Donor Financial Reporting Officer
Top Benefits
About the role
Please refer to the
How to Apply for a Job (for External Candidates)
job aid for instructions on how to apply.
If you are an active McGill employee (ie: currently in an active contract or position at McGill University), do not apply through this Career Site. Login to your McGill Workday account and apply to this posting using the Find Jobs report (type Find Jobs in the search bar).
University Advancement (UA) promotes McGill to its global community and to the public, engaging alumni, volunteers and friends of the University, and building on McGill’s record of fundraising success in support of University priorities.
By joining UA, you can be part of a dynamic, exciting and growing team of professionals that is making an extraordinary impact on the world by advancing the philanthropic and engagement ambitions of McGill University.
To find out more about UA, please visit us at
www.mcgill.ca/advancement/ua-careers
.
Position Summary:
Under the direction of the Director of Finance, the Donor Financial Reporting Officer will oversee financial donor reporting and compliance related to gift agreements. They will also assist with other related tasks namely related to the donation of securities to the University.
Primary Responsibilities:
- Prepare complex and diverse financial reports for donors on the value or spending of their philanthropic contributions. Work with various information systems to extract and reconcile information.
- Review, manage and report on McGill’s financial obligations related to gift agreements and liaise with parties across the University to ensure that related accounting entries are performed when needed.
- Investigate gift compliance issues and facilitate their resolution with other parties as needed.
- Perform ad hoc financial modeling to support major gift financing.
- Provide information to Gift Agreement Officers in relation to financial data pertaining to philanthropic gifts. Validate accuracy in proposed budgets and/or financial information contained in MOAs.
- Review, analyze, and support the clearance process for donation of securities to the University. Act as liaison between donors, brokers and the University as it relates to the donation of public shares and mutual funds.
- Assist with continuous improvement initiatives within portfolio, including the implementation, evaluation and development of processes, procedures and workflows, to enhance the ability to produce high-quality donor financial reports.
- Perform other financial-related duties across Advancement Operations as required.
Other Qualifying Skills and/or Abilities
- Proven experience in a related financial function, with preference for a philanthropic setting. Bachelor’s degree in accounting, finance or related field.
- Excellent interpersonal and communication skills both spoken and written.
- Proven ability to act with diplomacy, tact and diligence with internal or external clients.
- Demonstrated ability to manage competing priorities when high demand for documentation and/or reports or other information.
- Proven ability to work quickly under tight deadlines and with quick turnaround times, while maintaining a high level of accuracy.
- Ability to work autonomously and as part of a team in a complex, changing, fast-paced environment.
- Advanced knowledge of Excel.
- Proven ability to communicate in French and English, spoken and written.
Additional Information:
Testing may be administered.
#LI-HYBRID
As one of Montreal's Top Employers, here is what we offer:
- Competitive benefits package (Health, Dental, Life Insurance) (if eligible)
- Defined contribution pension plan (with employer contribution up to 10%) (if eligible)
- Group Registered Retirement Savings Plan (RRSP) and Tax Free Savings Account (TFSA)
- Competitive vacation policy
- Two (2) personal days
- Two (2) floating holidays
- Nine (9) "Summer Fridays" - paid days off between the St-Jean Baptiste holiday and Labour Day
- Paid time off over the December holiday period
- Tuition waiver for regular employees and their dependents
- Up to two (2) days of remote work per week where the position permits
Before applying, please note that to work at McGill University, you must be both authorized to work in Canada and willing to work in the province of Quebec at the campus where the position is based / located.
Knowledge of English: McGill University is an English-language university where day to day duties may require English communication both verbally and in writing. The level of English required for this position has been assessed at a level # 3 on a scale of 0-4*.*
For a definition of our language proficiency levels, please click
here
.
Minimum Education and Experience:
Bachelor's Degree 3 Years Related Experience with Bachelor’s Degree /
Annual Salary:
(MPEX Grade 05) $71,890.00 - $89,860.00 - $107,830.00
Job Profile:
MPEX-FIN2B - Accounting - Professional 2
Hours per Week:
33.75 (Full time)
Supervisor:
Director Finance
Position End Date (If applicable):
Deadline to Apply:
2025-08-07
McGill University hires on the basis of merit and is strongly committed to equity and diversity within its community. We welcome applications from racialized persons/visible minorities, women, Indigenous persons, persons with disabilities, ethnic minorities, and persons of minority sexual orientations and gender identities, as well as from all qualified candidates with the skills and knowledge to productively engage with diverse communities. McGill implements an employment equity program and encourages members of designated groups to self-identify. Persons with disabilities who anticipate needing accommodations for any part of the application process may contact, in confidence,
accessibilityrequest.hr@mcgill.ca
.
About McGill University
McGill University is one of Canada's best-known institutions of higher learning and one of the leading universities in the world. With students coming to McGill from some 150 countries, our student body is the most internationally diverse of any research-intensive university in the country. McGill was founded in 1821 thanks to a generous bequest by James McGill, and since then, we've grown from a small college to a bustling university with three campuses, 11 faculties, some 300 programs of study, and more than 37,500 students. The University also partners with four affiliated teaching hospitals to graduate over 1,000 health care professionals each year.
The goal of McGill University's social media platforms is to strengthen our community, which includes students, faculty, and alumni. The aim is to provide information on events, campus news and promote networking.
McGill University fosters freedom of expression, while valuing respect and collegiality. We encourage respectful dialogue and reserve the right to remove the following: Comments deemed offensive, vulgar or profane; comments off-topic and/or unrelated to posted content; content that infringes on an individual's privacy or copyright.
