The University of North Carolina
Director of Foundations Accounting and Investment Officer
The University of North Carolina, Greensboro, North Carolina, us, 27497
Director of Foundations Accounting and Investment Officer
Functional Title Director of Foundations Accounting and Investment Officer
Position Type Administration - Staff
Position Eclass EP - EHRA 12 mo leave earning
University Information
Located in North Carolina’s third-largest city, UNC Greensboro is among the most diverse, learner-centered public research universities in the state, with 18,000 students in eight colleges and schools pursuing more than 150 areas of undergraduate and over 200 areas of graduate study. UNCG continues to be recognized nationally for academic excellence, access, and affordability. UNCG is ranked the No. 1 most affordable institution in North Carolina for net cost by the N.Y. Times and No. 1 in North Carolina for social mobility by The Wall Street Journal — helping first‑generation and lower‑income students find paths to prosperity. Designated an Innovation and Economic Prosperity University by the Association of Public and Land‑grant Universities, UNCG is a community‑engaged research institution with a portfolio of more than $67M in research and creative activity. The University’s 2,600 staff help create an annual economic impact for the Piedmont Triad region in excess of $1B.
Primary Purpose of the Organizational Unit
The Controller’s Office, part of the Division of Finance and Administration, is responsible for processing all University disbursements, general ledger accounting, construction accounting, cash management, and fixed assets. The unit is responsible for the disbursement of all University funds (payroll and accounts payable) in accordance with University and state policies and procedures. This unit is also responsible for a myriad of financial reporting to federal and state agencies, including W‑2 information, 941 information, and 1099 information. This unit is actively involved in the implementation of new administrative systems, including problem resolution, training, report writing, and data conversion. The areas within this unit are Payroll, Accounts Payable, Fixed Assets, Foundation Finance, Cashiers and Student Accounts, and Financial Accounting.
Position Summary
The Director of the Foundation’s Accounting and Investment Officer provides strategic, technical, and operational leadership for all accounting, reporting, and governance functions related to UNCG’s associated entities, endowment administration, and investment activity.
This position ensures accuracy, transparency, and compliance across foundation and investment accounting; coordinates directly with the University’s outsourced investment management and custodial service providers; and serves as UNCG’s lead accounting liaison with external advisors and auditors.
The Director works closely with the University Reporting, Operations, Budget, and Advancement teams to ensure consistent financial integration, accurate consolidation, and adherence to the University’s Investment Policy Statement (IPS) and Investment Management Agreement (IMA).
Minimum Qualifications
Mid‑to late‑career with a Master’s degree and 2‑4 years accounting or financial management experience; Bachelor’s and 3‑5 years accounting or financial management experience.
Knowledge of higher‑education and investment accounting principles (GASB, GAAP, UPMIFA).
Experience preparing or reviewing audited financial statements and reconciliations for multiple entities.
Excellent analytical, communication, and organizational skills.
Preferred Qualifications
CPA, MBA, or Master’s degree in Accounting or Finance.
Experience managing outsourced accounting engagements and investment data integrations.
Familiarity with UNC System financial reporting and associated‑entity governance.
Proficiency with Banner, OneStream, Fundriver, Sage, QuickBooks, and investment accounting systems.
Recruitment Range: Commensurate with experience
Job Open Date: 12/19/2025
Key Responsibilities
Lead the Foundations Accounting and Investment Office, providing direction, performance management, and professional development for assigned staff.
Establish office goals, priorities, and internal controls aligned with the University Controller’s strategic objectives.
Manage the office budget, workload distribution, and resources efficiently.
Serve as the Controller’s principal advisor on all matters related to foundation and investment accounting.
Serve as the University’s accounting lead for all associated entities, ensuring compliance with UNC System Regulation 600.2.5.2.
Oversee annual audits, tax filings, and governance documentation for entities, including investment partnerships and affiliated foundations.
Review and validate deliverables from external accounting and advisory firms.
Oversee accounting system implementation and configuration reviews under third‑party agreements.
Maintain SOC reports, fund statements, and documentation supporting transparency and audit readiness.
Direct all endowment accounting functions, including fund roll‑forwards, market value reconciliations, and administrative fee assessments.
Lead the annual endowment spending distribution process consistent with the IPS and IMA.
Coordinate with investment managers and custodians on capital calls, distributions, and performance reporting.
Partner with the Assistant Controller for financial reporting on blended and elimination entries.
Oversee preparation and review of financial statements for all associated entities.
Coordinate audit schedules and support the timely issuance of financial statements.
Oversee coordination of partnership filings and investor‑level statements.
Maintain current governance documents and ensure adherence to policies.
Collaborate with ITS, Reporting, and Treasury to integrate endowment and foundation data within financial systems.
Lead continuous improvement initiatives to enhance efficiency, automation, and control integrity.
