Comptroller Foundation

Compensation

$104180.00 Annual

Job Description Summary

The application deadline for this position is 11:59pm EST on April 25 2025.

The Office for Advancement provides leadership and coordination in developing activities and external support associated with gifts to enhance student recruitment/retention and create institutional impacts through philanthropic support. This includes cultivating philanthropic partnerships and individual giving; planning and directing fundraising campaigns; promoting annual giving; planning and coordinating comprehensive and capital campaigns; coordinating planned and deferred gifts; promoting employee and Alumni stewardship; and facilitating donor recognition events. Additionally the Office for Advancement provides administrative support to the Foundation which encourages and sustains longterm relationships with compassionate alumni friends and businesses with generous hearts. SFs generous donors support the mission and vision of the college and as such bring about tranSFormational change throughout our communities.

The Foundation Comptroller oversees the fiscal operations of the Santa Fe College Foundation a Direct Support Organization (DSO) of SF and has responsibilities in financial reporting budgeting accounting internal controls managerial analysis investment opportunities decision support and account transactions. The Comptroller is responsible for the daily administration and oversight of the Foundations investments and cash management and consults regularly with personnel on matters relating to investment and the management of the Foundations financial assets. The Comptroller ensures compliance with the IRS nonprofit rules College guidelines Florida State laws Governmental Accounting Standards Board (GASB) regulations and various other funding agencies and regularly provides reliable financial information to the Foundation members of the college and government entities. The Comptroller exercises professional judgement in Advancement and Foundation policy formulation financial management and reporting investment analysis and portfolio management to ensure accuracy and compliance and has a working knowledge of the Foundations internal operations grants and policies.

Job Description

Responsibilities and Duties Include:

• Serves as a senior leader within the Office for Advancement and the Foundation assisting with overall organizational management strategic planning forecasting policy recommendations capital asset management and internal systems.

• Oversees the accounting and financial operations of the Foundation to include supervising daily accounting and financial activities processing and analyzing financial transactions and facilitating financial audits.

• Develops and maintains robust internal controls to ensure accurate financial reporting and compliance for the Foundation including the management of financial software and systems.

• Manages the Foundations marketable securities portfolio in collaboration with the Vice President and external investment managers.

• Provides executivelevel support to leadership in the development and implementation of special projects and emerging capital needs; presents financial information to key stakeholders.

• Develops and implements a fiscally sound financial budget that meets the needs of the Foundation and of future financial endeavors in collaboration with the Vice President; works with the VP to integrate financial considerations into the broader business strategy.

• Utilizes risk management models analyzes budgetary limits and predicts how much money will be required to allocate assets to meet SF and Foundation goals and complete projects.

• Implements an approved asset allocation model for the portfolio with the approval and direction from the Vice President and Executive Director of the Foundation.

• Coordinates prepares and facilitates the annual external financial audit of the Foundation including drafting financial statements preparation of notes to financial statements as well as the accompanying management discussion and financial statement analysis.

• Maintains the privacy security and confidentiality of donor records and other sensitive information according to appropriate state federal and college regulations policies and procedures.

• Supports donor cultivation outreach and management including fundraising for student benefits.

• Collaborates with internal constituents to successfully compete for public resources and ensures accurate donor records are kept and that every gift is properly recognized.

• Provides opportunities for (prospective) donors to interact meaningfully with SF students communicate the various ways they can impact SF students lives and educate them on the colleges various educational programs.

• Manages the SF Art Collection which includes the Hector Puig Art Collection >5000 pieces) the World Record Letter Opener collection and several other art pieces from a variety of smaller collections.

• Evaluates potential investment opportunities to make recommendations about the various invest options and prepares financial reports and financial models to predict potential cash inflows.

• Supports the management of Santa Fe College Foundation assets including real estate negotiable paper stocks bonds and liquid funds.

• Manages the Foundations real estate investments with the Vice President and provides guidance to external property managers concerning the monthly reporting requirements necessary to maintain adequate financial controls.

• Ensures accurate financial data for donor stewardship and institutional reporting and prepares and submits reports to state and local agencies.

