Sr Gift Fund Financial Analyst & Endowment Steward - 115845
#115845 Sr Gift Fund Financial Analyst & Endowment StewardInitial Review Date: Wed 5/11/2022
For the safety and well-being of the entire university community, the University of California requires, with few exceptions, that all students, faculty and staff be vaccinated against the COVID-19 virus and influenza before they will be allowed on campus or in a facility or office. For more information visit: Flu Vaccine Mandate / COVID Vaccine Policy
This position will remain open until filled.
UCSD Layoff from Career Appointment: Apply by 04/25/2022 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor.
Special Selection Applicants: Apply by 05/04/2022. Eligible Special Selection clients should contact their Disability Counselor for assistance.
Reporting to the Associate Director, Gift Policy and Stewardship, the Senior Financial Analyst is an integral member of the Office of Gift Policy Administration, Donor and Fund Stewardship. The incumbent performs financial analysis and prepares novel approaches to data acquisition and analysis to prepare reports for gift fund fiduciaries (principal investigators, business officers and UC and campus leadership). The Senior Financial Analyst develops and runs reports to ensure the appropriate and timely use of gift funds in accordance with gift agreement terms. Develops a variety of reports from diverse data sources and performs independent analysis to serve the purposes of fund and donor stewardship. Prepares a variety of endowment and current use fund reports and provides data for donor recognition and acknowledgment.
Applies organizational policies and procedures to resolve various issues. Works on problems of limited to moderate scope where analysis of situations or data requires a review of multiple factors. Exercises judgment within defined procedures and practices to determine appropriate action. Contacts are primarily internal to the department, but may also be external.
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Thorough knowledge of finance policies, practices, and systems.
Demonstrated ability to independently gather required information to organize, and perform financial analysis assignments.
Proven ability using spreadsheet and database software for complex financial analysis, fiscal management, and financial reports.
Thorough knowledge and understanding of internal control practices and their impact on protecting University resources.
Experience independently comprehending, analyzing and interpreting complex financial data, written policies, and procedures. Experience to read and understand a variety of financial reports and documents. Experience to perform moderately complex mathematical computations with accuracy and make practical and effective decisions and recommendations.
Ability to respond to ad-hoc statistical data requests by utilizing a wide variety of data programs to create meaningful customized reports/spreadsheets.
Advanced proficiency in MS Office. Demonstrated ability to use Excel functions (Vlookup, Hlookup, IF, Concatenate) functions. Demonstrated ability to use advanced Word merge functions. Demonstrated ability to use Access to import/export data from various sources, run queries/mismatch queries.
Advanced proficiency in the use of business computer applications, relational databases, electronic mail, the Web and social networks. Working knowledge of basic programming languages (SQL, Crystal, HTML).
Experience working with and administering databases. Ability to manage and maintain database using appropriate tools and utilities. Experience writing and running queries using SQL, db2 and Boolean logic. Experience analyzing data from various database queries and similar tools.
Base knowledge and experience in use of data structures with relational database design. Base knowledge of computer networking and information technology principles, practices and terminology and their application in a university environment.
Thorough knowledge of fundraising principles and practices. Knowledge of the principles and practices in a Higher-Educational setting preferred.
Knowledge and experience interpreting and applying state and federal laws, policies, procedures, guidelines, protocols pertaining to gift funds and endowment administration. Knowledge and experience with UCOP/UCSD policies, procedures and guidelines regarding endowment administration is preferred.
Proven experience, and demonstrated success, working in a highly decentralized environment in a large, complex institution.
Bachelor’s degree in business administration, accounting/finance, economics, statistics or an allied field or an equivalent combination of education and experience.
Ability to develop mutually beneficial partnerships with internal and external constituents: use discretion and collaboration to communicate effectively and diplomatically in a professional and courteous manner; and exercise ethical interpersonal behavior. Protect at all time the confidentiality of donors.
Proven ability to effectively present information verbally and in writing in a clear and concise manner.
Effective interpersonal skills with peers throughout the organization; strong service orientation and critical thinking skills; and attention to detail. Ability using organizational skills to multi-task in a high volume environment.
Job offer is contingent upon satisfactory clearance based on Background Check results.
Must have access to reliable transportation.
Occasional evenings and weekends may be required.
Job offer is contingent on successful engagement in the UC COVID-19 Vaccination program (fully vaccinated with documented proof or approved exception/deferral).
The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity or sexual orientation. For the complete University of California nondiscrimination and affirmative action policy see: http://www-hr.ucsd.edu/saa/nondiscr.html
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