- Administrative Associate I - Gift Accounting
||Administrative Associate I - Gift Accounting
||Administrative Associate I
Reporting to the
Communications and Development Administrator, with minimal supervision,
performs a variety of accounting duties in support of the Development
Office, requiring knowledge of Institution accounting, policies and
procedures and CASE, FASB and GASB accounting standards. Works closely
with the Controller's Office.
for remaining informed of CASE, FASB and GASB accounting regulations
and applying them to gift coding, reporting, receipting, acknowledgment
monthly gift accounting records with Controller's Office for accuracy
of gift allocations. Provides accounting personnel with general ledger
- Generates daily, monthly and yearly financial accounting reports produced by Development staff.
- May verify accuracy of financial accounting reports produced by Development staff.
accounting responsibilities include gift assessment (i.e., appropriate
account designation and crediting), constituent data maintenance, gift
entry, generation of tax receipts, thank you letters (including
monitoring all special letters required), and producing pledge
- Responsible for cross-training backup support for gift accounting and monitoring accuracy.
- Responsible for creation and accuracy of annual Donor Report list.
- Responsible for scanning local paper for constituent related information and obituaries.
with Communications and Development Administrator to create and
maintain policies and procedures for consistency in gift reporting.
- Assists Communications and Development Administrator/Development Office with general office priorities when schedule permits.
- May be required to assist at department fund raising events.
- Monitors and reconcile FSRs.
- Performs other duties as the supervisor may, from time to time, deem necessary.
- Takes an active role in leading group problem solving activities. Encourages the group to think of innovative solutions.
- Leads group in setting goals and monitoring progress.
- Knowledge of how to work with upper levels of management to gain support.
- Assists in making formal presentations both verbal and written to inform and educate.
- Translates technical or procedural information into specifications or action plans.
- Demonstrates a high degree of confidentiality and discretion; works to resolve conflicts between groups.
- Transfer a technical or administrative knowledge to others through formal or informal training.
Influencing and Leading:
- Typically mentors junior staff in and/or outside of work group.
- Assists with establishing work standards for group.
- Helps others think through their choices. Actively support diversity initiatives and awareness.
Critical Thinking and Problem Solving:
- Effectively employs triage and trouble shooting techniques to resolve complex situations.
- Participates in the development and implementation of new approaches to the work of the group.
Knowledge, Skills and Expertise:
Is current and proficient in new trends, concepts, technologies, and
best practices within one's professional discipline and apply that
knowledge to current work.
- Project management skills.
Responsibility and Accountability:
- Actions and decisions may have impact on other groups.
- Without direct supervision, makes decisions regarding work group and may supervise junior staff.
- Seeks out and identifies problems or opportunities and takes immediate action to address them.
Last updated: February 25, 2013