Advancement Specialist

Job Summary:

The Advancement Specialist plays a pivotal role in the timely processing and acknowledgement of gifts from our donors. This role spans the gap between our Advancement (fundraising) and Finance teams to ensure data accuracy in both systems, and aids in reporting of fundraising outcomes to organizational leadership teams.

Essential Duties

Gift Processing 50%

• Create and update daily Advancement bank account deposit report.
• Collaborate with Finance, Grants, Legal, and Data Teams to investigate if source/destination of deposit is unclear.
• Daily download of gift data from our processor’s secure FTP site
• Prep donations and donor data for import in our CRM system
• Daily import of online donation records from our FundraiseUp platform
• Monthly gift Import of Thrift Store donations
  
  

Gifts & Financial Reconciliation 20%

• Create monthly Finance reports for Reconciliation.
• In collaboration with Accounting Manager and Manager of Data & Analytics, reconcile gift data in CRM with Ledger and Account Balances in ERP.
  
  

CRM Reporting & Data Analysis & Integrity 30%

• Update weekly Intake & Referral Reporting
• Assist in ad hoc report creation as requests.
• Assist in creation of mailing lists from donor and gift data in CRM.
• Work with CRM Administrator and Manager of Data & Analytics to develop policies and procedures to ensure data integrity in CRM system.
• Run recurring data integrity checks and make necessary corrections in CRM
  
  

The above reflects the general details necessary to describe the principle and essential functions of the position and shall not be construed as the only duties that may be assigned for the position.

Knowledge, Skill,and Abilities for Success in the Role:

Knowledge: Theoretical or practical understanding of a subject acquired and increases through experience.

Skills: Proficiencies developed through training, practice, or experience.

Abilities: The level and quality of being able to do something improved with training and experience.

• Basic knowledge of business accounting and advancement practices and procedures.
• Knowledge of CRM and ERP systems particularly understanding of data files and structures with ability to import and export.
• Ability to work both independently and in a team setting.
• Experience in Microsoft Dynamics CRM and ERP preferred but not required.
  
  

Our Values – The “Way” We Work:

Mission First

We are called to support others to flourish and that deserves our full energy, commitment, and focus.

One AbleLight

We are ONE TEAM working together to advance quality. We value collaboration, accountability, transparency, and courage.

Christian Love

We are guided by our Christian Faith because all people have infinite value. We welcome and love every person, we act with empathy, grace, dignity, and patience.

Minimum Job Qualifications:

Education:

High School Degree

Experience:

3 years of relevant experience including CRM and ERP systems, accounting, and advancement.