The University of Montana Foundation

BASIC FUNCTION AND RESPONSIBILITY:

The Business/Data Analyst is responsible for driving innovative technical solutions and providing high-level data and trend analysis that supports the Foundation’s business objectives and fundraising goals. This includes defining functional and technical requirements, leading and implementing business process improvements, managing projects throughout their lifecycle, and analyzing complex datasets to create actionable results and recommendations.

The Business/Data Analyst will also serve as project lead on the implementation of a new CRM system for the Foundation.

DUTIES and Responsibilities: 

· Performs several functions critical to the Foundation information systems at an advanced level and has significant experience with major Foundation systems.

· Define project requirements by identifying user requirements, project milestones, phases, and elements; form project teams; establish a project budget.

· Project planning, tracking, management, and support, including time estimation, project updates, and time tracking.

· Work with user representatives/stakeholders to develop functional requirements that include use cases and business process models.

· Analyze and create graphical representations (Data Flow Diagrams) of the flow of data through the system, modeling its process aspects.

· Evaluate, test and recommend new opportunities for enhancing software and processes.

· Identify inefficient data and technology processes and lead efforts to improve them.

· Consult with colleagues across the Foundation to design and implement reporting solutions that facilitate business processes and anticipate future needs.

· Partner with the programming team to facilitate the implementation of product functionality by overseeing training sessions, demonstrations and clarifications.

· Lead internal data analysis projects and the development of interactive reports and dashboards.

· Segment and organize complex data for the purposes of gaining insight into the correlation between alumni, prospect and donor attributes and positive business outcomes.

· Serve as an active strategic advisor to senior management to enable them to gain a deeper understanding of analyses available to them and guide decision making.

· Work within the Foundation analytics group to gain new insights from data through predictive modeling and data visualization tools. 

DESIRED QUALIFICATIONS: 

· Associate’s degree or equivalent

· Three to five years relevant work experience

· Hands-on experience as a business, systems or data analyst

· Project management experience

· Proven experience in requirements gathering, process design and documentation

· Experience and knowledge of change management principles, methodologies and tools

· Fundamental analytical and conceptual thinking skills

· Supervisory experience

· Understanding of relational database design

· Experience with business intelligence and/or data visualization tools (e.g., MS SQL Reporting Services, Excel Power BI, Logi Analytics, Advizor, Crystal Reports) 

The position at certain times may not include all of the duties listed nor do the listed examples include all tasks which may be found in the position.

As part of a comprehensive major gift development effort, the University of Montana is building a Regional Major Gift Officer (MGO) team that will consist of a Senior Director and 1-2 Regional MGO’s to enhance and augment the work of 12 development officers currently assigned to our schools and units. The MGO team will be donor-centric and raise funds for all units across the campus in a collaborative manner.

BASIC FUNCTION AND RESPONSIBILITY:

The Regional Major Gift Officer is expected to secure gifts of $25,000 or more, while working through an assigned portfolio of prospects from various schools and units across the university. The MGO will be assigned prospects in specified regions both in and outside of Montana and will become the acknowledged expert in UMF development efforts and capability in their respective regions. Evaluation of effectiveness will be based on mutually approved operating plans and metrics. It is expected that the MGO travels to see prospects at least five working days per month. 

DUTIES and Responsibilities: 

· Manages a portfolio of 125 – 150 prospects

· Qualifies, cultivates, solicits and stewards prospects and donors with the capability of giving $25,000 or more over a 3 to 5-year period

· Solicit gifts through personal visits, follow up telephone calls and coordinated written correspondence

· Collaborate with school and unit development officers, faculty and administrators on fundraising strategies

· Maintain accurate, timely records and contact reports on the database of record to facilitate repeated gifts and establish lifetime philanthropic partnerships

· Provide fundraising support and logistics for senior university leadership

· Track metrics for accountability and evaluation

DESIRED QUALIFICATIONS: 

· 4 years of professional experience in fundraising, sales, marketing or a related field or 2 years of higher education development or related field

