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Director, Fund Management (Contract) - 8895

Company: University of California - Merced
Location: Merced
Posted on: November 22, 2020

Job Description:

Hiring Range

This position is a three (3) year renewable contract with benefits.

Job Closing Date

The application review will begin on 10/5/2020 and continue until position is filled.

About UC Merced

The University of California, Merced, is the newest of the University of California system's 10 campuses and the first American research university built in the 21st century. With nearly 8,000 undergraduate and graduate students, UC Merced offers an environment that combines a commitment to diversity, inclusion, collaboration and professional development. With bachelor's, master's and doctoral degree programs, strong research and academic partnerships, and community involvement, the UC Merced campus is continually evolving and requires talented, knowledgeable and dynamic educators, researchers, management and staff.

Ranked among the best public universities in the nation by U.S. News and World Report, UC Merced is uniquely equipped to provide educational opportunities highly qualified students from the San Joaquin Valley and throughout California. The campus enjoys a special connection with nearby Yosemite National Park, is on the cutting edge of sustainability in construction and design, and supports the economic development of Merced and the region.

In Fall 2016, UC Merced broke ground on a $1.3 billion public-private partnership that is unprecedented in higher education. The Merced 2020 Project nearly doubled the physical capacity of the campus, enhancing academic distinction, student success and research excellence. In 2018, UC Merced opened the Downtown Campus Center, a $33 million, three-story administrative building located in the heart of Merced.

About the Department

External Relations raises funds and develops partnerships to support faculty, students and programs, and builds relationships that advance the mission of UC Merced with government, community, business, industry and opinion leaders, through strategic communications, public outreach and visibility strategies. External Relations supports the work of the UC Merced Foundation, a volunteer fundraising board that helps promote and increase private philanthropic support, advocates for the university and manages a portion of the university's endowment.

The division comprises several departments: Alumni Relations, Arts, Government and Community Relations, Marketing, Philanthropy and Strategic Partnerships, Protocol and Special Events, and Public Relations.

About the Job

Uses skills as a seasoned, experienced, fundraising professional. Plans, schedules, and implements moderate-sized, comprehensive fundraising and alumni relations projects and programs, including specific fundraising programs such as annual fund, alumni relations, research, etc. May coordinate and oversee the work of support staff and/or other professionals. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Position is expected to raise gift dollar amounts as established at each fundraiser specialization.

Key Responsibilities

* The Director serves as a liaison between External Relations staff, campus fund managers, General Accounting, Budget and UCOP providing expertise on matters of gift and fund management.

* The Director will ensure compliance with University policies and outside regulatory agencies to meet fiduciary responsibilities.

* This Director will assist with policy development and manage the day to day fund-related operations including monitoring turnaround time, workflow issues, and providing excellent frontline customer service.

* The Director is responsible for developing, implementing and managing the reporting models for communication of fund balances and other
financial information to campus, UCOP and other external users. This includes serving as primary contact for campus units for information and advice regarding gift and endowment fund activity. * Reviews all gift agreements to provide recommendations to management and evaluate classification and proper administrative actions necessary to proceed for the benefit of either the Regents or the Foundation.

* The Director will work very closely with the Gift Administration unit on gift fund issues and will serve as the in-house expert for policy related to
administering gift funds and coordinates with University Counsel as needed.
* The Director is responsible for ensuring the AVC and VC and other External Relations and campus leaders are apprised of critical needs or issues
when they arise and require immediate attention especially when these may have a donor relations implication. * The Director is responsible for working very closely with program managers across campus to ensure that all gifts and endowment payout are spent according to donor intent.

* In addition, the Director will devise a training strategy for campus gift fund management, provide training programs for various External Relations staff members and campus partners and maintain and expand training materials and resources for the unit as needed.

Fund Stewardship

* The Director will work closely with the Director of Stewardship as it relates to annual donor reporting to ensure integrity of the financial data and gift terms.

* Maintains a working knowledge of stewardship functions in order to provide cross-trained support when necessary. This may include, but is not limited to, support of stewardship financial reporting functions and communications and it relates to gift use.

* Supports special projects and initiatives as it related to fund and gift management.


Bachelor's degree in related area and minimum of five (5) years experience is required.
Licenses: Maintain a valid US Driver's License

Knowledge & Skills

* Knowledge Skills Five years of prior experience managing programs and/or staff involved in the compilation, review, analysis and reconciliation of funds, accounts, expenditures or other related financial/business transactions.

* Experience in a complex university advancement services, fundraising or similarly structured environment including the management and processing of large volumes of information.

* Ability to quickly and efficiently learn university and IRS policies and regulations.

* Strong written and interpersonal communication skills to establish and maintain good working relationships throughout the organization and with outside constituencies.

* Thorough analytical and critical thinking skills, including aptitude in creative and effective decision-making and problem identification, avoidance and resolution.

* Strong skills in maintaining confidentiality.

* Willingness to work evenings and weekends.

* Excellent computer skills: Microsoft Office, database software (experience with Raiser s Edge preferred) and online research.

* Strong analytical skills with the ability to conduct research, think strategically, analyze information and complex multifaceted problems and situations in order to develop strategies for problem resolution and program planning.

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 or protected veteran status.
For the complete University of California nondiscrimination and affirmative action policy see:
As of January 1, 2014 the University of California, Merced will be a smoke and tobacco free workplace. Information and the Smoke and Tobacco Free policy is available at

Keywords: University of California - Merced, Merced , Director, Fund Management (Contract) - 8895, Executive , Merced, California

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