University of California-Berkeley
Senior Gift and Support Services Analyst (4628U), Gift Services - 81426
University of California-Berkeley, Berkeley, California, United States, 94709
Overview
At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom and belonging makes it a special place for students, faculty and staff. We seek applicants who reflect California's diversity and support an inclusive, equity-focused community that views education as a matter of social justice. Berkeley is a world-leading institution known for academic and research excellence, a public mission, a diverse student body, and a commitment to equity and social justice. UC Berkeley provides space for supportive colleague communities and offers professional development opportunities for full-time staff. Departmental Overview Gift Services is the office of record and receipts for gifts, pledges and payments for UC Berkeley and serves as the campus’ delegated authority for internal financial and policy controls for gift processing. Gift Services supports units that deposit gifts and manage constituent data. Staff provide customer, transactional and functional service to donors and colleagues in alignment with applicable policies and practices. Position Summary This position supports Gift Services’ role as the office of gift, pledge and payment records and receipts by applying a wide range of expertise on advancement, campus, IRS, and cash handling policies to thousands of gifts annually. The role includes process improvement and collaboration with partners and donors to ensure compliance. Senior gift analysts coordinate one to three support, cash or non-cash functions (e.g., workplace giving, EFT, gift intake, suspense account or adjustments) of moderate to high complexity and mentor staff who support these functions. Application Review Date The First Review Date for this job is: 10/09/2025. Responsibilities Gift Processing, Research and Analysis — Cash (checks, EFT, credit cards, etc.) and Non-cash (securities, pledges, gifts-in-kind, etc.) transactions: Manages two essential Gift Services functions: online giving & gift support; may focus on or assist other cash or non-cash tasks or functions Acts as first escalation contact for issues that arise within each function purview. In collaboration with Gift Services leadership and gift support staff, defines and monitors a support model that delivers excellent donor and campus partner service. Mentors staff. Understands and monitors UDAR and campus departmental purviews to connect donors with appropriate service contacts and understand stakeholder status. Monitors help desk processes and resources, including the help desk email and phone lines Fields standard inquiries from donors and colleagues, including accepting payment by phone, triaging requests to subject matter experts, fulfilling requests for tax documents, providing payment instructions, reissuing receipts, confirming gifts for matching purposes. Applies comprehensive knowledge of constituent database (CADS), cash deposit tools and systems (e.g. remote deposit software, bank lockbox, swipe terminals), campus deposit system (CDS), online gift charging platform (Cybersource), and various data entry and retention application tools (e.g. Excel, Smartsheet) to reconcile, review, process, and approve standardized financial data and transactions from intake to receipt. Regularly collaborates with campus colleagues to collect and substantiate donor giving intent per campus, UDAR, Gift Services and advancement industry policies and best practices. Escalates complex policy or practice decisions or judgment calls to supervisors. May participate in gathering gift documentation for external audits. As needed, assists with physical collection, opening, triaging of mail; scanning, storing and queuing gift documents for review and entry; preparation of printed tax receipts for mailing. Organizational Effectiveness Ensures process efficiency within all functions under purview. Collaborates with Gift Services, UDAR, and campus colleagues to identify, define, analyze and resolve processing issues as they arise. Contributes to improvement projects as tester, innovator or engaged participant to address and remove obstacles to efficient gift processing and analysis workflows. Utilizes campus, UDAR and Gift Services strategic plans as guides in collaborative efforts and team and individual goals. Engages in Gift Services’ annual strategic and operational planning efforts, including skill and knowledge refresher training. Mentors and/or trains new or existing staff in functional workflows, processes and tools. Participates in Gift Services knowledge management by creating resources or reference guides, and ensures they remain up-to-date. Monitors personal effectiveness and seeks assistance and support when needed. Organizational Culture & Inclusion initiatives Engages with colleagues and teammates per Berkeley's principles of community and Gift Services team-created values. Participates in tools and discussions focused on UDAR and campus Inclusion initiatives. Regularly reviews, and mentors staff in, ensuring equitable practices in staff hiring, onboarding, and training practices. In collaboration with leadership, coordinates staff connection opportunities. Professional Development Proactively seeks opportunities for development of skills, training, networking. Participates in goal-setting within current coaching and evaluation framework. Utilizes industry, campus and team resources for expanding knowledge and skill