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Senior Analyst, Gift Processing & Tax Receipting, Office of Advancement

Job ID: 24649
Location: Main Campus
Updated February 09, 2022

This job posting is no longer active.

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We would like to take this opportunity to acknowledge the traditional territories of the people of the Treaty 7 region in Southern Alberta.
The City of Calgary is also home to Métis Nation of Alberta, Districts 5 and 6.

Position Overview

The Office of Advancement: Advancement Services is currently seeking a Full-time Regular Senior Analyst, Gift Processing & Tax Receipting.

The Advancement Services unit supports and guides fundraising, alumni engagement and communications efforts across UCalgary through gifts acceptance and management, alumni and donor research and prospect services, impact and financial reporting and data management.

This position reports to the Manager, Gift Processing & Tax Receipting, and works in partnership with donors, faculties, departments and other stakeholders, to ensure that all donations received by the University of Calgary are accounted for in accordance with the policies of the University and the Canada Revenue Agency. The Senior Analyst provides guidance to colleagus in the Office of Advancement relating to donations, requires a high level of accuracy and efficiency to coordinate bank deposits, applies excellent communication skills to work collaboratively with stakeholders, and offers support for analysis, reporting and account reconciliation purposes.

Position Description

Summary of Key Responsibilities (job functions include but are not limited to):

  • Required to manage own time and other analysts' time to ensure daily deposits are completed accurately and on schedule
  • Oversees processing for all tele-marketing, direct mail and online donations received by the University of Calgary
  • Ensure committed batches received from all analysts are balanced
  • Reconcile cash/cheques/credit cards with donations entered in the donor database
  • Facilitate the audit process by providing all supported documents for bank deposits
  • Lead the change management process and testing for new CRM enhancements and any future new platform implementations
  • Analyze new business opportunities in alignment and in support of Advancement activities
  • Initiate, design, and implement processes to enhance customer service and optimize operational efficiency
  • Determine priorities and work independently to determine the impact of work on other units in Advancement Services and across campus, while providing expertise and support for these other units as required
  • Responsible for supplying expertise and knowledge to internal and external stakeholders for all queries that pertain to the processing of donations to the University of Calgary.
  • Deliver one-on-one as well as group training to new Gift Processing Analysts or other Advancement colleagues
  • Acts as a mentor and assists University staff; advising on University policy and procedures, systems, programs and unit operations
  • Helps establish and maintain a customer service centric culture within the Gift Processing team
  • Prepare and submit requests for revenue adjustments and transfers
  • Maintain the GL Account and Segment structures in Blackbaud CRM
  • Active participation in reconciliation and management of financial records related to Advancement Services¿ activities
  • Review complex gift entries and monthly reconciliations of various project funds

Qualifications / Requirements:

  • University Degree with a concentration in Business, Accounting, Operations Management, Management Information Sciences or other related fields;
  • A minimum of 5 years' experience in University Advancement, Banking, Accounting, Finance or other related experience;
  • Advanced or Expert skill with Microsoft Excel is essential;
  • Knowledge of Visual Basic for Applications (VBA) is an asset;
  • Highly proficient with other Microsoft Office applications (Word, PowerPoint, Visio);
  • Experience with Blackbaud CRM or PeopleSoft software is an asset;
  • Strong quantitative analysis skills with a proven ability to problem solve, analyze processes, and initiate improvements when needed;
  • Ability to perform comfortably in a fast-paced, deadline-oriented work environment;
  • Ability to assess deadlines and schedule own work appropriately;
  • Ability to learn quickly and adapt to changing priorities;
  • Strong organizational, communication (verbal and written) and interpersonal skills;
  • Candidates should demonstrate a strong understanding of general accounting concepts, and a basic understanding of Canada Revenue Agency regulations regarding donations;
  • Knowledge of University regulations and procedures is an asset;
  • Experience with cash handling and reconciliation is preferred.

Application Deadline: February 1, 2022

We would like to thank all applicants in advance for submitting their resumes. Please note, only those candidates chosen to continue on through the selection process will be contacted.

Additional Information

This position is part of the AUPE bargaining unit, and falls under the Specialist/Advisor Job Family, Phase III.

To find out more about management and staff opportunities at the University of Calgary and all we have to offer, view our Management and Staff Careers website

COVIDSafe Campus Strategy

The University has implemented a new Vaccination Directive that requires all faculty and staff to be fully vaccinated against COVID-19 by January 1, 2022. You will be required to upload proof of vaccination prior to commencing your duties. Please review the COVIDSafe Campus website for further information and access to additional resources.

 

About the University of Calgary

The University of Calgary is Canada’s leading next-generation university – a living, growing and youthful institution that embraces change and opportunity with a can-do attitude. Located in the nation’s most enterprising city, the university is making tremendous progress on its Eyes High journey to be recognized as one of Canada’s top five research universities, grounded in innovative learning and teaching and fully integrated with the community it both serves and leads. The University of Calgary inspires and supports discovery, creativity and innovation across all disciplines. For more information, visit ucalgary.ca.

The University of Calgary has launched an institution-wide Indigenous Strategy in line with the foundational goals of Eyes High, committing to creating a rich, vibrant, and culturally competent campus that welcomes and supports Indigenous Peoples, encourages Indigenous community partnerships, is inclusive of Indigenous perspectives in all that we do.

The University of Calgary recognizes that a diverse staff/faculty benefits and enriches the work, learning and research experiences of the entire campus and greater community. We are committed to removing barriers that have been historically encountered by some people in our society. We strive to recruit individuals who will further enhance our diversity and will support their professional success while they are here. We encourage all qualified applicants to apply, however preference will be given to Canadian citizens and permanent residents of Canada.

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