Senior Accountant - Fund Administration and Complex Gifts

Oregon Community Foundation•Portland, OR

About The Position

The Senior Accountant Fund Administration and Complex Gifts is responsible for the management, liquidation and financial accounting of non-cash gifts received by OCF, including publicly traded securities, real estate, business interests, and other complex gifts. This position also supports other fund administration functions and provides financial information to OCF’s donors, staff, and other interested parties. This position works closely with other departments of the Foundation, particularly the Philanthropic Services Department.

Requirements

Bachelor’s degree in accounting or related field from an accredited 4-year institution.
Seven or more years of progressively responsible accounting, finance, real estate, or related experience, preferably in a non-profit organization.
Strong oral and written communication skills: ability to convey information clearly and effectively, especially to those without a financial background.
Strong organizational skills: detail oriented, accurate, able to work independently or in a team setting, able to prioritize and manage several tasks concurrently and efficiently, able to meet multiple deadlines and adapt to change.
Knowledge of accounting principles related to charitable gifts, an understanding of real estate transactions, split-interest gifts (CGAs, CRTs), and asset valuation and disposition preferred.
Experience working with complex contracts.
Highly ethical; ability to manage sensitive and highly confidential information discreetly.
Excellent customer service skills: provide service that is courteous and competent, promoting trust and confidence.
Demonstrate experience in equity, bridging and belonging.

Nice To Haves

Advanced degree/or professional certification preferred.

Responsibilities

Manage brokerage account relationships, and liquidation of donated securities. Coordinate with staff, donors, and brokers to provide exceptional donor service.
In coordination with the Associate Vice President of Finance and Fund Administration, manage the full cycle of property gifts received by OCF, from due diligence, acceptance and processing through property management, listing, and sale.
Work closely with staff managing OCF’s Supporting Organizations to ensure smooth processing and management of annual real estate gifts.
Track life insurance policy gifts, ensuring appropriate accounting through maturity.
Communicate with donors, insurance agents and insurance companies, process requests for premium payments and prepare and submit documentation when insurance policies mature.
Assist with the intake and processing of charitable remainder trusts and charitable gift annuities.
Provide support for other complex gifts received by OCF, including business interests, closely held stock and promissory notes.
Serve as the principal backup for numerous financial functions such as fund statement generation, calculation of spending policies and assessment of fund fees.
Respond to requests from donors, staff, and other interested parties related to contributions and funds.
Provide reports on contributions and fund data, in addition to participating in ad hoc business analysis and process improvement projects.
Provide backup support for other Finance staff as requested.
Participate in inter-departmental teams regarding organizational policies, processes, and work environment.