Website Santa Clara University

Senior Accountant


Position Title:
Senior Accountant

Position Type:

Hiring Range:

$83,500 – 112,900 annual, commensurate with experience

Pay Frequency:

The position is responsible for managing the accounting cycle for the University’s contribution (gift) revenue by completing timely reconciliations and analysis for gift clearing accounts and pledge accounts receivable. The position records accounting transactions for charitable remainder trusts and annuities. Reconciles the liability accounts related to student ACCESS cards. The position supports the University’s annual audit, preparation of financial statement footnotes, and preparation of reports to support the University’s income taxes. This position also serves as a Finance liaison to Property Management and University Relations.


1.Manage the University’s gift revenue cycle and provide reconciliations for pledge receivables and reserve accounts.

Reconcile cash gifts and pledges to Gift Processing system (CLARA) and gift clearing accounts.
Coordinate with the Development Office to resolve issues and improve business processes
Analyze Development gift write-offs and impact to pledge reserves
Reconcile on-line giving tranactions
Reconcile stock gifts monthly
Ensure procedures and policy are developed and followed to ensure all non-cash gift transactions (e.g. securities, gifts-in-kind, split interest agreements, donated services) are recorded in accordance with Generally Accepted Accounting Principles.
Reconcile and monitor gifts in holding funds to CLARA. Ensure gifts that may belong to an Endowment Fund are moved out of the holding fund before quarter close.
Identify and coordinate with Development office incorrect integration setups between Workday ERP and CLARA subledger.
Reconcile gift revenue reports from CLARA to the Workday general ledger. Use critical thinking to suggest improvements to the reports and work with technical staff to improve them.
Prepare monthly gift summary schedules (‘President’s report’) as well as ad-hoc gift reporting as requested by constituents.
Assist the Accounting Manager, Investments and Financial Reporting and Senior Investment and Financial Reporting Accountant with new gift fund setups within Workday ledger and supporting subledgers.

2.Charitable remainder annuity and trust administration and accounting

Record quarterly accounting transactions based on reports from third-party servicer
Record annual annuity liability adjustment and contribution adjustments for new annuities
Serve as the Controller’s Office contact for administrative setup of new annuities, including transferring funds to third-party servicer in coordination with University Relations
Account for donor designated fund program
Prepare annual annuity rollforward


3.Support the annual financial statement audit and prepare audit schedules

Analyze and propose the appropriate reserve and discount to apply to pledges receivable using multiple inputs. Create journal entry and draft related financial statement footnote.
Review and coordinate auditor requests and collect supporting documentation
Review gift in kind and art object donations on a quarterly basis to determine what to capitalize and what to expense. Prepare related journal entries.
Prepare summary of past due pledges on a quarterly basis to facilitate discussion with University Relations management
Prepare financial statement footnotes schedules for “contributions receivable from related parties” and “concentration of credit risk”

4.Support University Form 990 income tax preparation

Prepare contribution related schedules to support the tax return, specifically Schedule B and Schedule M
Prepare other tax schedules as assigned

6. Provide financial support and analysis to the Law School, Property Management, University Relations and other departments as assigned

Analyze data on a daily basis in order to provide meaningful information to managers to support business decision making.
Process department journals (FTARs), ensuring compliance with accounting guidance and University procedures.
Assist each department in their annual close process.
Reconcile security deposit liability account
Other ad hoc analysis as required by departments or the University Finance Office.

7. Other Duties

Prepare financial management reports and year-end audit schedules as needed.
Work with others to ensure related processes flow effectively and efficiently.
Utilizing available technology, review policies and procedures and propose changes to improve effectiveness in executing responsibilities.
Continue to develop expertise with available technology
Student staff supervision as needed
Other tasks as assigned


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred.

This position requires the ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment.


Excellent computer skills (Excel, Word, Google Workspace, etc)
Ability to analyze data and present in a meaningful format to facilitate decision making
Experience with large ERP system such as Workday, PeopleSoft, or Oracle preferred
Data query knowledge preferred


Excellent oral and written communication skills
Ability to work well independently
Strong speaking and presentation skills
Strong analytical and problem-solving skills
Excellent interpersonal skills


Proven problem-solving and analytical skills, including the ability to identify a problem, develop a solution, and implement that solution in cooperation with others or independently.
Ability to work on multiple projects simultaneously, set priorities, and meet deadlines as required.
Strong customer service focus with an emphasis on outreach to departments; ability to listen to and understand the unique needs of each department
Possess a high degree of initiative, attention to detail and follow through, as well as ability to adjust to changing requirements and priorities.
Commitment to understand and willingness to support Santa Clara University’s distinctive Jesuit educational vision and institutional values of competence, conscience and compassion in pursuit of its mission and goals


Bachelor’s degree in Accounting or Finance, or Bachelor’s degree in another field combined with a CPA or other rigorous accounting experience required

Years of Experience

A minimum of 6 years of progressively responsible experience in an accounting environment required, or 4 years combined with a master’s degree in the above noted fields.


The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonable accommodation.


Considerable time is spent at a desk using a computer terminal.
May be required to travel to other buildings on the campus.
May be required to attend conference and training sessions within Bay Area or in- or out-of-state locations.
May be required to occasionally travel to outside customers, vendors or suppliers.


The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job.


Typical office environment.
Mostly indoor office environment with windows.
Offices with equipment noise.
Offices with frequent interruptions.




COVID-19 Statement

The health and safety of the university community is a top priority. All Santa Clara University students, and employees are required to be vaccinated against COVID-19 or request a medical or religious exemption. Please visit our COVID-19 webpage for additional information.

EEO Statement

​Equal Opportunity/Notice of Nondiscrimination

Santa Clara University is an equal opportunity/equal access/affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and California State laws, regulations, and executive orders regarding non-discrimination and affirmative action. Applications from members of historically underrepresented groups are especially encouraged. For a complete copy of Santa Clara University’s equal opportunity and nondiscrimination policies, see

Title IX of the Education Amendments of 1972

Santa Clara University does not discriminate in its employment practices or in its educational programs or activities on the basis of sex/gender, and prohibits retaliation against any person opposing discrimination or participating in any discrimination investigation or complaint process internally or externally. The Title IX Coordinator and Section 504 and ADA Coordinator is Aaron Zisser, Director of Equal Opportunity and Title IX, 408-551-3043, , Inquiries can also be made to the Assistant Secretary of Education within the Office for Civil Rights (OCR).

Clery Notice of Availability

Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please go to the Campus Safety Services website. To request a paper copy please call Campus Safety at (408) 554-4441. The report includes the type of crime, venue, and number of occurrences.

Americans with Disabilities Act

Santa Clara University affirms its commitment to employ qualified individuals with disabilities within the workplace and to comply with the Americans with Disability Act. All applicants desiring an accommodation should contact the Department of Human Resources, and 408-554-5750 and request to speak to Indu Ahluwalia by phone at 408-554-5750 or by email at

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