Position Details
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Executive Director, Gift Accounting, Reporting, and Investment Management
| Job Number | Full/Part Time | Schedule | Salary |
|---|---|---|---|
| 28125838 | Full Time | 8AM - 5PM | $87,300 - $144,300 |
Position Information
*Campus presence required with hybrid accommodations.* The Executive Director, Gift Accounting, Reporting, and Investment Management (ED) reports to the Chief Financial and Administrative Officer, University Advancement (CFAO). The ED serves as the Associate Treasurer of the UC Riverside Foundation (UCRF) and, as such, oversees all aspects of Foundation accounting, reporting, and investment management. In addition, the ED oversees all aspects of Gift Administration for UCRF and UC Riverside. Duties of this position include analysis, management, reporting of the Foundation investment portfolios; propose and monitor Foundation's annual operating budget; provide oversight of all aspects of gift administration, provide oversight of UC Riverside's endowment, scholarship, and gift accounts, and work with the donor relations team, campus accounting, and academic units on financial structure of gifts. The ED staffs the Board of Trustee's Finance & Investment and Audit Committees as well as the Foundation's Treasurer to communicate investment policies, steps taken, activities needed as well as the annual audit and budgeting process. The incumbent will manage the Director, Gift Administration and two professional accountants for the UC Riverside Foundation. The successful candidate will serve as the primary interface with the outside investment advisory team and serve as liaison to the system-wide Controller's Office, Office of the Chief Investment Officer for the University of California Regents, and for private support issues and investment of Foundation assets with the Regents.
As a condition of employment, you will be required to comply with the University of California SARS-CoV-2 (COVID-19) Vaccination Program Policy. All Covered Individuals under the policy must provide proof of Full Vaccination or submit a request for Exception (based on Medical Exemption, Disability, and/or Religious Objection) or Deferral (based on pregnancy) no later than the applicable deadline. For new University of California employees, the applicable deadline is ten weeks after their first date of employment.
The budgeted amount for this position is up to $135,000.
As a condition of employment, you will be required to comply with the University of California SARS-CoV-2 (COVID-19) Vaccination Program Policy. All Covered Individuals under the policy must provide proof of Full Vaccination or submit a request for Exception (based on Medical Exemption, Disability, and/or Religious Objection) or Deferral (based on pregnancy) no later than the applicable deadline. For new University of California employees, the applicable deadline is ten weeks after their first date of employment.
The budgeted amount for this position is up to $135,000.
Education
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
| Advanced degree in related field (MBA, MS Accounting, etc.) | Preferred |
Licenses
| License | Requirement |
|---|---|
| CA Professional Fiduciary License | Preferred |
Certifications
| Certification | Requirement |
|---|---|
| Professional certification. | Preferred |
| License per the CA Fiduciary Act. Ability to achieve, if not already licensed. | Preferred |
Experience
| Experience | Requirement |
|---|---|
| 8 - 13 years of related experience. | Required |
| Previous supervisory/managerial experience. | Preferred |
Special Conditions
| Special Condition | Requirement |
|---|---|
| Must be eligible for (and able to obtain) licensing under the California Professional Fiduciaries Act. | Required |
Minimum Requirements
Broad knowledge of financial transactions and financial systems, as well as related policy, accounting, and regulatory compliance requirements.
Strong skills using common desktop/web applications.
Strong verbal and written communication skills.
Basic knowledge of industry best practices.
Broad service orientation skills; proven ability to multi-task effectively in a varied, high volume environment; sound judgment and decision-making skills; and reasoning ability to develop original ideas to solve problems.
Strong interpersonal skills and ability to work effectively across the organization at all levels.
Broad knowledge of the organization's operational, personnel, and financial transactions and systems .
Ability to gather, organize, analyze, and report on data that is complex in nature.
Proven experience in making effective presentations through various media formats and communicating technical subject matter to a variety of audiences.
Strong skills using common desktop/web applications.
Strong verbal and written communication skills.
Basic knowledge of industry best practices.
