Inside Higher Ed
Financial Services Analyst 2 (4627U), University Development and Alumni Relation
Inside Higher Ed, San Francisco, California, United States, 94199
Financial Services Analyst 2 (4627U), University Development and Alumni Relations - 65082
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Financial Services Analyst 2 (4627U), University Development and Alumni Relations - 65082
role at
Inside Higher Ed .
Departmental Overview University Development and Alumni Relations (UDAR) helps build Berkeley's excellence through communications, public outreach, and fundraising to raise public awareness about Berkeley and increase private philanthropy. UDAR provides overall direction for the campus's philanthropic advancement strategies and strengthens campus unit development in partnership with campus fundraisers. It handles a range of central activities and services encompassing prospect development, communications, donor stewardship, gift management, and more.
Gift Services Overview Gift Services is the office of record and receipts for gifts, pledges and payments for UC Berkeley and is the campus' delegated authority for internal financial and policy controls for gift processing.
Position Overview The
Financial Services Analyst 2
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.
Financial Services Analyst 2 applies professional financial services concepts and a wide range of policies and procedures to resolve a variety of moderately complicated issues on our help desk, and as an analyst in the area of receiving, depositing, auditing, receipting, and adjusting gifts, pledge payments, and pledges.
Application Review Date The First Review Date for this job is: March 1, 2024
Responsibilities
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.
Applies coding and manual transmission direction to financial services colleagues for successful fund transfers via our database to Berkeley's financial system (CADS to BFS).
Applies knowledge of Berkeley fiduciaries (UC Berkeley Foundation and UC Regents) to deposit, allocate, and transfer funds per donor giving intent.
Identifies and resolves discrepancies in deposits, transaction reports and documentation, and fund designations. May engage with campus units, donors, and vendors to research and correct issues with gifts, pledge payments, and pledges. May collaborate with development units on gift allocation structure to ensure proper reporting and transfer for cash raised to the campus general ledger.
Utilizes knowledge of campus, UDAR, Gift Services and advancement industry policies and best practices to ensure donor and gift data compliance, security and stewardship.
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 lead analysts or supervisors.
May apply gift processing skills, analysis, and advancement industry knowledge to gift adjustment and/or help desk functions.
May participate in gathering gift documentation for external audits.
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.
Gift Support Services (support Desk Email And Phones)
Applies gift processing skills, analysis, and advancement industry knowledge to gift adjustment and/or help desk functions.
Answers gift support phone line and email, delivering excellent customer service to donors and campus colleagues.
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.
Accesses an online payment platform to modify (cancel, update) donor pledges.
Organizational Effectiveness
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 updating or creating resources or reference guides.
Monitors personal effectiveness and seeks assistance and support when needed.
Organizational Culture & DEIBJ 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 DEIBJ initiatives.
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 skillset.
Required Qualifications
Minimum one year of experience demonstrating excellent customer service skills to be used when communicating with donors and colleagues in person, via telephone, and by email or other written communication.
Minimum one year of experience applying strong interpersonal skills, including effective verbal and written communication, mentoring, active listening, and demonstrated sound judgment in decision-making.
Minimum one year of experience demonstrating strong organizational skills and ability to hold oneself accountable to deadlines, collaborative projects, and work tasks.
Employs analysis, attention to detail, research, problem-solving, and critical thinking.
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 diverse 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.
Education/Training Bachelor's degree in related area and/or equivalent experience or training.
Preferred Qualifications
Working knowledge of 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.
Salary & Benefits For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website. The budgeted hourly range that the University reasonably expects to pay for this position is $31.25 - $35.09, commensurate with experience. This is a non‑exempt, bi‑monthly paid position, eligible for UC benefits.
Other Information
Two (2) positions/FTE's available with this posting.
This is a hybrid position with 40% remote work eligibility.
This is a Bay Area/Northern CA-based position.
This is not a Visa opportunity.
Conviction History Background This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire 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.
Equal Employment Opportunity The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant, please see the U.S. Equal Employment Opportunity Commission poster. For the complete University of California nondiscrimination and affirmative action policy, please see the University of California Discrimination, Harassment, and Affine Action in the Workplace policy.
