- Records gifts received in support of University and Healthcare advancement activities.
- Uses knowledge of relational database concepts, CRM system requirements, and referential integrity to ensure that gift information is accurate and up to date.
- Accurately determines donor intent and gift purpose in recording gift checks and other giving instruments in the donor records CRM system by reviewing relevant documentation and CRM data.
- Prepares gift batches in front end processes using OCR scanning tools and transaction processing technology to capture gift input data and generate balancing and routing document.
- Processes gifts and records entries in a timely manner.
- Processes gifts and pledges in accordance with Emory policies, IRS regulations, and FASB and the Council for Advancement and Support of Education guidelines.
- Reviews and checks data printouts for accuracy and makes appropriate corrections.
- Pulls gift transaction data from third party platforms and/or credit card processor websites.
- Uses spreadsheet formulas and functions to prepare data for input and perform reconciliations.
- Prepares large mailings.
- Manages customer requests using enterprise-wide service request software.
- Manages office supply/inventory, coordinates the shipping, storage, and reordering of materials as needed, working with team members in the department and outside vendors.
- Performs related responsibilities as required.
- Work additional hours and some holidays during peak times including but not limited to fiscal year end and calendar year end activity.
- Serve as the primary point of contact with the vendor and LITS to troubleshoot and resolve technical issues with scanning process.
- Provide administrative support for team projects, document imaging and filing, reconciling and submitting transaction reports.
- A high school diploma and three years of experience in an office setting OR an equivalent combination of experience, education, and/or training.
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Gift Accounting Specialist - Atlanta, United States - Emory Healthcare
Description
Overview:
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of our academic community.
Description:The Division of Advancement and Alumni Engagement (AAE) utilizes resources, technology, and business for the purpose of constituent engagement, donor research, solicitation, and stewardship throughout Emory University and Health Systems. Our mission is to inspire and steward meaningful, lasting relationships that elevate engagement and giving to fulfill Emorys mission to serve humanity. AAE is a high-performance team built on innovative ideas, trust, and accountability. We foster collaborative connections and value Diversity, Equity, and Inclusion.
JOB DESCRIPTION:
MINIMUM QUALIFICATIONS:
NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department of work. Emory reserves the right to change remote work status with notice to employee.
Additional Details:Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at V) | TDD). Please note that one-week advance notice is preferred.