Officer, Complex Gift Management

1 month ago

New Haven, United States Yale University Full time

1. Develops and assist in directing the accounting and financial reporting systems for assigned unit, department, and/or school within the University. 2. Manages the financial operations for assigned areas including monitoring annual operating budget for the unit, department, or school. 3. Analyzes and recommends investment policy based on expected return and within guidelines established for University investment policies and practices. 4. Assists in directing the management of existing assets including the negotiation of leases, approval of capital expenditures and employment of local management firms. 5. Develops standards for the accounting and financial work of the managerial and professional staff to ensure that they work efficiently and effectively. 6. Allocates work assignments and issue deadlines to professional staff to ensure timely, accurate completion of accounting and financial reports. 7. Assists in directing and monitoring staff work to ensure that it is proceeding on schedule and meeting the established quality standards. 8. Evaluates needs and resources of departments requesting or requiring ongoing and special accounting and financial projects, assigns staff, and monitors progress. 9. Assists in directing the short (1-3 years) and long term (3-5 years) planning and allocation of the resources to drive financial, operational, and budgetary success in the Finance Department. 10. Anticipates new and changing financial issues; develops new and/or improved solutions within guidelines established by the University. 11. Directs a staff of exempt and non-exempt employees. 12. May perform other duties as assigned.

Required Skill/ability 1:

Ability to contribute as part of a team while also working independently. Demonstrated success in managing multiple projects and deadlines with exceptional attention to detail and highest level of accuracy.

Required Skill/ability 2:

Collaborative, flexible, and solutions-driven. Possess strong written and verbal communication and interpersonal skills. Ability to communicate complex information clearly.

Required Skill/ability 3:

High level of comfort with technology and demonstrated ability to learn new systems. Proficiency in Excel, Word and email.

Required Skill/ability 4:

Ability to maintain strict confidentiality when necessary and appropriate. Commitment to an inclusive workplace. Ability to engage with diverse audiences (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc.).

Required Skill/ability 5:

Commitment to upholding the highest of ethical standards.

Preferred Education:

CFA or other financial analyst/financial advisor certification; experience working with trusts and estates. Legal education or background a bonus.

Work Week:

Standard (M-F equal number of hours per day)

Posting Position Title:

Associate Director 4, Financial

University Job Title:

Officer, Complex Gift Management

Preferred Education, Experience and Skills:

CFA or other financial analyst/financial advisor certification; experience working with trusts and estates. Legal education or background a bonus.

Bachelor's Degree in Finance, Accounting or a related field. A minimum of six years of related experience or equivalent combination of education and experience. #J-18808-Ljbffr

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