations to ensure the institution meets its enrollment and retention goals while adhering to federal, state, and institutional policies. This individual oversees the distribution of financial aid funds, ensures regulatory compliance, and strategically advises the institution on the impact of financial aid policies on student success. The Director serves as a key member of the enrollment management team and works collaboratively with admissions, registrar, bursar, and other student services to enhance access, affordability, and student success. RESPONSIBILITIES Leadership and Strategy Lead and supervise the financial aid team consisting of 4 direct reports and total team of 9, fostering a collaborative, student-centered, and results-oriented environment. Develop, implement, and manage a strategic financial aid plan that supports institutional goals for enrollment, retention, and access: Comprehensive Scholarship and Aid Strategy: Work closely with the Vice Provost of Enrollment Management and other institutional leaders to create and manage a comprehensive scholarship and financial aid strategy that aligns with the institution's mission and strategic objectives. This plan should be designed to enhance affordability for students and support the institution's enrollment and retention targets. Data-Driven Decision Making: Utilize data analytics to assess the effectiveness of current financial aid packages, adjusting aid formulas and award structures to ensure optimal resource allocation. Conduct regular analyses of student demographics, need profiles, yield rates, and retention trends to inform aid distribution strategies. Leverage predictive modeling to identify the potential impact of various financial aid approaches on enrollment patterns and student success. Maximizing Financial Aid Resources: Ensure that available institutional, state, and federal funds are used in a way that maximizes both the recruitment of new students and the retention of current students. This includes maintaining a balance between merit-based and need-based aid, as well as ensuring compliance with state and federal funding requirements while preserving flexibility in institutional aid packaging. Equity and Access: Develop policies that ensure financial aid programs are equitable. The plan should include targeted aid initiatives that reduce financial barriers and foster an inclusive campus environment. Affordability Messaging: Collaborate with marketing, admissions, and student support teams to create transparent messaging about the institution's affordability and financial aid offerings. This includes ensuring that prospective students and families understand the true cost of attendance after aid, which helps reduce "sticker shock" and positively impacts enrollment decisions. Retention through Financial Aid: Design financial aid packages with a multi-year perspective, considering not only the initial award year but also how aid is structured to support retention and completion. Implement policies for reviewing and adjusting aid packages for returning students based on changes in family circumstances, academic performance, or other criteria that impact their financial need. Continuous Improvement: Regularly review and update the strategic financial aid plan to respond to shifts in federal and state aid programs, changing demographics, and institutional priorities. Stay informed of trends in higher education, including tuition pricing models, discount rates, and emerging financial aid strategies, to ensure the institution remains competitive and accessible. Financial Aid Administration Oversee the administration of federal, state, and institutional aid programs, including grants, scholarships, loans, and work-study funds. Ensure accurate and timely processing of financial aid applications, awards, disbursements, and reconciliation of funds. Ensure compliance with all federal, state, and institutional regulations, conducting periodic audits and reviews. Maintain a high level of customer service by addressing student and parent inquiries and concerns regarding financial aid packages. Collaborate with the Bursar to ensure timely tuition billing and financial aid disbursement. Compliance & Reporting Stay informed of changes in federal and state regulations and implement changes to maintain compliance. Prepare and submit all required reports, including the annual FISAP (Fiscal Operations Report and Application to Participate), IPEDS data, and others as needed. Lead the institution's participation in audits and program reviews conducted by federal, state, or independent auditors. Maintain accurate records and systems for reporting and auditing purposes. Financial Aid Counseling Develop and implement financial aid counseling programs to educate students and families on managing student debt and financial planning. Counsel students and families on financial aid processes, policies, and options to enhance understanding and satisfaction. Work with students on appeals, special circumstances, and professional judgment cases to ensure equitable aid decisions. Technology & Systems Oversee the maintenance and enhancement of financial aid systems (e.g., Banner and online portals. Lead efforts to utilize technology to streamline processes, improve communication, and enhance user experience. Collaborate with IT and other departments to ensure data integrity, security, and seamless integration with other systems. Please see the full posting here: The next Director of Financial Aid will be excited about making an impact on an institution and enrollment program with an impressive list of achievements. The successful candidate will be an experienced financial aid leader who provides vision and direction for a dedicated