Finance and Governance Administrator

Oregon Community Foundation | Portland, OR

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Posted Date 6/04/2024
Description

Oregon Community Foundation

Finance and Governance Administrator

- Supporting Organizations and Split Interest Gifts

Location: Portland, OR

Application Deadline: 06/24/2024

Background:

Oregon Community Foundation (OCF) was founded in 1973 with a big mission: to improve the lives of all Oregonians through the power of philanthropy. In partnership with donors and volunteers, OCF works to strengthen communities in every county in Oregon through research, grantmaking and scholarships. OCF is one of the largest community foundations in the country with over $3 billion in assets under management. In 2023, OCF distributed more than $200 million in grants and scholarships.

OCF is an Equal Opportunity Employer with five offices throughout Oregon in Bend, Eugene, Medford, Portland and Salem. Come join our team. To learn more, please visit: oregoncf.org.

Primary Purpose:

Oregon Community Foundation (“OCF”) provides highly personalized contribution management, asset management, stewardship and grantmaking services to major donors through a portfolio of complex entities: Supporting Organizations, Charitable Remainder Trusts, and Charitable Gift Annuities. Many of these entities hold complex assets (real estate, promissory notes, business interests, OCF funds, life insurance policies, etc.).

The Finance and Governance Administrator ("FGA”) collaborates closely with the Sr. Finance and Governance Administrator (“SFGA”) and interdepartmental teams to provide a customized and highly tailored menu of services to OCF’s portfolios of eight supporting organizations and over $100 million in split interest gifts.


After an initial training period of approximately three to six months, this position may be assessed as having an option to work remotely for two days per week.

Essential Duties and Responsibilities

  1. OCF’s Supporting Organizations - Percentage of Time: 60%

  • Work closely with SFGA, interdepartmental teams, donors, governing boards and professional advisors to provide a customized and highly tailored menu of services to a portfolio of supporting organizations. In close collaboration with the SFGA:
    1. Coordinate with cross-departmental teams to provide prompt and effective services to a portfolio of supporting organizations, including board meeting planning and meeting materials preparation.
    2. Facilitate intake, management and disposition of non-cash assets.
    3. Manage and coordinate all aspects of governance and administration, including managing corporate records, legal matters, board communications, policy creation/implementation and financial management coordination and reporting.
    4. Ensure compliance with federal and state laws, articles of incorporation, by-laws, and organizational policies.
    5. Engage in special projects as required for each supporting organization, often involving complex financial, legal, tax and policy considerations.
  • Work to become an expert on and remain apprised of OCF’s portfolio of, and policies impacting, supporting organizations and split interest gifts, as well as applicable federal and state laws.

B. Split-Interest Gifts - Percentage of Time: 35%

  • Work closely with SFGA, interdepartmental teams, and OCF’s contracted trust administrator (TIAA Kaspick) to support OCF’s portfolio of split interest gifts (Charitable Remainder Trusts, Charitable Gift Annuities, and Charitable Lead Trusts). In collaboration with the SFGA:
  1. Implement and oversee annual plan and schedule of program activity for OCF’s split interest gifts.
  2. Work closely with philanthropic advisors to ensure the seamless creation and funding of CRTs and CGAs.
  3. Oversee mailings and communications to donors and income beneficiaries, including quarterly statements, annual reports, surveys, investment updates and other occasional communications.
  4. Ensure that gifts are administered in accordance with their governing documents and appropriate records are maintained.
  5. Coordinate set-up, changes, additions, terminations and other routine activities of split interest gifts with TIAA Kaspick. This includes working with the Gift Acceptance Committee, OCF staff and Kaspick to manage successful gift structuring, donor communications and implementation of investment allocation decisions.
  6. Respond to donor and beneficiary requests for information; explain complexities of gift vehicles, investment performance and requests for changes to the gift vehicles.
  7. Work with OCF staff, donors and professional advisors as needed to make amendments, facilitate contributions, and manage and sell assets.
  8. Support coordination of Trust Investment Subcommittee.
  9. Engage in special projects as required, often involving complex legal, tax and policy considerations.

C. Marginal Job Duties - Percentage of Time: 5%

  • Other projects and duties as assigned.

Supervisory Responsibilities:

  • No supervisory responsibilities.

Required Cultural Values: In addition to the specific job requirements for each position, staff are expected to embody certain cultural values to support OCF’s mission: communicate effectively, value one another, demonstrate accountability, embrace possibilities, address conflict and take action.

