Financial Analyst Planned Giving - UC Office of the President at Another Source in Oakland, California

Job Description:

Another Source’s client, UC Office of the President, is recruiting a Planned Giving Financial Analyst to join their team in Oakland, CA. This is a hybrid position requiring two days a week onsite.  

Here’s a little about UC Office of the President and the position they are recruiting for:  

The University of California, one of the largest and most acclaimed institutions of higher learning in the world, is dedicated to excellence in teaching, research and public service. The University of California Office of the President is the headquarters to the 10 campuses, six academic medical centers and three national laboratories and enrolls premier students from California, the nation and the world. Learn more about the UC Office of the President  

Department Overview 
UC Controller provides strategic leadership and support of systemwide financial functions including corporate accounting, federal and extramural costing policy, benefit plan accounting, endowment and investment accounting, payroll policy and compliance and taxation. We deliver efficient and effective financial services, provide best practices and guidance to our campus and medical center communities, develop and administer systemwide policies and procedures, and ensure the University’s financial systems are compliant with all University, State and Federal laws, rules and regulations. 
 

What’s in it for you:   

UC Office of the President offers a comprehensive compensation and benefit package. The anticipated annual base salary range for this position is $120,000 - $136,700, commensurate with experience. 

About the Role: 

UCOP is looking for an experienced professional in Charitable Planned Giving who must be able to apply organizational practices/procedures to resolve complex assignments, where analysis of data requires a review of a variety of factors and multiple sources. This Planned Giving Financial Analyst coordinates with many departments and all UC campus planned giving departments to ensure that UCOP's planned giving program is following all financial reporting requirements and complying with all policies and standards. Must possess good judgment and diplomacy when handling confidential and sensitive information.  

Responsibilities:  

65% Planned giving administration, financial analysis and reporting:  

• Provide professional oversight, on behalf of The Regents as Trustee, for fiduciary responsibilities of The University’s charitable planned giving program throughout the fiscal year.  

• Review draft tax filings and reconcile to independent data sources to provide accurate tax information to the planned giving beneficiaries by filing target and due dates.  

• Monitor trust investment allocations and cash positions of charity trusts across many UC campuses  

• Review and approve monthly asset trading with the administration vendor to remain in compliance with The Regents’ Investment Policy Statement for the planned giving trusts.  

• Serve as readily available resource to campus development and financial staff for issues regarding new, current, and terminating planned gifts. • Prepare liability and market value data reports, segregated by campus and gift fund type, for the UC Annual Financial Report. Create and prepare reports for campus use in developing and cultivating UC donors   

15% University Advancement support and coordination:  

• Prepare or review and submit required Charitable Gift Annuity (CGA) filing requirements per State Statutes where UC has a presence.  

• Serves as a liaison within Office of the President, UC campuses and foundation, and The Regents administration vendor on donor relations items, including complex gift issues.  

• Prepare annual Pooled Income Fund and Gift Annuity reports distributed to UC campuses and PIF beneficiaries per California Probate Code requirements.   

10% Legal counsel coordination:  

• Coordinate all planned giving issues with University legal counsel, such as adherence to the California Probate Code  

• Monitor University External Trusts with University legal counsel and coordinate annual liability calculations on 60+ Charitable Remainder Trusts (CRTs)   

5% Coordination with UC Investments:  

• Coordinate with UC Investments for periodic review of asset allocation for Regents planned giving trusts’ underlying investment pools.  

• Obtain long term rates of return of investment strategies, for calculating fiscal year-end liability factors.  

• Work with UC Investments for investment reporting and efficiencies to accurately monitor planned giving investment pools managed by UC Investments   

5% Other:  

• Remain current on planned giving issues and the marketplace and present industry updates to University stakeholders  

• Manage special projects assigned that require a high degree of initiative and excellent judgment  

• Perform other duties as assigned   

Required Qualifications: 

• Minimum 7 years relevant experience in planned giving program administration and gift processing 

• Bachelor's degree and 7 years of relevant experience or combination of education and relevant experience 

• Ability to extract, verify, and compile information from multiple sources to complete work assignments.  

• Advanced ability to effectively present complex finance related information verbally and in writing.  

Another Source works with their clients, on a retained project basis.  We are committed to building inclusive candidate pools as we partner with hiring teams. Veterans, women, people of color, LGBTQIA+, and people with disabilities are encouraged to apply. As you read through the job posting and review the list of qualifications (required and/or preferred), please do not self-select out if you feel you do not meet every qualification. No one is 100% qualified. We encourage you to apply and share your story with us.