Fund Management Senior Associate

Ohio State University; United States; On-site; USD 59,000 - 72,000; Full time

Job summary

The Ohio State University seeks a Fund Management Senior Associate to lead financial accountability for donor-funded funds within the Donor Experience team of the College of Arts and Sciences Advancement. You will coordinate with fund administrators and department leadership to ensure funds are used per donor restrictions and improve internal processes through data-driven insights.

Responsibilities include reviewing funds, communicating policy guidance, and supporting stewardship efforts across

Qualifications

• Bachelor’s degree or equivalent combination of education/experience.
• Two years of experience in development and/or stewardship, operations, or financial activities, or related experience.
• Experience communicating financial data clearly to diverse stakeholders.
• Experience using Excel and Tableau for data reporting and analysis.

Responsibilities

• Defines and implements methods for ensuring financial accountability of donor-supported funds, coordinating with multiple university partners to ensure donor restrictions are met.
• Advises faculty and staff on university financial and gift policies, guides internal processes, and supports continuous improvement initiatives.
• Other duties as assigned.

Skills

Financial data analysis

Communication skills

Organizational skills

Project management

Interpersonal skills

Data visualization

Education

Bachelor's degree

Tools

Microsoft Excel

Tableau

Job description

Job Title

Fund Management Senior Associate

Position Overview

The Fund Management Senior Associate is part of the Donor Experience team within the College of Arts and Sciences Advancement office and is responsible for leading and implementing effective methods for ensuring financial accountability of donor-supported funds, working closely with fund administrators, and department/unit leadership across the college. They will support the review of funds and communicate with fund administrators to ensure funds are utilized as intended and help to simplify and resolve issues related to financial and gift policies. The successful candidate will be a self-motivated individual with the ability to learn and convey strong knowledge of financial and gift policies. Excellent skills in working with and communicating financial data and intermediate level experience with Microsoft Excel and data analysis software such as Tableau are also desired. They will operate with a high degree of independence, decision-making capabilities, judgment, and consistency. They must be able to manage multiple projects at once, have strong customer service orientation, experience building collaborative relationships and have strong written, verbal, and follow-up communication skills. The Senior Associate must operate with a high degree of organization, attention to detail, critical thinking and creativity. They must have polished interpersonal skills and be capable of interacting successfully with key stakeholders. All members of External Affairs are part of creating a culture that inspires an exceptionally multifaceted and talented team and are expected to exhibit The Ohio State University’s Shared Values. The Office of External Affairs is committed to acting with kindness, respect, and integrity at all times and welcoming our colleagues’ ideas, voices, and perspectives, acknowledging that we are better together.

Duties and Responsibilities

• 65% Defines and implements effective methods for ensuring financial accountability of donor-supported funds. Works closely with colleagues in development and across the university including but not limited to reporting services, Foundation partners, financial services, college development and donor experience staff, college fiscal staff, student financial aid, and other partners to ensure funds are utilized in accordance with specific donor restrictions governing the funds. Identifies data requirements to support stewardship strategies and helps ensure information is readily available to report to donors and other stakeholders about donor supported funds and their impact. Compiles, analyzes, and monitors fund data and proactively identifies and researches potential issues. Supports college development, stewardship, and fiscal staff in reviewing development funds and communicating about stewardship. Coordinates and convenes meetings to review fund balances and develop spending plans as appropriate. Monitors pending/endowed funds to ensure required funding levels are reached; works with development/stewardship officers to determine appropriate alternatives if required funding is not reached.
• 25% Advises faculty and staff including but not limited to development staff, fiscal staff, fund administrators about relevant university financial and gift policies. Partners with office of Gift Agreement and Endowment Services to resolve specific issues or concerns about donor-supported funds, on behalf of donors and the university. Remains current on gift policies. As an active member of the Donor Experience team, helps to guide strategies and participate in projects to improve internal and external processes based on best practices from the office of Gift Agreement and Endowment Services.
• 10% Other duties as assigned.

Required Qualifications

• Bachelor’s degree or equivalent combination of education/experience.
• Two years of experience in development and/or stewardship, operations, or financial activities, or related experience.

Desired Qualifications

• Experience in higher education advancement, including university gift management.
• Familiarity with endowment and current-use fund types, and understanding of related spending policies.
• Experience providing guidance on appropriate fund usage to support departmental or unit-level decision-making.
• Experience working with Ohio State’s customer relationship database software systems.
• Experience in program planning and administration.

YOU NEED TO KNOW

Aside from the unparalleled benefits of working for The Ohio State University and working in the vibrant, smart, enjoyable, and growing city of Columbus, Ohio, this opportunity provides exceptional rewards that arise from working for an institution doing worldwide life-changing research and outreach. Learn more here: https://hr.osu.edu/careers/

In accordance with the Disaster Preparedness and University State of Emergency Policy 6.17 this position has been designated as a standby position.

Additional Information

To learn more about the Office of Advancement, please visit advancement.osu.edu.

The budget for this position is up to $65,645.35. The offer for this position will be based on internal equity and the candidate's qualifications.

Function: Development and Engagement

Sub-function: Donor Experience

Career Band: Individual Contributor – Specialized

Career Level: S2

Location: Jennings Hall (0014)

Position Type: Regular

Scheduled Hours: 40

Shift: First Shift

Final candidates are subject to successful completion of a background check. A drug screen or physical may be required during the post offer process.

Thank you for your interest in positions at The Ohio State University and Wexner Medical Center.

We offer roles and growth opportunities in countless fields and specialties — including a job that’s right for you. Ohio State benefits give you options to take care of what matters most to you — and opportunities to make adjustments as your life and needs change, including:

• Medical, dental and vision coverage, with Ohio State paying a significant portion of the cost.
• Paid time off, including sick and vacation time and 11 holidays.
• State retirement plan or an alternative retirement plan, both with generous employer contributions.

The university is an equal opportunity employer, including veterans and disability.

Working at Ohio State means you’re part of a team with a strong sense of community and an unwavering commitment to excellence — and, of course, incomparable Buckeye spirit.