UC San Diego SENIOR DIRECTOR, GIFT SERVICES Hiring Pay Scale: $135K-$165K Reporting to the Assistant Vice Chancellor (AVC) for
Advancement Services, the Senior Director is responsible for
providing leadership, strategic direction, and significant
expertise in the financial operational oversight of the Office of
Gift Services. Includes oversight for the Gift Services Division,
which reviews, processes, and receipts over 40,000 gift
transactions annually, including gifts to the UC San Diego
Foundation and to the campus directly. Includes reporting on UC San
Diego private support totals in compliance with UC and CASE
standards internally, as well as to UCOP and externally to national
surveys of significant importance and stature to UC San Diego.
Includes oversight of planned gifts and their review and
acceptance, many of which have significant complexity. Also
responsible for strategically planning and managing all the related
service delivery systems associated with these areas.
The Senior Director is a significant senior leader
and partner in Advancement. The Senior Director must be fully
conversant with all components of the fundraising cycle, from
cultivation through stewardship to properly handling and processing
gifts and fund creation and management of the endowment, expendable
funds, gifts in kind, and planned gifts. The Senior Director will
work collaboratively with leadership in Advancement and across the
campus to provide advice, support and counsel regarding charitable
gifts and services related to their acceptance. The successful
candidate will possess a thorough and well-rounded knowledge of
Advancement in a major research university environment, the role of
the campus Foundation, the role of the Office of Contracts and
Grants as a critical partner, the private support and capital
campaign counting standards of reporting deployed by institutions
of higher education and within UC, and the importance of donor
stewardship.
The Senior Director will be responsible for providing
expert strategic direction and oversees a complete analysis of the
complex structure of Gift Services. The incumbent will identify,
evaluate, and implement opportunities to streamline workflow,
processes, policies, and practices, implement new tools and
software, and direct the daily operations. The incumbent will
evaluate and make recommendations to senior leadership to enhance
the unit infrastructure to align the organization with the
strategic goals.
The incumbent will often collaborate with and provide
advice, counsel, and unit services both internally with other
management in Advancement Services, as well as to other Senior
management in UCSD, including the Directors of the Office of Gift
Planning, the Directors of Development, and Business Officers and
Financial leaders across the campus as it pertains to charitable
gifts. Delivery of excellent customer service to donors and
internal customers is of the utmost importance.
The Senior Director is also responsible for
mission-critical special projects. Special projects include but are
not limited to closing out complex trusts and estates and managing
other types of planned gifts, such as real estate gifts- working
directly with the Office of Gift Planning, UC San Diego Real Estate
Management and Risk Management, outside legal counsel, trustees and
administrators.
Fin Anal Mgr I Career Tracks:Receives assignments in
the form of objectives and determines how to use resources to meet
schedules and goals. Manages, prepares, administers, and directs
control of budget / organization resources. Manages the activities
of the financial / resource analyst staff. Reviews and approves
recommendations for financial planning and control. Monitors unit’s
adherence to the approved budget. Provides guidance to subordinates
to achieve goals in accordance with established policies. Work is
reviewed and measured based on meeting objectives and schedules.
Follows processes and operational policies in selecting methods and
techniques for obtaining solutions. Erroneous decisions or failure
to achieve goals results in additional costs and personnel, and
serious delays in overall schedules.
QUALIFICATIONS • Demonstrated strategic management and leadership
experience in a university Advancement Services and/or University
Foundation operation, including developing objectives and policies,
forecasting, budgeting, organizational and change management, and
supervising within mission-critical units. Ability to plan,
implement and evaluate change to support the fundraising business
objectives of Advancement.
• Ability to evaluate the adequacy and effectiveness
of administrative and financial processes and controls and to
evaluate the effectiveness and efficiency of operations and
compliance with applicable policies and regulations. Ability to
determine and implement process improvements continuously using
Lean Six Sigma and other techniques. Working knowledge of theories
and systems of internal controls (financial, management, and
IS).
• At least 10 years of extensive, in-depth, hands-on
experience in higher education Advancement Services or as a CFO, VP
of Finance, or other financial or data management leadership
position in a public or private entity, for-profit or
not-for-profit. Requires expert and demonstrated advanced knowledge
and experience in IRS charitable giving laws, and the application
of generally accepted accounting principles (GAAP), fund accounting
principles, GASB and/or FASB standards. Also requires extensive
knowledge, an application of internal control standards and
analysis, and an auditing background.
• Demonstrated experience and ability to develop
short and long-term strategic plans, policies, and procedures for a
large operational unit. Ensure effective implementation and
oversight. Ability to plan, implement and evaluate change.
• Proven advanced knowledge and understanding of the
highly complex nature of gifts, planned gifts, financial data,
investing and managing endowments, and gift purposes and function
in higher education. Clear understanding of the components of
investment returns, and endowment spending.
• Strong information technology abilities and
knowledge. Ability to use database querying and manipulation,
excel, understanding the integration of data and financial systems,
and financial accounting reporting systems and tools. Experience in
developing key financial performance indicators.
• Broad and thorough knowledge of theories and
principles of the accounting profession, good business practices,
and/or general administration through knowledge of and experience
in taxation, tax law, and tax planning.
• Comprehensive knowledge of finance and budget
policies, practices and systems; budgeting and reporting
techniques; fund accounting; human resource planning; accounting
and bookkeeping.
• Advanced experience in financial analysis, analysis
of complex financial data to determine financial feasibility and
organizational risk, problem-solving, modeling, and the formulation
and implementation of creative solutions.
• Interpersonal skills and ability to work
effectively across the organization at all levels; ability to
interact with diverse populations. Ability to effectively
communicate verbally and in writing.
• Client services oriented; good listening, critical
thinking, and analytical skills.
• Demonstrated experience in hiring, training,
supervising, evaluating, and disciplining staff. Proven ability to
plan, manage and mentor staff, and set priorities to direct others
within high standards of productivity and ethical outcomes.
• Advanced degree in a relevant field or equivalent
combination of education and experience.
• Demonstrated extensive experience and expertise in
managing personnel with a proven ability to interpret and enforce
related policies and procedures. Proven ability to counsel
employees on personnel rules and regulations governing employees.
Demonstrated skill and extensive knowledge of the development and
management of budgetary and space resources, planning for resource
needs, and negotiating results.
SPECIAL CONDITIONS • Job offer is contingent on clear Background
Check.
• Must have access to reliable transportation.
• Occasional evenings and weekends may be
required.
If employed by the University of California, you will
be required to comply with our Policy on Vaccination Programs,
which may be amended or revised from time to time. Federal, state,
or local public health directives may impose additional
requirements.
Apply Online: http://50.73.55.13/counter.php?id=286090
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environment, UC San Diego strives to cultivate a rich and diverse
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Action Employer. All qualified applicants will receive
consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, disability, age or protected veteran status.
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Policy please visit:
https://policy.ucop.edu/doc/4010393/PPSM-20 For the University of California’s
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https://policy.ucop.edu/doc/1001004/Anti-Discrimination