The Assistant Director of Compliance and UOAA Business Management (Assistant Director) plays a pivotal role within the University of Oregon for the University of Oregon Alumni Association (UOAA), a distinct legal entity registered as a 501(c)(3) that operates autonomously from the University of Oregon. Serving as a vital liaison, this position fosters seamless collaboration between the UOAA and the university.

This role entails frequent independent decision-making in alignment with senior management directives. Upholding guidelines and procedures established by the Director of Compliance and UOAA Business Management, the Association’s Board and Bylaws, University policy, State and Federal regulations, and Data Use and Service agreements between the University and UOAA is paramount. The Assistant Director interfaces regularly with the UOAA’s board budget and finance committee and liaises with external state and federal agencies on behalf of the director. This role will supervise the accounting and gift/membership processing team and management of staff completing the processes and tasks required to ensure timely, successful completion of month-end close, completeness and accuracy of financial reports, and adherence to procedures and internal controls, among other duties. This role will be the final organizational approver of all financial transactions and entries in the financial system.

Operating within a sophisticated accounting framework encompassing a service center, two separate 501c3s (UOAA and UOF), and numerous accounting indices, the manager ensures adherence to UOAA and university accounting policies and regulations, GAAP, and grant support functions. Additionally, the manager serves as a principal liaison to the UOF finance, gift processing, and membership processing teams.

The Assistant Director delivers comprehensive budgetary reporting and analysis for supported units throughout the organization and actively participates in various university, UOAA, and UOF groups and committees. In the director’s absence, the assistant director may assume leadership responsibilities as needed. This position will exercise signature authority and serve as a secondary signer for all UOAA’s external bank, expense, and merchant accounts. The ability to provide accurate, timely, and relevant information and analysis, along with independently vetting, prioritizing, and triaging ad hoc priority requests, is essential in this role.

Minimum Requirements

• Bachelor’s degree in finance, Accounting, or a related financial field.
• Five years of experience in non-profit accounting, fiscal management, analysis budgeting, or related specialty. Experience must include interpreting and applying FASB, GAAP, and IRS rules and standards.
• Two years of supervisory experience OR five years of lead staff experience.

Professional Competencies

• Ability to manage a complex budget with multiple revenue streams or funding sources and multiple supported operations.
• Strong organizational, multi-tasking, and customer service skills.
• Strong communication skills.
• Demonstrated leadership and problem-solving skills.
• Ability to meet deadlines, anticipate needs, manage, and prioritize multiple tasks or projects, follow-through, and work independently without supervision, while handling frequent interruptions and shifting priorities.
• Ability to articulate complex ideas and present them to a wide variety of groups in several ways.
• Demonstrated independent judgment and the ability to assess and make recommendations on risk.
• Ability to manage stressful situations with tact and diplomacy and to use sound judgment and initiative, particularly as it relates to handling sensitive and/or confidential information.
• Advanced skills using the web and computer programs including Microsoft Office Excel and other products.
• Demonstrated experience in project management, including the ability to do proactive outreach and establish professional connections across multiple departments.
• Strong analytical skills, independent judgment, and ability to effectively interact with a wide range of people.
• Ability to interact, communicate, and work effectively with individuals, recognizing and respecting the many and varied identities of each person.
• Commitment to promoting and enhancing diversity, equity, and inclusion.

Preferred Qualifications

• Advanced degree in business, financial administration, or accounting.
• CMA certification.
• Working knowledge of QuickBooks Online, Novi Association Management System,
• Working knowledge and/or accreditation in ACH payments.
• Experience working in a finance or budget position in an office of advancement or alumni association at a college or university.
• Experience working for a foundation or 501c3, preparing IRS forms 990 and 990T.
• Demonstrated operational knowledge of FASB, GAAP, IRS rules and standards.