Project Manager Fund Optimization Compliance

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Job Summary

Reporting to the Associate Registrar Enrolment Services and Administration the Project Manager Fund Optimization & Compliance (Project Manager) will lead a universitywide project aimed at reviewing and revising slowmoving funds within the institutions advancement and financial framework.

The Project Manager is highly skilled with strong project management stakeholder engagement and financial analysis skills to ensure that dormant and underutilized funds align with institutional priorities and donor intent. The Project Manager ensures best practices are applied throughout the projects lifecycle by actively coordinating and executing project management deliverables and change management initiatives. The Project Manager assumes responsibility for project outcomes timelines milestones and budget and must carefully monitor all aspects of the operational objectives of the assigned projects. The Project Manager will collaborate with key stakeholders including university advancement finance and legal teams to develop and implement solutions for fund optimization that support the universitys mission and longterm financial sustainability.

Job Description

KEY RESPONSIBILITIES:
Lead the planning and direct all aspects of the comprehensive project plans for reviewing and revising slowmoving funds in alignment with the universitys financial and philanthropic goals.
Manage all phases of the project life cycle from initiation through implementation. Engage crossfunctional teams throughout the project process to gain and establish buyin build project plans and manage /implementation to meet or exceed deadlines. Ensure quality assurance is conducted on all key project deliverables.
Perform highlevel analysis conduct detailed research interpret and analyze data and information cultivate constituent relationships and prepare various documentation (i.e. correspondence reports presentations and briefing notes).
Identify and assess inactive or underutilized funds ensuring compliance with donor intent and university policies.
Work closely with university finance and advancement teams to analyze fund balances restrictions and historical usage.
Serve as first point of contact for projects to the end of the implementation phase. Refer highly complex and/or sensitive matters along with collected background information and recommendation for problem resolution to the Associate Registrar Enrolment Services and Administration or others as needed.
Collaborate with senior leadership faculty staff and external partners to support the priorities of the project and university. Actively manage key business constituents expectations and monitor satisfaction levels.
Develop and implement a stakeholder engagement strategy/communications plan.
Collaborate with others to establish and maintain policies and procedures creates and maintains project documentation disseminates information on a timely basis coordinates project activities.
Contribute to the strategic direction resource allocation planning operational planning and provides leadership to those resources who contribute to the projects. Provides strategic and tactical advice as well as guidance and coaching to the project resources.
Develop project plans to implement strategic recommendations for fund repurposing consolidation or reallocation to enhance the universitys financial flexibility. Manage resources and risks to achieve project plan timelines and goals regularly reporting on progress. Monitor and report on progress against established program and initiative key performance indicators to demonstrate the effectiveness of improvement initiatives.
Ensure adherence to university governance policies financial regulations and best practices in fund management.
Conduct postimplementation reviews to identify key learnings and opportunities for improvement creates summary report of findings and recommendations to share with key stakeholders.
Promote a culture of inclusion with a commitment to the universitys equity diversity inclusion and Indigenization Initiatives designed to foster an inclusive supportive and welcoming work environment.
Prepare reports and presentations for university leadership highlighting progress challenges and proposed solutions.
Facilitate meetings workshops and training sessions to educate university stakeholders on fund revision strategies.
Plans prioritizes and manages the work of employees providing strategic and tactical advice guidance and coaching. Identifies the need for staff resources participates on staffing committees and makes effective recommendations regarding employee selection.
Manages performance by establishing performance standards reviewing and evaluating performance and conducting formal performance reviews on an ongoing basis.
Assesses staff training and development needs and ensures that employees receive training required to improve and sustain successful performance.
Investigates addresses and resolves employee/labour relations issues including disciplinary matters. Makes decisions or effective recommendations on matters involving possible discipline discharge and probationary termination.
Support other activities as assigned.

REQUIRED QUALIFICATIONS:
University degree combined with several years of progressive project management experience coordinating multiyear projects that involve crossfunctional systems creating estimates (timeframes budgets resources etc. as well as creating process workflow/information flow maps and performing risk analyses and proposing risk mitigation strategies.
Several years of experience in project management financial analysis or fund management within a university nonprofit or financial institution.
Experience with donorrestricted funds endowment management or philanthropic compliance is highly desirable.
Familiarity with university advancement fundraising and financial operations.
Demonstrated skill with business process management and mapping methodologies and tools. Lean Six Sigma or project management certification is an asset.
Strong knowledge of trust law particularly charitable trust compliance as well as familiarity with the Office of the Public Guardian and Trustee regulations to ensure proper management of trustbased gifts and donor intent.
Consideration will be given to an equivalent combination of education and experience.

SPECIAL SKILLS:
Project Management: Proven ability to develop execute and manage complex multistakeholder projects. Project Management Professional (PMP) certification is a plus. Adapts to change quickly and works with the project team to identify/overcome challenges maintains momentum to meet milestones.
Financial Analysis & Fund Management: Strong ability to assess fund usage interpret financial statements and ensure alignment with donor intent and institutional priorities.
Compliance & Governance: Knowledge of financial regulations donor compliance requirements and university governance policies.
Stakeholder Engagement: Strong interpersonal skills to collaborate with finance advancement legal and academic departments. Ability to communicate effectively with both financial and nonfinancial audiences. Persuades convinces or gains the commitment from key stakeholders by using effective influencing strategies.
ProblemSolving & Strategic Thinking: Ability to identify issues with slowmoving funds and develop actionable solutions for optimization.
Communication & Reporting: Experience preparing reports presentations and recommendations for senior leadership.
Technology Proficiency: Familiarity with financial systems donor databases (e.g. Advance or similar) and data visualization tools (e.g. Tableau..

DECISION MAKING:
Provides independent advice and guidance on project matters recommending key initiatives and improvements with suitable performance metrics. Escalate complex or sensitive issues to the Associate Registrar Enrolment Services and Administration or professional services leaders as needed.
Manage and prioritize the project teams workload based on shifting priorities. Assign resources effectively monitor progress assist with problemsolving and guide the team towards the timely and accurate completion of tasks.
Make daily decisions to advance project initiatives ensuring the teams activities align with program goals.
Provide expert advice on managing initiatives and contribute to the strategic planning of the projects longterm goals.
Organize and facilitate engagements with key members of the Queens community determining the appropriate format approach and content.
Evaluates job candidates and makes effective recommendations on suitable hires.
Makes decisions and/or effective recommendations regarding transfers and promotions.
Evaluates employee performance and decides on appropriate training or coaching to address lack of proficiency in carrying out responsibilities or remedial action for staff disciplinary situations.
Assesses investigation outcome of grievances and makes effective recommendations on appropriate course of action or next steps on grievances.
Makes effective recommendations on level of discipline up to discharge and probationary
termination.

Employment Equity and Accessibility Statement

The University invites applications from all qualified individuals. Queens is committed to employment equity and diversity in the workplace and welcomes applications from women visible minorities Aboriginal Peoples persons with disabilities and persons of any sexual orientation or gender identity. In accordance with Canadian Immigration requirements priority will be given to Canadian citizens and permanent residents.

The University provides support in its recruitment processes to all applicants who require accommodation due to a protected ground under the Ontario Human Rights Code including those with disabilities. Candidates requiring accommodation during the recruitment process are asked to contact Human Resources at .