To apply Visit https://careerspub.universityofcalifornia.edu/psp/ucb/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=21&JobOpeningId=65082&PostingSeq=1
#J-18808-Ljbffr
Financial Services Analyst 2 (4627U), University Development and Alumni Relations - 65082
role at
Inside Higher Ed .
Departmental Overview University Development and Alumni Relations (UDAR) helps build Berkeley's excellence through communications, public outreach, and fundraising to raise public awareness about Berkeley and increase private philanthropy. UDAR provides overall direction for the campus's philanthropic advancement strategies and strengthens campus unit development in partnership with campus fundraisers. It handles a range of central activities and services encompassing prospect development, communications, donor stewardship, gift management, and more.
Gift Services Overview Gift Services is the office of record and receipts for gifts, pledges and payments for UC Berkeley and is the campus' delegated authority for internal financial and policy controls for gift processing.
Position Overview The
Financial Services Analyst 2
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.
Financial Services Analyst 2 applies professional financial services concepts and a wide range of policies and procedures to resolve a variety of moderately complicated issues on our help desk, and as an analyst in the area of receiving, depositing, auditing, receipting, and adjusting gifts, pledge payments, and pledges.
Application Review Date The First Review Date for this job is: March 1, 2024
Responsibilities
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.
Applies coding and manual transmission direction to financial services colleagues for successful fund transfers via our database to Berkeley's financial system (CADS to BFS).
Applies knowledge of Berkeley fiduciaries (UC Berkeley Foundation and UC Regents) to deposit, allocate, and transfer funds per donor giving intent.
Identifies and resolves discrepancies in deposits, transaction reports and documentation, and fund designations. May engage with campus units, donors, and vendors to research and correct issues with gifts, pledge payments, and pledges. May collaborate with development units on gift allocation structure to ensure proper reporting and transfer for cash raised to the campus general ledger.
Utilizes knowledge of campus, UDAR, Gift Services and advancement industry policies and best practices to ensure donor and gift data compliance, security and stewardship.
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 lead analysts or supervisors.
May apply gift processing skills, analysis, and advancement industry knowledge to gift adjustment and/or help desk functions.
May participate in gathering gift documentation for external audits.
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.
Gift Support Services (support Desk Email And Phones)
Applies gift processing skills, analysis, and advancement industry knowledge to gift adjustment and/or help desk functions.
Answers gift support phone line and email, delivering excellent customer service to donors and campus colleagues.
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.
Accesses an online payment platform to modify (cancel, update) donor pledges.
Organizational Effectiveness
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 updating or creating resources or reference guides.
Monitors personal effectiveness and seeks assistance and support when needed.
Organizational Culture & DEIBJ 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 DEIBJ initiatives.
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 skillset.
Required Qualifications
Minimum one year of experience demonstrating excellent customer service skills to be used when communicating with donors and colleagues in person, via telephone, and by email or other written communication.
Minimum one year of experience applying strong interpersonal skills, including effective verbal and written communication, mentoring, active listening, and demonstrated sound judgment in decision-making.
Minimum one year of experience demonstrating strong organizational skills and ability to hold oneself accountable to deadlines, collaborative projects, and work tasks.
Employs analysis, attention to detail, research, problem-solving, and critical thinking.
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 diverse 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.
Education/Training Bachelor's degree in related area and/or equivalent experience or training.
Preferred Qualifications
Working knowledge of 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.
Salary & Benefits For information on the comprehensive benefits package offered by the University, please visit the University of California's Compensation & Benefits website. The budgeted hourly range that the University reasonably expects to pay for this position is $31.25 - $35.09, commensurate with experience. This is a non‑exempt, bi‑monthly paid position, eligible for UC benefits.
Other Information
Two (2) positions/FTE's available with this posting.
This is a hybrid position with 40% remote work eligibility.
This is a Bay Area/Northern CA-based position.
This is not a Visa opportunity.
Conviction History Background This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire 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.
Equal Employment Opportunity The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant, please see the U.S. Equal Employment Opportunity Commission poster. For the complete University of California nondiscrimination and affirmative action policy, please see the University of California Discrimination, Harassment, and Affine Action in the Workplace policy.
To apply Visit https://careerspub.universityofcalifornia.edu/psp/ucb/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=21&JobOpeningId=65082&PostingSeq=1
#J-18808-Ljbffr