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| Position: |
Executive
Assistant to the Vice President of Finance & Administration
and Chief Financial Officer |
| Date: |
05/02 |
| Position
Code: |
2526 |
| EEO
Code: |
102 |
| Job
Summary: |
| Reporting
the Vice President of Finance & Administration/Chief Financial
Officer, is the primary resource for execution of policies, liaison
with Trustee Committees, management of endowment distribution, campus
planning and special studies. |
| Major
Duties: |
- Conducts
research, prepares reports, and communicates with outside consultants,
lawyers and accountants regarding accounting, tax, regulatory,
investment, legal, and intellectual property issues.
- Conducts
special management and regulatory reviews and studies either
individually or in concert with other Finance and Administration
staff members. Prepares reports for the Vice President of Finance
& Administration, Directorate and Trustees.
- Responsible
for the policy, implementation and day-to-day administration
of the endowment distribution system. Works in concert with
the Manager of Treasury Operations on the management of and
accounting for institutional investments, cash management, analysis
and coordination with the Institution's investment consultant.
- Responsible
for the execution of Investment, Finance and Budget, Audit and
Business Development Committee meetings to include the development
and preparation of agendas, preparation and distribution of
meeting materials and minutes, meeting logistics and follow
up.
- Works
closely with senior managers on general management issues, policies,
and procedures within Finance and Administration. Maintains
communication with Department Administrators and monitors and
follows-up on problems and complaints coming into the office.
- Assists
in the negotiation between licensees and Institutional lawyers
for technology or other royalty licensing agreements. Follows
up with licensees to assure that there is compliance with the
terms of licensing agreements.
- Reviews
the Trustee Conflict of Interest submissions, follows up, summarizes
and presents the results to the Audit Committee on an annual
basis.
- Reviews
and monitors Institution tax reporting and assists in preparation
of forms.
- Supports
Institution campus planning to include working with architects,
construction managers, regulators, and financial institutions
in the planning, construction, and financing of new ships and
facilities.
- Reviews
and analyzes regular financial reports and makes recommendations
on accounting issues and presentations.
- Represents
WHOI with bond rating agencies, insurers and bond issuing agents,
providing reporting, accounting and monitoring of compliance
with provisions.
- Provides
backup to the Controller's Office staff in accounting, cash
management and investment management activities.
- Performs
such other duties as the supervisor may, from time to time,
deem necessary.
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| Desired
Education/Experience for Hiring: |
| Bachelor's
degree in accounting and MBA or the equivalent, with 5-10 years
of strong financial management and accounting experience in a not-for-profit
research institution environment. Must have a high degree of computer
literacy and be skilled in the use of Microsoft Office products
or the equivalent, especially Word, Excel and PowerPoint. Must be
a self-starter who is detail oriented, eager to get involved in
detail issues and problems and possesses the versatility to work
effectively on a wide range of issues. |
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