Gift Processing Manager

Universities of Wisconsin • Madison, WI

8d • $68,000 - $72,000 • Hybrid

About The Position

The Gift Processing Manager leads gift processing operations for PBS Wisconsin and Wisconsin Public Radio, ensuring the accurate, timely, and compliant recording of contributed revenue in constituent management systems that drive donor relationships and support financial reporting. This position supervises a team of three Gift Processing Specialists, overseeing the recording of donations across multiple giving channels and transaction types, as well as related account data hygiene procedures. This role reviews and approves complex gift transactions, including adjustments, reversals, refunds and corrections, and ensures that gifts are accurately recorded to support fundraising, donor acknowledgment and financial reconciliation. This is a working manager role, which requires both hands-on execution of gift processing and account management tasks, and leading and supervising the work of the gift processing team. This role also serves as a resource for best practices around gift entry for fundraising staff, with an emphasis on Membership and Major Gifts. A typical workday for the Gift Processing Manager may include processing and adjusting transactions, creating work plans and schedules for the gift processing team, conducting staff training or review on procedures and updating related documentation, coaching direct reports to improve accuracy and efficiency, exporting data and reports for donor communications or quality control and troubleshooting issues that arise, and answering questions via email and chat. A successful candidate for this role holds high standards for the accurate and timely recording of donors’ contributions, possesses strong organizational and communication skills to plan and direct shared work with a team, approaches change and new technology with positivity and curiosity, and is a supportive leader who coaches and empowers others to grow in their skills and knowledge. They also possess the ability to perform highly detail-oriented work for long periods, as well as pause and resume complex tasks while maintaining accuracy and continuity of workflow.

Requirements

• Demonstrated experience processing and monitoring financial transactions, including experience with high-volume, bulk and/or automated processing procedures.
• Exceptional and consistent attention to detail to ensure the accuracy and completeness of transaction records and donor accounts.
• Strong analytical and problem-solving skills to interpret data and investigate and address inconsistencies and errors.
• Experience creating clear, accurate written process documentation.
• Strong verbal communication skills to conduct training, coach direct reports and other colleagues on procedures, and communicate directly with donors as needed.

Nice To Haves

• Supervisory or lead worker experience, preferably including experience hiring, training, providing constructive feedback and managing performance.
• Experience processing common types of charitable contributions in a nonprofit environment, such as annual gifts; ongoing recurring donations; and giving vehicles like donor-advised funds, qualified charitable distributions from IRAs, and gifts of stock.
• Experience managing customer or donor information in a constituent relationship management (CRM) system.
• Experience designing and delivering effective training, especially training that translates technical processes into understandable instruction.
• Experience working with PCI (Payment Card Industry) standards as they apply to a sales or nonprofit fundraising environment.

Responsibilities

• May train staff on financial processes and best practices
• Reviews and approves complex transactions and assigns funding codes in accordance with established rules, regulations, and policies
• Monitors financial transactions and fund balances and generates and reconciles complex reports and statements in accordance with established rules and regulations
• Reviews transaction processing internal controls and recommends policies and procedures
• Answers complex fiscal questions and provides information based on set materials and standards to various audiences
• Drafts communications and reports and maintains organization of varied records to provide administrative support within a specified work unit
• Reallocates expenses to appropriate funding strings

Benefits

• generous paid time off
• competitively priced health/dental/vision/life insurance
• tax-advantaged savings accounts
• participation in the nationally recognized Wisconsin Retirement System (WRS) pension fund

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level