and student-focused financial aid unit. They must demonstrate substantial financial aid experience successfully developing, implementing, and evaluating financial aid leveraging strategy based on synergy across enrollment functions. Experience with appropriate information technology and the ability to use sophisticated data analysis to inform strategic decisions is critical. Requirements: Education & Experience Bachelor's degree Minimum of seven (7) years of progressively responsible experience in financial aid administration, with at least three (3) years in a leadership role Extensive knowledge of federal and state financial aid regulations, including Title IV programs Experience with financial aid management systems (e.g., Banner) and leveraging technology to improve processes Skills & Competencies Strong leadership and team management skills with the ability to foster a collaborative and positive work environment Exceptional analytical, problem-solving, and decision-making abilities Excellent communication and interpersonal skills, with the ability to work effectively with diverse constituencies Demonstrated commitment to student success and equity . click apply for full job details

Job Title: Director-Business Operations Location: Atlanta, Georgia Regular/Temporary: Regular Full/Part Time: Full-Time Job ID: 290962 About Us Overview Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers. About Georgia Tech Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school. Georgia Tech's Mission and Values Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do: 1. Students are our top priority. 2. We strive for excellence. 3. We thrive on diversity. 4. We celebrate collaboration. 5. We champion innovation. 6. We safeguard freedom of inquiry and expression. 7. We nurture the well-being of our community. 8. We act ethically. 9. We are responsible stewards. Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact. About the School of Electrical and Computer Engineering (ECE) at the Georgia Institute of Technology The School of Electrical and Computer Engineering (ECE) at the Georgia Institute of Technology is one of the largest producers of electrical engineers and computer engineers in the United States. Almost 2,600 students are enrolled in the School's graduate and undergraduate programs, and in the last academic year, 801 degrees were awarded. All ECE undergraduate and graduate programs are in the top five of the most recent college rankings by U.S. News & World Report. In addition to the main campus in Atlanta, Georgia, ECE also has permanent operations at Georgia Tech-Lorraine in France. Graduate students who spend at least one semester each at of the Georgia Tech locations (Atlanta, Lorraine, on two continents, North America and Europe) can earn the Georgia Tech Global Engineering Immersion Program (GEIP) Certificate when they receive the Georgia Tech M.S. degree. Over 110 ECE faculty members are involved in 11 areas of research and education: bioengineering, computer systems and software, digital signal processing, electrical energy, electromagnetics, electronic design and applications, nanotechnology, optics and photonics, systems and controls, telecommunications, and VLSI systems and digital design: and the School is either home to or a key player in almost 20 research centers and consortia. ECE is key to Georgia Tech's growing reputation as an internationally recognized educational and research and development university. ECE is firmly committed to sustaining excellence in traditional areas of strength and venturing into burgeoning areas of opportunity. Job Summary Plan, organize and manage the financial functions of a college or other business unit. May oversee human resources and facilities operations. Responsible for setting employee and/or group goals, deciding on organizational structure to meet the goals, assessing employee and/or group performance and providing feedback, and making pay recommendations. This position will interact on a consistent basis with: Institute financial management, unit management, vendors, contractors and auditors. This position typically will advise and counsel unit management. This position will supervise: unit financial/administrative supervisors and staff. Responsibilities Job Duty 1 - Advise unit management of financial implications associate with strategic and operational decisions. Job Duty 2 - Plan, organize and manage day-to-day accounting and finance related activities for the unit including monitoring of financial supervisory and staff performance; may manage collections activities and cash disbursements. Job Duty 3 - Oversee the compilation and production of financial analyses, reports and schedules. Job Duty 4 - Administer unit budgets including monitor and reporting. Job Duty 5 - Interpret and ensure adherence with Institute financial policies. Job Duty 6 - May supervise and review the design and maintenance of cost-recovery systems for sponsored research. Job Duty 7 - Coordinate unit interaction with external auditors. Job Duty 8 - Monitor and ensure compliance with applicable financial related regulations. Job Duty 9 - May direct unit's administrative functions to include facilities support and human resources support. Job Duty 10 - Perform other duties as assigned Required Qualifications Educational Requirements Bachelor's Degree in Accounting, Finance, Business or related field or equivalent combination of education and experience Required Experience Six to eight years of job related experience Knowledge, Skills, & Abilities SKILLS This job requires advanced expertise in the application of accounting principles and practices including Generally Accepted Accounting Principles (GAAP), Federal Acquisition Regulations (FAR), and Cost Accounting Standards (CAS); especially as they apply in a research university environment. This includes proficiency in use and management of financial related software systems as well as leadership, organization and communications skills. USG Core Values The University System of Georgia is comprised of our 26 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at . Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at . Equal Employment Opportunity The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The University is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and University policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of race, ethnicity, ancestry, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. This prohibition applies to faculty, staff, students, and all other members of the Georgia Tech community, including affiliates, invitees, and guests. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract. More information on these policies can be found here: Board of Regents Policy Manual University System of Georgia (usg.edu). Background Check Successful candidate must be able to pass a background check. Please visit . click apply for full job details

Administrative Assistant 2 - Parlier, CA, Job ID 79695 University of California Agriculture and Natural Resources Job Description Under the direction of the Business Officer, performs a wide range of daily business operations in the KARE Business Office. Responsibilities include: preparing and reconciling purchasing card reports, entering timesheets, and processing purchasing transactions. Processes financial activities such as cash collections, recharges, invoices, and accounts receivable. Conducts online ledger reviews and certifies financial transactions for accuracy and compliance. Manages key distribution and inventory control. Maintains Rate and Recharge records and data entry. Coordinates reservations for conferences, tours, and temporary housing facilities. Provides administrative support to the Center Director, Business Manager, and KARE Superintendents. Assists walk-in visitors and offers general support to KARE staff. This position is a career appointment that is 100% fixed. Pay Scale: $25.45/hour to $29.52/hour Job Posting Close Date: This job is open until filled. The first application review date will be 07/30/2025. The next application review date will be 08/15/2025. Key Responsibilities: 50% ADMINISTRATIVE SUPPORT: Audit and verify employee timesheets and contract labor time and enter in the labor program. Resolve discrepancies with employees and/or supervisors. Prepare labor reports for charges and hours usage. Keep research project information current in ClickUp program. Provide support and meeting preparation for Research Advisory Committee (RAC). Copy and distribute updated research project proposals. Schedule and maintain meeting room reservations, tours, and field days. Review all appropriate forms for meeting rooms, field days/tours, and dorms for completeness and accuracy. Maintain and coordinate dorm schedules. Work with managers, faculty, campus departments, and outside agencies to answer questions and resolve problems. Distribute, collect, and track all center facility keys in an electronic key database and maintain files. Place approved orders with a locksmith. Independently resolve program issues with the on-site computer programmer and/or management. Answer calls from multi-line phones, direct calls, or take messages. Assist walk-in visitors. Distribute incoming mail, sort packages and prepare outgoing mail. Maintain comprehensive filing systems, including both electronic and hard copy records. Provide support to the Center Director and Managers for: Correspondence, special projects, meetings, travel, mass mailings, filing, P-Card reports, and staff training. Assist with coordination and provide support for events at KARE. Communicate with research faculty, staff, and the general public in a positive atmosphere. 40% FINANCIAL & BUSINESS SERVICES Supports daily business operations under the direction of the Business Officer at KARE. Assists withpreparing and reconciling Purchasing Card reports; entering internal billing and Intercampus Orders (IOC) into tracking spreadsheets; and processing invoices, travel and entertainment reports, accounts receivable, and deposits. Manages reservations and payments for conference rooms, dormitories, and tours. Tracks all KARE vehicles and monitors fuel usage for compliance and reporting. Manages the procurement tasks including vendor creation, generating requisitions and purchase orders in Oracle (Aggie Enterprise), and collecting required vendor documentation such as Small Business Waivers, Contracting Out Forms, Sole Source Justifications, and insurance certificates. Audits and reconciles vendor invoices and resolves discrepancies. Conducts online ledger reviews and certifies financial transactions for accuracy and compliance. Verifies income checks, issues receipts, and processes deposits. Maintains comprehensive electronic and physical filing systems for financial and administrative records. Maintains Rate and Recharge records and related data. Assists in the preparation of detailed accounting and labor program reports. Oversees office supply inventory and manages the annual hay inventory, including revenue tracking. Manages key distribution and inventory control, and provides administrative support to the Center Director, Business Manager, and KARE Superintendents. 