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Director of Finance, UI Foundation

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Position Details

Position Information

Position Title Director of Finance, UI Foundation
Location Moscow
Division/College University Foundation
Department UI Foundation
FLSA Status Overtime Exempt
Employee Category Exempt
Pay Range Commensurate with experience
Type of Appointment Fiscal Year
FTE

1

Full Time/Part Time Full Time
Funding

Position Responsibilities

Internal Posting?
Position Summary

The Director of Finance for the University of Idaho Foundation provides oversight to the financial operations of the Foundation, working collaboratively with the Executive Director, Board of Directors and in partnership with the University. Responsible for the financial oversight of the University of Idaho Foundation. This includes financial, accounting, reporting, and investment activities.

Responsibilities

Job Duty Function Supporting the activities of the Foundation:
Job Duties/Responsibilities

• Overseeing all financial, accounting, reporting and investment activities.
• Monitoring the financial policies and procedures of the Foundation to insure compliance with state and federal laws and regulations.
• Participating in planning processes of the Foundation to identify and recommend appropriate plans to address the emerging financial and investment needs.
• Serving as Assistant Treasurer, an ex-officio member of the Board of Directors.
• Staffing the Finance & Operations, Audit, and Investment Committees.
• Participating in the planning of Board meetings, financially-related committee meetings, and orientation sessions working with the Executive Director.

Job Duty Function Ensuring proper management of Foundation assets:
Job Duties/Responsibilities

• Coordinating with appropriate personnel to ensure the proper preparation and review of tax returns and audits.
• Providing the Executive Director and Board of Directors with appropriate financial analyses of income and expense projections, including multi-year cash flow projections from contributions and earnings on investments to assist in evaluating requests for funding from unrestricted assets.
• Preparing and implementing the Foundation’s operating budget and provide periodic reports to the Executive Director and the Board of Directors.
• Maintaining sufficient records, reports, and data to facilitate the reporting process of financial and all other activities of the Foundation.
• Managing real property accepted by the Foundation until sold or transferred to the University.
• Coordinating activities which must be completed prior to the acquisition or sale of property such as appraisals, environmental assessments, obtaining or completing necessary legal documents for real property transactions, negotiating lease/rental agreements, negotiation sales, arranging for closing of real property sales with title company, obtaining necessary signatures on legal documents to complete real property transactions.

Job Duty Function Supporting the Foundation's investments:
Job Duties/Responsibilities

• Supporting the Investment Committee in reviewing and updating investment and income allocation policies and procedures and monitoring the performance of investment advisor(s).
• Working closely with the Foundation’s investment advisor(s) and managers to accomplish the investment goals and insure adequate and timely cash flow to meet the organization’s obligations.
• Ensuring all investment transactions, income recording, and monthly CIT investment activity reports are accurate and timely.
• Maintaining on-going relationships with external investment managers.

Job Duty Function Supporting gift acceptance activities:
Job Duties/Responsibilities

• Evaluating all proposed gifts of real estate and gifts with unusual restrictions or financial/legal consequences in cooperation with the Gift Acceptance Committee;
• Making recommendations to the Board of Directors on the acceptance and management of such gifts and obtain the requisite approval for gifts that will be transferred to the University.
• Serving as a member of the Gift Acceptance Committee.
• Overseeing the management of the Foundation’s real property assets, including leases, sales, insurance, repairs, tax exemption applications, resolution of legal and title problems, and tenant relations.
• Working with the Executive Director to implement and manage a process to maintain adequate insurance coverage to protect the Foundation’s property interests, personnel responsibilities, and to limit liability exposure from property ownership and fiduciary responsibilities.
• Coordinating with University advancement personnel in gift planning services to negotiate and accept the proposed planned gifts in which the Foundation acts as Trustee or has fiduciary responsibilities.
• Supervising the Foundation’s management of planned gifts including: insurance policies, charitable gift annuities, charitable remainder trusts, and gifts of remainder interests in residences and farms; and in the areas of investment, valuation, distributions, accounting, tax returns, and donor relations.

