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705 Broad St. Box 90496
Durham, NC 27705
Phone: (919) 684-5600
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Duke University Job Description

CHIEF OPERATING OFFICER, DUFCU

Job Code: 2326
FLSA: E
Job Level: 16
Revised Date: 12/01/2007
Job Family: JF 28

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Occupational Summary

Manage the accounting and financial functions of the Duke University Federal Credit Union (DUFCU) to include economic, financial trends, budgeting and long term analysis; completion of financial and regulatory reports and compliance; development and maintenance of the key measurements database; and serving as staff for the Board of Directors Financial committee.

Work Performed

Manage all accounting and financial functions of the Duke University Federal Credit Union (DUFCU).

Oversees general ledger, reviewing adjusting entries to prepaid, accrued and fixed asset accounts; ensure all entries and receipts are posted to the correct general ledger accounts to maintain budgetary control; reconcile subsidiary ledgers and corporate checking and deposit accounts to the general ledger.

Assist Supervisory Committee with various internal audit functions; ensure compliance with state and federal regulatory authorities; facilitate process with auditors and examiners, securing information, explaining procedures and providing requested materials.

Develop and maintain a key measurements database; conduct and report on key ratio analysis.

Prepare complex monthly financial and statistical reports including investments, asset/liability management and pricing.

Format and implement special reports; schedule and meet deadlines on all IRS, IRA, and Social Security reporting.

Serve as Staff to Board of Directors financial committee.

Analyze, research and report National economic and financial trends; recommend loan rate changes; develop, conduct and report on budgeting and long term financial analyses.

Recommend various personnel actions including, but not limited to, hiring, performance appraisals, promotions, transfers and vacation schedules.

Perform other related duties incidental to the work described herein.

The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.

 

Required Qualifications at this Level

Education/Training:

Work generally requires a bachelor's degree in Accounting, Finance or a directly related field.

 

Experience:

Work generally requires five years of experience in an accounting setting to become knowledgeable of the generally accepted accounting practices. Certified Public Accountant designation is preferred.

OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE

 

Skills:

N/A

 

The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.