Marshfield, Wisconsin
Weston, Wisconsin
Braselton, Georgia
Weston, Wisconsin
Eau Claire, Wisconsin
Mt. Pleasant, SC
Claymont, DE
Posted: 18-Feb-25
Location: Dallas, Texas
Internal Number: 24014145-1
Join our team as a Foundation Fund Administrator at Baylor Scott & White Health! This dynamic role offers the opportunity to support impactful programs and initiatives that enhance healthcare delivery and community well-being. If you're detail-oriented, passionate about making a difference, and ready to contribute to meaningful work, we?d love to hear from you!
JOB SUMMARY
The Senior Foundation Officer (Finance) serves to provide information related to Foundation financial and fund reporting and to support the development and financial needs of the Foundation. This key person maintains the fund reporting and oversees authorization for fund utilization. The Senior Foundation Officer (Finance) also assists in financial reporting. The Senior Foundation Officer (Finance) ensures Foundation information to assist development, administration, and operations are easily and reliably obtained. The position works alongside administration to execute plans to use restricted funds. The position performs fund research and regulates when funds can be used for a requested purpose. The position ensures accurate reporting for fund use and is seen as a professional in fund restrictions and Foundation financial information.
ESSENTIAL FUNCTIONS OF THE ROLE
- Coordinate and monitor fund attribute controls in general ledger, accounts payable and fund reporting.
- Manages fund research to support informational needs of Foundation and fund users.
- Manage fund use authorization and monitor appropriate fund use for budget and inactive fund tracking.
- Maintain and build relationships with administrative liaisons and fund users by tracking, reporting, and facilitating fund use.
- Provide reporting and materials needed for fund use by service line and department use. This includes effective participation in service line and department meetings regarding fund use.
- Accumulate appropriate support and documentation for fund use during monthly close, planning, and budget process.
- Develop and communicate a variety of fund and financial reporting for the Foundation and fund users.
- Track and report gift and grant documentation and status of gift and grant use.
- Serve as liaison for fund administration regarding fund use and fund reporting for the Foundation and other fund users.
- Performs other position appropriate duties as required in a competent, professional, and courteous manner.
KEY SUCCESS FACTORS
- Advanced knowledge and use of Raisers Edge and Financial Edge software.
- Minimum of 5 years working experience.
- Advanced skills in Word, Excel, and Access.
- Demonstrated knowledge of contribution/pledge recognition process.
BENEFITS
Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include:
- Immediate eligibility for health and welfare benefits
- 401(k) savings plan with dollar-for-dollar match up to 5%
- Tuition Reimbursement
- PTO accrual beginning Day 1
- Annual Incentive Bonus Eligibility if metrics are met
- 10% of Annual Salary
- 10% of Annual Salary
Note: Benefits may vary based upon position type and/or level
QUALIFICATIONS
- EDUCATION - Bachelor's Degree or 4 years of work experience above the minimum qualification
- EXPERIENCE - 5 years of experience
- Foundation Experience- Preferred