Assistant Director, Fund Administration and Compliance
- Compensation
- Not disclosed
- Location
- Madison, WI, US
- Work setup
- Remote
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 3+ years
- Category
- Not specified
- Posted
Skills
Must have
- 3+ years of professional experience in donor-restricted fund administration, gift administration, advancement services, donor compliance, stewardship, financial operations, accounting, or related disc
- Demonstrated experience administering donor-restricted funds throughout the fund lifecycle, including fund establishment, modifications, interpretation of governing documents, and ongoing compliance w
- Experience interpreting complex financial, legal, or governing documentation and applying organizational policies and procedures.
- Demonstrated ability to manage multiple priorities while exercising sound judgment, attention to detail, and a high degree of accuracy.
- Strong analytical, organizational, written, and verbal communication skills with the ability to build collaborative relationships across multiple stakeholder groups.
Full description
Overview
The Wisconsin Foundation and Alumni Association (WFAA)*, the private fundraising and alumni relations organization for UW-Madison, is seeking an Assistant Director, Fund Administration and Compliance to join the Finance team! This individual contributor role leads fund administration activities throughout the fund lifecycle while supporting WFAA’s fund management and compliance programs. Reporting to the Director, Fund Accounting, Administration, and Compliance, this position serves as the department’s primary operations resource for fund establishment, modifications, donor intent interpretation, policy application, and governance activities.
The Assistant Director works collaboratively across Finance, Development, Legal, and with campus partners to ensure donor-restricted and donor-supported funds are administered consistently, accurately, and in accordance with donor intent, organizational policies, and regulatory requirements.
The position also supports the operationalization of WFAA’s fund management governance framework by coordinating strategic initiatives, development analyses and recommendations, supporting policy, implementation, and facilitating cross-functional efforts that strengthen compliance and organizational fund management practices.
Please note: This position may be filled in either a hybrid or remote capacity. Remote candidates must reside in one of the following states: Arizona, Colorado, Illinois, Iowa, Minnesota, New Mexico, New York, Texas, or Wisconsin.
Essential Functions
Fund Administration
- Perform fund administration activities across the full fund lifecycle, including fund establishment, modifications, reinvestments, closures, and other governance actions.
- In collaboration with the Associate Director and Legal Affairs, interpret gift agreements, MOAs, MDMOAs, FOAs, and other governing documents to ensure accurate fund structures and administration.
- Serve as the department’s primary operational resource for fund administration policies, procedures, classifications, and documentation.
- Partner with Development and campus partners to resolve fund administration questions and facilitate complex fund changes.
Compliance & Fund Management
- Apply donor intent, organizational policies, and regulatory requirements to fund administration activities.
- Conduct compliance reviews and identify potential risk areas, policy exceptions, or governance concerns requiring escalation.
- Support utilization monitoring, fund audit activities, and ongoing compliance initiatives.
- Assist with the development, implementation, and maintenance of fund management policies, procedures, and standards.