10% CENTER DIRECTOR / BUSINESS SUPPORT Under the direction of the Business Officer, this position provides administrative and business support with a focus on assisting the Center Director, who oversees both the Kearney Agricultural Research and Extension (KARE) Center and the West Side Research and Extension Center. Responsibilities include preparing and submitting travel and entertainment reports on behalf of the Director; generating labor reports and summary data; drafting professional correspondence and internal communications; and creating and maintaining spreadsheets to track budgets, schedules, and project-related information. The position also supports meeting and conference room logistics by coordinating with maintenance supervisors and staff, and by purchasing supplies, materials, and refreshments as needed. This role requires flexibility to travel to the West Side Research and Extension Center on an as-needed basis to provide onsite administrative assistance. The incumbent may also be called upon to perform other duties as assigned in support of administrative, operational, and programmatic functions led by the Director and Business Officer across both locations. Requirements: High school diploma or equivalent experience. Working knowledge in administrative procedures and processes including word processing, spreadsheet and database applications. Requires verbal and written communication skills, active listening, critical thinking, multi-task and time management skills. Ability to maintain accurate and complete electronic and hard copy records, including key control, inventory logs, and filing systems. Excellent interpersonal skills to interact professionally and effectively with a diverse group of faculty, staff, campus departments, external agencies, and the general public. Strong analytical skills to identify, research, and resolve financial, payroll, and administrative problems; ability to reconcile internal records with ledger reports. Demonstrated ability to work independently with minimal supervision, take initiative, and adapt to changing needs and assignments. Willingness to take on unfamiliar tasks and projects, with the ability to learn new systems and responsibilities in a dynamic environment. Preferred Skills: Familiarity with university meeting and event coordination, including facility reservations, purchasing supplies, and supporting logistics. Knowledge of University of California policies, procedures, and systems related to financial services, procurement, and key control (e.g., ClickUp, UCPath, Oracle). Experience using UC financial and HR systems, such as Oracle Aggie Enterprise or similar platforms. Special Conditions of Employment: Direct access to and/or responsibility for protected, personal, or other sensitive institutional information, including information on students, faculty, staff, or other University constituents, and IT resources that process, transmit or store restricted or sensitive institutional information. Direct access to or responsibility for cash, cash equivalents, checks, or University property, disbursements or receipts (as defined in BUS-49, Section III.C.). Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. Travel including travel outside normal business hours may be requested. Overtime and occasional weekend work as needed, usually on short notice to meet operational needs may be requested. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. Misconduct Disclosure Requirement: As a condition of employment . click apply for full job details

The Lawyers Trust Fund of Illinois (LTF) is hiring a Financial Services Director who will support the financial integrity and operational efficiency of our organization. This position is responsible for maintaining accurate financial records, processing transactions, and ensuring compliance with applicable accounting standards and regulatory requirements. The Financial Service Director will work closely with program staff, grants team, leadership, and external partners to ensure that financial practices align with the organization's mission, values, and donor expectations. LTF is a charitable foundation that provides financial support to not-for-profit legal aid organizations based in Illinois. Legal aid is a vital social service that makes justice accessible for people who cannot afford to hire an attorney. Responsibilities : Maintain and reconcile the general ledger, including all journal entries and month-end closings Process accounts payable and accounts receivable, including vendor payments, invoicing, and deposits and reconciliations. Reconcile bank and credit card statements monthly. Review cash receipts and disbursements for proper coding. Track restricted and unrestricted funds, grants, and donations in accordance with fund accounting principles. Review financial data in accounting software. Maintain accurate and organized financial records in compliance with internal policies and external regulations. Collaborate with program and development staff to ensure proper allocation of expenses and grant compliance. Monitor cash flow and alert leadership to any financial concerns. Financial Reporting and Year-End Preparation Prepare monthly, quarterly, and annual financial reports for leadership and board of directors with actionable insights. Support the preparation of documentation for annual audits and 990 filings. Provide workpapers and documentation for year-end audit. Participate in meetings with auditors and tax preparers as needed. Compliance Support Handle 401k administration. Manage and ensure payroll tax filings are completed in coordination with payroll service provider. Review preparation of Forms W-2, 1099 and 1096. Provide documentation needed for annual Form 990 filing. Internal Audit Support Assist with internal audit processes. Periodically review accounting functions. Draft and review accounting memos to document processes. Payroll Tax Compliance Review and reconcile payroll records. Review quarterly