Endowment and Gift Services Specialist

This is a professional position responsible for performing accounting work in accordance with generally accepted accounting procedures and methods, state and federal laws/regulations, and university/system policy. Responsible for reporting contributions received, and monitoring and maintaining compliance with the Internal Revenue Service (IRS) gifts and contributions standards. Responsible for assisting with endowment distribution, reporting, and compliance. Works under general supervision, with limited latitude for independent judgment. Reports to Director of Advancement Services.

1. Coordinates university stewardship, gift processing, and endowment management within the department.

2. Verifies accuracy of accounting data and entries.

3. Monitors and maintains endowment files, including but not limited to filing, updating, and securing records.

4. Assists in the maintenance of the advancement services constituent database.

5. Prepares and posts journal entries, interdepartmental transfer requests, new/modify account requests, and budget changes.

6. Develops and maintains financial records.

7. Compiles reports related to university endowment activity.

8. Creates reports regarding the disbursement of private funds from individuals, organizations, and others for university, college, and departmental discretionary accounts.

9. Balances and reconciles accounts.

10. Prepares special reports; compiles and analyzes data as requested.

11. Assists with endowment distribution and works closely with account managers regarding endowment reporting.

12. Prepares requisitions, invoices, and contracts.

13. Assists the director with the university endowment compliance program.

14. Serves as a backup to support gift processing tasks and duties.

1. May receive and/or supervise the receipt of donations from student and others for departmentally sponsored activities.
2. Performs other related duties as assigned.

The individual must possess the following knowledge, skills, and abilities or be able to explain and demonstrate that the individual can perform the essential functions of the job, with or without reasonable accommodation.

1. Knowledge of, or the ability to learn, university policies and procedures.

2. Knowledge of generally accepted accounting procedures and methods, and ability to apply them to specific situations.

3. Knowledge of IRS rules and regulations regarding charitable gifts.

4. Skill in completing assignments accurately and with attention to detail.

5. Skill in the use of computer applications including spreadsheet, database, and word processing.

6. Ability to learn office and university-specific software.

7. Ability to communicate effectively in both written and oral form.

8. Ability to compile, organize, interpret, and communicate accounting data and results in a concise format.

9. Ability to maintain effective interpersonal relationships.

10. Ability to set priorities and complete assignments on time.

11. Ability to prepare and maintain records, files, and reports.

Bachelor’s degree in accounting, business or a related field is required. Related experience may be substituted for required education on a basis set forth by the Department of Human Resources.

Two years of related experience is required. Candidates who do not meet the experience requirement but have a Master’s degree in a related field may also be considered.

Current Certified Public Accountant (CPA) license is preferred.

This is a security-sensitive position subject to criminal record check.
This is an IT-sensitive position subject to Computer and Network Security policy.

This position is eligible for participation in the Teacher Retirement System of Texas (TRS) retirement plan, subject to the position being at least 20 hours per week and at least 135 days in length.

Stephen F. Austin State University, an Equal Employment Opportunity and Affirmative Action Employer and Educator, is committed to excellence. All qualified applicants will receive consideration for employment without regard to sex, race, creed, color, age, national origin, religion or physical or mental disability as required by law. If, because of an impairment or disability, you need accommodation during any part of the employment process, please contact Human Resources at 936-468-2304.

Required fields are indicated with an asterisk (*).

Required Documents Optional Documents