Financial Specialist Lead

Updated: 13 days ago
Location: Lexington, KENTUCKY

Details

Posted: 10-May-24

Location: Lexington, Kentucky

Salary: Open

Categories:


Financial
Staff/Administrative

Internal Number: 526471


Department Name: 14000:Office Of Development

Job Summary:


UK Philanthropy & Alumni Engagement is seeking a qualified individual to serve as the Assistant Director of Gift Accounting and Data Integrity. The Assistant Director of Gift Accounting and Data Integrity will report to the Director of Gift Receiving and will serve as gift reporting and project manager for the department, manage the advancement fee collection and distribution process, and maintain gift and pledge data integrity. In partnership with the Director and Associate Director of Gift Receiving, oversee gift processing and production of receipts and acknowledgment letters. This individual will develop and maintain methods for workflow analysis to include tracking, reconciliation, and reporting of gifts to the University working collaboratively with the UFS Endowment and Gift Accounting department.
Reporting responsibilities include:
  • extracting, manipulating, and compiling financial information into routine and specialized reports
  • analyze reports of daily gift processing activity
  • receipt and acknowledgment letter production
  • review complex gift records to proactively resolve errors or omissions of data for receipt/gift acknowledgments
  • manage advancement fee collection and distribution to include communicating with UK Philanthropy and Alumni Engagement office staff, UFS Endowment and Gift Accounting staff, and college and program business officers concerning fee exceptions and general policy related concerns
  • providing oversight and approval of JV corrections to gift deposits or advancement fees
  • approving JV's through SAP workflow
    This position will supervise the Gift Accounting and Data Specialist and provide back-up support to the Director and Associate Director of Gift Receiving. The Assistant Director of Gift Accounting and Data Integrity will work cooperatively as a member of the Gift Receiving team to promote a positive work environment and model excellent customer service.
    The culture within the Office of Philanthropy and Alumni Engagement (PAE) is built on our shared core values CoMMIT– Collaboration, Communication, Mission Driven, Mutual Respect, Innovation and Transparency.
    By applying for a position within UK PAE, you are indicating your commitment and expressing your agreement to our six values. It is important you share these values in order to be part of our committed team!

  • Skills /Knowledge/Abilities:


    Knowledge of UK Gift policies, SAP, RADAR, Millennium, Microsoft Office Suite.

    Position Time Status: Full-Time

    Required Education:


    BA

    Required Related Experience:


    4 yrs

    Required License/Registration/Certification :


    None

    Preferred Education/Experience:


    Master's degree with 3 years experience

    University Community of Inclusion:


    The University of Kentucky is committed to a diverse and inclusive workforce by ensuring all our students, faculty, and staff work in an environment of openness and acceptance. We strive to foster a community where people of all backgrounds, identities, and perspectives can feel secure and welcome. We also value the well-being of each of our employees and are dedicated to creating a healthy place to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco & Drug Free campus.
    As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities.
    Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.


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