Budget and Donor Fund Analyst

Employer
California State University- Monterey Bay
Location
California, United States
Salary
Salary Not specified
Closing date
Feb 16, 2023

View more

Position Type
Administrative, Other Administrative
Fields
Academic Centers
Employment Type
Full Time


Budget and Donor Fund Analyst

Job no: 523790
Work type: Staff
Location: Monterey Bay
Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Probationary, Full Time, On-site (work in-person at business location)

Classification: Administrative Analyst/Specialist I
Anticipated Hiring Salary: $4,850 - $5,000 per month
CSU Salary Schedule
Hours: Full-time / 40 hours per week
FLSA: Exempt

Priority Screening Date: February 12, 2023
Recruitment Status: Open Until Filled

ABOUT CSUMB

Powered by an inspiring Founding Vision Statement, California State University, Monterey Bay (CSUMB) is a mid-sized comprehensive baccalaureate and masters granting university whose staff and faculty help transform student lives with a focus on student success and engagement through experiential learning, service learning in its regional community, and the promotion of multicultural and global perspectives on and beyond campus. With a vibrant, diverse student body of over 7,400 students. CSUMB is both a Minority Serving Institution (MSI) and a Hispanic Serving Institution (HSI).

The university's Strategic Plan prioritizes inclusive excellence through recruiting and investing in the development of a diverse body of faculty, staff, and administrators. CSUMB's sustainability initiative is to be carbon neutral by 2030. The university's faculty and staff, many of whom live in the East Campus housing development, appreciate living and working so close to the shores of the beautiful Monterey Bay. As one of the 23 campuses in the California State University (CSU) system, CSUMB offers excellent benefits, including access to below-market-rate campus housing and competitive salaries for faculty and staff.

PURPOSE:

Under the general supervision of the Director of Prospect Research and Advancement Services, the Advancement Budget and Donor Fund Analyst is responsible for the creation of new donation, scholarship and endowment funds within the University Corporation and Foundation of CSUMB. The incumbent will process all funds and expenses according to CSUMB's and CASE regulations and guidelines as well as donor agreements. University Advancement Division consisting of University Development, Annual Giving, Alumni Relations, Advancement Services and University Communication. The incumbent will also process Corporation expenses related to any of these departments within the Division.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:
  1. Prepare weekly bank deposit and track outstanding checks sent to and deposited by University Corporation. Prepare monthly bank reconciliation, including state and corporation payroll deduction gifts. Review inactive funds with departments and report updates to Corporation Accounting. Prepare revenue transfers between the auxiliaries' funds. Oversee scholarship administration requests each semester as appropriate. Annually, review endowment payout with departments and report expenditure intent to Corporation Accounting. Maintain the Scholarship management document and work with Financial Aid and Corporation Accounting for processing of scholarships. Coordinate class code assignment on co-mingled funds with other departments to ensure compliance with donor intent.
  2. Create new donation, scholarship, and endowment funds as appropriate to funding sources and purpose routing the new chart field request forms to the appropriate departments. Reconcile fund revenue and expenditure as per donor's intent. Work cooperatively with multiple departments across campus and, maintain confidentiality of sensitive donor and budget information. Field inquiries regarding Corporation and Foundation funds balances, expenditures and appropriate use of funds. Prepare monthly, quarterly and annual invoices to donors for pledge fulfillment. Assist Director with annual audit documentation and 990 data for fundraising events to Corporation Accounting.
  3. Process all University Advancement expenses on Corporation funds including procurement card reconciliation. Work the Development's Administrative Assistant to process development's incoming gifts and pledges. Serves as back up to the Advancement Services Coordinator. Attend Business Operation Forums held by for both State and Corporation business offices and stay current on campus policy and procedures updates.
  4. Assist the Director to develop, plan and administer business process in support of University Advancement Division. Implements and evaluates the methods and procedures by which the work is to be accomplished; manages the workflow and establishes priorities and deadlines. Interprets policies and procedures and ensures proper application. Coordinates financial and procedural processes with other departments/divisions. Queries and complies data from campus systems including CFS, Data Warehouse and The Raiser's edge.

Other Functions:

Perform other job-related duties and special projects as assigned.

