Personal Development. Professional Acheievement
Equal Opportunity Employer
The Won Institute of Graduate Studies admits students of any race, color, religion, national or ethnic origin, age, sex, sexual orientation, marital status, military status, veteran’s status, or disability to all the rights, privileges, programs, and activities generally accorded or made available to students. It shall not discriminate on the basis of race, color, religion, national or ethnic origin,age, sex, sexual orientation, marital status, military status, veterans status,or disability in administration of its educational policies, admission policies,employment policies, scholarship or loan programs, and other education-related programs administered by the Institute. The Affirmative Action policy of the Won Institute is that all educational, admission and employment practices reflect the statements in the Policy of Non-Discrimination.
The Won Institute is the only regionally accredited Buddhist institution of higher learning on the Eastern Seaboard and one of only six institutions nationwide which are accredited by both a regional accreditor (in this case the Middle States Commission on Higher Education) and the Accreditation Commission for Acupuncture and Oriental Medicine (ACAOM). The Won Institute is an equal opportunity employer.
Alumni Association Volunteer Administrator
The primary purpose of the Alumni Association Volunteer Administrator position is to create a new Won Institute Alumni Association by forming the Steering Committee to elect the founding officers. The new Alumni Association’s elected President will provide representation for alumni within the Won Institution and be responsible for the organization of a yearly alumni event. The Administrator will assist the Association President in carrying out their duties.
Time: Yearly appointment (maximum of 2 years)
JOB TITLE: Alumni Association Volunteer Administrator
REPORTS TO: Marketing & Development, Board of Trustees Alumni Representative
COORDINATES: Formation of Alumni Association Steering Committee; Initial voting-in of founding Alumni Association officers.
COMPENSATION: $2,000.00 yearly stipend; $1,000.00 expense budget
The Alumni Association Volunteer Administrator will provide administrative support and coordination for the formation of the Won Institute Alumni Association. The Administrator will be charged with contacting alumni, identifying interested parties, and organizing an initial steering committee of alumni representatives from all programs. The Administrator will form, organize, and facilitate the initial meetings of the steering committee, which will result in the selection of the Founding Alumni Association Officers. Once formed, the Alumni Association will facilitate the organization of a yearly event with the assistance of the Alumni Association Volunteer Administrator.
Responsibilities include the following:
- With the direction of Marketing & Development and the Board of Trustees Alumni Representative, the Administrator performs administrative duties including but not limited to: contacting alumni from all current and past programs, communicating with the registrar regarding alumni records, updating contact information, formation of the Steering Committee, setting meetings, and miscellaneous related administrative tasks.
- Development of an Alumni Association Charter and By-Laws
- Management of and record keeping for the expense budget
- Off-site meetings as needed by the Steering Committee
- Several on-site meetings
- Bi-monthly email updates submitted to Marketing & Development and the Board of Trustees Alumni Representative
Qualifications & Skills
Qualified applicants must be Won Institute Alumni from any program. Applicants should possess strong organizational skills, project management skills, and the ability to work independently with no supervision. Interested parties may submit a letter of interest to the Board of Trustees Alumni Representative Kalpana Patankar at [email protected].
Chief Financial Officer
The Won Institute is seeking a Chief Financial Officer to serve as an integral part of the Senior Management Team and oversee all financial aspects of the Institute. We are seeking to fill the position for a starting date in fall 2020. This is a full time position reporting to the President. Interested candidates should send their CV and Letter of Interest to [email protected] by July 31, 2020.
POSITION TYPE: Administration
JOB TITLE: Chief Financial Officer
REPORTS TO: President
DIRECT REPORTS: Finance Officer, Senior Accountant, Marketing Manager
Reporting to the President, the Chief Financial Officer serves as the staff liaison to the Finance Committee of the Board of Trustees. The CFO is responsible for all financial transactions that affect the Won Institute across the operating and endowment accounts. The incumbent will partner with the senior leadership team and the Board of Trustees to develop and implement financial processes, programs, and strategies across the organization.
Responsibilities include the following:
- Oversee the accounting department to ensure proper maintenance of all accounting systems and functions, and supervising finance staff. Creates and maintains the appropriate segregation of duties regarding staff functions as they relate to account receivables, account payables, and credit card transactions. Ensures maintenance of appropriate internal controls and financial procedures. Ensures that all financial transactions are appropriately reported on the general ledger and reconciled to transactional documentation on a timely basis.
- Examines invoices and approves for processing
- Confirms the accuracy of payroll transmission
- Ensures proper processing of cash receipts and expenses related to petty cash, bookstore, and clinic transactions
- Oversees compliance with all Title IV regulations for reporting, accounting standards, and federal funds management.
- Oversees cash, investment, and asset management as well as all external financial services relationships. Manages and analyzes the cash flow ensuring the availability of cash to meet payroll and operating expenses, including seasonal borrowing from bank lines of credit.
- Prepares financial reports for review and analysis for the President and the Board of Trustees including quarterly financial, variance analysis, and budget projections of planning initiatives. Engage the President and Finance Committee of the Board of Trustees to develop short-, medium-, and long-term financial plans and projections.
- Prepares financial reports for accrediting and governmental agencies within prescribed due dates.
- Oversee the preparation and communication of monthly and annual financial statements, ensuring timeliness, accuracy, and usefulness of financial and management reporting for the President, senior management team and Board of Trustees.