· Demonstrated experience in securing gifts, particularly five- and six figure gifts, through personal solicitation

· Working knowledge of charitable giving tax law

· Availability for frequent travel within and outside of the state of Montana, as well as evening and weekend work

· Deep appreciation for the mission and aspirations of the University of Montana and the University of Montana Foundation

· Excellent written and verbal communication skills

· Personal attributes: Honesty, integrity, persistence, enthusiasm, team player, commitment, attention to detail, curiosity and self-awareness

The position at certain times may not include all of the duties listed nor do the listed examples include all tasks which may be found in the position.

BASIC FUNCTION AND RESPONSIBILITY: 

The Finance and Operations Coordinator coordinates multiple functions related to the processing and administration of accounting, human resources and office tasks. 

DUTIES AND RESPONSIBILITIES:

Accounting/Finance Functions:

· Assists the Chief Finance and Operations Officer (“CFOO”) and Controller in the coordination of:

o Scheduling routine meetings of the Investment  and Audit/Finance Committees

o Information to Investment and Audit/Finance Committees

· Drafts meeting minutes for Investment and Audit/Finance Committee meetings

· Gathers and compiles information to assist the CFOO in responding to questions and requests, and preparing for meetings

· Prepares purchase orders and travel reimbursements on behalf of the department

· Prepares, reviews and proofs general correspondence

Human Resources Functions:

· Assists the Director of Human Resources, in the coordination of:

o Staff events and trainings including: reserving venues and meeting rooms, food and beverage, sending invitations, print materials and decorations, arranging for technology/ AV equipment, and communication with vendors

o Recruitment and selection process including: contacting candidates, reserving meeting rooms and parking, creating interview agendas, and sending Outlook calendar invitations and interview materials

o Scheduling onboarding meetings and training for newly hired employees

o Managing our student workforce, including maintaining schedules, updating the student roster and communicating with the student supervisors

o Human Resource projects throughout the year

o Creation of and maintenance of personnel files

o Assembly of new hire paperwork and orientation materials

o Preparing and scheduling of annual benefits statements 

· Prepares purchase orders and travel reimbursements on behalf of the department

Administration Functions:

· Provides backup and support to other administrative support staff and coverage at the reception desk

· Processes the daily mail with the Receptionist

DESIRED QUALIFICATIONS

We seek a candidate who exhibits a high degree of professionalism and customer service skills, along with the ability work collaboratively and independently depending on the needs of the project. 

· Excellent oral and written communication skills, including diplomacy required to function effectively in a dynamic and interdependent team environment

· Knowledge of basic Human Resource law and/or willingness to learn and update regularly

· Ability to work with highly sensitive, confidential information; skill to maintain confidentiality

· Knowledge of office practices, procedures, and protocol

· Proficient skill in the use of Microsoft Office software and database management programs

· Excellent administrative and office management skills

· Ability to prioritize work and successfully meet deadlines in a demanding and diverse work environment

· Accuracy and attention to detail

· Three years related experience in a professional office setting

· Associate’s degree

PREFERRED QUALIFICATIONS: 

· Bachelor’s degree 

· Working knowledge of fundraising, donor relations, and public relations concepts

· Work experience in a college or university setting

· Three to five years of related administrative experience

The position at certain times may not include all of the duties listed nor do the listed examples include all tasks which may be found in the position.

BASIC FUNCTION AND RESPONSIBILITY: 

  The Senior Director of Development (“Senior Director”) works in collaboration with the Dean of the College of Humanities and Sciences to set the strategic direction for the college’s development programs, executing on activities that ensure growing and sustainable private support. 

 The Senior Director works independently but reports to the Vice President of Development, working in close collaboration with the College of Humanities and Sciences dean, faculty and staff; other constituent directors of development; and several Foundation teams, including Prospect Research and Management, Marketing and Communications, Stewardship, Gift Planning, and Gift and Fund Administration. The Senior Director serves as a staff liaison to the college’s volunteer development committee.

