Job Description

Compensation

$104,180.00 Annual

Job Description Summary

The application deadline for this position is 11:59pm EST on January 10, 2025.

The Office for Advancement provides leadership and coordination in developing activities and external support associated with gifts to enhance student recruitment/retention and create institutional impacts through philanthropic support. This includes cultivating philanthropic partnerships and individual giving; planning and directing fundraising campaigns; promoting annual giving; planning and coordinating comprehensive and capital campaigns; coordinating planned and deferred gifts; promoting employee and Alumni stewardship; and facilitating donor recognition events. Additionally, the Office for Advancement provides administrative support to the Foundation, which encourages and sustains long-term relationships with compassionate alumni, friends and businesses with generous hearts. SF’s generous donors support the mission and vision of the college, and as such bring about tranSFormational change throughout our communities.

The Chief Investment Officer and Comptroller oversees the fiscal operations of the Santa Fe College Foundation, a Direct Support Organization (DSO) of SF, and has responsibilities in financial reporting, budgeting, accounting, internal controls, managerial analysis, investment opportunities, decision support, and account transactions. The Chief Investment Officer and Comptroller is responsible for the daily administration and oversight of the Foundation’s investments and cash management and consults regularly with personnel on matters relating to investment and the management of the Foundation’s financial assets. The Chief Investment Officer and Comptroller ensures compliance with the IRS non-profit rules, College guidelines, Florida State laws, Governmental Accounting Standards Board (GASB) regulations, and various other funding agencies, and regularly provides reliable financial information to the Foundation, members of the college, and government entities. The Chief Investment Officer and Comptroller exercises professional judgement in policy formulation, financial management and reporting, investment analysis, and portfolio management to ensure accuracy and compliance and has a working knowledge of the Foundation’s internal operations, grants, and policies.

Job Description

Responsibilities and Duties Include:

• Serves as a senior leader within the Office for Advancement and the Foundation, assisting with overall organizational management, strategic planning, forecasting, and policy recommendations.

• Oversees the accounting and financial operations of the Foundation to include supervising daily accounting and financial activities, processing and analyzing financial transactions, and facilitating financial audits.

• Maintains the Foundation’s investment and cash management policies; plans, enhances, and revises financial systems for the Foundation.

• Collaborates with the Foundation’s Board of Directors in facilitating private funding through the application of private donations and in governing the fiduciary responsibilities of the Foundation.

• Manages the Foundation’s marketable securities portfolio in collaboration with the Vice President and external investment managers.

• Provides executive-level support to leadership in the development and implementation of special projects and emerging capital needs.

• Develops and implements a fiscally sound financial budget that meets the needs of the Foundation and of future financial endeavors in collaboration with the Vice President.

• Utilizes risk management models, analyzes budgetary limits, and predicts how much money will be required to allocate assets to meet SF and Foundation goals and complete projects.

• Implements an approved asset allocation model for the portfolio, with the approval and direction from the Vice President and Executive Director of the Foundation.

• Coordinates, prepares, and facilitates the annual external financial audit of the Foundation, including drafting financial statements, preparation of notes to financial statements, as well as the accompanying management discussion and financial statement analysis.

• Maintains the privacy, security, and confidentiality of donor records and other sensitive information according to appropriate state, federal, and college regulations, policies, and procedures.

• Supports donor cultivation, outreach, and management, including fundraising for student benefits.

• Collaborates with internal constituents to successfully compete for public resources and ensures accurate donor records are kept and that every gift is properly recognized.

• Provides opportunities for (prospective) donors to interact meaningfully with SF students, communicate the various ways they can impact SF students’ lives, and educate them on the college’s various educational programs.

• Manages the SF Art Collection, which includes the Hector Puig Art Collection (>5,000 pieces), the World Record Letter Opener collection, and several other art pieces from a variety of smaller collections.

• Prepares periodic management reports related to the performance of the investments and success in fundraising and manages public resources in a manner that meets the programmatic and reporting needs.

• Evaluates potential investment opportunities to make recommendations about the various invest options and prepares financial reports and financial models to predict potential cash inflows.

• Supports the management of Santa Fe College Foundation assets, including real estate, negotiable paper, stocks, bonds, and liquid funds.

• Manages the Foundation’s real estate investments with the Vice President and provides guidance to external property managers concerning the monthly reporting requirements necessary to maintain adequate financial controls.

• Supports the planning, development, facilitation, and implementation of external private funding opportunities in scholarships, gift annuities, planned giving, cultural programs, and capital expenditures.

