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Foundation Fund Manager

University of Georgia
retirement plan
United States, Georgia, Athens
Dec 24, 2024
Posting Details
Posting Details


Posting Number S13066P
Working Title Foundation Fund Manager
Department Franklin-Deans Business Office
About the University of Georgia
Since our founding in 1785, the University of Georgia has operated as Georgia's oldest, most comprehensive, and most diversified institution of higher education ( https://www.uga.edu/). The proof is in our more than 235 years of academic and professional achievements and our continual commitment to higher education. UGA is currently ranked among the top 20 public universities in U.S. News & World Report. The University's main campus is located in Athens, approximately 65 miles northeast of Atlanta, with extended campuses in Atlanta, Griffin, Gwinnett, and Tifton. UGA employs approximately 3,000 faculty and more than 7,700 full-time staff. The University's enrollment exceeds 40,000 students including over 30,000 undergraduates and over 10,000 graduate and professional students. Academic programs reside in 18 schools and colleges, as well as a medical partnership with Augusta University housed on the UGA Health Sciences Campus in Athens.
About the College/Unit/Department
College/Unit/Department website
Posting Type External
Retirement Plan TRS or ORP
Employment Type Employee
Benefits Eligibility Benefits Eligible
Full/Part time Full Time
Work Schedule
Additional Schedule Information
M-F; 8-5; Hybrid
Advertised Salary commensurate with experience
Posting Date 12/23/2024
Open until filled No
Closing Date 01/06/2025
Proposed Starting Date 02/01/2025
Special Instructions to Applicants
Location of Vacancy Athens Area
EEO Policy Statement
The University of Georgia is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ethnicity, age, genetic information, disability, gender identity, sexual orientation or protected veteran status. Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact Central HR (hrweb@uga.edu).
USG Core Values Statement
The University System of Georgia is comprised of our 26 institutions of higher education and learning, as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found online at https://www.usg.edu/policymanual/section8/C224/#p8.2.18_personnel_conduct.

Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found online at https://www.usg.edu/policymanual/section6/C2653.
Position Information


Classification Title Fiscal Affairs Manager
FLSA Exempt
FTE 1.0
Minimum Qualifications
Requires at least a baccalaureate degree in the field. Please contact your Human Resources office for an evaluation of education/experience in lieu of the required minimum qualifications.
Preferred Qualifications
Position Summary
The Foundation Fund Manager position will serve as the manager of the Foundation Fund Management ( FFM) team and is considered a hands-on, high-level responsibility position that reports to the Sr. Director for Finance and Administration for all foundation accounting including monitoring and projecting Foundation account spending for accuracy and compliance with both UGA and UGA Foundation policy and donor fund agreements. This position serves as the contact between the Franklin College Business Office ( FCBO) and the UGA Foundation ( UGAF). The position provides support for all gift-related transactions and all expenditure, budget, and fund-related transactions. This position will work collaboratively with the Franklin College Development Office, FCBO Business Services Center and Financial Affairs Support Team, and departments to ensure we are being good stewards of donor funding. This position creates and reviews monthly reconciliation and projection reports for the unit's Foundation accounts and will aid faculty and staff regarding policies and procedures.
Knowledge, Skills, Abilities and/or Competencies

  • Direct experience in the area of UGA Foundation fund administration
  • Demonstrated experience in coordinating and managing multiple competing projects in an organized, efficient manner by prioritizing tasks to meet deadlines
  • Acting independently and exercising sound judgment with sensitivity to identify matters that require higher-level management consultation
  • Solid knowledge of UGA and UGAF policies related to foundation funds
  • Experience managing and developing budgets
  • Demonstrated experience performing analysis involving programmatic and fiscal considerations resulting in the formation of action plans
  • Strong attention to detail
  • Excellent interpersonal, written and verbal communication skills to interact with a variety of personalities at all levels, exercising tact, confidentiality, sound judgment, diplomacy, and flexibility to promote positive working relationships and job effectiveness
  • Software experience and expertise in:
  • MS Office Suite
  • FAME
  • Adobe