 Duties and Responsibilities:

· Manages a portfolio of major gift prospective donors ($25,000+) with a focus on individuals and entities with a giving potential of $100,000 or more

· Develops a pool of individual, corporate and foundation prospects associated with each of the college fundraising priorities

· Develops and implements a cultivation and solicitation strategy for each assigned major gift prospective donor; maintains documented strategies for top tier prospects and meets established expectations for documentation of development activities

· Completes strategic personal visits with prospective major gift donors to advance relationships toward major gift commitments

· Develops and presents major gift proposals 

· Prepares written proposals, informational materials, endowment agreements, gift illustrations and other materials needed to secure major gifts

· In collaboration with the stewardship team, develops appropriate stewardship activities for each major donor

· Records and tracks all activity using the Foundation’s prospect management system

· Coordinates the participation of the dean, department chairs, faculty and campus leaders in fundraising activities

· As appropriate, identify, recruit, train, and develop leadership roles for volunteers who assist with major gift fundraising activities

· Builds productive working relationships and collaborative strategies for prospects with multiple interests across campus; works with Foundation, campus and volunteer partners to maximize identification, qualification, cultivation, and stewardship opportunities; participates in portfolio review meetings and other strategy development sessions

Desired Qualifications:

The successful candidate will be an experienced and passionate development professional who shares a commitment to the mission and values of the Foundation. We seek a candidate who excels in relationship building, possesses a high level of self-motivation and is team oriented. Other qualifications include:

· Ability to create and implement effective fundraising strategies that align with the University’s mission and priorities

· Proven success in cultivating, soliciting and closing philanthropic gifts with individuals, foundations and/or corporations

· Strong interpersonal skills and customer service skills employed to build trust with colleagues, volunteers, donors and others

· Poised, professional manner with the ability to express oneself clearly in all forms of communications

· Intrinsically motivated; recognizes and seizes opportunities

· Ability to make decisions in ambiguous situations, exercise good judgment based on information and analysis in a fast-pace, dynamic, deadline-driven environment in an organized and professional manner

· Ability to work independently, problem solve, take initiative, set priorities and handle multiple projects efficiently and effectively

· Demonstrated ability to maintain confidences and protect confidential information

· Proven skills with Microsoft Office applications including Word, Excel, Outlook, and PowerPoint and other applications, programs and databases, with a willingness to learn new technologies

· Six or more years of development experience with a working knowledge of the principles and practices of major gift fundraising, with at least three years fundraising experience in a higher education setting or similarly complex organization

· Bachelor’s degree from an accredited university

· Supervisory experience preferred

The position description may not include all the duties listed nor do the listed examples include all tasks which may be found in the position.

 This position is expected to be 20 hours a week, with some flexibility to determine the specific days and hours that fit best for the individual and the Foundation. 

BASIC FUNCTION AND RESPONSIBILITY: 

The Accounts Payable Coordinator organizes, compiles, processes and maintains accounts payable records for the Finance and Operations department.  

DUTIES AND RESPONSIBILITIES: 

· Handle payments in an organized and timely manner

· Resolve purchase order, check request, contract, invoice, or payment discrepancies and documentation

· Issue stop payments

· Verify approval on all invoices and check request 

· Code invoices 

· Verify that expenses are in line with donor intentions

· Prepare and process checks 

· Update and maintain vendor database 

· Process and enter 50-100 invoices per week 

· Secure W-9 and direct deposit information for new vendors

· Protect organization’s value by keeping information confidential

· Maintain account payable files 

· Maintain internal database of approved document and check signers

· Prepare 1099’s 

· Prepare purchase orders and travel reimbursements on behalf of the department

DESIRED QUALIFICATIONS:

The successful candidate will be an excellent quantitative, analytical, and critical thinker. We seek a candidate who has a high degree of accuracy and attention to detail. 