• Ensures accurate financial data for donor stewardship and institutional reporting and prepares and submits reports to state and local agencies.

• Maintains fiduciary relationships and fulfills fiduciary responsibilities in a manner commensurate with the highest standards of the College, meeting all federal, state, and local audits and reviews.

• Complies with all published College Rules, procedures, guidelines, and laws/regulations governing public employees, including but not limited to those related to document retention and destruction, FERPA, and confidentiality.

• Strictly honors the privacy, security, and confidentiality of student records and other sensitive information according to appropriate state, federal, and college regulations, policies, and procedures.

• Provides service excellence through courteous, informed, accessible, and professional engagement.

• Performs other duties as assigned. 

Reports to: Vice President for Advancement and Chief Philanthropy Officer

QUALIFICATIONS

Required: A bachelor’s degree in accounting, finance, economics, or business-related field from an accredited institution with at least six (6) years of professional work experience in areas of accounting, financial management, investment analysis, financial reporting, and portfolio management. Prior supervisory experience at the intermediate or senior level is also required.

Additional Requirements: A criminal background check will be conducted.

Preferred: Certified Public Accountant (CPA) licensure with a working knowledge of GASB accounting principles, as well as grants, accounting, reporting, rules, and regulations. Certified Chartered Financial Analyst (CFA) with experience in the evaluation, acquisition, and implementation of specialized accounting and reporting applications.

General Knowledge, Skills, and Abilities

• Ability to work successfully in a multi-cultural environment.

• Adaptability to Change – able to be flexible and supportive, able to positively and proactively assimilate change in rapid growth environment.

• Analytical Aptitude & Problem Solving - able to analyze information, problems, situations, practices and/or procedures, collect and interpret data, reason logically, establish facts, identify and define existing and potential issues, recognize the interrelationships among elements, draw valid conclusions, develop recommendations, as well as alternative courses of action, select appropriate course, follow up, and evaluate.

• Communication – able to effectively communicate in a professional, diplomatic, empathetic, and tactful manner using preferred method and level as applicable to the job.

• Critical Thinking & Judgement - able to make well-reasoned, sensible, and timely decisions based on careful, objective review and informed analysis of available information, considerations, and other factors.

• Customer Service – ability to respond promptly and courteously to all questions from students and faculty, demonstrating patience and persistence when helping students with little or no computer skills.

• Ethics – able to demonstrate integrity, professionalism, civility, and a high degree of ethics in all job-related actions.

• Organization & Time Management – able to plan, schedule, and organize tasks related to the job to achieve goals within or ahead of established time frames.

• Problem Solving – proven skills in identifying issues, determining their cause, developing creative solutions, and following through with implementing resolutions.

• Relationship Management – able to personally provide high level of interactive service to others, building relationships and addressing identified needs.

• Results Orientation – proven ability to set and exceed established targets.

• Systems & Software - proficient level of knowledge of Microsoft Office and/or relevant position software programs.

• Detail Oriented - Proven accuracy and attention to detail.

• Multi-task - Ability to expeditiously organize, coordinate, manage, prioritize, and perform multiple tasks simultaneously to swiftly assess a situation, determine a logical course of action, and apply the appropriate response.

Application Process:  All applicants must submit a completed online SF application, a letter of intent, an up-to-date resume/curriculum vitae, and unofficial academic transcripts (if applicable) to be considered for this position. Unofficial transcripts are only accepted for review purposes, official transcripts are required prior to any offer of employment being made.

If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended or deemed ineligible depending upon the date of your retirement.

Santa Fe College (SF) is committed to maintaining a work and educational environment that embraces diversity and where no member of the college community is excluded from participation in, denied the benefits of, or subject to discrimination in any college program or activity based on: their race, ethnicity, national origin, color, religion, age, disability, sex, pregnancy status, gender identity, sexual orientation, marital status, genetic information, political opinions or affiliations, or veteran status. This commitment applies to employees, volunteers, students, and, to the extent possible, to third parties, applicants for admission, applicants for employment, and the general public. sfcollege.edu/eaeo
 
Inquiries regarding non-discrimination policies or concerns about discrimination or harassment, including concerns about sexual harassment or sexual violence under Title IX, should be directed to: equity.officer@sfcollege.edu

Santa Fe College reserves the right to extend deadlines and/or not to offer advertised positions. Preference will be given to eligible veterans and spouses of veterans.

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