Foundation Operations and Compliance Manager

Agency

Department

The Foundation Operations and Compliance Manager will serve as a critical link between Texas A&M University-San Antonio and the A&M-San Antonio Foundation ensuring the effective use management oversight and stewardship of endowed and restricted funds. This new position is responsible for maintaining compliance with donor intent facilitating accurate gift and endowment reporting and supporting the operational infrastructure of the foundation. While not a frontline donor relations or stewardship role this position plays a vital behind-the-scenes role in maintaining donor trust and institutional accountability.

Responsibilities:
Compliance & Reporting

• Monitor and review the use of endowed and restricted current-use funds to ensure alignment with donor intent as outlined in gift agreements.

• Maintain accurate records of gift agreements amendments and appointment letters/terms for academic holder appointments (e.g. endowed professorships) and fund restrictions.

• Ensure all gift agreements reflect appropriate and compliant language aligned with donor expectations and System and university policies.

• Work collaboratively with Academic Affairs Athletics Student Affairs Enrollment Management Finance and Administration and the Financial Aid office to verify appropriate fund disbursement.

• Generate attractive customized annual and on-demand endowment and restricted fund use reports to complement financial reports for internal stakeholders and external donors.

• Support the Division of Finance and Accounting with audit and financial review processes related to the foundation endowed funds and restricted gift activity.

• Identify and address underutilized or misaligned fund usage recommending corrective actions or alternative strategies as needed to support transparent communications with donors.

• Collaborate with Financial Aid and Scholarships to ensure student awards from donor-supported scholarships comply with criteria outlined in agreement.

Foundation Operations

• Assist in the development review and implementation of operational policies and procedures that promote transparency and stewardship of philanthropic assets.

• Coordinate gift reconciliation processes between the university and foundation ensuring accurate and timely recording of gifts.

• Partner with accounting and finance teams to ensure accurate financial reporting of philanthropic assets and compliance with GAAP and GASB standards.

• Provide operational support for foundation board meetings including preparing reports and presenting on fund activity and compliance matters as needed.

University/Foundation Liaison

• Serve as the primary liaison between the university and foundation for issues related to endowment fund use gift agreements and fund stewardship.

• Facilitate effective communication and alignment between academic units administrative departments and the foundation regarding fund usage and compliance.

• Support training and outreach efforts to campus stakeholders to increase understanding of fund restrictions and compliance requirements.

Required Education and Experience:

• Bachelors degree in applicable field or equivalent combination of education and experience.

• Five (5) years of related experience.

Preferred Education and Experience:

• Bachelors degree in accounting finance nonprofit management or a related field.

• Five (5) years of experience in higher education foundation nonprofit finance or related compliance roles.

• Experience working in a university-affiliated foundation or advancement team.

Knowledge Skills and Abilities:

• Demonstrated understanding of endowment management donor stewardship principles and fund compliance.

• Strong analytical problem-solving and diplomatic communication skills.

• Ability to navigate complex organizational structures and work collaboratively across divisions and departments.

• Familiarity with donor database systems (e.g. Raisers Edge Salesforce Advance or similar).

• Knowledge of standards related to nonprofit and endowment accounting.

• Commitment to donor intent and stewardship of philanthropic support.

• Attention to detail and commitment to accuracy.

• Strong ethical standards and judgment.

• Ability to manage multiple priorities and meet deadlines.

• Exceptional interpersonal and collaboration skills.

• Proactive approach to problem-solving and process improvement.

ApplicantInstructions:

All positions are security-sensitive. Applicants are subject to a criminal history investigation and employment is contingent upon the institutions verification of credentials and/or other information required by the institutions procedures including the completion of the criminal history check.

Equal Opportunity/Veterans/Disability Employer.