set. Regularly recommends staff for professional development projects or tasks. Required Qualifications Excellent interpersonal skills, including effective verbal and written communication, mentoring, active listening, and demonstrated sound judgment in decision-making. Employs strong analyst skills, attention to detail, research, problem-solving, and critical thinking. Excellent customer service skills (positive, helpful attitude and friendly demeanor) to be used when communicating with donors and colleagues in person, via telephone, and by email or other written communication. Demonstrated strong organizational skills and ability to hold oneself accountable to deadlines, collaborative projects, and work tasks. Ability to work effectively under pressure, handling large volumes of transactions while meeting deadlines. Ability to learn, analyze, interpret, enforce, and apply procedures and regulations. Adaptable; ability to thrive in a dynamic environment committed to a continuous improvement mindset. Proficient with Microsoft Office, Google Suite, Smartsheet and common desktop/web applications. Computer skills to effectively work with large data sets, databases, online systems, and electronic communications. Bachelor's degree in related area and/or equivalent experience/training. Preferred Qualifications Working knowledge of and/or can quickly learn applicable campus financial processes, policies and procedures. Knowledge of financial data management and reporting systems. Working knowledge of Ellucian Advance Web Access and Business Objects Web Intelligence. Working knowledge of and/or can quickly the Berkeley Financial System. Salary & Benefits For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website. Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. The budgeted annual salary range is $88,000.00 - $92,000.00. This is a full-time (40 hours/week), career position that is eligible for UC Benefits. This is an exempt monthly-paid position. How to Apply To apply, please submit your resume and cover letter. Other Information This is not a visa opportunity. This position is eligible for up to 30% hybrid work. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs, and are subject to change. Conviction History Background This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley hires people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check. Misconduct SB 791 and AB 810 Misconduct Disclosure Requirement: The final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining misconduct, or related matters as described. Equal Employment Opportunity The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
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At the University of California, Berkeley, we are dedicated to fostering a community where everyone feels welcome and can thrive. Our culture of openness, freedom and belonging makes it a special place for students, faculty and staff. We seek applicants who reflect California's diversity and support an inclusive, equity-focused community that views education as a matter of social justice. Berkeley is a world-leading institution known for academic and research excellence, a public mission, a diverse student body, and a commitment to equity and social justice. UC Berkeley provides space for supportive colleague communities and offers professional development opportunities for full-time staff. Departmental Overview Gift Services is the office of record and receipts for gifts, pledges and payments for UC Berkeley and serves as the campus’ delegated authority for internal financial and policy controls for gift processing. Gift Services supports units that deposit gifts and manage constituent data. Staff provide customer, transactional and functional service to donors and colleagues in alignment with applicable policies and practices. Position Summary This position supports Gift Services’ role as the office of gift, pledge and payment records and receipts by applying a wide range of expertise on advancement, campus, IRS, and cash handling policies to thousands of gifts annually. The role includes process improvement and collaboration with partners and donors to ensure compliance. Senior gift analysts coordinate one to three support, cash or non-cash functions (e.g., workplace giving, EFT, gift intake, suspense account or adjustments) of moderate to high complexity and mentor staff who support these functions. Application Review Date The First Review Date for this job is: 10/09/2025. Responsibilities Gift Processing, Research and Analysis — Cash (checks, EFT, credit cards, etc.) and Non-cash (securities, pledges, gifts-in-kind, etc.) transactions: Manages two essential Gift Services functions: online giving & gift support; may focus on or assist other cash or non-cash tasks or functions Acts as first escalation contact for issues that arise within each function purview. In collaboration with Gift Services leadership and gift support staff, defines and monitors a support model that delivers excellent donor and campus partner service. Mentors staff. Understands and monitors UDAR and campus departmental purviews to connect donors with appropriate service contacts and understand stakeholder status. Monitors help desk processes and resources, including the help desk email and phone lines Fields standard inquiries from donors and colleagues, including accepting payment by phone, triaging requests to subject matter experts, fulfilling requests for tax documents, providing payment instructions, reissuing receipts, confirming gifts