Utah State University

Manager of Compliance and Gift Administration (Program Coordinator III)

City Logan Campus
Posted Date 1 month ago(7/16/2020 6:55 PM)
Requisition ID
2020-2798
# of Openings
1
Job Locations
US-UT-Logan
Category (Portal Searching)
Administrative/Clerical
Position Type
Benefited Full-Time
Job Classification
Exempt
College
University Advancement
Department
Advancement Services
Advertised Salary
Commensurate with experience, plus excellent benefits

Overview

Under the direction of the Sr. Director of Advancement Services, the Manager of Compliance and Gift Administration (Program Coordinator III) provides support to the organization with regards to the various processes needed to create, document, administer funds established with donor restrictions as well as gift processing. The Manager will lead projects which impact the establishment and administration of funds, design improvements for processes and utilize analytical skills to ensure that funds are processed and administered in a proper and compliant manner.  The Manager has a positive can-do attitude and works as a team player to exercise flexibility in responding to the needs of donors while ensuring necessary compliance to include proper reporting and monitoring the use of funds. 

 

The Manager will work closely with USU staff, USU Financial Services, USU leadership and others to ensure that fund establishment and administration meets the needs of the university, students, and donors and that this is done in a manner consistent with current laws, foundation and university policies and practices.  The Manager will also ensure that all gifts are processed and tax letters sent in a timely manner, oversees the pledge reminder process, and complies with CASE, IRS and FASB standards.

Responsibilities

Core Responsibilities include but are not limited to:

  1. Assist with and/or lead projects for the organization that have a significant impact on the creation of fund documentation or fund administration. This includes monitoring funds to ensure they are tracked correctly in the CRM with the correct fund type, goal and CAE type).   
  2. Design processes and procedures that include the training of appropriate staff as back-up to ensure continuity and effective administration.
  3. Manage and provide leadership to the gift processing team including allocating responsibility and ensuring excellence of work.
  4. Manage or serve as support for the charitable gift receipt and pledge reminder processes.
  5. Manage or serve as support for the coordination of the scholarship awarding process. This includes a major role in an annual review with departments of the Award Spring software tool for awarding criteria, ensuring funds are awarded properly and timely, application process and acknowledgement processes.
  6. Manage or serve as support for Gift Agreement and Memorandum of Understanding (MOU) process which includes tracking gift agreements, acquiring necessary signatures, providing critical review and engaging impacted parties to make and/or validate changes, highlight issues for senior management and bring agreements to closure.
  7. Implement and provide training as needed to appropriate constituents who interact with the Gift Agreement and MOU process.
  8. Manage complex data functions and evaluate and interpret analytical, statistical and financial data.
  9. Assist in designing customized reports to track donor activity and donor compliance initiatives; participate in fund utilization monitoring.
  10. Perform detailed research on wide-ranging, ad hoc requests for information regarding gifts and endowments, including but not limited to; providing clarity on donor intent, status of gifts, and validation of gifts and usage for foundation management and the university.
  11. Collaborate with other Advancement and USU departments as needed to provide communication information to donors.
  12. Oversee the annual charitable solicitation exemption approval process with each state.

Qualifications

 

    • Bachelor’s degree in accounting, finance or other related field or equivalent experience.
    • Minimum of three to five years’ experience and demonstrated expertise in basic accounting, and business principles.
    • Must have excellent typing and ten key skills.
    • Demonstrates excellent computer and database skills (MS Word, Excel, and Access required) and development of financial reports.
    • Capable of maintaining confidentiality, and independent judgment and initiative.
    • Accuracy, attention to detail, and a service-oriented attitude are important for success in this position.
    • Interpersonal skills necessary for effective support with staff, faculty, and external constituents.
    • Exceptional communications skills and good organizational skills.
    • Experience with report development applications required, Crystal Reports preferred.
    • Experience with Millennium, Banner and Award Spring is preferred. 
    • Excellent information technology skills with an aptitude to learn and effectively utilize a variety of software tools at a “power user” level.
    • Knowledge of higher education and development desirable.
    • Experience to lead, motivate and inspire a team

