Gift Intake Analyst
The University of California, San Diego
About this position
Position Overview
Advancement Services within Advancement is responsible for providing gift policy and infrastructure support in fundraising; processing, accounting for, and stewarding all charitable gifts to both UC San Diego and the UC San Diego Foundation; and overseeing the operations of the legally separate incorporated 501c3 charity, the UC San Diego Foundation. These areas not only represent the highest risk fiduciary operations in Advancement and one of the highest risks on the campus, but they are also highly unique on the campus. No other campus unit has the delegated authority to process and receipt gifts or directly manage financial investments. The campus foundations are legally separate and have a separate fiduciary board of trustees. Accordingly, due to the complex nature of operations and oversight for a foundation, the fiduciary risk, and the magnitude of funds involved, there are reputational, legal, IRS, accounting, and donor relations requirements that must be adhered to. Functional areas of Advancement Services include UC San Diego Foundation Board Operations and Management; Gift Services and Accounting (comprised of Gift & Foundation Accounting and Gift Services), Investment Operations, and the Office of Gift Policy Administration and Donor/Fund Stewardship.
Position Description
The Gift Intake Analyst independently performs complex analytical functions related to the initial gift analysis, classification, and acceptance of all incoming gifts, memberships, pledges, and private grants to the UC San Diego Foundation and to The Regents. The incumbent must be able to understand and apply internal auditing policies and generally accepted accounting policies/principles to review and analyze completeness and accuracy of all gift related financial activities. The position requires the incumbent to demonstrate extraordinary standards of care and understanding of risks, fiduciary obligations, and internal control issues to ensure compliance with IRS regulations, UC San Diego Foundation, Campus and UC Office of the President Accounting policies and procedures. The position is responsible for all gift processing including cash handling operations, credit card transactions, financial recording of UC San Diego Foundation and the Regents gifts and preparation of all gift, reporting, and biographical data for input into a complex alumni/donor database - Blackbaud CRM. The incumbent will act as primarily liaison with the Development Office, Campus departments, OPAFS, the UC San Diego Foundation Accounting Office, the Office of Contract and Grant Administration among other financial and accounting entities to resolve gift processing issues. Uses professional concepts. Applies organizational policies and procedures to resolve various issues. Works on problems of limited to moderate scope where analysis of situations or data requires a review of multiple factors. Exercises judgment within defined procedures and practices to determine appropriate action. Contacts are primarily internal to the department, but may also be external.
Qualifications
Bachelor's degree or equivalent experience in Accounting or Business. In addition, a specific verifiable requirement is the successful completion of college level accounting courses through the intermediate accounting level. Strong analytical, research, and comprehension skills; ability to analyze and summarize accounting data; develop strategies for problem resolution as well as completing projects and tasks in a timely and accurate manner. Demonstrated ability to understand and work with gift policies, donor recognition, major gifts, annual giving, and special gifts .Demonstrated knowledge of and extensive work experience in the application of theories, principals, and practices of accounting with emphasis on internal controls and review. Demonstrated ability to understand and use complex law, policies and procedures with emphasis on IRS laws governing charitable giving. Working knowledge of finance policies, practices, and systems. Ability to gather reasonably retrievable information to organize, and perform basic financial analysis assignments. Demonstrated ability to effectively present information verbally and in writing clearly and concisely. Demonstrated ability using spreadsheet and database software for moderately complex financial analysis, fiscal management, and financial reports. Demonstrated interpersonal skills at all levels within the unit; excellent service orientation and critical thinking skills; and attention to detail. Demonstrated ability using organizational skills to multi-task in a high volume environment. Ability to adapt to changing priorities. Ability to function as a member of a team. Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. Demonstrated knowledge and skill in using automated accounting and database systems and familiarity with automated input, review and reconciliation of journal entries, ledger accounts, and credit transactions. Demonstrated understanding of a corporate or non-profit/government environment dealing with high volume and complex transactions involving cash receipts/sales/gifts through the accounting system, up to and including general ledger and financial statement outcome. Demonstrated skill in use of Word, Access, Excel or similar software. Good mathematical ability, with skill to comprehend and perform standard and complex calculations. Ability to apply such knowledge to the task at hand. Ability to compile data, reconcile balances, and present numerical information in a logical, consistent and comprehensive format. Proven oral and written communications skills to effectively with people in conversation and/or to compose correspondence to clearly and concisely provide accurate information. Ability to establish and maintain supportive interpersonal relationships with coworkers and customers and to provide quality and courteous services to internal and external customers. Demonstrated ability to assess job needs and job-related demands, establish priorities and manage multiple tasks simultaneously.