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Analyst I, Accounting
Job Description
- Class Description
The purpose of this class is to assist in the preparation and reconciliation of financial transactions for the CCBC Foundation, Inc., maintain relationships with donors, assist with scholarship processing and facilitate events and fund raising appeals.
- Minimum Requirements
Associates degree and three years' accounting experience performing functions to
include: accounts payable, account reconciliation, journal entries, and working with financial management systems required. Prior experience performing data entry, database maintenance and upgrades required. Work experience obtained preferably in education or in an academic setting. Prior experience using Raiser’s Edge or other fundraising software including knowledge building queries and reports preferred.
- Class Specific Essential Duties
- Perform accounting functions, including accounts payable, account reconciliation, journal entries and investment activity.
- Create funds and oversee data entry into financial management system, and extract data for financial reporting.
- Coordinate events and fund raising campaigns.
- Ability to handle multiple projects and meet deadlines
- High professional and ethical standards for handling confidential information
Essential Job Duties are intended to be examples of duties and are not intended to be all inclusive. There will be other duties as assigned.
- Position Specific Essential Duties
1. Manage and oversee administrative and daily operations of Raisers Edge and Financial Edge (RE/FE) databases including all individuals and organizational records, inputting, importing and updating biographical, geographical, professional and financial other information to ensure accuracy and integrity of data.
2. Plan and design codes/tables for system reporting retrieval.
3. Analyze data and compile reports and summaries for presentations, event reporting, and future analysis for Vice-President, Foundation Board members, staff and donors on a weekly, monthly or quarterly basis.
4. Provide support for annual giving, special events, donor relations and major gift programs.
5. Maintain database efficiency.
6. Develop protocols for data processing.
7. Produces and maintains lists for all mailings, communications and fundraising reports and initiatives.
8. Preform database maintenance and upgrades to enhance the performance of the exiting database.
9. Monitor, audit, and reconcile foundation projects and accounts, preparing adjusting entries as required.
10. Responds to auditor inquiries in regards to annual financial audits.
11. Ensures compliance of college policies and procedures around data.
12. Manage gift entry and acknowledgement processes by data entry personnel and provide end-user training to IA staff.
13. Liaison with CCBC IT for RE/FE databases, troubleshooting issues, reviewing and testing system upgrades, and establishing and changing security groups of new IA users.
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