Donor Financial Reporting Officer
Top Benefits
About the role
Please refer to the
How to Apply for a Job (for External Candidates)
job aid for instructions on how to apply.
If you are an active McGill employee (ie: currently in an active contract or position at McGill University), do not apply through this Career Site. Login to your McGill Workday account and apply to this posting using the Find Jobs report (type Find Jobs in the search bar).
University Advancement (UA) promotes McGill to its global community and to the public, engaging alumni, volunteers and friends of the University, and building on McGill’s record of fundraising success in support of University priorities.
By joining UA, you can be part of a dynamic, exciting and growing team of professionals that is making an extraordinary impact on the world by advancing the philanthropic and engagement ambitions of McGill University.
To find out more about UA, please visit us at
www.mcgill.ca/advancement/ua-careers
.
Position Summary:
Under the direction of the Director of Finance, the Donor Financial Reporting Officer will oversee financial donor reporting and compliance related to gift agreements. They will also assist with other related tasks namely related to the donation of securities to the University.
Primary Responsibilities:
- Prepare complex and diverse financial reports for donors on the value or spending of their philanthropic contributions. Work with various information systems to extract and reconcile information.
- Review, manage and report on McGill’s financial obligations related to gift agreements and liaise with parties across the University to ensure that related accounting entries are performed when needed.
- Investigate gift compliance issues and facilitate their resolution with other parties as needed.
- Perform ad hoc financial modeling to support major gift financing.
- Provide information to Gift Agreement Officers in relation to financial data pertaining to philanthropic gifts. Validate accuracy in proposed budgets and/or financial information contained in MOAs.
- Review, analyze, and support the clearance process for donation of securities to the University. Act as liaison between donors, brokers and the University as it relates to the donation of public shares and mutual funds.
- Assist with continuous improvement initiatives within portfolio, including the implementation, evaluation and development of processes, procedures and workflows, to enhance the ability to produce high-quality donor financial reports.
- Perform other financial-related duties across Advancement Operations as required.
Other Qualifying Skills and/or Abilities
- Proven experience in a related financial function, with preference for a philanthropic setting. Bachelor’s degree in accounting, finance or related field.
- Excellent interpersonal and communication skills both spoken and written.
- Proven ability to act with diplomacy, tact and diligence with internal or external clients.
- Demonstrated ability to manage competing priorities when high demand for documentation and/or reports or other information.
- Proven ability to work quickly under tight deadlines and with quick turnaround times, while maintaining a high level of accuracy.
- Ability to work autonomously and as part of a team in a complex, changing, fast-paced environment.
- Advanced knowledge of Excel.
- Proven ability to communicate in French and English, spoken and written.
Additional Information:
Testing may be administered.
#LI-HYBRID
As one of Montreal's Top Employers, here is what we offer:
- Competitive benefits package (Health, Dental, Life Insurance) (if eligible)
- Defined contribution pension plan (with employer contribution up to 10%) (if eligible)
- Group Registered Retirement Savings Plan (RRSP) and Tax Free Savings Account (TFSA)
- Competitive vacation policy
- Two (2) personal days
- Two (2) floating holidays
- Nine (9) "Summer Fridays" - paid days off between the St-Jean Baptiste holiday and Labour Day
- Paid time off over the December holiday period
- Tuition waiver for regular employees and their dependents
- Up to two (2) days of remote work per week where the position permits
Before applying, please note that to work at McGill University, you must be both authorized to work in Canada and willing to work in the province of Quebec at the campus where the position is based / located.
Knowledge of English: McGill University is an English-language university where day to day duties may require English communication both verbally and in writing. The level of English required for this position has been assessed at a level # 3 on a scale of 0-4*.*
For a definition of our language proficiency levels, please click
here
.
Minimum Education and Experience:
Bachelor's Degree 3 Years Related Experience with Bachelor’s Degree /
Annual Salary:
(MPEX Grade 05) $71,890.00 - $89,860.00 - $107,830.00
Job Profile:
MPEX-FIN2B - Accounting - Professional 2
Hours per Week:
33.75 (Full time)
Supervisor:
Director Finance
Position End Date (If applicable):
Deadline to Apply:
2025-08-07
McGill University hires on the basis of merit and is strongly committed to equity and diversity within its community. We welcome applications from racialized persons/visible minorities, women, Indigenous persons, persons with disabilities, ethnic minorities, and persons of minority sexual orientations and gender identities, as well as from all qualified candidates with the skills and knowledge to productively engage with diverse communities. McGill implements an employment equity program and encourages members of designated groups to self-identify. Persons with disabilities who anticipate needing accommodations for any part of the application process may contact, in confidence,
accessibilityrequest.hr@mcgill.ca
.
About McGill University
McGill University is one of Canada's best-known institutions of higher learning and one of the leading universities in the world. With students coming to McGill from some 150 countries, our student body is the most internationally diverse of any research-intensive university in the country. McGill was founded in 1821 thanks to a generous bequest by James McGill, and since then, we've grown from a small college to a bustling university with three campuses, 11 faculties, some 300 programs of study, and more than 37,500 students. The University also partners with four affiliated teaching hospitals to graduate over 1,000 health care professionals each year.
The goal of McGill University's social media platforms is to strengthen our community, which includes students, faculty, and alumni. The aim is to provide information on events, campus news and promote networking.
McGill University fosters freedom of expression, while valuing respect and collegiality. We encourage respectful dialogue and reserve the right to remove the following: Comments deemed offensive, vulgar or profane; comments off-topic and/or unrelated to posted content; content that infringes on an individual's privacy or copyright.