Gift and Data Mgt. Specialist

Job Responsibilities

• Use the fundraising database to process all types of gifts;
• Ensure that gifts are recorded, receipted, and reported to reflect the donors' intentions while conforming to specified legal, IRS, CASE, and internal policies and procedures.
• Deposit checks daily, process receipts, refunds, adjustments and transmit activity to the general ledger.
• Adhere to internal procedures including a daily cash log and reconciling gifts, check scanning and direct deposit to our financial institution.
• Maintain accurate and organized gift files and data management documentation.
• Maintain standard operating procedures for all gift and data management processes.
• Produce reports for a variety of external data sources; including annual fundraising reports for publication through independent school associations (VSE and NAIS).
• Validate data changes using social media, online directories, online services, volunteers and staff.
• Verify data integrity and data accuracy using customized audit reports.
• Create and update biographic/gift records for donors and alumni utilizing systems to manage data imports and exports.
• Analyze complex gift entry scenarios requiring collaboration between multiple departments and external business partners.
• Perform high volume of advanced data entry tasks to update and accurately maintain biographic and gift information.
• Research, compile, and analyze information from multiple systems to maintain data.
• Affiliate with testing data processes and implementing new systems.
• Affiliate with creating and maintaining online event registration forms and transactions, including payment processing and reconciliation.
• Affiliate with training colleagues as it pertains to accessing and navigating the database, locating information and interpreting data.

Position Requirements

• Education: Associate’s degree required or a minimum of 3+ years of work related experience.
• Experience: Experience with relational databases; Experience with fundraising tools; for example, Raiser’s Edge, RENXT, Blackbaud CRM, Millenium, Ellucian, Omatic, iModules, EverTrue or GiveCampus. 3+ years’ office experience desired; 3+ years’ office experience and familiarity with general accounting principles desired; 3+ years of managing data in an operational environment.
• Organizational, analytical and problem solving skills; Skilled written and verbal communication; Capability to work individually and as part of a team; Capacity to quickly and independently learn PEA and Advancement specific policies, procedures, and terminology; Experience creating and maintaining standard operating procedures; Streamlining business process and data management practices highly desired.
• Skills & Knowledge: Excellent data entry skills with an emphasis on accuracy; Understands relational database architecture and how data is used and shared with various campus entities; Ability to create and maintain database queries; Strong interpersonal skills with ability to develop and maintain collegial relationships; Respect for diversity of identities and experiences, an orientation toward equity and inclusion, and cultural competency in all aspects of Academy life; Excellent written and verbal communication skills; Demonstrated ability to work with students by building trust and credibility; Excellent analytical and problem solving skills as well as a strong customer focus; A strict adherence to confidential policies is required; Ability to work independently and handle multiple priorities and deadlines simultaneously; Proficient in MS Office or similar products; Willingness and ability to learn additional applications as needed; High degree of organizational skills with the ability to be flexible and multi-task with accuracy; Ability to follow verbal and written directions, maintain a professional demeanor and restraint at all times, including stressful situations; Requires long periods of mental concentration and attention to detail.

Additional Requirements

• Successfully complete a criminal background check (reviewed every 5 years).