Fiscal Analyst 4

The Evergreen State College Portal•Olympia, WA

1d•Onsite

About The Position

This position is responsible for managing the fiscal operations of Advancement, including gift and fund management, fiscal management, reporting and fiscal monitoring, compliance and audit, budget management, and financial operations. The role involves developing and implementing fiscal procedures, overseeing gift processing, administering gift acceptance policies, coordinating fiscal systems, managing spending of Foundation funds, reconciling financial transactions, monitoring endowed funds, establishing internal controls, preparing financial reports, conducting fiscal analyses, overseeing external audits, developing budgets, managing procurement and travel, and administering the Foundation’s credit card program. The position also involves training colleagues, providing technical support, supervising staff, managing department memberships, and completing required training and other duties as assigned.

Requirements

Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
Minimum of five years of progressively responsible experience in accounting or financial management, preferably in a non-profit or higher education setting.
Proficiency in accounting software, particularly Raiser's Edge NXT and Banner Finance, or similar systems.
Strong understanding of Generally Accepted Accounting Principles (GAAP) and fund accounting principles.
Knowledge of IRS regulations related to non-profit organizations and gift acceptance.
Experience with financial reporting, budgeting, and forecasting.
Excellent analytical and problem-solving skills.
Strong communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Proficiency in Microsoft Office Suite, particularly Excel.
Experience with internal controls and audit processes.

Nice To Haves

Master's degree in a related field.
CPA or CMA certification.
Experience with UPMIFA (Uniform Prudent Management of Institutional Funds Act).
Experience in procurement, travel management, and credit card program administration.
Supervisory experience.
Experience in developing and delivering training programs.

Responsibilities

Develop and implement Advancement’s fiscal procedures to meet business needs and comply with industry best practices and Business Services protocols.
Supervise Advancement fiscal staff responsible for gift processing, ensuring accuracy, compliance, and responsive services.
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.
Ensure the Foundation’s chart of accounts and fund records are maintained with accurate information on donor restrictions.
Administer gift acceptance policy review for complex or non-standard gifts.
Coordinate system access, user permissions, and platform settings across Raiser’s Edge NXT, Banner Finance, and related fiscal systems.
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.
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 timely investment of new contributions, implementation of annual distributions, and generation of reports.
Establish and maintain internal controls for Advancement fiscal operations.
Coordinate the annual production of endowment reports to donors.
Interpret and apply College and Foundation policies in fiscal management and recommend courses of action.
Prepare and review all reports, including monthly fundraising reports, Endowment Contribution Report, Assessment Fee Reports, Foundation 10 Year Trends, Quid-Pro-Quo Budget Report, Monthly Pledge Reports, and Voluntary Support of Education.
Prepare ad hoc and executive-level fiscal analyses and reports for various stakeholders.
Develop and refine reporting tools, templates, and processes.
Analyze financial data to identify trends, discrepancies, or potential compliance risks and develop recommendations.
Oversee the management of the Foundation’s financial operations, including external filing, insurance, annual external audit, and maintenance of fiscal records.
Procure insurance for the Foundation, negotiating and evaluating policies.
Ensure the foundation’s fiscal records and procedures comply with industry best practices, UPMIFA, IRS regulations, and Foundation policy.
Coordinate Advancement’s engagement with the Foundation’s external auditor.
Lead the request for proposal process to secure a new audit firm.
Conduct ongoing risk assessment for Advancement fiscal operations and update procedures.
Develop, maintain, and revise annual student aid budgets.
Develop recommended annual fund budget and support Director of Advancement Services in securing board approval.
Develop and track budgets for various funds, including student emergency fund, program endowments, and special projects.
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.
Manage and execute procurement, travel, purchasing, and payment activities.
Administer the Foundation’s credit card program.
Perform monthly reconciliation and analysis of procurement, travel, and Foundation card activity.
Prepare and approve complex journal entries, including inter-fund and inter-chart transactions.
Review and coordinate vendor contracts.
Oversee travel arrangements for staff and leadership.
Submit blanket in-state travel authorizations and review individual travel requests.
Review and process vendor payments and staff reimbursements.
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 department’s CASE membership administration.
Submit Electronic Personnel Action Forms.
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.