Associate Director for Asset Management
About The Position
The Associate Director for Asset Management reports to the Director of Accounting Operations and manages Foundation assets to ensure financial assets are properly stewarded, reconciled, and reported. This position serves as a strategic resource to Foundation leadership, the Foundation Board, campus administrators, and works collaboratively with external vendors, Advancement Operations, Development, Financial Aid, the Office of the Provost, and university partners, to maximize the impact of financial resources and ensure compliance with all legal and policy obligations. This position serves as the in-house expert on budget, investments, tax, audit, and asset management. This position will work within Advancement Operations, which houses Accounting Operations, Advancement Technology Services, Gift Processing, Prospect Research, and Donor Engagement.
Requirements
- A. Bachelor's degree with a major in Accountancy or a related field AND two (2) years of professional level accounting experience. OR B. Possession of current registration as a Certified Public Accountant (CPA), Certified Management Accountant, or a valid license to practice Public Accounting (LPA). OR C. Master's degree in Accountancy or a related field.
- Minimum of five years of full-time or part-time equivalent professional level experience in accounting, finance, or foundation operations.
- Excellent written and verbal communication skills
- Ability to analyze data, review accounting and financial documents, and utilize software to achieve positive outcomes
- Creative problem-solver who can identify gaps and opportunities
- Demonstrated ability to behave in a manner that ensures confidentiality
Nice To Haves
- Experience with financial asset management.
- Experience with CRM software, accounting software, and banking/investment software
- Strong organizational skills, ability to manage long-term projects, and flexibility to deal with changing priorities
- Self-starter, motivated
Responsibilities
- Manage Foundation assets to ensure financial assets are properly stewarded, reconciled, and reported.
- Serve as a strategic resource to Foundation leadership, the Foundation Board, campus administrators
- Collaborate with external vendors, Advancement Operations, Development, Financial Aid, the Office of the Provost, and university partners
- Maximize the impact of financial resources and ensure compliance with all legal and policy obligations.
- Serve as the in-house expert on budget, investments, tax, audit, and asset management.
Benefits
- Insurance benefits , including health, dental, vision, and life
- Retirement and supplemental retirement planning options
- Tuition waiver benefits available to staff as well as their eligible dependents
- Paid holiday / administrative closures during Thanksgiving and Winter Breaks
- Paid benefit time
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What This Job Offers
Job Type
Full-time
Career Level
Director
