ST.A.R is the strategic team that guides, advises, and implements business intelligence, data modeling and data project management for the USNA Alumni Association and Foundation. Our vision as the Strategy Analytics and Reporting Team is to be drivers and collaborators of strategic fundraising, engagement and business operations. We set the tone and environment for our team to achieve success, supporting the "Strategic Plan 2030" for the Naval Academy and Brigade of Midshipmen.

The position is part of a highly collaborative and energetic team, all driven to advance the USNA Alumni Association and Foundation mission and committed to personal and professional development. We are a team driven by collegiality, collaboration, achievement, and personal growth. Our team works closely to think strategically, address opportunities and challenges, and seek ways to improve group and individual performance.

The Manager, Gift Funds Compliance plays a pivotal role as the key liaison responsible for reporting on the effective management, allocation, and expenditure of gift funds received by the foundation. In this capacity, the incumbent will diligently monitor incoming funds and expenditures, ensuring accurate categorization and coding for comprehensive reporting and optimal utilization by both internal and external stakeholders.

This role is dedicated to upholding compliance with internal policies and procedures, aligning fund categories with codes established by the Naval Academy Alumni Association and Foundation and the US Naval Academy Comptroller office. This ensures precise reporting based on priority, sub-priority, department, and fund type. The Manager, Gift Funds Compliance also monitors usage and reporting, guaranteeing that all funds are disbursed in adherence to the terms outlined in the respective gift agreements.

Additionally, this role manages the designation reporting data within the CRM database. This involves ensuring that all information related to funds and their specific designations is meticulously recorded and consistently updated in the Foundation CRM. Collaborative efforts with development teams, Treasury, and other members of the enterprise are paramount in providing robust support for the conscientious stewardship of philanthropic donations. Additionally, this position works closely with the STAR Project Coordinator ensuring the fund and designation data is updated, optimized and ready for reporting.

A key focus area for the Manager, Gift Funds Compliance is generating comprehensive reports and addressing inquiries concerning fund utilization and available resources. This role is also responsible for monitoring pledge cash flow and preparing reports highlighting potential areas requiring future funding. In addition to these responsibilities, the Manager will produce monthly and quarterly reports for dissemination to stakeholders, and other ad-hoc fund/expenditure reports as requested.

This position pays a competitive salary commensurate with experience and is also eligible for an annual performance-based bonus, when applicable. You would also be eligible for a generous benefits plan which includes medical, dental, vision, FSA, HSA, a fully vested 403(b) retirement plan with employer matching, 22 days of accrued paid time off (PTO) per fiscal year, 14 paid holidays per calendar year, group life insurance, short-term and long-term disability, identify theft protection, and annual opportunities for professional development. Although not guaranteed, certain additional benefits may be offered through the Naval Academy, such as use of recreational facilities (including the Brigade Sports Complex gym, marina, and indoor/outdoor pools), as well as category II eligibility for employee children to apply to the Naval Academy Primary School.

This position is based in historic Annapolis at our current offices located overlooking the beautiful grounds of the U.S. Naval Academy.

ABOUT THE UNITED STATES NAVAL ACADEMY (USNA) ALUMNI ASSOCIATION AND FOUNDATION

The United States Naval Academy Alumni Association and the United States Naval Academy Foundation are two independent, not-for-profit corporations sharing a single President and CEO and operating as a fully integrated organization in support of the Naval Academy and its mission. The organization's focus and core competencies are engagement and philanthropy in pursuit of complementary and closely aligned missions.

Our Mission: The course set by Alumni Association founders in 1886 rings true today as our mission is to serve and support the United States, the Naval Service, the Naval Academy, and academy alumni by:

• Furthering the highest standards at the Naval
• Seeking out; informing, encouraging, and assisting outstanding, qualified young men and women to pursue careers as officers through the Naval Academy, and
• Initiating and sponsoring activities that will perpetuate the history, traditions, memories, and growth of the Naval Academy and bind alumni together in support of the highest ideals of command, citizenship, and the government.

Our important mission requires that we hire and retain the best of the best. In order to do that, we offer competitive pay, generous benefits, opportunities for career development, and a positive work experience.

EXPECTATIONS OF THE POSITION

Fund Development and Management

· In collaboration with the STAR Executive Director and Treasury Team, document, and enforce the policies and procedures for creating reporting codes for new designations.

· Be familiar and understand the types of funds, purposes, uses and reporting requirements.

· Develop, document, and categorize a coding system for reporting based on type of fund, purpose, area of support etc. Categorize new funds according to the Naval Academy's Strategic Plan 2030, USNA AA&F campaign priorities, VSE, and other data codes to meet standard reports.

· Enter and maintain the Designations inventory in CRM, including:

o Managing whether funds are active or inactive.

o Managing whether funds are available to spend.

o Fund purposes, expenditure caps, availability on the web page and any applicable data codes (Treasury accounts, Related Accounts, Yard Accounts, Fund Balances, etc.) whether funds have gifts or reporting requirements associated with them,

o Maintaining proper paper documentation in CRM including gift agreements, fund requests etc.

· Maintain and update the fund balances monthly in the CRM.

· In collaboration with Treasury maintain and update funds that are recommended to be inactive.

· Communicate with donor relations and stewardship any new funds, fund balances etc.

Fund Review and Compliance

· In coordination with Treasury and collaboration with the Yard comptroller's office, prepare a monthly report of funds usage, expenditures, new funds, gifts caps etc.

· Coordinate with the STAR Executive Director the preparation of reports for the quarterly meeting with the Yard and the Foundation leadership.

· Review pledge balances and cashflows to ensure funds should remain active or need to be inactive, whether funds need more funding or money will stop coming in. Review and communicate the timeliness of pledge payments to ensure moneys come in and support the Yard /Units as they intended.

Fund Reporting

· Prepare and disseminate monthly reports of funds by unit, priority, and sub priority.

· Prepare and disseminate the monthly fund balances report to the different incumbents including partners with the Yard.

· Prepare and maintain a cashflow report and evaluate and address any emerging issues or needs.

REQUIRED QUALIFICATIONS FOR THE POSITION

• Approaches each day with grit and optimism, works enthusiastically, thinks with intellect, and acts honestly and humbly.

• Strong collaboration, analytical, problem-solving, and critical thinking

• Exceptional written/verbal communication and project management

• Dedication to growth and professional development with an openness to coaching and

• A bachelor's degree from an accredited college or university or equivalent experience.

• Minimum of 3 years of experience in a related field such as non-profit operations, stewardship, fund reporting.

• Excellent organizational and project management skills, including the ability to help set and meet deadlines.

• Proficient with MS Office, Office 365 including Teams, Excel, PowerPoint, Word, and Outlook.

• Experience using fundraising databases, Blackbaud CRM preferred.

• Curiosity and demonstrated ability to learn new skills, and systems.

• Knowledge of CASE standards is preferred.

• Maintain a high level of confidentiality along with superior customer service skills.

• Ability to take initiative and work independently.

• Excellent attention to details, professionalism, and a strong work ethic.

• Strong problem-solving skills and

• Perform or assist other duties as

To Apply: Please go to https://usna.isolvedhire.com/jobs/ and apply on our website.

The USNA Alumni Association and Foundation is an Equal Opportunity Employer.

Veterans encouraged to apply.