Director, Foundation Accounting at InsideHigherEd
Job Description
The Office for Advancement provides leadership and coordination in developing activities and external support associated with gifts to enhance student recruitment/retention and create institutional impacts through philanthropic support. This includes cultivating philanthropic partnerships and individual giving; planning and directing fundraising campaigns; promoting annual giving; planning and coordinating comprehensive and capital campaigns; coordinating planned and deferred gifts; promoting employee and Alumni stewardship; and facilitating donor recognition events. Additionally, the Office for Advancement provides administrative support to the Foundation, which encourages and sustains long-term relationships with compassionate alumni, friends and businesses with generous hearts. SF’s generous donors support the mission and vision of the college, and as such bring about tranSFormational change throughout our communities.
The Director of Accounting supports the fiscal operations of the Santa Fe College (SF) Foundation, a Direct Support Organization (DSO) of SF, by managing accounting processes, financial reporting, budgeting, and compliance activities across multiple financial functions. The Director ensures the accurate and timely preparation of financial statements and reports in accordance with IRS non-profit rules, College guidelines, Florida State laws, Governmental Accounting Standards Board (GASB) standards and other applicable requirements. This position also provides reliable financial information and analysis to the Foundation, College leadership, and other entities. Additionally, the Director leads financial planning and analysis, ensures fiscal integrity, and collaborates with leadership to align the Foundation’s financial practices with the College’s philanthropic mission.
This position requires an individual with strong technical and analytical abilities, including proficiency in Microsoft Office Suite and accounting software. The ideal candidate demonstrates effective problem-solving, a positive and collaborative attitude, and strong negotiation skills.Job Description
Responsibilities and Duties Include:
Oversees the accounting and financial operations of the Foundation to include supervising daily accounting and financial activities, processing and analyzing financial transactions, and facilitating financial audits in collaboration with external firms.
Develops and maintains robust internal controls to ensure accurate financial reporting and compliance for the Foundation, including the management of financial software and systems.
Manages the Foundation’s marketable securities portfolio in collaboration with the Vice President and external investment managers.
Provides support to leadership in the development and implementation of special projects and emerging capital needs; presents financial information to key stakeholders.
Develops and implements a fiscally sound financial budget that meets the needs of the Foundation and of future financial endeavors in collaboration with the Vice President; works with the VP to integrate financial considerations into the broader business strategy.
Analyzes financial risks, budgetary limits, and funding forecasts to allocate resources that support SF and Foundation priorities.
Implements an approved asset allocation model for the portfolio, with the approval and direction from the Vice President and Executive Director of the Foundation.
Coordinates, prepares, and facilitates the annual external financial audit of the Foundation in collaboration with external firms, including drafting financial statements, preparation of notes to financial statements, as well as the accompanying management discussion and financial statement analysis.
Prepares annual information return for vendors and donors, including 1099-NEC and end-of-year giving letters.
Manages the SF Art Collection, which includes the Hector Puig Art Collection (>5,000 pieces), the World Record Letter Opener collection, and several other art pieces from a variety of smaller collections.
Evaluates potential investment opportunities to make recommendations about the various invest options and prepares financial reports and financial models to predict potential cash inflows.
Supports the management of Santa Fe College Foundation assets, including real estate, negotiable paper, stocks, bonds, and liquid funds.
Manages the Foundation’s real estate investments with the Vice President and provides guidance to external property managers concerning the monthly reporting requirements necessary to maintain adequate financial controls.
Ensures accurate financial data for donor stewardship and institutional reporting; develops ad hoc annual financial statements for internal and external use and submits reports to state and local agencies.
Stays abreast of changes and updates to financial regulations, as well as federal, state, local, and corporate tax laws and policies for 501(c)(3) organizations; ensures compliance with all relevant financial regulations to avoid legal pitfalls.
Maintains fiduciary relationships and fulfills fiduciary responsibilities in a manner commensurate with the highest standards of the College, meeting all federal, state, and local audits and reviews.
Fosters an environment of continuous learning and transparency to promote Supports donor cultivation, outreach, and management as part of the Advancement team.
