Job Description Summary:
The Philanthropy Compliance and Budget Manager will create and implement spending policies for special gift accounts and provide business management in all fiscal matters pertaining to budgetary control, accounting policies and procedures, financial analysis, projections, and special projects for the division of Development and Alumni Relations. This position will review gift fund requirements from an accounting and gift agreement perspective in order to assist University senior leadership with gift compliance. In addition, this role will have overall management of the division budget through administering the projections process, approving journal vouchers, reconciling funds, accounting for carry forward amounts, and compiling budget requests for the division. Assist the Director in high-level budget and salary planning and monitor and provide resolution to fund balance issues.
Bachelor's Degree in finance, accounting, management, business, or related field, or equivalent combination of education and/or experience. At least three years of experience in accounting, budget, finance, operations or compliance/due diligence related field. Knowledge of applied principles of accounting. Excellent managerial, analytical, critical thinking, and technical and planning skills. Must be able to work under pressure, manage a heavy workload with multiple deadlines and competing priorities, and succeed in a teamwork environment. Ability to communicate and present information in a clear and concise manner both in writing and verbally, strong interpersonal skills, and ability to work effectively across the organization at all levels, including high-level executives. Advanced proficiency in business applications, specifically Excel, and ability to generate reports and analysis. Ability to translate spending requirements and donor related regulations into operational policies and procedures. Excellent organizational and analytical skills.
Master's degree in Finance, Accounting, Business Administration, Public Administration, Education Administration or similar. Five years administrative experience in a complex academic or research environment. Prior experience in fund auditing or nonprofit accounting, preferably in a fundraising environment. Demonstrated knowledge of donor reporting for endowments and gift fund spending, access or SQL experience a plus.