Item 9.B-Aug. 20, 2010
ADMINISTRATIVE FACULTY POSITION DESCRIPTION QUESTIONNAIRE
To expedite and facilitate the PDQ review process, please send the PDQ and Org Chart electronically to
marshag@unr.edu for discussion and for initial review before routing PDQ for approval signatures.
Questions - call UNR-HR at 682-6114
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INSTRUCTIONS: See http://www.unr.edu/vpaf/hr/compensation/placement.html for complete instructions.
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Incumbent(s) Name (if applicable): Tamara Koszuth
Position #(s): 10802
Current Title: Controller, Foundation
Current Range: 4
(JCC:77325;3C;CM3528;CC012;E)
Department: Development and Alumni Relations
College/Division: Development and
Alumni Relations
Account #: 1101-103-0001
Action Proposed: (check all that apply)
( ) New position: Proposed Range:
Proposed Title:
( ) Title Change, Proposed Title:
( ) Proposed Reassignment from Range
to Range
(X ) Revised PDQ only (no change in range or title)
( ) Line of Progression (show titles below)
Range:
JCC (HR assigned):
I certify that the statements in this description are accurate and complete to the best of my knowledge.
____________________________________________________________
Employee’s Signature
__________________
Date
I/we have reviewed the statements in this form and they accurately reflect the job assignments.
____________________________________________________________
Immediate Supervisor’s Signature
__________________
Date
____________________________________________________________
Director/Chair/Dean
Bruce Mack
AVP, Development & Alumni Relations
__________________
Date
Approved for Salary Placement Committee review.
____________________________________________________________
__________________
Pres / Vice Pres / Vice Prov Signature John Carothers
Date
Vice President, Development and Alumni Relations
Action Approved by the President (Completed by Faculty HR):
Position #: 10811
EEO Code: 3C
CUPA Code: CM3528
Exempt: Yes or No Census Code: 012
Job Class Code: 77325
Range: 4
Effective Date:
Approved Title:
CONTROLLER, FOUNDATION
____________________________________________________________
__________________
Employee Signature
Date
(Employee signs and sends to HR for personnel file after PDQ has been “final” stamped for approval)
Rev: 12/1/2008
Position Description – Controller, Foundation
Page 2
1. Summary Statement: State the major function(s) of the position and its role in the
university. Attach an organizational chart with positions, ranges, and names for the division
which reflects the position in it as well as those supervised in the department. (This section is
used for advertisement of the position.)
The Controller, Foundation, reports to the Director of Finance for Development and Alumni Relations
and is responsible for the physical protection of the University and Foundation’s assets which includes
cash, checks, stocks, investments, land, and other non-liquid assets. The Controller manages the day
to day investments of the foundation and ensures sound fiscal management of the gift receipting
process on campus. The individual establishes and enforces policies and procedures for recording all
gifts in a timely manner and enforcing sound internal controls over the process.
2. List the major responsibilities, including percentage of time devoted to each. Provide
enough detail to enable a person outside the department to understand the job (percentage
first with heading and then bulleted information).
25% - Asset Processing Oversight
 Oversees processing and acknowledging of gifts, pledges, pledge payments, matching claims,
memorial gifts, in honor gifts, membership payments, and other contributions to the University
of Nevada, Reno (UNR), i.e., Board of Regents, Foundation, and Athletics Association at
University of Nevada (AAUN), which may often be of significant dollar values
 Reviews weekly work assignment schedules to maintain adequate staffing levels, and proper
daily and weekly reports to ensure that processing of incoming mail and donations occurs in a
timely and efficient manner
 Oversees the supervision (professional and classified staff) and hiring and training process for
all classified positions
 Coordinates and approves leave requests
 Maintains a schedule of annual review and merit dates and oversees the timely completion of
evaluation forms and personnal action forms
 Initiates and documents disciplinary actions
20% - Audit Oversight
 Oversees the year-end and interim audit work with external auditors for 3 separate entities
with concurrent audits
 Schedules work assignments for reconciliations, lists, and other items required for the annual
audits
 Answers questions for external auditors
 Oversees the year-end closing process to ensure that the Foundation, AAUN and AAUN
Endowment accounting records are accurate and complete in preparation for their annual
audits
 Prepares the audited financial statements for 3 separate entities in accordance with
Governmental Accounting Standards Board (GASB)
 Assists the UNR financial staff in rolling the Foundation statements up (prepares schedules
and answers staff or auditor questions regarding Foundation, AAUN and AAUN Endowment
financial statements)
20% - Daily Cash and investments Management
 Manages daily cash and investments in excess of $110 million dollars in accordance with the
guidelines of the investment committee
 Monitors and maintains cash flow projections and budgets to include forecasting activity in
accounts and projected cash needs on a daily, monthly, quarterly, and annual basis
 Produces quarterly investment reports to the investment committee
Position Description – Controller, Foundation
Page 3
20% - Financial Report Generation
 Generates monthly financial reports for departments on campus to reconcile their university
accounts
 Generates monthly financial statements for the Foundation, AAUN and AAUN Endowment for
presentation at board of trustee, executive committee, investment, and finance meetings
 Acts as the primary contact with campus staff regarding establishing new accounts,
processing gifts, and ensuring that contractual agreements with donors are followed
 Reviews and approves all journal entries
 Coordinates or performs internal audits on Foundation and University gift accounts
 Provides training classes to university staff on how to reconcile and manage accounts
15% - Internal Revenue Service Reporting
 Oversees the preparation of Internal Revenue Service (IRS) tax forms to include form 990
(return of organizations exempt from income tax), Form 1041 (returns for estates and trusts),
Form 5227 (split interest trust return), Form 1099 (miscellaneous income), Form 8283 (noncash charitable contributions appraisal summary), Form 8282 donee information return)
3. Describe the level of freedom to take action and make decisions with or without
supervision and how the results of the work performed impact the department, division and/or
the university as a whole.
