| Date: |
September, 2012 |
| Reports to (Job Title): |
Director of the School of Accounting & Finance,
Faculty of Arts and Director of Advancement, Faculty of Arts
|
| Jobs Reporting (Job Titles): |
Senior Alumni Advancement Officer, Advancement Assistant |
| Location: |
Main Campus |
| Grade: |
USG 12 - 13
35 hr/wk
|
Primary Purpose
The Associate Director (AD), Advancement in the School of Accounting & Finance, works within the context of the University’s Office of Advancement and its policies and procedures and reports directly to the Director of the School of Accounting & Finance, with a joint reporting relationship to the Director of Advancement of the Faculty of Arts. The Associate Director, Advancement acts as the key point person with respect to advancement for the School of Accounting & Finance.
The Associate Director, Advancement provides strategy and guidance to a professional staff involved in fundraising, alumni and stakeholder relations and advancement communications on Accounting & Finance related, advancement focused initiatives.
Primary responsibilities involve the strategic planning for the School of Accounting & Finance’s advancement activities including designing and implementing fundraising campaigns and special appeals, managing the major gifts portfolio and providing leadership, managerial and professional advice to the Director of the School of Accounting & Finance with respect to fundraising strategies and approaches, liaising and consulting on University-wide development and alumni procedures and guidelines as appropriate with Faculty of Arts Advancement and the University’s Office of Advancement and recruiting, training and coordinating initiatives with fundraising volunteers.
Other management responsibilities include overseeing the planning and development of communications materials in support of the School’s advancement objectives, planning and implementing alumni relations initiatives, developing and stewarding endowment funds, and managing special events to support the cultivation of major individual, corporate and foundation prospects and donors.
The Director of the School of Accounting & Finance and the Director of Advancement, Faculty of Arts will participate in providing input into the development and approval of the Associate Director’s plans and objectives and participate in the measurement and assessment of activity and performance.
Working in a collaborative team environment, the AD will work closely with other staff in Advancement, the Development/Alumni Officers from the Faculties, other professional schools and the federated university and affiliated university colleges (FUAC), and with the campus community (Senior Administrators, Deans, College Heads, faculty, staff, students, and volunteers).
Key Accountabilities:
1.Establishes the direction and priorities for advancement activities and resources in the School of Accounting & Finance:
- Responsibility for creating and implementing an effective, ongoing advancement program for the School of Accounting & Finance. Ensures advancement programs are in line with overall university goals and objectives.
- Provides leadership, priority setting and management direction to staff working on initiatives directly associated with the School of Accounting & Finance, including strategic advice and oversight for the annual fund activities of the School as well as the leadership giving portfolio.
- Directs, sets work priorities and objectives for professional staff linked to accounting & finance advancement programs (eg Development Officer, Stakeholder Relations personnel, Newsletter Editor, Communications Officer,).
- Works with Director, Associate Directors, and administrative staff in the School to consult and develop effective advancement programs and to establish funding priorities.
- Works with Director, Associate Directors, Faculty and Staff in the School in advancing individual, corporate and foundation prospects and supporters of program priorities.
- Collaborate with the Office of Advancement, SAFA, GSO and the School’s Administrator & Financial Officer, and other related staff to establish and steward endowment funds established by donors
- Organize and train influential and affluent volunteers to assist and promote the School in all aspects of the advancement program including major gifts, alumni relations, externship placements, government relations and communications.
2.Major gift fundraising
- The AD will plan, create, organize, execute and evaluate fundraising strategies for the School’s Major Gift Program, including individual, alumni, corporate and foundation prospects across Canada and internationally. The Associate Director will develop long-range and immediate plans for comprehensive programs to realize the potential from individuals for various levels of gifts.
- Initiates, leads, directs and manages programs designed to obtain maximum financial support from a wide range of potential individual donors (i.e. reunion appeals). Directs proactive research on individuals identified as having significant donor potential.
- Oversees and directs the strategic development of cultivation and solicitation plans and gift proposals for specific projects, including written proposals, oral presentations, volunteer management and ultimately stewardship of gifts received through recognition activities and events.
- In collaboration with the Director of Advancement in the Faculty of Arts and leadership in the Office and Advancement, as appropriate, develops and implements strategies for select Principal Gifts (prospects of $1M and more) for the School, as the opportunities arise.
- The AD may be assigned projects that cross multiple faculties, and will ensure that proposals are developed to meet the interests of the prospect and represent all relevant faculties across campus. In addition, the AD will ensure that the most appropriate volunteers and faculty/staff are well briefed and involved when appropriate in the cultivation, solicitation and stewardship of the donors.
- Working in a decentralized environment, the AD will assist the Director of Advancement, Faculty of Arts to serve as a liaison with other Faculties and central office to share and coordinate prospect strategies where applicable.
3.Prospect management and reporting
- Participates in prospect identification, review, research, management and clearance for the School of Accounting & Finance and looks for opportunitis to leverage and partner with colleagues across the Faculty of Arts and other intra-institutional programs and partners’ priorities.
