Director of Foundations Accounting and Investment Officer

998009

Director of Foundations Accounting and Investment Officer

Administration - Staff

EP - EHRA 12 mo leave earning

Located in North Carolina's third-largest city, UNC Greensboro is among the most diverse, learner-centered public research universities in the state, with 18,000 students in eight colleges and schools pursuing more than 150 areas of undergraduate and over 200 areas of graduate study. UNCG continues to be recognized nationally for academic excellence, access, and affordability. UNCG is ranked the No. 1 most affordable institution in North Carolina for net cost by the N.Y. Times and No. 1 in North Carolina for social mobility by The Wall Street Journal - helping first-generation and lower-income students find paths to prosperity. Designated an Innovation and Economic Prosperity University by the Association of Public and Land-grant Universities, UNCG is a community-engaged research institution with a portfolio of more than $67M in research and creative activity. The University's 2,600 staff help create an annual economic impact for the Piedmont Triad region in excess of $1B.

The Controller's Office, part of the Division of Finance and Administration, is responsible for processing all University disbursements, general ledger accounting, construction accounting, cash management, and fixed assets. The unit is responsible for the disbursement of all University funds (payroll and accounts payable) in accordance with University and state policies and procedures. This unit is also responsible for a myriad of financial reporting to federal and state agencies, including W-2 information, 941 information, and 1099 information. This unit is actively involved in the implementation of new administrative systems, including problem resolution, training, report writing, and data conversion. The areas within this unit are Payroll, Accounts Payable, Fixed Assets, Foundation Finance, Cashiers and Student Accounts, and Financial Accounting.

The Director of the Foundation's Accounting and Investment Officer provides strategic, technical, and operational leadership for all accounting, reporting, and governance functions related to UNCG's associated entities, endowment administration, and investment activity.

This position ensures accuracy, transparency, and compliance across foundation and investment accounting; coordinates directly with the University's outsourced investment management and custodial service providers; and serves as UNCG's lead accounting liaison with external advisors and auditors.

The Director works closely with the University Reporting, Operations, Budget, and Advancement teams to ensure consistent financial integration, accurate consolidation, and adherence to the University's Investment Policy Statement (IPS) and Investment Management Agreement (IMA).

• Mid- to late-career with a Master's degree and 2- 4 yrs accounting or financial management experience; Bachelor's and 3-5 yrs accounting or financial management experience.
• Knowledge of higher-education and investment accounting principles (GASB, GAAP, UPMIFA).
• Experience preparing or reviewing audited financial statements and reconciliations for multiple entities.
• Excellent analytical, communication, and organizational skills.

• CPA, MBA, or Master's degree in Accounting or Finance.
• Experience managing outsourced accounting engagements and investment data integrations.
• Familiarity with UNC System financial reporting and associated-entity governance.
• Proficiency with Banner, OneStream, Fundriver, Sage, QuickBooks, and investment accounting systems.

Commensurate with experience

Office of the Controller - 56202

12/19/2025

Yes

1.000

Permanent

12

Exempt

30%

Office Leadership

• Lead the Foundations Accounting and Investment Office, providing direction, performance management, and professional development for assigned staff.
• Establish office goals, priorities, and internal controls aligned with the University Controller's strategic objectives.
• Manage the office budget, workload distribution, and resources efficiently.
• Serve as the Controller's principal advisor on all matters related to foundation and investment accounting.

25%

Associated Entity Oversight

• Serve as the University's accounting lead for all associated entities, ensuring compliance with UNC System Regulation 600.2.5.2.
• Oversee annual audits, tax filings, and governance documentation for entities, including investment partnerships and affiliated foundations.
• Review and validate deliverables from external accounting and advisory firms, including monthly trial balances, reconciliations, investment rollforwards, and financial statements.
• Oversee accounting system implementation and configuration reviews under third-party agreements, ensuring data accuracy and compatibility with UNCG's reporting structure.
• Maintain SOC reports, fund statements, and documentation supporting transparency and audit readiness.

20%

Endowment and Investment Accounting

• Direct all endowment accounting functions, including fund rollforwards, market value reconciliations, and administrative fee assessments.
• Lead the annual endowment spending distribution process consistent with the IPS and IMA.
• Coordinate with investment managers and custodians on capital calls, distributions, and performance reporting, ensuring complete and accurate data integration within Banner and OneStream.
• Partner with the Assistant Controller for Financial Reporting on blending and elimination entries during year-end and 13th-month close for consolidated financial statements.

15%

Foundation Accounting and Board Support

• Oversee the preparation and review of financial statements for all associated entities, ensuring compliance with applicable accounting standards and donor restrictions.
• Oversee the preparation of budgets, financial statements, investment summaries, and compliance documentation for presentation to foundation boards and the University's Investment Committee.
• Collaborate with Advancement, Accounting, and Budget offices to align endowment distributions with donor intent and institutional spending policies.
• Coordinate audit schedules, manage communication with external auditors, and support the timely issuance of financial statements.

5%

Tax and Fund Administration

• Oversee coordination of partnership filings (Forms 1065, 1120, 990-T) and investor-level statements (K-1, PF-1).
• Review external tax and accounting advisor work for accuracy and completeness.
• Maintain all tax documentation, track UBTI exposure, and ensure compliance with required filings and audit support.

5%

Governance, Systems, and Continuous Improvement

• Maintain current governance documents and ensure adherence to investment, accounting, and reporting policies.
• Collaborate with ITS, Reporting, and Treasury to integrate endowment and foundation data within Fundriver, OneStream, Banner, and other financial systems.
• Lead continuous improvement initiatives to enhance efficiency, automation, and control integrity across foundation and investment accounting processes.
• Support the Controller and senior leadership in developing policies, system enhancements, and reports that improve transparency and financial decision-making.

Hand Movement-Repetitive Motions, Hand Movement-Grasping, Holding, Finger Dexterity, Vision-Skilled Trades, Reading, Writing, Eye-hand coordination, Vision-Color Distinction, Vision-Preparing/Analyzing figures, Vision-Visual inspection, Vision-Measuring/Assembling at distance close to eye, Hearing, Talking, Sitting, Walking, Lifting-0-30 lbs., Reaching

Inside, Overtime