Gift and Fund Financial Services Officer

Key Responsibilities

• Oversee the accurate and timely posting of gifts, accounts receivable, and other receipts to the general ledger, ensuring compliance with accounting standards and organizational policies.
• Develop, implement, and maintain internal controls and procedures related to receipt processing, documentation, and segregation of duties.
• Partner with donor operations teams to support donor stewardship activities and reporting, enhancing the overall donor experience.
• Create, maintain, and update gift fund structures and general ledger accounts to support organizational and philanthropic initiatives.
• Aid in the implementation and integration of CRM systems, ensuring data integrity and alignment with financial operations.
• Assist with the evaluation, acceptance, and accounting treatment of complex gifts, including real estate, planned gifts, artwork, and limited partnership interests.
• Provide financial analysis and guidance related to gift acceptance, stewardship, and fund management.
• Prepare investment account opening documentation and coordinate updates to authorized account signers as needed.
• Prepare audit schedules, confirmations, and supporting documentation for annual financial audits and other audit-related requests.
• Train and mentor new and existing staff on departmental processes, procedures, and backup responsibilities.
• Develop, maintain, and update training materials to ensure consistency and knowledge transfer across the team.
• Collaborate with cross-functional departments and participate in interdepartmental initiatives to improve operational efficiency and effectiveness.
• Foster positive working relationships through effective communication, teamwork, and collaboration with colleagues and leadership.
• Perform additional duties and special projects as assigned to support evolving organizational needs and priorities.

Job Qualifications

• Education: Bachelor's degree required; graduate degree preferred.
• Experience: Three to Five years of related experience required. Experience in nonprofit finance, contract compliance, grants management, nonprofit governance, and transactional activities preferred.
• Skills: Strong communication and interpersonal skills. Excellent organizational, project management, and problem-solving abilities. Ability to analyze complex data and exercise sound judgment. Proficiency in Microsoft Office and database systems; experience with Raiser's Edge, Financial Edge, and grantmaking software preferred. Ability to work independently and collaboratively in a fast-paced environment.

Additional Requirements

• Strong customer service orientation.
• Valid driver's license required.

Employee Benefits

• Medical, Dental, and Vision insurance plans are provided at no cost for all full-time staff.
• CCF contributes 10% of all full-time employee's salaries into our 403b retirement plan.
• CCF subsidizes monthly transit passes for staff who commute via public transportation.
• CCF offers an assortment of snacks available to all staff in our breakrooms, and an on-site fitness center.
• After one year of service, all full-time employees are eligible for tuition reimbursement of up to $15,000 for higher education.
• CCF also offers a student loan repayment program of $100/month for all full-time employees after one year of service.

Disclaimer

This description should not be construed to contain every function or responsibility that may be required to be performed by an incumbent in this job classification. This job description is intended to be general and will evolve over time. The description is subject to periodic updating.