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    Sr Director of Finance - Boston, United States - UMass Boston

    UMass Boston
    UMass Boston Boston, United States

    1 week ago

    Default job background
    Regular, Full time
    Description

    General Summary:


    The Senior Director of Finance and Operations will play a pivotal role in the Finance/Advancement Services area within University Advancement. The Sr. Director of Finance and Operations will oversee the management of financial functions relating to gift reporting, endowments, procurement of goods and services and operations. The Sr. Director of Finance and Operations will work on special projects assigned by the Vice Chancellor and senior leadership team. The Sr. Director of Finance and Operations will report to the Assistant Vice Chancellor of Finance and Operations.

    B. Examples of Duties:



    1. Review endowment and current-use gift agreements filled out by major gift officers and corporate/foundation staff before submission to the UMass foundation and Assistant VC for approval. Ensure that the fund purpose for the endowment agreement is in line with the Foundation Gift Agreement Guidelines and current use agreements can be administered at the campus level based on fund criteria.
    2. Prepare Public Higher Education Endowment Incentive Program Reports (PHEEIP) for the foundation based on the matching gift criteria approved. Review contributions posting to UMass Foundation's Endowment system Stellar to ensure PHEEIP contributions has been applied to the endowments designated to receive PHEEIP matching funds.
    3. Work closely with the Controller and the Sr. Accountant at the UMass Foundation to monitor donations received by the UMass Foundation designated to the Boston Campus. Work with Advancement services gift processing team to ensure gifts are recorded on Constituent Relations Management System (CRM).
    4. Manage remote deposit account to ensure cash is reconciled in a timely manner and donations are transferred to the appropriate gift account.
    5. Prepare a quarterly pledge schedule of pledges 25k and above for the UMass Foundation and the university's controller's office. Compile copies of pledge agreements and payments for submission with the pledge schedule.
    6. Work collaboratively with the Office of Budget and Financial Planning and the Controller's office to set up new gift accounts. Once new accounts are established notify departments of new chartfield information. Also, ensure new chartfield information is recorded in ADVANCE in the allocation table.
    7. Work collaboratively with Corporate and Foundation's team in university advancement regarding grant activity to ensure pledge commitments and payments are recorded in ADVANCE. When appropriate contact ORSP and UMass Foundation to follow up on the status of the award. Access peoplesoft Finance query to confirm cash award.
    8. Respond to gift inquiries from deans, assistant deans, directors and principal investigators and business managers regarding current use gifts and endowment distribution to the campus, research discrepancies and work with the Office of Budget and Financial planning and the controller's office to resolve issues. Run appropriate reports from PeopleSoft, ADVANCE and endowment system Stellar to resolve issues.
    9. Work closely with departmental staff to ensure purchase orders, and invoices are paid in accordance with university policies; Approve travel and purchase orders on-line, prepare contracts for goods and services in accordance with university policies.
    10. Prepare and monitor gifts of securities made through university broker for donations made to the foundation and Boston current-use accounts. Work closely with the Treasurer's Office, UMass Foundation and BYN Mellon to ensure proceeds from stock are credited to the correct account.
    11. Process non-cash charitable contributions, obtain the 8283 form from the donor, and follow-up with the Treasurer's Office to obtain signature of the university treasurer. Ensure the Controller's office has appropriate documentation (gift agreement, 8283 form, appraisal) to record on the university's Asset Management system (AMS).
    12. Work closely with the University's Bursar's Office and the UMass Foundation to ensure wire and ACH transactions are processed and transferred to the correct gift account.
    13. Perform other duties as assigned.

    C. Minimum Qualifications:

    Bachelor's degree in Accounting, business administration, Finance, Management Information Systems, or a closely related field, and at least five to seven years of financial operations experience in a higher education setting or non-profit.

    Preferred Qualifications:

    • Master's degree
    • Experience working with enterprise systems (i.e. human resources, finance, summit, BuyWays)
    • Experience working with Customer Relationship Management software (CRM) such as Salesforce, ADVANCE, or other CRM products.

    Knowledge, Skills and Abilities:

    • Knowledge of accounting systems and practices.
    • Ability to compile, review and reconcile data for accuracy, completeness and compliance.
    • Knowledge of CASE Reporting Standards and Management Guidelines; as well as GASB (Government Accounting Standards Board).
    • Knowledge of IRS guidelines pertaining to cash and non-cash contributions
    • Self-driven ability to understand, discover, resolve, and recommend options to solve complex business issues.
    • Excellent written and oral communication skills in order to: identify and articulate business challenges, project objectives, and analytical approach.
    • Ability to work independently as well as in a collaborative team environment.
    • Strong organizational skills to handle several projects simultaneously, accommodate shifting priorities and meet deadlines.
    • Candidate should enjoy problem solving and be very good at troubleshooting.
    • Proficiency with Microsoft Office Suite
    • Demonstrated ability to expedite work through complex business systems.
    • Ability to work in a fast-paced work environment.
    • Ability to maintain confidentiality standards and handle sensitive information in a discretionary manner.

    Application Instructions:

    Please apply online with your resume, cover letter and list of three professional references.

    Review of candidates will begin following the application closing date.

    Only Internal candidates in the Professional Staff Bargaining Unit will be considered during the first 10 business days of the posting. All other candidates will be considered after that period.

    Salary Ranges for the appropriate Pay Grade can be found at the following link:

    Grade: 34

    This is an exempt union position.

    All official salary offers must be approved by Human Resources.

    UMass Boston is committed to the full inclusion of all qualified individuals. As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact or

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