The Financial Coordinator provides effective database management and gift processing support for the Finance and Advancement Departments. This position has primary responsibility for processing all cash and in-kind donations and acknowledging donations in a timely and accurate manner. The Financial Coordinator maintains donor database integrity, associated software maintenance and reporting, and assisting with training for Catholic Charities and partner agency staff. The position handles donor and agency inquiries and maintains accurate and updated donor mailing lists in Raiser's Edge and Constant Contact.
Essential Duties
Gift Processing
- Process all monetary gifts, in-kind donations, pledges, and other donor-related transactions into Raiser's Edge in an accurate and timely fashion.
- Generate and send timely donor acknowledgments, resending as needed.
- Acknowledge major donors giving through third party programs (PPUW, Benevity, etc.).
- Generate and send all tax credit information forms and all year-end tax statements.
- Reconcile funds and prepare donations per internal control policy.
- Provide support as needed during the annual audit and fiscal year-end closing processes.
- Serve as a backup to the Finance & Payroll Manager to process payroll.
Database and Software Administration
- Maintain current and accurate donor information in Raiser's Edge.
- Update information such as no-mailing requests, returned mailings, deceased records, and requested donor information changes.
- Develop and run reports and ad-hoc queries from Raiser's Edge as needed or upon request.
- Provide Raiser's Edge database support and training to partner agency (PIH) as needed.
- Regularly update e-mail solicitation and newsletter mailing lists in Constant Contact.
Donor and Agency Inquiries
- Serve as first line of contact for donor inquiries regarding donations already made to the agency, either resolving or passing on to staff as appropriate for follow up.
- Stay current in knowledge of agency services, priorities, and initiatives.
Competencies
- Excellent organizational skills and attention to detail, with an emphasis on timeliness and accuracy.
- Self-motivated with ability to meet deadlines and demonstrated ability to work under pressure.
- Ability to work with others in a collaborative and customer service-oriented manner.
- Detailed and strong organizational skills, with ability to prioritize multiple important tasks.
Work Environment
- A majority of the assigned duties are performed in an office environment.
- The employee is subject to both inside and outside environmental conditions.
- Reasonable accommodation can be made to enable people with disabilities to perform the described essential functions of this position.
This description is not intended, and should not be construed, to be an exhaustive list of all responsibilities, skills, efforts, or working conditions associated with this job. It is intended to be an accurate reflection of the principal job elements essential for making compensation decisions.
PI215197416