| Essential Duties |
- Prepares daily deposits; reconciles daily cash log report.
- Assists the Foundation Accountant and auditors to provide reports, records and other required documents.
- Supervises memorial and honorarium gift program.
- Receipts, posts, and processes gifts, honorariums and memorials received by the Foundation.
- Prepares, edits, and mails receipts and acknowledgments, honorarium and memorial letters.
- Manages matching gift program, prepares and sends request forms to employing companies, records pledges, receipts and prepares acknowledgments.
- Prepares and posts monthly recurring bank drafts, payroll donations, credit card transactions, reconciles corresponding deposits, manages donor records and prepares acknowledgments initially and annually.
- Prepares annual scholarship report letters, assembles with scholarship reports and mails, along with setting up funds.
- Creates and maintains all donor records, gifts, letters and other correspondence.
- Verifies and reconciles procurement card and bank card purchases as well as departmental budgets.
- Prepares contribution reports and reconciles deposits.
- Responsible for accounts payable in Financial Edge; prints accounts payable checks weekly.
- Prepares annual tax letters for monthly recurring bank drafts, payroll donations and credit card gifts.
- Prepares restricted fund reports and mails on a quarterly basis.
- Processes electronic payments during special events; assists with other functions for and during special events.
- Responsible for reconciliation of Â鶹ÊÓƵ Alumni Association bank accounts.
- Cross trains with the Foundation Accountant and Assistant to the Executive Director.
- Performs other reasonable duties as assigned by the Foundation Accountant or Executive Director.
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| Minimum Qualifications |
Education and Experience:
- Bachelor’s degree required, particularly in Accounting or Business Administration with an emphasis in finance or nonprofit management.
- Minimum of 3 years of relevant accounting or bookkeeping experience, preferably in a nonprofit, foundation, or higher education environment; 5 years experience preferred.
- Experience supporting general ledger maintenance, accounts payable/receivable, and financial reporting
- Proficient in Microsoft Office Suite
- Exposure to audit preparation, fund accounting, or donor fund tracking preferred
Other Skills, Abilities and Qualifications:
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Attention to Detail: Strong accuracy in data entry, record -keeping, and financial reconciliation.
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Analytical Thinking: Ability to identify discrepancies, analyze financial data, and support audit preparation.
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Technical Proficiency: Familiarity with accounting software preferred (e.g., QuickBooks, Blackbaud Financial Edge); sStrong Excel skills required (e.g., formulas , pivot tables).
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Time Management: Ability to prioritize tasks, meet deadlines, and manage multiple responsibilities efficiently.
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Communication: Clear and professional verbal and written communication skills for working with internal departments and external vendors.
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Teamwork: Collaborative mindset with the ability to work effectively with accounting staff, development officers, and administrative teams.
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Confidentiality: Demonstrated ability to handle sensitive financial and donor information with discretion.
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Adaptability: Willingness to learn new systems and processes in a dynamic, mission-driven environment.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance; stoop, kneel, crouch or crawl; move and/or lift up to 25 pounds and exposed to outdoor weather conditions. Specific vision abilities required by this job include close vision. Work environment is general office conditions with moderate noise. |
| Job Description Summary |
The Foundation Staff Accountant provides essential financial and administrative support to the Foundation Accountant in managing the day-to-day accounting operations of the Â鶹ÊÓƵ Foundation. This position assists with processing gifts, maintaining accurate financial records, preparing reports, and ensuring compliance with accounting standards and institutional policies. The ideal candidate is detail-oriented, dependable, and committed to supporting the financial integrity of the Â鶹ÊÓƵ Foundation’s mission. |
| Background Check Statement |
Prior to hiring, the final candidate(s) must successfully pass a pre-employment background investigation. A prior conviction reported as a result of the background investigation DOES NOT automatically disqualify a candidate from consideration for this position. However, failure to disclose may disqualify a candidate.
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