Position Title: Fiscal Specialist|
Department: Gift Processing
Division: Advancement Services
Reports To: Director, Gift Processing
The Fiscal Specialist, Gift Processing will contribute to the integrity, maintenance and management of advancement information through gift entry, data entry, clerical support and reporting within the Gift Processing unit. The Fiscal Specialist is expected to uphold and exemplify the operating practices and mission of the Foundation.
- Creates and updates donor database records, records gifts, pledges, memberships and event registration
- Internet research to determine biographical information for constituents in database
- Reviews, proofreads and analyzes data for accuracy, logic and relevance
- Performs queries and exports/imports in the database
- Merges critical data into spreadsheet or word processing documents and validates accuracy of information including: donor identity, fund to credit, donor preference for communication method
- Enters information and records via alpha and numeric data entry
- Reconciles financial data
- Maintains information in a variety of formats including network files and digital images
- Performs clerical tasks as required
- Communicates effectively directly with fundraiser or donor
- Performs other duties and assists with additional projects as requested
- Protects confidential information
Education & Experience
- High school diploma required; Technical post-secondary or Associates degree preferred
- Minimum of 2 years of experience working in a fiscal environment with data entry responsibilities.
- Proficiency in a networked environment with Windows with a variety of software applications including email, Excel, Word, and Web navigation.
Physical and Mental Requirements
- Ability to understand complex concepts
- Capacity to process a large and diverse volume of data with a high level of accuracy
- Aptitude for understanding how information and business rules are structured
- Strong math and language skills to include spelling and grammar
- Good organizational and administrative skills
- Excellent communication skills to include verbal and written proficiency
- Customer service oriented and effective interpersonal approach
- Exert up to 20 lbs. of force occasionally, and/or up to 10 lbs. of force frequently, and/or a negligible amount of force constantly to move objects.
- Involves sitting most of the time, but may involve walking or standing for brief periods of time
- Bend body downward and forward by bending legs and spine, so as to crouch or stoop.
- Extend hand(s) and arm(s) in any direction.
- Seize, hold, grasp, turn or otherwise work with hands.
- Pick, pinch or otherwise work primarily with fingers.
- Express or exchange ideas by means of the spoken word.
- Perceive the nature of sounds, receive detailed information through oral communication, made discriminations in sounds
- Clarity of vision at 20 inches or less.
- Ability to judge distances and spatial relationships so as to see objects where and as they actually are.
- Adjustment of lens of eye to bring an object into sharp focus.
- Ability to identify and distinguish colors.
- Observe an area that can be seen up and down or to the right or left while eyes are fixed on a given point.
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