Opening
Full Time 40 hours Range URG 104 Ofc Sr Vice Pres Advancement
Schedule
8 AM-4:30 PM; OCC WKNDS/HOLS
Responsibilities
GENERAL PURPOSE:
With minimal direction and considerable latitude for independent judgment, performs daily gift and biographic updates to the Advancement OASIS database. Analyzes all information for input into OASIS, reviews and verifies accuracy of records, and works with university and advancement colleagues at all levels, as well as donors to ensure gift and biographic entry complies with UR, departmental, and IRS policies and regulations. A high level of skill and proficiency is required in the management of this confidential process.
RESPONSIBILITIES:
- Accurate review, analysis, OASIS entry, and follow-up of gifts within the timeframe identified in department standards. This process includes analyzing all gifts utilizing a basic understanding of Advancement policies and accounting principles and concepts. (20%). Knowledge obtained through departmental learning materials and training sessions, to proficiently learn and use OASIS and Advancement tools. Understanding of IRS regulations as they pertain to gift acceptance, processing, and receipting, to ensure accurate handling of gifts. Have a basic understanding of balancing cash, in flow and out flow.
- Represent the department and the university in a professional manner, always protecting confidentiality of donor information. Collaborate with various internal customers to understand their informational and business needs, and how the analyst’s work impacts them and external customers. Answering phones in a professional courteous manner to answer internal and external customer questions. Maintain an orderly work area, files, and records, including clearing desk at the end of the day, locking all confidential donor information when away from desk, and keeping records of files so work can be retrieved by supervisors as necessary. Independently manage own workload and priorities, consulting supervisors and/or clientele as necessary.
- Accurately entering the information into OASIS, meeting timeliness and accuracy standards, as defined by department procedures, which will be monitored.
- Accurate analysis of biographic updates following Advancement policies. This process includes analyzing requested updates.
- OASIS entry and follow-up of all biographic updates (including those identified through daily work and those assigned to analyst as a project).
- Through reading material and training sessions, learn and maintain information to clearly understand policies and procedures related to position as a Data Specialist; bring to supervisor’s attention possible issues in a timely manner and participate in determining solution.
- Through training sessions and reading material, learn and maintain knowledge of UR Advancement and Gift & Donor Records policies and procedures as well as IRS guidelines to process gifts accurately and proficiently. The analyst will be required to participate in regular training sessions to keep their knowledge current and relevant.
Other duties as assigned
REQUIREMENTS:
- Two years post-secondary education
- 2+ years of experience in an operational environment such as Advancement Services or bank operations;
- or equivalent combination of education and experience
- Scrupulous accuracy and attention to detail, as well as the ability to exercise sound independent judgment and follow established protocols and procedures.
- Proven ability to prioritize and multi-task in a fast-paced environment, accommodate shifting priorities, and meet deadlines.
- Proven ability to work independently with minimal supervision as well as be a strong cross-functional team player.
- Detail oriented with strong organizational skills and ability to problem solve.
- Advanced proficiency using the Microsoft Office suite of programs (especially Excel, Access and Word), in a networked, Windows-based environment.
- Well-developed interpersonal skills including excellent oral and face-to-face communication skills, as well as the ability to consistently produce concise, professional written communications. Ability to interact effectively with all levels of staff, including executive level clients.
- General understanding of national and institutional professional fundraising methods and advancement services practices and standards.
- Regular and reliable attendance is required.
The University of Rochester is committed to fostering, cultivating, and preserving a culture of equity, diversity, and inclusion to advance the University’s mission to Learn, Discover, Heal, Create – and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion/creed, sex, sexual orientation, citizenship status, or any other status protected by law. This commitment extends to the administration of our policies, admissions, employment, access, and recruitment of candidates from underrepresented populations, veterans, and persons with disabilities consistent with these values and government contractor Affirmative Action obligations.
How To Apply
All applicants must apply online.
EOE Minorities/Females/Protected Veterans/Disabled
Pay Range
Pay Range: $18.65 - $26.11 Hourly
The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job’s compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.