Senior Accountant

Indianapolis IN.

Job Summary

Tau Kappa Epsilon International Fraternity (TKE) seeks a highly-qualified professional to become its next Senior Accountant. The Senior Accountant reports directly to the TKE Chief Financial Officer and assumes a strategic role in the overall accounting management of TKE and the TKE Educational Foundation (TEF). The Senior Accountant has primary day-to-day responsibilities for planning, implementing, managing and controlling all accounting-related activities of both organizations. This includes direct responsibility for accounting, forecasting, job costing for the Fraternity and the Foundation, partnership compliance, and private institutional financing.

A 501(c)(7), TKE has more than 240 groups across North America, more than 11,000 collegiate members, and more than 279,000 total initiates since its founding in 1899. The Offices of the Grand Chapter are located in Indianapolis, IN with approximately 25 professional staff and an overall annual budget above $5 million. TKE continues its mission of aiding men in their mental, moral and social development for life with the stated organizational purpose of contributing to the advancement of society through the personal growth of its members and service to others. TKE has never had a membership exclusionary policy and is committed to building Better Men for a Better World.

The TKE Educational Foundation is a 501(c)(3) and has assets of nearly $9 million. It is operated with a separate CEO, Board of Directors and staff. TEF’s mission is to establish and support scholarships and leadership training programs which promote academic achievement and strengthens moral, social and community values.

TKE offers a competitive salary and a comprehensive benefits package including medical, dental, vision, life, disability, annual bonus incentive program and 401(k) retirement program. TKE is an equal opportunity employer.

Desired Qualities and Qualifications Include:

  • A Bachelor’s degree is required in Accounting or Finance, MBA and/or CPA highly desirable.
  • 5+ years preferably in non-profit.
  • 3+ years of experience with associations.
  • Strong knowledge of non-profit accounting and experience with the relationship of a 501(c)(3) to a 501(c)(7).
  • Extensive experience in fund accounting and in 990 reviews, assuring accurate and timely reporting to the IRS.
  • Strong interpersonal skills, ability to communicate orally and in writing at all levels of the organization and with staff at remote locations is essential.
  • Strong problem solving and creative skills.
  • Exercise sound judgment and make decisions based on accurate and timely analysis.
  • High level of integrity and dependability with a strong sense of urgency and results-oriented focus.
  • Must be a team player and have a hands-on attitude.
  • Strong working knowledge of Abila Fund Accounting (Formerly Sage Nonprofit Solutions) and Excel is a plus.

Responsibilities & Requirements - Accounting:

  • Ensure credibility of finance team by providing timely and accurate analysis of budgets, financial trends and forecasts.
  • Perform and be accountable for all aspects of the accounting functions of both organizations.
  • Establish and maintain strong relationships with senior executives to identify their needs and seek full range of business solutions.
  • Perform Balance Sheet account reconciliations, account analysis, account calculations and other related accounting documents/schedules.
  • Prepare monthly financial statements and reports for each organization, ensuring timely and accurate completion of month-end and year-end financial closing activities.
  • Prepare monthly analysis for the endowment investments and present information on status of endowment to the Finance Committee on a quarterly basis and provides the CEO’s, CFO and Board of Directors advice on the financial implications of business activities.
  • Oversight responsibility for maintenance of the general ledger. Oversight responsibility for cash receipts and disbursements, monthly accruals, and allocation of costs among programs.
  • Review the general ledger and alert CFO of any issues that need to be addressed with the Finance team.
  • Aid CFO in managing processes for financial forecasting, budgets and consolidation and reporting to TKE and TEF Boards.
  • Provide recommendations to strategically enhance financial performance and business opportunities.
  • Responsible for preparation and coordination of the annual fiscal audit and program audits. Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting.
  • Communicate with TKE and TEF Finance Committees on a monthly basis to provide timely, accurate and complete information to ensure financial integrity and transparent oversight - includes raising issues the finance committees must understand, with the context and associated risk.
  • Preparation of information or review of any required tax reporting at the Federal, State, or Local level.
  • Review of compliance with an account for the corpus, income, disbursements, and transfers of temporary or permanently restricted contributions or programs.
  • Reports directly to the CFO, and shall act as an independent resource for the Board of Directors, and its Committee, as assigned.
  • Provide same level of service and support to both CEOs and Boards.

For immediate consideration, qualified candidates are invited to submit a resume and cover letter (as MS Word attachments) including salary requirements via email to Courtney Frechin, Office Coordinator at cfrechin@tke.org

Stewardship & Advancement Services Manager

Indianapolis IN.

Job Summary

Provide full support to the Foundation office and TEF Team. The Stewardship & Advancement Services Manager reports to the Chief Advancement Officer and works closely with the Annual Fund Manager & Regional Advancement Director(s).

Responsibilities

Administrative / Project Management

  • Directly supports the Chief Advancement Officer.
  • Manages the scholarship program, chapter special project funds, housing/educational requests and Leadership Academy grants.
  • Manages the Foundation’s special events (i.e. – board meetings, donor receptions, volunteer recognition events and assists with Giving Tuesday) includes, but not limited to, compiling materials, making travel arrangements, arranging meeting space and planning meals.
  • Responsible for the courtyard program including, but not limited to, compiling orders, donor communication, online courtyard map database and ordering of bricks.
  • Schedules and coordinates committee meetings for TEF Board of Directors and Volunteers.
  • Assist in the collection and documentation of Planned Gifts.
  • Manages interns and the volunteers during Conclave, Founders’ Day and donor events.
  • Oversees project completion for all activities leading up to and during Conclave and Regional Leadership Conferences.

