Associate Director, Fund Management at The Ohio State University
Posting DateMay 1, 2019
Location of Position
For 144 years, The Ohio State University's campus in Columbus has been the stage for academic achievement and a laboratory for innovation. It's where friendships are forged. It's where rivalries and revelry are born.
The university's main campus is one of America's largest and most comprehensive. As Ohio's best and one of the nation's top-20 public universities, Ohio State is further recognized by a top-rated academic medical center and a premier cancer hospital and research center. As a land-grant university, Ohio State has a physical presence throughout the state, with campuses and research centers located around Ohio.
Duties and Responsibilities
70% – Defines and implements effective methods for ensuring financial accountability of donor-supported funds. Works closely with colleagues in Development and across the university including but not limited to reporting services, IT, financial services, college/unit development and stewardship staff, college/unit fiscal staff, student financial aid, and other partners to ensure funds are utilized in accordance with specific donor restrictions governing the funds. Identifies data requirements to support stewardship strategies and helps ensure information is readily available to report to donors and other stakeholders about donor-supported funds and their impact. Compiles, analyzes, and monitors fund data. Proactively identifies and researches potential issues. Supports college/unit development, stewardship, and fiscal staff in reviewing development funds and communicating about stewardship. Coordinates and convenes meetings to review fund balances and develop spending plans as appropriate. Monitors pending/endowed funds to ensure required funding levels are reached; works with development/stewardship officers to determine appropriate alternatives if required funding is not reached. Updates and maintains contact information for fund administrators.
15% – Advises faculty and staff – including but not limited to development staff, fiscal staff, fund administrators – about relevant university financial and gift policies; may occasionally talk with donors to explain the same. Partners with central development staff and college/unit development and fiscal staff to resolve specific issues or concerns about donor-supported funds, on behalf of donors and the university. Remains current on gift policies.
10% – As a Functional Lead for The Advancement System (TAS), provides expertise on overall business requirements and processes for fund administration tools. Reviews and approves relevant IT project requirements. Helps to direct and participate in the developing and performing of test scenarios. Subject Matter Expert for the Fund View interface with assistance from IT staff. Trains and assists with development of training materials for Fund View. Occasionally helps resolve questions about TAS issues related to funds, as submitted through the Help Desk.
5% – As an active member of the Gift Agreement and Endowment Services (GAES) team, helps to guide strategies and participate in projects to improve internal and external processes. Serves as backup gift agreement and endowment description writer. At times represents GAES at senior fiscal officer meetings and other related university meetings. Performs other duties as assigned.
Bachelor’s degree or an equivalent combination of education and experience; 3 years’ experience using financial systems and software; 3 years’ experience using customer relationship database; knowledge of investments, stocks, mutual fund strategies and market financial reports; experience explaining financial data or concepts to internal and/or external partners.
Experience working with complex, relationship database software systems (TAS); experience with The Ohio State University financial systems; and knowledge of higher-education advancement, demonstrated knowledge of endowments.
In accordance with the Disaster Preparedness and University State of Emergency Policy 6.17 this position has been designated as a standby position.
Also, please visit http://advancement.osu.edu/ to learn more about the Ohio State University Office of Advancement.
The Ohio State University is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation or gender identity, national origin, disability status, or protected veteran status.