基金运营与合规助理总监
Assistant Director, Fund Administration and Compliance
Overview
威斯康星基金会和校友协会（WFAA）*，是威斯康星大学麦迪逊分校的私人筹款和校友关系组织，正在寻找一位助理主任，负责基金管理和合规工作，加入财务团队！该职位负责在整个基金生命周期内开展基金管理工作，同时支持WFAA的基金管理和合规项目。向基金会计、管理与合规总监汇报，该职位是部门在基金设立、修改、捐赠人意图解读、政策应用和治理活动方面的主要运营资源。
助理主任将与财务、发展、法律部门以及校园合作伙伴协作，确保受捐赠限制和受捐赠支持的基金得到一致、准确的管理，并符合捐赠人意图、组织政策和监管要求。
该职位还通过协调战略举措、发展分析和建议、支持政策制定、实施以及推动跨职能合作，来支持WFAA基金管理体系的运作，从而加强合规性和组织的基金管理实践。
请注意：该职位可能以混合办公或远程办公的方式进行。远程候选人必须居住在以下各州之一：亚利桑那州、科罗拉多州、伊利诺伊州、爱荷华州、明尼苏达州、新墨西哥州、纽约州、德克萨斯州或威斯康星州
WFAA 是谁？
威斯康星基金会和校友协会是一家私人非营利公司，鼓励个人和组织向大学捐款，并与威斯康星大学建立联系。2014年，威斯康星大学基金会与威斯康星校友协会®合并，以更好地服务日益增长的威斯康星大学校友和捐赠者群体。我们认为，私人支持源于校园领导、需要支持的教职员工和项目人员，以及希望投资于威斯康星大学麦迪逊分校的校友和朋友之间的良好关系。我们提供重要的参与机会，将威斯康星大学麦迪逊分校的校友相互连接，并与他们的母校建立联系，打造一个强大的“Badgers”社区。
多元化与包容性：
正如大学社区从不同的观点、视角和经验中受益一样，包容性和多样性对于实现我们的使命至关重要。WFAA重视员工及其为组织带来的差异，并创造一个让每个人都能发挥潜力的环境。
查看英文原文
Overview
The Wisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for UW-Madison, is seeking an Assistant Director, Fund Administration and Compliance to join the Finance team! This individual contributor role leads fund administration activities throughout the fund lifecycle while supporting WFAA’s fund management and compliance programs. Reporting to the Director, Fund Accounting, Administration, and Compliance, this position serves as the department’s primary operations resource for fund establishment, modifications, donor intent interpretation, policy application, and governance activities.
The Assistant Director works collaboratively across Finance, Development, Legal, and with campus partners to ensure donor-restricted and donor-supported funds are administered consistently, accurately, and in accordance with donor intent, organizational policies, and regulatory requirements.
The position also supports the operationalization of WFAA’s fund management governance framework by coordinating strategic initiatives, development analyses and recommendations, supporting policy, implementation, and facilitating cross-functional efforts that strengthen compliance and organizational fund management practices.
Please note: This position may be filled in either a hybrid or remote capacity. Remote candidates must reside in one of the following states: Arizona, Colorado, Illinois, Iowa, Minnesota, New Mexico, New York, Texas, or Wisconsin
Who is WFAA?The Wisconsin Foundation and Alumni Association is a private, nonprofit corporation that encourages individuals and organizations to make gifts to the university and to connect with the UW. In 2014, the UW Foundation merged with the Wisconsin Alumni Association® to better serve a growing population of UW alumni and donors. We believe that private support grows out of good relationships between campus leaders, faculty and program staff who need support, and the alumni and friends who want to invest in UW–Madison. We provide important engagement opportunities to link UW–Madison alumni to each other and to their alma mater, building a strong community of Badgers.
Diversity and Inclusion:
Just as the university community benefits from differing viewpoints, perspectives, and experiences, inclusion and diversity are imperative for the success of our mission. WFAA values people and the differences that they bring to the organization, and creates an environment in which all staff members and constituents feel respected and have opportunities to thrive.
Essential Functions
Fund Administration
- Perform fund administration activities across the full fund lifecycle, including fund establishment, modifications, reinvestments, closures, and other governance actions.
