Chief Investment Officer and Comptroller

Compensation

$104,180.00 Annual

Job Description Summary

The application deadline for this position is 11:59pm EST on January 10, 2025.

The Office for Advancement provides leadership and coordination in developing activities and external support associated with gifts to enhance student recruitment/retention and create institutional impacts through philanthropic support. This includes cultivating philanthropic partnerships and individual giving; planning and directing fundraising campaigns; promoting annual giving; planning and coordinating comprehensive and capital campaigns; coordinating planned and deferred gifts; promoting employee and Alumni stewardship; and facilitating donor recognition events. Additionally, the Office for Advancement provides administrative support to the Foundation, which encourages and sustains long-term relationships with compassionate alumni, friends and businesses with generous hearts. SF’s generous donors support the mission and vision of the college, and as such bring about tranSFormational change throughout our communities.

The Chief Investment Officer and Comptroller oversees the fiscal operations of the Santa Fe College Foundation, a Direct Support Organization (DSO) of SF, and has responsibilities in financial reporting, budgeting, accounting, internal controls, managerial analysis, investment opportunities, decision support, and account transactions. The Chief Investment Officer and Comptroller is responsible for the daily administration and oversight of the Foundation’s investments and cash management and consults regularly with personnel on matters relating to investment and the management of the Foundation’s financial assets. The Chief Investment Officer and Comptroller ensures compliance with the IRS non-profit rules, College guidelines, Florida State laws, Governmental Accounting Standards Board (GASB) regulations, and various other funding agencies, and regularly provides reliable financial information to the Foundation, members of the college, and government entities. The Chief Investment Officer and Comptroller exercises professional judgement in policy formulation, financial management and reporting, investment analysis, and portfolio management to ensure accuracy and compliance and has a working knowledge of the Foundation’s internal operations, grants, and policies.

Job Description

Responsibilities and Duties Include:

• Serves as a senior leader within the Office for Advancement and the Foundation, assisting with overall organizational management, strategic planning, forecasting, and policy recommendations.

• Oversees the accounting and financial operations of the Foundation to include supervising daily accounting and financial activities, processing and analyzing financial transactions, and facilitating financial audits.

• Maintains the Foundation’s investment and cash management policies; plans, enhances, and revises financial systems for the Foundation.

• Collaborates with the Foundation’s Board of Directors in facilitating private funding through the application of private donations and in governing the fiduciary responsibilities of the Foundation.

• Manages the Foundation’s marketable securities portfolio in collaboration with the Vice President and external investment managers.

• Provides executive-level support to leadership in the development and implementation of special projects and emerging capital needs.

• Develops and implements a fiscally sound financial budget that meets the needs of the Foundation and of future financial endeavors in collaboration with the Vice President.

• Utilizes risk management models, analyzes budgetary limits, and predicts how much money will be required to allocate assets to meet SF and Foundation goals and complete projects.

• Implements an approved asset allocation model for the portfolio, with the approval and direction from the Vice President and Executive Director of the Foundation.

• Coordinates, prepares, and facilitates the annual external financial audit of the Foundation, including drafting financial statements, preparation of notes to financial statements, as well as the accompanying management discussion and financial statement analysis.

• Maintains the privacy, security, and confidentiality of donor records and other sensitive information according to appropriate state, federal, and college regulations, policies, and procedures.

• Supports donor cultivation, outreach, and management, including fundraising for student benefits.

• Collaborates with internal constituents to successfully compete for public resources and ensures accurate donor records are kept and that every gift is properly recognized.

• Provides oppo