333 S Twin Oaks Valley Rd, San Marcos, CA 92096, USA
Description: PURPOSE OF POSITION: The Director of Advancement Services reports to the Associate Vice President for Resources, Planning and Advancement Services and is responsible for supporting the University Advancement division including Development, Alumni Engagement, and Annual Programs. The Director of Advancement Services works proactively to improve the donor experience, increase efficiency, ensure best practices and reduce organizational risk. This includes providing leadership and oversight of Advancement Services operation including gift processing; database management, content, data integrity, prospect research and moves management; and other related functions. The Director supervises and provides motivation to a growing operations staff and should have a proven track record of effective management experiences. The Director is responsible for developing and overseeing the long and short-term planning and implementation of donor and development strategies in collaboration with development officers, academic leaders and campus leadership. The Director will anticipate needs and provide detailed targeted analytical services that influence and support fundraising strategies and priorities. Crucial components of the position are the ability to problem-solve in a fast-paced environment, collaborate often and build consensus. MAJOR RESPONSIBILITIES: % of Time 1. Leadership/Management 20 % 2. Strategic Planning 20 % 3. University/Community Partnership 10 % 4. Functional Oversight Management 50 % LIST OF TASKS FOR EACH MAJOR RESPONSIBILITY: 1. LEADERSHIP/MANAGEMENT: Acts as a change champion. Provides clear direction. Leads courageously by addressing difficult issues. Supports and moves new initiatives forward. Facilitates an environment that motivates, empowers, and inspires commitment from employees. Understands what issues require a "sense of urgency" and handles accordingly. Ensures confidentiality around sensitive issues. Demonstrates commitment to creating and sustaining a diverse and inclusive workforce. Creates and implements methods for improving individual and team performance. Builds effective teams committed to organizational goals. Fosters collaboration. Creates an environment in which employees are recognized for their accomplishments and contributions to the success of the team. Understands the university's mission and vision and how the department/division work activities and goals support the mission. Identifies current and future challenges and proposes effective solutions. Determines, effectively allocates, and coordinates resources. 2. STRATEGIC PLANNING: As a strategic partner, recommends and implements long and short term strategic plan goals and operational plans for Advancement Services. Ensures Advancement Services' goals align with and support the overall mission of the university. Motivates and encourages commitment to achievement of strategic plans. Provides strategic direction around prospects and capacity for any University comprehensive campaign. Effectively communicates the strategic initiatives. Accomplishes strategic goals for University Advancement and the CSUSM Foundation. 3. UNIVERSITY/COMMUNITY PARTNERSHIP: As a member of the campus community, ensures a community focused strategy to support the university's mission. Recognizes the importance of collective strength, knowledge, and information. Builds effective strategic alliances internally and externally. Initiates and develops strong working relationships with community. Demonstrates commitment to diversity. Collaborates with business partners in the achievement of university goals that support the university's mission. Actively solicits and acts upon feedback. Identifies and anticipates community needs. Develops and implements solutions. Successfully negotiates through persuasion. Gains support and commitment from others. Takes the necessary measures to solicit and influence internal and external support. 4. FUNCTIONAL OVERSIGHT/MANAGEMENT: Provides overall leadership and direct supervision of Gift Processing and Reporting Coordinator, Prospect Researcher, Database Administrator and Administrative Coordinator. The Director will manage and make improvements to a comprehensive and complex gift processing function, the central processing unit for all gifts to the CSUSM; coordinate and monitor workflow; ensure timely and donor-centric receipting and recording of gifts and pledges; reconciliation of gift records to the financial general ledger; support audit inquires; ensure compliance and data security; ensure close collaboration with relevant campus partners and update policies and procedures to reflect best practices. The Director oversees critical activities related to the maintenance, management, use and analysis of data in the Blackbaud Raiser's Edge database and Raiser's Edge NXT. The Director will lead comprehensive database cleaning to result in improvements and enhancements in data integrity consistent with best practices. The Director will have knowledge and experience in prospect research functions, long and short-term planning and implementation of strategies for prospect cultivation and solicitation in collaboration with academic leaders and campus development officers. Provide leadership for advancement technology including central database, Advancement website, e-communications, support calling center database, and the alumni online community. Determine enhanced features, services and products to increase capability of supporting university and college advancement efforts. SUPERVISION OF OTHERS: Gift Processing and Reporting Coordinator Full time Database Administrator Full time Prospect Researcher Full time Administrative Support Coordinator Full time Student assistant Part time PURPOSE AND NATURE OF WORK RELATIONSHIPS: Daily/weekly interaction with faculty, staff, campus leadership, community volunteers, civic and business leaders to persuade, gather and provide information, collaborate, consult and resolve issues. REQUIREMENTS OF POSITION: 1. List education and experience required • Bachelor's degree in related field plus five years' experience in a related field; or an equivalent combination of education and experience. • Direct experience with a relational database, similar to Blackbaud Raiser's Edge • Preferences i. Master's degree in related field ii. Blackbaud Raiser's Edge and Raiser's Edge NXT direct experience iii. Work experience in an academic setting, ideally Public Higher Education. 