Financial Services Coordinator
About the role
Union/Affiliation:
C.U.P.E. Local 3338
Pay range:
$33.29 hourly plus 14% in lieu of benefits
SFU Department Descr:
Advancement & Alumni Engagement
Position Grade:
9
of openings:
1
Biweekly Hours:
70
Who We Are
Simon Fraser University is a leading research university, advancing an inclusive and sustainable future. Our purpose – the essence of SFU – is to create and connect knowledge, learning and community for deeper understanding and meaningful impact. We are committed to fostering excellence, innovation, belonging and community in all that we do.
Advancement and Alumni Engagement (AAE) is committed to working with donors and alumni to advance new ideas that are furthering our communities - like addressing environmental concerns and providing lifelong value for students - and encourage investment in programs that are transforming the landscape of teaching and learning.
About the Role
Reporting to the Manager, Donations Processing, and acting as the lead on a team of three, this position uses an in-depth understanding of five unique and complex database systems (UA's fundraising and constituent relation management system - eCRM, Peoplesoft, FAST, Campus Call and Artez) to analyze and verify Donations Processing objectives and processes, and to recommend improvements for effectiveness, efficiencies and economies. This position receives information about new donations, pledges and pledge payments from fundraisers, individuals across campus, and donors, and coordinates the recording and acknowledgement of all charitable donations, pledges and pledge payments received. This position establishes daily and weekly priorities for the Donations Processing team, and ensures that electronic and paper files are kept current and correct. Liaising with Financial Services, this position is required to oversee the processing and banking of cheques, cash, electronic fund transfers (EFT's), money orders, and credit cards, issuing charitable tax or business receipts and acknowledgements or reminders where eligible. This position monitors the University Advancement bank account for accuracy; performs bank reconciliations; and reports errors to the Director, Advancement Services. Provides financial documentation support to the Director of Advancement Services, the Senior Director, Advancement, Vice President and Advancement Officers by providing donor fund summaries, analyses, and donation histories using information downloaded from the Blackbaud eCRM database. Trains, assigns and checks the work of two Donations Records Administrators and a temporary assistant hired during the spring and fall Alumni Annual Appeal Student Calling Program. Serves as the University Advancement Departmental expert on eCRM as it relates to designations, donor information, and gift data.
Full
About Simon Fraser University
As Canada’s engaged university, SFU works with communities, organizations and partners to create, share and embrace knowledge that improves life and generates real change. We deliver a world-class education with lifelong value that shapes change-makers, visionaries and problem-solvers. We connect research and innovation to entrepreneurship and industry to deliver sustainable, relevant solutions to today’s problems. With campuses in British Columbia’s three largest cities – Vancouver, Burnaby and Surrey – SFU has eight faculties that deliver 193 undergraduate degree programs and 127 graduate degree programs to more than 35,000 students. The university now boasts more than 160,000 alumni residing in 143 countries.
Financial Services Coordinator
About the role
Union/Affiliation:
C.U.P.E. Local 3338
Pay range:
$33.29 hourly plus 14% in lieu of benefits
SFU Department Descr:
Advancement & Alumni Engagement
Position Grade:
9
of openings:
1
Biweekly Hours:
70
Who We Are
Simon Fraser University is a leading research university, advancing an inclusive and sustainable future. Our purpose – the essence of SFU – is to create and connect knowledge, learning and community for deeper understanding and meaningful impact. We are committed to fostering excellence, innovation, belonging and community in all that we do.
Advancement and Alumni Engagement (AAE) is committed to working with donors and alumni to advance new ideas that are furthering our communities - like addressing environmental concerns and providing lifelong value for students - and encourage investment in programs that are transforming the landscape of teaching and learning.
About the Role
Reporting to the Manager, Donations Processing, and acting as the lead on a team of three, this position uses an in-depth understanding of five unique and complex database systems (UA's fundraising and constituent relation management system - eCRM, Peoplesoft, FAST, Campus Call and Artez) to analyze and verify Donations Processing objectives and processes, and to recommend improvements for effectiveness, efficiencies and economies. This position receives information about new donations, pledges and pledge payments from fundraisers, individuals across campus, and donors, and coordinates the recording and acknowledgement of all charitable donations, pledges and pledge payments received. This position establishes daily and weekly priorities for the Donations Processing team, and ensures that electronic and paper files are kept current and correct. Liaising with Financial Services, this position is required to oversee the processing and banking of cheques, cash, electronic fund transfers (EFT's), money orders, and credit cards, issuing charitable tax or business receipts and acknowledgements or reminders where eligible. This position monitors the University Advancement bank account for accuracy; performs bank reconciliations; and reports errors to the Director, Advancement Services. Provides financial documentation support to the Director of Advancement Services, the Senior Director, Advancement, Vice President and Advancement Officers by providing donor fund summaries, analyses, and donation histories using information downloaded from the Blackbaud eCRM database. Trains, assigns and checks the work of two Donations Records Administrators and a temporary assistant hired during the spring and fall Alumni Annual Appeal Student Calling Program. Serves as the University Advancement Departmental expert on eCRM as it relates to designations, donor information, and gift data.
Full
About Simon Fraser University
As Canada’s engaged university, SFU works with communities, organizations and partners to create, share and embrace knowledge that improves life and generates real change. We deliver a world-class education with lifelong value that shapes change-makers, visionaries and problem-solvers. We connect research and innovation to entrepreneurship and industry to deliver sustainable, relevant solutions to today’s problems. With campuses in British Columbia’s three largest cities – Vancouver, Burnaby and Surrey – SFU has eight faculties that deliver 193 undergraduate degree programs and 127 graduate degree programs to more than 35,000 students. The university now boasts more than 160,000 alumni residing in 143 countries.