Director, Financial Services

This position is responsible for managing the financial operations and investment activities of the UNA Foundation and its related entities, ensuring its financial health and sustainability. This role oversees all financial reporting, budgeting, forecasting, financial analysis, compliance requirements, investment monitoring, and strategic financial leadership activities. This position works closely with the Foundation Executive Director and Board of Directors to develop and implement financial and investment strategies that support its mission and goals.

• Provide leadership, strategic direction, and supervision of employees;
• Serve as an executive team leader for the division of university advancement, overseeing and managing all income, expenditures, and overall budgets for the division;
• Develop and maintain internal financial management policies and procedures, performance measures, and dashboards;
• Practice good accounting principles, including following IRS and state guidelines and the Sarbanes-Oxley Act (SOX), as well as general foundation policies, procedures, laws, and regulations;
• Responsible for oversight of short-term cash, gifts of stock, gift, and other revenue processing, expenditure processing, financial reporting, regulatory filings, internal auditing, and risk management activities;
• Oversee timely completion of monthly general ledger management and accounting close, e.g. accruals, deferred revenue, sub ledger reconciliation and other monthly closing procedures;
• Establish guidelines for budget and forecast preparation, and prepare the annual budget in consultation with the Executive Director, divisional leadership, and the Board of Directors to align with strategic goals;
• Ensure the accuracy and completeness of financial records along with ensuring compliance of all financial reporting and regulatory requirements, including tax filings, audits, and other reporting requirements;
• Collaborate with the Board to ensure compliance with all applicable financial, accounting, legal, and regulatory requirements and best-practice standards;
• Ensure a system of strong internal controls;
• Collaborate with the Board to ensure compliance with board-approved investment policies, regulatory requirements, and best practice standards;
• Ensure proper management and stewardship of donor funds, maintaining trust and transparency;
• Ensure timely reporting of investment and financial activity to donors and fund holders;
• Serve as primary contact on behalf of the foundation and its related entities for banking relationships, investment managers, and other professionals;
• Manage risk by collaborating with insurance agents to secure proper liability coverage (D&O, cybersecurity, etc.);
• Perform all other duties as assigned.

To be determined.

• Bachelor's degree in accounting is required;
• Minimum of five full-time years of work experience in accounting field is required;
• Prior experience in non-profit accounting, supervisory experience, and higher education experience are preferred;
• Raiser's Edge and Financial Edge software experience is preferred;
• Proven track record of successful financial management, including experience developing and implementing financial strategies, managing budgets, and overseeing financial reporting and compliance is required;
• Leadership/management skills with experience building and leading high-performing teams is preferred.

CPA certification is preferred.