Temporary Fund Auditor and Compliance Manager - University Advancement

Pacific University; Forest Grove (OR); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Generous PTO

Medical coverage

Retirement contribution

Tuition remission for employees

On-campus facilities access

Job summary

Pacific University is seeking a Temporary Fund Audit and Compliance Manager to lead a time-limited project. You will review endowed and current-use funds, align documentation, and strengthen policies in collaboration with Advancement, the Business Office, and Financial Aid.

This role focuses on clarifying donor intent, aligning fund coding with departments, and preparing for potential institutional changes.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Significant experience in advancement operations, fund administration, finance, audit, compliance, or related higher education operations.
• Experience working with restricted funds, scholarships, endowments, or donor documentation.

Responsibilities

• Audit endowed and current-use funds; build a master fund inventory.
• Assess fund documentation, status, restrictions, balances, and related records.
• Coordinate with campus partners to clarify awarding guidance and escalation pathways.
• Match funds to donor agreements, MOUs, amendments, and related records.
• Recommend updates to fund coding, ownership, and internal descriptions.
• Document current-state workflows and close communication gaps.

Skills

Analytical thinking

Project management

Collaboration

Policy interpretation

Education

Bachelor’s degree or equivalent

Tools

Raiser’s Edge

Box

University financial systems

Job description

Temporary Fund Auditor and Compliance Manager - University Advancement

Overview

Category

Faculty and Staff

Description

Pacific University achieves excellence and distinction by investing in exceptional people to think, care, create, and pursue justice in our world. We embrace discovery in a close and nurturing environment that leads to genuine transformation. Our community is diverse, sustainable, and dedicated to discovery and excellence in teaching, scholarship, and practice.

At Pacific University, we thrive in an extraordinary environment, surrounded by the beauty of the great Pacific Northwest, with campus locations inForest Grove and Hillsboro. We humbly acknowledge and thank the original caretakers of the lands on which we live, work, teach, and acquire and share knowledge.

GENERAL DESCRIPTION OF POSITION:

The Temporary Fund Audit and Compliance Manager will lead a time-limited, high-priority project to review, align, and strengthen the university’s administration of endowed and current-use funds. Working in close partnership with Advancement, the Business Office, Financial Aid, and other campus stakeholders, this position will assess fund documentation, organizational alignment, scholarship compliance, financial usability, stewardship implications, and administrative processes.

The position will help ensure that Pacific’s philanthropic funds are accurately documented, properly administered, aligned with the university’s current structure, and ready to support future fundraising and stewardship activity. The role will also help prepare the university for future institutional integration by improving the clarity, consistency, and documentation of fund administration practices before broader institutional integration questions arise.

ESSENTIAL FUNCTIONS/MAJOR RESPONSIBILITIES:

Fund Audit and Review

• Conduct a comprehensive audit of endowed and current-use funds
• Build and maintain a master fund inventory
• Review fund purpose, status, restrictions, balances, and related documentation
• Identify inactive, outdated, duplicate, unclear, or administratively unusable funds

Scholarship Compliance Review

• Prioritize review of scholarship funds needed for near-term awarding cycles
• Assess scholarship criteria and fund documentation for policy and compliance concerns
• Coordinate with campus partners to clarify awarding guidance and escalation pathways
• Support resolution planning for scholarships requiring additional review

Documentation and Donor Intent

• Match funds to gift agreements, fund descriptions, MOUs, amendments, and related records (within Raiser’s Edge and Box)
• Flag missing, inconsistent, or outdated documentation
• Identify cases where current fund administration may not align with donor intent or university policy (or proposed policies)
• Recommend next steps for clarification, amendment, or review

Restructure Alignment

• Review all funds in light of the university’s current academic and administrative structure
• Recommend updates to fund coding, ownership, and internal descriptions
• Coordinate with campus partners to align funds with current departments, schools, colleges, and programs
• Assess budget reporting for future access and monitoring

Process Mapping and Cross-Functional Alignment

• Partner with Advancement, Business and Budget Office, Financial Aid, and other stakeholders to document current-state workflows
• Identify gaps, inefficiencies, and breakdowns in communication, handoffs, and decision-making
• Recommend and support improved processes for fund setup, scholarship awarding, expenditure review, reconciliation, stewardship, and reporting
• Draft or revise procedures, guidance documents, and process maps

Finance and Operations Coordination

• Partner with Business Office staff to reconcile fund information between Advancement systems and university financial records
• Support clarification of fund availability and expenditure rules
• Recommend improvements to workflow, documentation, coding, and review processes

Policy and Stewardship Support

• Help develop updated procedures and recommendations for fund administration
• Support stewardship reporting improvements tied to more accurate and consistent fund data
• Identify downstream implications for annual donor reports and related communications

