This position is responsible for various projects and reoccurring work as assigned by the Director of Donor Services and Associate Director of Quality Control and Business Rules. This position is primarily responsible for reports, ad hoc report development, reconciliation and monitoring of the fundraising and accounting database and gift acknowledgment management.
Essential Job Functions
Develop ad hoc reports for analysis regarding fundraising and revenue, donor demographics, quality checks and moves management interactions.
Daily, weekly, monthly, quarterly, and annual reports.
Responsible for Major Gift account; Narfe and Narfe reports.
Source code requests.
Prepare, validate, and track acknowledgments letters for failures and manual signatures. Monitor performance of acknowledgments via third party vendor. Update acknowledgement process and letters as needed.
Prepare reconciliation reports between the CRM and Financial databases and report discrepancies for review. Issue adjustments where necessary.
Provide backup quality control and Business rules to ensure staff is following the correct business and coding rules within the CRM database. Counsel staff when necessary regarding proper coding and business rules.
Bachelor's Degree in Computer Science or related discipline.
Experience in Microsoft Windows environment with working knowledge of Word and Access, with - Advanced knowledge of Excel. i.e., Pivot tables, import/export, and record merges etc. is a plus.
Experience using end-use data entry and query tools in a relational database.
Two years minimum job related experience.
Some data entry/team assistance is expected during the peak volume season which runs from November through January. Some data entry/team assistance is expected during the peak volume season which runs from November through January. Overtime is expected during the peak volume season. NOTE: During this time, paid time off must be pre-approved by the Manager of the department in no more than 1-week increments of time off.