Senior Advancement Resource Liaison

4 days ago

Miami FL USA, United States Florida International University Full time
Job Summary

Florida International University is seeking a highly skilled and experienced Senior Advancement Resource Liaison to join its team. The successful candidate will play a critical role in coordinating and managing the day-to-day operations and activities of the Advancement department, serving as a liaison between the critical units in Central Advancement and the development/advancement team within the College of Engineering & Computing.

Key Responsibilities
  • Coordinate and manage programmatic meetings, events, vendor relations, and management, ensuring effective event logistics, budget oversight, pre-event preparation, and post-event evaluation and debriefing.
  • Collaborate with the development/advancement team in securing appropriate resources in support of program development and direction, liaising with the unit and Central Advancement communications teams to ensure appropriate coverage of events and/or donors.
  • Interact with various university administrators and staff, and with the university constituents and VIPs, serving as a liaison between the department and other agencies, departments, and vendors.
  • Manage the input, retrieval, analysis, and communication of prospect/donor data in RE (Raisers Edge) for college, initiating requests for profiles on individuals and foundations, prospect lists, and specific fundraising initiatives and campaigns.
  • Compose correspondence, reports, forms, and acknowledgment letters, and assist with compiling grant proposals and other written materials and presentations, consolidating and reconciling records based on donor relationships.
  • Manage and audit all prospect/donor information for the college and development team, working with Research & Prospect Management in Central Advancement on all research and data points and research needs, and working with Advancement IT to establish and implement the use of new queries and reports.
  • Generate regular and ad-hoc reporting requirements and requests in Advancement databases (Raisers Edge, Tableau, etc.), coordinating necessary efforts to ensure data quality and integrity for the College, identifying trends in data and metric analysis.
  • Create monitoring and tracking mechanisms for required metrics and measurements for fundraising activity, pulling data for all reporting needs, tracking related activity, and keeping the development team informed, compiling data and other pertinent information for Dean and Executive Director of Development.
  • Prepare all prospect meeting documents and information such as pre-meeting reports, memorandum, correspondence, and documents, managing the use of project management software, BASE CAMP, for development/advancement team members, ensuring effective entry, updates, and audits of projects, assignments, and/or related actions or milestones.
  • Collaborate with Central Donor Relations & Stewardship to create and implement unit Stewardship Plans, creating and monitoring annual Advancement budget based on annual stewardship and fundraising goals each fiscal year, in collaboration with the Dean and Advancement team, monitoring expenditures on a regular basis to avoid overspending.
  • Keep unit development/advancement team abreast of abreast of stewardship activities, progress, and any adjustments made as a result of changes, as they occur, tracking budget for all related events, travel, site visits, stewardship gifts, and conferences, ensuring compliance with existing Gift Agreements.
  • Review and analyze existing scholarship and endowment databases, analyzing fund balances, pledge payment information, fund balances, matching gifts, and scholarship allocations, making recommendations to the development/advancement team of next steps based on analysis and findings.
  • Manage donated funds in the forms of checks, stocks, and other negotiable securities, ensuring compliance with University and State of Florida statutes, guidelines, policies, and procedures associated with budget and procurement.
  • Facilitate effective and efficient documentation of prospect management process (matrix and portfolio movement for unit fundraisers), collaborating with unit fundraisers on vetted prospects and removal of prospects no longer considered viable and with updating of portfolios, by Advancement protocols.
  • Manage the coordination of all development/advancement team travel, facilitating reimbursement of incurred expenses, and initiating transfer of funds to appropriate accounts for use, serving as the Pro-card Approver for departmental transactions, assuring compliance and adherence to university credit card policies and procedures.
  • Handle confidential records/information regarding gifts and donors and reports for use by the Development team.
  • Create/maintain new project accounts and IDs in the foundation, monitoring and ensuring the accuracy of current accounts.

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