General Summary of Position Responsibility:

The accurate and timely entry of gift data is the first step in the proper cultivation and stewardship of a donor and one of the most important functions of Children’s Memorial Foundation. The Manager of Development Financial Services is responsible for ensuring accurate and timely gift entry and the generation of accurate tax receipts, overseeing the daily productivity of the Development Financial Services Specialists, identifying problem areas and/or solutions that have the potential of significantly improving gift processing procedures, performing internal audit of outstanding pledges on a quarterly basis and ensuring that monthly pledge reminders are produced accurately and timely, and supervising the banking (receivable’s edge) and web (convio) systems as it relates to new gifts.

This position will also assist other members of the Finance team to coordinate the financial close of each month to ensure that donor information is recorded properly in Raisers Edge and all financial reports are reconciled. The Manager of Development Financial Services will also assist the Director of Foundation Finance with financial reporting, planning, budgeting, fund management and overall financial operations.

Essential Job Functions:

• Oversight of donor database, Raiser’s Edge ("RE"), including batch entry process, gift adjustments, queries.
• Ensure operation performance measurements and productivity levels of Development Financial Services Specialists are met as defined by Director of Foundation Finance and Senior Management.
• Manage the daily gift batch preparation for all donations timely and accurately, including downloading from lockbox (currently Chase Receivables’ Edge), utilizing PaperSave Pro, and reconciling web Convio software sync’d to RE. Requires good working knowledge and accounting for differences between cash vs revenue. (processing cash/checks, credit card, ACH/Wire, payroll deductions, Web, stock gifts, matching gifts, and gifts in kind)
• Assist with interim and year end Children’s Memorial Medical Center audit as needed and directed by Director of Foundation Finance. Specifically responsible for inquiries contribution cycle testing surrounding gifts and agreements. To do so requires daily confirmation all gifts are accompanied by accurate Gift Transaction Entry (GTE) forms and relevant information provided by the donor, Foundation Development Officer and Prospect Manager and bank detail to ensure the gift is processed into correct donor record, fund ID, campaign ID, and appeal code per donor intent.
• Record Gift Adjustments in Raisers Edge and post to Adjustment Log for appropriate month end journal entry. Ensure reconciliation with Raisers Edge and Lawson.
• In collaboration with IT department, sync all web gifts utilizing Convio software into batch. Process and post credit card transactions and refunds and follow up on declined payments by phone calls or letters. Requires collaboration with Foundation Corp/Fnd team and Annual Giving teams.
• Prepare and reconcile financial reports including but not limited to: quarterly past due pledge report, quarterly holding review, AO Profitability Report, Division Revenue Report, Comprehensive Campaign reports, Write Off detail.
• Supervision of the matching gift processing as required and follow up monthly on outstanding matching gifts.
• Assist Director of Foundation Finance with financial reporting, planning, budgeting, fund management for all of the Foundation operations and affiliated organizations.
• Assist with the maintenance of database integrity - including identifying and merging duplicate records, moving gifts out of holding in a timely manner, and selected quality control checks on committed batches in Raisers Edge.
• Review the tax receipting of all gifts by type (event, tribute, pledge and standard) to ensure accurate, efficient and timely generation. Review receipts for accuracy according to system records according to Foundation policies and procedures.
• Respond to customer inquiries related to donation processing issues including Fund Directors and all Foundation liaisons. This may include gift designations, credit card updates or denials, tax receipts, and tribute summaries.
• Performs cash management duties at CMF (ie: Radiothon’s) or Affiliated Organization Events.
• Other duties as assigned including support to the Fund Accounting and Finance team and gift entry during peak volumes.

Requirements:

Undergraduate degree from an accredited college or university in business, information management or computer science or comparable experience required.

Advanced skills in Raiser’s Edge fundraising database preferred.

Basic understanding of gift processing and database management in a non-profit setting.

Three to four years experience in Fund Accounting experience preferred.

Advanced skills in spreadsheet preparation and knowledge of general ledger systems required; knowledge of Lawson preferred.

Ability to maintain strict confidentiality with respect to sensitive data required.

Attention to detail and the ability to prioritize and manage projects to ensure all deadlines are met is essential.

Ability to work independently and meet deadlines in a fast paced team environment with minimum supervision.

Ability to work efficiently and accurately with details and fluctuating work volumes.

Excellent interpersonal and communication skills including the ability to collaborate and build relationships cross-functionally using tact, diplomacy and teamwork.

Dexterity to operate computer equipment required.

Self-motivator with a positive attitude and a strong drive for results