Endowment & Investment Accounting Manager

Santa Clara University; Santa Clara (CA); Hybrid; USD 129,000 - 135,000; Full time

Job summary

Santa Clara University is seeking an Accounting Manager for Investment and Financial Reporting to lead the investment accounting team, manage endowment reporting, and coordinate tax-related activities. The role supports the Assistant Controller and Controller in financial statement preparation and acts as a Finance Representative to campus units.

The position requires a Bachelor’s degree in accounting or finance with 8–10 years of relevant experience; CPA or advanced degree preferred.

Qualifications

• Bachelor's degree and 8–10 years of finance/accounting experience
• Preferred CPA designation or advanced degree
• Experience in nonprofit fund accounting preferred

Responsibilities

• Lead investment accounting team and supervise Senior Investment Accountant
• Coordinate tax reporting and tax matters for the University
• Oversee endowment reporting and unitization of endowment pool
• Assist Assistant Controller and Controller in preparing University financials
• Serve as Finance Representative to departments and train Finance Representatives
• Prepare investment footnotes and journal entries for financial statements

Skills

Investment accounting

Endowment reporting

Tax coordination

Financial statement prep

Team leadership

Education

Bachelor's degree in accounting/finance

Tools

Workday

Oracle

SAP

Job description

Santa Clara University is seeking an Accounting Manager for Investment and Financial Reporting to lead the investment accounting team, manage endowment reporting, and coordinate tax-related activities. The role supports the Assistant Controller and Controller in financial statement preparation and acts as a Finance Representative to campus units.

The position requires a Bachelor’s degree in accounting or finance with 8–10 years of relevant experience; CPA or advanced degree preferred.