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Position Classification Description

Position Class Code / Title: B7030 / Fiscal Officer/UNM Foundation
Recruitment Tier: Tier 1
FLSA: Exempt
Grade: 16

This is a description of a Staff Position Classification. It is not an announcement of a position opening. To view descriptions of current openings, please go to UNMJobs and Search Postings to view positions that are currently accepting applications.

The following statements are intended to describe, in broad terms, the general functions and responsibility levels characteristic of positions assigned to this classification. They should not be viewed as an exhaustive list of the specific duties and prerequisites applicable to individual positions that have been so classified.


Under minimal supervision, provides direction, administrative management, and leadership in the strategic investment, asset management, business planning, accounting, and budgeting efforts of the UNM Foundation. Evaluates economic, market, and industry trends, and advises management on investment matters and financial policies,strategies, and procedures.

Duties and Responsibilities

  1. Serves as principal financial officer for the UNM Foundation/Development Program; oversees the UNM Endowment Investment Management Program.
  2. Participates in the establishment and implementation of short- and long-range goals, objectives, policies, and operating procedures.
  3. Manages the day-to-day activities of the endowment investment program, implementing and maintaining the Regents Investment Management Policy; makes policy and investment recommendations.
  4. Directs and manages the financial programs and supporting information systems of the unit, to include budgeting, receipt of revenue, expenditure of funds, and conservation of assets.
  5. Provides strategic oversight of the UNM Endowment Investment Management Program, to include policy development and recommendations, hiring and coordination/communication with outside investment consultants, investment custodian, and investment managers.
  6. Oversees the endowment accounting process; ensures that investment earnings and spending allocations are made correctly and promptly, and prepares and presents annual reports to the UNM Board of Regents.
  7. Reports on annual endowment activity to Deans, Directors, and Chairs.
  8. Staffs UNM Foundation Board of Directors committees; works with committee chairs on all organizational activities and prepares and delivers budget and financial reports to the Board and the committees.
  9. Oversees stock gift transfers to the UNM Foundation and ensures that securities are sold in a timely manner with proceeds allocated per donor instructions.
  10. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • Bachelor's degree; at least 7 years of experience directly related to the duties and responsibilities specified.
  • Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

  • Ability to plan, implement, manage, and modify the financial and administrative operations of a non-profit organization.
  • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
  • Ability to plan, organize, implement, evaluate, and modify financial programs, informational support systems, and processes.
  • Skill in organizing resources and establishing priorities.
  • Skill in examining and re-engineering operations and procedures, formulating policy, and developing and implementing new strategies and procedures.
  • Ability to develop, plan, and implement short- and long-range goals.
  • Knowledge of investment principles, procedures, ethics, regulations, and standards as applied to public donations and endowments.
  • Knowledge of business and finance principles, systems, procedures, and regulations.
  • Knowledge of financial accounting, budgeting, control, and reporting principles, methods, techniques, and standards.

Working Conditions and Physical Effort

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 03/20/2017