and annual payroll tax returns. Budgeting Assistance Support budgeting processes and provide financial data for planning Assist with annual budget preparation and periodic forecasting. Qualifications Associate's degree in accounting, or related field, college level coursework required. At least 5 years of accounting experience, preferably in a nonprofit setting. Experience with payroll tax filings. Technical Proficiency: Strong proficiency in accounting software, QuickBooks experience preferred; expertise in Microsoft Office, particularly with Excel Problem-Solving: Ability to analyze and resolve technical issues effectively. Attention to Detail: Ensuring accuracy and thoroughness in all tasks. Knowledge of Accounting Practices: Demonstrated understanding of nonprofit accounting principles, including fund accounting, internal controls, and compliance with financial reporting standards and data security requirements. Salary & Benefits The Financial Services Director is a full-time position, with a salary range of $110,000 - $125,000 , depending on experience. LTF offers excellent benefits, including Blue Cross/Blue Shield PPO medical insurance; dental, vision, and life-insurance coverage; paid vacation and paid time off. LTF also makes an annual contribution to an employer-sponsored 401K retirement account following an initial 12-month period of employment. An LTF laptop, iPhone with paid cellular and data service will be issued, along with other equipment as necessary . Work Location The Lawyers Trust Fund maintains a physical office in downtown Chicago but is operating under a mostly hybrid work system . Candidates must live in the Chicago area and be able to commute to the office a few times a week. Our Commitment to Diversity & Inclusion At LTF, we believe that diversity and inclusion are fundamentally important objectives that make organizations more effective. In our hiring and our work, we support diversity in all its forms, encompassing but not limited to age, disability status, economic circumstance, ethnicity, gender identity, race, religion, and/or sexual orientation. Powered by JazzHR Compensation details: 00 PI7e7a2998c44d-3077

SPIRIT OF AMERICA FEDERAL CREDIT UNION General Summary: Responsible for Credit Union Accounting Records; Reporting to Government Agencies and Vendors; Liaison to Data Processor; Security; Regulatory Compliance. Credit Union experience (or financial institution) Required for Experience. Responsible for assisting the Credit Union President/C.E.O. in the overall "management" of the Credit Union assets. Essential Functions 1. Assist the President with projects, new services, obtaining bids, and so forth. 2. Ensure that the President is kept fully informed on the conditions and operations of the Credit Union, and of all important factors influencing them. 3. Assist in the development, implementation and maintenance of operational procedures to maximize efficiency and quality of work, and to provide consistent quality service to members. 4. Assume all responsibilities of the Credit Union President/CEO in his/her absence. 5. Prepare or responsible for overseeing the preparation of monthly, quarterly and annual financial and statistical reports for the President and Board of Directors. 6. Prepare for review by President and approval by the Board of Directors the Budget for the Credit Union which is consistent with the overall strategic plan. To implement and oversee the Budget after approval. 7. Security Officer of the Credit Union. 8. Serve as Bank Secrecy Act Compliance Officer, NMLS (National Mortgage Licensing System), responsible for Truth in Savings and other Regulatory compliance. Annual Federal Reserve Report - Reg D - Form 2910a. NMLS (Nationwide Mortgage Licensing System) - Registration for new and renewal of staff and so forth. 9. Ensure that the Credit Union is in compliance with state and federal laws and regulations as established by the National Credit Union Administration (NCUA), the Nebraska Department of Banking and Finance, FFIEC, and other regulatory agencies. 10. Act on Credit Union investments as a member of the Investment Committee. Obtain together information from the various Board approved investment vendors and also direct investments to include the investment maturity ladder for decision making. 11. Assist President in preparing weekly staff meetings. 12. Assist the President with the replenishment and verifying cash for MSR and MSR/Clerk cash drawers. Replenish and verify safe totals with the President or PAR with Supervisory Authority. 13. Balance previous day's business cash to GL balance; Review daily reports - Large Member Checks clearing; Cash transaction register; Override; Undo and Dormant Account reports; Loan maintenance; Make daily cash flow projection; Post Hold files and so forth. 14. Balance Millennium Corporate statements on a weekly basis. 15. Prepare Employee Retirement Plan reporting for 401(k) and Defined Benefit. 16. Responsible for insurance paperwork to include: Maintaining records for life insurance, long term disability, health and dental. Make insurance disbursements and premium collections for health, life and long-term disability including wrap and summary of benefits for employees. 17. Responsible for the Credit Union's Bond and Casualty Insurance to include: questionnaires, reporting and bond claims. Completes CUNA Mutual Group bond renewal with President. 18. Take action on returned NSF checks deposited to member accounts. 19. Prepare quarterly reports for federal withholding, unemployment compensation, etc. 20. Prepare the quarterly Call Report for NCUA. 21. Prepare Annual 945 Report. 22. Attend Board of Director's monthly meetings and take minutes for the Board secretary. 