Required Documents
Resume/CV
Cover Letter
List of References
#J-18808-Ljbffr
Position Type Administration - Staff
Position Eclass EP - EHRA 12 mo leave earning
University Information
Located in North Carolina’s third-largest city, UNC Greensboro is among the most diverse, learner-centered public research universities in the state, with 18,000 students in eight colleges and schools pursuing more than 150 areas of undergraduate and over 200 areas of graduate study. UNCG continues to be recognized nationally for academic excellence, access, and affordability. UNCG is ranked the No. 1 most affordable institution in North Carolina for net cost by the N.Y. Times and No. 1 in North Carolina for social mobility by The Wall Street Journal — helping first‑generation and lower‑income students find paths to prosperity. Designated an Innovation and Economic Prosperity University by the Association of Public and Land‑grant Universities, UNCG is a community‑engaged research institution with a portfolio of more than $67M in research and creative activity. The University’s 2,600 staff help create an annual economic impact for the Piedmont Triad region in excess of $1B.
Primary Purpose of the Organizational Unit
The Controller’s Office, part of the Division of Finance and Administration, is responsible for processing all University disbursements, general ledger accounting, construction accounting, cash management, and fixed assets. The unit is responsible for the disbursement of all University funds (payroll and accounts payable) in accordance with University and state policies and procedures. This unit is also responsible for a myriad of financial reporting to federal and state agencies, including W‑2 information, 941 information, and 1099 information. This unit is actively involved in the implementation of new administrative systems, including problem resolution, training, report writing, and data conversion. The areas within this unit are Payroll, Accounts Payable, Fixed Assets, Foundation Finance, Cashiers and Student Accounts, and Financial Accounting.
Position Summary
The Director of the Foundation’s Accounting and Investment Officer provides strategic, technical, and operational leadership for all accounting, reporting, and governance functions related to UNCG’s associated entities, endowment administration, and investment activity.
This position ensures accuracy, transparency, and compliance across foundation and investment accounting; coordinates directly with the University’s outsourced investment management and custodial service providers; and serves as UNCG’s lead accounting liaison with external advisors and auditors.
The Director works closely with the University Reporting, Operations, Budget, and Advancement teams to ensure consistent financial integration, accurate consolidation, and adherence to the University’s Investment Policy Statement (IPS) and Investment Management Agreement (IMA).
Minimum Qualifications
Mid‑to late‑career with a Master’s degree and 2‑4 years accounting or financial management experience; Bachelor’s and 3‑5 years accounting or financial management experience.
Knowledge of higher‑education and investment accounting principles (GASB, GAAP, UPMIFA).
Experience preparing or reviewing audited financial statements and reconciliations for multiple entities.
Excellent analytical, communication, and organizational skills.
Preferred Qualifications
CPA, MBA, or Master’s degree in Accounting or Finance.
Experience managing outsourced accounting engagements and investment data integrations.
Familiarity with UNC System financial reporting and associated‑entity governance.
Proficiency with Banner, OneStream, Fundriver, Sage, QuickBooks, and investment accounting systems.
Recruitment Range: Commensurate with experience
Job Open Date: 12/19/2025
Key Responsibilities
Lead the Foundations Accounting and Investment Office, providing direction, performance management, and professional development for assigned staff.
Establish office goals, priorities, and internal controls aligned with the University Controller’s strategic objectives.
Manage the office budget, workload distribution, and resources efficiently.
Serve as the Controller’s principal advisor on all matters related to foundation and investment accounting.
Serve as the University’s accounting lead for all associated entities, ensuring compliance with UNC System Regulation 600.2.5.2.
Oversee annual audits, tax filings, and governance documentation for entities, including investment partnerships and affiliated foundations.
Review and validate deliverables from external accounting and advisory firms.
Oversee accounting system implementation and configuration reviews under third‑party agreements.
Maintain SOC reports, fund statements, and documentation supporting transparency and audit readiness.
Direct all endowment accounting functions, including fund roll‑forwards, market value reconciliations, and administrative fee assessments.
Lead the annual endowment spending distribution process consistent with the IPS and IMA.
Coordinate with investment managers and custodians on capital calls, distributions, and performance reporting.
Partner with the Assistant Controller for financial reporting on blended and elimination entries.
Oversee preparation and review of financial statements for all associated entities.
Coordinate audit schedules and support the timely issuance of financial statements.
Oversee coordination of partnership filings and investor‑level statements.
Maintain current governance documents and ensure adherence to policies.
Collaborate with ITS, Reporting, and Treasury to integrate endowment and foundation data within financial systems.
Lead continuous improvement initiatives to enhance efficiency, automation, and control integrity.
Required Documents
Resume/CV
Cover Letter
List of References
#J-18808-Ljbffr