• Stays abreast of changes and updates to financial regulations as well as federal state local and corporate tax laws and policies for 501(c)3 organizations; ensures compliance with all relevant financial regulations to avoid legal pitfalls.

• Maintains fiduciary relationships and fulfills fiduciary responsibilities in a manner commensurate with the highest standards of the College meeting all federal state and local audits and reviews.

• Complies with all published College Rules procedures guidelines and laws/regulations governing public employees including but not limited to those related to document retention and destruction FERPA and confidentiality.

• Strictly honors the privacy security and confidentiality of student records and other sensitive information according to appropriate state federal and college regulations policies and procedures.

• Provides service excellence through courteous informed accessible and professional engagement.

• Performs other duties as assigned.

Reports to: Vice President for Advancement and Chief Philanthropy Officer

QUALIFICATIONS

Required: A bachelors degree in accounting finance economics or businessrelated field from an accredited institution with at least six 6 years of professional work experience in areas of accounting financial management investment analysis financial reporting and portfolio management. Prior supervisory experience at the intermediate or senior level is also required.

Additional Requirements: A criminal background check will be conducted.

Preferred: Certified Public Accountant (CPA) licensure with a working knowledge of GASB accounting principles as well as grants accounting reporting rules and regulations. Certified Chartered Financial Analyst (CFA) with experience in the evaluation acquisition and implementation of specialized accounting and reporting applications.

General Knowledge Skills and Abilities

• Ability to work successfully in a multicultural environment.

• Adaptability to Change able to be flexible and supportive able to positively and proactively assimilate change in rapid growth environment.

• Analytical Aptitude & Problem Solving able to analyze information problems situations practices and/or procedures collect and interpret data reason logically establish facts identify and define existing and potential issues recognize the interrelationships among elements draw valid conclusions develop recommendations as well as alternative courses of action select appropriate course follow up and evaluate.

• Communication able to effectively communicate in a professional diplomatic empathetic and tactful manner using preferred method and level as applicable to the job.

• Critical Thinking & Judgement able to make wellreasoned sensible and timely decisions based on careful objective review and informed analysis of available information considerations and other factors.

• Customer Service ability to respond promptly and courteously to all questions from students and faculty demonstrating patience and persistence when helping students with little or no computer skills.

• Ethics able to demonstrate integrity professionalism civility and a high degree of ethics in all jobrelated actions.

• Organization & Time Management able to plan schedule and organize tasks related to the job to achieve goals within or ahead of established time frames.

• Problem Solving proven skills in identifying issues determining their cause developing creative solutions and following through with implementing resolutions.

• Relationship Management able to personally provide high level of interactive service to others building relationships and addressing identified needs.

• Results Orientation proven ability to set and exceed established targets.

• Systems & Software proficient level of knowledge of Microsoft Office and/or relevant position software programs.

• Detail Oriented Proven accuracy and attention to detail.

• Multitask Ability to expeditiously organize coordinate manage prioritize and perform multiple tasks simultaneously to swiftly assess a situation determine a logical course of action and apply the appropriate response.

Application Process: All applicants must submit a completed online SF application a letter of intent an uptodate resume/curriculum vitae and unofficial academic transcripts (if applicable) to be considered for this position. Unofficial transcripts are only accepted for review purposes official transcripts are required prior to any offer of employment being made.

If you are a retiree of the Florida Retirement System (FRS) please check with the FRS on how your current benefits will be affected if you are reemployed with the State of Florida. Your current retirement benefits may be canceled suspended or deemed ineligible depending upon the date of your retirement.

Santa Fe College (SF) is committed to maintaining a work and educational environment that embraces diversity and where no member of the college community is excluded from participation in denied the benefits of or subject to discrimination in any college program or activity based on: their race ethnicity national origin color religion age disability sex pregnancy status gender identity sexual orientation marital status genetic information political opinions or affiliations or veteran status. This commitment applies to employees volunteers students and to the extent possible to third parties applicants for admission applicants for employment and the general public. regarding nondiscrimination policies or concerns about discrimination or harassment including concerns about sexual harassment or sexual violence under Title IX should be directed to:

Santa Fe College reserves the right to extend deadlines and/or not to offer advertised positions. Preference will be given to eligible veterans and spouses of veterans.