POSITION DESCRIPTION QUESTIONNAIRE
ADMINISTRATIVE FACULTY
ALL INFORMATION MUST BE PROVIDED. INCOMPLETE FORMS WILL BE RETURNED TO DEPARTMENT.
QUESTIONS? CALL UNR Faculty Human Resources at 784-6082 x250.
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INSTRUCTIONS: PDQ and Org Chart must be sent to marshag@unr.edu for initial review BEFORE routing.
1. Complete form, sign, and submit to immediate supervisor;
2. Supervisor (chair/director/dean)– review, approve, sign, forward to vice president or vice provost;
3. Pres/Vice Pres/Vice Prov - approve, sign, forward to Placement Committee (c/o UNR HR, M/S 238);
4. Placement Committee recommends administrative salary range and title & forwards to Provost.
5. Approval letters are then sent from HR with final stamped PDQ to Vice President, Dean or Director and
supervisor for PAF/Terms preparation.
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Incumbents’ Name (if applicable): Emelita Weldon
Position #: 16524
Current Title: Coord, Fiscal & Development Records
Current Range: 2
Department: Development & Alumni Relations
College/Division: Development &
(76769,3A,CM200,E)
Alumni Relations
Action Proposed: (check all that apply)
( ) New position : Proposed Range:
Proposed Title:
( x) Title Change, Proposed Title: Assistant Controller, Foundation
( x ) Proposed Reassignment from Range
2 to Range 3
( ) Revised PDQ only (no change in range or title)
I certify that the statements in this description are accurate and complete to the best of my knowledge.
Employee’s Signature
Date
I/we have reviewed the statements in this form and they accurately reflect the job assignments.
Immediate Supervisor’s Signature
Tamara Koszuth
Controller, Foundation
Director/Chair/Dean Laurie McLanahan
Director, Finance, DAR
Approved for Salary Placement Committee review.
Date
Date
Pres / Vice Pres / Vice Prov Signature John Carothers
Date
Vice President, Development & Alumni Relations
Action Approved by the President (Completed by Faculty HR):
Position #:
EEO Code:
CUPA Code:
Job Class Code:
Exempt: Yes or No
Range:
Effective Date:
Title Approved:
_____________________________________________________________________________
Employee’s Signature (Sign & send to HR for personnel file after final approval) Date
Revised: 3 / 1 / 2006
Revised 3.2006 http://www.unr.edu/vpaf/hr/forms/documents/pdq_001.doc
Position Description - Assistant Controller, Foundation, Position #16524
Page 2
1. Summary Statement: State the major function(s) of the position and its role in the
university. Attach an organizational chart with positions, ranges, and names for the division
which reflects the position in it as well as those supervised in the department. (This section is
used for advertisement of the position.)
The Assistant Controller. Foundation, is responsible for the financial management and oversight of
nearly 2,600 funds for the Foundation, including over 500 endowment funds totaling approximately
$109 million with new gifts invested quarterly. The Assistant Controller is responsible for establishing
new gift accounts and budgets in accordance with donor restrictions and for monitoring proper
spending.
2. List the major responsibilities, including percentage of time devoted to each. Provide
enough detail to enable a person outside the department to understand the job (percentage
first with heading and then bulleted information from greatest to least percentage).
50% - Financial Accounting, Compliance, and Reporting
 Responsible for providing documentation to external auditors for year end and interim audit
work, scheduling work assignments for account reconciliations and preparation of workpapers
for the annual audit.
 Responsible for cash and investment management, cash flow projections and budgeting on a
daily, monthly, quarterly and annual basis.
 Responsible for providing gift information reports to development directors and deans of
colleges on a monthly, quarterly and annual basis.
 Responsible for updating and maintaining endowment spending calculations for over 500
endowment funds.
 Responsible for the monthly transfer of funds from the Foundation to the University in
conformity with state and university policies and procedures.
 Responsible for establishing hosting account authority by reviewing the donor documentation
to substantiate hosting approval.
 Responsible for tax return preparation.
15% Fiscal administration
 Responsible for all areas of gift receipting including establishing new gift accounts and
budgets in accordance with donor restrictions, review of gift posting, generation of receipts in
accordance with IRS gift substantiation rules, and serves as a primary contact to university
staff to establish new accounts
 Oversight of records maintenance and retention in compliance with Foundation and University
policy and procedures.
 Represents the Foundation in providing guidance and training to fiscal/clerical staff throughout
the university concerning Foundation procedures such as monthly account balancing,
preparing journal vouchers and other administrative documents.
35% - Staff supervision
 Directly supervises one Accounting Technician II, one Accounting Assistant III, one
Administrative Assistant III, one Administrative Assistant II and a student worker.
 Oversight of the daily operations including daily cash reconciliations, maintenance of internal
controls for incoming cash and checks, accurate coding of all gifts in accordance with donor
restrictions, and timely and accurate depositing standards.
Position Description - Assistant Controller, Foundation, Position #16524
Page 3
3. Describe the level of freedom to take action and make decisions with or without
supervision and how the results of the work performed impact the department, division and/or
the university as a whole.
 The Assistant Controller is the primary contact for information on accounts held and
maintained by the Foundation. Consequently, independent judgment is exercised in both
fiscal and personnel areas on a regular basis. Timely and accurate information provided to
donors, Trustees, campus personnel and the general public is essential in maintaining a high
level of confidence in the Foundation in order to obtain future gifts.
 The Assistant Controller conducts the day-to-day financial operations for the Foundation and
supervises staff using proper accounting and personnel procedures in order to keep the entire
Foundation finance office operating effectively and efficiently.
 Proper decisions regarding accounting procedures directly affect the Foundation’s ability to
raise funds within the community.
 The accountability of the Foundation affects the image and reputation of the University as a
whole.
4. Describe the knowledge, skills (to include cognitive requirement and verbal and written
communication), and abilities (to include task complexity, problem solving, creativity &
innovation) essential to successful performance of this job (in bullet format).
Knowledge of:
 Generally Accepted Accounting Principles including internal controls, fund and government
accounting and budgeting, sound financial and personnel management principles, policies and
practices
 Financial management data processing systems
 Knowledge of IRS gift substantiation rules
 University and State regulations which affect fiscal and personnel actions
Skills:




