Assistant Director of Financial Reporting - Foundations

About the role

The Assistant Director of Financial Reporting – Foundations provides strategic, technical, and operational leadership for all accounting, reporting, and governance functions related to the University’s associated entities, endowment administration, and investment activity. This position ensures accuracy, transparency, and compliance across foundation and investment accounting; coordinates directly with the University’s outsourced investment management and custodial service providers; and serves as the University’s lead accounting liaison with external advisors and auditors. The Assistant Director works closely with the University Reporting, Operations, Budget, and Advancement teams to ensure consistent financial integration, accurate consolidation, and adherence to the University’s Investment Policy Statement (IPS) and Investment Management Agreement (IMA).

Responsibilities

• Ensures accuracy, transparency, and compliance across foundation and investment accounting.
• Coordinates directly with the University’s outsourced investment management and custodial service providers.
• Serves as the University’s lead accounting liaison with external advisors and auditors.
• Works closely with the University Reporting, Operations, Budget, and Advancement teams to ensure consistent financial integration, accurate consolidation, and adherence to the University’s Investment Policy Statement (IPS) and Investment Management Agreement (IMA).
• Administers and directs the operations of the financial reporting unit to maintain and enhance the internal control system to ensure compliance with state and federal guidelines.
• Plans, organizes, and implements overall daily operations to ensure meeting targeted goals and deadlines of the organization within the guidelines of generally accepted accounting principles and policies and procedures of the organization.

Requirements

• Mid- to late-career with a Master’s degree and 2- 4 yrs accounting or financial management experience; Bachelor’s and 3-5 yrs accounting or financial management experience.
• Knowledge of higher-education and investment accounting principles (GASB, GAAP, UPMIFA).
• Experience preparing or reviewing audited financial statements and reconciliations for multiple entities.
• Experience in FASB financial reporting or Foundation fiscal management preferred.
• Excellent analytical, communication, and organizational skills.

Preferred Years Experience, Skills, Training, Education

• CPA, MBA, or Master’s degree in Accounting or Finance.
• Experience managing outsourced accounting engagements and investment data integrations.
• Familiarity with UNC System financial reporting and associated-entity governance.
• Proficiency with Banner, Raiser’s Edge, Fundriver, QuickBooks, and investment accounting systems.

Benefits

• Accrued Vacation and Sick Leave for Eligible Employees
• Community Service Leave
• Aetna – State Health Benefits of North Carolina
• NCFlex – Vision, Dental, Flexible Spending Account, Life Insurance and more
• 12 Paid Holidays
• Teachers and State Employees Retirement System (TSERS)
• Optional Supplemental Plans – 401k, 403b, 457b and 457
• Employee Assistance Program (EAP)
• Campus Recreation Center Discount
• University Bookstore Discount
• and more

Pay

Commensurate with education and experience

Schedule

On-site (Employees are primarily in the office and/or have a critical job requirement that requires dedicated office space on-site)