Job Duty Function Contributing to the Foundation team effort:
Job Duties/Responsibilities

• Supporting internal and external constituents.
• Working closely with the Executive Director and the Director of Endowment and Gift Administration.
• Mentoring Foundation financial staff and researching and interpreting financial and accounting policy and regulations.
• Accepting additional projects as they arise, accomplishing related results as needed.

Position Qualifications

Minimum Qualifications

Bachelor’s degree in finance, accounting, or closely related field.

5 to 7 years experience managing a complex financial organization.

Comprehensive knowledge of accounting theory, principles, and practices.

Considerable knowledge of principles of management, auditing, data processing applications in financial management, governmental accounting, budgeting.

Good knowledge/experience of investments, real estate, and estate planning.

Demonstrated experience with: accounting and administrative systems, records, and procedures, establishing internal controls, analyzing and interpreting financial information and reports, and recommending management action, preparing financial management reports, statements, narrative and schedules required for financial reporting.

Demonstrated ability to: communicate effectively, make presentations before groups, supervise staff, establish and maintain effective working relationships with a wide variety of professionals.

Preferred Qualifications

Masters Degree in Business Administration or advanced degree in related discipline.

CPA Certification.

Knowledge of tax reporting requirements in the non-profit sector.

Excellent organizational and interpersonal skills.

Excellent communication skills and ability to deal effectively with a variety of people.

Experience using relational database software, especially the Banner administrative computer systems.

Physical Requirements & Working Conditions

Ability to work full-time at the University of Idaho campus in Moscow, ID. Travel as needed to Board of Directors meetings, financial/professional conferences, and investment management meetings.

Posting Information

Posting Number SP001643P
Posting Date 12/08/2017
Closing Date
Open Until Filled Yes
Special Instructions to Applicants

Applications received by January 15, 2018 will receive first consideration.

Background Check Statement

Applicants who are selected as final possible candidates must be able to pass a criminal background check.

EEO Statement

The University of Idaho is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, color, religion, national origin, age, disability, sexual orientation, gender identity/expression or any other reason prohibited under Federal, State, or local laws. EOE AA/M/F/D/V

Applicant Documents

Required Documents
  1. Resume/CV
  2. Letter of Qualification
Optional Documents

Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * How did you hear about this employment opportunity?
    • Chronicle of Higher Education
    • Coeur d'Alene Press
    • Craig's List
    • Department of Labor/Job Service including Job Central or Idaho Works
    • Dice.com
    • Diverse Issues in Higher Education
    • Educause
    • Equal Opportunity Employment Journal
    • Higheredjobs.com
    • Idaho Press Tribune
    • Idaho State Journal
    • Idaho Statesman
    • IMDiversity.com
    • Inside Higher Ed
    • Latinos in Higher Education
    • Lewiston Morning Tribune
    • Missoulian
    • Monster.com
    • Moscow/Pullman Daily News
    • National Association of State Universities and Land-Grant Colleges (website)
    • NW Classifieds/NW Jobs
    • Oregonian
    • OregonLive.com
    • Other Internet Site
    • Other Newspaper
    • Post Register-Idaho Falls
    • Professional Listservs (Ex: NACUBO, AAAE, ISMC, ect.)
    • Radio: 1400 ESPN
    • Radio: 99.5 Bull Country
    • Radio: KCLX 1450
    • Radio: KMAX 840 AM
    • Radio: KRLC 1350 AM
    • Radio: My Radio 1025
    • Radio: The Outlaw 106.9 FM
    • Radio: Y-105
    • Radio: Z-Fun 106
    • Reno Gazette/Journal
    • RSS Feed
    • Salt Lake City Tribune/Deseret News
    • Seattle Times
    • Spokesman Review
    • Times News-Twin Falls
    • UI Employee
    • UI Register
    • University of Idaho Listserv (automatic e-mail)
    • University of Idaho Website
    • Women in Higher Education
    • Word of Mouth