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Sr Director of Finance & Operations
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- The Senior Director of Finance and Operations will play a pivotal role in the Finance/Advancement Services area within University Advancement.
- Review endowment and current-use gift agreements filled out by major gift officers and corporate/foundation staff before submission to the UMass foundation and Assistant VC for approval.
- Review contributions posting to UMass Foundation’s Endowment system Stellar to ensure PHEEIP contributions has been applied to the endowments designated to receive PHEEIP matching funds.
- Work with Advancement services gift processing team to ensure gifts are recorded on Constituent Relations Management System (CRM).
- Work closely with the Treasurer’s Office, UMass Foundation and BYN Mellon to ensure proceeds from stock are credited to the correct account.
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