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Job ID: 171287

Lead Accountant (7734U) 25810
University of California, Berkeley

Date Posted Nov. 5, 2021
Title Lead Accountant (7734U) 25810
University University of California, Berkeley
Berkeley, CA, United States
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Finance/Investment Management

Lead Accountant (7734U) 25810

About Berkeley

At the University of California, Berkeley, we are committed to creating a community that fosters equity of experience and opportunity, and ensures that students, faculty, and staff of all backgrounds feel safe, welcome and included. Our culture of openness, freedom and belonging make it a special place for students, faculty and staff.

The University of California, Berkeley, is one of the world's leading institutions of higher education, distinguished by its combination of internationally recognized academic and research excellence; the transformative opportunity it provides to a large and diverse student body; its public mission and commitment to equity and social justice; and its roots in the California experience, animated by such values as innovation, questioning the status quo, and respect for the environment and nature. Since its founding in 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world.

We are looking for equity-minded applicants who represent the full diversity of California and who demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, disability, gender identity, sexual orientation, and ethnic backgrounds present in our community. When you join the team at Berkeley, you can expect to be part of an inclusive, innovative and equity-focused community that approaches higher education as a matter of social justice that requires broad collaboration among faculty, staff, students and community partners. In deciding whether to apply for a position at Berkeley, you are strongly encouraged to consider whether your values align with our Guiding Values and Principles, our Principles of Community, and our Strategic Plan.

Departmental Overview

University Development and Alumni Relations (UDAR) strengthens Berkeley's excellence through engagement with alumni, parents, undergraduate and graduate students, and friends of the University, raising public awareness about Berkeley and increasing private philanthropy. The department is responsible for centralized fundraising and donor engagement, and works to strengthen unit development offices by consulting and partnering with campus fundraisers.

The Finance and Administration Department is responsible for the accounting, forecasting, budgeting, facilities management, and administration functions for University Development and Alumni Relations (UDAR).

Gift and Investment Accounting (GIA) reports into Finance and Administration, Is responsible for the accounting, reporting, asset management, and treasury activities of the UC Berkeley Foundation, a separate 501(c) 3 organization. GIA does this in partnership with the Berkeley Endowment Management Company (BEMCO), the investment company managing the $2.9 billion Foundation's endowment pool. GIA performs the accounting and reporting on all financial gifts to the University and the Foundation, including endowment funds. GIA manages and distributes current use gifts and endowment payout from the Foundation to the campus units and the University affiliates. GIA also supports the the UC Berkeley Foundation's trustees and Board committees with financial analyses and reports.

  • Supports the accounting and reporting activities for the UC Berkeley Foundation and Campus Gifts and Endowment Funds. Reconciles assets and liabilities general ledger accounts. Analyzes and records investment transactions, Trusts beneficiary payments and liabilities. Prepares and approves financial journal entries Involves working with external partners such as custodian banks, investment managers, various Development Offices, campus departments, UC Office of President, and UCB affiliates. Supports Berkeley Investment Management Company's accounting needs. Analyzes financial data from multiple sources Participates in preparing financial reports Prepares GASB 40 investment disclosure schedules Involves accounting for the general endowment pool. Develops BFS queries and Excel templates for analyzing financial data. Prepares schedules for annual external audit and tax return. Supervises one senior accountant

Required Qualifications
  • Has advanced knowledge of accounting function.
  • Is able to extract, verify and compile accounting information from a variety of sources.
  • Has an understanding of the interrelationship of procedures and desired results.
  • Requires ability to present complex accounting and finance related information in a clear and concise manner, both in writing and verbally.
  • Highly proficient in using excel and other analytical tools
  • Has knowledge of the University policies, accounting standards of GAAP, GASB and regulatory compliance requirements.
  • Must be skilled in the use of Microsoft Office and common desktop/web applications.
  • Understands technical, legal, and financial documents; financial reporting, audit and tax requirements.
  • Must have strong problem solving skills. Strong inter-personal skills and ability to work effectively across the organization at all levels. Experienced in using Berkeley Financial System and CalAnswers Reporting System.

  • Bachelor's degree in accounting or related fields with 5 + years of working experience, preferably in fund accounting.

Preferred Qualifications
  • Professional certification preferred. Experienced in General Endowment Pool and Trusts accounting.

Salary & Benefits

For information on the comprehensive benefits package offered by the University visit:

How to Apply

Please submit your cover letter and resume as a single attachment when applying.

Other Information

The minimum posting duration of this position is 14 calendar days. The department will not initiate the application review process prior to November 4, 2021.

Conviction History Background

This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.

Equal Employment Opportunity

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see:
For the complete University of California nondiscrimination and affirmative action policy see:

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