Associate Director Donor Services

Associate Director Donor Services To $120,000 Leading Jewish Nonprofit Organization The Associate Director, Donor Services contributes to the overall goals of the organization and provides timely and accurate information and outstanding customer service, as well as maintains strong donor relations. Work closely with the Controller and Assistant Controller to oversee the work of the donor gift processing team and serve as direct liaison from the Finance Department to the National Development department. Responsibilities: Gift Processing Management In coordination with the Controller, lead and manage the gift processing function, including supervising gift processing staff, and providing backup data entry assistance when necessary. Assist Donor Center with contacting donors to resolve questions. Ensure that effective processes are in place to follow up on gifts received with missing, incomplete, or unclear information, and that effective procedures are in place to provide oversight to the entire process for handling all pledge and gift payments throughout system. In coordination with the Associate Director, Stewardship, work with program staff to ensure that restricted gifts tracked and are spent appropriately. Develop procedures to ensure that accurate and timely reporting is being provided to donors who have made restricted gifts. Continuous focus on operations improvement for organizations gift acknowledgments, tax substantiation, and quarterly pledge reminders processes. Ensure that the transaction processing and financial reporting components of the “Pledge to Cash” business process are working efficiently and effectively. Manage key internal controls to ensure that all gifts are recorded accurately and on a timely basis, and that there is appropriate documentation supporting the gifts, and that the funds received are properly safeguarded. In charge of monitoring the activities of the nonprofit watchdog agencies (e.g. Guidestar, Charity Navigator) and recommend any actions required to be taken. Reporting and Analysis Work closely with National Development in issuing financial annual performance reports to endowment and other donors. Responsible for producing and presenting Campaign Revenue Forecasting pledge receivable aging and write-off reports. Prepare various financial campaign revenue reports (e.g., daily gift report, weekly and monthly campaign reports), providing accurate updates that are distributed to National Development, Regional Offices, and lay leaders. Finance Collaboration Assist with reconciliation between the financial accounting system (NetSuite) and the donor management system (Raiser’s Edge NXT) and the bank. In coordination with the Controller, serve as the lead contact for colleagues requesting that new gift codes are created, and ensure that any new codes are mapped between Raiser’s Edge NXT and NetSuite. Coordinate with the Finance, Business Analyst/Database Administrator, and Development Business Operations Team. Review and plan for outstanding matters of importance and discuss ways to continuously streamline and improve the Pledge to Cash business process through technology and other innovative ideas. Ensure that there are continuous and collaborative communication on all relevant matters with the National Development Department, Regional Offices, and IT. Coordinate with the Senior Development Director, Operations and Associate Director, Data Applications, Operations to ensure that financial systems and procedures are effectively aligned with Development operations and polices. Qualifications: Effective ability to work collaboratively across teams and departments Strong interpersonal, oral, and written communications skills dealing within the department, with other departments, and with donors Adaptable and flexible to take on different tasks as needed Strong customer service orientation and skills Passion for and broad experience in improving efficiency and effectiveness of business processes Commitment to continuous improvement and dedication to learning about how to enhance processes Excellent supervisory skills Understanding of non-profit financial tracking and gift recording Skills: Degree (with major in business or finance) and 5 years of experience with gift processing in a not-for-profit organization Supervisory experience managing staff Knowledge of fundraising and accounting Experience with Raiser’s Edge NXT preferred but must have direct experience with some relational database system Experience with using general ledger systems is a plus. Knowledge of Microsoft Office Suite. Generous Paid Time Off (PTO) - 15 vacation days per year, that increases with continued employment Paid Holidays (many Federal and major Jewish Holidays) Hybrid work schedule 403(b) participation, after one year of employment Transit plan For immediate consideration, please email resume in confidence to: SethSethdiamondassociates.com Seth Diamond Associates, Inc. www.Sethdiamondassociates.com