To provide current and potential donors with quality services that includes accurately recording pledges and payments and answering financial related questions
Areas of Responsibility:
Other duties may be assigned to meet business needs. Support for Accounts Receivable and Accounts Payable.
- Process all campaign type donor pledges, payments, and designations timely and ensure accuracy of entry and maintenance of Andar donor database structure
- Prepare the Andar Donor Choice payouts in accordance with UWCF Standards:
- Perform other duties as assigned with primary support for Accounts Receivable and Accounts Payable
- Provide leadership to others through example and sharing of knowledge/skills
- Participate in proactive team efforts to achieve departmental and company goals
- Follow all organization’s policies, practices, and procedures
- Prepare periodic reviews of Andar Pace Report collections and final report summary for VP of Finance and Committee review
- Perform procedures to ensure for completeness that all Andar envelopes are physically accounted for and independently reviewed and filed
- Prepare monthly Andar billing statements
- Prepare monthly pledge reconciliations
- Prepare and submit tax receipts and reports for donors
- Research and retrieve GCL and Truist donor data and payments
- Confirm designations prior to payout
- Prepare and issue Andar email to donor choice recipients
- Prepare Andar donor choice definitions used to determine which are due
- Ensure fees are calculating properly
- Review payout reports for accuracy & forward to Finance for final review and payment
- After payouts, respond to donor choice recipient inquiries with data retrieval and update their Andar contact information
- Report annual donor choice totals on the Allocable Dollar Pool Budget
- Manage the process for regional campaign donations to various United Way agencies with monthly payouts and reports
Educational Background:
AA/ AS degree required. Bachelor’s degree in Business Administration or Finance preferred.
Skills/Experience:
- Ability to read and interpret documents and financial reports. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from customers or members of the business community.
- Ability to calculate figures and amounts.
- Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
- Strong data entry skills and 10-key touch calculator
- Proficient personal computer skills including e-mail, recordkeeping, routine database activity, excel spreadsheet manipulation, word processing, importing and exporting data, etc.
- Proficient database query skills
- Excellent customer service and time management skills including ability to work independently
- Ability to handle multiple tasks simultaneously
Job Function:
Organization Info
Listing Stats
Post Date:
Apr 6 2018
Active Until:
May 6 2018
Hiring Organization:
United Way Worldwide
industry:
Nonprofit