DESCRIPTION

Reporting to the Vice Chancellor Advancement (VCA), the Associate Vice Chancellor of Advancement Services is responsible for comprehensive management of all Advancement Services functions in the higher educational fundraising industry, which provides policy andinfrastructure support in fundraising, alumni, advocacy and public service operations for UC San Diego. Provides leadership for complex negotiation, management and oversight of charitable gifts to the campus and the UC San Diego Foundation, and the related revenue,accounting, internal control, stewardship and financial cycles to assist the campus in raising $500M or more annually in private support. These areas represent the highest risk functions in Advancement due to the magnitude of funds involved and policy and security issues thatmust be adhered to. With the completion of the $3 Billion campaign in 2022, and the anticipated continued growth in all areas of oversight, the protection of those funds relative to the current economic environment is an ongoing essential and critical function for UC San Diego.

Functional areas include: UC San Diego Regents(campus) and Foundation gift acceptance, processing, document management and private support reporting; UC San Diego campus and Foundation gift accounting; UC San Diego Financial Accounting and Investment operations. The incumbent serves concurrently as Chief Financial and Operating Officer of the UC San Diego Foundation. The incumbent oversees all gift acceptance, recording and fund management operations in the alumni/donor/prospect donor database as managed by Gift Services and Gift Policy Administration in accordance with UC Development Policy, CASE standards and IRS regulations. Oversees Gift Policy/Administration for the campus and Foundation, gift agreement writing and negotiation, campus leadership reviews, and manages Fund Stewardship standard and special reporting cycles.

The UC San Diego Foundation is a separate California not-for-profit corporation, which is the primary fund raising and advocacy arm of UC San Diego, and works to build endowment resources. The board sets its own spending policies to manage those resources. With assets inexcess of $1.6 billion (and growing), the AVC Advancement Services provides policy and investment guidance and control in this area. UC San Diego Foundation receives more than half the private support for the campus each year. In addition to the Foundation's fiduciary role, it also develops enduring relationships with a diverse group of University constituencies and must effectively interface with the academic activities through effective policy management and fund stewardship. The Foundation operates independently of the Regents but adheres tocampus financial and administrative controls pertaining to its operations. It now uses the accounting and reporting system of the campus in a separate ledger and reporting function; it is subject to a full-scale independent external audit and adherence to GAAP and GAAS for itsfinancial reporting obligations. The Foundation is governed by a Board of Trustees, the members of which are prominent donors, community and national leaders, distinguished alumni and faculty, the Chancellor and Vice Chancellor-Advancement. All other Vice Chancellors andDeans are included in meetings of the Foundation Board.

QUALIFICATIONS

• Excellent leadership abilities to oversee multiple functions or departments through subordinate managers.
• Advanced knowledge of financial analysis and reporting techniques; human resources and risk management planning; accounting and payroll.
• Excellent skills to work collaboratively and act persuasively in sensitive situations; skills in conflict management techniques.
• Skills in establishing and implementing customer service standards. Excellent ability to establish metrics for department and employee goals which measure effectiveness of contributions to efficient operations of department.
• Advanced project management skills, including the capability to manage capital projects.
• Advanced knowledge of administrative management theory and ability to translate this knowledge into practice.
• Advanced skills in strategy development, systems planning and change management.
• Superior oral, written, and interpersonal communication skills to ensure effective relationships with colleagues, senior University officials, Foundation Board of Trustees and community leaders. Ability to lead large group meetings, make oral presentations to senior management, donors, and other internal and external groups regarding projects, systems,or programs; teach University staff-wide instruction courses.
• Advanced knowledge and experience in the theories, principles, and practices of the accounting profession including generally accepted accounting principles, non-profit and governmental fund accounting, budgeting and forecasting with proven ability to apply concepts to systems design and implementation. Ability to oversee the implementation of internal control systems and monitoring to minimize the risk of material error or misstatement.
• Proven knowledge of investments, types, mixes, returns, risk as well as the requirements of the Uniform Prudent Management of Institutional Funds Act and the related prudent investor rules. Advanced skill and knowledge of economic and investment theory consistent with the active investment of endowment and expendable funds portfolios. Ability to analyze market conditions, performance results, risk/return relationships, read and interpret financialinformation and conditions, and explain information/provide analysis. Ability to work with external investment management consultants in achieving desired investment outcomes.
• Demonstrated background and experience in managing and administering a comprehensive program of reviewing accepting, recording and receipting charitable donations, ensuring compliance with state and federal law, IRS and other tax laws and non-profit law, and University and Foundation policies. Advanced skill and experience in evaluating, managing, investing, selling a wide variety of gifts, including real estate and marketable securities, tangible personal property, charitable trusts, and charitable gift annuities. Proven skill in overseeing donor acknowledgement and reporting systems for large, multi divisional complex institutions.
• Expert in all types of charitable giving vehicles and options including planned gifts, outright gifts, gifts in kind and related legal terms and conditions. Highly skilled in both leading a staff and in personal ability to negotiate, write, review and edit complex gift agreements, trusts and other similar legal giving documents to a successful outcome forUC San Diego.
• Proven knowledge and understanding of the fiduciary/financial operations of charitable organizations as stated in the State of California Attorney General's Guide for Charities or similar laws and guidelines in other states.
• Strong knowledge of common organization-specific and other computer application programs. Knowledge and ability to understand, interpret and make decisions in the proper use and application of a full-service accounting system as well as a relational donor database system to meet business requirements in a sophisticated public university setting. Ability to evaluate policies, practices and procedures for such. Ability to oversee effective development of websites and related tools for effective use and to serve donors and the campus community.
• Strong skill in managing the preparation, implementation, and ongoing analysis/reporting of large university advancement multi-divisional budget and use of resources; proven ability to make effective recommendations for allocation of those resources to campus leadership.
• In-depth knowledge of supporting types of organizations, familiarity with UC policy governing such, ability to manage the development and administration of policy.
• Demonstrated skill and ability in developing/maintaining/cultivating a wide variety of excellent relationships, and provide sophisticated advice/counsel and consensus building in a large public University setting.
• Demonstrated ability to perform and direct in-depth analysis and conclusions; provide sound advice on a wide variety of business/operational topics, including but not limited to legal matters, budgetary matters, proposed complex gifts, investments.
• Ability to develop short and long term strategic plans, and policies and procedures for a large operational business unit. Ensure effective implementation and oversight.
• Proven ability to manage and evaluate subordinates, independently determine appropriate growth and other opportunities, and other personnel actions as needed and required. Skill in solving personnel problems and developing a team approach in division. Ability to integrate UCSD Principles of Community, affirmative action, and diversity into daily operations.
• Demonstrated competency and commitment to equity, diversity and inclusion.
• Bachelor's degree and fifteen years or more of progressive proven leadership/managerial skills in the management and oversight of a large, production/service results-oriented "advancement services" or other similarly functioning division of a major research University. Requires in depth knowledge of and experience in business fundamentals including financial accounting, investment practices, internal control systems and all related accountability functions; knowledge of policies, laws and regulations. Superior proven skill in the leadership and development of team approaches to problem solving and project accomplishment. Includes proven skill and knowledge to manage the operations aspects of a large non-profit foundation within a major university.

PREFERRED QUALIFICATIONS

• In-depth knowledge of applicable UCSD and UCOP policies, procedures and practices.
• Master's degree in business or similar field.
• CPA, JD and/or Professional Fiduciary license.

SPECIAL CONDITIONS

Must pass a background check.