Gift Processing Coordinator

Company : The University Of Toledo Foundation

Job Description - Gift Processing Coordinator

PRIMARY RESPONSIBILITY:
Responsible for processing a diverse range of gift transactions, sometimes of a complex and higher-level nature, in a prompt and accurate manner in addition to other basic accounting functions.

SPECIFIC DUTIES:
The following duties reflect management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Ownership of the accounts receivable/gift processing process:

Gift receipt: code, review, ensure compliance with policy.
Gift receipt: stock, mutual fund, planned gift, gift in kind.
Gift corrections.
Pledge receipt: set-up, code, review, restructure.
Gift acknowledgment letters.
Pledge reminders.
Act as a liaison to University stakeholders for matters relating to gifts.

General Accounting:

Prepare routine journal entries.
Prepare gift account reconciliations.
Assist in annual audit.
Assist in calendar year-end tax receipts.
Other duties and back-up/cross-training responsibilities as assigned.

QUALIFICATIONS:

Bachelor’s degree in accounting or finance or equivalent work experience in a business setting; One (1) year minimum experience with a Bachelor’s degree; Three (3) years or more without a Bachelor’s degree.
Previous experience with donor management software preferred.
High proficiency level with Microsoft Word and Excel required.
Demonstrated ability to pay strong attention to detail with strong analytical skills required.
Demonstrated ability to work independently and as part of a team required.
General understanding of accounting principles including fund accounting required.

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Gift Processing Coordinator

Job Description - Gift Processing Coordinator

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