23. Prepare and/or verify employee and vendor annual W-2's, 1099 MISC and so forth for year-end reporting. 24. Seek legal counsel in processing member POA, Trusts, Guardianship and Conservative accounts. In charge of deceased member accounts. Get appropriate documents, contact joint owners, seek legal counsel as needed and so forth. 25. File the unclaimed property report with the State by November 1 each year. 26. Create and maintain employee payroll records including their semi-monthly paystubs. 27. Staff Liaison for the IST Committee - prepares the agenda, research as needed and takes the Committee minutes. 28. Staff Liaison to the Supervisory Committee - prepares the agenda, research as needed and takes the Committee minutes. 29. Staff Liaison to the Delinquency Committee - prepares the agenda, research as needed and takes the Committee minutes. 30. Maintaining vendor contracts and due diligence to include recordkeeping, mailing notices in advance of potential non-renewal (typically six months), sending contracts to legal counsel for review and for opinion to submit to the Board of Directors, etc. 31. Participate in community and business affairs, as necessary, to contribute to the image of the Credit Union. 32. Other duties as assigned by the President. NOTE: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time. Vice President- Lincoln, NE #Hiring #Lincoln #Nebraska

Oxford Financial Group, Ltd.TM, is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of more than $20 billion in assets (which includes assets under management) for over 600 families and institutions in 37 states. An independent, fee-only firm providing families and institutions generational estate planning advice and forward-thinking investment strategies for over 30 years, it has special expertise in alternative investments and private equity. Position Summary: Supports TCO Fiduciary Officers with administration of all trusts. Executes various process and procedures designed to ensure that all trusts are being administered according to the terms of the document and within the regulatory guidelines. Executes on operational activities related to account opening, administration, funding and disbursements/distributions. Qualifications: Associate degree in business-related field or equivalent experience Must have basic accounting experience Must have strong computer skills with working knowledge of Microsoft Excel and Word Experience in trust or investment operations with a basic knowledge of trust accounting systems or other asset management systems is preferred Must have a professional demeanor with the utmost respect for confidential matters Must have excellent written and verbal communication skills with strong interpersonal skills Must have a strong work ethic with a positive attitude Must be able to work independently and in a team environment Must be detail oriented with excellent organizational skills Must have ability to multi-task Must have ability to work in a high stress, fast paced environment Working Conditions: Long periods of sitting utilizing a computer Limited travel as business needs necessitate Occasional overtime may be necessary Job Requirements: Duties & Responsibilities: Administration Prepare Annual and 60 day trust administrative compliance reviews for approval by the Fiduciary Officer and Compliance. Interacts with Fiduciary Officers to coordinate daily client activity, oversees transaction processing, handles inquiry resolution and obtains appropriate documentation Handle all account opening and administration including initial set up in all systems. Execute and reconcile all cashiering activities including systematic and discretionary distributions. System administration including ensuring that all trusts are entered and coded into all of Oxford systems. ILIT Management Completes account opening checklist and ensures all tasks are completed Reviews accuracy of all policy details received or purchased and establishes on Fidelity Updates market value (cash values) in Fidelity whenever in force illustrations are obtained, no less frequently than annually Prepares and mails premium notices to grantors on a timely basis, taking into consideration the beneficiary withdrawal window Ensures payment of premiums (the contribution) are received in the proper timeframe to meet premium deadlines Performs proper follow-up as necessary for payments not received on time Prepares and mails crummey notices to beneficiaries within specified timeframe indicated in trust document Coordinates ILIT billing and maintains ILIT database Maintains complete and accurate ILIT files Changes addresses Pays bills Performs distributions Coordinates TCO tax preparation and processing of payments Tracks tax returns from TCO outsource provider for review by Fiduciary Officer for all 1041 tax returns on Smartsheet Obtains sign off from Fiduciary Officer, prepares tax payments for tax due or refunds Generates year-end tax worksheets or supplemental reports for delivery to outsourced tax accountants Mails final returns to IRS, obtains appropriate postal receipts and places in file Reconciles and collects tax preparation fees Assists in estimated tax payments process Works with Fiduciary Officer to generate estimated tax payments due, checks for cash availability and initiates appropriate cash needs Submits estimated tax payments and meets all reporting deadlines Other duties Coordinates annual special asset fees Reviews and assesses legal documents to ensure the accuracy of systematic coding and ensure compliance Monitors and evaluates the impact of any changes in legal fiduciary, accounts and estates to ensure prompt action Prepares Investment Policy Statements for Fiduciary Officer and Managing Director signature.