Level of Freedom:
This position has minimal supervision and is responsible for the financial resources of the Foundation.
The decisions and judgments made by this position have an immediate impact on the perception of
donors, alumni and the public regarding the fiscal reputation of the university. The reports, analyses,
and information generated from the Foundation must be accurate, adhere to Nevada System of
Higher Education (NSHE) policies and procedures and the Internal Revenue Code.
Impact:
The Controller is of significant importance to the success of fundraising on the entire university
campus. This position is very visible to the public, potential donors and donors and therefore has a
direct impact on the perception of the university in its fundraising efforts. The finance related decisions
and judgments made by this position impact the reputation and credibility of the Foundation as well as
the entire University. The decisions and judgments made by this position will impact the annual
fundraising goals. Adverse information could potentially result in a loss of funding from private
sources.
4. Describe the knowledge, skills (to include cognitive requirement and verbal and written
communication), and abilities (to include task complexity, problem solving, creativity and
innovation) essential to successful performance of this job (in bullet format).
Knowledge of:
 General Accepted Accounting principles (GAAP), government Accounting Standards Board
(GASB), and Internal Revenue Code rules and regulations for 501c3 organizations
 Human resources management procedures and policies
 Thorough understanding of accounting principles and practices, budgetary process and
systems of internal control
 Federal tax laws for non-profit organizations, trusts and estates
 AICPA standards for financial statement presentation for non-profit organizations
 Revenue generation/fundraising techniques
 Endowment development
Position Description – Controller, Foundation


Page 4
All aspects of fundraising, including capital campaigns, major gift solicitation and cultivation,
planned giving, proposal and grant writing, annual fund solicitations, development events and
alumni relations events
Fundraising terminology and processes
Skills:
 Proficiency in use of a personal computer and current software applications including but not
limited to Microsoft Office Suite (Word, Access, Excel, PowerPoint, and email) and accounting
systems
 Strong leadership
 Organizational skills
 Analytical skills
 Higher level of interpersonal relationship skills
 Negotiation skills
 Computer applications and systems
 Decision making
 Planning
 Excellent verbal and written communication
Ability to:
 Establish internal accounting controls
 Prioritize and complete multiple tasks within time constraints
 Exercise sound judgment in the decision-making process
 Identify and resolve problems
 Allocate resources
 Work independently and exercise judgment, initiative, creativity, tact and diplomacy
 Wok productively with faculty, staff, peers, donors, trustees, advisory groups and university
administrators
5. Describe the type of personal contacts encountered in performing the duties of the job.
Explain the nature and purpose of these contacts: i.e., to provide services, to resolve
problems, to negotiate.
Internal
Vice President for Development
and Alumni Relations and
Legal Counsel for University and
Foundation
UNR Controller and staff
Campus administrators, faculty
and staff
AAUN & AAUN Endowment
administrators and staff
External
Donors and recipients of funds
Advisory groups on and off
campus
Investment Institutions
External auditors for both
Reason for Contact
To resolve problems with overdrawn accounts and answer
questions regarding appropriate use of gift funds
To resolve issues and answer questions
To provide direction, establish policies and procedures, initiate
change and resolve problems
To resolve problems, provide information, clarify issues and
explain actions
To resolve problems, provide information, establish policies and
procedures, initiate change, clarify issues and explain actions
Reason for Contact
To act as liaison in order to assure that required reports will be
prepared and forwarded to them
To make presentations regarding investment returns and the
policies of the university and Foundation with respect to donor
funds
To obtain services, open accounts, acquired or sell investments,
and resolve problems
To resolve issues and supply information
Position Description – Controller, Foundation
University and Foundation
UNR Foundation Investment
Committee and Audit Committee
Donors and other individuals
Page 5
To interpret policy, provide information, resolve problems and
initiate change
To answer questions, clarify issues, interpret policy and resolve
issues
6. Indicate the minimum qualifications which are necessary in filling this position should it
become vacant. Please keep in mind the duties/responsibilities of the position rather than the
qualifications of the incumbent.
a.
Minimum educational level, including appropriate field, if any.
Bachelor’s Degree from a regionally accredited institution with emphasis or major in
accounting, business administration, or finance
b.
Minimum type and amount of work experience, in addition to the above required
education necessary for a person entering this position.
Bachelor’s Degree and five years or a Master’s Degree and three years of
progressively responsible experience in areas of financial accounting and reporting,
management, tax return preparation, cash management and computer systems to
include at least three years in public accounting with a CPA firm and two years of
supervisory duties
Preferred Licenses or Certifications: None
c.
Indicate any license or certificate required for this position.
Certified Public Accountant