- Oversee the marketing and development departments, including the maintenance of the donor database using Salsa software. Ensure that the Institute’s branding and messaging are consistent across all platforms and are appropriate to an institution of higher education.
- In coordination with the senior leadership team and staff, develops strategic plans and annual operating plans and budgets.
- Develops and utilizes forward-looking, predictive models and activity-based financial analyses to provide insight into the organization’s operations and business plans. Serve on planning and policy-making committees.
- Develops and coordinates the budget development and approval process including budget templates and estimates of operating income and expenses for review by the President
- Coordinates internal and external audit reviews, regulatory reporting, and appropriate filing of tax schedules. Reviews and evaluates existing internal controls to ensure fiscal accountability and compliance with appropriate regulations.
- Ensure legal, regulatory, and GAAP compliance regarding all financial transactions and functions
- Coordinate the preparation of financial statements, financial reports, special analyses, and information reports
- Develops technology initiatives to ensure appropriate efficiencies and services. Creates, coordinates, and evaluates the financial programs and supporting information systems of the company to include bookkeeping, enrollment management, budgeting, tax planning, real estate, and conservation of assets.
- Coordinates with Chief Administrative Officer and Chief Academic Officer to ensure that student financial services which include financial aid, bursar, and registrar function (exclusive of academic policy consideration) comply with federal and state requirements. Works to ensure a student-focused and efficient process in the collection of fees and the servicing of student loan requests.
- With the President, Chief Academic Officer, Chief Administrative Officer and consistent with the priorities of the Board of Trustees, provides the necessary links between institutional planning and budgeting.
- Directly supervise the Finance Officer, Senior Accountant, Marketing Manager. Dotted line supervision of the President’s Assistant with respect to Development duties of that role.
- Creates a Personal Development Plan which includes:
- Keeping current on legal, financial and other compliance matters specific to non-profit educational institutions.
- Professional conferences or webinars related to industry trends, strategic challenges and other developments affecting non-profit educational institutions
- Prepares an annual self-evaluation and review with the President
- Develops an understanding of “Best Practices” as they relate to financial administration.
- Recruit, train, supervise, and evaluate department staff (includes a detailed short- and long-term personal development program for the Director of Finance).
- B.S. in Finance or Accounting, a CPA and/or MBA preferred.
- Significant experience in, or, knowledge of nonprofit accounting, including student lending foundation, program, and grant accounting, compliance, Title IV funds, and reporting. Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles. Knowledge of monitoring and reporting of federal and state educational agencies.
- Knowledge of automated financial and accounting reporting systems; experience with Sage Cloud preferred, but not required. Experience with Populi enrollment management software is a plus. Experience with donor management software a plus. Experience working with information technology specialists to manage finance and accounting software packages.
- Work requires professional written and verbal communication and interpersonal skills. Ability to produce quality materials within specified timeframes and simultaneously manage multiple projects.
- Demonstrated leadership ability, and interpersonal skills enabling the incumbent to work in a complex, inter-functional and diverse cultural environment.
- Ability to analyze financial data and prepare financial reports, statements, and projections. Analytical, abstract reasoning skills and excellent organization skills.
- Experience in strategic planning and execution.
- Comfortable with and respectful of the institution vision, mission and goals.
Interested candidates should send their CV and Letter of Interest to [email protected] by July 31, 2020.
Part-Time Clinic Receptionist
The Part-time Clinic Receptionist reports to the Clinic Director and the Lead Receptionist. The candidate will have flexible hours and also should be available to substitute for other receptionists. The Clinical Receptionist is often the first administrative contact for patients, visitors, and event attendees; they schedule all
appointments and communicate with the patients. They also are responsible for maintaining the records associated with the clinics.
Clinic Receptionists must possess a high school diploma or GED equivalent as well as strong written and oral communication skills. The Clinic Receptionist must also have highly developed technological skills to effectively manage the various coordinations and scheduling of clinics. S/he must have the ability to understand and maintain institutional compliance with regulations regarding the aspects of medical record keeping. As such, s/he must be organized and efficient. S/he must possess strong multi-tasking skills. The Clinic Receptionist must also be able to work well within our culturally diverse community of students, staff, and patients. The Clinic Receptionist must be able to relate and communicate with students, staff, and patients in an efficient and effective manner. The Clinic Receptionist is responsible for overseeing that all safety measures related to virus/pandemic mitigation in the reception and waiting area are followed.
Specific Job Functions
● Answering & checking phone messages of clinic and Institute phone lines and effectively
directing/screening calls to the appropriate department
● Answering & checking clinic emails in an efficient and timely manner
● Forwarding institutional emails to the appropriate department
● Receiving & delivering Institute postal mail & packages
● Making copies of clinic paperwork as needed
● Coordination & tracking of events
● Collecting and recording of daily finances for clinics and events
● Provide training, as needed, to students using the Google calendar for appts
● Preparing Extended Acupuncture Receipts for patient reimbursement, documentation, & insurance
● Must be trained in and abide by in FERPA, HIPAA, and Title IX requirements
● Must uphold any and all safety regulations, processes, and procedures associated with COVID-19
Applicants can submit a cover letter and resume to the Clinic Director, Doreen Lafferty at [email protected].