Assistant Director, Fund Administration and Reporting

USNA Alumni Association & Foundation•Annapolis, MD

3d•$66,912 - $83,640•Onsite

About The Position

The Assistant Director, Fund Administration and Reporting works within the Strategy, Analytics, and Reporting (STAR) team at the U.S. Naval Academy Alumni Association and Foundation. The role helps ensure philanthropic funds are categorized, managed, and reported appropriately, consistent with their intended purposes and donor intent. It provides oversight of fund coding and reporting and partners with Treasury, Development, and Yard leadership to support responsible fund utilization, transparency, and stewardship. The position supports the development and maintenance of fund management policies, standardized fund categorization and coding, and accurate fund and designation records in the CRM. It coordinates fund activation and inactivation, contributes to gift agreement review, and serves as a liaison with the Yard Comptroller’s Office. The role also produces fund reports, monitors pledge balances and projected cash flow, prepares dashboards and analytics, and works with Development and Donor Relations on stewardship reporting. The role is based at the organization’s offices in the Fluegel Alumni Center in Annapolis, Maryland. The stated annual salary range is $66,912–$83,640, with compensation commensurate with experience and eligibility for an annual performance-based bonus when applicable.

Requirements

Bachelor’s degree or equivalent experience in nonprofit management, finance, business administration, or a related field.
Minimum of 3 years of experience in nonprofit fund management, finance, advancement operations, or data/reporting.
Strong analytical, project management, and problem-solving skills.
Excellent written and verbal communication abilities.
Demonstrated experience with fundraising databases and Microsoft Office 365 tools.
Commitment to accuracy, integrity, and professional growth.

Nice To Haves

Experience with Blackbaud CRM.
Understanding of CASE and higher education philanthropy standards.

Responsibilities

Collaborate with STAR leadership and Treasury to document and maintain fund management policies and reporting protocols.
Develop and maintain a standardized system for fund categorization and coding aligned with campaign priorities, VSE standards, and the Naval Academy’s Strategic Plan 2030.
Oversee the fund and designation inventory in the CRM, ensuring accurate fund status, purpose, spending availability, and supporting documentation.
Work with the Regional Development team and Donor Experience and Strategy team to review and edit gift agreements for major and leadership gifts to ensure they conform to fund administration standards.
Coordinate fund activation and inactivation processes, ensuring changes are reflected across systems and communicated to relevant teams.
Serve as liaison with the Yard Comptroller’s Office to ensure alignment on fund categories, spending policies, and reporting requirements.
Generate recurring and ad hoc reports on fund balances, cash flow, and utilization by priority and department.
Monitor pledge balances and projected cash flow to assess funding sufficiency and recommend actions when adjustments are needed.
Prepare dashboards and analytics for internal review meetings with Foundation and Yard leadership.
Partner with Development and Donor Relations to ensure accurate and timely stewardship reports.
Oversee the accuracy of designation data within the CRM, ensuring complete and accurate fund documentation.
Participate in data governance initiatives to strengthen enterprise-wide reporting and decision-making.

Benefits

Annual performance-based bonus, when applicable.
Medical, dental, and vision coverage.
Flexible spending account (FSA).
Health savings account (HSA).
Fully vested 403(b) retirement plan with employer matching.
22 days of accrued paid time off per fiscal year.
14 paid holidays per calendar year.
Group life insurance.
Short-term and long-term disability coverage.
Identity theft protection.
Annual opportunities for professional development.
Certain additional benefits may be offered through the Naval Academy, including use of certain recreational facilities and category II eligibility for employee children to apply to the Naval Academy Primary School; these benefits are not guaranteed.