Location: Ann Arbor,MI, USA
How to Apply
A cover letter is required for consideration for this position and should be attached as the first page of your resume. The cover letter should address your specific interest in the position and outline skills and experience that are directly related to this position.
What You'll Do
The Associate Director reports to the Director of Stewardship and Gift Finance and is responsible for the oversight of all gift-related revenue to Michigan Medicine, serves as the Office of Development expert on PCI compliance, IRS, CASE and Standard Practice Guide (SPG) guidelines, and other university policies and requirements, and supervises the donor-centric and customer-oriented team that accepts and deposits revenue, reconciles financial systems and transfers money when required, and provides reporting on and updates to gift funds. The Associate Director is also responsible for gift fund management and administration, working closely with the Director of Stewardship and Gift Finance, the Medical School Finance Office, the Office of General Counsel, department administrators, and gift teams to ensure that Michigan Medicine remains compliant by honoring the donor intent of each gift. The Associate Director will also liaise with regional gift finance teams at UMH-Sparrow and UMH-West to provide expertise and guidance on building a compliant and scalable program.
Mission Statement
Michigan Medicine improves the health of patients, populations and communities through excellence in education, patient care, community service, research and technology development, and through leadership activities in Michigan, nationally and internationally. Our mission is guided by our Strategic Principles and has three critical components; patient care, education and research that together enhance our contribution to society.
Who We Are
Michigan Medicine is a groundbreaking organization for many reasons, and much of the work we do is made possible because of philanthropy. Annually, the Michigan Medicine Office of Development raises an average of $200 million, which helps us to be a change agent of the world. The Office of Development supports a culture of flexibility, and a hybrid work arrangement is possible for this position.
Responsibilities*
Gift Finance Team Management - 50%
* Hire, train, and supervise three team members; plan and direct work assignments, monitor performance, conduct performance reviews, and continuously coach staff to maximize potential.
* Develop and communicate Gift Finance policies/procedures for Michigan Medicine Development, including for cash handling, fund minimums and requirements, reconciliations, financial transfers, and reporting.
* Evaluate work assignments, procedures, and systems and update as necessary to maximize gift finance operations efficiency and accuracy.
* Serve as the MM Development expert on federal tax reporting requirements such as PCI compliance, IRS, CASE and Standard Practice Guide (SPG) guidelines, and other university policies and requirements; make decisions regarding compliance and educate stakeholders.
Gift Fund Management - 30%
* In partnership with the Director of Stewardship and Gift Finance and the Medical School Finance Office, develop and document a comprehensive gift fund management process manual, establishing standards and workflows to support annual audits and a complex array of fund management scenarios. Provide oversight to ensure the process is followed.
* Review annual audit on gift fund utilization status. Research funds and donors to understand giving histories and intentions. Guide departments, units, and Finance on appropriate next steps to spend down gift balances while honoring donor intent.
* Recommend and negotiate necessary changes to modify donor intent to spend gifts. Also provide guidance on gift fund closure, transfer, reinvestment, and spending plans.
* Compile and deliver regular reports detailing progress toward enhanced fund utilization, including analysis of trends, challenges, and opportunities for optimization.
Regional Gift Finance - 15%
* Liaise with colleagues at UMH-Sparrow and UMH-West to support the integration of regional offices and three development databases; collaboratively create policies and processes that support regional fundraising efforts in compliance with current U-M policy and gift and event guidelines.
* In partnership with the Office of University Development and university Finance offices, support efforts to align financial systems? communication and establish best practices for tracking donor biographical data and giving histories across all three offices.
* Provide expert guidance and training on questions of compliance, U-M policy, and other gift and event finance guidelines to partners at UMH-Sparrow and UMH-West.
Other - 5%
* Other work and/or special projects as assigned.
Required Qualifications*
* Bachelor's Degree
* At least 3 years of progressively responsible finance/accounting or gift fund processing experience, preferably in a fundraising environment
* Strong communication skills, including a high level of comfort with providing feedback to employees, communicating university policy, and presenting complex information to groups
* Exceptional interpersonal skills, as well as a high level of sophistication and maturity in social and professional settings. Demonstrated ability to develop good working relationships with internal and external constituency groups and to work collaboratively with colleagues in a team environment
* Ability to exercise a high degree of sound judgment and diplomacy, with a commitment to confidentiality
* Ability to work flexible hours with occasional weekend and evening work as necessary
* Reliable remote internet service
Desired Qualifications*
* At least 1 year of supervisory experience
* Development experience in an academic health system setting with a comprehensive development program
* Experience with DART or other similar donor management systems
* Experience generating and analyzing fundraising reports
* Knowledge of University of Michigan organization, policies, and procedures
Work Locations
The onsite location for this position is an office suite at the 777 Building. This provides free, on-site parking for staff.
This position may be eligible for flexible work opportunities at the discretion of the hiring department. Flexible work agreements are reviewed annually and are subject to change dependent on the business needs of the hiring department, throughout the course of employment. This position works both onsite and remotely based on the business needs of the unit.
Modes of Work
Positions that are eligible for hybrid or mobile/remote work mode are at the discretion of the hiring department. Work agreements are reviewed annually at a minimum and are subject to change at any time, and for any reason, throughout the course of employment. Learn more about the work modes