Director of Finance and Advancement Services
The University Advancement department is looking for a Director of Finance and Advancement Services. This position is responsible for designing strategies that will permit the Stout University Foundation to acquire, manage, and distribute philanthropic funds that will enhance the educational mission of UW-Stout. This position is responsible for appropriate use of financial, administrative, and staffing resources that align with the strategic plan of the Stout University Foundation and UW-Stout. In addition, this position develops and monitors unit budget, approves unit expenditures in accordance with UW-Stout accounting and business policies and procedures.
Minimum / Required
- Exceptional communication and relationship building skills.
- Demonstrated maturity and seasoned judgment.
- Ability to make decisions, justify recommendations, be responsible, and have clear communication with stakeholders.
- Experience with tax reporting, audit, and legal compliance for non-profit organizations.
- Proven financial analytical skills including the ability to identify risks, opportunities, trends, and relationships.
- At least 3 years of professional experience in accounting, financial, and non-profit management.
- Knowledge of Blackbaud’s Raiser’s Edge and Financial Edge or related Customer Relationship Management software.
- Certified Public Accountant (CPA)
90% Business and Finance Manager
- Serves as the unit liaison to internal and external stakeholder groups providing organizational information on university business-relations issues, opportunities, and activities, and representing the interests of the unit. Provides guidance and direction to the Executive Director, Stout University Foundation/Alumni Boards, and donors.
- Identifies, promotes, and maintains external partnerships.
- Delivers directed program messaging to internal and external audiences.
- Ensure regulatory compliance and tax requirements relevant for a non-profit foundation. Working knowledge of appropriate tax laws, gift administration, planned giving instruments, and planned giving computer software.
- Prepare financial assessments of operations, reports on financial positions based on past and present operations, and budgets and financial forecasts for the Stout University Foundation and Alumni Association.
- Organize, direct, control, and evaluate a variety of financial activities including the planning and development of the Stout University Foundation and Alumni Association offices accounts, ledgers, accounts payable, and accounts receivable. Prepares financial analyses of operations, prepares reports on financial positions based on past and present operations, and directs the preparation of Foundation/Alumni office budgets and financial forecasts.
- Manage budgets, investments, audits, and other combinations of business and financial affairs including risk management, real estate, and financial forecasts.
- Exercises supervisory authority, including hiring, transferring, suspending, promoting, managing conduct and performance, discharging, assigning, rewarding, disciplining, and/or approving hours worked of at least 2.0 FTE employees.
- Prepare financial reports and documents in conjunction with Stout University Foundation, Stout University Foundation Board of Directors, UW-Stout, and UW System policies and requirements.
- Prepare and communicate financial reports, budgets, and other financial metrics to unit, university, and board leadership.
- Coordinate annual audit and maintain working relationship with external investment advisors.
10% Development Support
- Ability to communicate principles of planned giving and an understanding of the non-profit organization’s issues and IRS regulations.
- Reviews, monitors, and evaluates policies, programs, and management practices as an aid to the management decision practices of the Foundation/Alumni office.
- Supervise the maintenance and ongoing updates of the alumni database. Evaluate data input and usage procedures and policies.
- Establish guidelines and procedures to ensure accuracy, quality, and reliability of information sources for the donor and alumni data system.
- Assist in providing direction, planning, and implementation of the Stout University Foundation’s strategic plan.
The UW-Stout Office of University Advancement is comprised of the Stout University Foundation and the UW-Stout Alumni Association. The two units collaboratively strive to advance the mission of UW-Stout through building relationships with alumni, friends, and industry partners of the university. Under the direction of the Stout University Foundation Board of Directors, the Stout University Foundation is responsible for the acquisition and stewardship of philanthropic resources for UW-Stout.
University of Wisconsin-Stout prepares lifelong learners, ethical leaders and responsible citizens in an equitable, inclusive, and sustainable environment through collaborative career-focused programs that integrate applied learning, theory and research. UW-Stout is committed to developing an inclusive community that fosters a rich, dynamic, and collaborative environment in which to work and grow, celebrating the diversity of individual perspectives and experiences.
A member of the University of Wisconsin system, UW-Stout is unique within the University of Wisconsin System--it is named after its founder, James Huff Stout, and holds the distinction of being Wisconsin’s Polytechnic University, a designation which highlights our combination of applied learning, real-world experiences, and an integrated liberal arts foundation.
