Reporting to the Assistant Vice Chancellor for Advancement Services, the Director of Records & Gift Processing provides strategic direction and oversight of the university’s processing and maintenance of gifts/pledges/payments and constituent information. The position is an experienced management role that is familiar with data management, higher education, and development business operations.
Provide leadership and management of a team responsible for recording and maintaining critical business record and financial transaction data.
Provide leadership and vision for constituent data acquisition, data integrity, and records management.
Design and implement integrated systems to manage gift accounting, gift receipts, gift acknowledgments, pledge and pledge payment entry. Design, implement and produce weekly, monthly, quarterly and annual reports of fundraising results. Produce statistical and benchmarking reports to the UMass Foundation, President’s Office and Trustees.
Ensure accurate recording of more than 70,000 annual gifts and pledges and timely distribution of all funds.
Provide project management oversight to ensure team members are allocated appropriately during peak activity seasons.
Establish, enforce and monitor business process controls designed to safeguard the integrity of finance-related data and protect assets.
Establish, coordinate, communicate, maintain and document policies and procedures that adhere to institutional and federal requirements (e.g. FASB, FERPA, HIPAA) in coordination with university partners.
Perform ongoing data and process audits, and provide reports and metrics to ensure data integrity is maintained.
Stay current on industry technology, data management practices and tax/legal issues related to gifts processing and constituent records.
Identify the current and long-term development/training needs of individuals and groups, including technical and interpersonal skills, and provide or facilitate access to appropriate learning opportunities.
Bachelor's degree with five years of progressive experience in development gift entry and database management.
Strong analytical and strategic planning skills, with the ability to manage complex, time-sensitive projects with competing deadlines.
Superior written and verbal communication skills with the ability to diplomatically and sensitively collaborate across teams.
Independent decision-making and sound judgment handling confidential material.
Excellent follow through and attention to detail.
Management experience required.
Experience working with Ellucian Advance System software or similar fundraising software.
Knowledge of and experience in fundraising efforts, including gift processing, records management, report generation, prospect research and advancement systems.
Special Instructions to Applicants
Please submit a resume, cover letter, and the contact information for three professional references by June 21, 2019 to ensure priority consideration. The position will remain open until filled.
UMass Amherst is committed to a policy of equal opportunity without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, or genetic information in employment, admission to and participation in academic programs, activities, and services, and the selection of vendors who provide services or products to the University. To fulfill that policy, UMass Amherst is further committed to a program of affirmative action to eliminate or mitigate artificial barriers and to increase opportunities for the recruitment and advancement of qualified minorities, women, persons with disabilities, and covered veterans. It is the policy of the UMass Amherst to comply with the applicable federal and state statutes, rules, and regulations concerning equal opportunity and affirmative action.