Foundation and University Advancement: Financial Specialist II-Gift Entry

POSITION: A full-time university staff position is available in the Alumni Development & University Advancement Office beginning in April 2024. 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 of 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: Bachelors 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; ability to deal with and maintain confidential information; cash-handling or other financial experience; and a demonstrated commitment to support and enhance the diversity and cultural and global awareness of students, faculty, and staff.

DUTIES: 

Gift Entry

Summary: This position serves as staff member for all cash receipts processing, monthly gift contributions, and demographic updating on donors and alumni for the Development and Alumni Relations area. This position oversees student gift entry.

Responsibilities

• 40% - 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.
• 25% - Collect and record all payments for revenue items such as University department special event income, athletics, and sale of merchandise.
• 15% - Monthly gift contributions. Act as contact for setting up all Payroll Deduction, EFT, and Recurring credit card donations. Processes the monthly gifts. Prepare and mails annual receipts for monthly donors.
• 15% - 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.
• 5% - Maintaining records, foundation accounts & administrative support.

THE UNIT: The Alumni Development Unit consists of 27 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 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 97,000 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 10,500 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 100,000people 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-Gift Entry position (Job ID # 20710) 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 April 15, 2024.  However, screening may continue until the 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. 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).

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.