Philanthropy Revenue Quality Assurance Specialist
About The Position
The Philanthropy Revenue Quality Assurance (QA) Specialist will work as part of the Philanthropy Revenue Management & Operations Team within Philanthropy Effectiveness in Global Development. Philanthropy Revenue QA Specialist will primarily be responsible for reviewing and committing constituent revenue transactions entered into BB CRM and will support the identification of bottlenecks, redundancies, vulnerabilities and opportunities for enhanced efficiency or effectiveness, and provide recommendations for process and procedure improvement. The Revenue Quality Assurance Specialist will work towards meeting strategic priorities by utilizing their advanced knowledge of the fundraising and finance technical systems, tools, and resources to perform their daily tasks of batch review and coordinate communications related to revenue processes and resources. The role requires substantial contact with stakeholders, e.g., development, audit, and legal; and they may serve as the lead liaison with other partners. The Revenue QA Specialist will keep up-to-date on organizational developments and best practices in order to improve services. They will enforce, implement and adapt processes and recommended procedures to improve effectiveness per consultation with business process owners. The Revenue Quality Assurance Specialist will review and approve the details of all revenue transactions entered into The Nature Conservancy’s constituent database of record generated by Conservancy fundraising/operating programs to ensure accuracy and compliance. Once reviewed and approved these transactions are committed to both the constituent and finance databases of record. They manage the batch commit and exception process, assist with technical/system support, and coordinate timely and accurate support by other team members for corrections to revenue transactions. They coordinate with Finance partners to resolve coding and donor intent issues, identify exception trends to recommend process improvements, and field retraining/skill remediation. They collaborate with various teams across TNC such as Finance, Development, Audit, Legal, and Business Units to ensure business processes and procedures facilitate compliance with donor stewardship and FASB/GAPP standards. They provide recommendations for process improvement and procedure updates, in particular those related to contribution revenue transactions. The Specialist must be able to work during hours aligned with one of the United States time zones.
Requirements
- Bachelor’s degree and 3 years related experience or equivalent combination
- Experience generating reports and analyzing and interpreting data
- Experience working across departments
- Experience with current technology in not-for-profit revenue management
- Experience, coursework, or other training in principles and practices of not-for-profit revenue management
Responsibilities
- Reviewing and committing constituent revenue transactions entered into BB CRM
- Support the identification of bottlenecks, redundancies, vulnerabilities and opportunities for enhanced efficiency or effectiveness
- Provide recommendations for process and procedure improvement
- Utilize advanced knowledge of fundraising and finance technical systems, tools, and resources to perform daily tasks of batch review
- Coordinate communications related to revenue processes and resources
- Keep up-to-date on organizational developments and best practices in order to improve services
- Enforce, implement and adapt processes and recommended procedures to improve effectiveness per consultation with business process owners
- Review and approve the details of all revenue transactions entered into The Nature Conservancy’s constituent database of record generated by Conservancy fundraising/operating programs to ensure accuracy and compliance
- Manage the batch commit and exception process
- Assist with technical/system support
- Coordinate timely and accurate support by other team members for corrections to revenue transactions
- Coordinate with Finance partners to resolve coding and donor intent issues
- Identify exception trends to recommend process improvements, and field retraining/skill remediation
- Collaborate with various teams across TNC such as Finance, Development, Audit, Legal, and Business Units to ensure business processes and procedures facilitate compliance with donor stewardship and FASB/GAPP standards
- Provide recommendations for process improvement and procedure updates, in particular those related to contribution revenue transactions
Benefits
- health care benefits
- flexible spending accounts
- a 401(k) plan with an 8% employer match
- parental leave
- accrued paid time off
- life insurance
- disability coverage
- employee assistance program
- other life and work well-being benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