for matching purposes. Applies comprehensive knowledge of constituent database (CADS), cash deposit tools and systems (e.g. remote deposit software, bank lockbox, swipe terminals), campus deposit system (CDS), online gift charging platform (Cybersource), and various data entry and retention application tools (e.g. Excel, Smartsheet) to reconcile, review, process, and approve standardized financial data and transactions from intake to receipt. Regularly collaborates with campus colleagues to collect and substantiate donor giving intent per campus, UDAR, Gift Services and advancement industry policies and best practices. Escalates complex policy or practice decisions or judgment calls to supervisors. May participate in gathering gift documentation for external audits. As needed, assists with physical collection, opening, triaging of mail; scanning, storing and queuing gift documents for review and entry; preparation of printed tax receipts for mailing. Organizational Effectiveness Ensures process efficiency within all functions under purview. Collaborates with Gift Services, UDAR, and campus colleagues to identify, define, analyze and resolve processing issues as they arise. Contributes to improvement projects as tester, innovator or engaged participant to address and remove obstacles to efficient gift processing and analysis workflows. Utilizes campus, UDAR and Gift Services strategic plans as guides in collaborative efforts and team and individual goals. Engages in Gift Services’ annual strategic and operational planning efforts, including skill and knowledge refresher training. Mentors and/or trains new or existing staff in functional workflows, processes and tools. Participates in Gift Services knowledge management by creating resources or reference guides, and ensures they remain up-to-date. Monitors personal effectiveness and seeks assistance and support when needed. Organizational Culture & Inclusion initiatives Engages with colleagues and teammates per Berkeley's principles of community and Gift Services team-created values. Participates in tools and discussions focused on UDAR and campus Inclusion initiatives. Regularly reviews, and mentors staff in, ensuring equitable practices in staff hiring, onboarding, and training practices. In collaboration with leadership, coordinates staff connection opportunities. Professional Development Proactively seeks opportunities for development of skills, training, networking. Participates in goal-setting within current coaching and evaluation framework. Utilizes industry, campus and team resources for expanding knowledge and skill set. Regularly recommends staff for professional development projects or tasks. Required Qualifications Excellent interpersonal skills, including effective verbal and written communication, mentoring, active listening, and demonstrated sound judgment in decision-making. Employs strong analyst skills, attention to detail, research, problem-solving, and critical thinking. Excellent customer service skills (positive, helpful attitude and friendly demeanor) to be used when communicating with donors and colleagues in person, via telephone, and by email or other written communication. Demonstrated strong organizational skills and ability to hold oneself accountable to deadlines, collaborative projects, and work tasks. Ability to work effectively under pressure, handling large volumes of transactions while meeting deadlines. Ability to learn, analyze, interpret, enforce, and apply procedures and regulations. Adaptable; ability to thrive in a dynamic environment committed to a continuous improvement mindset. Proficient with Microsoft Office, Google Suite, Smartsheet and common desktop/web applications. Computer skills to effectively work with large data sets, databases, online systems, and electronic communications. Bachelor's degree in related area and/or equivalent experience/training. Preferred Qualifications Working knowledge of and/or can quickly learn applicable campus financial processes, policies and procedures. Knowledge of financial data management and reporting systems. Working knowledge of Ellucian Advance Web Access and Business Objects Web Intelligence. Working knowledge of and/or can quickly the Berkeley Financial System. Salary & Benefits For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website. Under California law, the University of California, Berkeley is required to provide a reasonable estimate of the compensation range for this role and should not offer a salary outside of the range posted in this job announcement. The budgeted annual salary range is $88,000.00 - $92,000.00. This is a full-time (40 hours/week), career position that is eligible for UC Benefits. This is an exempt monthly-paid position. How to Apply To apply, please submit your resume and cover letter. Other Information This is not a visa opportunity. This position is eligible for up to 30% hybrid work. Exact arrangements are determined in partnership with your supervisor to meet role responsibilities and department needs, and are subject to change. Conviction History Background This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley hires people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check. Misconduct SB 791 and AB 810 Misconduct Disclosure Requirement: The final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining misconduct, or related matters as described. Equal Employment Opportunity The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
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