GIFTS AND FINANCIAL COODINATOR
Duties: Penn Medicine is one of the world's leading academic medical centers, dedicated to the related missions of medical education, biomedical research, and excellence in patient care. Penn Medicine consists of the Raymond and Ruth Perelman School of Medicine at the University of Pennsylvania (founded in 1765 as the nation's first medical school) and the University of Pennsylvania Health System, which together form a $6.7 billion enterprise.
The Perelman School of Medicine has been ranked among the top five medical schools in the United States for the past 20 years, according to U.S. News & World Report's survey of research oriented medical schools. The School is consistently among the nation's top recipients of funding from the National Institutes of Health, with $392 million awarded in the 2016 fiscal year.
The University of Pennsylvania Health System's patient care facilities include: The Hospital of the University of Pennsylvania and Penn Presbyterian Medical Center which are recognized as one of the nation's top Honor Roll hospitals by U.S. News & World Report Chester County Hospital; Lancaster General Health; Penn Wissahickon Hospice; and Pennsylvania Hospital, the nation's first hospital, founded in 1751. Additional affiliated inpatient care facilities and services throughout the Philadelphia region include Good Shepherd Penn Partners, a partnership between Good Shepherd Rehabilitation Network and Penn Medicine.
Penn Medicine is committed to improving lives and health through a variety of community-based programs and activities. In fiscal year 2016, Penn Medicine provided $393 million to benefit our community.
Reporting to the Sr. Executive Directors of Development for both ACC and UPHS, coordinate all gift transactions and gift accounting for both teams. Oversee budget administration and financial transactions for the UPHS and ACC teams.
1. Develops an understanding of the University's gift, financial and development systems, policies and procedures. Gains awareness of the educational, research, clinical, operational and financial needs and goals of Penn Medicine and their relationship to an effective gift system.
2. Responsible for organizing and maintaining confidential files and records associated with the fund raising activities of Penn Medicine Development & Alumni Relations.
3. Responsible for processing the high-volume of gifts received for the UPHS and ACC teams. Utilizes development database (Atlas) to retrieve and verify donor and gift information and update donor's bio information when necessary. Ensures adherence to schedules and procedures.
4. Provides information to inquiries from various constituencies concerning the various ways of making contributions to the Medical Center. Coordinates all financial transactions for UPHS and ACC. Utilize BEN financial system to place orders, create and manage purchase orders, facilitate sponsorship requests, perform journal and PRO card transactions. Works cooperatively with UPHS/ACC/PMDAR Business Administrators to follow University financial procedures and trouble shoot to help quickly and accurately manage UPHS/ACC/PMDAR financial transactions.
5. Works in conjunction with Gifts Accounting, PMDAR Business Administrator, ACC and School of Medicine Business Offices, various gift officers; Central Gifts Processing and the Treasurer's Office.
6. Researches, reconciles, and provides general quality assurance while serving as general troubleshooter for problematic gifts and financial transactions.
7. Executes and maintains reporting systems for budget/finance/gift needs, as appropriate.
8. Perform additional duties as assigned.
1. Minimal high school diploma required, bachelor's degree preferred; gift, accounting or financial experience preferred.
2. Knowledgeable in Microsoft Office. Proficiency in Word and advanced Excel skills essential.
3. Ability to handle complex and highly confidential materials.
4. Five to seven years general office experience required. One year in Development setting highly desirable.
Reference Number: 90-30805
Salary Grade: 025
Employment Type: Non-Exempt
Org: Penn Medicine Development
Special Requirements: Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.
Job Family: S-Clerical Financial