What You'll Do: This entry-level professional position is responsible for a wide range of fund administration and accounting activities requiring the application of federal laws, IRS guidelines and the University and Foundation principles and policies. This position manages the creation of and changes to fund accounts, and prepares various management reports while providing excellent customer service. This position also performs other duties as assigned including back up for various accounting functions.
Reviews, analyzes and executes documentation summarizing specific gift designations by donors; including customized gift agreements, fund agreements and charitable grant agreements. This involves working with development staff to create fund and/or gift agreements that meet donor designation and applicable federal laws, IRS guidelines, and the University and Foundation principles and policies, identifying concerns with agreements and consulting with the VP of Finance and Office of General Counsel, setting up the appropriate fund accounts and working with gift administration staff to coordinate entry of initial gifts. (30%)
Serves as liaison for development staff and accounting team, including researching and answering questions regarding fund administration, creating fund reports, and assisting customers with coordination of required paperwork. (30%)
Manages fund accounts by analyzing and processing various requests. This involves initial fund establishment, fund revision requests, authorized signer, transfers between funds and other related requests. (30%)
Assist with miscellaneous projects and tasks in the department including back up for accounting functions such as daily bank reports, reconciling monthly purchasing card transactions, and entry of non-gift transactions. (10%)
Required Qualifications and Selection Criteria:
Bachelor’s degree with an emphasis in Accounting, Business or related field; OR a combination of related education and experience in gift, fund, and/or grant administration to equal four years.
Strong commitment to customer service
Excellent interpersonal skills with the ability to establish and maintain relationships at all organizational levels
Demonstrated ability to problem solve, analyze alternative solutions, and recognize opportunities for improvement
Excellent organizational skills and attention to detail
Ability to gather, organize and present data in a concise and meaningful way
Excellent verbal and written communication skills
Advanced user of Microsoft Word
Intermediate user of Microsoft Excel
Ability to take initiative and function independently and as part of a team
Ability to handle information with discretion and confidentiality
Experience in gift, fund and/or grant administration in a non-profit or university environment.
Internal Number: 339324
About University of Minnesota, Twin Cities
The University of Minnesota, founded in the belief that all people are enriched by understanding, is dedicated to the advancement of learning and the search for truth; to the sharing of this knowledge through education for a diverse community; and to the application of this knowledge to benefit the people of the state, the nation, and the world.