Oversee the financial administration and reporting for assets totaling approximately $140 million, including 25 supporting foundations, several hundred split interest agreements (charitable remainder trusts, charitable gift annuities), endowment funds, day school funds and community trusts. Manage both internal staff and outside resources to ensure that transactions are properly recorded, invested and reported in accordance with the terms of donor agreements, various governmental/agency requirements and generally accepted accounting principles.

Position reports directly to the Vice President of Planned Giving & Endowments. Collaborate with to the Assistant Controller of UJA-Federation.

Primary Responsibilities:

• Manage all financial aspects of the Planned Giving Department (PG&E), including maintenance of database software information and coordination of financial information flow.
• Oversee distribution of payments and tax information to annuity beneficiaries.
• Review and/or prepare journal entries, cash flow analyses and financial statements for all PG&E related activities.
• Oversee preparation of all tax and regulatory filings (federal, state and local, as well as NY State Insurance Dept.)
• Maintain, develop and implement departmental policies and procedures to conform to UJA-Federation policies, regulatory requirements and generally accepted accounting principles (GAAP).
• Communicate with donors, financial institutions and departments within UJA-Federation on a wide range of financial topics relating to planned giving.
• Special projects, as required.
• Manage Senior Accountant.

Competencies/Skills:

• Excellent interpersonal and communications skills, both verbal and written.
• Strong accounting skills and working knowledge of GAAP. Prior not-for-profit accounting experience and familiarity with split interest agreements a major plus.
• Excellent working knowledge of Excel, Word and Access. Demonstrated ability to work with specific applications software such as accounting/general ledger, fundraising and planned gift administration.

Experience/Education:

• Bachelor’s degree in accounting, CPA is highly desired.
• 6-8 years of accounting experience in a large corporate and/or not-for-profit environment, including a minimum of 2-3 years in public accounting.
• Prior supervisory experience preferred.

Salary Information:

The salary range for this role is $115,000 - $120,000; commensurate with experience and qualifications listed above. #CB