Finance and Gift Accounting Manager

Overview

This position directs fiscal and gift services operations for Advancement and The Evergreen State College Foundation, serving as the division’s subject‑matter expert on philanthropic revenue accounting, financial compliance, and fund management.

Reporting to the Director of Advancement, this position provides strategic oversight of financial operations, ensuring accuracy, integrity, and adherence to donor intent, institutional policies, and federal and state regulations.

This position supervises the Fiscal Analyst 2 (working title: Senior Gift Processing and Accounting Analyst), providing guidance, quality control, and professional development while maintaining accountability for the accuracy and timeliness of gift processing, revenue classification, and reconciliations.

The incumbent oversees a broad portfolio of fiscal responsibilities, including procurement, accounts payable, credit card and travel card administration, budget development, and reporting. The position evaluates fiscal data to identify trends, discrepancies, and operational risks, and recommends improvements to enhance efficiency, strengthen internal controls, and support strategic decision‑making.

This position plays a critical role in safeguarding donor funds, ensuring accurate reporting, and advancing the Foundation’s fiduciary responsibilities while promoting best practices and continuous improvement in all fiscal and gift operations.

• Develop and implement Advancement’s fiscal procedures to meet business needs and comply with industry best practices.
• Supervise advancement fiscal staff responsible for gift processing, ensuring accuracy, compliance, and responsive services to internal and external stakeholders.
• Oversee data and gift‑entry processes, ensuring accuracy, consistency, efficiency, and timely completion.
• Perform gift processing tasks as needed.
• Provide oversight and ensure accuracy of online giving forms and workflows in collaboration with advancement fiscal staff.
• Ensure the Foundation’s chart of accounts and fund records are maintained with accurate information on donor restrictions for all accounts.
• Administer gift acceptance policy review for complex or non‑standard gifts to ensure compliance with foundation policy and IRS regulations.
• Coordinate system access, user permissions, and platform settings across Raiser’s Edge NXT, Banner Finance, and related fiscal systems.

• Oversee spending of foundation funds by offices across campus, ensuring funds are spent according to donor intent.
• Communicate proactively with campus partners regarding the use of foundation accounts, including balances, allowable expenses, and applicable restrictions, and make authorized purchases.
• Process and reconcile transfers of expenses and revenues within the foundation and between the college and the foundation.
• Monitor foundation and college endowed funds, ensuring new contributions are invested in a timely manner, annual distributions are implemented according to policy, and reports are generated for individual endowed funds.
• Establish and maintain internal controls for advancement fiscal operations, ensuring proper authorization, documentation, and compliance.
• Coordinate the annual production of endowment reports to donors in collaboration with advancement communications staff, ensuring financial data accuracy and timely delivery.
• Interpret and apply college and foundation policies in fiscal management and recommend courses of action based on policy interpretation.

• Prepare and review monthly fundraising reports for the Board of Governors and the Board of Trustees.
• Prepare the endowment contribution report for the Finance & Investment Committee.
• Prepare assessment fee reports, foundation 10‑year trends, quid‑pro‑quo budget reports, monthly pledge reports, and voluntary support of education reports.
• Prepare ad hoc and executive‑level fiscal analyses and reports for the Director of Advancement Services, Audit Committee, Budget Coordinators, Finance & Investment Committee, and other stakeholders.
• Develop and refine reporting tools, templates, and processes to improve data…