Careers

Title: Gift & Data Management Analyst

Department: Institutional Advancement Management

Duration: Indefinite

Job Summary

Reporting to the Manager, Gift Processing, the Gift and Data Management Analyst ensures the timely processing of gifts, commitments, and receipts while also helping execute strategic operations around gift processing and constituent management. Serving as a critical member of the gift processing & administration team, the Gift and Data Management Analyst balances detail-oriented tasks, reporting, collaboration, and strategic operations in fundraising to support the College’s expanding vision for fundraising management.

Job Duties

• 35% Gift Processing
  • Participates in the daily processing of gifts, manually batching data entry including checks, wires, securities, non-cash, payroll deductions and all other forms of tender from individuals and entities.
  • Supports the batch review of online payments.
  • Feeds financial transaction data from fundraising database to the College’s general ledger following protocols.
  • Supports pledge management including creating pledge commitment records, payment schedules, and manages the creation and distribution of donor-facing materials related to pledges.
  • Using dashboards, monitor and track pledges and execute pledge reminder and write-off protocols under the advisement of IA leadership.
  • Make daily deposits electronically or with the college cashier and post all credit card transactions timely.
  • In partnership with the Business Office, address fund creation and reconciliation.
  • Ensure the appropriate crediting of donors and non-individual donors and create relevant records to cross-reference.
  • Perform light administrative duties of gift processing tools.
  • Will be called upon to more directly support gift processing in high-volume seasons (DFO, CYE, FYE) - (Essential)
• 35% Gift Operations Coordination
  • Manages the creation and distribution of documents related to pledge management, including pledge commitments, reminders, and payment acknowledgments.
  • Supports the generation and appropriate documentation of Gift Agreements through DocuSign.
  • Responsible for assembly and proofing of finalized receipts daily; gift lists to various departments making annotations after leadership approval and as requested by the department.
  • With the Donor Relations teams, provide administrative support for gift acknowledgments.
  • Remain abreast of fundraising trends and best practices to ensure the College remains in alignment. - (Essential)
• 20% Financial Reporting & Analysis 
  • Use control reports to validate gift entry and perform reconciliation tasks.
  • Perform annual database management and rollover processes to ensure the timely and accurate closing of a fiscal year.
  • Sets up key database records and structures for new fiscal year fundraising management.
  • Support the routine updating of fund values for managed assets.
  • With guidance from Advancement Services and IA leadership, execute monthly, quarterly and annual fundraising reports and provide basic analysis - (Essential)

Minimum Qualifications

Bachelor’s degree in related field to position duties or equivalent combination of education and experience. Three years of experience in fundraising; experience in a higher education, financial services or philanthropic environment. Experience working in a best-in-class solution for fundraising or financial management (Salesforce, Blackbaud, Quickbooks, Workday, etc.) Proficiency in Microsoft Office applications (Word, Excel, PowerPoint), Google drives/folders/forms, Adobe Acrobat. Knowledge of fundraising or financial management principles and standards. Ability to analyze, synthesize and organize data, and present findings in a comprehensible manner for different audiences. Demonstrated skills and abilities with process-driven data quality control. Demonstrated skill writing documentation and/or training materials. Demonstrated ability to be detail-oriented and thorough; skilled at anticipating and preventing potential problems and handling a wide variety of tasks with efficiency and accuracy. Strong commitment to a quality work product. Demonstrated ability to effectively communicate verbally, in writing and electronically. Effective interpersonal skills as evidenced in the ability to collaborate with a variety of constituencies. Demonstrated commitment to justice, equity, inclusion & diversity. Demonstrated skill in adapting to and performing work effectively in high-volume, high accountability, confidential environment with multiple and changing priorities. Effective organizational, logistical, time management and planning skills with the ability to manage and prioritize multiple tasks/projects simultaneously, prioritize and fulfill the functions of an office in a timely manner. Ability to self-motivate and work independently.

Preferred Qualifications

Salesforce certification. One or more years of experience using data reporting and analysis tools including Excel, Access, and Salesforce reporting. Functional knowledge of CASE and IRS reporting standards and best practices.

EXPECTED HIRING RANGE:  $24.00 -$26.00/hr

If you are offered this position at Occidental College, your final base salary compensation will be determined based on factors such as skills, education, experience, and/or geographic location. In addition to those factors, Occidental complies with applicable pay equity laws and considers internal equity among current employees when developing the final offer. Please keep in mind that the range mentioned above is the base salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future and continued salary growth.  We also offer a generous compensation and benefits package.

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