Job Information
Office of Chapter 13 Trustee - Marilyn O Marshall Staff Accountant in Chicago, Illinois
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Staff Accoutant
Summary The Staff Accountant has primary responsibility for the financial management
of trust funds and administration of the office expense budget. Oversee all
receipts and disbursement issues. Establish financial verification systems to
ensure that disbursements comply with plans. Perform human resource
functions. Support business and managerial efforts through leadership,
communication, staff support and relationships with our customers.
Qualifications Candidates must have the following skills to qualify for this position:
Possession of comprehensive knowledge and understanding of complicated
subjects such as finance and accounting; ability to use higher level
mathematics, statistics, and computer science; ability to solve nonroutine,
complex problems. Well organized and has excellent written and oral
communication skills. Learns quickly and works independently. Has a
professional demeanor. Possesses management and leadership skills and
enjoys daily contact with office staff and customers. Must also
have excellent customer service skills. Must be able to travel. Ability to
process a high volume of accurate, detailed and quality work product; and
ability to work under stress.
Education
requirements
Bachelors degree required. Some graduate school courses and/or Certified
Public Accountant preferred.
At least ten years accounting experience can be substituted for a college
degree.
Classification The Staff Accountant is exempt from the provisions of the Fair Labor
Standards Act, including overtime.
Organization The Staff Accountant is a member of the finance team and operates with
minimal supervision in most job responsibilities. The Trustee provides
coaching and feedback.
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10/1/13 Staff Accountant
Staff Accountant/Human Resources AdministratorDan
Lyons Continued
Compensation This position is in a wage class 15 and receives compensation within the
salary range established for this range. Compensation is adjusted subject to
the guidelines of the performance appraisal system.
Cumulative
responsibilities
Employees may be asked to perform any financial or administrative
responsibility as dictated by office needs.
Appraisal The Staff Accountant meets with the Trustee regularly to determine levels of
proficiency in assigned tasks and additional training or guidance needed to
perform their job responsibilities.
Training Training is provided in partnership with our employees to help them develop
the knowledge and skills required to progress to higher job levels. We
encourage appropriate training in a supportive, cooperative learning
environment.
In this map
Topic See Page
Essential Functions 3
Other Responsibilities 12
10/01/13 Staff Accountant 2
Essential Functions
Overview The essential functions of the Staff Accountant include but are not limited to
the following responsibilities:
Annual report Annual report responsibilities:
? on a monthly basis prepares and reviews the following annual report
components for the Standing Trustee and the U.S. Trustees review:
? case administration financial data;
? fee analysis data;
? trust account fund transfers;
? interest earned on fiduciary accounts;
? active and inactive cases;
? review and reconciliation of bank trust accounts; and
? bond analysis data.
Internal audit
processes and
controls
Internal audit processes and control responsibilities:
? manages relationship with auditors appointed by the U.S. Trustee;
? prepares a monthly year-to-date report;
? coordinates activities relating to the annual audit;
? reviews management letter submitted by audit firm and prepares a
response under Trustee direction;
? ensures internal procedures comply with audit requirements;
? examines financial processes and determines if proper audit and fiscal
controls exist;
? communicates recommendations to trustee; and
? determines controls for work flow and ensures they are functioning
correctly.
Continued on next page
10/01/13 Staff Accountant 3
Essential Functions, Continued
Fiscal year
budget
Fiscal year budget responsibilities:
? prepares fiscal year budget;
? oversees preparation of fiscal year budget submitted to the U.S. Trustee
for approval;
? involves management team in the budgetary process;
? ensures accuracy of financial data;r