Senior Director of Foundation Financial Operations

Alumni Foundation; Warrensburg (MO); In loco; USD 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

Missouri Society of CPAs seeks a Senior Director of Foundation Financial Operations to lead finance across investment planning, audit oversight, gift processing, budgeting, and reporting for the Alumni Foundation. This role ensures compliance, strengthens internal controls, and guides strategic financial decisions.

The position partners with campus finance teams to align funds with donor intent and oversee endowment accounting, trusts, and CASE reporting standards.

Competenze

• Bachelor’s degree in accounting, finance, business administration or related field required.
• Five (5) years or more experience in accounting and/or finance required.
• Experience in non-profit accounting preferred.
• Experience in higher education/fund accounting preferred.
• Experience with FASB accounting standards preferred.
• Experience with IRS forms 990/990-T and IRS guidelines preferred.
• Experience with Charitable Remainder Annuity Trusts and Charitable Gift Annuities preferred.
• Experience in endowment accounting and unitized investment pools preferred.
• Experience with CASE reporting standards preferred.

Mansioni

• Provide strategic leadership, management, and planning for all areas of finance including investment planning, audit oversight, gift accounting and processing, fiscal operations, budgeting and forecasting, general and fund accounting, reporting and analysis.
• Support Alumni Foundation growth by providing counsel on financial operations and investments and by delivering data-driven reports and presentations for executive decision-making.
• Create and manage division budget and establish operational metrics to measure productivity.
• Ensure financial management processes support ongoing and future needs of the Alumni Foundation and comply with policies and procedures.
• Oversee gift acceptance, ensure policies reflect compliance and best practices, and coordinate with executive and financial leadership.
• Collaborate with campus partners to ensure funds are used timely and in line with donor intent; act as liaison to Alumni Foundation Board Finance/Audit/Investment committees.

Conoscenze

Financial leadership

Nonprofit accounting

Strategic planning

GAAP knowledge

Board reporting

Formazione

Bachelor’s degree in accounting/finance/business administration or related field

Strumenti

Fund accounting software

Descrizione del lavoro

This position will provide strategic leadership, management, and planning for all areas of finance to include: investment planning, audit oversight and management, gift accounting and processing, fiscal operations, budgeting and forecasting, general and fund accounting, reporting and analysis, Foundation scholarship management, policy development, internal controls and support services related UCM Alumni Foundation and University Advancement financial matters. Help facilitate the Alumni Foundation's growth by providing support and counsel on strategic and operational issues and needs related to financial operations and investments. Perform analyses and support executive decision-making through data-driven reports and presentations on financial resources, cash flows, return on investment, and progress toward goals. Create and manage division budget and establish operational metrics that measure productivity. Ensure financial management processes are in place to support the ongoing and future needs of the Alumni Foundation. Manage the timely and accurate processing of philanthropic gifts and pledges as well as campaign and donor reporting, while continuously improving policies and procedures to facilitate compliance and information exchange. Serve as the first "clearinghouse" for gift acceptance, ensuring that gift-acceptance policies and agreements reflect compliance and best practices and are vetted by appropriate executive and financial leadership. Create and maintain fiscal policies and procedures to not only protect Alumni Foundation and University assets and the privacy of our constituents but also to ensure that there is continuity of services provided in the event of extended absences of personnel. Ensure good accounting practices with Alumni Foundation systems and University accounting software. Collaborate with campus partners to ensure funds are used in a timely and appropriate manner to fulfill donor intent. The Senior Director of Foundation Financial Operations is the key staff liaison for the Alumni Foundation Board of Directors Finance, Audit and Investment committees. The position is also an important partner to campus finance departments regarding management of Foundation funds.

Education:

• Bachelor’s degree in accounting, finance, business administration or related field required.

Experience:

• Experience: Five (5) years or more experience in accounting and/or finance required.
• Experience in non-profit accounting preferred.
• Experience in higher education/fund accounting preferred.
• Experience with FASB accounting standards preferred.
• Experience with IRS forms 990/990-T and IRS guidelines preferred.
• Experience with Charitable Remainder Annuity Trusts and Charitable Gift Annuities preferred.
• Experience in insurance and trusts preferred.
• Experience with endowment accounting and unitized investment pools preferred.
• Experience with CASE reporting standards preferred.

Supplemental Information

• Must meet bonding requirements.
• Credit check required.
• Irregular work hours are occasional. Must be able to work additional hours during calendar year-end, fiscal year-end, and audit to meet IRS deadlines and to complete other special projects as needed. This results in limited time off during calendar year-end (January), and fiscal year-end (June – August).