IRA Accounts Supervisor jobs in Connecticut

IRA Accounts Supervisor oversees operations and transactions involving IRAs. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. Being an IRA Accounts Supervisor may handle large or complex accounts. Ensures compliance with governmental regulations, including account over-contribution and early distributions. Additionally, IRA Accounts Supervisor may require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be an IRA Accounts Supervisor typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)

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Accounts Payable Supervisor (Hybrid)
  • The University of Connecticut Foundation, Inc.
  • Storrs, CT FULL_TIME
  • Position Summary

    Come join a growing team at the UConn Foundation!

    In this Accounts Payable Supervisor role (internally known as the Assistant Director of Disbursements), you will have overall responsibility for managing the disbursement and accounts payable functions to ensure compliance with tax regulations, Foundation policies and procedures, and responsible stewardship practices. You will communicate directly with Foundation and University staff to ensure timely and efficient remittances and disbursements within these fiduciary responsibilities. As the leader for the Disbursements department, you will be responsible for training University and Foundation staff in areas of responsibility to ensure compliance with regulations and policies.

    Note that the position has a hybrid work schedule and you will only be required to report to the office in Storrs one day per week.

    Primary Responsibilities

    • Manages the Disbursement staff responsible for processing disbursement requests and associated reporting to University and Foundation staff. Performs departmental managerial review, ensures that sufficient funds are available for requested expenditures, and provides approval of disbursement requests within policy guidelines.
    • Facilitates appropriate use of funds by University departments in support of University and departmental objectives. Exercises sound judgment in applying policies and regulations to specific transaction requests, addresses problems, and communicates with University and Foundation staff.
    • Reviews and updates internal policies and procedures for compliance with Foundation and University policies. Verifies control procedures have been followed including signature protocols and purchasing guidelines.
    • Manages complex 'Request for Disbursements' (RFD’s) through to resolution. Ensures that RFDs and scholarship reimbursements are processed in a timely and systematic manner.
    • Serve as central point of contact for coordinating responses to inbound department inquiries, directing the inquiries to the appropriate staff members and/or escalating where warranted.
    • Serves as liaison for internal and external auditors for transactions related to funds and disbursements.
    • Serves on cross-functional teams to improve and document processes and controls.
    • Manages accurate and timely reporting to various Foundation and University staff in the areas of disbursements and fund administration (i.e. quarterly equipment report, taxable compensation reporting, and fund usage).
    • Other duties as assigned.

    Key Competencies

    • Values diversity and inclusion in the workplace.
    • Exceptional verbal and written communication skills.
    • Knowledge of or ability to learn accounting and tax principles and regulations relevant to tax-exempt organizations.
    • Ability to interpret and apply regulations and policies at a transactional level.
    • Strong interpersonal skills and ability to collaborate with a broad range of constituencies with tact, diplomacy, and resolve.
    • Strong organizational skills and attention to detail.
    • Demonstrates skills in problem-solving and decision making.
    • Integrity in dealing with confidential information.
    • High level of motivation, self-starter with the ability to handle multiple priorities and deadlines.
    • Ability to work to the demands of the position, which may exceed a 40-hour work week.

    Experience and Skills

    Education and Experience

    • Bachelor’s degree (accounting or finance preferred) or in place of a degree, 8 years of relevant work experience. 4 years of accounts payable, accounting, or other related experience.
    • Supervisory experience and management of high-volume workflow.
    • Proficient with Microsoft Office (i.e., Outlook, Word, and Excel) and accounting systems (i.e Financial Edge/FENXT). Demonstrated ability to work in multiple system environments.

    The UConn Foundation is an equal opportunity, affirmative action employer. We celebrate diverse perspectives and are committed to a welcoming environment that will value your unique experiences and identity. We recognize that a true commitment to Diversity, Equity, and Inclusion requires ongoing education and action and we strive for continued growth each and every day.

