The Wisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for the UW-Madison, is recruiting for an experienced finance professional to join our finance team. The Director of Financial Reporting is responsible for all internal and external financial reporting and audit functions, including establishment of related policies, procedures and controls designed to safeguard the organizations assets and to help assure timely and accurate financial data. This position is also responsible for coordinating budget and annual audit processes.
*The Wisconsin Foundation and Alumni Association is the “doing business as” name of the merged organization comprising the University of Wisconsin Foundation (www.supportuw.org) and the Wisconsin Alumni Association (www.uwalumni.com), whose legal corporate name is registered as the University of Wisconsin Foundation.
Financial Reporting Responsibilities
With other senior members of the finance team, participate in the development of an efficient and effective periodic full accrual closing process appropriately tailored to monthly, quarterly and year-end internal and external reporting needs.
Help identify specific needs of various stakeholders for periodic interim internal financial (and related) reporting; aid in the development of tailored reporting packages for specified stakeholders/users.
Coordinate all activities necessary to achieve defined reporting goals in a timely and accurate manner.
Quality Assurance / Internal Audit
Identify and coordinate quality assurance efforts related to underlying financial data used to generate all internal and external financial reports.
Complete, facilitate, organize and/or monitor all routine reconciliations of general ledger and underlying account balances.
Develop and maintain policies and procedures designed to safeguard the organizations assets and to help ensure the quality of underlying financial data.
Assist the CFO and/or other staff members with completion of various Finance projects as requested or assigned.
Coordinate WFAA’s annual audit, including preparation of related schedules, related supporting documentation, and analysis.
Participate in the preparation, delivery and execution of the annual budget, including meeting related internal reporting needs and objectives.
Assist with evaluation of budget variance analyses.
Coordinate timely and accurate completion of surveys.
Provide back-up support for various accounting and finance functions, as needed.
Human Resources Management
Determine staffing needs, design jobs, write/update job descriptions, allocate staff and assign/delegates duties accordingly, consistent with the WFAA budget and organization structure.
Recruit, interview and select highly talented and qualified staff for open positions.
Orient, train, mentor, coach and develop staff members, encouraging an appropriate level of independence and supporting professional growth.
Effectively lead change initiatives affecting staff.
Identify the current and long-term development/training needs of individuals and groups, and provide or facilitate access to appropriate development experiences. Approve professional development expenses.
Establish, delegate, communicate, monitor, and reinforce staff assignments, accountabilities, performance expectations and goals.
Provide ongoing feedback and recognition as well as periodic formal performance appraisals to staff as part of a comprehensive performance management system intended to inspire accountability, success, continuous improvement, and professional growth.
Collaborate with staff on their work, providing guidance, problem solving, insight, etc., to support their success.
Communicate, support and apply WFAA policies and procedures in collaboration with Human Resources and other management team members.
Review and approve expense reports, reinforcing the WFAA travel expense policy when necessary.
Manage staff schedules and timekeeping, including review / approval of schedule changes, timecards and time-off requests.
Develop and implement systems for identifying and satisfying communication needs of staff, including organizing and leading staff meetings.
Foster a positive work environment, characterized by open communication, collegiality, support, accountability and motivation to optimize staff performance, satisfaction/morale and retention.
Maintain Professional / Technical Knowledge
Develop and maintain advanced knowledge of all relevant accounting standards, regulatory requirements and systems, including familiarity with industry standards and best practices that may be applicable to WFAA.
Review professional publications, attend seminars and workshops, and participate in professional groups as circumstances require.
Support a service-oriented atmosphere in accordance with WFAA mission, values and philosophy
The University of Wisconsin-Madison has a transforming impact on students, alumni, and society;
Authentic, lifelong relationships and engagement with alumni, donors and friends are fundamental to sustaining the reputation and continued success of the University;
Philanthropy has an essential and growing importance on the future progress of UW-Madison;
The highest level of stewardship and fiduciary responsibility in financial, investment, data and gift administration is vital to maintaining trust with our stakeholders;
Diverse views, experiences and perspectives strengthen WFAA and the university community.
We are serious about delivering results;
We work together and with our campus partners as a team;
We are committed to alumni, donors, volunteers and others;
We are open-minded;
We create a positive work environment.
Other This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
This is an exempt, full time, supervisory position reporting to the Chief Financial Officer. We offer a competitive salary and an excellent benefit program.
Please contact Human Resources if you have any questions at firstname.lastname@example.org. Application deadline is July 17.
Mia Kahl Human Resources Wisconsin Foundation and Alumni Association (608) 308-5392 email@example.com
The Wisconsin Foundation and Alumni Association is an Equal Opportunity Employer
Bachelor’s degree in Accounting or related field of study, with strong preference toward CPA, CIA and/or other similar professional certifications.
A minimum of 7 years of related experience required, with at least three years of supervisory experience and a demonstrated record of strong leadership.
High language, mathematical, reasoning, and problem solving abilities.
Microsoft Office experience required, with a strong preference toward intermediate / advanced Excel skills. Basic query and report writing skills also required. Experience with integrated accounting systems and related utility software is also necessary.
High degree of written and oral communication skills required, including ability to recognize need for appropriate proactive and reactive interaction with other leaders and employees in various settings.
Ability to work independently is critical for this role.
Must be able to organize work priorities, multi-task, and meet established deadlines.
Must demonstrate a commitment to acquiring and maintaining changing/expanding knowledge base required to perform the duties outlined in this role.
The Wisconsin Foundation and Alumni Association promotes the welfare of and advances the objectives of the University of Wisconsin-Madison by encouraging the interest, engagement, and financial support of alumni, donors, and friends in the life of the University and with each other.