U

UCSF

Public health sciences university in San Francisco

Foundation Chief Financial Officer - Executive Director, Foundation Gift Policy & Accounting

Full-Time
$250k - $300k
Expert
Bachelor's, Master's, PhD
San Francisco, CA, USA
In Person
AccountingFinancial Accounting

About the job

Requirements
  • A bachelor's degree in a related area, or an equivalent combination of experience and training.
  • At least 10 years of experience in a complex accounting environment.
  • Demonstrated awareness of Governmental Accounting Standards Board (GASB) and Financial Accounting Standards Board (FASB) guidance in accounting and financial reporting.
  • Supervisory experience in a complex foundation or nonprofit finance and accounting function.
  • Advanced knowledge of complex financial policies, practices, and systems; budgeting and reporting techniques; fund accounting; human resource planning; accounting and bookkeeping.
  • Thorough knowledge of finance, accounting, business, systems operations, and regulatory compliance requirements.
  • Expertise in internal control practices and experience implementing controls that strengthen the control environment throughout the organization.
  • Advanced negotiation skills.
  • Demonstrated experience automating and improving processes involving financial systems.
  • Excellent skills using common desktop and web applications.
  • Sophisticated service orientation; management and leadership skills; sound judgment and decision-making; critical thinking; creative problem solving; and effective verbal and written communication skills.
  • Advanced ability to effectively communicate complex findings and recommendations verbally and in writing.
  • Knowledge of industry best practices.
  • Excellent interpersonal skills and ability to work effectively across the organization at all levels and interact with diverse populations.
  • Client-service orientation, good listening, critical thinking, and analytical skills.
  • Excellent writing, speaking, and presentation skills.
  • Ability to multitask.
Responsibilities
  • Regularly interact with executives and/or major customers in controversial situations, customer negotiations, or efforts to influence and persuade other senior-level managers.
  • In collaboration with UCSF Central Development Services, design and implement processes to document donations, gifts, and contributions in compliance with Foundation policies and donor intent; direct gift administration and development staff regarding charitable contribution tax laws and state legal and regulatory compliance as needed.
  • In collaboration with the UCSF CFO, UCSF Controller, and UCSF Health controllers, develop objectives, goals, and plans for the Treasury and Gift and Foundation accounting functions.
  • Assist development officers and other fundraising staff in determining whether complex assets may be accepted by UC and, if accepted, determining an effective method to liquidate them into cash.
  • Serve as a member of the UDAR Executive Team, CDS Leadership Team, and Council of Managers.
  • Develop and execute the annual Gift Policy and Accounting business plan.
  • Provide direction and expertise to financial analysis, department projects, and work assignments.
  • Act as Chief Financial Officer for the UCSF Foundation and oversee the finance function of the UCSF Foundation Investment Company.
  • Direct treasury operations focused on short-term needs for UCSF Foundation gift and investment funds, make new investments, and receive funds from gifts and investment distributions.
  • Manage the day-to-day financial and related activities of the Foundations.
  • Direct preparation of quarterly and annual UCSF Foundation consolidated financial statements.
  • Direct the annual audit process with the Foundations' external auditors.
  • Manage processing of all gift and financial transactions, ensuring they are timely, accurate, and compliant with Generally Accepted Accounting Principles (GAAP).
  • Direct compliance activities of the UCSF Foundation and BCH-Oakland Foundation.
  • Manage a functional area through several unit managers, with overall responsibility for planning, budgeting, implementing, and maintaining costs, methods, and employees.
  • Provide accounting information analysis and reporting for management, including reporting to the BCH-Oakland Board, the UCSF Development and Alumni Relations Office, UCSF leadership, and department managers throughout UCSF and BCH-Oakland.
  • Oversee analysis and policy development for Foundation operations and coordinate policy development collaboratively with UCSF Development and Alumni Relations and UCSF Health.
  • Oversee accounting and reporting for the UCSF Foundation endowment, a $4 billion investment pool with approximately 1,000 unitized funds.
  • Coordinate preparation of all federal and state tax and compliance filings for the Foundations.
  • Represent UDAR in organization-wide and system-wide meetings and discussions; plan, design, and implement organization-wide budget processes.
  • Lead UDAR's development of the annual update to the Philanthropic Gifts and Related Income portion of the UCSF 10-year plan with Budget and Resource Management staff, and present the plan to a joint meeting of the UDAR and BRM teams.
  • Plan, design, and implement organization-wide internal controls to protect University resources.
  • Update, maintain, and communicate UCSF Administrative Policies under the UDAR umbrella.
  • Conceive, recommend, and implement financial systems improvements, including improvements to the chart of accounts, system interfaces, feeder systems, vendor applications, payment systems, banking, and financial analysis systems.
  • Direct development of new processes, including automation of existing processes, to improve efficiency, risk management, and quality.
  • Hire qualified staff and provide supervision, guidance, development, and leadership to staff members.
Desired Qualifications
  • A master's or PhD degree in business, finance, accounting, or a related area, or equivalent experience and training.
  • At least 3 years of experience as a CFO, controller, or assistant controller in a complex accounting environment.
  • Professional certification as a Certified Public Accountant (CPA).
  • Familiarity with unitized endowment fund management.
  • Experience implementing automated financial systems.
  • Thorough knowledge of the organization's operational, personnel, and financial transactions and financial systems.

About the company

UC San Francisco is a public research university in San Francisco focused solely on health sciences, combining professional education with biomedical research and patient care. Its schools of dentistry, medicine, nursing and pharmacy train clinicians and scientists, while teams investigate cancer, immunology, genomics and neuroscience. UCSF Medical Center and Benioff Children's Hospitals connect clinical care with faculty research and training, and university clinics serve patients across Northern California. Founded in 1864, UCSF is the University of California campus dedicated to graduate and professional education and biomedical research, based in San Francisco.

Company Size

10,001+

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

1864

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