Data Imports and Gift Processing Officer

London Permanent £30,800 - £37,000
  • Work for a world leading prestigious university
  • Work in a busy and diverse role

About Our Client

A large University in Central London

Job Description

· Responsibilities of the role:

· Be responsible for all gifts and pledges being added to Senator and help support acknowledgement of them in a central or distributed way as our capacity increases or decreases.

· Import and reconcile on-line, direct debit and other external sources of giving to Senator.

· Be available to import other forms of data, not just financial. This may include constituent updates, event imports, scholarships, actions and solicit codes.

· Be part of the prompt banking of cheques or cash received by the Development Office.

· Monitor the Development Office bank account, Blackbaud Merchant Services and CAF accounts, providing a monthly reconciliation against the Development Office database.

· Liaise with University Departments, Institutes and stakeholders with regard to gift agreements, gifts and pledges that they may have received directly and integrate them into Senator to provide a University-wide philanthropic view.

· Support the identification of and rectify errors in donations accounts.

· Liaise with UoL and other Finance departments on account coding, gift aid claims and the General Ledger (GL) process including imports.

· Work with colleagues in the Development team, philanthropic partners and other stakeholders to liaise with donors or their representatives where appropriate to provide payment and financial information.

· Work and liaise with colleagues in the Development team to enable them, philanthropic partners and other stakeholders to send pledge reminders to donors and monitor late payments liaising with colleagues as appropriate.

· Support the recording of receipt of payments for events, services and group memberships.

· Support the providing of refunds where appropriate and record these on Senator.

· Support the adding of selected historical gifts received by the University of London to Senator.

· Produce the gift aid claim for philanthropic donations using Senator, liaise with UoL Finance on the claim and ensure the gift aid is correctly posted. Also, liaise with other philanthropic partners in their GA claims making sure there is no cross over of claiming.

· Liaise with UoL Finance department, philanthropic partners and other stakeholder administrators in ensuring that donations are directed to the correct departmental account.

· Be able to take a share of query, report, data selections and project requests from the BAU pipeline inbox, maintain the request update in the BAU pipeline reporting and complete the request, managing expectations of the stakeholder.

· Be able to deliver training on the products you use to deliver on an ad-hoc or regular basis.

· Step in to cover data partnerships officer for UoL as and when required.

· You will contribute to a focus on data integrity which will be driven by the knowledge that each record in our system represents an individual or organisation who has entrusted the University with their information and build confidence in the information and data we manage.

· You will also form positive and productive connections across UoL to make sure information and data is aligned and we are partnering with our colleagues in ITDS, Finance, Student management and philanthropic partners.

The Successful Applicant

Essential:

· You must be organised with the ability to multitask and prioritise, be flexible and have enthusiasm and resilience to achieve BAU, goals and see projects through to completion.

· Proven track record of using databases preferably Blackbaud CRM and/or Raisers Edge and web platform such as BBIS or BBNC and experience of applying that knowledge and multiple relevant reporting tools, plus Direct debit and other giving systems and be willing to learn and update your knowledge.

· Proven experience in gift processing and fund management within a development / fundraising office or not-for-profit.

· You will have experience in servicing data requests from multiple stakeholders, managing expectations and resetting them where required as well as being ready for those critical path decisions when you have conflicting / competing priorities, reaching out to your line Manager for support when you need too.

· You will have experience to ensure the information and data repositories and their outputs are fit for purpose, ensuring data provides accurate information and stakeholders have confidence in the information and data they use.

· You will have a strong understanding of data and delivering impactful insight through analysis utilising good project management and process skills.

· You will have good presentation skills and have the ability to effectively communicate actions and additional recommendations and opportunities.

· Good understanding of importing of data into CRM systems .

· Experience of liaising and forming relationships in an office-based environment, preferably with experience in fundraising or development.

· Proven ability to prioritise workloads and utilise good organisational and time management skills to deliver on multiple activities simultaneously.

· Evidence of a positive, enthusiastic, and creative approach, with the drive and tenacity to deliver new initiatives and improve existing programmes. .

· The ability to work with initiative.

· An empathy with and understanding of the worlds of business and academia.

· Strong sense of professional integrity and teamwork.

· Good communication skills.

Desirable:

· Passion for, commitment to, and knowledge of higher education and the role of philanthropy.

· Experience of working in a large, complex organisation.

· Experience of working with an institution which is both international and complex.

What's on Offer

Permanent position

Contact
Charlotte Pimbley
Quote job ref
JN-052022-5630737
Phone number
+44 207 269 2115

Job summary

Sector
Technology
Sub Sector
IT Support
Industry
Public Sector
Location
London
Contract type
Permanent
Consultant name
Charlotte Pimbley
Consultant phone
+44 207 269 2115
Job reference
JN-052022-5630737