Edtech.com's Summary

Emory University is hiring an Executive Director of Fund Management - Advancement and Alumni Engagement. This role oversees donor-restricted funds compliance, works directly with school and unit leaders to monitor and ensure proper fund usage, and develops institutional policies to support financial accountability within the Advancement and Alumni Engagement division.

Highlights

Ensure institutional compliance with laws and policies governing donor intent and restricted funds.
Monitor fund usage and collaborate with school and unit leaders including deans and finance staff.
Develop and refine policies for managing donor-supported restricted funds.
Provide counsel to financial officers to optimize fund utilization.
Partner with Advancement and Alumni Engagement (AAE) leadership on initiatives and projects.
Proficient in Microsoft Office Suite, mass email applications, databases, project management software, and CRM systems.
Strong knowledge of financial accounting standards (FASB 116 and 117) and IRS regulations related to charitable giving, especially in higher education.
Bachelor’s degree required; Master’s degree preferred with at least 10 years of relevant experience including leadership roles.
Experience in advancement, accounting, fundraising reporting, and administrative management in non-profit or university settings.
Role requires hybrid work with in-person presence two days per week and residency in Georgia.

Executive Director of Fund Management - Advancement and Alumni Engagement Full Description

Discover Your Career at Emory University: Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the excellence of our academic community.

Description:

The Division of Advancement and Alumni Engagement utilizes resources, technology, and business for the purpose of constituent engagement, donor research and solicitation, and stewardship throughout Emory University and Health Systems. Our mission is to inspire and steward meaningful, lasting relationships that elevate engagement and giving to fulfill Emory’s mission to serve humanity. AAE is a high-performance team built on innovative ideas, trust, and accountability. We foster collaborative connections and value inclusion. We are currently seeking an Executive Director of Fund Management.

The Operations department plays a crucial role in supporting the administrative and operational needs of the Advancement and Alumni Engagement division. This support encompasses various areas including financial management, data analysis, prospect development, stewardship, gift and records administration, technology and fundraising support. The Gift Operations team supports all Advancement and Alumni Engagement departments by overseeing new gift agreements, monthly annual fundraising reports, and receiving and processing gifts for Emory University and Emory Healthcare. This position will report to the Senior Associate Vice President - Operations.

KEY RESPONSIBILITIES:

Responsible for ensuring institutional compliance with all laws, regulations, and institutional policies related to donor intent restrictions and documented donor restrictions including use and purpose of philanthropic funds and the timely and prudent expenditure of restricted funds across Emory.
Utilizes relevant data and documentation to monitor the use of funds and work with school/unit leaders as well as relevant stakeholders and partners to ensure that funds are being utilized appropriately.
Meets directly with school and unit leaders including deans, directors, and senior finance staff to review funds and ensure utilization as intended.
Ensures that the institution has appropriate processes for sharing terms and documentation related to any funds with fiscal officers and effective methods for financial accountability of donor-supported funds.
Provides counsel to financial officers and staff centrally and in schools & units as needed to help develop alternative plans for utilizing funds if necessary.
Refines and develops institutional policies that define and support their activities as well as related responsibilities for institutional staff both centrally and in schools & units regarding the appropriate and timely use of donor-supported restricted funds.
Partners with AAE and institutional leadership on specific initiatives and projects.
Performs related responsibilities as required.

ADDITIONAL JOB DETAILS:

This position requires coming in person two days a week.

MINIMUM QUALIFICATIONS:

Bachelor's degree and ten years of experience in advancement, accounting, IT, or related field with management or leadership experience.

PREFERRED QUALIFICATIONS:

Successful candidates will possess extensive experience managing projects, budgets, and financial reports, working with various technologies including advanced knowledge and experience with Microsoft Office Suite, mass email applications, database and project management software, and CRM systems.
Proficiency in fundraising reporting and counting.
Strong knowledge of financial accounting systems (FASB 116 and 117 specifically) and IRS regulations with regard to charitable giving and reporting practices, particularly those related to a higher-education setting.
Strong interpersonal and problem-solving skills with attention to detail, the ability to work with ambiguity, and navigate a complex work environment.
Strong organizational, written, and verbal communication skills and possess the ability to manage multiple projects simultaneously.
Master’s level degree.
Experience leading teams, working independently as well as collaboratively to achieve goals, with a commitment to delivering exceptional customer service.
Prior experience in administrative management, advancement, fundraising, campaign, alumni engagement, non-profit, or a university setting.
Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion.
Flexibility to accommodate changing priorities and deadlines.

NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.

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Additional Details: Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: 404-727-9867 (V) | 404-712-2049 (TDD).

Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at accessibility@emory.edu or call 404-727-9877 (Voice) | 404-712-2049 (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.

Original Job Description

KEY RESPONSIBILITIES:

Responsible for ensuring institutional compliance with all laws, regulations, and institutional policies related to donor intent restrictions and documented donor restrictions including use and purpose of philanthropic funds and the timely and prudent expenditure of restricted funds across Emory.
Utilizes relevant data and documentation to monitor the use of funds and work with school/unit leaders as well as relevant stakeholders and partners to ensure that funds are being utilized appropriately.
Meets directly with school and unit leaders including deans, directors, and senior finance staff to review funds and ensure utilization as intended.
Ensures that the institution has appropriate processes for sharing terms and documentation related to any funds with fiscal officers and effective methods for financial accountability of donor-supported funds.
Provides counsel to financial officers and staff centrally and in schools & units as needed to help develop alternative plans for utilizing funds if necessary.
Refines and develops institutional policies that define and support their activities as well as related responsibilities for institutional staff both centrally and in schools & units regarding the appropriate and timely use of donor-supported restricted funds.
Partners with AAE and institutional leadership on specific initiatives and projects.
Performs related responsibilities as required.

ADDITIONAL JOB DETAILS:

This position requires coming in person two days a week.

MINIMUM QUALIFICATIONS:

Bachelor's degree and ten years of experience in advancement, accounting, IT, or related field with management or leadership experience.

PREFERRED QUALIFICATIONS:

Successful candidates will possess extensive experience managing projects, budgets, and financial reports, working with various technologies including advanced knowledge and experience with Microsoft Office Suite, mass email applications, database and project management software, and CRM systems.
Proficiency in fundraising reporting and counting.
Strong knowledge of financial accounting systems (FASB 116 and 117 specifically) and IRS regulations with regard to charitable giving and reporting practices, particularly those related to a higher-education setting.
Strong interpersonal and problem-solving skills with attention to detail, the ability to work with ambiguity, and navigate a complex work environment.
Strong organizational, written, and verbal communication skills and possess the ability to manage multiple projects simultaneously.
Master’s level degree.
Experience leading teams, working independently as well as collaboratively to achieve goals, with a commitment to delivering exceptional customer service.
Prior experience in administrative management, advancement, fundraising, campaign, alumni engagement, non-profit, or a university setting.
Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion.
Flexibility to accommodate changing priorities and deadlines.

#LI-VJ1

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Executive Director of Fund Management - Advancement and Alumni Engagement

Edtech.com's Summary

Executive Director of Fund Management - Advancement and Alumni Engagement Full Description

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