Officer, Donor Relations and Steward

1 month ago

Montréal, Canada Concordia University Full time

**Position Number**:50020523 /
**Department**:Donor Engagement and Stewardship
**Grade**:GR11
**Campus**:Sir George Williams (Downtown)

**Salary**:$70,819.75 - $84,590.55 per annum
**Union/Association/HR Policy**:CUPEU

**Posting deadline**:August 22, 2023

Recognized as Canada’s top university under the age of 50, and one of Montreal’s top Employers, Concordia University is the place to be if you are looking to grow, contribute and innovate in a dynamic and multicultural environment.

Be part of a community that addresses society’s big challenges, supports your personal and professional growth, and makes a real impact in building a more sustainable world.

As a member of our community, you will have access to comprehensive benefits, a defined pension plan and numerous on site well-being facilities such as a state of the art gym and health clinic as well as a variety of educational and cultural opportunities.

**SCOPE**
Reporting to the Manager, Donor Engagement and Stewardship for the Donor Engagement and Stewardship team (DES), the incumbent is responsible for ensuring financial and substantive compliance with university gift agreements while acting as the departmental lead in establishing and managing logístical and operational mechanisms to optimize the utilization of philanthropic gifts for the University to meet its fiduciary obligations to its donors.

**PRIMARY RESPONSIBILITIES**
- Administer the gift implementation process by working closely with university partners to ensure adherence to the accurate allocation of donation funds in a timely fashion in accordance with gift agreements and donor intent.
- Partner with campus stakeholders such as Financial Services to develop monitoring and reporting tools to be used by university recipient areas to insure the timely and accurate dissemination of spending information.
- Analyze and reviews compliance issues; interact and collaborate with stakeholders to understand problematic and systemic issues will identifying tactics and corrective actions related to the appropriate allocation of donated funds.
- Conduct audits in partnership with Fund Managers to ensure gift funds are closely tracked and monitored to identify and rectify issues related to the allocation of donation funds.
- Assess specific gift agreements where available spending is over
- or under-utilized to identify systemic or episodic issues and recommend adjustments to ensure maximum allocation of available funds; determine course of action and provide constructive solutions.
- Oversee the student award agreement creation process as it relates to leadership annual gifts; liaise with the awards office and Development team to ensure gift viability and alignment with donor intent.
- Deliver ongoing training sessions to Development staff, Faculty Financial Administrators and other stakeholders at the University involved in the administration and compliance of gift agreements.
- Triage and process all information requests from various Advancement and other University staff pertaining to philanthropic fund accounts.
- Plan, develop and implement initiatives and procedures to improve administrative efficiencies related to DES operations; make use of in-depth knowledge of DES and financial compliance matters to develop recommendations on logístical issues such as coding enhancements, report creation and activity tracking.
- In collaboration with Advancement Services colleagues, validate reports’ financial information provided by faculty members is accurate; provide professional guidance to assist in decision-making to address issues and fund solutions related to unspent funds; address and resolve issues.
- Conduct financial analysis and audits; assist with financial planning and budgeting processes, analyze financial reports and transactions for Advancement colleagues in the production of customized donor reporting, gift agreements, and student award disbursements.

**QUALIFICATIONS**
- Bachelor’s degree in a pertinent field, and two to four years of relevant work experience in fundraising.
- Good understanding of budget management.
- Experience with the analysis of financial data and financial management systems and tools.
- Very good knowledge (Level 5) of spoken and written English and good knowledge (Level 4) of spoken French.
- Advanced knowledge of Word, Excel and PowerPoint. Working knowledge of fundraising software solutions.
- Flexibility, attention to detail, ability to set goals and achieve success.
- Must demonstrate strong communication and interpersonal skills.
- Ability to interact well with others.
- Excellent organizational skills and the ability to handle several projects and portfolios simultaneously.
- Strong analytical, organizational and project management skills and the ability to think strategically and ability to anticipate needs.
- Proven attention to accuracy and excellent judgment.

Concordia University is an English-language institution of higher learning at

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