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 & alumni bio/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 reporting of philanthropic activity from DADD to 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 reconciliation of multiple general ledger accounts for giving activity posted to DADD and SAP.    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.    Provide guidance and direction in addressing requests to make complex modifications and/or corrections to gifts and pledges on 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 athletics 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.   Manage incoming requests for enrollment in ACH payment for giving activity.   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 for items held in 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.

 

Required Qualifications at this Level

 

Education/Training

Work requires knowledge generally acquired through a bachelor's degree finance, accounting, or a directly related field.  CPA or CPA candidate strongly preferred.

 

Experience

Work requires three years of experience working in a finance, accounting, billing/collection, or banking environment or an equivalent combination of relevant education and/or experience. 

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 be comfortable managing others

Send resume and cover letter to jim.swigart@duke.edu.

 

The intent of this job description is to provide a representative 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

 

 

 

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, geneticinformation, 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 onthe 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.

 

 

Anticipated Pay Range:

 

 

Duke University provides an annual base salary range for this position as USD $61,465.00 to USD $105,523.00. Duke University considers factors such as (but not limited to) scope and responsibilities of the position; candidate's work experience, education/training, and key skills; internal peer equity; as well as market and organizational considerations when extending an offer.

 

Your total compensation goes beyond the dollars on your paycheck. Duke provides comprehensive and competitive medical and dental care programs, generous retirement benefits, and a wide array of family-friendly and cultural programs to eligible team members. Learn more at:https://hr.duke.edu/benefits/

 

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essential job 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.

 

 

 

Education

 

 

Work requires a Bachelor's degree in Accounting, Finance, Economics, Business Administration or a related field. CPA is desirable.

 

Experience

 

Work requires three years experience in financial management, costaccounting or a field directly related to specialized area of assignment.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.