Compliance & Disbursement Services Associate
About The Position
As the Compliance & Disbursement Associate, you sit at the intersection of financial accuracy and donor stewardship, ensuring that every dollar moving through the Indiana University Foundation is handled with precision, integrity, and care for the intent behind the gift. Your work centers on disbursement operations and each week you'll review and audit disbursement requests, verifying that expenses align with donor designations and comply with IUF, IU, and IRS regulatory standards. You reconcile supporting documentation, apply general ledger expense codes, and identify anything that needs to be rerouted for further review. You execute check runs, ACH transfers, and wire transactions, managing interface imports and ledger reconciliation to keep the financial system in sync. You also own vendor data administration — onboarding new vendors, securing required compliance documentation, and flagging taxable payments for accurate year-end reporting. You will have the opportunity to work cross-functionally across departments, including the Accounting, Merchant Services, and IT teams at IU and the IU Foundation, serving as a resource on policy and compliance questions and bringing a customer service mindset to every interaction. If you lead with curiosity, know the right questions to ask, and bring a policy-grounded approach to financial work, apply today!
Requirements
- Associate's degree in a business-related field or 3 years of equivalent work experience
- Basic accounting principles and the ability to interpret and apply financial policies and procedures
- Familiarity with IRS regulatory compliance and year-end reporting requirements
- Experience with or aptitude for Accounting software such as Blackbaud Financial Edge
- Advanced proficiency in Microsoft Excel
- High attention to detail in financial review and data accuracy
- Strong communication skills and a customer service orientation
- Proactive approach to staying current on policy changes and system updates
Nice To Haves
- Familiarity with Tableau or similar data analytics tools
- Interest in workflow optimization, process automation, or AI-driven tools
Responsibilities
- Review and audit disbursement requests, verifying that expenses align with donor designations and comply with IUF, IU, and IRS regulatory standards
- Reconcile supporting documentation, apply general ledger expense codes, and identify anything that needs to be rerouted for further review
- Execute check runs, ACH transfers, and wire transactions, managing interface imports and ledger reconciliation to keep the financial system in sync
- Own vendor data administration — onboarding new vendors, securing required compliance documentation, and flagging taxable payments for accurate year-end reporting
- Work cross-functionally across departments, including the Accounting, Merchant Services, and IT teams at IU and the IU Foundation, serving as a resource on policy and compliance questions and bringing a customer service mindset to every interaction
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
