The University of Toledo Foundation

Gift Processing Coordinator

Toledo, OH
Full Time
Mid Level
PRIMARY RESPONSIBILITY:
Responsible for processing a diverse range of gift transactions, sometimes of a complex and higher-level nature, in a prompt and accurate manner in addition to other basic accounting functions.

SPECIFIC DUTIES:
The following duties reflect management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Ownership of the accounts receivable/gift processing process:
  • Gift receipt: code, review, ensure compliance with policy.
  • Gift receipt: stock, mutual fund, planned gift, gift in kind.
  • Gift corrections.
  • Pledge receipt: set-up, code, review, restructure.
  • Gift acknowledgment letters.
  • Pledge reminders.
  • Act as a liaison to University stakeholders for matters relating to gifts.
General Accounting:
  • Prepare routine journal entries.
  • Prepare gift account reconciliations.
  • Assist in annual audit.
  • Assist in calendar year-end tax receipts.
  • Other duties and back-up/cross-training responsibilities as assigned.
QUALIFICATIONS:
  • Bachelor’s degree in accounting or finance or equivalent work experience in a business setting; One (1) year minimum experience with a Bachelor’s degree; Three (3) years or more without a Bachelor’s degree.
  • Previous experience with donor management software preferred.
  • High proficiency level with Microsoft Word and Excel required.
  • Demonstrated ability to pay strong attention to detail with strong analytical skills required.
  • Demonstrated ability to work independently and as part of a team required.
  • General understanding of accounting principles including fund accounting required.
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