Broad service orientation skills; proven ability to multi-task effectively in a varied, high volume environment; sound judgment and decision-making skills; and reasoning ability to develop original ideas to solve problems.
Strong interpersonal skills and ability to work effectively across the organization at all levels.
Broad knowledge of the organization's operational, personnel, and financial transactions and systems .
Ability to gather, organize, analyze, and report on data that is complex in nature.
Proven experience in making effective presentations through various media formats and communicating technical subject matter to a variety of audiences.
Preferred Qualifications
Ability to effectively communicate complex information to management verbally and in writing.
Knowledge and experience in quantitative analysis, financial and statistical techniques, income and expense trend analysis and fiscal projections.
Experience in designing, implementing and evaluating internal control systems for business and financial processes.
Extensive knowledge of and experience in financial analysis, interpreting and applying accounting theories, principles and practices including generally accepted accounting principles, non-profit and governmental fund accounting.
Proven knowledge of investments, types, mixes, returns, risk. Advanced skill and knowledge of economic and investment theory consistent with the active investment of endowment and expendable funds portfolios.
Demonstrated progressively responsible, related high level financial services management experience in a large, complex, decentralized higher education environment.
Demonstrated experience with UC Riverside Financial System (UCRFS) including Financial Edge and Raisers Edge.
Proven ability to lead a team collaboratively to achieve desired outcomes.
Knowledge and experience in quantitative analysis, financial and statistical techniques, income and expense trend analysis and fiscal projections.
Experience in designing, implementing and evaluating internal control systems for business and financial processes.
Extensive knowledge of and experience in financial analysis, interpreting and applying accounting theories, principles and practices including generally accepted accounting principles, non-profit and governmental fund accounting.
Proven knowledge of investments, types, mixes, returns, risk. Advanced skill and knowledge of economic and investment theory consistent with the active investment of endowment and expendable funds portfolios.
Demonstrated progressively responsible, related high level financial services management experience in a large, complex, decentralized higher education environment.
Demonstrated experience with UC Riverside Financial System (UCRFS) including Financial Edge and Raisers Edge.
Proven ability to lead a team collaboratively to achieve desired outcomes.
Additional Information
In the Heart of Inland Southern California, UC Riverside is located on nearly 1,200 acres near Box Springs Mountain in Southern California; the park-like campus provides convenient access to the vibrant and growing Inland region. The campus is a living laboratory for the exploration of issues critical to growing communities' air, water, energy, transportation, politics, the arts, history, and culture. UCR gives every student, faculty and staff member the resources to explore, engage, imagine and excel.
UC Riverside is recognized as one of the most ethnically diverse research universities in the country boasting several key rankings of which we are extremely proud.
The University of California is an Equal Opportunity/Affirmative Action Employer with a strong institutional commitment to the achievement of excellence and diversity among its faculty and staff. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by law.
For information about our generous employee benefits package, visit: Employee Benefits Overview
UC Riverside is recognized as one of the most ethnically diverse research universities in the country boasting several key rankings of which we are extremely proud.
- UC Riverside is proud to be ranked No. 12 among all U.S. universities, according to Money Magazine's 2020 rankings, and among the top 1 percent of universities worldwide, according to the 2019-20 Center for World University rankings.
- UC Riverside is the top university in the United States for social mobility. - U.S. News 2020
- UCR is a member of the University Innovation Alliance, the leading national coalition of public research universities committed to improving student success for low-income, first-generation, and students of color.
- Among top-tier universities, UC Riverside ranks No. 2 in financial aid. - Business Insider 2019
- Ranked No. 2 in the world for research, UCR's Department of Entomology maintains one of the largest collections of insect specimens the nation. - Center for World University Rankings
- UCR's distinguished faculty boasts 2 Nobel Laureates, and 13 members of the National Academies of Science and Medicine.
The University of California is an Equal Opportunity/Affirmative Action Employer with a strong institutional commitment to the achievement of excellence and diversity among its faculty and staff. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by law.
For information about our generous employee benefits package, visit: Employee Benefits Overview