Foundation Fund Manager
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Job Location:
Monthly Salary:
Posted on:
10 days ago
Vacancies:
1 Vacancy
Job Summary
This position is responsible for the USF Foundations Fund Management processes. Review and process fund setup and maintenance signer approvals purpose changes annual Code of Ethics process and Advancement requests. This position will also represent Fund Management in various meetings within the department and across colleges and in Training Sessions provided by the USF Foundation.
Responsibilities
Foundation Fund Management New Funds Review all gift agreements grants Scholarship criteria worksheets and Fund Data Forms to make sure complete and accurate and ready tot be processed. Works closely with Central Records for fund setup and gift moves where necessary. Work with Development Officers and other Foundation staff to be certain donor intent is fully captured. Once fund is established review for complete for completeness and accuracy.
Foundation Fund Management Existing Funds Assure excellent customer service by handling inquiries by USF Faculty staff administration Development Officers and other Foundation staff quickly and completely. Interpret and enforce Foundation policy including grant exceptions when appropriate. Resolve issues with other Foundation staff when circumstances cross departmental lines. Review changes to funds for fund names organization codes signers to determine if appropriate. Facilitate purpose change process.
Maintain and monitor the Fund Management system. Manage general accounting functions such as journal entries transfers gift moves and account reconciliations. General necessary reports form system when needed. Coordinate with departments to close fund and transfer remaining balances and notify Central Records.
Work with auditors both internal and external for documentation about funds signers changes and reports. Usually connected to donor intent.
Present Fund Management information in training sessions to educate outside departments on USF Foundation policies and procedures. Maintain training materials to be sure up to date for any procedure or system changes.
Provide customer service related to fund balances history purpose and signers and other duties are assigned by the Controller and/or CFO. Meet with departments on a regular basis to review funds for accuracy and current information and help to maintain good working relationships.
- Other duties as assigned
Qualifications
This position requires a Bachelors degree in Accounting Finance or Business Administration or other field directly related to the positions specific responsibilities and 0-2 years of fiscal related work experience; or a Bachelors degree in no specific required field and two years of fiscal related work experience; or four years fiscal related work experience. Knowledge Skills & Abilities: Analytical thinking skills. Problem solving. Ability to work within a team. Effective communication skills. Excellent customer service skills. Knowledge of accounting consolidated financial reporting reconciliation of multiple accounts accounts payable accounts receivable and journal entries. Project Management experience is preferred.
Required Experience:
Manager
Key Skills
- Microsoft Access
- Financial Services
- Fundraising
- GAAP
- Accounting
- IFRS
- Securities Law
- Microsoft Excel
- Private equity
- Confluence
- Supervising Experience
- Unity
About Company
Working at USF With approximately 16,000 employees, the University of South Florida is one of the largest employers in the Tampa Bay area. We are dedicated to cultivating a talented, engaged and driven workforce that strives to be bold. Employees excel in USF‘s rich academic environme ... View more
