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Gift Accounting Specialist

Company: Oregon State University Foundation
Location: Corvallis
Posted on: July 12, 2019

Job Description:

Reporting to the Sr. Gift Accounting Technician, this position is responsible for performing all functions related to gift processing that support the fund-raising efforts of the University with emphasis on OSU Athletics fundraising-- As part of the Finance department, this position will work with a team-oriented approach to gift processing, customer service, and other philanthropy services including donor acknowledgement and recognition. Work Location The work location for this position will be the Corvallis, Oregon office. Key Partners The key partners for this position include employees in Advancement Records, and OSUF fundraisers.-- Measures of Success Provide accurate and timely processing of gifts consistent with donor wishesProvide timely responses to donor and internal customers' inquiriesDevelop cooperative and helpful working relationships with other members of the gift accounting team Major Duties Develop, document, audit, and perform daily and monthly gift entry activities to ensure that donor gifts are processed accurately according to donor wishes and department productivity, procedures and quality standards.-- Research issues to confirm and implement donor wishes. Accurately input and administer daily gift transactions.-- Review and/or perform all pledge payment entry, credit card and recurring gift transactions. Perform all gift adjustments and corrections; maintain department copies for audit purposes.-- Coordinate with department staff to identify and develop gift entry processes and schedules to meet needs related to special events and other special projects. Work with others to develop, review, and update department data and gift entry policies and procedures to ensure they reflect current entry standards, and support effective staff training and monthly audit procedures.-- Create and maintain biographical records in the development database, including donor information, address update, marital status changes; link entity records to matching gift company records. Using Desktop Deposit program, prepare daily bank deposit; batch checks; update and reconcile batch book, and travel by car to make bank deposits. Sort and open all OSU Foundation incoming mail under dual control, sort out checks, date stamp all back up, endorse checks, and photocopy back up and checks as necessary. Process all on-line gift transactions and administer the reoccurring credit card process. Perform clean-up projects or audit data base as needed in order to keep data up to date. Participate in cross training in all other gift processing functions.-- May be required to work longer hours and some weekends during peak work load periods which occur at fiscal year end (June 30) and calendar year end, including during calendar year-end holidays.-- Perform other duties as assigned. Required Knowledge, Skills and Abilities Comprehensive knowledge of:-- a large relational data base such as Sunguard Higher Education Advance or other large development data basebasic IRS requirements for processing gifts in an organization that is a 501 (C) 3 non-profitcheck processing, sorting and batching Proven skill in:-- the use of Microsoft Word and Excelwritten and oral communicationdemonstrating and providing exceptional customer services to donors, development officer and OSU staff while processing gifts, monitoring funds, depositing funds, and answering gift-related questionsworking in a collaborative way and responding in an effective manner to urgent problems and unexpected requests Demonstrated ability to:-- learn daily deposit process using Desktop Deposit softwareresearch issues using tools available; including web-base researchprioritize and work efficiently to meet deadlines with a keen attention to detailbe flexible and to work constructively as change occursjuggle various duties at one timebe flexible enough to change priorities as needed for work loadwork congenially with staff, administration, faculty and otherswork in fast paced, high production unitoccasionally work more than eight hours per day, including some weekend hours around fiscal and calendar year endsdemonstrate sound judgment and high integrity to work appropriately with confidential informationbe aware of, control, and express one's emotions appropriately, and to handle interpersonal relationships maturely, thoughtfully and empathetically, including the ability to work with individuals from diverse backgroundsoccasionally drive an automobile for work-related activitieswork in an open cubicle environment and do extensive and repetitive keyboarding tasks, requiring ability to concentrate over conversations and other background noiseseffectively work in a team environment Physical Requirements / Work Environment Regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer and telephone keyboardClose vision requirements due to computer workRegular, predictable attendance is required; may require occasional weekend and evening work, particularly during end of calendar year and end of fiscal yearConstant contact with others (face-to-face, by telephone, or otherwise)Exposure to moderate noise, i.e. work colleagues, business office with computers, phones, and printersRegularly sitting/standing a computer for an extended period of time Education and Experience Minimum Requirements Associate's degree and two years of experience with cash handling, check processing, sorting and batching of gift receipts and experience working with a large, relational database. Valid Oregon driver's license required. Education and experience equivalencies may be considered.-- Core Values The OSU Foundation strives to be one of the best places to work in the country. We know that the success of the Foundation depends in large part on the people who carry out our mission. It's what we do ---and how we do it -- that makes the difference. The Foundation's core values reflect our approach to work and to each other, and we are committed to conduct consistent with these values. collaborative -- responsible -- respectful -- inclusive -- innovativeOregonLive.com.Category: Administrative, Keywords: Finance Clerk

Keywords: Oregon State University Foundation, Corvallis , Gift Accounting Specialist, Accounting, Auditing , Corvallis, Oregon

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