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About The Position
The Gift and Fund Financial Services Officer ensures the accurate and compliant processing of gifts, receipts, and fund structures within the general ledger, while supporting donor stewardship and the broader philanthropic mission of the organization.
Requirements
- Bachelor’s degree required
- 10+ years of related experience required
- Strong communication and interpersonal skills.
- Excellent organizational, project management, and problem-solving abilities.
- Ability to analyze complex data and exercise sound judgment.
- Proficiency in Microsoft Office and database systems
- Ability to work independently and collaboratively in a fast-paced environment.
- Strong customer service orientation.
- Valid driver’s license required
- Must reside in California
- Must submit a cover letter
Nice To Haves
- Graduate degree preferred
- Experience in nonprofit finance, contract compliance, grants management, nonprofit governance, and transactional activities preferred
- Experience with Raiser’s Edge, Financial Edge, and grantmaking software preferred
Responsibilities
- Oversee the accurate and timely posting of gifts, accounts receivable, and other receipts to the general ledger, ensuring compliance with accounting standards and organizational policies.
- Develop, implement, and maintain internal controls and procedures related to receipt processing, documentation, and segregation of duties.
- Partner with donor operations teams to support donor stewardship activities and reporting, enhancing the overall donor experience.
- Create, maintain, and update gift fund structures and general ledger accounts to support organizational and philanthropic initiatives.
- Assist with the implementation and integration of CRM systems, ensuring data integrity and alignment with financial operations.
- Support the evaluation, acceptance, and accounting treatment of complex gifts, including real estate, planned gifts, artwork, and limited partnership interests.
- Provide financial analysis and guidance related to gift acceptance, stewardship, and fund management.
- Prepare investment account opening documentation and coordinate updates to authorized account signers as needed.
- Prepare audit schedules, confirmations, and supporting documentation for annual financial audits and other audit-related requests.
- Train and mentor new and existing staff on departmental processes, procedures, and backup responsibilities.
- Develop, maintain, and update training materials to ensure consistency and knowledge transfer across the team.
- Collaborate with cross-functional departments and participate in interdepartmental initiatives to improve operational efficiency and effectiveness.
- Foster positive working relationships through effective communication, teamwork, and collaboration with colleagues and leadership.
- Perform additional duties and special projects as assigned to support evolving organizational needs and priorities.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 403b retirement plan with 10% company contribution
- Subsidized monthly transit passes
- Assortment of snacks available in breakrooms
- On-site fitness center
- Tuition reimbursement of up to $15,000 for higher education after one year of service
- Student loan repayment program of $100/month after one year of service