Job Requisition Number: 24321. The function of the Center for Financial Reporting and Management (CFRM) is to foster the relation between the Haas School's accounting program and the business community; accounting firms; corporations; standard setting agencies; government regulators; other academic institutions; and professional student groups. This is done by maintaining ongoing relations with professionals through organizing conferences and meeting regularly with members of the CFRM Advisory Board, communicating through newsletters, soliciting donations, and disbursing funds that are received to support the research of accounting faculty and doctoral students.
The Center also promotes interaction between students and firms/corporations by hosting regular student and professional events specifically tailored for professional development, interaction and recruitment. The Center offers custom programs and workshops on special topics related to emerging accounting issues. The Center is also engaged in new course development based on student interest and the needs of the business community.
Beginning in 2016, the Center manages the Berkeley Charter of Professional Accounting (BCPA) program during the summer. Additional information can be found at bcpa.berkeley.edu.
The Assistant Director’s responsibilities (described in depth below) include: a) functioning as the primary manager of the day-to-day operations of the Center for Financial Reporting and Management, b) overseeing the execution of a variety of events including the annual conference, c) administrative support of the Berkeley Charter of Professional Accounting (BCPA) program, d) student advising regarding BCPA admission and CPA requirements, e) fiscal management of the Center, and e) ongoing correspondence with external stakeholders.
•Develops and implements programs, events and/or communication strategies designed to inform external stakeholders of institutional programs, activities, policies, and practices. •Stakeholders may include the general public, prospective students, accounting firms, donors, campus visitors, government and/or community representatives.
Fundraising/Corporate Sponsor Relations •Strategize with Executive Director and Advisory Board in long-range planning to meet the overall fundraising objectives of the Center. •Recommend programs and special events in conjunction with promoting CFRM. •Develop and maintain relationships with potential donors, corporate sponsors, professional organizations, and governmental agencies ensuring that these relationships are nurtured and maintained. •Work with Executive Director to develop fundraising asks and acknowledgement letters. •Collaborate with Executive Director in planning direction of Advisory Board meetings and setting goals. •Prepare agendas, coordinate logistics, and take minutes at Advisory Board meetings. •Arrange Career Panels in the classroom by working with firms to select panelists.
Student Outreach •Work closely with recruiters from major accounting firms in implementing programs for firms to interact with students. Responsible for event planning and logistics. Contact students and Haas sponsored student clubs to inform them of events. •Work collaboratively with UC Career Center in promotion of student recruiting. •Advise accounting students on requirements for CPA exam.
Publications/Marketing •Work with Executive Director in defining mission statement and developing marketing tools and promotional materials to communicate the vision of the Center. •Design marketing brochures and conference collateral. •Develop marketing strategy for all events and functions of the Center. •Contact media prior to events to develop program promotion. •Manage and develop social media marketing for events and Center business.
Program Management •Provide comprehensive program management for the summer accounting program - Berkeley Charter of Professional Accountancy. •Receive and respond to all inquiries related to the program both via email, phone, and in-person. •Review and score applications during the application period in conjunction with the Executive Director. •Send acceptance and denial letters to program applicants. •Manage financial aspects of the program, including deposit collection and reconciliation. •Manually register students into program classes. •Coordinate logistics with other departments on campus, including Summer Sessions, Office of the Registrar, Financial Aid, etc. •Participate in information sessions for interested students.
Event Management •Provide comprehensive program and event management for high level conferences and special events ensuring quality programs for a variety of external and internal constituencies, including, corporate professionals, government officials, Center Sponsors, Advisory Boards, faculty, and students. (Financial Reporting Conference size up to 425 attendees – mailing list 10,000; Big4_ Event; Recognition lunches and dinners; Transcript Review Sessions and other customized events). •Investigate and evaluate new sites, select and secure location, negotiate pricing for venue, catering and event services. •Research speakers and develop potential list of high level corporate executives and government officials for conferences/programs. Plan special dinner for speakers. •Set program schedule, communicate with speakers/moderators with guidelines, and prepare time-line. Coordinate materials for power point presentations and conference handouts. •Review and assess programs through planning and debriefing sessions and evaluation forms and provide program critiques. Incorporate procedures to improve production cost controls over events and make suggestions for service improvements.Supervise event support staff and manage on-site representatives. •Research award nominees for the Berkeley Award for Distinguished Contributions to Financial Reporting (Award recipient announced at financial reporting conference). •Plan annual Accounting Recognition Dinner. Handle all logistics for this event.
Budget •Analyze and monitor Center’s budget •Make budget recommendations to Executive Director based on projected expenses and analysis of prior years’ expenses. •Identify cost-saving and revenue opportunities for the Center. •Work with Executive Director to ensure fiscal management of Center’s program. •Prepare estimated event budgets; monitor and reconcile; track revenue and expenses.
Accounting Oversight •Handle accounting needs for CFRM •General accounting duties including preparation and review of purchase orders, travel and entertainment expenses, deposits and reimbursements. •Work with Campus Shared Services (CSS) regarding accounting issues and coordinate with CSS for any BluCard payment requests. Gift Processing: See that donor gifts are deposited into the correct account and acknowledged in a timely manner. Monitor gifts from Sponsors and invoice annually. •Run reports in Cybersource and reconcile with email notifications of payments for AAER dataset. See that monies are deposited into CFRM fund. Work with accounting PhD student, who manages AAER dataset and sees that dataset is sent out to those who purchase it. See that website where AAER data purchases are made is current.
Administrative/General Office Support •Provide administrative support and undertake special projects as assigned by the Executive Director and Faculty Director.
Office Management •Hire, supervise and evaluate work-study student assistants. •Manage and access needs of the Center and develop policies and procedures to ensure efficient operation of the office. •Represent CFRM at campus/department meetings.
Technology Management •Supervise computer resource specialist in implementing, maintaining, developing and designing website for the Center. •Manage Facebook postings for CFRM. •Write and send out student e-newsletter each month to promote the Center activities and events. Request any submissions for e-newsletter from recruiters at sponsoring firms. •Review and implement Web-based Event Management System (RegOnline). •Use Vertical Response for email marketing (solicitation letters, e-newsletters, etc) •Maintain databases of Center contacts and donors. Prepare reports, labels, name badges, etc. from database.
Communication •Point of contact for all inquiries by the public and students. Screen calls and visitors. Answer inquiries from students, faculty, co-workers, the general public, and the press/media. Direct inquiries to appropriate individuals or departments for further information or assistance if necessary. •Liaison between sponsors, speakers, conference attendees, faculty, staff, and students for all business related to Center. Respond to inquiries from academia and the business sector.•Knowledge of basic concepts, principles, and procedures of building and maintaining effective relations with internal and external constituencies. •Written, verbal and interpersonal communications, tact and acumen to effectively represent the campus. •Analytical and critical thinking skills, including sound judgment and decision-making skills. •Skill in project management, including event planning and meeting deadlines. •Knowledge and experience in program management and excellent organizational/office management skills. •Knowledge of the professional goals of the Center and understanding of University guidelines, principles and practices. •Ability to interface with accounting professionals and faculty to establish productive and cooperative working relationships. •Some knowledge of accounting profession, course pathways, career regulatory requirements. •Bachelors degree in related area and/or 5 years’ experience in Administration/ office management/event planning or equivalent of training and experience
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