University of Calgary
UofC Navigation
Share this Job:

Senior Gift Compliance Analyst, Development & Alumni Engagement

Job ID: 13820

Updated: September 11, 2017

Location: Other

Position Overview

Development & Alumni Engagement is currently seeking a Full-time Regular Senior Gift Compliance Analyst.

The Senior Gift Compliance Analyst will function as a key player on the Gift Compliance team which reports directly to the Manager, Gift Compliance. The University's stewardship strategies are evolving rapidly as the requirements and expectations with respect to donor stewardship continue to rise. The Senior Gift Compliance Analyst will have a direct impact on the implementation and maintenance of new processes and tools related to these evolving strategies. They will contribute directly to donor satisfaction by ensuring tracking and timely delivery of gift requirements. As such, they will maintain close working relationships with faculty-based and central Development staff, Financial Services, Student Awards Offices, and other relevant areas within the University. Evening and weekend hours may be required.

Position Description

Summary of Key Responsibilities (job functions include but are not limited to):

  • Initiate and lead continuous improvement of business processes and information management relating to gift agreements, gift implementation, and donor stewardship
  • Collaborate with key business areas within the Development and Alumni Engagement (particularly the Development and Alumni Services teams) to refine processes and systems
  • Collaborate with internal partners across the University to locate and catalogue all existing gift agreements
  • Contribute to the development, implementation and maintenance of a framework for reviewing agreements in order to collect and manage the relevant information and requirements
  • Design, implement and oversee new processes as required to ensure accuracy and completeness of records, potentially guiding and directing other members of the team
  • Using a phased approach, review all existing and newly created gift agreements, noting gift and reporting requirements, paying special attention to out-of-policy items, and entering all relevant information and requirements into the Institutional Advancement Database, Raiser's Edge, through the addition of pledges and the issuance of resultant periodic pledge reminders
  • Communicate and collaborate with internal and external stakeholders when required and donors when requested in order to confirm missing information, pursue collection of outstanding pledges, and clarify the intent of agreement terms
  • Provide Gift Compliance related coaching and training to key business areas within the Development and Alumni Services team; advise fundraisers on gift design, documentation requirements including non-standard agreements, as well as campaign eligibility
  • Serve as a key resource to fundraisers, particularly for smaller faculty teams that may require additional team support
  • Contribute to the development of tools and reports to remind other Development team members of important stewardship activities; develop mechanisms for timely follow up of outstanding items
  • In collaboration with internal partners, prepare financial statements for endowments using a variety of tools; develop and implement quality control mechanisms that ensure reports are error free
  • Review reports and flag instances where outcomes do not match donor expectations or intent; research discrepancies and provide appropriate reconciliation as required
  • Provide peer review for both financial reporting and gift entry products; provide team oversight to preparation processes to ensure the deliverables will be met
  • Act as a liaison to Financial Services, Development, and Alumni Services in gathering and sharing information on donor related funds
  • Participate in the gathering and synthesizing of information related to the impact of donor investment in endowments, and in the preparation of stewardship reports
  • Perform and review complex reconciliation for significant donors as needed
  • Perform other duties to support both the Gift Compliance Manager and the Director of Gift Processing and Gift Compliance

Qualifications / Requirements:

  • A minimum of five years of related experience in the not-for-profit industry is required; specifically, experience in the processing and reporting of fundraising and financial information is essential
  • Demonstrated attention to detail, highly developed organizational skills, and strong interpersonal and collaborative skills
  • Must be able to gather, synthesize and communicate information effectively using a variety of tools
  • Critical thinker with a high level of tenacity, initiative, energy and enthusiasm
  • Ability to work both independently and as part of a team; demonstrated integrity and a strong sense of professional ethics and the ability to work effectively in a large, complex, dynamic and sophisticated organization
  • This role has a high impact of error; demonstrated ability to deal effectively with complex issues using judgement and initiating resolutions is required
  • Experience in information management is preferred
  • Experience in a post-secondary environment is preferred
  • Prior experience with Raiser's Edge or an equivalent CRM system would be extremely beneficial to the success in this position
  • Excellent command of Microsoft products and SharePoint is a must
  • Accounting, economic or related background degree is a must
  • Expertise with Compliance, with a strong understanding of the University's mission, values, and plans
  • Ability to multitask, work well under pressure and have excellent time management skills
  • Relationship builder and results-driven

Application Deadline:  September 25, 2017

We would like to thank all applicants in advance for submitting their resumes. Please note, only those candidates chosen to continue on through the selection process will be contacted.

Additional Information

This position is part of the AUPE bargaining unit, and falls under the Specialist/Advisor, Phase 3.

To find out more about management and staff opportunities at the University of Calgary and all we have to offer, view our Management and Staff Careers website. For more information about Development & Alumni Engagement visit http://development.careers.ucalgary.ca/.

About the University of Calgary

The University of Calgary is Canada’s leading next-generation university – a living, growing and youthful institution that embraces change and opportunity with a can-do attitude. Located in the nation’s most enterprising city, the university is making tremendous progress on its Eyes High journey to be recognized as one of Canada’s top five research universities, grounded in innovative learning and teaching and fully integrated with the community it both serves and leads. The University of Calgary inspires and supports discovery, creativity and innovation across all disciplines. For more information, visit ucalgary.ca.

The University of Calgary recognizes that a diverse staff/faculty benefits and enriches the work, learning and research experiences of the entire campus and greater community. We are committed to removing barriers that have been historically encountered by some people in our society. We strive to recruit individuals who will further enhance our diversity and will support their professional success while they are here. We encourage all qualified applicants to apply, however preference will be given to Canadian citizens and permanent residents of Canada.

 

Need help?

View our Application FAQs for answers to common questions regarding the application and selection process.