Studies have shown that women and people of color are less likely to apply for jobs unless they believe they meet every one of the qualifications as described in a job description. We are most interested in finding the best candidate for the job, and that candidate may be one who comes from a less traditional background. If you are interested in applying, we encourage you to think broadly about your background and qualifications for the role.


Required Education and Experience:

  • Five years’ experience in progressively responsible finance, business, trust administration, investment management, and/or wealth management roles.
  • Bachelors’ degree in business management, finance, accounting, or related field, or equivalent experience in lieu of a degree.
  • Tax and/or paralegal experience a plus.
  • Project management and/or process improvement experience a plus.

Required Professional Competencies:

  • Knowledge of trust and corporate form entity administration, such as interpreting legal documents, board meeting planning and execution, and financial reporting.
  • Familiarity with financial accounting, investment management and charitable giving concepts.
  • Interest in philanthropy and complex financial activities.
  • Excellent problem-solving skills.
  • Demonstrated ability to manage complex processes, interpret legal and financial information. Ability to gather and analyze data from several sources and produce reports.
  • Exceptional relationship and people/rapport-building skills, ability to navigate challenging situations and conversations to deliver high-quality services to internal and external stakeholders.
  • Cultural agility skills necessary to work effectively with diverse people, teams, and communities to achieve objectives. Collaborative; also works well independently.
  • Demonstrated commitment to equity, diversity, and inclusion.
  • Excellent oral and written communication skills – conveys information clearly, effectively and engagingly. Experience editing and proofreading.
  • Discreet, able to maintain confidentiality and operate with the highest ethical standards at all times.
  • Accountable. Able to remain highly organized in a deadline driven environment, prioritize and manage several tasks efficiently, while maintaining strict attention to detail and accuracy, shifting priorities and adapting to change as necessary.
  • Demonstrated initiative and creativity, and commitment to continuous improvement, proactively identifying ways to enhance the responsibilities of the position, a process, procedure or outcome that benefits OCF.
  • Advanced proficiency with MS Office Suite, and experience working with complex integrated databases.


Physical Demands and Working Conditions: This job is typically performed under very comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job. Job duties are performed in an office setting or indoor meeting rooms. Requires repetitive use of keyboard and monitor, and ability to sit or stand for long periods at a time. Requires the ability to use telephone and standard office equipment. Requires lifting, carrying, pulling, pushing, and reaching.

The amount of effort typically applied and the frequency of application: (Whereas, the following refers to lifting, any equivalent effort may be substituted.)

Less than 1 pound – Effort applied 15-40% of the time.

Between 1 and 5 pounds – Effort applied 15-40% of the time.

Between 5 and 60 pounds – Effort applied less than 15% of the time.

The effort above is typically applied while sitting, standing, or walking.

Travel – Percentage of Time: 5%

Statewide and national travel may be required based upon portfolio or foundation priorities; may involve overnight stays which are organized largely at the employee’s discretion.

Safety: Support a safe work environment by performing work duties safely and according to procedures. This includes reporting all injuries, illnesses or accidents sustained while working to your immediate supervisor as soon as possible after the occurrence or within 24 hours of the injury, illness or accident, and reporting any accident involving OCF vehicles, equipment or other property, regardless of the nature of the accident, to your immediate supervisor as soon as possible after the accident.

Attendance Requirements: Regular punctuality and attendance are required. Requires attendance at after-hour events and sometimes requires work outside regular business hours.

Compensation and Benefits: This is an exempt, full-time position. The hiring range for this position is $75,000 to $83,000, DOE. Salary offers are determined in conjunction with an internal pay equity assessment.

Our excellent benefit package includes generous paid time off, choice of medical and dental coverage, vision, outstanding 401k retirement plan, commuter and healthcare pre-tax savings accounts, employer-paid disability and life. Employees have access to an Employee Assistance Plan, paid volunteer leave, professional development opportunities, and much more!

To Apply: The Oregon Community Foundation is an Equal Opportunity Employer committed to equity, diversity and inclusion. We strive to build a diverse workforce to promote effective work in partnership with all communities and population groups in Oregon. We welcome a diverse pool of qualified applicants.

To be considered for this position, please provide a cover letter addressing how you meet the requirements of this position and a copy of your most recent resume. Apply online at https://oregoncf.org/about/careers/

Salary75,000.00 - 83,000.00 Annual
Listing Type
Jobs
Categories
Clerical/Administrative | Finance | Nonprofit
Position Type
Full Time
Employer Type
Direct Employer
Salary Min
75000
Salary Max
83000
Salary Type
/yr.

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