2. List knowledge, skills, and abilities required for this position. Leadership / Vision: • Demonstrated commitment to CSUSM's mission and goals as a student-centered university dedicated to teaching excellence and active learning with a university first perspective and a customer focused strategy. • Ability to establish a clear and understandable vision for Advancement Services, engage the university community in the implementation of the vision, and build the operational components to execute the vision • Ability to lead and enable groups of people to face challenges and achieve results in complex conditions. • A demonstrated commitment to inclusiveness and access in all areas of the university. Management / Conflict Resolution / Problem Resolution / Initiative / Continuous Improvement: • Successful experience managing projects in a complex organization. • Ability to lead courageously by addressing difficult issues. • Ability to initiate and support innovation with creativity, openness to change, flexibility, responsiveness, and future focus. • Ability to apply quality management techniques of continuous improvement and employee involvement to assess and improve services, promote campus culture and build teams. • Ability to identify current and future challenges and propose and implement effective solutions. • Experience making effective decisions with sound analytical ability, good judgment and strong operational focus. • Experience in developing business processes, procedural handbooks and guidelines for enhanced business functions for advancement services and prospect research Communication: • Excellent oral and written communication skills. • Ability to communicate effectively to a variety of audiences. • Successful negotiation and persuasion skills. • Ability to prepare and present information in various report formats. Strategic planning / Goal Setting: • Experience in strategically supporting growth and/or change. • Experience creating and implementing long and short term goals. • Experience in determining and coordinating resource allocations. • Ability to collaborate with multiple entities to plan and accomplish the objectives set forth in the university's strategic master plan, coordinating ongoing multiple large and complex projects from conception to completion in a centralized and highly regulated environment. • Ability to find solutions that result in prudent decisions, to promote mutual satisfaction and positive action, and to develop imaginative approaches to achieve individual, unit and institutional strategic initiatives. • Ability to apply forward-thinking and creative thought with high ethical standards to develop strategic vision. Teamwork / Collaboration: • The ability to work effectively and build strong alliances internally and externally with a broad range of individuals to bring the University community together around shared goals. Functional Area Expertise: • Serve as the expert in all Advancement Services functions providing strategic direction and support to the Advancement Services team, colleagues and campus leadership. • Demonstrated understanding of relevant information systems, tools and databases used to collect, disseminate, and report data to support the advancement and fundraising efforts of an organization. • Demonstrated experience with and ability to work effectively in a collaborative environment. • Expertise in analyzing, modifying, implementing and evaluating development programs and practices. • Demonstrated expertise and knowledge of the principles and practices of gift processing and administration. • Demonstrated experience developing and managing high-level customer service. • Demonstrated expertise in relational databases. • Understanding of applicable laws, rules, regulations, policies and procedures relevant to all aspects of a complex higher education advancement operation (i.e.: CASE, IRS). • Advanced analytical skills to synthesize a high volume of information from a variety of sources and perform complex analysis to interpret financial data and individual wealth indicators, identify philanthropic patterns, and relationships among individuals, corporations and foundations. • Experience conceptualizing, developing and implementing proactive methodologies for identification and solicitation of prospective donors. • Working knowledge of current prospect research technologies and databases. • Demonstrated experience writing guidelines for prospect management services including: conducting portfolio and pipeline analysis (moves management cycle), assessing fundraising performance, and managing prospect ratings. • Demonstrated experience reconciling gift records to a financial general ledger. 3. List machines, tools, equipment, and motor vehicles used in the performance of the duties • Extensive experience with Blackbaud Raisers Edge and Raisers Edge NXT • Standard office and communication equipment. 4. List unique working conditions • Occasional overnight travel. • Evenings and weekends may be required. 5. Other Employment Requirements • The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Limited Reporter • This position is subject to a background check including, but not limited to, employment verification, education verification, reference checks and criminal record checks. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position. • This position is a "designated position" in the California State University's Conflict of Interest Code. The incumbent in this position is required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission. Disclosure category 2. • Must participate in required campus trainings including, but not limited to, Sexual Harassment Prevention training "EDU Supervisor: Anti-Harassment, Discrimination, Retaliation"; Information Security Awareness Training; and Sexual Violence Awareness and Prevention "EDU: Eliminate Campus Sexual Misconduct". Closing Date/Time: Open until filled
Town of Collierville
501 Poplar View Parkway, Collierville, TN, USA
The purpose of this classification is to provide a variety of reference, research, and adult programming services to patrons in the day to day operations of the department.