UW-Stout offers 47 undergraduate and 23 graduate degrees, including 21 masters and 2 advanced degrees. The current enrollment is approximately 8,000 students.
UW-Stout is committed to investing in and ensuring access to equitable, diverse, and inclusive learning, student living, and work environments that reflect our regional and global connections.
The UW-Stout campus community enjoys opportunities for cross-disciplinary collaboration, state-of-the-art facilities, and a modern digital environment. UW-Stout values innovative approaches to solving problems in society and industry and encourages collaboration within and across disciplines and professions.
The university is on a beautiful campus in Menomonie, situated in western Wisconsin, 60 minutes east of Minneapolis-St. Paul on Interstate 94. Located in the scenic Chippewa Valley region with a population base of more than 200,000, Menomonie is a city of more than 16,400, surrounded by lakes, streams, and woodlands. For more information about the UW-Stout community and region visit: https://www.uwstout.edu/about-us/our-community
Facts and data about the university: https://www.uwstout.edu/about-us/meet-our-leadership/institutional-accreditation/fact-book
Competitive salary commensurate with qualifications and experience. The UW System provides an excellent benefits package including participation in the Wisconsin State retirement plan.
- Benefit Details: http://www.uwsa.edu/ohrwd/benefits/summaries/fasl.pdf
- Total Compensation Estimator: https://www.wisconsin.edu/ohrwd/benefits/totalcomp/
All qualified candidates meeting application requirements will receive consideration for employment and will not be discriminated against. As an equal employment opportunity and affirmative action employer, UW-Stout welcomes applications from individuals from diverse groups; veterans, individuals with disabilities and from historically excluded populations. UW-Stout provides equal opportunity to all persons and is committed to inclusive excellence. At UW-Stout we value our differences and welcome diverse perspectives as we continually commit to developing an inclusive and equitable environment for all employees and students.
Employment is contingent upon the final candidate’s completing a criminal background check and being cleared to work by the Human Resources team. Employment is also contingent upon the final candidate passing a reference check process. The reference check process includes asking the final candidate and most recent supervisor questions regarding sexual violence and sexual harassment. Final candidates with previous employment within the UW System and State of WI agencies will be subject to additional reference checks.
Official transcripts required at time of hire.
Must be authorized to work in the U.S. Sponsorship is not available for this position. A successful applicant will be responsible for ensuring eligibility for employment in the United States on or before the effective date of the appointment and maintain work authorization throughout the employment term. If you have questions regarding this, please contact our Human Resources office, Phone: 715.232.2149.
In response to a public records request, the University of Wisconsin System will not reveal the identities of applicants who request confidentiality in their online application, except that the identity of the successful final candidate will be released. See Wis. Stat. sec. 19.36(7).
UW-Stout is committed to providing safety and security of all members of our community in accordance with the Clery Act. For campus safety information and crime statistics visit: https://www.uwstout.edu/life-stout/police-and-parking/clery-information
Applicants will need to complete all required fields and attach all required documents prior to submitting the online application.
Note: Once you have attached your materials and submitted your application you will not be able to go into the system and change them.
Required application materials:
- Cover letter specifically addressing how you meet the qualifications *
- Names and contact information for a minimum of three (3) professional references
*Please use your cover letter to speak to each of the Minimum/Required Qualifications for this position as listed above. For each required qualification, describe your relevant experience, using specific examples from your work history to illustrate how your experience satisfies the requirement.
To ensure consideration complete applications must be submitted online by September 22, 2021. Applications submitted after September 22nd may be reviewed until the position is filled.
Before starting the online application process we recommend you preview the frequently asked questions (FAQs) available at: https://kb.uwss.wisconsin.edu/21900
It is the policy of UW-Stout to provide reasonable accommodations to qualified applicants with disabilities. If you need assistance, or accommodation in applying because of a disability, please contact us using the information below. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual's disability.
For questions regarding this position or recruitment, please contact:
Search Chair: Jennifer Rudiger
If you need assistance with the online application process or if you submitted your application prior to uploading all of the required application materials, please contact:
Search Coordinator: Jennifer Bartz
The University of Wisconsin System is engaged in a Title and Total Compensation (TTC) project to redesign job titles and compensation structures. As a result of the TTC project, official job titles on current job postings may change in Fall 2021. Job duties and responsibilities will remain the same. For more information please visit: https://www.wisconsin.edu/ohrwd/title-and-total-compensation-study/
Job Family: Supervisory