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GENERAL SUMMARY OF POSITION:

Reporting to the Vice Chancellor for Advancement, the Senior Director of Advancement Administration & Finance serves as the lead administrative officer for a fast-paced, high-functioning Advancement department that raises $50 million annually from a variety of constituency groups.  This position is a member of the senior management team in the Advancement Office and is responsible for leading administrative and financial operations, human resources, information technology, donor records, and gift entry.  Working under the guidance of the Vice Chancellor for Advancement, this position oversees budget development, departmental financial planning and management, gift accounting and records, business analysis, compliance, personnel administration, procurement, and space and property management.

MAJOR RESPONSIBILITIES:

• Provide direct financial oversight and administrative management of a 25-person Advancement Office within UMass Chan Medical School that raises at least $50 million annually from individuals, corporations and foundations across the globe.
• Manage a team that includes an Associate Director, Manager-Gift Processing & Data Analysis and a Database Analyst. Establish annual performance goals for staff and conduct regular performance evaluations.
• Serve as a member of the Advancement Senior Leadership Team.
• Work collaboratively to implement the vision and strategic plan/goals of the Advancement Office with Individual Giving, Corporations and Foundations Relations, Annual Giving, Alumni Relations, Communications and Donor Relations.
• Working closely with the Database Analyst and representatives from the UMass Foundation, manage the offices implementation to a new Advancement CRM.
• Develop and administer the budget for the Advancement Office
• Manage all aspects of human resources, including the onboarding and exit process for staff. Analyze, recommend, and implement appropriate plans for recruitment, professional development, performance planning and evaluation.  Serve as departmental liaison to the UMass Chan Department of Human Resources and other organizations, as appropriate 
• Serve as liaison to UMass Chans Office of Financial Services and Grants and Contracts Administration.
• Interact regularly with the UMass Foundation and the UMass Presidents Office with regards to trustee reporting, endowment, ad hoc reporting and database/software implementation and maintenance.
• Direct the procurement of office services, supplies and equipment. Administer procurement and property management functions and oversee the preparation of contracts, reports and supporting documentation. Administer property management inventories.
• Interact, as needed, with university donors and friends displaying the highest standards of fiscal responsibility, data integrity and customer service
• Oversee facilities planning and utilization, ensuring resources are appropriate and available to support the advancement program. Recommend and implement plans for the use of space, facilities and resources.
• Provide management oversight of gift processing and financial and technical aspects of the function, and provide direction to establish priorities, policies, procedures and service requirements.
• Ensure the accuracy, integrity and timely maintenance of all donor and gift records in accordance with institutional polices, IRS regulations and industry best practices.
• Serve on university task forces, advisory committees, and councils as needed
• Perform other duties as assigned.

REQUIRED QUALIFICATIONS:

• Bachelors degree required, masters degree preferred
• 10+ years of advancement or related experience, including successful management experience
• Knowledge of non-profit fundraising, preferably in a highly complex environment within a large medical or higher education organization
• Proven ability to manage people and projects including ability to supervise and delegate
• Experience with developing and managing budgets
• Ability to work well under pressure and in a fast-paced setting
• Demonstrated experience with Advancement CRMs. Salesforce and Peoplesoft experience a plus.
• Well-developed capabilities in conceptualization, problem solving, attention to detail and task completion
• Demonstrated ability to recruit, supervise, mentor, and develop staff
• Understanding of the need for confidentiality
• Capacity to interact with a wide variety of constituencies, both internal and external
• Exhibited strong interpersonal, verbal and written communication skills, along with the ability to exercise sound judgment
• Competence to negotiate with diplomacy and tact
• Ability to handle multiple tasks in a timely, efficient, manner
• Results-oriented, team player
• Flexibility to work some nights and weekends, as required, in support of Advancement activities
• Fluency with Microsoft Word, Excel, PowerPoint, Outlook, and Teams

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