Mark Bercheni, Manager
Campus: 139 Wyoming Hall
Mail: Dept 3422
1000 E University Ave
Laramie, WY 82071-2000
Regular: 8:00am - 5:00pm
Summer: 7:30am - 4:30pm
Monday - Friday
This is a description of a staff position at the University of Wyoming not a job opening announcement. Look for current job openings at the following link: http://www.uwyo.edu/hr/hremployment/listjobs.html. The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Reports to: Designated Supervisor
UW Job Code: 3924
UW Job Family: 31
SOC Code: 13-2051
Pay Grade: 24
Date: July 01, 2008
Supervise interpretation and implementation of tax issue requirements; manage University cash and investments.
Supervise Tax Compliance Accountant.
Make critical calculations concerning University funds and investments, protecting them from loss.
Manage University investments and determine anticipated cash requirements for each day's activity and invest extra cash to meet anticipated requirements.
Maintain information on university accounting system to determine amount of funds available for investment; equitably allocate earnings to sources of investment funds; reconcile earnings allocations.
Prepare investment report for Trustees' meetings.
Reconcile account balances; provide estimated rates of returns to concerned offices; provide data for annual report.
Allocate market value of endowment investment portfolios to each endowment; provide information as requested; calculate earnings to be distributed and report information.
Proof and supply corrections for all bond issue documents; supply information for university accounting system; prepare schedule for bond payments; invest bond funding and gather information for designated entities.
Provide financial information to independent CPA Auditor; request financial information from relevant banks; provide assistance to resolve problems; review draft copy of Audit Report.
Research matters affecting the University as they arise and initiate actions necessary for compliance as needed or requested.
Keep abreast of new developments and ideas regarding taxes and investments by reading relevant literature.
No major sources of discomfort, standard office environment.
Authorized by Classification/Compensation, Human Resources
Employees may be requested to perform job-related tasks other than those specifically presented in this description. Participating in the University's hazardous waste minimization program is part of the job of each employee who uses (or may come in contact with) hazardous materials. Fair Labor Standards Act (exempt/non-exempt) is designated by position. University of Wyoming actively supports Americans with Disabilities Act and will consider reasonable accommodations.