Accountant 3 - Central (A)

University of Miami; Coral Gables (FL); On-site; USD 75,000 - 100,000; Full time

Job summary

University of Miami is seeking a Senior Accountant to assist the Accounting Manager with ERP audits, Form 5500 tax returns, and year-end footnotes related to investments. This role ensures compliance with university policy and GAAP, analyzes investments, and supports efficient financial reporting.

The Senior Accountant will prepare period-end and year-end financial statements for the Retirement Plan, manage journal entries, and coordinate with external auditors while contributing to process

Qualifications

• Bachelor’s degree in Accounting required.
• CPA preferred; relevant certifications may be considered.
• Minimum 4 years of accounting experience with financial reporting.
• Strong knowledge of U.S. GAAP and accounting principles.
• Proficient in Microsoft Excel and Word; strong attention to detail.

Responsibilities

• Prepare retirement plan financial statements for period-end and year-end.
• Analyze trustee statements and prepare monthly journal entries.
• Prepare year-end audit work papers and schedules.
• Track cash transfers to/from investment accounts and reconcile to trustee statements.
• Interact with external audit team.
• Develop procedures for retirement plan reporting and implement improvements.
• Prepare Form 5500 tax return and input data into tax software.

Skills

Financial reporting

GAAP knowledge

Budget management

Microsoft Excel

Microsoft Word

Analytical skills

Communication skills

Education

Bachelor's degree in Accounting

CPA preferred

Tools

Microsoft Office Suite

Job description

CORE JOB SUMMARY

The Sr. Accountant assists the Accounting Manager with the Employee Retirement Plan (ERP) audits and Form 5500 tax returns. The Sr. Accountant is involved in the year-end footnotes as it relates to investments. Ensures an effective and efficient workflow, identifies and assists in implementing opportunities for improvement, and ensures compliance with accounting standards and university policy. Reviews investments and limited partnership agreements, and interprets transactions in a clear and concise manner.

CORE JOB FUNCTIONS

• Responsible for preparation of Retirement Plan special period-end and year-end financial statements.
• Analyzes Trustee statement transactions and prepares monthly journal entries for input into the Retirement Plan accounting system.
• Prepares year-end related Retirement Plan audit work papers, audit schedules, and financial statements.
• Responsible for tracking various large cash transfers of funds to and from investment accounts and reconciles to Trustee statements.
• Tracks divested securities to and from separately managed investment accounts.
• Interacts directly with key members of the external audit team.
• Assists with developing procedures related to the Retirement Plan financial reporting processes and recommends changes as needed.
• Prepares Form 5500 tax return and inputs data into the tax software.
• This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.

CORE QUALIFICATIONS

• Education: Bachelor’s degree with major in Accounting.
• Certification and Licensing: Certified Public Accounting (CPA) preferred. Any appropriate combination of relevant education, experience and/or certifications may be considered.
• Experience: Minimum 4 years of relevant experience. Experience in Financial Reporting is required.
• Knowledge, Skills and Attitudes: Knowledge of generally accepted accounting procedures and principles.
• Knowledge of budget control methods, policies, and procedures.
• Ability to prepare financial and accounting records.
• Ability to analyze, consolidate, and interpret accounting data.
• Ability to compile, organize, interpret, and communicate accounting data and results concisely.
• Ability to manage a budget and work within the constraints of that budget.
• Must possess excellent written and oral communication skills.
• Strong computer skills and proficiency with Microsoft Office including Excel and Word.
• Ability to handle confidential and sensitive information with discretion.
• Commitment to excellent customer service and positive teamwork.
• Ability to handle stress and work well under pressure.
• Strong knowledge of U.S. GAAP.
• Strong experience in preparation and analysis of financial data.
• Strong planning and organizational skills.
• Results oriented and competently manages multiple priorities.

The University of Miami is recognized as one of the nation’s premier research institutions and academic health systems and is among the largest employers in South Florida. With more than 20,000 faculty and staff, the University is committed to excellence and guided by a mission to positively impact the lives of students, patients, and communities locally and globally. We are dedicated to fostering a culture where every individual feels valued and empowered to contribute meaningfully. United by shared values, the University community works together to build an environment defined by purpose, collaboration, and service.

The University of Miami is an Equal Opportunity Employer. Applicants and employees are protected from discrimination based on certain categories protected by Federal law.

Job Status: Full time Employee Type: Staff

The mission of the University of Miami is to transform lives through education, research, innovation, and service. A vibrant and diverse academic and healthcare community, the University of Miami and the University of Miami Health System ("UHealth") have rapidly progressed to become one of the nation’s top research universities and academic medical centers in the nation. The University comprises 12 schools and colleges serving undergraduate and graduate students in more than 350 majors and programs. Visit welcome.miami.edu/about-um to learn more about our points of pride. The University ranks No. 55 on U.S. News & World Report’s 2022 Best Colleges list and ranked No. 49 in the 2022 Wall Street Journal/Times Higher Education College Rankings. Bascom Palmer Eye Institute is ranked the #1 eye hospital in the USA and offers some of the nation's premiere eye doctors to treat every eye condition for adults. Sylvester Comprehensive Cancer, part of the Miller School of Medicine, received the prestigious National Cancer Institute designation in 2019. The University of Miami and UHealth have also ranked among the Forbes Best Employers and Best Employers for Women on several occasions, most recently in 2022. With more than 17,000 faculty and staff, the University strives for excellence, and is driven by a powerful mission to transform and impact the lives of its students, patients, members of the community, and people across the globe.

The University of Miami is an Equal Opportunity Employer. Applicants and employees are protected from discrimination based on certain categories protected by Federal law.