Associate Director, Fund Management (CHOC Foundation)

Work Location: Orange, California

About the Role

The Associate Director, Fund Management is responsible for the financial stewardship, administration, and oversight of restricted and temporarily restricted funds, ensuring compliance with donor intent, grant requirements, and organizational policies. This role partners closely with Foundation leadership, hospital departments, finance, and program managers to monitor fund utilization, analyze financial performance, and ensure philanthropic resources are managed effectively in support of the organization's mission. The Associate Director oversees fund management processes, including monitoring expenditures, reviewing donor gift agreements, managing budgets, preparing financial analyses and reports, and coordinating annual grant administration. This position serves as a key liaison between the Foundation and hospital partners, ensuring funding commitments are fulfilled, financial information is accurate and timely, and donor-funded programs remain compliant with organizational and audit requirements.

Responsibilities

• Oversee financial stewardship and administration of restricted and temporarily restricted funds.
• Ensure compliance with donor intent, grant requirements, and organizational policies.
• Monitor fund utilization and analyze financial performance.
• Manage fund management processes, including monitoring expenditures and reviewing donor gift agreements.
• Prepare financial analyses and reports.
• Coordinate annual grant administration.
• Serve as a liaison between the Foundation and hospital partners to ensure funding commitments are fulfilled.
• Ensure financial information is accurate and timely.
• Maintain compliance of donor-funded programs with organizational and audit requirements.

Requirements

• Minimum five (5) years of progressively responsible experience in performing financial accounting functions and office administrative functions.
• Preferred: Minimum five (5) years of experience with database management and development of policies and procedures.
• Experience working in a non-profit or not-for-profit environment.
• Associate degree in Finance, Business Administration, or equivalent professional experience.
• Preferred: Bachelor's degree or equivalent experience in Finance or Business Administration.

Skills

• Able to read, write, and speak with professional quality.
• Proficient in computer and software programs necessary for the position (e.g., Word, Excel, PowerPoint, Access).
• Able to operate and troubleshoot basic office equipment.
• Strong interpersonal skills to relate and communicate positively, effectively, and professionally with others.
• Leadership abilities, including assertiveness and consistency in enforcing policies.
• Ability to work calmly and respond courteously under pressure.
• Strong communication skills (in person, in writing, and on the telephone).
• Critical thinking and independent work capabilities.
• Basic math and statistical functions.
• Ability to manage multiple assignments and work well under pressure.
• Problem-solving and organizational skills.
• Attention to detail and accuracy.

Work Environment

• Sedentary role with very light energy level.
• Lifting requirements: Lift 10 lbs. box overhead, lift and carry 15 lbs., push/pull 20 lbs. cart.
• Physical activities: Bending, carrying objects, climbing, keyboard use/repetitive motion, pinching/fine motor activities, push/pull, reaching forward, reaching overhead, sitting, squatting/kneeling/crawling, standing, talking or hearing, twisting, walking, wrist position deviation.
• Lifting frequency: Occasional (0-35%) lifting from floor to waist level and waist level and above.
• Sensory requirements: Color discrimination, depth perception, far vision, hearing, near vision.
• Environmental conditions: Exposure to airborne communicable diseases, bloodborne pathogens, chemicals, dust particulate matter, extreme noise levels, extreme temperatures, radiation, uneven surfaces or elevations.

Pay

Pay Range:

• Minimum: $59,342
• Midpoint: $89,003
• Maximum: $118,685

Rate of pay is determined by various factors, including but not limited to knowledge, skills, competencies, experience, education, as well as position requirements.