- In collaboration with the Associate Director and Legal Affairs, interpret gift agreements, MOAs, MDMOAs, FOAs, and other governing documents to ensure accurate fund structures and administration.
- Serve as the department’s primary operational resource for fund administration policies, procedures, classifications, and documentation.
- Partner with Development and campus partners to resolve fund administration questions and facilitate complex fund changes.
Compliance & Fund Management
- Apply donor intent, organizational policies, and regulatory requirements to fund administration activities.
- Conduct compliance reviews and identify potential risk areas, policy exceptions, or governance concerns requiring escalation.
- Support utilization monitoring, fund audit activities, and ongoing compliance initiatives.
- Assist with the development, implementation, and maintenance of fund management policies, procedures, and standards.
- Support continuous improvement of WFAA’s fund management program through operational analysis and process enhancements.
Fund Management Governance & Strategic Initiatives
- Support the operational implementation of WFAA’s fund management governance program and strategic initiatives.
- Coordinate governance-related meetings, working groups, project activities, and follow-up actions as assigned.
- Prepare analyses, reports, recommendations, presentation materials, and supporting documentation to inform fund management decisions and organizational priorities.
- Conduct research, benchmarking, and analysis to support the development and continuous improvement of fund management policies, procedures, standards, and best practices.
- Track action items, strategic initiatives, and operational improvements, coordinating implementation across internal stakeholders.
- Partner with the Associate Director to identify opportunities to strengthen fund governance, compliance, stewardship, utilization, and operational effectiveness.
Process Improvement & Collaboration
- Identify opportunities to improve fund administration processes, internal controls, and operation efficiency.
- Assist with implementing technology enhancements supporting fund administration.
- Develop and maintain fund administration procedures, job aids, and workflow documentation.
- Participate in cross-functional initiatives supporting organizational fund management priorities.
Qualifications
Required Qualifications:
- 3+ years of professional experience in donor-restricted fund administration, gift administration, advancement services, donor compliance, stewardship, financial operations, accounting, or related discipline.
- Demonstrated experience administering donor-restricted funds throughout the fund lifecycle, including fund establishment, modifications, interpretation of governing documents, and ongoing compliance with donor intent.
- Experience interpreting complex financial, legal, or governing documentation and applying organizational policies and procedures.
- Demonstrated ability to manage multiple priorities while exercising sound judgment, attention to detail, and a high degree of accuracy.
- Strong analytical, organizational, written, and verbal communication skills with the ability to build collaborative relationships across multiple stakeholder groups.
Other Qualifications:
- Experience within a higher education foundation, university advancement organization, healthcare foundation, or other complex nonprofit organization.
- Experience with CRM, financial, fund management, and reporting systems.
- Experience supporting governance, audit, compliance, reporting, or process improvement initiatives.
- Experience interpreting or applying policies, procedures, documentation, or governing agreements in an operational, financial, compliance, or fund administration environment.
- Working knowledge of applicable laws, regulations, and industry standards governing charitable funds and nonprofit organizations including IRS charitable contribution regulations, UPMIFA, CASE Management Reporting Standards, and nonprofit accounting guidance.
- Strong analytical, documentation, collaboration, and stakeholder service skills.
- Strong communication skills and the ability to interact well with people of diverse backgrounds, skill sets and experience; strong team orientation; as well as an ability to develop working relationships with internal staff, donors, and others.
- Must be able to work on a variety of simultaneous tasks with a high degree of accuracy and attention to detail.
- Takes initiative and works independently to meet deadlines.
At WFAA, we are dedicated to creating an inspiring, creative, and respectful work environment for our employees. We offer competitive pay and an outstanding benefits program, including a generous 10% 401k contribution after just one year of service! Join us and be part of a team that values your growth and well-being. Click here to learn more about our employee benefits!
*The Wisconsin Foundation and Alumni Association is an Equal Opportunity Employer *The Wisconsin Foundation and Alumni Association (advanceuw.org) is the “doing business as” name of the merged organization comprising the University of Wisconsin Foundation (supportuw.org) and the Wisconsin Alumni Association (uwalumni.com). Its legal corporate name is registered as the University of Wisconsin Foundation.
Originally posted on Himalayas