Comprehensive financial accounting skills
Computer skills with Microsoft Excel, Word, Raisers Edge and Financial Edge
Time management and organizational skills
Excellent problem solving
Ability to:
 Prepare accurate complex technical reports
 Effectively present financial information and reports to campus personnel, donors, and the
general public
 Work independently and exercise sound judgment, tact, diplomacy, initiative, creativity and
reason
 Effectively lead and train subordinate staff
5. Describe the type of personal contacts encountered in performing the duties of the job.
Explain the nature and purpose of these contacts: i.e., to provide services, to resolve
problems, to negotiate.
 Primary financial resource for campus staff
 Works closely with the Controller and the Director of Finance to identify problems, recommend
solutions, recommend policy, clarify issues, assess needs, set goals and provide solutions
 Primary contact for financial institutions for requesting service and resolving problems for all
checking and investment accounts
Position Description - Assistant Controller, Foundation, Position #16524
Page 4
6. Indicate the minimum qualifications which are necessary in filling this position should it
become vacant. Please keep in mind the duties/responsibilities of the position rather than the
qualifications of the incumbent.
a.
Minimum educational level, including appropriate field, if any.
Bachelor’s Degree from a regionally accredited institution with emphasis or major in
business administration, accounting or finance
b.
Minimum type and amount of work experience, in addition to the above required
education necessary for a person entering this position.
Bachelor’s degree and four years or a Master’s degree and two years of experience to
include:

Two years of supervisory experience

Progressively responsible experience in the areas of financial
accounting and reporting, management and computer systems.
c.
Indicate any license or certificate required for this position.
None