Fund Administration and Compliance Analyst

The Wisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for the University of Wisconsin-Madison, is seeking a Fund Administration and Compliance Analyst. The Fund Administration and Compliance Analyst will assist in the development and management of the organization-wide Fund Administration systems; including the related policies, procedures, communication protocol, training, and stakeholder support. This position is a hybrid role and will require you to work in the office at least two days weekly.

Who is WFAA?
The Wisconsin Foundation and Alumni Association is a private, nonprofit corporation that encourages individuals and organizations to make gifts to the university and to connect with the UW. In 2014, the UW Foundation merged with the Wisconsin Alumni Association® to better serve a growing population of UW alumni and donors. We believe that private support grows out of good relationships between campus leaders, faculty and program staff who need support, and the alumni and friends who want to invest in UW–Madison. We provide important engagement opportunities to link UW–Madison alumni to each other and to their alma mater, building a strong community of Badgers.

Diversity and Inclusion:

Just as the university community benefits from differing viewpoints, perspectives, and experiences, inclusion and diversity are imperative for the success of our mission. WFAA values people and the differences that they bring to the organization, and creates an environment in which all staff members and constituents feel respected and have opportunities to thrive.  

Primary Responsibilities

Fund Administration

  • Serve as the Lead in overseeing the Fund Administration program for the assigned units, including Greater Milwaukee communities foundation reporting.
  • Assist with the development of fund management procedures and practices.
  • Assist with the creation of standard fund management forms regarding fund closure, fund reinvestment, fund transfers, etc.
  • Assist with the oversight of funds and fund reporting in the Advancement Resources Website (ARW).
  • Provide consistent fund documentation to assist in accounting activities.
  • Serve as a central point of contact for selected campus units.
  • Set up of new funds and ongoing maintenance of funds.
  • Ensure appropriate access to fund information is available for users.
  • Work with the Director of Fund Administration and Compliance to provide consistent fund documentation to assist in accounting activities.
  • Work on special projects as directed by the Director of Fund Administration and Compliance.

Compliance

  • Assist with conducting fund audits to ensure appropriate use according to the donor’s intent.
  • Determine if fund name, unit, division, department, use, class and grouping are accurate and reflective of fund documentation for assigned units.
  • Review fund status for assigned units and discuss proposed fund changes with the Director, as necessary.
  • Review donor and fund file information to determine if fund descriptions are complete and accurate.
  • Document fund changes in the fund file system.

Quality Assurance

  • Work with Development staff for assigned units to create effective and meaningful ways to provide fund stewardship:
    • Review fund status and discuss proposed fund changes as necessary.
    • Develop strategies for comprehensive education and communication with campus partners regarding effective fund management and stewardship.
    • Identify funds that are not being spent, may be too restrictive, or where the original intent of the fund cannot be fulfilled and develop strategies for effective utilization.
  • Maintain metrics to track compliance of timely processing for all requests and to ensure internal goals are met.
  • System integrity – Review funds for accuracy, authorization, and coding.
  • Work with Director of Fund Administration and Compliance to help develop efficient, timely and appropriately controlled policies and procedures.
  • Maintain Fund Administration procedures manual.
  • Assist with the development of strategies for comprehensive education and communication with campus partners regarding effective fund management and stewardship.

Requirements and Qualifications

Required Qualifications

  • Bachelors Degree or equivalent experience
  • 2 + years of professional experience in accounting and/or financial systems and/or fund management or related area

Other Qualifications

  • Microsoft Office experience required, including Excel, Word, PowerPoint, and Outlook.
  • Financial system experience preferred, including general ledger and/or accounts payable applications.  
  • Strong communication skills and the ability to interact well with people of diverse backgrounds, skill sets and experience; strong team orientation; as well as an ability to develop working relationships with internal staff, donors, prospective donors, WFAA Board members, and others.
  • Must be able to work on a variety of simultaneous tasks with a high degree of accuracy and attention to detail. 
  • Knowledge of financial recordkeeping procedures, regulations and standards. 
  • Knowledge of audit policies and procedures.
  • Knowledge of federal and state tax regulations, forms and filing requirements.
  • Strong collaboration skills, as well as a necessary ability to take initiative and work independently, and be able to meet very distinct deadlines.

WFAA is committed to provide our employees with an environment that is inspiring, creative and respectful.  We offer competitive pay and an excellent benefits program, which includes a 10% 401k contribution after 1 year of service!

The Wisconsin Foundation and Alumni Association is an Equal Opportunity Employer *The Wisconsin Foundation and Alumni Association is the “doing business as” name of the merged organization comprising the University of Wisconsin Foundation (supportuw.org) and the Wisconsin Alumni Association (uwalumni.com). Its legal corporate name is registered as the University of Wisconsin Foundation.

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