KNOWLEDGE, SKILLS AND ABILITIES:

Thorough knowledge of and ability to apply expertise to complex program and/or administrative specialties, including pertinent laws and regulations. Demonstrated expertise in and advanced knowledge of the principles, problems and methods of public and business administration and operational and fiscal management. Expertise in administrative survey techniques, operations and system analysis, statistical and research methods, and the ability to interpret and evaluate results to develop sound conclusions and recommend new or revised policies.

Skills: Demonstrated expertise in and advanced knowledge of the principles, problems, and methods of public and business administration and operational and fiscal management. Demonstrated consultative skills in working with internal and external constituent groups. Skill in the research, development and evaluation of policies and programs, including skill in the collection, evaluation, an interpretation of data to develop sound conclusions and make appropriate recommendations.

Ability to: take initiative and work independently to determine effective approaches to projects and priorities; organize, coordinate, and perform work in various situations where numerous and diverse demands are involved; apply extensive expertise to complex programs and/or administrative specialties, including pertinent laws and regulations; understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop strategic solutions; work with representatives from public and private entities and handle potentially sensitive situations; effectively present ideas and concepts in written or presentation format and use consultative and facilitation skills to gain consensus; apply extensive expertise to the complexity of maintaining effective university-community partnerships in both face-to-face and online contexts; work with representative from public and private entities and handle potentially sensitive situations.

MINIMUM QUALIFICATIONS:

Entry into this classification requires general knowledge and skills in the applicable administrative and/or program field with a foundational knowledge of public administration principles, practices, and methods. This foundation would normally be obtained through a bachelor's degree and/or equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs.

SPECIALIZED SKILLS:

At least two (2) years of administrative experience in a complex organization. Highly organized with excellent ability to multi-task in a fast-paced environment, perform under pressure (or in emergency situations) and prioritize effectively to meet deadlines. In-depth experience working with automated financial systems and databases. Must be highly and demonstrably competent in using Windows and related MS Office applications (particularly Word, Power Point and, especially, Excel), e-mail and Internet systems. Experience working with The Raiser's Edge and Wrike. Must have a professional manner and maintain confidentiality. Experience in projecting possible unforeseen problems and using sound judgment. Strong commitment to customer service, with a proactive and positive attitude toward assisting others. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above.

PREFERRED QUALIFICATIONS:

College degree and higher education experience desirable, conversant in the terminology of finance and accounting and knowledgeable of budget and accounting concepts, practices and processes. Experience in using PeopleSoft (primarily), Oracle; and reporting tools such as Brio, Hyperion, Focus, etc.

SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS:
  • All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
  • The person holding this position is considered a “mandated reporter” under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
  • This position will have a duty to report to the Campus Title IX Officer information pertaining to victims of sex discrimination, sexual harassment, sexual misconduct, dating/domestic violence, and stalking as required by CSU Executive Order 1095.
  • This position has been designated as a sensitive position with:
    • Access to, or control over, cash, checks, credit cards, and/or credit card account information;
    • Access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards.
  • May require occasional evenings and/or weekend work.

PHYSICAL ENVIRONMENT:

Office environment with standard equipment and tasks. Position requires working at a computer and desk for extended periods of time. May require travel between campus offices and off-campus locations.

The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates.

Per the CSU COVID-19 Vaccination Interim Policy, all students and employees are required to submit their vaccination status to the Otter Vaccination Registry and are encouraged to be vaccinated.

BENEFITS/PERKS:

CSUMB offers a premium benefit package that includes outstanding vacation, health, dental and vision plans; membership in the California Public Employees Retirement System (CalPERS); and 14-paid holidays a year. For more information, visit CSU System Benefits. Additionally, as a perk, the University Corporation at CSU Monterey Bay provides access to affordable campus housing based on availability; visit Schoonover Employee Housing for more information.

APPLICATION PROCEDURE:

For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB. Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned.

CSUMB is not a sponsoring agency for staff or management positions.

Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting University Personnel at (831) 582-3389 or emailuniversitypersonnel@csumb.edu. All employees must be eligible for employment in the U.S.

GENERAL INFORMATION:

CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/.

CSUMB is a smoke and tobacco-free campus.

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER:

CSUMB is an Equal Opportunity Affirmative Action employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability.



To apply, visit https://careers.csumb.edu/en-us/job/523790/budget-and-donor-fund-analyst





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