PRIMARY RESPONSIBILITY:
Responsible for processing a diverse range of gift transactions, sometimes of a complex and higher-level nature, in a prompt and accurate manner in addition to other basic accounting functions.
SPECIFIC DUTIES:
The following duties reflect management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Ownership of the accounts receivable/gift processing process:- Gift receipt: code, review, ensure compliance with policy.
- Gift receipt: stock, mutual fund, planned gift, gift in kind.
- Gift corrections.
- Pledge receipt: set-up, code, review, restructure.
- Gift acknowledgment letters.
- Pledge reminders.
- Act as a liaison to University stakeholders for matters relating to gifts.
General Accounting:- Prepare routine journal entries.
- Prepare gift account reconciliations.
- Assist in annual audit.
- Assist in calendar year-end tax receipts.
- Other duties and back-up/cross-training responsibilities as assigned.
QUALIFICATIONS:- Bachelor’s degree in accounting or finance or equivalent work experience in a business setting; One (1) year minimum experience with a Bachelor’s degree; Three (3) years or more without a Bachelor’s degree.
- Previous experience with donor management software preferred.
- High proficiency level with Microsoft Word and Excel required.
- Demonstrated ability to pay strong attention to detail with strong analytical skills required.
- Demonstrated ability to work independently and as part of a team required.
- General understanding of accounting principles including fund accounting required.
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The University of Toledo Foundation