Manager, Gift Operations

SUMMARY

This position will support the Senior Manager, Gift Operations in oversight of the daily financial reconciliation of the organization’s keying/caging vendor functions and in-house gift entry, ensuring organizational business rules are followed, data entry is accurate and timely, and discrepancies or other data issues are promptly identified and addressed. This role will liaise with USA for UNHCR’s Finance team on transactional reconciliation, as well as coordinate all gift-related updates and reporting necessary to support the monthly financial reconciliation and will be responsible for ensuring gift entry is complete and accurate. In this role, the Manager of Gift Operations will also oversee quality assurance processes for transactional and biographical record hygiene and will regularly coordinate with Gift Operations, Business Systems, and other staff across departments to ensure reliable processing and optimal efficiency, proactively offering recommendations and solutions that enhance existing gift entry and reconciliation processes and improvement of data quality. The Manager will also provide support with gift uploads, as needed, including managing files from our caging vendor and other third-party revenue sources.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Financial Reconciliation, Gift Uploads, and Data Quality (60%)

• Supports gift upload process for caging vendor:


• Ensures daily files are posted, data is accurate, and delivery is aligned with established Service Level agreements


• Promptly notifies staff of successful data transmissions, processing delays or other changes in gift processing status that can impact teams’ work and reporting


• Conducts weekly audits of Direct Mail gift documentation to ensure accurate entry, resolving action flags denoting the need for further staff assistance


• Monitors rejected payment reports and resolves upload exceptions


• Manages weekly acknowledgement file pull 


• Oversees data quality for keyed and uploaded transactions


• Reviews in-house gift batch entry (direct key and uploads) and troubleshoots errors in fund, source, and PSP coding, also reviews biographical data entry, makes adjustments in a timely manner


• Develops QA processes for monitoring accuracy of transactional and biographical data entry (both direct key and uploaded data)


• Collaborates with the Donor Care and Business Systems teams on the identification, troubleshooting and timely resolution of data integrity issues, offering recommended solutions for future improvement and assisting with data clean-up efforts


• Supports the Senior Manager on monthly reconciliation processes with the Finance team, ensuring that all gifts are committed within 3 - 5 business days of the close of the month; provides troubleshooting support for batch exceptions, gift uploads and financial reconciliation:


• Generates necessary gift reporting from Salesforce on a daily, weekly and monthly basis


• Works closely with the Finance team and gift officers to ensure compliance with internal earmarking policies and IRS regulations for charitable gifts


• Provides expertise on gift acceptance policies and procedures


• Posts all recorded transactions and adjustments to Intacct (general ledger)


• Supports credit card payment processing functions for monthly donors; proactively identifies and communicates errors or discrepancies

General Team Operations (40%)

• Serves as the primary backup for the Senior Manager, Gift Operations and is cross functionally trained on all gift processing and upload functions


• Responds promptly and professionally to assigned cases in Salesforce Service Cloud


• Updates and maintains job knowledge by participating in educational and professional development opportunities; monitors industry trends, recommends changes to staff roles and responsibilities to follow best practices and meet changing needs and support fundraising initiatives


• Maintains all policies and procedures manuals for the Gift Operations team and updates as necessary; manages the Gift Operations team SharePoint site


• Manages a Coordinator level position, oversees his/her performance and fosters his/her professional development


• Able to work in a limited capacity during the December holidays (between December 26th and January 1st)

 

QUALIFICATIONS  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

EDUCATION and/or EXPERIENCE ·      

• 6-8 years’ experience in gift administration, donor/customer relations, data systems, fundraising or related field


• Bachelor’s degree preferred


• In lieu of education/degree requirements, a successful candidate will:


• o Understand how to collaborate with a variety of different people and roles


• o Show strong growth mindset and are able to learn from setbacks


• o Are comfortable with ambiguity and can break it down as part of a cross-functional team


• o Be willing to confront complex problems head on, without fear of lack of solution


• o Be relationship-driven, partnership driven, and adaptable


• o Value diversity and take pride in cultivating an atmosphere of inclusion of various thoughts, perspectives, identities, and expressions


• Experience with fundraising CRMs is required; experience in Salesforce NPSP and Salesforce Service Cloud strongly preferred


• Ability to quickly learn and adapt to new software specific to department or institutional needs and train users on gift processing policies and procedures


• Demonstrated experience and knowledge of applicable IRS regulations regarding philanthropic contributes and Generally Accepted Account Principles (GAAP)


• Strong knowledge of gift processing procedures, established record of database management, fundraising processes, and donor relations


• 2+ years of people management experience preferred


• Must be able to organize and prioritize work, be proactive, take initiative, resolve problems, and manage multiple priorities to ensure goals are met within a timely manner


• Demonstrated ability to work successfully under pressure and independently; able to consider processes end-to-end and anticipate downstream effects


• Ability to work across teams to collectively achieve desired results


• Very strong communication skills, both written and verbal


• Proficiency in Microsoft Office (Word, Excel, PowerPoint)


• Proven ability to manage time and juggle multiple priorities


• Ability to independently lead a project and serves as a functional SME for department


• Demonstrates creativity, intellectual curiosity, and innovation on a consistent basis


• Demonstrates detail orientation and accuracy in all aspects of the job


• Demonstrates the ability to function as a self-manager


• Effectively communicates both verbally and in writing


• Ability to analyze information and make informed decisions


• Ability to collaborate with peers and take direction from leadership to accomplish tasks


• Demonstrates passion, the willingness to go the extra mile, and stellar customer service skills


• Demonstrates passion for U4U’s mission

 

WORK LOCATION

Hybrid + Washington, DC + May also involve travel to some locations within the company’s region of operations and select donor locations.

COMPENSATION

$76,161 - $95,201

DISABILITY SPECIFICATIONS

USA for UNHCR will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.

USA for UNHCR is an Equal Opportunity Employer. Refugees and all other protected classes are encouraged to apply.