•  

  Perform somewhat complex and non-routine records duties, including research, analysis, and compilation of data related to the private support (gifts) to the University.

•  

  Coordinate the collection, verification, analysis and reporting of financial data.

•  

  Interpret and communicate applicable financial policies, procedures and guidelines to others.

•  

  Perform all aspects of the gift recording process with complete accuracy for the generation of accurate tax receipts in compliance with University protocols and government requirements by completing daily cash transmittals.

•  

  Accurately enter gifts, pledges, and pledge payments of all tender and transaction types in the gift system.

•  

  Generate and proof gift receipts; review recorded gift and pledge batches for accuracy in gift allocation in alignment with donor instructions.

•  

  Ensure data entry accuracy with respect to the set up of pledges and ensure that pledge payments are allocated to the appropriate open pledges.

•  

  Work with internal and external professionals in a professional capacity to process complicated gifts and biographical updates.

•  

  Create new donor records and modify existing records.

•  

  Use mass-update mechanisms (such as Advance Interface) to review electronic gift data batches and systematically ‘upload’ gift data.

•  

  Perform general accounting and bookkeeping procedures along with a reconciliation/reporting function.

•  

  Prepare monthly, quarterly and annual reports, reconcile general ledger accounts, and reconcile modified gifts by general ledger adjustments using journal entries.

•  

  Use somewhat complex formulas and functions to reconcile financial transactions and create spreadsheets.

•  

  Peer-review gift entry records.

•  

  Balance and reconcile pledge files including payments-to-date, floating scale balance owing and multiple account distribution in a multi-columnar format; review and resolve surplus/deficit account balances as a result of gift batch entry and reversals/modifications to previously recorded gifts.

•  

  Work in collaboration to calculate monthly payroll deductions and reconcile monthly payroll deduction reports, process transfers and administer the University’s Trust accounts.

•  

  Prepare and provide financial reports for balancing processed credit card transactions.

•  

  Identify and escalate gift acceptance issues pursuant to CRA legislation, internal guidelines, and industry standards.

•  

  Prepare and provide foreign exchange rates and conversions to Canadian dollars.

•  

  Perform a treasury function by ensuring that all processed cheques and credit cards are recorded in the University’s on-line cashier system, and deliver the required paperwork to the cashier’s office.

•  

  Respond to donor inquiries regarding donations and acknowledgements and demonstrate exemplary customer service in all exchanges.

•  

  Develop and deliver training and information sessions on relevant accounting procedures and the use of financial systems to members of the University and decentralized offices.

•  

  Answer inquiries via telephone, email, and in person that are specific in nature and require a specialized knowledge of policies and procedures.

•  

  Maintain filing systems, both electronic and hard copy.

•  

  Research, enter, and maintain engagement and biographical information in the development information system by creating and maintaining entity records for donors, prospects, alumni, students, and organizations in alignment with data business rules as established by the office of Advancement.

•  

  Utilizing mass-update mechanisms (Advance Interface), review electronic demographic data batches.

•  

  Add new constituent records to the database as needed, analyze information and populate all appropriate data fields where information is available.

•  

  Process all returned mail; using external sources and vendor services to gather and determine additional information, such as phone numbers, spouse, date of birth or death, status, etc.

•  

  Research and process obituary and significant life-event data; informing appropriate parties for publication, and as it pertains to prospects and other important constituents.

•  

  Assist with the compilation of statistics, and preparing and distributing status reports reflecting institution data collection activity, and alerting appropriate Advancement and University staff regarding incorrect or missing data.

•  

  Bachelor’s degree in a related field of study,

•  

  Requires a minimum of 3 years of relevant experience.

Please note there are 2 vacancies.