Your Role
Gift Processing Management
• Supervise and mentor the Gift Processing team, providing direction, training, and feedback. Foster a collaborative and efficient work environment to ensure timely processing of all gifts.
• Lead and manage the gift processing function and provide backup data entry assistance when necessary.
• Ensure that effective processes are in place to follow up on gifts received with missing, incomplete, or unclear information, and that effective procedures are in place to provide oversight to the entire process for handling all pledge and gift payments throughout the system.
• In coordination with the Associate Director, Stewardship, work with program staff to ensure that restricted gifts are tracked and are spent appropriately. Develop procedures to ensure that accurate and timely reporting is being provided to donors who have given restricted gifts.
• Continuous focus on operations improvement for gift acknowledgments, tax substantiation, and quarterly pledge reminders processes.
• Ensure that the transaction processing and financial reporting components of the “Pledge to Cash” business process are working efficiently and effectively. Manage key internal controls to ensure that all gifts are recorded accurately and on a timely basis, there is appropriate documentation supporting the gifts, and that the funds received are properly safeguarded.
• Coordinate with the Development team to contact donors to resolve issues or concerns.
• Refine and manage reconciliation of gift data across multiple systems with Raiser’s Edge being the primary system of record.
Reporting and Analysis
• Work closely with National Development in issuing financial annual performance reports to endowment and other donors.
• Responsible for producing and presenting Campaign Revenue Forecasting pledge receivable aging and write-off
• reports.
• Prepare various financial campaign revenue reports (e.g., daily gift report, weekly and monthly campaign reports),
• providing accurate updates that are distributed to National Development, Regional Offices, and lay leaders.
• Finance Collaboration
• Assist with reconciliation between the financial accounting system (NetSuite) and the donor management system (Raiser’s Edge NXT) and the bank.
• Serve as the lead contact for colleagues requesting that new gift codes are created and ensure that any new codes.
• Coordinate with the Finance, Business Analyst/Database Administrator, and Development Business Operations Team. Review and plan for outstanding matters of importance and discuss ways to continuously streamline and improve the Pledge to Cash business process through technology and other innovative ideas.
• Ensure that there is continuous and collaborative communication on all relevant matters with the National Development Department, Regional Offices, and IT. Coordinate with the Senior Development Director, Operations and Associate Director, Data Applications, Operations to ensure that financial systems and procedures are effectively aligned with Development operations and policies.
Supervisory Role
Small office/team of 1-3
Education, Training, and Experience
• Excellent supervisory skills with a strong background in team synergy
• Extensive technical expertise in nonprofit CRMs, including data architecture, system integrations, automation workflows, and reporting tools. Experience with Raiser’s Edge NXT preferred.
• Bachelor's degree (Finance or Business preferred) or relevant work experience
• Minimum of 5 years of related work experience (gift processing and record keeping in a not-for-profit organization)
• Strong customer service orientation and skills
• Working knowledge of Microsoft Office Suite software
• Experience using general ledger systems (a plus)
Job Type: Full-time
Pay: $110,000.00 - $120,000.00 per year
Schedule:
• 8 hour shift
People with a criminal record are encouraged to apply
Work Location: In person
