Associate Vice President for Operations (Administrator III)/University Advancement California State University, San Bernardino
Employment Status: Full-time, At-Will, 'Exempt' position, included in the Management Personnel Plan (MPP).
Work Schedule: Generally, Monday through Friday, 8:00 a.m. to 5:00 p.m. Some evenings and weekends as needed.
First Review Deadline: This position will remain open until filled. Applications will be reviewed beginning January 9, 2020.
Required Application Materials: All applicants must submit 1). Letter of interest or cover letter, 2). Current resume or curriculum vitae, 3). Three professional references who can provide assessments of your professional experience, accomplishments and prospects for success in this position, and 4). Diversity Statement - may include your interpretation of diversity, inclusion, gender equity and must include specific examples of how your educational and/or professional experiences, background/philosophy has prepared you for this role at California State University, San Bernardino (maximum 250 words).
The Position:CSUSB invites applications to fill the position of Associate Vice President (AVP) for Advancement Operations. This is a senior member of the Advancement team and reports directly to the Vice President for University Advancement. The AVP for Operations oversees the day-to-day operations for University Advancement and serves as Secretary of the CSUSB Philanthropic Foundation. The AVP for Operations is also responsible for developing, coordinating and monitoring an integrated strategic plan for University Advancement and providing broad strategic direction for the Foundation, including developing and executing the Foundation's annual work plan. The AVP for Operations interfaces with key external parties for the successful operation of University Advancement and the Foundation.
The Department: University Advancement provides an integrated program model of outreach that fosters strong relationships with internal and external constituents, garnering the support necessary to fulfill the University's mission and accomplish its strategic goals. University Advancement's mission is to enhance the University's reputation, develop and sustain a clear niche with prospective students and alumni, help build and strengthen its philanthropic resources, and expand its network and influence through strategic communications and engagement of internal and external stakeholders. The University Advancement division has broad responsibilities, including - Alumni Relations, Advancement Services, Strategic Communications, Government and Community Relations, Tribal Relations and University Development.
The CSUSB Philanthropic Foundation is CSUSB's philanthropic non-profit organization that raises and manages gifts from individuals, foundations and corporations solely for the benefit of CSUSB. The Foundation is governed by a 43-member board, which is comprised of business and civic leaders who share their exceptional expertise on a vast range of topics, from investment management to government relations. They advocate on behalf of the University and help raise funds to support scholarships and facilities, as well as an array of exciting programs that help create promising futures for students. Established in 2011, the Foundation is the catalyst and conduit through which gifts and endowment income flow. We engage with alumni, parents, friends and businesses to secure and deepen support for CSUSB State. The Foundation has an endowment valued at over $40 million with a revenue flow of $9.3 million.
The University: CSUSB is a preeminent center of intellectual and cultural activity in Inland Southern California. Set at the foothills of the beautiful San Bernardino Mountains, the university serves more than 20,000 students each year and graduates about 4,000 students annually. CSUSB reflects the dynamic diversity of the region and has the most diverse student population of any university in the Inland Empire, and it has the second highest African American and Hispanic enrollments of all public universities in California. Seventy percent of those who graduate are the first in their families to do so. For more information on the campus, please visit the CSUSB website.
Typical Activities Below are the essential functions. Duties may include, but are not limited to the following:
University Advancement: The AVP for Operations serves on the University Advancement senior leadership team and assumes lead responsibility for the following functions:
Manage the day-to-day operations for University Advancement.
Oversee the development and implementation of a detailed Advancement budget consistent with university policies and practices. Hold budget meetings, as needed, with other Advancement senior management. Interface with University CFO to ensure budget is integrated into University plan.
Manage University Advancement human resource operations consistent with budget, and university policies and practices. Provide strategic direction and advice to Advancement senior management in matters dealing with personnel. Ensure that University procedures are followed.
Oversee the Advancement Services operations, which include donor database management; reporting; gift and biographical records management; and gift processing and accounting in accordance with the Internal Revenue Service (IRS), the Council for the Advancement and Support of Education (CASE), the Financial Accounting Standards Board (FASB)/the Governmental Accounting Standards Board (GASB). This position will also oversee donor relations and prospect research functions.
Manage the development, implementation and tracking of University Advancement strategic plan. Work with senior management team to develop long and short-range objectives. Develop measurements and tactics to achieve goals. Monitor progress towards goals on a regular basis.
Interface with internal departments and the California State University System (CSU) on behalf of University Advancement. Serve as University Advancement's liaison for CSU reporting, including the VSE survey, NCSE survey, campus plan, CASE-IRF survey, risk assessment surveys and various miscellaneous CSU reports.
Oversee and manage a team of seven employees, providing direct supervision to the Director of Donor Relations and the Director of Advancement Services.
Act on behalf of the Vice President for University Advancement in his/her absence.
Serve on University task forces and advisory committees, as needed.
CSUSB Philanthropic Foundation: Serve as Executive Director and Secretary of the Foundation, responsible for the following functions:
Develop and implement an infrastructure plan for the Foundation to accommodate financial and programmatic growth. This includes developing and implementing a plan to provide adequate staff support for Foundation operations. Manage the work of the Advancement staff that provide support to the Foundation.
