Director of Gift Accounting & Fund Management
- Lucile Packard Foundation for Children's Health
- California, United States
- $135,000.00 - $145,000.00
- Closing date
- Apr 28, 2023
- Position Type
- Fundraising, Other Fundraising, Programs, Other Programs
- Other Fields, Philanthropic Advisors
- Employment Type
- Full Time
The Director of Gift Accounting and Fund Management oversees the entire gift cycle to ensure that all funds raised reach their designated purpose at the Lucile Packard Children’s Hospital Stanford (LPCH) and the Stanford University School of Medicine (SOM) in support of our mission. The Director ensures that gifts are acknowledged and that all relevant gift data is captured in the donor database. The Director collaborates with internal partners at the Foundation to support fundraising strategy and with external partners at LPCH and SOM to coordinate and drive accountability for gift related policies and processes.
The Director will be responsible for redesigning the full gift administration process, including month end financial reconciliations, gift processing, fund management, payment platform implementation, and gift data management with the goal of creating an efficient system that can transition into a new CRM and scale to support the Foundation’s growth strategy. The Director will partner with the Finance team during the implementation of a new financial software system and will be a key partner during an upcoming donor CRM conversion.
The Director of Gift Accounting and Fund Management reports to the Associate Vice President of Advancement Services and manages a team of 4. This role is on-site in Palo Alto, CA, requiring 4 days in office most weeks.
Note, the Foundation has a mandatory Covid-19 Vaccination Policy, and all new employees must submit proof of their Covid-19 vaccination and booster vaccine at the time their employment commences. Alternatively, prior to commencing employment, new employees may request approval for accommodation for an exemption to the policy as permitted by law.
Directs the full scope of gift processing to ensure that all gifts are accurately captured, entered, deposited, and transferred
Leads, in close collaboration with the Finance team, the month-end reconciliation and reporting of gifts received to internal and external partners
Supervises bank/brokerage account management, outstanding pledge management, gift-related reporting and annual audit support for internal and external partners
Manages new fund setup, workflow, the matching gift system, and the documentation and upkeep of gift related policies and processes
Works with internal partners to review materials to ensure compliance with internal policies and regulatory requirements and serves as a knowledge partner for state and federal regulatory and legal compliance applicable to charitable gifts, fundraising, and related issues
Works collaboratively and strategically with internal partners, such as the Associate Director of Gift Planning, to integrate, optimize, and support the gift administration and gift agreement processes and policies
Takes ownership of, communicates with stakeholders about, and resolves complex gift administration and fund management issues
Leads, mentors, and supports the professional growth of direct reports, building a culture of continuous improvement, the automation of processes, and redundancies
Establishes individual staff goals and objectives in alignment with departmental and Foundation goals and provides consistent and constructive feedback to staff
Promotes a work environment where staff feel engaged, valued and can do their best work, and visibly recognizes the accomplishments of individuals and the tea
Embraces diversity in all its forms to ensure departmental and Foundation staff are treated with respect, dignity and empathy at all times and in all situations
NOTE: We are a dynamic organization in a rapidly changing industry. Therefore, the responsibilities associated with this position will change from time to time in accordance with LPFCH’s business needs. More specifically, the incumbent may be required to perform additional and/or different functions.
EDUCATION, SKILLS AND EXPERIENCE
Bachelor’s Degree in nonprofit finance, nonprofit management, or equivalent experience preferred
SKILLS, EXPERIENCE AND JOB RELATED REQUIREMENTS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
5+ years of non-profit accounting or gift processing and fund management related experience
2+ years’ experience managing and leading a team, including mentoring and developing staff
Knowledge of relevant federal and state rules/regulations regarding charitable organizations
5+ years’ experience performing and/or managing month-end reconciliation processes, including timely preparation of reconciliations and reports and the ability to lead the redesign and continuous improvement of the process
Working knowledge of all aspects of the gift cycle, including gift agreements, new fund setup, gift entry, and acknowledgement
Experience troubleshooting complex gift issues
Experience managing multiple external and internal relationships
Relational database experience including data entry, query construction, report creation, and data manipulation
Experience leading Gift Processing through a CRM conversion
Experience working within a related organization ecosystem
Experience with Blackbaud’s The Raiser’s Edge
Knowledge of PowerBI
Competencies the Director of Gift Accounting and Fund Management must possess:
Delivers a very high degree of accuracy without losing sight of the big picture
Builds a culture that prioritizes accuracy and balances the cost benefit of efficiency
Motivated by the opportunity to improve systems and processes; thinks big; provides new approaches to difficult problems
Iterates on persistent challenges; delivering “good enough” in the context of larger organizational transformations
Strategic Thinker with a Learning Approach
Evaluates the context and potential impact of process transformation, prioritizing a donor-centric lens and incremental progress
Uses a holistic view of the gift cycle and links between donor and financial systems
Able to assess errors to determine if structural or process changes need to be made to mitigate future risk
Stewards a cadence of regular feedback to team members; also seeks coaching for self
Ability to lead through change and navigate ambiguity with success
Proactive in addressing stakeholder needs, motivations, concerns and culture in order to build trust and deliver sustainable results
Accountability & Problem-Solving Initiative
Identifies structural issues and builds a prioritized process with stakeholders to resolve them efficiently and amid ambiguity
Takes initiative, delivers results, observes a high degree of satisfaction from partners based on excellent outcomes and good relationships
We know that building a diverse and inclusive workforce is key
to our success and enables us to do extraordinary work for kids and
their families. When you become part of our team, you’ll be joining
a group of passionate and dedicated individuals who truly care
about and believe in the work they do.
We provide competitive compensation and a wide range of benefits designed to meet the needs of our employees and their families. We are strong supporters of work life balance.
The Lucile Packard Foundation for Children’s Health is an equal opportunity employer. Women, minorities, veterans and persons with disabilities are encouraged to apply.
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