25800 Carlos Bee Boulevard, Hayward, CA 94542, USA
Description: SALARY AND BENEFITS: Salary Range: $3,796.00/month to $5,369.00/month. PLEASE NOTE: The starting salary will be between $3,796.00/month to $4,583.00/month. Cal State East Bay offers a broad range of benefits that includes medical, dental, vision, retirement (CalPERS), 401k, 457, 403(b), dependent and health care reimbursement accounts, life insurance, vacation and sick, 13 paid holidays, one personal holiday and tuition fee waiver. For more information on the benefits program, please visit http://www.csueastbay.edu/af/departments/hr/benefits/index.html ABOUT CAL STATE EAST BAY: Cal State East Bay's beautiful main campus is located in the Hayward hills with panoramic views of the San Francisco Bay shoreline. Situated above the city of Hayward, the campus offers an ideal setting for teaching and learning and yet easy access to the many cities along the bay. The University has a satellite campus in Concord, a professional development center in Oakland and a significant presence online. Founded in 1957, Cal State East Bay is one of 23 universities of the California State University system (CSU). With an enrollment over 15,800 students, Cal State East Bay is recognized as a regionally engaged and globally oriented university with a strong commitment to academic innovation, student success, engaged and service learning, diversity, and sustainability. ABOUT THE POSITION: The Financial Aid Counselor provides service and guidance to prospective, new and current students, and their families throughout the financial aid application process; determines eligibility within the parameters of institutional, state and federal requirements. Exercises independent judgement in the administration of operational details of the financial aid process. Maintains knowledge of policies of other departments (registrar, student accounts, housing, athletics, study abroad, etc.) and understands the impact of them on a student's financial eligibility. Helps to coordinate athletic, graduate, and study abroad programs with the students' financial aid. Assists other Financial Aid coordinators in the administration of federal, state, and private financial aid programs. This includes conducting verification, reviewing SAP Appeals, calculating Return to Title IV, conducting Professional Judgement reviews, and resolving issues between the university's system, and the State and Federal Department aid programs. Utilizes conflict resolution skills to help students and parents to understand challenges and identify solutions. Maintains student confidentiality in accordance with FERPA regulations. RESPONSIBILITIES: Financial Aid Counseling/Outreach Responsibilities * Provide advising throughout the financial aid process to prospective, new and current students and their families. * Must have a thorough knowledge of available types of financial aid, scholarships and general student eligibility criteria. * Exercise good judgement in the administration of operational details of the financial aid process including but not limited to: - Verification: Reviews incoming financial aid applications and any supporting documentation needed to determine the accuracy of the financial and household information reported on the FAFSA. This requires knowledge of not only federal financial aid regulations but IRS tax laws and how they relate to federal financial aid. - Complete assigned duties with a high degree of accuracy to ensure compliance while experiencing multiple interruptions. - Exercise great attention to detail when completing assignments as error in judgement or calculations could result in unintended consequences for the student and/or the institution such as under or over funding of a student, loss of student eligibility, audit findings, fines, damage to school's reputation or loss of institutional eligibility. - Professional Judgement- Reviews and makes decisions on Satisfactory Academic Progress Appeals and special circumstances appeals. Updates the student ISIR data with approved changes. Has the authority to recalculate and make changes to financial aid awards when student's eligibility changes. - Reviews subsequent ISIRs received after initial ISIR to determine if we need to request additional information and re-process. - Reviews C Flags on ISIRs. - Review applications (FAFSA and CADAA) and awards students federal, state, and institutional aid - Maintains knowledge of policies of other departments (registrar, student accounts, housing, athletics, study abroad, etc.) and understands the impact of them on a student's financial eligibility. - Utilizes conflict resolution skills to help students and parents to understand challenges and identify solutions. - Maintains student confidentiality in accordance with FERPA regulations. -Perform need assessment and examine verification documents to ensure compliance with Federal and State