Foundation Fund Manager

Job Description

This position is responsible for the USF Foundation’s Fund Management processes. Review and process fund setup and maintenance, signer approvals, purpose changes, annual Code of Ethics process and Advancement requests. This position will also represent Fund Management in various meetings within the department and across colleges and in Training Sessions provided by the USF Foundation.

• Foundation Fund Management – New Funds – Review all gift agreements, grants, Scholarship criteria worksheets, and Fund Data Forms to make sure complete and accurate and ready to be processed. Works closely with Central Records for fund setup and gift moves where necessary. Work with Development Officers and other Foundation staff to be certain donor intent is fully captured. Once fund is established review for completeness and accuracy.
• Foundation Fund Management – Existing Funds – Assure excellent customer service by handling inquiries by USF Faculty, staff, administration, Development Officers and other Foundation staff quickly and completely. Interpret and enforce Foundation policy, including grant exceptions when appropriate. Resolve issues with other Foundation staff when circumstances cross departmental lines. Review changes to funds for fund names, organization codes, signers to determine if appropriate.
  
  Facilitate purpose change process.
• Maintain and monitor the Fund Management system. Manage general accounting functions such as journal entries, transfers, gift moves, and account reconciliations. Generate necessary reports from system when needed. Coordinate with departments to close fund and transfer remaining balances and notify Central Records.
• Work with auditors, both internal and external for documentation about funds signers, changes, and reports. Usually connected to donor intent.
• Present Fund Management information in training sessions to educate outside departments on USF Foundation policies and procedures. Maintain training materials to be sure up to date for any procedure or system changes.
• Provide customer service related to fund balances, history, purpose and signers and other duties are assigned by the Controller and/or CFO. Meet with departments on a regular basis to review funds for accuracy and current information and help to maintain good working relationships.
• Other duties as assigned.

This position requires a Bachelor's degree in Accounting, Finance, or Business Administration or other field directly related to the position's specific responsibilities and 0-2 years of fiscal related work experience; or a Bachelor's degree in no specific required field and two years of fiscal related work experience; or four years fiscal related work experience.

Knowledge, Skills & Abilities:
Analytical thinking skills, problem solving, ability to work within a team, effective communication skills, excellent customer service skills, knowledge of accounting, consolidated financial reporting, reconciliation of multiple accounts, accounts payable, accounts receivable and journal entries. Project Management experience is preferred.

With approximately 16,000 employees, the University of South Florida is one of the largest employers in the Tampa Bay area. We are dedicated to cultivating a talented, engaged and driven workforce that strives to be bold. Employees excel in USF’s rich academic environment, which fosters their development and advancement. In 2025, Forbes recognized USF as one of Florida’s best large employers, ranked No.

1 among the state’s 12 public universities. Our first‑class benefits package includes medical, dental and life insurance plans, retirement plan options, employee and dependent tuition programs, generous leave, and hundreds of employee perks and discounts.

The University of South Florida is a top‑ranked research university serving approximately 50,000 students from across the globe at campuses in Tampa, St. Petersburg, Sarasota‑Manatee and USF Health. USF is recognized by U.S. News & World Report as a top 50 public university and the best value in Florida. U.S. News also ranks the USF Health Morsani College of Medicine…