Foundation Operations & Finance Specialist

Company: Chippewa Valley Technical College

Job Location: Eau Claire, 54701

Category: Business and Financial Services

Type: Full-Time

Posting #: 2025-2008

Category: Staff

Close Date: 9/21/2025

Type: Full-Time

FLSA Status: Exempt

Hourly Pay Rate/Salary: Starting annual salary of $52,745 - $66,028. Salary will be commensurate with qualifications.

Hours per Week: Full-time

Work Schedule: Salaried position

Anticipated Start Date: As soon as possible

Overview and Responsibilities

The Foundation Operations & Finance Specialist is responsible for administering day-to-day internal operations and finances of the CVTC Foundation. This includes financial reporting, donor and fund management, ensuring compliance and coordination of Foundation financial responsibility, and liaison with internal and external stakeholders.

Responsibilities:

• Manage financial operations of the Foundation, including budgeting, forecasting, accounts payable/receivable, and reconciliation in coordination with the Finance Department.
• Review, maintain and provide financial data for annual and comprehensive campaign records, planned giving program records and strategic planning financial data.
• Prepare and maintain accurate financial reports for internal and external stakeholders, including the Foundation Board.
• Oversee functions of the donor database systems (e.g., Raiser's Edge or equivalent), ensuring data integrity and timely gift processing.
• Maintain and improve operational workflows and documentation to support Foundation efficiency and transparency.
• Complete fund distribution from banks to appropriate investment accounts regularly per policy.
• Prepare and track fund agreements with internal programs and departments.
• Complete the annual financial audit and required reports and ensure timely filing with the IRS, including 990 and any other required agencies.
• Manage gifts-in-kind process from inquiry to 1098 issuance.
• Maintain and assist in developing Foundation operational and financial policies and procedures.
• Maintain records and communicate endowment information to donors; review and ensure adequate balances of scholarship and endowment funds.
• Complete appropriate procurement processes to identify qualified vendors and actively manage vendors including contracting, renewals, conflict resolution, and payment.
• Serve as the primary liaison for internal departments (e.g., Finance, HR, IT) to ensure smooth operational alignment.
• Participation and collaboration with the Foundation team in event planning as well as attendance at same; nights and weekends as needed.
• Coordinate logistics and documentation for board meetings, including agendas, minutes, and financial packets.
• Support grant tracking, compliance, and reporting requirements.

Required Knowledge, Skills and Abilities:

• Ability to model integrity through self-awareness, personal accountability, ethical behavior, quality standards, and sustainable practices.
• Ability to think critically by applying problem solving practices, acquiring relevant information, using technology and other resources appropriately, and evaluating alternatives.
• Ability to communicate effectively by speaking and writing clearly, concisely, and professionally; practicing active listening; reading critically and adapting communication for audience.
• Ability to recognize personal biases, adapt to different cultural situations, and demonstrate a commitment to respectful interactions with persons of various ethnic, cultural, socio-economic, or educational backgrounds.
• Intermediate knowledge of and skills with technology including software programs for communication, data collection, and decision making including, but not limited to, Microsoft Office Outlook, Word, and Excel.

Qualifications

Associate's degree in Business Administration, Nonprofit Management, Accounting, or related field with a minimum of six years of experience in nonprofit operations, finance, or administrative leadership required or bachelor's degree in Business Administration, Nonprofit Management, Accounting, or related field with a minimum of 2 years experience.

Proficiency in financial software and donor management systems required.

In evaluating candidates for this position, the College may consider a combination of education, training, and experience which provides the necessary knowledge, skills and abilities to perform duties of position.