KENT STATE UNIVERSITY
JOB DESCRIPTION - UNCLASSIFIED
Developed for Equal Opportunity
CLASS TITLE:
Associate Treasurer
DATE ISSUED:
KSU Class Code:
11/26/03
DATE OF LAST REVISION:
UAE38 EEO Code: 3A
FLSA: Exempt
10/8/07
Pay Grade: 10
BASIC FUNCTION:
Provide overall management of the treasury, risk management and tax
compliance functions at the university. Direct and oversee all investment
activities and cash management. Serve as the primary interface between the
University’s bank and other financial institutions. Serve on the IUC Casualty
Pool management committee.
CHARACTERISTIC DUTIES AND RESPONSIBILITIES:
Manage property, casualty, and student health insurance; serve as the campus
liaison for risk management services.
Advise university administrators on matters relating to risk control and
management.
Serve as the tax reporting and compliance function. Specialized areas include
sales tax and real estate tax reporting, unrelated business income tax
withholding/reporting, employment tax withholding/reporting, and income tax
withholding/reporting.
Consult on fringe benefits, deferred taxes, qualified pension plans, and
University entities (e.g. Kent Infoworks, NeoBeam).
Coordinate all university debt including working with external bond counsel and
underwriters in the issuance of university bonds.
Coordinate the preparation of information in response to the debt rating agencies
and in the preparation of the Official Statement and identifying lower cost
alternatives to traditional lease financing.
Serve on various university and external committees.
Associate Treasurer
Perform special assignments/projects as assigned by the Director of Business
Operations and Management Services and the Vice President for Business and
Finance.
Fulfill responsibilities of human resource management including equal
employment opportunity, affirmative action, and employee development.
Perform related duties as assigned.
REPORTS TO:
Executive Director Financial Affairs.
LEADERSHIP AND SUPERVISION:
Leadership of a small department, unit or major function and/or direct
supervision over administrative/professional employees.
MINIMUM QUALIFICATIONS:
Education and Experience:
Bachelor’s Degree in Accounting (MS in Accounting or MBA preferred).
Ten to fifteen years of experience in Treasury management, Risk Management
and Tax practice/management. Typically five years experience in each of the
three fields but overlapping responsibilities would reduce the minimum
experience required to ten years.
Other Knowledge, Skills, and Abilities:
Certified Public Accountant, Certified Management Accountant or Certified
Financial Analyst.
Knowledge of risk management, tax reporting and compliance, and debt
management.
Skill in written, verbal, and interpersonal communications.
Skill in personal computer applications.
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Associate Treasurer
PHYSICAL REQUIREMENTS:
Sedentary: Exerting up to 10 pounds of force occasionally and/or negligible amount
of force frequently or constantly to lift, carry, push, pull or otherwise move objects,
including the human body. Typically requires sitting and occasionally requires
walking, standing, bending, keying, talking, hearing, seeing and repetitive motions.
Incumbent may be required to travel from building to building frequently and off
campus occasionally.
The intent of this description is to illustrate the types of duties and responsibilities that will be required of the positions given this
title and should not be interpreted to describe all the specific duties and responsibilities that may be required in any particular
position. Directly related experience/education beyond the minimum stated may be substituted where appropriate at the
discretion of the Appointing Authority. Kent State University reserves the right to revise or change job duties, job hours, and
responsibilities.
File: AE38
Source: job description revision
Analyst:: FM
Department Authorization: bstaats/mfajack 10/8/07
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