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Inspire health. Serve with compassion. Be the difference. Job Summary Responsible for overseeing the Office of Philanthropy's financial management and database integrity activities. Executes and maintains effective financial policies and appropriate accounting controls, compliance with gift agreements, reporting from Treasury and Accounting to ensure proper handling and recording of financial activity, monitoring budgetary expenditures and philanthropy database Financial Edge general ledger. Ensures integrity of philanthropy database, designs and executes fundraising and financial reports, and collaborates with fund administrators and managers to financial records. Works with multiple sources of funding which may include state/federal, restricted, endowed, grant and contract funds.
Essential Functions
All team members are expected to be knowledgeable and compliant with Prisma Health's values: Inspire health. Serve with compassion. Be the difference. Meets monthly reconciliation and financial close deadlines with accuracy, preparing and submitting journal entries and reports to Accounting. Monitors expenditures, fund allocations and related financial activities for the purpose of ensuring accurate forecasting, revenue projections and expenses are within budget limits and/or fiscal practices. Ensures timely and accurate processing of all payments, including vendor invoices, individual reimbursements, and other accounts payable and receivables, research discrepancies. Oversees creation of both endowed and non-endowed funds following all necessary steps to ensure consistency and compliance with requirements set forth by internal audit, working in collaboration with philanthropy team members, Accounting and Treasury; creates associated fund descriptions and accounts. Creates and distributes more than 120 individualized monthly reports to various fund managers, department chairs, administrators, etc. Initiates introductory meetings with new fund managers who are unfamiliar with philanthropy to educate on processes, reporting and timelines, and use of funds. Monitors philanthropy funds to ensure that funds are used are aligned with donor intent/fund purpose and identifies and advises on how to resolve underutilized funds. Collaborates with Treasury and Accounting to identify and resolve funds within miscellaneous revenue. This helps all involved by decreasing the need to reclass revenue after month end. Validates and submits endowment spend to Treasury and financial summaries to Manager of Donor Relations annually for mandatory annual endowment reporting to donors. Oversees all aspects of gift entry in philanthropy database and conducts daily and monthly reconciliation to ensure accuracy and integrity. Manages integration of data to/from other systems with philanthropy database. Develops business rules to meet needs of the Foundation and ensures ability to meet compliance, data security and reporting requirements. Processes gifts and supplemental information in philanthropy database; enters biographical and other relevant information for prospects and donors, including individuals, businesses, foundations, family foundations, and organizations. Designs and executes fundraising and financial reports as needed for Foundation and responds to team members' inquiries and requests regarding fundraising database and reporting capabilities. Develops coding hierarchies for giving campaigns, appeals, volunteers, events, etc. to enable accurate reporting and analysis Provides onboarding & database training to new Foundation team members. Assesses current reporting protocols and makes improvements Performs other duties as assigned.
Supervisory/Management Responsibilities
Minimum Requirements
In Lieu Of
In Lieu of the education and experience requirements noted above, the following combination of education, training and/or experience may be considered an equivalent substitution: Associate degree and eight (8) years of experience in accounting, finance, philanthropy, database administration/management or combination of above.
Required Certifications, Registrations, Licenses
Knowledge, Skills and Abilities
Experience using Blackbaud Raiser's Edge and Financial Edge Software. Competency in using the suite of Microsoft Office programs and a relational database. Ability to handle confidential information in appropriate manner. Experience with Blackbaud products preferred. Strong organizational skills and ability to work well under pressure and manage multiple projects simultaneously, meeting deadlines and communicating progress regularly. Resourcefulness, flexibility, and tenacity to meet individual and team goals. Ability to work effectively in a large, complex, and dynamic organization and adapt to change. Knowledge of office equipment (fax/copier) Proficient computer skills (word processing, spreadsheets, database) Data entry skills Mathematical skills
Work Shift Day (United States of America)
Location Prisma Health Corporate Office
Facility 7001 Corporate
Department 70019350 Philanthropy and Partnership
Share your talent with us! Our vision is simple: to transform healthcare for the benefits of the communities we serve. The transformation of healthcare requires talented individuals in every role here at Prisma Health.
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Prisma Health
Nov 16, 2024