Financial Analyst II, Alumni & Development Records

Duke Health | Durham, NC, United States

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Posted Date 9/14/2021
Description

Occupational Summary

This position is responsible for all financial accounting and reporting activities in DADD (Duke Alumni Development Database) and SAP for Alumni & Development Records (ADR). The position provides responsive, accurate, and professional financial and management support for all work performed in ADR. It ensures all philanthropic activity is updated to the general ledger on an accurate and timely basis. The position provides direct managerial oversight in support of processing of gifts and pledges, reconciling related general ledger accounts, and maintaining accurate donor and alumni biographical/demographic information. The position is an integral liaison to staff in managing federal and state tax regulations that impact acceptance and recognition of gifts and pledges. It works closely with staff in Financial Services, Development, and various units to provide needed reporting on pledges and giving activity

Work Performed

Ensure accurate, timely, and complete updating of philanthropic activity from DADD to the general ledger in SAP. Utilize open items reconciliation in SAP to verify accuracy of reporting and ensure that outstanding items are promptly cleared. Work closely with team members to communicate and resolve outstanding work.

Prepare monthly reconciliations of multiple general ledger accounts for giving activity posted to DADD and SAP.

Perform continuous review of key financial work processes to identify opportunities for automation to reduce reliance on manual effort and improve accuracy and timeliness in processing of gifts and pledges and in updates to donor biographical & demographic data. ?

Work with ADR management team to identify and develop strategies for continuous process improvement to help ensure work is completed efficiently and all processing deadlines are met.

Participate in ADR efforts related to major initiatives including periodic upgrades to DADD, annual support pack updates, and implementation of new functionality. Work with Administrative System Management (ASM) to identify opportunities to further streamline ADR activities by utilizing DADD functionality; develop, test, and implement these resolutions. ?

Guide and supervise efforts related to securing matching gifts including updating corporate matching gift websites, completing matching gift confirmations, and responding to donor and corporate inquiries.

Triage and address requests from departments for reporting on giving and pledge activity. Perform financial analysis for complicated donor giving and pledge records to provide specialized reporting.

Provide guidance and direction in addressing requests to make complex modifications and/or corrections to gifts and pledges in DADD to ensure these changes achieve the desired results to both reporting and the general ledger.

Serve as resource to staff on tax issues (federal, state, and local) impacting gifts, including donor-advised funds, gifts attached to athletic event ticket rights, IRS requirements for gift receipt information, and sales taxes on certain gift premiums. Coordinate efforts, where needed, with Corporate Tax and University Counsel, to stay abreast of tax code/regulatory changes.

Analyze and allocate to departments bank service charges assessed for credit card merchant fees, Paypal, and similar services. Serve as point-of-contact for questions related to these fees.

Report on gifts held in suspense. Work closely with staff in Development, schools, and business units to secure designations and clear items from suspense.

Research and resolve issues related to returned gifts, returned checks and e-checks, and credit card chargebacks/reversals.

Complete other duties and projects as assigned.

Desired Skills

  • strong understanding of internal controls and how they are operationalized in a check handling environment
  • experience working with SAP or similar ERP process management software
  • initiative and a high level of attention to detail
  • superior analytical and organizational skills, and the ability to assimilate and conceptualize information
  • superior time management skills and the ability to work in a deadline-driven environment
  • outstanding oral and written communication skills and excellent interpersonal skills
  • superior judgment and the ability to identify and maintain confidential information
  • ability to interact seamlessly with a broad constituency in a tactful, collegial, and diplomatic manner
  • highly motivated with ability to work independently and in a team-oriented environment
  • experience managing others

The intent of this job description is to provide a representation and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.

Minimum Qualifications

Education

Work requires a bachelor's degree in Accounting, Economics or a related field.

Experience

Work generally requires three years of experience in managerial accounting to include one year as a Financial Analyst I or equivalent. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE.

Duke is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essentialjob functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

Category
Finance & Financial Services | Healthcare & Public Health

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