Chief Investment Officer and Comptroller
- Employer
- Santa Fe College
- Location
- Gainesville, Florida, United States
- Salary
- Competitive Salary
- Date posted
- Dec 23, 2024
View more categoriesView less categories
- Position Type
- Administrative, Business & Administrative Affairs, Financial Affairs, Chief Business Officers & Vice Presidents, Enrollment Management, Financial Aid, Executive
- Employment Type
- Full Time
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Compensation
$104,180.00 Annual
Job Description Summary
The application deadline for this position has been extended to 11:59pm EST on January 24, 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.
* This position is not eligible for remote-only work.
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.
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.
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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