- Tracks the progress of proposals and intermediate strategies for moves between submission and decision to ensure timely closure. Ensures accurate reporting on gifts to the School of Accounting & Finance.
- Ensures that all development programs and campaigns are kept on a deadline-driven timetable and that donor recognition and acknowledgement programs are in place to maintain, grow and evolve good relations with the School’s supporters.
- Ensures detailed notes are recorded for the prospect tracking and clearance systems, and prepare regular progress reporting on fundraising targets through standardized reporting tools.
- Create, manage and report on an operating budget to be defined.
4.Representative of the School of Accounting & Finance
- Develops and maintains a good working knowledge of the University’s activities and the School of Accounting & Finance priority projects.
- Promotes the needs of the School at fundraising and other special events through public speaking engagements and personal contact.
- Develops effective relationships with senior academic administrators, faculty and volunteers and representatives of the philanthropic community. Through cultivation and solicitation efforts, establishes and maintains relationships with appropriate senior officers, board members, and donations officers in corporate, foundation, association, and individual sectors.
- Works closely with provincial and national professional associations in order to further build and strengthen our alumni contacts, maintain a consistent national presence, to increase fundraising success, and to continue to be sensitive and knowledgeable of provincial needs, challenges and successes within the profession and accounting & finance education.
- Consults with colleagues at other Schools of Accounting & Finance provincially, nationally and internationally to seek information on related fundraising, alumni and related communication issues and developments.
- Develops a national network of senior volunteers, spokespersons and leaders, identifying, motivating and advising on their activities.
Position Requirements
Education:
Completion of a university degree required. CFRE or fundraising certificate is a strong asset.
Experience:
Recent fundraising experience with extensive experience in securing major gifts; or extensive equivalent education and experience. Preference for applicants having previous business-sector and/or accounting or finance sector experience. Must have a successful track record of soliciting and closing major gifts as well as senior volunteer management experience. Proven ability to think strategically and work independently in driving new initiatives and enhancing existing programs and be able to effectively articulate these initiatives. This is a demanding, challenging and exciting role that requires a results-oriented and creative individual with demonstrated relationship building skills. A proven track record of success in an outreach capacity including developing and executing strategies, project management, and producing a variety of material. A keen awareness and knowledge of relevant individuals in the corporate sector (i.e. accounting, banking, insurance, finance, investment etc..) related associations, community and government is necessary; an established network is an asset. Excellent time management skills and demonstrated ability to meet competing deadlines in an organized manner. Must have strong leadership, communication (oral and written), presentation, and interpersonal skills; supervisory and mentoring experience is strongly preferred. Proven ability to work collaboratively in a high functioning team within a dynamic environment. Strong understanding of the university environment including the integration of research; an in-depth understanding of the Faculty of Arts, School of Accounting & Finance is an asset. Experience fundraising in a university environment is a strong asset. Occasional travel as well as evening and week-end work is a requirement of this position.
Technical:
| MS Word |
Excel |
PowerPoint |
Other |
| Intermediate |
Basic |
Basic |
Basic (Raiser’s Edge familiarity is an asset) |
Nature and Scope
Interpersonal Skills:
Close collaboration and sharing of experience with be expected between colleagues in Central Office and the Faculties.
Significant Internal Relationships
- Director, Faculty and Staff, School of Accounting & Finance
- Dean and Director of Advancement, Faculty of Arts
- Vice-President, Advancement
- Associate Vice-President, Development
- Associate Vice-President, Advancement Relations
- Director, Alumni Affairs
- Faculty of Arts Advancement Team
- Executive/Finance Officer (s), Faculty of Arts
- Communications and Public Affairs (CPA)
- Government Relations within University Relations
- Senior administrators (President, Provost)
- Other Faculty Deans and Associate Deans
- Advancement Staff in other Faculties and colleges (FUAC)
- Annual Fund team, Donor Relations and Stewardship team, Leadership Giving team and Prospect Research team
- Office of Research
- Co-operative Education and Career Services
- Student Awards and Financial Aid Office
- Graduate Studies Office
Significant External Relationships
- Prospects and donors for cultivation, solicitation and stewardship purposes
- Executives in corporations, associations, community or government organizations
- Volunteers associated with UW boards & committees
- Alumni
- Research partners
- External community representatives
Level of Responsibility:
The position is expected to operate independently within the School of Accounting & Finance, accountable to both the School Director and the Director of Advancement, Faculty of Arts. This position is responsible and accountable for the School of Accounting and Finance Advancement Team, programs and activities. This position is a public representative for the School of Accounting and Finance and the Office of Advancement within the university and with external audiences, particularly alumni and donors.
Decision-Making Authority:
Responsible and accountable for establishing the priorities for the department and addressing the changes to strategic business plans by consulting directly with the School Director and Director of Advancement, Faculty of Arts, as appropriate.
Physical and Sensory Demands:
Minimal demands typical of a manager position operating within an office environment.
Working Environment:
Minimal exposure to disagreeable conditions typical of a manager position exposed to stress and pressure associated with senior level responsibilities.