Campaign and Merger Readiness

• Identify funds and procedures requiring improvement before expanded campaign activity
• Help develop cleaner standards for future gift agreements and fund setup
• Document future-state considerations related to institutional complexity, including merger planning for future institutional integration
• Prepare final recommendations regarding long-term staffing, governance, and maintenance of this function

Qualifications

EDUCATION AND/OR EXPERIENCE:

• Bachelor’s degree or equivalent combination of education and experience
• Significant experience in advancement operations, fund administration, finance, audit, compliance, or related higher education operations
• Experience working with restricted funds, scholarships, endowments, or donor documentation

REQUIRED KNOWLEDGE, SKILLS, ABILITIES & BEHAVIORS:

Required Qualifications

• Strong analytical, organizational, and project management skills
• Ability to interpret policies, agreements, and financial data accurately
• Strong written and verbal communication skills
• Ability to work collaboratively across multiple offices and functions
• Strong judgment and discretion in handling sensitive donor and institutional matters

Preferred Qualifications

• Experience in higher education advancement operations
• Experience with scholarship administration or compliance review
• Experience reconciling advancement and finance records
• Experience developing policies, procedures, and cross-functional workflows
• Experience preparing organizations for campaign growth or institutional change
• Experience with advancement CRM systems and university financial systems

Success Measures

• Completion of full fund inventory
• Completion of OCR-priority scholarship review needed for summer awarding
• Percentage of active funds matched to documentation
• Percentage of funds aligned to current university structure
• Number of policy/procedure updates completed
• Completion of process maps and future-state workflow recommendations
• Reduction in unresolved fund ownership, coding, or usability issues
• Delivery of campaign-readiness and long-term staffing recommendations

WORKING CONDITIONS:

Office setting.

PHYSICAL REQUIREMENTS:

_X_Sedentary work _X_Light work __Medium work __Heavy work __Very Heavy work __Visual acuity

Application Process

Applicants must be legally authorized to work in the United States at the time of hire and continue to work without employer visa sponsorship, now or in the future.

At Pacific University, we are dedicated to offering experiences that are authentic, holistic, equity-minded, and responsive. Our communal success rests on the recognition that complex problems and effective solutions are best approached by teams with a variety of diverse perspectives. and life experiences. and

Studieshaveshownthat women and people of color are less likely toapplyfor jobs where they are unsure if they can perform everyfunction in thejobdescription. We are most interested in finding the best candidate for thejoband that candidate may come from a variety of backgrounds and lived experiences. If you are interested inapplying, we encourage you to think broadly about how your background and skill set may qualify you for the role.

We, who make up Pacific University, aspire to become a community of purpose where everyone is enabled to be wholly and comfortably who they are; accountable for inclusive behaviors and practices; built on trust, civility, care, openness, and honest conversations often around critical subjects. We know that these values are critical to prepare for a global world with complex problems, through an asset-based mindset so that everyone is afforded an opportunity to succeed. We believe in fostering a workplace where every employee is respected, their contributions are valued, and they are provided opportunities to succeed.

COMPENSATION AND BENEFITS

We offer a comprehensive benefits package for qualifying employees. Current benefits include:

• Generous paid time off (for vacation, holidays—including winter break—and sick leave)
• Medical coverage with alternative care options (with in-network services covered at 100% after payroll deduction)
• Generous retirement contribution after one year of service with no match required
• Free mental health appointments
• Tuition remission for employees and their dependent child(ren) who meet eligibility requirements
• On-campus benefits, including free access to our sports facility and library
• Discounts on campus food, bookstore purchases, clinic services.

EQUAL OPPORTUNITY EMPLOYMENT

Pacific University is an Equal Opportunity Employer and is committed to complying with all applicable laws, including those concerning employment and workplace policies. We are committed to fostering a non-discriminatory and inclusive work environment. We are proud to encourage applications from individuals of all backgrounds, including those from historically underrepresented groups.

NOTICE OF NONDISCRIMINATION POLICY

Pacific University makes all employment decisions without regard to race, color, national or ethnic origin, ancestry, age, religion or religious creed, disability, sex, gender identity and/or expression, sexual orientation, military or veteran status, or any other characteristics protected by applicable law. Applicable laws include, but are not limited to, Title IX of the Education Amendments of 1972, Section 504 of the Rehabilitation Act of 1973, Title VII of the Civil Rights Act of 1964, the Age Discrimination Act, and the Americans with Disabilities Act of 1990. Questions or complaints may be directed to the Vice President for Academic Affairs at 2043 College Way, Forest Grove, OR 97116 or via email at [e-mail].