Open Positions

Development Coordinator

OHSU Foundation seeks a Development Coordinator reporting to the Assistant VP of Advancement with additional support for 8 direct reports.  This administrative position strategically coordinates all support activities and projects for development leadership.

Job Duties

  • Manages flow of information on behalf of supervisor by, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics
  • Supports supervisor in meeting preparedness and follow up, including gathering necessary support/briefing material; disseminating assignments after meetings and tracking follow-up steps
  • Facilitates supervisor's work by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications
  • Maintains supervisor's calendar by planning and scheduling meetings, conferences, teleconferences, travel, and project/work time
  • Determines importance of internal and external meeting requests; prioritizes and schedules accordingly
  • Ensures supervisor's prospect pipeline is accurate and current at all times
  • Completes projects by assigning work to administrative staff; following up on results
  • Prepares presentation-ready reports by collecting and analyzing information
  • Maintains donor confidence and protects operations by keeping information confidential
  • Represents the supervisor with potential donors, current donors, OHSU and foundation colleagues, volunteers and community members
  • Provides general support as needed or requested in the areas of projects, budgets, deposits, expense reimbursements, invoices, and office supplies
  • Produces support material for presentations and projects
  • Drives and completes in a timely fashion discrete projects at the direction of supervisor
  • As assigned, collaborate with, and assist, colleagues in achieving development goals
  • As assigned, work to complete unique one-time tasks and projects

Knowledge, skills and abilities required (unless preferred is noted)

  • Excellent written communications skills; ability to prepare formal minutes, meeting notes, and general correspondence for executive signature
  • Working knowledge of English grammar, spelling, and punctuation to compose and edit business documents and materials and to create professional letters, spreadsheets, and presentations
  • Demonstrated interpersonal and communication skills to interact professionally, diplomatically and productively with colleagues and contacts at all levels
  • Proficient skills in Microsoft Word, Excel, Outlook and PowerPoint; advanced skills preferred
  • Ability to develop, organize, implement, and maintain office procedures and systems
  • Working knowledge of Raiser's Edge or similar database preferred
  • Ability to deal with confidential information
  • Knowledge of OHSU, higher education, or non-profit environment  preferred
  • Ability to take initiative, be self-directed, and prioritize multiple tasks
  • Ability to develop, organize and implement office procedures and systems
  • Strong time management and organizational skills
  • Ability to identify creative solutions that work and fall within constraints (time, budget, quality)
  • Ability to coordinate and manage various projects and tasks while regularly consulting with appropriate sources to ascertain status of projects in progress and troubleshooting, making adjustments, and meeting deadlines
  • Ability to work well with others in a dynamic & interdependent team environment

Education and/or Experience

  • High school diploma or equivalent
  • Bachelor's degree or equivalent combination of education and professional experience
  • 3-4 years' experience supporting a senior staff position or executive preferred
  • Non-profit, foundation, or university experience preferred

For consideration for this position, please apply online through our career center.

Payroll & Tax Compliance Administrator

OHSU Foundation seeks a Staff Accountant – Payroll & Tax Compliance Administrator to process payroll and perform payroll-related accounting duties. This position is responsible for all payroll related tax filings, financial accounting, financial reporting, compliance with employee benefit audit requirements, and providing payroll-related information to auditors.  The candidate will manage and prepare work papers and related documentation for IRS Form 990 and 990T and related state returns, coordinate preparation of work papers with staff and returns with CPA firm, follow up with tax authorities as needed, ensure IRS registration compliance with Friends chapters and support department by assisting with tax research related to payroll, disbursements, 1099 filing requirements, and state tax requirements. This position coordinates with HR to continuously improve HR/Payroll processes and systems.

Job Duties

  • Responsible for managing the foundation's payroll system, including making system improvement recommendations and implementing changes as a result of system upgrades
  • Responsible for payroll and employee benefit compliance including managing the payroll side of employee benefit plan audits each year
  • Responsible for keeping up-to-date on latest payroll, employee benefit, and FLSA regulations
  • Prepare calendar and fiscal-year salary and benefit information for IRS Form 990
  • Annually work with OHSU payroll department to obtain required IRS Form 990 information for OHSU employees who are also members of the foundation's board of directors
  • Respond to questions and special requests from employees and regulatory agencies in researching laws and regulations regarding taxes, payroll withholding procedures, and pay inquires
  • Responsible for ensuring compliance with federal, state and local payroll reporting requirements for all applicable jurisdictions.
  • Responsible for the preparation of schedules to accurately compute pension plan contribution benefit payments
  • Responsible for benefits billing and reconciliation
  • Provide compliance testing information to third-party administrators
  • Responsible for documenting and updating all payroll and employee benefit processes
  • Responsible for preparing IRS Form 990 and 990T work papers for outside accountants who prepare the returns including all necessary follow up
  • Responsible for preparing all payroll-related journal entries
  • Reconcile all payroll-related balance sheet and income statement accounts
  • Prepare employee benefit financial statements and audit reports
  • Perform financial analysis and ad hoc reporting as needed
  • Assist with the annual audit of financial statements in payroll-related areas
  • Provide secondary back-up to Accounting Supervisor
  • Responsible for management indicators for assigned area
  • Assist with internal audit projects as needed and special projects as assigned by the Controller and/or Director of Finance that require sophisticated accounting skills and knowledge