awarding regulations. - Maintain knowledge base and understanding of all regulations and policies to the administration of Federal, State, and Institutional aid programs. - Assists in conducting Financial Aid presentations and various workshops on and off campus. - Responds to student emails, works in the enrollment information center, and answers student phone calls. - Awards and coordinates athletic, graduate, and study abroad programs. - Assists with Return to Title IV calculations. - Participates in state, regional, and national professional development activities to ensure a complete understanding of federal and state regulations and remain current on changes to the Federal and State aid programs. Other duties as assigned by the Director and Associate Director of Financial Aid REQUIREMENTS: * Ability to quickly grasp Federal, State, and Institutional Regulations * Ability to understand FERPA and maintain confidentiality * Excellent oral and written communication skills * Ability to conduct financial aid workshops/presentations as needed * Maintain a professional demeanor and empathize with students * Ability to work independently in scheduling opportunities continuing training * Attends workshops sponsored by the Department of Education and State affiliates * Proficient in MS Excel, MS Word, MS PowerPoint MINIMUM QUALIFICATIONS: Experience: Equivalent of one year of experience in professional Student Services work at the entry trainee level. Equivalent amounts of graduate level job-related education may be substituted for the required experience. Education: Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration, or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis. PREFERRED SKILLS AND KNOWLEDGE: * Experience with PeopleSoft Student Information System * Experience with CampusLogic * Proficiency in another modern language * Experience in Financial Aid Administration * Customer Service Experience with the ability to provide advice and guidance on difficult issues/regulations HOW TO APPLY: In addition to the standard Cal State East Bay application, please submit a: 1. Cover letter 2. Resume 3. List of three (3) or more professional references Resumes alone will not be accepted in lieu of a completed online application. To apply on-line, please go to www.csueastbay.edu/jobs. If you are a first time user, you must register, create a user ID and password, fill in your basic information, save and click on the position you are interested in, click on the "Apply Now" button to begin the online application. This position will remain open until filled and may close without further notice. Applicants will receive a confirmation of receipt via automatic email reply regarding their application materials. In addition, all applicants who were not selected will receive email notification at the conclusion of the recruitment process. Please be patient as this process may take several weeks. CONDITION(S) OF EMPLOYMENT: Satisfactory completion of a background check that may include, but is not limited to: criminal records check, verification of academic credentials, licenses, certificates, credit history, professional references and/or verification of work history is required for employment. Cal State East Bay will issue a conditional offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Unsatisfactory results may also affect the continued employment of current Cal State East Bay employees who were conditionally offered the position. All background checks are conducted through the university's third party vendor, Accurate. OTHER INFORMATION: All California State University campuses, including Cal State East Bay, are smoke and tobacco-free. For more information, please visit our website at http://www.csueastbay.edu/smokeandtobaccofree/ In compliance with state and federal crime awareness and campus security legislation, including The Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act, the Cal State East Bay Annual Campus Security Report is available at: http://www.csueastbay.edu/upd/safety-and-security-reports.html MANDATED REPORTER: The incumbent in this position may be considered a mandated reporter under the California Child Abuse and Neglect Reporting Act and will be required to comply with requirements set forth in the CSU Executive Order 1083 as a condition of employment. SPONSORSHIP: Cal State East Bay is not a sponsoring agency for Staff or Management positions. EEO STATEMENT: As an Equal Opportunity Employer, Cal State East Bay does not discriminate on the basis of any protected categories: age, ancestry, citizenship, color, disability, gender, immigration status, marital status, national origin, race, religion, sexual orientation, or veteran's status. The University is committed to the principles of diversity in employment and to creating a stimulating learning environment for its diverse student body. Closing Date/Time: Open until filled