Data and Gift Analyst (2 Positions) (515782)
The California State University
San Jose
hace 1 día

Description : Job Summary

Job Summary

Reporting to the Director of Advancement Services, the Data and Gift Analyst is a member of a high-performing and centralized gift administration team in the department of Advancement and Campaign Operations.

The Data and Gift Analyst acts as the liaison to process gift contributions as well as high-profile donations received by the university.

The incumbent successfully records, maintains, receipts and documents a collection of philanthropic contributions in accordance with IRS regulations and university policies.

The Data and Gift Analyst works with fundraisers and donors on a regular basis to provide proper handling and processing of gift transactions, including matching gifts from corporations and foundations.

The Data and Gift Analyst works directly with donors to answer questions about their gifts. The incumbent must be a thoughtful and articulate representative of the university in order to ensure the campus credibility with donors is established and maintained.

Key Responsibilities

  • Monitor communication requests relevant to specialized gifts and high-profile donations
  • Review and coordinate regularly with the Director to ensure gift agreements meet the requirements for processing into the donor database
  • Assists the Director with the production of pledge reminders and other projects as assigned
  • Manage donors’ charitable gifts receipting for Tower Foundation, relative to gifts received by all areas of the university, including Financial Aid, Associated Students, Athletics and provides communications related to these activities.
  • Record critical data using Advance to produce official tax receipts and related documentation for donors on behalf of the university

  • Research and resolve donor related questions or issues on gift receipting (cash, check, credit card, equipment, services
  • Develop gift batches (deposit summaries) from colleges and / or departments fundraising efforts. Review, interpret and verify donor(s) intentions.
  • Deposits funds to account(s) in accordance with the stated account purpose. Create and execute required auditable documentation from gift entry correction (journal voucher, memorandum, and gift or pledge batch adjustment

  • Work with Tower Foundation’s Accounting Services to track and confirm CashNet donations are allocated correctly
  • Monitor and track all gift-in-kind transactions and perform the appropriate data entry to the database
  • Follow up with departmental, facilities, computer center and property representatives to ensure in-kind donations receive the appropriate attention and approval before being formally accepted by the university
  • Process and enter matching gifts from individuals, corporations, and foundations for a potential match ensuring accuracy and data integrity
  • Ensure that gifts are in accordance with corporations matching guidelines and University policies, including transferring of funds into appropriate accounts and monitoring all matching gift activities for the University
  • Knowledge, Skills & Abilities

  • Ability to learn or experience knowledge of Charitable Giving policies and procedures based on IRS, University, California State University, (CSU) Chancellor’s Office, Government Accounting Standards, Board / Financial Accounting Standards, Board (GASB / FASB), and CASE standards
  • Thorough knowledge of governmental financial recordkeeping methods
  • Ability to develop partnerships with internal and external constituents and use discretion and collaboration to communicate effectively and diplomatically in a professional and courteous manner
  • Ability to function as a member of the team
  • Ability to apply independently a wide variety of regulations, policies and procedures where specific guidelines or historical perspective may not exist
  • Ability to manage multiple deadlines and effectively organize the workflow of others to meet the competing deadlines
  • Advanced proficiency in Microsoft Office and ability to work with Databases
  • Ability to solve common and unique problem using reasoning and judgment to develop practical, thorough, and creative solutions
  • Ability to perform accurately in a detail-oriented environment
  • Required Qualifications

  • Bachelor's degree and / or equivalent training
  • Two years of administrative work experience involving study, analysis, and / or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs
  • Preferred Qualifications

  • Excellent written communication skills in a customer service environment
  • Advanced proficiency in Microsoft Office and experience working with Databases
  • Experience working in a fast-paced detail-oriented environment
  • Experience applying processes related to charitable giving, preferably for an institution of higher education
  • Compensation

    Classification : Administrative Analyst / Specialist Exempt I

    Anticipated Hiring Range : $5,000 / month - $5,500 / month

    CSU Salary Range : $3,897 / month - $7,051 / month

    San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the .

    Application Procedure

    Click Apply Now to complete the SJSU Online Employment Application and attach the following documents :

  • Resume
  • Letter of Interest
  • All applicants must apply within the specified application period : June 21, 2022 through July 10, 2022 . This position is open until filled;
  • however, applications received after screening has begun will be considered at the discretion of the university.

    University Personnel

    CSU Vaccination Policy

    The CSU requires faculty, staff, and students who are accessing campus facilities to be fully vaccinated against the COVID-19 virus (including all booster doses of an approved vaccine for which an individual is eligible per current CDC recommendations) or declare a medical or religious exemption from doing so.

    As a condition of employment, any candidates advanced in a currently open search process should be prepared to comply with this requirement as well as with other safety measures established on the campus.

    The system wide policy can be found at and questions may be sent to .

    Additional Information

    Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and / or it is discovered that the candidate knowingly withheld or falsified information.

    Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was offered the position on a contingent basis.

    The standard background check includes : criminal check, employment and education verification. Depending on the position, a motor vehicle and / or credit check may be required.

    All background checks are conducted through the university's third party vendor, Accurate Background. Some positions may also require fingerprinting.

    SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.

    SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS)

    All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

    Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification :

    Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming.

    The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years.

    A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at or by email at .

    Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at .

    The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus.

    A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at or by email at .

    Equal Employment Statement

    San José State University (SJSU) is an Equal Opportunity / Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws.

    This policy applies to all SJSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus).

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