         

Knowledge, skills and abilities required (unless preferred is noted)

  • Strong knowledge of Generally Accepted Accounting Principles, IRS regulations and reporting requirements and standard business practices
  • Full-cycle accounting experience, including balance sheet and income statement account reconciliation experience
  • Must be skilled user of spreadsheet and word processing software
  • Experience working with automated accounting database
  • Ability to prepare reports using report writing software, such as ADP Crystal/Custom Reports
  • Ability to work independently with minimal supervision, yet able to coordinate well with others
  • Ability to deal with confidential information in a professional manner
  • Ability to interpret and analyze financial statements and reports
  • Excellent oral and written communication skills
  • Excellent customer service
  • Working knowledge of payroll laws and regulations (IRS, State of Oregon Bureau of Labor and Industries)
  • Working knowledge of employee benefit plans and related audit requirements
  • High attention to detail; high standard of accuracy

 

Education and/or Experience: 

  • Bachelor's degree in accounting, finance, or business administration, or equivalent combination of education and experience
  • CPA preferred
  • Minimum of five years' experience in general accounting
  • Minimum of three years processing payroll, preferably using ADP Workforce Now
  • Minimum of three years' experience processing and reconciling employee benefits with an external audit requirement, pension audit experience a plus
  • Minimum of three years' experience crafting financial statements and related footnotes
  • Experience with tax research, strong familiarity with IRS circulars and other related tax authorities and experience preparing IRS Form 990 and 990T

For consideration for this position, please apply online through our career center.

 Investment Analyst

OHSU Foundation seeks an Investment Analyst I to focus on delivering investment reconciliation, due diligence analysis and performance review for investments held in the foundation’s endowment portfolio. The ideal candidate must have a strong interest in global financial markets and monitor financial press releases, market trends, opportunities and risks in the overall market and assess any potential impact they may have to the foundation’s investment portfolios. Other responsibilities include establishing and conducting the accounting and reporting process which will be used to determine the fair value of the foundations alternative investments. This person will be key in assisting the Director of Finance in determining fair value measurements and disclosures, selecting appropriate valuation methods, identifying and adequately supporting significant assumptions used, preparing the valuation, and ensuring that the presentation and disclosure of the fair value measurements are in accordance with GAAP. Possessing strong financial modeling skills, a keen understanding of portfolio asset allocation theory and investment performance analysis are essential to the position.

Duties and Responsibilities

  • Evaluate monthly fund valuation and communications received from multiple investment managers
  • Review the audited financial statements received from investment managers
  • Reconcile the monthly fund valuation to the audited fund financial statements
  • Produce, send and track semi-annual confirmations to investment managers
  • Develop mechanisms to monitor portfolio performance and validate unaudited valuation information
  • Determine fair value of investment to be recorded in the financial statements
  • Interact with investment manager to gain an understanding of the investment strategy, the nature of the underlying investments, fund valuation process, and fund internal control structure
  • Document and track key information about investment managers and specific fund investments
  • Annually request and read fund organizational documents and other relevant information
  • Work with Foundation Investment Consultant to gain an understanding of the due diligence completed by the Investment Consultant
  • Develop relationships with investment managers
  • Conduct face to face and telephonic meetings with the investment funds’ management team as necessary
  • Develop plan for due diligence to be conducted on site and by attendance at annual meetings as determined by the VP & CFS. Develop due diligence process for these onsite meetings. Recommend strategy for staffing of these activities.
  • Some onsite/annual meeting due diligence travel may be required; however, the onsite due diligence duties will be split among the Investment Analyst, Director of Finance and VP & CFS
  • Prepare Investment Reconciliations identifying differences between investment statements and reconciliation schedules. Initiate any corrective action necessary
  • Perform investment accounting, investment return calculations, endowment administration and some general ledger duties
  • Assist in recommending appropriate accounting treatment for alternative investments
  • Assist in preparing financial statement footnotes and disclosures for alternative investments
  • Assist in assessing the tax implications and required tax reporting for each investment

Knowledge, skills and abilities required (unless preferred is noted):

  • Understanding of traditional and alternative investment strategies
  • Working knowledge of Generally Accepted Accounting Principles, investment accounting and tax reporting
  • Ability to interpret and analyze financial statements and reports
  • Advanced knowledge and facility in PC based software applications, including spreadsheet preparation and modification
  • Experience working with automated databases
  • Excellent oral and written communication skills

Education, Experience, and Working Conditions:

  • Bachelor’s degree in accounting, finance, or business administration, or equivalent experience
  • Minimum of 5 years of experience in investment, tax and general accounting
  • Occasional hours outside of normal work hours for meetings or programs
  • Travel to local Portland areas required (primarily OHSU campus)
** At this time, we are no longer accepting new applicants for this position. Thank you for your interest!