  • 4 Days Ago

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Accounts Payable Supervisor
  • Nesco Resource, LLC
  • Guilford, CT FULL_TIME
  • Nesco Resource is seeking an Accounts Payable Supervisor for our client in Guilford, CT. If you are an experienced Accounts Payable professional looking to take a step into leadership, this position a...
  • 1 Month Ago

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Medical Billing Accounts Receivable Supervisor
  • Fair Haven Community Health Care
  • new haven, CT FULL_TIME
  • Fair Haven Community Health Care FHCHC is a forward-thinking, dynamic, and exciting community health center that provides care for multiple generations at nearly 140,000 office visits in 19 locations....
  • 2 Months Ago

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Accounts Clerk
  • East Lyme Public Schools
  • East Lyme, CT FULL_TIME
  • JobID: 2989 Position Type: Non-Certified - Administrative Assistants/Accounts Clerk Date Posted: 1/31/2024 Location: East Lyme Middle School Closing Date: 02/14/2024 Description: ESSENTIAL DUTIES AND ...
  • 11 Days Ago

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Accounts Payable
  • East Lyme Public Schools
  • East Lyme, CT FULL_TIME
  • EAST LYME PUBLIC SCHOOLS JOB DESCRIPTION Position Title: Accounts Payable Coordinator Department: Business Office Reports To: Director of Finance Prepared By: Date: 9/24/09 Approved By: Superintendent...
  • 2 Days Ago

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Accounts Coordinator
  • Balfour Beatty Investments - North America
  • Groton, CT FULL_TIME
  • Who We Are At Balfour Beatty Communities, we are dedicated to a singular mission: delivering the quality communities people are proud to call home. We believe exceptional living experiences can only b...
  • 3 Days Ago

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Senior Accountant Controller
  • Acoustic Technology, Inc.
  • Boston, MA
  • Job Description Job Description Senior Accountant Controller *Please note: this is a 100% in-office position in East Bos...
  • 4/19/2024 12:00:00 AM

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ACCOUNTING CONTROLLER, NETSUITE EXPERIENCE
  • RTS Tactical
  • Miami, FL
  • Who we are: RTS Tactical is a rapidly growing Body Armor & Tactical Gear Manufacturer based out of Miami Florida. RTS Ta...
  • 4/19/2024 12:00:00 AM

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Customer Account Coordinator
  • Pactiv Evergreen
  • Lake Forest, IL
  • Overview: Pactiv Evergreen Inc. (NASDAQ: PTVE) is a leading manufacturer and distributor of fresh foodservice and food m...
  • 4/19/2024 12:00:00 AM

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Construction Accountant/Controller
  • HammerHead Recruitment
  • West Palm Beach, FL
  • Job Description Job Description The Opportunity: On behalf of our esteemed client, we are currently seeking a Constructi...
  • 4/18/2024 12:00:00 AM

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Staff Accountant-Controller
  • ADM GROUP INC
  • Tempe, AZ
  • Job Description Job Description Open Position for Staff Accountant Controller ADM Group Inc. is an architecture and inte...
  • 4/17/2024 12:00:00 AM

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Senior Accountant Controller
  • Confidential
  • San Antonio, TX
  • Job Description Job Description Job Summary This individual will maximize return on financial assets by establishing fin...
  • 4/17/2024 12:00:00 AM

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Accounting Supervisor
  • Creative Financial Staffing
  • Plymouth, MN
  • Job Description Accounting Supervisor ABOUT THE COMPANY We are seeking a talented Accounting Supervisor for a small to m...
  • 4/17/2024 12:00:00 AM

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Corporate Accountant / Controller
  • Unicomm
  • Milford, CT
  • Job Description Job Description Join a Fast Moving, and FUN team expanding the Travel & Adventure Shows across the U.S. ...
  • 4/15/2024 12:00:00 AM

Connecticut is bordered on the south by Long Island Sound, on the west by New York, on the north by Massachusetts, and on the east by Rhode Island. The state capital and fourth largest city is Hartford, and other major cities and towns (by population) include Bridgeport, New Haven, Stamford, Waterbury, Norwalk, Danbury, New Britain, Greenwich, and Bristol. Connecticut is slightly larger than the country of Montenegro. There are 169 incorporated towns in Connecticut.The highest peak in Connecticut is Bear Mountain in Salisbury in the northwest corner of the state. The highest point is just east...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Accounts Supervisor jobs
$74,607 to $91,949

IRA Accounts Supervisor in Yakima, WA
On average, a Bachelor's Degree is the highest level of education for an IRA Accounts Supervisor.
November 29, 2019