· Excellent oral and written communication skills, including diplomacy required to function effectively in a dynamic and interdependent team environment

· High degree of professionalism and customer service skills

· Ability to work with highly sensitive and confidential information

· Ability to process and follow-up on rush items

· Proficient skill in the use of Microsoft Office software and database management programs

· Ability to work collaboratively and independently depending on the needs of the project 

· Ability to prioritize work and successfully meet deadlines in a demanding and diverse work environment

· Accuracy and attention to detail

MINIMUM QUALIFICATIONS: 

· Understanding of basic bookkeeping and accounting payable principles

· Data entry skills along with a knack for numbers

· Hands-on experience with spreadsheets 

PREFERRED QUALIFICATIONS: 

· Understanding of basic bookkeeping and accounting payable principles

· Three to five years of related experience

BASIC FUNCTION AND RESPONSIBILITY: 

The Director of Development (“Director”) works in collaboration with the Dean of the W.A. Franke College of Forestry and Conservation to set the strategic direction for the college and student success development programs, executing on activities that ensure growing and sustainable private support. 

 The Director works independently but reports to the Vice President of Development, working in close collaboration with the W.A. Franke College of Forestry and Conservation dean, faculty and staff; other constituent directors of development; and several Foundation teams, including Prospect Research and Management, Marketing and Communications, Stewardship, Gift Planning, and Gift and Fund Administration. The Director serves as a staff liaison to the College’s volunteer development committee.

DUTIES AND RESPONSIBILITIES

· Manages a portfolio of major gift prospective donors ($25,000+) with a focus on individuals and entities with a giving potential of $100,000 or more

· Develops a pool of individual, corporate and foundation prospects associated with each of the college fundraising priorities

· Meets established Director of Development performance metrics and expectations for face-to-face visits, delivery of proposals progress toward annual fundraising pipeline

· Develops and implements a cultivation and solicitation strategy for each assigned major gift prospective donor; maintains documented strategies for top tier prospects and meets established expectations for documentation of development activities

· Completes strategic personal visits with prospective major gift donors to advance relationships toward major gift commitments

· Develops and presents major gift proposals 

· Prepares written proposals, informational materials, endowment agreements, gift illustrations and other materials needed to secure major gifts

· In collaboration with the stewardship team, develops appropriate stewardship activities for each major donor

· Records and tracks all activity using the Foundation’s prospect management system

· Coordinates the participation of the dean, department chairs, faculty and campus leaders in fundraising activities

· As appropriate, identify, recruit, train, and develop leadership roles for volunteers who assist with major gift fundraising activities

· Builds productive working relationships and collaborative strategies for prospects with multiple interests across campus; works with Foundation, campus and volunteer partners to maximize identification, qualification, cultivation, and stewardship opportunities; participates in portfolio review meetings and other strategy development sessions

· Demonstrates leadership within the Foundation with their action and words

DESIRED QUALIFICATIONS

The successful candidate will be an experienced and passionate development professional who shares a commitment to the mission and values of the Foundation. We seek a candidate who excels in relationship building, possesses a high level of self-motivation and is team oriented. Other qualifications include:

· Ability to create and implement effective fundraising strategies that align with the University’s mission and priorities

· Proven success in cultivating, soliciting and closing philanthropic gifts with individuals, foundations and/or corporations

· Strong interpersonal skills and customer service skills employed to build trust with colleagues, volunteers, donors and others

· Poised, professional manner with the ability to express oneself clearly in all forms of communications

· Intrinsically motivated; recognizes and seizes opportunities

· Ability to make decisions in ambiguous situations, exercise good judgment based on information and analysis in a fast-pace, dynamic, deadline-driven environment in an organized and professional manner

· Ability to work independently, problem solve, take initiative, set priorities and handle multiple projects efficiently and effectively

· Demonstrated ability to maintain confidences and protect confidential information

· Two or more years of development experience with a working knowledge of the principles and practices of major gift fundraising, preferably in higher education

· Bachelors’ degree from an accredited university