Gifts and Records Analyst II

SUMMARY:

The Gifts and Records Analyst II is responsible for the accurate processing, recording, and reconciliation of gift and membership revenue. The position ensures accuracy and integrity of fund information, manages the Foundation’s credit card payment processors, and supports the entry and maintenance of biographical and constituent data for records in the donor database. The position supports the Financial Services department, providing excellent customer service as a liaison between the Foundation and its stakeholders.

BEHAVIORAL EXPECTATIONS:

• Follows the principles of the Foundation’s core values: trust, respect, integrity, and commitment
• Motivated to value-add to the success of the Foundation
• Effective communicator
• Collaborative
• Dependable
• Detail-oriented 
• Adaptable, receptive to change
• Teach through example and service
• Practice professional curiosity and desire to learn
• Excellent interpersonal skills and ability to work with a diverse constituency 
• Maintains confidentiality
• Works safely 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Process and oversee memberships, gifts, and pledges (cash, checks, securities, gifts in kind, credit cards, bank drafts, wires, matching gifts, payroll deductions, grants, gift annuities, memberships, estates, life insurance, etc.) from alumni, friends, corporations, foundations, and other constituents of the University based on current Foundation policies and procedures and IRS requirements
• Review gift agreements for accuracy and compliance with Foundation Gift Acceptance policies
• Manage and facilitate the process for creating and modifying funds, including reviewing all requests for restrictions, purpose, and accuracy, and coordinating with the Accounting Department as needed
• Perform and support cash and check revenue reconciliation, wire revenue reconciliation, and credit card revenue reconciliation for multiple feeder systems and merchant identification numbers
• Manage the Foundation's merchant IDs, payment processors, and payment gateways to ensure optimal service and efficiency
• Protect and enforce the privacy of donor records, including the management, organization, and security of donor files
• Serve as a liaison to donors and the University, providing exceptional customer service, with inquiries related to gift and membership records, policies, and procedures
• Support the preparation of gift and membership transactions received by the Foundation, and participate in the daily deposit of checks via virtual terminal deposit
• Support the creation and management of constituent records, including analyzing information and populating all appropriate data fields where information is available, such as names, addresses, phone numbers, relationships, employment records, interest codes, mail suppressions, mailing lists, student and other IDs, marital relationships, graduation and education information, and birth or death records

OTHER DUTIES AND RESPONSIBILITIES:

• Maintain awareness of issues within the advancement services profession and of the goals and activities of the Foundation and its stakeholders
• Remain current on IRS requirements and standards for gift acceptance and receipting as well as other policies and laws that impact gift processing and donor confidentiality, including CASE standards, PCI Compliance, GDPR, FERPA, HIPPA, and Oregon and federal laws
• Ensure that processing documentation is kept current and in compliance with new processing practices as they evolve
• Actively participate in relevant continuing education
• Participate in Foundation projects and perform other duties as assigned

COMPETENCIES AND EXPERIENCE:

• Typically requires a bachelor’s degree in accounting or finance
• Prior reconciliation experience preferred
• Proficiency with MS Office and advanced computer skills required (including a working knowledge of development and financial systems)
• Ability to think critically, learn quickly, multitask, and manage complex data sets in a sophisticated financial environment
• Strong written and oral communication skills, organizational and interpersonal skills
• Excellent attention to detail and accuracy
• Experience managing multiple assignments/projects and conflicting priorities with the pressure of short, demanding deadlines in a fast-paced environment

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

• This job is conducted in an office work environment, sitting most of the time
• Approximately 90% of this position’s duties require use of a computer
• Must be able to exert up to 20 lbs. of force occasionally
• Some travel may be required