Physical Demands
Sitting, standing, and working at a computer for long periods of time
Is driving a responsibility of this position? No
Is this a Position of Trust? Yes
Does this position have operation, access, or control of financial resources? Yes
Does this position require a P-Card? No
Is having a P-Card an essential function of this position? No
Does this position have direct interaction or care of children under the age of 18 or direct patient care? No
Does this position have Security Access (e.g., public safety, IT security, personnel records, patient records, or access to chemicals and medications) Yes
Credit and P-Card policy
Be advised a credit check will be required for all positions with financial responsibilities. For additional information about the credit check criteria, visit the UGA Credit Background Check website.
Background Investigation Policy
Offers of employment are contingent upon completion of a background investigation including, a criminal background check demonstrating your eligibility for employment with the University of Georgia; confirmation of the credentials and employment history reflected in your application materials (including reference checks) as they relate to the job-based requirements of the position applied for; and, if applicable, a satisfactory credit check. You may also be subject to a pre-employment drug test for positions with high-risk responsibilities, if applicable. Please visit the UGA Background Check website.
Duties/Responsibilities


Duties/Responsibilities

  • Maintain the master budget for all Foundation funds in Franklin College.
  • Review, forecast and manage budgetary processes for Foundation funds. This includes aiding departments and FAST in managing the annual spending budget for endowed funds and submitting spending exceptions as needed.
  • Work with FAST on ensuring that Foundation funding is incorporated into the annual budget picture for departments. Meet bi-annually with FAST and department heads, and review unspent funds to ensure Franklin is making the best use of their available funds.
  • Work with SR Financial Director on using Foundation funding to support the annual goals of Franklin College.
  • Management and monthly reconciliation/review of all Foundation funds held by the Dean's Office and the Development team's annual budget.
  • Prepare annual Recon spreadsheets for FAST and provide routine auditing of departmental Foundation funds (endowed and spendable); ensure that all expenditures and gifts are accurately posting to the appropriate fund both within UGA Financials and FAME.
  • Provide financial reports to faculty members, department heads, and Development liaisons as needed.
  • Serve as the key liaison between UGA Foundation, departments, OSFA, and other colleges regarding all Foundation administration questions.
  • Work closely with FAST, BPAT, and the Foundation Fund Administrator to ensure compliant processing of all actions processed by FCBO that involve Foundation funds."


Percentage of time 65


Duties/Responsibilities
Personnel Management/Training:

  • Manage the Foundation Fund Administrator position.
  • Oversee HR processes such as hiring, terminations, and leave.
  • Provide positive leadership and supervision to staff that inspires teamwork, service and a productive work environment
  • Analyze, evaluate, and improve Foundation Fund Management Team procedures and practices
  • Prepares process maps and supporting documentation to improve business operations and trends to project future expenses
  • Training and Assessment:

    • Conduct performance reviews; Oversee professional development and mentorship
    • Identify training needs within Foundation Fund Management Team
    • Build monthly, quarterly and annual training program(s)
    • Plan and implement training programs
    • Prepare and deliver training courses in various formats using relevant training materials such as text, handouts, class exercises; Bring guest presenters if necessary
    • Track employee success and progress
    • Support the ongoing development and implementation of comprehensive outcomes assessment programs for all the FCBO that support the goals the college's and university's strategic"




Percentage of time 15


Duties/Responsibilities

  • Maintain knowledge of fund agreements
  • Serve as the approver in the UGA Financial Management system for departments
  • Serve as reviewer/approver for all transactions submitted to UGAF
  • Ensure compliance with UGA financial processes and standards.
  • Ensure compliance with UGAF Expenditure Control policy and procedures

Percentage of time 15


Duties/Responsibilities
  • Coordinate and provide leadership on special projects as assigned
Percentage of time 5
Applied = 0

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