Foundation Operations & Finance Specialist

• 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.

• 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.

• 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.

• 3 – 4 weeks of paid vacation time based on years of service

• 11 paid holidays
• Paid winter break - varies each year based on academic calendar and, at a minimum, includes days between Christmas and New Year’s holidays (some exceptions may apply for essential workers)
• Paid summer break - the week of July 4th
• 4 paid personal days
• 3 weeks (15 days) paid sick time annually for absences due to illness, injury, or doctor and dentist appointments of the employee, dependent children, spouse, or parents of the employee or spouse; cumulative to 135 days (1,080 hours)
• Paid bereavement time
• Paid volunteer time
• Tuition reimbursement up to $2,500 annually (eligibility requirements apply)
• Health insurance for employee, spouse, and dependents with attached Health Savings Account (HSA); CVTC contributes $3,400 annually for a family plan or $1,700 annually for a single plan to your HSA
• Wellness incentive of up to $600 for employees enrolled in CVTC’s health insurance
• $2,500 cash-payment in lieu of CVTC health insurance coverage for employees who have credible coverage through another source
• Dental insurance for employee, spouse, and dependents
• Vision insurance for employee, spouse, and dependents
• Life and long-term disability insurance premiums paid by CVTC
• Wisconsin Retirement System (WRS), CVTC matches 6.95%, vested at 5 years of credible service
• 403(b) tax deferred annuity program
• 457(b) deferred compensation plan
• Section 125 flexible spending accounts
• Employee Assistance Program (EAP)
• Professional development
• Certified Gold Level Family Friendly Workplace (FFW)
• Access to expansive collection of college and public library resources for personal and professional use
• Free or low-cost services offered by CVTC program students, such as computer repair, automotive repair,

Chippewa Valley Technical College