Fiscal Analyst 4

Essential Functions
Gift and Fund Management Develop and implement Advancements fiscal procedures to meet the business needs of Advancement and comply with industry best practices and Business Services protocols. Supervise Advancement fiscal staff responsible for gift processing ensuring accuracy compliance and responsive services to internal and external stakeholders. Oversee data and gift-entry processes ensuring accuracy consistency efficiency and timely completion; perform gift processing tasks as needed. Provide oversight and ensure accuracy of online giving forms and workflows in collaboration with Advancement fiscal staff. Ensure the Foundations chart of accounts and fund records are maintained with accurate information on donor restrictions for all accounts. Administer gift acceptance policy review for complex or non-standard gifts to ensure compliance with Foundation policy and IRS regulations. Coordinate system access user permissions and platform settings across Raisers Edge NXT Banner Finance and related fiscal systems. Fiscal Management Oversee spending of Foundation funds by offices across campus ensuring funds are spent according to donor intent; communicate with campus partners proactively regarding the use of Foundation accounts including balances allowable expenses and applicable restrictions and make authorized purchases. Process and reconcile transfers of expenses and revenues within the Foundation and between the College and the Foundation. Monitor Foundation and College endowed funds ensuring new contributions are invested in a timely manner annual distributions are implemented according to policy and reports are generated for individual endowed funds; ensure endowment records are accurate and complete. Establish and maintain internal controls for Advancement fiscal operations ensuring proper authorization documentation and compliance. Coordinate the annual production of endowment reports to donors in collaboration with Advancement communications staff ensuring financial data accuracy and timely delivery. Interpret and apply College and Foundation policies in fiscal management and recommend courses of action based on policy interpretation. Reporting and Fiscal Monitoring Prepare and review all reports including monthly fundraising reports for the Board of Governors and the Board of Trustees Endowment Contribution Report for the Finance & Investment Committee Assessment Fee Reports Foundation 10 Year Trends Quid-Pro-Quo Budget Report Monthly Pledge Reports and Voluntary Support of Education ensuring consistency and accuracy using data from Raisers Edge NXT Banner Finance and financial statements. Prepare ad hoc and executive-level fiscal analyses and reports for the Director of Advancement Services Audit Committee Budget Coordinators Finance & Investment Committee and other stakeholders as needed. Develop and refine reporting tools templates and processes to improve data accuracy transparency and usability for Advancement leadership. Analyze financial data to identify trends discrepancies or potential compliance risks; develop recommendations to improve fiscal operations efficiency and internal controls. Compliance and Audit Oversee the management of the Foundations financial operations including external filing with federal and state agencies liability insurance directors and officers insurance annual external audit multi-state registrations and maintenance of fiscal records. Procure insurance for the Foundation negotiating on behalf of the Foundation and evaluating policies using advice from legal counsel. Ensure the foundations fiscal records and procedures comply with industry best practices UPMIFA IRS regulations and Foundation policy. Coordinate Advancements engagement with the Foundations external auditor including responsibility for adapting business processes to meet discrepancies or noncompliance cited by foundation auditors. Lead the request for proposal process to secure a new audit firm on behalf of the Audit Committee of the Foundation. Conduct ongoing risk assessment for Advancement fiscal operations and update procedures to strengthen compliance and audit readiness. Budget Management Develop maintain and revise annual student aid budgets utilizing information from endowed non-endowed and annual giving funds make revisions to the budgets and partner with the Undergraduate Scholarship office graduate programs Tacoma campus and Native Pathways Program to ensure scholarships are used according to donor intent. Develop recommended annual fund budget support Director of Advancement Services in securing board approval and partner with Business Services to ensure the budget is loaded in Banner. Develop and track budgets for a variety of funds including the student emergency fund program endowments and special projects funded by philanthropy. Monitor all Foundation budgets assuring that monies are used legally and in keeping with donor intent. Provide fiscal forecasting and multi-year planning support for Advancement leadership using historical trends and donor revenue patterns to inform budget decisions. Financial Operations Manage and execute procurement travel purchasing and payment activities ensuring transactions are accurate properly documented and compliant with state College and Foundation policies. Administer the Foundations credit card program including cardholder onboarding policy enforcement monitoring activity for compliance and maintaining strong internal controls. Perform monthly reconciliation and analysis of procurement travel and Foundation card activity identifying discrepancies and ensuring timely resolution and compliance. Prepare and approve complex journal entries including inter-fund and inter-chart transactions exercising independent judgment to ensure proper coding compliance and audit readiness prior to submission to the general ledger. Review and coordinate vendor contracts using approved templates ensuring compliance with Foundation and College protocols. Oversee travel arrangements for staff and leadership ensuring compliance with institutional policies proper documentation and timely reimbursement; review and approve travel plans and adjustments as needed. Submit blanket in-state travel authorizations for all staff at the start of the fiscal year and review individual travel requests as needed. Review and process vendor payments and staff reimbursements ensuring accurate coding complete supporting documentation compliance with fiscal policies and timely submission to Accounts Payable. Other Duties Train Advancement colleagues in interpreting gift records and fiscal data. Provide technical support to Advancement leadership regarding gift records and fund management. Recruit onboard and supervise student and temporary employees supporting Advancement fiscal operations. Manage the departments CASE membership administration including adding new staff and removing former employees in the CASE system and ensuring access records are current. Submit Electronic Personnel Action Forms ensuring accuracy and completeness. Work at occasional major Advancement events such as Return to Evergreen and Art of Giving which occur on weekends and in the evenings. Complete required training related to fiscal policies internal controls Advancement systems and donor confidentiality. May serve on committees and attend meetings as assigned. Other duties as assigned including assisting at campus events and fielding customer service requests and needs from across campus.