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Executive Director, Foundation Financial Services
Advancement Services - Foundation Financial Services
Working Title : Executive Director, Foundation Financial Services
Department : Advancement Services - Foundation Financial Services
Reports To : Sr Exec Finance Director / CFO Alumni Association
Supervises : Professional and Support Staff
Salary : Up to $130,000
Payroll Classification: DIRECTOR (FUNCTIONAL AREA)
Req Nbr : 28283

Position Summary
Reporting to the Senior Executive Finance Director (Sr ED), the Executive Director (ED), Foundation Financial Services, will oversee all aspects of control, budgeting, accounting, reporting, and risk management for the UCLA Foundation and the UCLA Alumni Association and provide oversight of the accounting and audit services for the Jonsson Cancer Center Foundation (JCCF).

Primary Responsibilities
The ED's responsibilities will include investment accounting and control, planned giving accounting and control, fund accounting, general accounting, financial reporting, management reporting, audit, accounts payable, accounts/pledges receivable, asset management, Foundation-related insurance, contracts and agreements, information systems, internal controls and special projects. Additional responsibilities will include creating a system of checks and balances in Finance and Accounting, segregation of duties, as well as oversight over all the activities performed within the group. The ED will provide leadership and vision for the strategic planning, development, implementation, policy and systems development and management for the group; ensure compliance with accounting regulations and Campus policies; recommend and implement process improvements; hire, train, develop and evaluate professional staff; and maintain and promote effective working relationships with the campus counterparts in General Accounting and UCOP's Accounting team. The ED will oversee the accounting, reporting and preparation of the year-end audited financial statements for the UCLA Foundation, the UCLA Alumni Association (AA) and the JCCF, and will have direct supervision of Alumni Affairs' Finance & Business Development team.

Qualifications
1. 10+ years of progressive accounting and management experience, strong knowledge of internal control procedures, financial statement preparation and review experience required.

2. Thorough knowledge of Generally Accepted Accounting Principles required. CPA is preferred.

3. Proven ability in analyzing business problems and developing solutions using quantitative and qualitative analytical techniques.

4. Ability to plan, develop, and implement short- and long-range project plans, to analyze complex business needs, and devise effective cost effective solutions.

5. Demonstrated acumen in the areas of accounting, finance, and business processes.

6. Ability to establish mission and goals statements for functions.

7. Ability to hire, train, develop, mentor, and evaluate professional staff.

8. Excellent interpersonal, written and oral communication skills with ability to explain complex financial and technical information in an understandable manner to all levels of the University community.

9. Ability to establish effective working relationships among internal and external organizational units, as well as volunteer organizations.

10. Ability to prepare, implement, and analyze budgets, making efficient use of available fiscal resources.

11. Ability to define and conduct special projects within the areas of organizational management and financial analysis. Included are the skills needed to define problems, evaluate information and formulate logical objective conclusions, as well as the preparation of reports of use to management and other groups affected by the project recommendations.

12. Ability to lead large executive group meetings and to make oral presentations to senior management, internal and external groups regarding projects, systems or programs.

13. Knowledge of organizational structure, protocol, and policies at UCLA, The UCLA Foundation, and the Office of the President is preferred.

Employment is contingent upon the completion of a satisfactory pre-employment background check.

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Position Summary
Reporting to the Senior Executive Finance Director (Sr ED), the Executive Director (ED), Foundation Financial Services, will oversee all aspects of control, budgeting, accounting, reporting, and risk management for the UCLA Foundation and the UCLA Alumni Association and provide oversight of the accounting and audit services for the Jonsson Cancer Center Foundation (JCCF).

Primary Responsibilities
The ED's responsibilities will include investment accounting and control, planned giving accounting and control, fund accounting, general accounting, financial reporting, management reporting, audit, accounts payable, accounts/pledges receivable, asset management, Foundation-related insurance, contracts and agreements, information systems, internal controls and special projects. Additional responsibilities will include creating a system of checks and balances in Finance and Accounting, segregation of duties, as well as oversight over all the activities performed within the group. The ED will provide leadership and vision for the strategic planning, development, implementation, policy and systems development and management for the group; ensure compliance with accounting regulations and Campus policies; recommend and implement process improvements; hire, train, develop and evaluate professional staff; and maintain and promote effective working relationships with the campus counterparts in General Accounting and UCOP's Accounting team. The ED will oversee the accounting, reporting and preparation of the year-end audited financial statements for the UCLA Foundation, the UCLA Alumni Association (AA) and the JCCF, and will have direct supervision of Alumni Affairs' Finance & Business Development team.

Qualifications
1. 10+ years of progressive accounting and management experience, strong knowledge of internal control procedures, financial statement preparation and review experience required.

2. Thorough knowledge of Generally Accepted Accounting Principles required. CPA is preferred.

3. Proven ability in analyzing business problems and developing solutions using quantitative and qualitative analytical techniques.

4. Ability to plan, develop, and implement short- and long-range project plans, to analyze complex business needs, and devise effective cost effective solutions.

5. Demonstrated acumen in the areas of accounting, finance, and business processes.

6. Ability to establish mission and goals statements for functions.

7. Ability to hire, train, develop, mentor, and evaluate professional staff.

8. Excellent interpersonal, written and oral communication skills with ability to explain complex financial and technical information in an understandable manner to all levels of the University community.

9. Ability to establish effective working relationships among internal and external organizational units, as well as volunteer organizations.

10. Ability to prepare, implement, and analyze budgets, making efficient use of available fiscal resources.

11. Ability to define and conduct special projects within the areas of organizational management and financial analysis. Included are the skills needed to define problems, evaluate information and formulate logical objective conclusions, as well as the preparation of reports of use to management and other groups affected by the project recommendations.

12. Ability to lead large executive group meetings and to make oral presentations to senior management, internal and external groups regarding projects, systems or programs.

13. Knowledge of organizational structure, protocol, and policies at UCLA, The UCLA Foundation, and the Office of the President is preferred.

Employment is contingent upon the completion of a satisfactory pre-employment background check.