University of California, Berkeley
Senior Gift and Support Services Analyst (4628U), Gift Services - #81426
University of California, Berkeley, Berkeley, California, United States, 94709
Senior Gift and Support Services Analyst (4628U), Gift Services - #81426
This position supports Gift Services’ purpose as the office of gift, pledge and payment records and receipts for the campus by applying a wide range of expertise on advancement, campus, IRS, and cash handling policies and protocol to thousands of gifts on an annual basis. In addition to transactional work, the position ensures operational effectiveness within a dynamic advancement landscape by engaging in process improvement and ongoing partner and donor compliance collaboration and education. Senior gift analysts coordinate one to three support, cash or non-cash functions (e.g. workplace giving, EFT, gift intake, our suspense account or adjustments) of moderate to high complexity, and mentor staff who support these functions.
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.
Collaborates with Gift Services leadership and gift support staff to define and monitor a service model delivering excellent donor and campus partner service.
Mentors staff and supports knowledge sharing within the team.
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 payments by phone, triaging requests to subject matter experts, fulfilling requests for tax documents, providing payment instructions, reissuing receipts, and 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 data entry/retention tools (e.g. Excel, Smartsheet) to reconcile, review, process, and approve standardized financial data and transactions from intake to receipt.
Collaborates with campus colleagues to collect and substantiate donor giving intent per campus, UDAR, Gift Services and advancement industry policies.
Escalates complex policy or practice decisions 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.
Organizational Culture & Inclusion
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.
Coordinates staff connection opportunities in collaboration with leadership.
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.
Strong analysis, research, problem-solving, and critical thinking skills.
Excellent customer service skills to interact with donors and colleagues in person, by phone, and in writing.
Strong organizational skills and ability to meet deadlines and manage collaborative projects.
Ability to work under pressure with large volumes of transactions.
Ability to learn, analyze, interpret, enforce, and apply procedures and regulations.
Adaptable and oriented toward continuous improvement.
Proficient with Microsoft Office, Google Suite, Smartsheet and common desktop/web applications.
Experience working 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 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 the Berkeley Financial System or ability to learn quickly.
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.
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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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.
Collaborates with Gift Services leadership and gift support staff to define and monitor a service model delivering excellent donor and campus partner service.
Mentors staff and supports knowledge sharing within the team.
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 payments by phone, triaging requests to subject matter experts, fulfilling requests for tax documents, providing payment instructions, reissuing receipts, and 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 data entry/retention tools (e.g. Excel, Smartsheet) to reconcile, review, process, and approve standardized financial data and transactions from intake to receipt.
Collaborates with campus colleagues to collect and substantiate donor giving intent per campus, UDAR, Gift Services and advancement industry policies.
Escalates complex policy or practice decisions 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.
Organizational Culture & Inclusion
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.
Coordinates staff connection opportunities in collaboration with leadership.
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.
Strong analysis, research, problem-solving, and critical thinking skills.
Excellent customer service skills to interact with donors and colleagues in person, by phone, and in writing.
Strong organizational skills and ability to meet deadlines and manage collaborative projects.
Ability to work under pressure with large volumes of transactions.
Ability to learn, analyze, interpret, enforce, and apply procedures and regulations.
Adaptable and oriented toward continuous improvement.
Proficient with Microsoft Office, Google Suite, Smartsheet and common desktop/web applications.
Experience working 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 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 the Berkeley Financial System or ability to learn quickly.
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.
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.
#J-18808-Ljbffr