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Financial Specialist & Matching Gift Coordinator

UW-Eau Claire – Eau Claire Campus

Full Time, Staff

  • Official Title: Financial Specialist II
  • Job ID: #18963
  • Date Posted:
  • Apply by: | To ensure consideration, completed applications must be received by deadline. However, screening may continue until position is filled.
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Financial Specialist & Matching Gift Coordinator

A full-time university staff position is available in the Alumni Development & University Advancement Office beginning October 31, 2022. The working title for this assignment is Financial Specialist and Matching Gift Coordinator with an official title of Financial Specialist II. This is an expected-to-continue assignment which requires a six-month probationary period. The expected hourly hiring salary will be based on qualifications and experience.

MINIMUM QUALIFICATIONS: Minimum of associate degree required. At least four years’ experience in an office working environment, doing administrative and basic accounting work. Strong organizational, written, and oral communication skills; strong interpersonal skills to be able to interact with donors, alumni, students, and staff; very proficient in Microsoft Office components and internet search skills. Must be detail oriented.

PREFERRED QUALIFICATIONS: Bachelor’s degree. Experience in working in a non-profit organization/foundation where fund raising is a major activity; experience working with data bases/software such as People Soft, Raisers Edge, Financial Edge; proficient with Microsoft Word and Excel; good typing skills; ability to deal with and maintain confidential information; cash- handling or other financial experience; and demonstrated commitment to diversity, equity, and inclusiveness.

DUTIES:

Gift Entry

This position is on the staff of Development and Alumni Relations and provides critical program support to the UW-Eau Claire Foundation. This position serves as staff member for all cash receipts processing and demographic updating on donors and alumni as well as overseeing matching gifts for the Development and Alumni Relations area. The primary function is to record charitable gifts and miscellaneous revenue receipts on the Foundation's accounting/bookkeeping system. This position is responsible for making independent decisions on gifts that are not clearly designated, reconciling daily logs, creating new donor records, conducting online research for information on constituents and updating valuable demographic information on alumni and donors. This position reports to and works under the general supervision of the Director of Operations & Research.

Position requires a highly motivated, well organized, hard-working individual who pays great attention to detail. Applicant must be proficient with Microsoft Word and Excel, email and have good typing skills.

The items enumerated below are specific job functions and approximate percentage of time spent on each. Summary:

This position serves as staff member for all cash receipts processing and demographic updating on donors and alumni as well as overseeing matching gifts for the Development and Alumni Relations area.

Responsibilities

  • 50% - Process all cash and online donations while ensuring gifts go to correct Foundation accounts. Maintain current and historical information on daily logs for current fiscal year. Act as a point of contact for walk-in donations and campus department deposits.
  • 15% - Monitor all donor accounts for any potential qualifying matching gift opportunities and staying current on matching gift polices for various companies.
  • 15% -Notify donors who make gifts and are employed at matching gift companies and collecting/approving all paper and online matching gift forms.
  • 10% - Collect and Record all payments for revenue items such as University department special event income and sale of merchandise.
  • 10% - Conduct independent research on constituents and update records with current contact and demographic information. This includes updating donor records to reflect deceased status of confirmed deceased constituents.

THE UNIT: The Alumni Development Unit consists of 28 colleagues focused on and committed to the proactive engagement of alumni and friends in supporting the University of Wisconsin-Eau Claire. This includes annual, major, and planned giving programs to effectively generate private resources for the University’s benefit. The staff includes off-site development officers who work in areas cultivating, soliciting, and stewarding alumni and friends of the University. The unit works on effectively communicating and engaging the more than 90,000 alumni and more than 10,000 annual donors to the UW-Eau Claire Foundation. For more information go to: https://foundation.uwec.edu/

UNIVERSITY and EAU CLAIRE COMMUNITY: UW-Eau Claire, an institution of approximately 11,500 students and 1,400 faculty and staff, is consistently recognized as a top comprehensive university in the Midwest and is widely known as a leader in faculty- undergraduate research and study abroad. We strive for excellence in liberal education and select graduate and professional programs through commitment to teaching and learning and dedication to our core values of diversity, sustainability, leadership, and innovation.

The City of Eau Claire, situated at the confluence of the Chippewa and Eau Claire rivers, is at the center of a metropolitan area of approximately 100,000 people located 90 miles east of Minneapolis/St. Paul. The area features beautiful parks and trails, strong public schools, a vibrant arts scene and local food culture, and abundant recreational opportunities.

APPLICATION PROCEDURE: Applications are submitted electronically. Please follow instructions found on the following UW-Eau Claire Web site: https://www.uwec.edu/job-postings/ You must create an account and login before you can apply. If you have not yet registered, click on the "Click here to Register" link to begin the registration process. If you are already a registered user, input your "User Name" and "Password" and select "Login." Click the link to the Development and University Advancement: Financial Specialist and Matching Gift Coordinator position (Job ID # 18963) and then click the "Apply Now" button to submit your application electronically. Your application will not be considered complete until all required documents are attached, and all required fields are completed. Please be sure you have included the following in PDF format:

  • Letter of application
  • Resume
  • Names and contact information for three references.

Please direct requests for additional information to: Lori Maassen, Director of Operations & Research, at maassell@uwec.edu or 715-836-2876.

To ensure consideration, completed applications must be received by 4:00 pm on November 4, 2022. However, screening may continue until position is filled. The university reserves the right to contact additional references with notice given to the candidates at an appropriate time in the process. A criminal background check is required prior to employment.

The UW-Eau Claire Police Department is dedicated to maintaining a safe and secure environment for learning and working. Although crime at the University of Wisconsin-Eau Claire is limited, the University Police want students, faculty and staff to be aware of crime on campus and the area surrounding the campus. The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act is a federal law that requires colleges and universities to disclose annual information about campus crime. Visit Campus Security and Fire Report. Also visit our Campus Security Authority(CSA) policy.

UW-Eau Claire is an AA/EEO/Veterans/Disability employer dedicated to enhancing equity, diversity, and inclusion.

The University reserves the right to contact additional references with notice given to the candidates at an appropriate time in the process. Employment will require a background check. Employment will also require you and your references to answer questions regarding past conduct related to sexual violence and sexual harassment.

The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis. Stat. §. 19.36(7).