Oversee the development and implementation of a detailed Foundation budget consistent with university policies and practices. Present budget to the Board for approval. Track and monitor expenditures to ensure compliance with board-approved budget.
Update/revise Foundation policies, in accordance with CSU and University policies. Update operating agreements between the Foundation and the CSU and Foundation and the University.
In conjunction with University President, Vice President Advancement, and Development staff, develop and manage a foundation board of directors. Plan regular and annual meetings of the Board. Directly staff the Foundation's Executive Committee, Investment Committee and Audit Committee. Utilize expertise and resources of foundation board to achieve University goals.
Manage external relationships: 1) Select and manage external auditors. Ensure that timely audited financial reports are made to the Board and corrective actions taken, when necessary. Work with auditors on completing the Foundation's annual Form 990 and coordinating its review by the Board; 2) Work with Foundation legal counsel on endowment amendment and administration; and 3) Work with Investment advisors to execute Investment Committee decisions and to maximize endowment investment return. Ensure that operations comply with University regulations.
Oversee the management of non-endowed philanthropic assets to the Foundation. This includes inventorying all existing current use gifts; verifying balances; preparing resolution for Foundation acceptance and accepting gifts to the Foundation. Oversee the processing of all future current use gifts through the Foundation.
Interface with internal departments and the California State University System (CSU) on behalf of the Foundation. Serve as Foundation's liaison for CSU reporting, including the NCSE survey, CASE-IRF survey, bona fide affiliation report, conflict of interest report and risk assessment surveys. Serve as the Foundation's liaison for federal, state and local agency reporting/filing, including the Form 990, the RRF-1, CA-SI 100, Bona Fide Association and various miscellaneous reports, as required.
Other duties as assigned.
Embody the Six Roles of A Leader:
Structure Work: Effectively manage and direct workflow, create clear position descriptions, clarify roles and expectations; improve processes for efficiency and effectiveness, empower employees, and delegate work.
Manage Talent: Hire, coach, and develop employees; ensure a level of diversity that encourages every employee to contribute to their fullest potential.
Inspire Performance: Set clear goals, monitor performance, coach for results, recognize and address performance outcomes.
Build Teams: Build trust and collaboration among direct reports, peers, campus stakeholders, and supervisors.
Use and Share Information: convey effective oral and written communication to large and small groups; steward of financial planning and fiscal management; apply policies, procedures, and campus protocols; adopt technology for improved performance; retain knowledge of applicable Collective Bargaining Agreements; project professional presence and nonverbal behavior.
Facilitate Change: encourage others to develop innovative approaches to addressing problems and opportunities; facilitate the implementation and acceptance of change within the workplace.
Embody the Core Competencies:
Collaboration and teamwork
Effective oral, written and nonverbal communication skills.
Customer/client focus with an emphasis in problem solving and resolution.
Personal effectiveness and credibility as demonstrated by interpersonal and professional confidence.
Diversity and inclusion
Minimum Qualifications Education & Experience:
A Bachelor's degree is required.
A seasoned executive with at least five (5) years of proven experience in nonprofit financial management and administration as well as experience working with a 501(c)(3) foundation.
A background as a Chief Financial or Budget Officer or accounting experience is necessary.
Automobile travel may be required. Must possess a valid Driver's License and comply with Defensive Driver's Training Program requirements if a vehicle is used to travel on official business.
A Master's degree is preferred.
The ideal candidate should have hands on experience managing human resources operations and experience developing and implementing strategic plans.
Knowledge, Skills & Abilities:
Excellent skills in managing, leading, motivating and supporting a cohesive team in a highly diverse work environment.
Demonstrated abilities to be a strong collaborator and relationship builder, as well as an individual, who can lead, inspire and work collegially with academic and administration leaders and staff.
Proven ability to build positive relationships with internal and external constituents, including board members, alumni and donors.
A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position.
The person holding this position is considered a `mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
California State University, San Bernardino is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.
This position may be 'Designated' under California State University's Conflict of Interest Code. This would require the filing of a Statement of Economic Interest on an annual basis and the completion of training within 6 months of assuming office and every 2 years thereafter. Visit the Human Resources Conflict of Interest webpage link for additional information: http://hrd.csusb.edu/conflictInterest.html
This position adheres to CSU policies against Sex Discrimination, Sexual Harassment, and Sexual Violence, including Domestic Violence, Dating Violence, and Stalking. This requires completion of Sexual Violence Prevention Training within 6 months of assuming employment and on a two-year basis thereafter. (Executive Order 1096)
California State University, San Bernardino offers a challenging and innovative academic environment. The university seeks to provide a supportive and welcoming social and physical setting where students, faculty and staff feel they belong and can excel. The university provides students the opportunity to engage in the life of the campus, interact with others of diverse backgrounds and cultures, as well as participate in activities that encourage growth, curiosity and scholarly fulfillment. Through its branch campus in Palm Desert, the university mission extends to the Coachella Valley.