 

Required Documents

Along with the online application, please attach:

1.  Resume to be uploaded at the beginning of your application in the Candidate Profile under “Resume/CV”

2.  Cover letter to be typed/pasted at the end of your application

 

**Document size may not exceed 10 MB.**

Advertised Salary

Commensurate with experience, plus excellent benefits

ADA

Employees work indoors and are protected from weather and/or contaminants, but not, necessarily, occasional temperature changes.  The employee is regularly required to sit and often uses repetitive hand motions.

College/Department Highlights

The Office of Advancement is a welcoming office where inclusiveness and teamwork are highly valued. Advancement staff are engaged in the meaningful work of securing private financial resources to fuel Utah State University's mission by creating gratifying gift and engagement experiences for USU's generous and passionate alumni and friends. Comprising the division are the office of the Vice President, the USU Foundation & Board, Advancement Services, the Alumni Association (Alumni Engagement), Gift Planning, Corporations and Foundations, Strategic Communications, the Annual Fund and Phonathon. Furthermore, the division coordinates all fundraising efforts across campus, including colleges, various programs, extension campuses, and USU Athletics. Through the collaboration of these units, the Office of Advancement is able to achieve significant annual fundraising goals by inspiring stakeholders to invest their time and resources in Utah State University. 

University Highlights

Utah State University (USU) was founded in 1888 and is honored to be Utah’s land-grant and space-grant university. USU is a Carnegie RU/H (Research University/High Research Activity) institution with approximately 27,800 students (24,660 undergraduates and 3,140 graduate students) on the Logan main campus. Utah State’s statewide system features eight campuses and 23 education centers and serves all counties in the state with Extension programs. USU offers 165 undergraduate majors, 138 graduate programs, and a variety of innovative stackable associate and certificate credentials. Washington Monthly ranked USU 14th in their national university rankings in 2019 and the 5th best public national university in the nation in 2018. As one of the two premier research institutions in Utah, USU is proud to provide a high-quality education at an affordable price. Additional information about Utah State University can be found here.

 

A core characteristic of USU is engagement with communities and people in economic development, improvements to quality of life, and human capital. Through the practical application of knowledge, the University and its faculty engage and share expertise with the state, nation, and world, preserving the historical land-grant tradition of partnering with communities to address critical societal issues in the interest of the public good.

 

The USU main campus is located in beautiful Logan, Utah; a city of about 50,000 situated in a picturesque mountain valley about 80 miles north of Salt Lake City. Outstanding recreational opportunities abound in the nearby mountains and proximate region.

 

Notice of Non-discrimination

In its programs and activities, including in admissions and employment, Utah State University does not discriminate or tolerate discrimination, including harassment, based on race, color, religion, sex, national origin, age, genetic information, sexual orientation, gender identity or expression, disability, status as a protected veteran, or any other status protected by University policy, Title IX, or any other federal, state, or local law.

The following individuals have been designated to handle inquiries regarding the application of Title IX and its implementing regulations and/or USU’s non-discrimination policies:

 

Executive Director of the Office of Equity Alison Adams-Perlac, alison.adams-perlac@usu.edu, Old Main Rm. 161, 435-797-1266

Title IX Coordinator Hilary Renshaw, titleix@usu.edu, Old Main Rm. 161, 435-797-1266.

For further information regarding non-discrimination, please visithttps://equity.usu.edu/, or contact:

U.S. Department of Education, Office of Assistant Secretary for Civil Rights, 800-421-3481, OCR@ed.gov

U.S. Department of Education, Denver Regional Office, 303-844-5695, OCR.Denver@ed.gov

 

USU is sensitive to the needs of dual career couples and provides a Dual Career Assistance program to support careers for partners who are also seeking employment.

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