Gifts Processing Consultant

SCOPE OF WORK  

• The Gifts Processing consultant plays a crucial role in supporting the Development team by ensuring the accuracy and timeliness of gift processing and maintaining the integrity of Salesforce data. This role requires an experienced individual to serve as the first point of review for batches keyed by the third-party caging vendor, reconcile each entry against submitted collateral, key in pledges and matching gifts, and process weekly revenue batches with particular attention to month-end close.  

• Serve as the first point of review for batches keyed by the third-party caging vendor; perform detailed review of each entry, reconcile against submitted collateral, note donor restrictions, and ensure transactions are linked to the correct accounts and the appropriate opportunities or pledges.  

• Key in pledges in accordance with guidance from the Director of Development Operations or VP of Finance, in addition to reviewing submitted batches.  

• Process weekly revenue batches accurately and on schedule, with particular attention to month-end close.  

• Maintain the integrity of donor data by updating address, contact preferences, and contact details identified during batch review.  

• Periodically monitor the caging vendor dashboard and key in voids for returned or voided checks.  

• Keep batch collateral current and follow up with the appropriate staff when documentation is missing or incomplete.  

• Flag systems issues identified during gifts processing to the supervisor and the Process and Information Management Team.  

• Process matching gifts and soft/hard credit designations.   

• Handle elevated volume during year-end and fiscal year-end giving surges with accuracy under deadline pressure.  

See full job description here.