The Assistant Director will supervise direct reports, and additional staff as required. He/she will have final approval authority for daily cash deposit journals, credit card settlements and the matching gifts process.
Responsibilities include but are not limited to the following:
Management of all activities related to the timely and accurate processing, depositing, receipting, and reconciliation of all gifts to Columbia University processed by the University Development and Alumni Relations department.
Conduct gift processing seminars for University staff periodically throughout the year. Serves as the primary Gift Systems liaison on standard gift processing issues for staff at all levels in the schools, departments, centers, and institutes that comprise the Columbia University development community.
Conduct quality control reviews and approval of all demographic and gift data entered to the system.
Develop performance standards for the gift processors and establish review procedures that lead to improved performance.
Review and approve documentation for all gifts of $5,000 or more to insure compliance with IRS and University policies regarding charitable donations and assure compliance with donor directions. The Assistant Director will have the authority to reject any gift that is non-compliant or undocumented.
Process recurring credit card charges and establish a repetitive batch for review and system uploading.
Communicate with development, business personnel and donors to handle gift recording exceptions and issues; use various research tools to identify donor names, addresses, and classifications, will maintain auxiliary donor databases (e.g. anonymous donors file.)
Manage and oversee matching gifts process ensuring that there are daily monitoring reports that will identify gifts that have matching gift potential.
Establish an efficient automated tracking system for pending matching gift claims incorporating a policy for writing off open claims after a predetermined period of time.
Develop an annual business plan with the objectives of the unit and the way in which progress will be measured. This position is responsible for setting goals and objectives for the direct reports within the assigned units. Provides regular coaching, feedback and career guidance as well as administer performance evaluations.
Provide documentation to support recommendations for hiring and administering progress discipline as applicable.
Interview, train, guide and evaluate the Bio/Gift Input staff in the use of the development system.
Communicate all application issues to the development system management team and follow-up to resolution; maintain and up-to-date manual; develop training materials, and identify areas where additional training is required.
Performs other duties as assigned by the Deputy of Gift Systems; participates in planning and evaluation exercises for the Gift Systems unit, coordinates, schedules, and executes special projects at the request of the Deputy Director, and backs up the Deputy Director when absent.
Bachelor's degree and a minimum of 3 - 4 years of experience in the management of gift processing or equivalent combination of education and experience required; thorough knowledge of financial reporting/fundraising systems required; supervisory experience required; experience in database management required. Proficiency with Microsoft Word and related applications required. Strong interpersonal skills, excellent communication skills both written and verbal required. Familiarity with database applications and spreadsheet applications required.
Candidate must possess a high level of attention to detail. Demonstrated ability to supervise, train and motivate staff is essential. The incumbent must have demonstrated ability to work in a highly pressured environment. Candidate must possess a high level of attention to detail. Demonstrated ability to supervise, train and motivate staff is essential.
Type other requirements and/or special indicators if CUIMC
Equal Opportunity Employer / Disability / Veteran
Columbia University is committed to the hiring of qualified local residents.
Internal Number: 510932
About Columbia University
Columbia University is one of the world's most important centers of research and at the same time a distinctive and distinguished learning environment for undergraduates and graduate students in many scholarly and professional fields. The University recognizes the importance of its location in New York City and seeks to link its research and teaching to the vast resources of a great metropolis. It seeks to attract a diverse and international faculty and student body, to support research and teaching on global issues, and to create academic relationships with many countries and regions. It expects all areas of the university to advance knowledge and learning at the highest level and to convey the products of its efforts to the world.