Fund Management Senior Associate

The Ohio State University•Columbus, OH

5d•Onsite

About The Position

The Fund Management Senior Associate is part of the Donor Experience team within the College of Arts and Sciences Advancement office. The role leads and implements methods to ensure financial accountability of donor-supported funds, working with fund administrators and department and unit leadership across the college. The associate reviews funds and communicates with fund administrators to help ensure funds are used as intended, and helps simplify and resolve issues related to financial and gift policies. The position calls for a self-motivated professional who can learn and communicate university financial and gift policies, work with financial data, and use intermediate-level Microsoft Excel and data-analysis software such as Tableau. The associate operates independently and exercises sound judgment, decision-making, organization, attention to detail, critical thinking, and creativity. They manage multiple projects, build collaborative relationships, provide strong customer service, communicate effectively in writing and verbally, and interact successfully with key stakeholders. The role also advises faculty and staff on relevant university financial and gift policies, partners with Gift Agreement and Endowment Services to resolve issues concerning donor-supported funds, and contributes to Donor Experience team strategies and process-improvement projects. This position is designated as a standby position under the university’s Disaster Preparedness and University State of Emergency Policy.

Requirements

Bachelor’s degree or an equivalent combination of education and experience.
Two years of experience in development and/or stewardship, operations, financial activities, or related experience.
Ability to learn and convey strong knowledge of financial and gift policies.
Strong ability to work with and communicate financial data.
Intermediate-level experience with Microsoft Excel and data-analysis software such as Tableau is desired.
Ability to operate independently and exercise decision-making, judgment, and consistency.
Ability to manage multiple projects, build collaborative relationships, and provide strong customer service.
Strong written, verbal, and follow-up communication skills.
Strong organization, attention to detail, critical thinking, creativity, and interpersonal skills.

Nice To Haves

Experience in higher education advancement, including university gift management.
Familiarity with endowment and current-use fund types and related spending policies.
Experience providing guidance on appropriate fund usage to support departmental or unit-level decision-making.
Experience working with Ohio State customer relationship database software systems.
Experience in program planning and administration.

Responsibilities

Define and implement effective methods for ensuring financial accountability of donor-supported funds.
Work with colleagues in development and across the university—including reporting services, Foundation partners, financial services, college development and donor experience staff, college fiscal staff, and student financial aid—to ensure funds are used in accordance with donor restrictions.
Identify data requirements for stewardship strategies and help make information available for reporting to donors and other stakeholders about donor-supported funds and their impact.
Compile, analyze, and monitor fund data; proactively identify and research potential issues.
Support college development, stewardship, and fiscal staff in reviewing development funds and communicating about stewardship.
Coordinate and convene meetings to review fund balances and develop spending plans as appropriate.
Monitor pending and endowed funds to ensure required funding levels are reached, and work with development and stewardship officers to identify alternatives when funding levels are not reached.
Advise faculty and staff, including development staff, fiscal staff, and fund administrators, about relevant university financial and gift policies.
Partner with the Office of Gift Agreement and Endowment Services to resolve issues or concerns about donor-supported funds on behalf of donors and the university.
Remain current on gift policies and participate in Donor Experience team strategies and projects to improve internal and external processes based on best practices.
Perform other duties as assigned.