Coordinator, Financial Stewardship
About The Position
The Coordinator of Financial Stewardship supports donor relations and stewardship efforts that engage, inform, and inspire donors. The role focuses on financial reporting, scholarship impact, and internal fund compliance, connecting financial data with donor-facing narratives and helping ensure philanthropic support is tracked accurately, spent appropriately, and communicated meaningfully. The coordinator gathers financial and program information, translates donor-funded successes into stories, prepares scholarship and fund reports, and assists with donor recognition events and cultivation activities. The role also serves as a point of contact for questions about fund status, scholarship awards, and stewardship; maintains records and impact materials; and coordinates process improvements related to financial stewardship, scholarship reporting, and donor communications.
Requirements
- Bachelor’s degree required.
- At least 1 year of experience in donor relations, stewardship, financial administration, or a related role.
- Experience working with financial reports and creating streamlined processes.
- Ability to review, organize, and interpret data accurately.
- Strong attention to detail, proofreading ability, and commitment to accuracy.
- Ability to collaborate with colleagues across departments to gather information, clarify discrepancies, and complete reporting tasks.
- Familiarity with advancement, finance, scholarship, or CRM systems.
- Strong writing and editing skills, including the ability to communicate complex information clearly.
- Experience in a role requiring cross-departmental collaboration.
- Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term; the university does not offer H-1B or other work authorization visa sponsorship.
Responsibilities
- Pull, review, and organize annual financial and fund reports for colleges and units.
- Monitor fund balances, expenditures, awards, available resources, and other relevant activity, and follow up to ensure funds are spent.
- Collaborate with campus departments and units to gather information and address questions about fund activity.
- Review donor-restricted fund activity against gift agreements and donor intent, and identify questions or potential concerns for follow-up.
- Maintain organized records and documentation supporting fund reports, scholarship reporting, donor communications, and stewardship activities.
- Create and distribute scholarship reports, fund reports, and other impact and use information for donor stewardship.
- Assist in collecting scholarship recipient information, profiles, quotations, academic updates, photographs, and other materials for donor communications.
- Maintain and contribute to a content library of student profiles, photographs, quotations, success stories, data, and other impact materials.
- Proofread and review reports and communications for accuracy, clarity, appropriate tone, donor intent, and adherence to reporting deadlines.
- Serve as a point of contact for internal and external inquiries about fund status, scholarship awards, and general stewardship questions.
- Manage multiple projects, priorities, and deadlines with accuracy and attention to detail.
- Coordinate process improvement efforts related to financial stewardship, scholarship reporting, and donor communications.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
