Manager Grants and Compliance

Department: Advancement Services
This position is represented by the agreement between the Professional Staff Association and the University of Guelph

Temporary full-time from 10/06/2024 to 10/02/2026 
Temporary Absence of the Regular Incumbent

If you are a current employee of the University of Guelph you must apply on the internal Career Page in order to be considered as an internal applicant. 

 SuccessFactors: Career Opportunities (sapsf.com) 

General Purpose

Alumni Affairs and Development (AA&D) is a central service at the University of Guelph and supports the University’s mission to Improve Life by building lifelong relationships with alumni, donors, and champions to raise money for the institution’s strategic priorities. The department assists the University in realizing its full potential in scholarships, teaching, research, and innovation and raising $40-60M annually. Reporting to the Associate Director, Finance & Donations Management, the Finance & Accounting Manager, Compliance & Grants manages strategic financial guidance around endowments and expendable gifts with senior members in the Colleges and other departments, including risk management, compliance, education, donor proposal recommendations, and reporting. This role also manages staff to support internal AA&D accounting (accounting, petty cash, and purchasing), event revenue and reconciliations, and budgeting to ensure appropriate use of funds and compliance with internal policies.

Duties and Responsibilities

This role is the key lead with internal stakeholders, such as the Director Annual Giving, and key alumni volunteers to provide clear analysis of complex financial and donor information for decision-making around Pet Trust, UGAA (University of Guelph Alumni Association), OAC Alumni Foundation and Association, OVC Alumni Association and other associations as required. It also assists in supervising the books and records of these associations and any required audits.

The position requires the analysis of complex and unique situations using estimates and application of significant judgement in order to safeguard donor funds and relationships, as well as ensure the University has access to funds and can spend them aligned to strategic priorities. Initiative and creativity is required to meet changing ad-hoc reporting requirements as the donation base grows in both dollars and variety of gifts. A high level of customer service is required including educating stakeholders about compliance and policy issues, and working with fundraisers in navigating complex donor conversations and proposals on endowments and funding alternatives. This role will also support in drafting and reviewing donor gift agreements, in the absence of the Associate Director, Gift Strategy & Policy.

The Finance Manager is responsible for direct supervision of one support staff as well as providing support to the Finance Manager, Gift Processing & Records for support of all collections, processing, cash collection/deposits of all gifts to AA&D.

Requirements

• Undergraduate degree (or College degree with several years of demonstrated work experience) combined with 3-6 years of experience in the skills below.
• CPA required.
• Advanced knowledge of university community and related issues and challenges, including knowledge of the post-secondary academic fundraising environment. Previous experience managing endowments is considered an asset.
• Proven ability to interact effectively with peers and senior leaders as well as ability to gain their confidence. Effective interpersonal communication and influencing skills with the ability to build and foster relationships, liaise with a variety of key internal and external partners.
• Extensive knowledge of accounting and financial concepts, including managing books and records. Knowledge of financial legislative guiding principals and regulations to develop financial models and analysis that enable strategic planning, measurement, and reporting, including proven budget planning and analysis experience.
• Knowledge of best practices related to fundraising accounting, endowments and trust law, donations, and record management and reporting as defined by Council for Advancement and Support of Education (CASE) and Canada Revenue Agency (CRA) is preferred, as well as privacy legislation (PIPEDA/FIPPA).
• Attention to detail, high standards for quality, ability to balance risk, university policies and donor intent. Ability to handle details with a high degree of accuracy to organize and prioritize a high volume of work to meet deadlines.
• Ability to think and act quickly and effectively under pressure, exercising tact and diplomacy, discretion, and good judgement.
• Successful experience managing personnel, including hiring, onboarding and performance management.
• Extensive knowledge of use/querying of database systems and providing financial statement reports and other ad hoc reporting from database systems (end user)
• Extensive knowledge of Excel, Word and Powerpoint

Employee Type: Temporary 
Position Number: 10911850 
Classification: P&M FT- Band 05  
Professional/Managerial Salary Bands 

*Tentative evaluation; subject to committee review.

At the University of Guelph, fostering a culture of inclusion is an institutional imperative. The University invites and encourages applications from all qualified individuals, including from groups that are traditionally underrepresented in employment, who may contribute to further diversification of our Institution.

Posting Date:   09/13/2024  
Closing Date:  09/27/2024