Complies with all published College Rules, procedures, guidelines, and laws/regulations governing public employees, including but not limited to those related to document retention and destruction, FERPA, and confidentiality.
Strictly honors the privacy, security, and confidentiality of records and other sensitive information according to appropriate state, federal, and college regulations, policies, and procedures.
Provides service excellence through courteous, informed, accessible, and professional engagement.
Performs other duties as assigned.
Reports to: Vice President for Advancement and Chief Philanthropy Officer
QUALIFICATIONS
Required: A bachelor’s degree in accounting, finance, economics, or business-related field from an accredited institution with four (4) years of professional work experience in areas of accounting, finance, investment, or related fields. Prior supervisory experience is also required. A combination of education and experience equal to eight (8) years may be considered.
Additional Requirements: A criminal background check will be conducted.
Preferred: Certified Public Accountant (CPA) licensure. Certified Chartered Financial Analyst (CFA).
General Knowledge, Skills, and Abilities
Ability to work successfully in a multi-cultural environment.
Adaptability to Change – able to be flexible and supportive, able to positively and proactively assimilate change in rapid growth environment.
Analytical Aptitude & Problem Solving - able to analyze information, problems, situations, practices and/or procedures, collect and interpret data, reason logically, establish facts, identify and define existing and potential issues, recognize the interrelationships among elements, draw valid conclusions, develop recommendations, as well as alternative courses of action, select appropriate course, follow up, and evaluate.
Communication – able to effectively communicate in a professional, diplomatic, empathetic, and tactful manner using preferred method and level as applicable to the job.
Critical Thinking & Judgement - able to make well-reasoned, sensible, and timely decisions based on careful, objective review and informed analysis of available information, considerations, and other factors.
Customer Service – ability to respond promptly and courteously to all questions from students and faculty, demonstrating patience and persistence when helping students with little or no computer skills.
Ethics – able to demonstrate integrity, professionalism, civility, and a high degree of ethics in all job-related actions.
Leadership – has demonstrated success as an entrepreneurial, high energy, driven, hands-on leader. Possess expertise in selecting, training, developing, coaching, mentoring, and retaining a highly motivated workforce.
Organization & Time Management – able to plan, schedule, and organize tasks related to the job to achieve goals within or ahead of established time frames.
Problem Solving – proven skills in identifying issues, determining their cause, developing creative solutions, and following through with implementing resolutions.
Team Orientation & Interpersonal — highly motivated team-player with ability to develop and maintain collaborative relationships with all levels within and external to the organization.
Relationship Management – able to personally provide high level of interactive service to others, building relationships and addressing identified needs.
Results Orientation – proven ability to set and exceed established targets.
Systems & Software - proficient level of knowledge of Microsoft Office and/or relevant position software programs.
Detail Oriented - Proven accuracy and attention to detail.
Multi-task - Ability to expeditiously organize, coordinate, manage, prioritize, and perform multiple tasks simultaneously to swiftly assess a situation, determine a logical course of action, and apply the appropriate response.
Application Process: All applicants must submit a completed online SF employment application, an up-to-date resume, letter of intent, and unofficial college transcripts (if applicable) to be considered for this position. Unofficial transcripts are only accepted for review purposes, official transcripts are required prior to any offer of employment being made.
If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended or deemed ineligible depending upon the date of your retirement.Santa Fe College (SF) is committed to maintaining a work and educational environment that embraces diversity and where no member of the college community is excluded from participation in, denied the benefits of, or subject to discrimination in any college program or activity based on: their race, ethnicity, national origin, color, religion, age, disability, sex, pregnancy status, gender identity, sexual orientation, marital status, genetic information, political opinions or affiliations, or veteran status. This commitment applies to employees, volunteers, students, and, to the extent possible, to third parties, applicants for admission, applicants for employment, and the general public. sfcollege.edu/eaeo
Inquiries regarding non-discrimination policies or concerns about discrimination or harassment, including concerns about sexual harassment or sexual violence under Title IX, should be directed to: [email protected]
Santa Fe College reserves the right to extend deadlines and/or not to offer advertised positions. Preference will be given to eligible veterans and spouses of veterans.
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