Fund Management Consultant

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Job Title:
Fund Management Consultant

Department:
Advancement Estate and Gift Planning

Position Overview

The Fund Management Consultant is part of the Gift Agreement & Endowment Services (GAES) team in Advancement and is responsible for leading and implementing effective methods for ensuring financial accountability of donor-supported funds, working closely with colleagues in development, colleges, medical center, and units. identifies data requirements to support stewardship strategies and reports; compiles, analyzes, and monitors data related to donor-supported funds; partners with and supports college, medical center, and unit staff in reviewing funds and communicating with fund administrators to ensure funds are utilized as intended; produces routine and ad hoc customized reports about donor-supported funds. advises staff, helps to simplify and resolve issues related to financial and gift policies, and may occasionally talk with donors to explain the same. Serves as the liaison to the Office of Business and Finance and may at times represent GAES at senior fiscal officer meetings and other related university meetings. Serves as a Functional Lead for Fund Management Reporting, providing ongoing input and support for fund management tools.

The successful candidate will be a self-motivated individual with strong knowledge of financial and gift policies, excellent skills in working with and communicating financial data and intermediate level experience with Microsoft Excel and data analysis software such as Tableau. operates with a high degree of independence, decision-making capabilities, judgment, and consistency. must be able to manage multiple projects at once, have strong customer service orientation, experience building collaborative relationships and have strong written and verbal communication skills.

All members of Advancement are part of creating an inclusive culture that inspires an exceptionally diverse and talented team and are measured on their adherence to the following core competencies: leadership, continuous improvement, teamwork and collaboration, and communication/interpersonal effectiveness.

About the Office of Estate and Gift Planning

The Office of Estate and Gift Planning serves as a resource for all charitable estate planning for the university, including charitable trusts, gift annuities, bequests and real estate gifts. Our office assists individuals in structuring a prudent gift plan that integrates their financial and estate planning goals with their interests in supporting the university. Estate and Gift Planning officers assist and collaborate with development officers in prospect strategy discussions and with the preparation of gift proposals for donors. Our office handles administration on all estate gifts to the colleges and units of the university.

Responsibilities

70%

Defines and implements effective methods for ensuring financial accountability of donor-supported funds. Works closely with colleagues in Development and across the university including but not limited to reporting services, IT, financial services, college/unit development and stewardship staff, college/unit fiscal staff, student financial aid, and other partners to ensure funds are utilized in accordance with specific donor restrictions governing the funds. Identifies data requirements to support stewardship strategies and helps ensure information is readily available to report to donors and other stakeholders about donor-supported funds and their impact. Compiles, analyzes, and monitors fund data. Proactively identifies and researches potential issues. Supports college/unit development, stewardship, and fiscal staff in reviewing development funds and communicating about stewardship. Coordinates and convenes meetings to review fund balances and develop spending plans as appropriate. Monitors pending/endowed funds to ensure required funding levels are reached; works with development/stewardship officers to determine appropriate alternatives if required funding is not reached. Updates and maintains contact information for fund administrators

15%

Advises faculty and staff including but not limited to development staff, fiscal staff, fund administrators  about relevant university financial and gift policies; may occasionally talk with donors to explain the same. Partners with central development staff and college/unit development and fiscal staff to resolve specific issues or concerns about donor-supported funds, on behalf of donors and the university. Remains current on gift policies.

10%

As a Functional Lead for Fund Management Reporting (Designation Profile Report, Unspent Balances, Fund Management Dashboard, etc.), provides expertise on overall business requirements and processes for fund administration tools. Reviews and approves relevant IT project requirements. Helps to direct and participate in the developing and performing of test scenarios. Subject Matter Expert for Fund Management Reporting with assistance from BIDS staff. Trains and assists with development of training materials for Fund Management Reporting. Occasionally helps resolve questions about TAS issues related to funds, as submitted through the Help Desk

5%

As an active member of the Gift Agreement and Endowment Services (GAES) team, helps to guide strategies and participate in projects to improve internal and external processes. Serves as backup gift agreement and endowment description writer. At times represents GAES at senior fiscal officer meetings and other related university meetings. Performs other duties as assigned.

Required Qualifications

• Bachelor’s degree or an equivalent combination of education and experience

• Four year’s experience using financial systems and software

• Three years’ experience using customer relationship database

• Knowledge of investments, stocks, mutual fund strategies and marketing financial reports

• Experience explaining financial data or concepts to internal and/or external partners

Desired Qualifications (We are dedicated to building a diverse and inclusive workplace and encourage you to apply even if your experience does not align perfectly):  

• Experience working with complex, relationship database software systems (TAS)

• Experience with The Ohio State University financial systems

• Knowledge of higher education advancement, demonstrated knowledge of endowments.

The Office of Advancement is committed to providing tools and resources for you to learn our business, proprietary databases, university-specific processes, and advancement practices. 

Commitment to Inclusion 

The Office of Advancement is committed to active allyship in addressing and dismantling the inequities created by systemic racism and implicit, long-held bias. We pledge to act with kindness, respect, and integrity at all times; trust ourselves and our colleagues and empower their whole identities; and hear and see our colleagues’ ideas, voices, and perspectives, acknowledging that we are better together. 

You Need to Know 

Aside from the unparalleled benefits of working for The Ohio State University and working in the diverse, smart, enjoyable, and growing city of Columbus, Ohio, this opportunity will provide exceptional rewards that arise from working for an institution doing worldwide life-changing teaching and research. Learn more here:  https://hr.osu.edu/careers/ . 

In accordance with the Disaster Preparedness and University State of Emergency Policy 6.17 this position has been designated as a standby position.

Additional Information:

Target Hiring Range: $62,700 – $83,600

Ohio State is focused on enhancing the health and safety of our community. Therefore, the university is requiring every student, faculty and staff member to be compliant with Ohio State’s COVID-19 vaccine requirement . By the start of employment, all newly hired employees must receive at least the first dose of a two-dose series or a single dose of a one-dose series COVID-19 vaccination. Individuals who choose a two-dose series vaccination must receive the second dose within 45 days of their start date. Proof of vaccination will be required at time of hire. Candidates may request a medical or religious exemption from the vaccination requirement. Campus employees may also request an exemption for personal reasons. Ohio State Wexner Medical Center, College of Medicine or OSUP Employees are not eligible for personal exemptions. All exemptions are subject to Ohio State’s approval and subject to change, including revocation, due to legal and regulatory requirements.

Location:
University Square North (1031)

Position Type:
Regular

Scheduled Hours:
40

Shift:
First Shift

Final candidates are subject to successful completion of a background check.  A drug screen or physical may be required during the post offer process.

Thank you for your interest in positions at The Ohio State University and Wexner Medical Center. Once you have applied, the most updated information on the status of your application can be found by visiting the Candidate Home section of this site. Please view your submitted applications by logging in and reviewing your status. For answers to additional questions please review the frequently asked questions .

The Ohio State University is an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to age, ancestry, color, disability, ethnicity, gender identity or expression, genetic information, HIV/AIDS status, military status, national origin, race, religion, sex, gender, sexual orientation, pregnancy, protected veteran status, or any other basis under the law.

Applicants are encouraged to complete and submit the Equal Employment Identification form.