Lead Gift Processor (Accounting Technician III)

California State University System•Fullerton, CA

40d

About The Position

A strong foundation of supporters is essential to enhancing academic innovation, empowering students, transforming campus structures and enriching the community. Through gifts large and small, Cal State Fullerton elevates the potential of our remarkable students. The office of Central Development is dedicated to increasing community, tradition, and contributions to the University by working together with the campus community. We seek an exceptional individual to join our team as the Lead Gift Processor (Accounting Technician III). The ideal candidate in this role should have a positive attitude and an active, energetic mind characterized by highly ethical practices and a commitment to inclusivity, openness, flexibility, integrity, and kindness. Reporting to the Director of Gift Compliance and Data Services, the Lead Gift Processor oversees all activities related to gift processing. This includes executing established policies and procedures for the successful recording, maintenance, receipting, documenting, and collection of private gifts and grants to CSU Fullerton and its Colleges, Departments, and Programs. The Lead Gift Processor also ensures the quality of gift record data and oversees customer service related to the University's charitable contributions. Coordinates the day-to-day gift processing activities and ensures accuracy and timeliness of these processes, asses and recommends areas of improvement, including the development and modification of department data standards, and implementing more automated processes for consistency. Daily responsibilities include preparing, reviewing, and consolidating deposits, as well as serving as the main liaison for the CSUF foundation. Additionally, the Lead Gift Processor oversees gift processes to ensure all charitable contributions to the university are completed in a complete, prompt manner, following IRS and Council for Advancement and Support of Education (CASE) guidelines and respecting donors' intentions. Other duties as assigned.

Requirements

Four years of progressively responsible financial record-keeping experience or any equivalent combination of education and experience which provides the required knowledge and abilities.
Comprehensive knowledge of financial record-keeping, mathematical and general office methods, procedures, and practices; and basic knowledge of Generally Accepted Accounting Principles (GAAP).
Ability to interpret and apply a wide variety of written rules and regulations.
Ability to maintain accounting records for funds, programs, or activities involving multiple transactions.
Ability to compile, verify, and reconcile financial data.
Use current computer word processing and spreadsheet software programs, web browsers, query tools, integrated financial systems and/or other types of records management systems, such as student accounting, cashiering and student financial aid.
Ability to Investigate and resolve errors and discrepancies.
Read and interpret computer-generated reports.
A background check (including a criminal records check) must be completed satisfactorily and is required for employment.
A valid California driver's license.

Nice To Haves

Experience in a higher education environment with emphasis on gift processing in an advancement or development office.
Experience with a fundraising database such as Blackbaud.
A fundamental understanding of fundraising and how it relates to the various departments internally and externally of University Advancement.

Responsibilities

Oversees all activities related to gift processing.
Executing established policies and procedures for the successful recording, maintenance, receipting, documenting, and collection of private gifts and grants to CSU Fullerton and its Colleges, Departments, and Programs.
Ensures the quality of gift record data and oversees customer service related to the University's charitable contributions.
Coordinates the day-to-day gift processing activities and ensures accuracy and timeliness of these processes, asses and recommends areas of improvement, including the development and modification of department data standards, and implementing more automated processes for consistency.
Preparing, reviewing, and consolidating deposits, as well as serving as the main liaison for the CSUF foundation.
Oversees gift processes to ensure all charitable contributions to the university are completed in a complete, prompt manner, following IRS and Council for Advancement and Support of Education (CASE) guidelines and respecting donors' intentions.

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