SUMMARY
The Gift Accounting & Data Specialist will assist with the accounting and processing of gifts, pledges, payments and adjustments received by Connecticut Children’s in the Foundation’s databases. The role is expected to adhere to Connecticut Children’s Foundation policies regarding donor intent, gift/pledge revenue recording and ensure gifts are properly entered into the donor databases so that donors will be properly acknowledged and receipted, gift records are accurate and gifts are processed and accounted for in a timely manner. In addition, the incumbent will assist with other database management tasks as needed, including data entry.
ROLE RESPONSIBILITIES
• Assist with the accounting, processing, receipting and acknowledging of gifts, pledges, pledge payments, matching gifts, memorial and honor gifts, and other contributions to the organization as needed to ensure accurate recording of donor intent.
• Monitor, adjust, and assure that all corresponding information in the database are updated and maintained as gifts are processed following organizational timelines, policies and procedures.
• Assist with daily balancing of gift entries, cash deposits, credit card transactions, ACHs, EFTs, stock transfers and other items as needed to ensure a smooth month end close with Finance.
• Assists with the month end close.
• Support the reporting needs for departments within the Foundation.
• Serve as primary data administrator, updating donor biographical information and research-related updates.
• Serve as a backup to other Foundation Operations staff on high volume days, vacations or as assigned.
• Organize and maintain the integrity of gift hardcopy and electronic filing systems that adhere to Connecticut Children’s policies and procedures.
• With Prospect Research Team and Stewardship & Donor Relations Team, use Social Media to proactively find names; check for existing contact/account and record creation
• With Prospect Research team, assist with EPIC patient screenings
• Manage the input and uploading of large gift data inputs as needed.
• Provide frontline staff and leaders with system reporting to ensure gift reporting needs are met and maintained to support frontline fundraisers successful achievement of revenue goals.
• Assist with event, contact and mailing lists, RSVPs, and briefings on an as needed basis.
• Establish and maintain endowed funds agreement process.
• May need to work occasional weekends and evenings.
• Performs other duties as assigned.
EDUCATION and/or EXPERIENCE REQUIRED
Associates Degree or relevant experience and training required. A minimum of three years of experience in fundraising database gift accounting, management, book-keeping, and/or accounting.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED
• Intermediate business and professional knowledge and experience working with Salesforce, Classy, iWave and Microsoft Office products, specifically MS Excel, MS Access and MS Word.
• Demonstrate understanding of gift data administration and ability to develop approaches and manage work to ensure the highest quality outcomes and deliverables for internal/external customers.
• Demonstrative skills in quality assurance, mathematical, organizational, accuracy and analytical skills.
• Exceptional judgment, integrity and ability to exercise discretion handling confidential and sensitive financial and personal information.
• Demonstrate flexibility and ability to work with a positive attitude in a team-oriented environment.
• Exceptional data entry speed and accuracy.