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 Development Financial Analyst is responsible for accurate and timely gift entry, generating receipts, assisting with preparing gifts for deposit, managing imaging / copying files, answering donor inquiries. This position will also assist other members of the Foundation Finance team to coordinate the financial close of each month to ensure that donor information is recorded properly in Raisers Edge and transferred into the Lawson system. This is critical to ensure accurate financial data needed to successfully cultivate and steward prospects and donors.

Essential Job Functions:

• Processes all gift donations in the Foundation’s database (Raiser’s Edge) timely and accurately, including cash/checks, credit card, ACH/Wire donations, payroll deductions, Web donations, stock gifts, matching gifts, and gifts in kind. Minimum standard of 800 gifts/records processed per week on average.
• Ensure gifts are processed into correct donor record, fund ID, campaign ID, and appeal code by utilizing Gift Transaction Entry (GTE) form and accompanying information provided by the donor, Foundation Development Officer and Prospect Manager and bank detail.
• Ensures that Batch Commit total in Raisers Edge ties exactly with Finance Batch Register Control report. Discrepancies are immediately reconciled to ensure accurate financial data.
• Maintain and organize all audit batch files and assist with preparation of bank deposit, updating Cash Handling Units database, and reconciliation of financial queries. Assist Director of Foundation Finance and Accounting Assistant with daily and monthly reconciliations to the General ledger as defined.
• Process and post credit card transactions and follow up on declined payments by phone calls or letters. Updates accounts in the Raisers Edge database.
• Enter and report pledges (and installments) and event revenue. This includes updates to event registration and linking the gift to the event module.
• Process matching gift forms as required and follow up quarterly on outstanding matching gifts.
• Assist with interim and year end Children’s Memorial Medical Center audit as needed and directed by Director of Foundation Finance.
• Assist with the maintenance of database integrity - including identifying and merging duplicate records, moving gifts out of holding in a timely manner, creating new donor records with accurate data.
• Facilitate the tax receipting of all gifts by type (event, tribute, pledge and standard) accurately, efficiently and timely. Review receipts for accuracy according to system records according to Foundation policies and procedures.
• Track donations received as a tribute in the database.
• Respond to customer inquiries related to donation processing issues. This may include gift designations, credit card updates or denials, tax receipts, and tribute summaries.
• Performs cash management duties at CMF or Affiliated Organization Events, offsite, and at times during non- standard work week hours.

Requirements:

Undergraduate degree from an accredited college or university in business required.

Advanced skills in Raiser’s Edge fundraising database.

Understanding of Convio preferred.

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

Discretion with confidential materials required.

Attention to detail and the ability to prioritize are essential.

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

Ability to take initiative and proactively follow up with customers in a timely manner.

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

Ability to communicate (verbal and written) positively with both internal and external customers using tact, diplomacy and teamwork.

Dexterity to operate computer equipment required.