Data Management

  • Responsible for evaluating and identifying new and existing prospects which include researching, preparing, and maintaining tailored reports of specific individuals, corporations and foundations.
  • Serve as the primary manager of the TEF donor database, generating regular progress reports, lists and other analytical tools for use by staff and Board members.
  • Compile prospect reports and track proposals sent to prospects.

Communication / Donor Stewardship

  • Builds and maintains strong relationships with TKE Fraternity full-time and shared staff for effective relationship with the Foundation.
  • Develops an effective communication plan to generate support across all TKE audiences.
  • Seeks out grants and applies for annual foundation support from relevant nonprofit organizations.
  • Develops stewardship/recognition program for annual, major and planned gift donors, and giving club members (including, but is not limited to, ordering recognition gifts, distribution of materials/acknowledgment letters, e-acknowledgments, acknowledgment calls, etc.)

Other

  • Other responsibilities as assigned.

Qualifications

  • Bachelor’s degree in a related field from an accredited college or university.
  • Minimum of three years of experience in fundraising operations.
  • Experience in managing other staff, interns, volunteers.
  • Strong personal and written communication skills.
  • Excellent organizational skills, including attention to detail.
  • Collaborative, team-oriented work style as well as be able to work independently.
  • Ability to manage several projects simultaneously and to succeed under pressure.
  • High energy and goal oriented.
  • High degree of technological proficiency, including past experience working with desktop publishing software, social media, web content management/updates, constituent management software, PowerPoint presentations and other Microsoft Office programs.

Additional Information

  • This position is located at the TKE International Headquarters in Indianapolis, Indiana.

Position Type

Full-time, Non-Exempt

Salary and Benefits

TKE Educational Foundation offers a competitive salary and benefits package which is based on the experience/qualifications of the candidate.

TO APPLY

Please submit a cover letter summarizing your interest and qualifications for the position, resume and salary requirements to cfrechin@tke.org by September 29, 2017.

Annual Fund Advancement Manager TKE Educational Foundation

Indianapolis IN.

Founded by Opportunity Out of Defeat and built on the honest convictions of Love, Charity and Esteem, Tau Kappa Epsilon is a men’s social fraternity, 118 years in the making. The TKE Educational Foundation seeks an Annual Fund Manager to build a platform for significant increases in philanthropic giving supporting its educational and leadership programs.

The Annual Fund Advancement Manager’s primary responsibility is the strategic execution and management of a comprehensive annual giving program, supporting initiatives in development services, donor relations and moves management. The Annual Fund Advancement Manager will develop a matrix of communication and solicitation strategies involving email, direct mail, phone/mail, social media campaigns and volunteer engagement. All focused on shaping a sustainable tradition of annual support.

In addition, the role will collaborate and foster the growth of best practices in the supporting areas of gift processing, data management and donor relations as related to annual giving with staff in the TKE Educational Foundation and TKE Fraternity. The manager has a solid understanding of annual giving as the enabling component of successful major gift planning programs. The manager provides strategic direction and long-range/short-range planning for these areas - in the context of growing the annual giving program while supporting the greater development goals of the Foundation.

This position reports to the Chief Advancement Officer of the TKE Educational Foundation. The Annual Fund Advancement Manager will partner with the Fraternity’s Chief Information Officer on analytics and strategy; and also with the Alumni Engagement Director on existing annual giving programs and engagement. The manager will work closely with the Foundation’s Regional Advancement Director and the Advancement Specialist. The manager will set goals with the Chief Advancement Officer in terms of total dollars, percentage participation, consistency of giving and average gift size. Additional internal goals include clean data, ease of access to data and timely donor stewardship.

Key initiatives include:

  • Determine annual giving goals and build strategic plans for achieving these goals.
  • Focus on effective communication and solicitation activities within specific market segments identified as having potential for the greatest growth.
  • Formulate and execute a communications program supporting annual giving.
  • Work effectively with Fraternity and Foundation staff representatives to gain strong participation in annual giving while building strategies for moving donors to higher giving levels.
  • Coordinate annual giving with events such as our biennial Fraternity meeting (Conclave), Leadership Academy, and other constituents, such as board members, in a sophisticated and effective fashion.
  • Manage a prospect pool with annual goals for giving outcomes.

Qualifications:

Bachelor’s degree required. Minimum 3 years of experience in annual fund or direct marketing required. The position is based in Indianapolis.

  • Demonstrated organization and communication skills, as well as the ability to work with other development professionals and volunteers.
  • Excellent skill and understanding of direct mail, telephone and social media campaigns.
  • Ability to work independently as well as within a team environment.
  • Understanding of development, database management, and moves management a plus.
  • Ability to listen carefully and understand customers’ needs, both internally and externally.
  • Demonstrated analytical and fund raising skills with the ability to recognize opportunities, identify critical high pay-off activities and prioritize them to attain goals.

To apply please send a resume and cover letter to Laurie Woodhouse at woodhousesearch@gmail.com

For more information on the TKE Educational Foundation and TKE Fraternity please visit the website at: http://www.tke.org/