Foundation Financial & Operations Analyst

Job description

Present Position Number:


Role Code Title:

Financial Specialist II

Position Title:

Foundation Financial & Operations Analyst

Position Summary:

The William & Mary Business School Foundation (Foundation) supports the Raymond A Mason School of Business at William & Mary (School) through solicitation and receiving gifts on behalf of the School.

The Foundation Financial & Operations Analyst reports to the Chief Executive Officer of the W&M Business School Foundation. The Director has responsibility for management and oversight of Foundation systems and business processes (excluding financial processes), designing and overseeing systems for data entry and gift processing. This also includes the recording, reconciling, and auditing of donor-related transactions of the Foundation. This position is also responsible for supporting the Foundation’s Controller in assigned accounting tasks related to the Foundation and to the Mason School. The Foundation’s Controller will direct and evaluate the performance of this position for accounting related tasks.

Required Qualifications:

•Bachelor’s degree in accounting or business management or an equivalent combination of education and experience.
•Advanced working knowledge and technical skills in Microsoft Office, including Word, Excel, Access and Outlook.
•The incumbent must be mathematically accurate, proficient, organized, work independently and work well under pressure.
•Have the ability to adhere to established guidelines and deadlines.

Preferred Qualifications:

•Master’s degree, preferably an MBA
•Experience in higher education
•Experience in nonprofit fund accounting
•Working knowledge of Blackbaud’s Financial Edge and Raiser’s Edge, Crystal Reports and Banner software
•Working knowledge of Vendor and Employment Contracts

Advertised Pay Range:

Up to $79,142 commensurate with experience


3LA000 Development/Alumni Foundation


William & Mary

University Salary Range


Job Open Date:


Review Begin Date:


Open Until Filled:


Employment Category:

Full Time Operational

Position Term:


Conditions of Employment::

Additional hours may be required to include, but are not limited to, the audit of the financials and the preparation of tax forms.

This is a restricted position subject to availability of funding.

EEO Statement:

William & Mary values diversity and invites applications from underrepresented groups who will enrich the research, teaching and service missions of the university. The university is an Equal Opportunity/Affirmative Action employer and encourages applications from women, minorities, protected veterans, and individuals with disabilities.

Background Check Statement:

William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check.

Benefits Summary Statement:

William & Mary offers our employees a full array of benefits including retirement, health insurance with options for expanded dental and vision along with group and optional life insurance with coverage for spouse and children, flexible spending accounts, and an EAP (Employee Assistance Program).

Our employees enjoy additional university benefits such as educational assistance, professional development, wellness benefits, and a robust holiday schedule. All employees have access to fitness facilities on campus. Staff members also have access to the university libraries, and much more. To learn more, go to:




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Job No:
Posted: 1/23/2021
Application Due: 2/10/2021
Work Type: Full Time