Position Information

Position Information

Present Position Number00818WRole Code TitleFinancial Specialist IPosition TitleGift AccountantPosition Summary

The Gift Accountant is responsible for processing gifts made to William & Mary and its foundations, served as a liaison to matching gift companies, and resolves donors inquiries and concerns, processes stock transfers.

Specific responsibilities of this position include (but not limited to):

• Complete all the necessary steps with speed and a high degree of accuracy to ensure all gifts, pledges, pledge payments made by a variety of mechanisms are processed following financial standards, University policies, and IRS regulations to William & Mary and all its related foundations.
• Receive and handle monies in the form of bankable and non-bankable transactions including cash, checks, and credit card information as well as payroll deduction information, securities, and gifts in kind for the University and its related foundations
• Produce daily transmittals and prepare them for daily deposit either through the University, through remote deposit capture technology, or direct transfer to the appropriate related foundation.
• Respond to donors concerns or questions. Conduct related research of giving history, documentation, and current statements to provide accurate information.
• Perform cross check of information in database for accuracy. Identify errors and discrepancies, and make corrections.

Required Qualifications

EDUCATION:
High school diploma or equivalent.

COMPETENCIES:

• Basic knowledge of accounting principles and practices and the ability to apply principles in accordance to state, federal and college policies.
• Demonstrated ability to learn, apply and retain complex and detailed accounting processes and procedures.
• Strong analytical and problem solving skills with the ability to work and analyze large sets of data, and produce reports on donations generated.
• Strong mathematical and computational skills, with a strong degree of accuracy, and the ability to audit or proofs one’s own work to ensure accurate calculations.
• Ability to work independently with limited supervision, exercise discretion, diplomacy and use good judgment in performing all responsibilities.
• Proficiency working with a variety of software applications (MS Office) and automated accounting software.
• Strong oral and written communication skills with a strong customer service orientation, and the ability to articulately respond to donor calls and inquiries.
• Strong organizational skills with the ability to thrive in a past-paced, cyclical environment while managing multiple priorities within strict deadlines.

EXPERIENCE:

• Accounting and/or finance experience.
• Experience using automated accounting software program and or system.

Preferred Qualifications

EDUCATION:
Bachelor’s Degree in business, accounting, finance or related field or the equivalent combination of education, training and or experience.

COMPETENCIES:

• Knowledge of Advance database or other similar Development software is highly desirable.
• Knowledge of securities is desirable.

EXPERIENCE:

• Demonstrated experience working in an accounting function within a fundraising is highly preferred.
• Experience with Advance database.

Advertised Pay RangeCommensurate with experienceDepartment610000 VP University Advancement OfficeLocationWilliam & MaryUniversity Salary Range

U05Job Open Date03/28/2019Review Begin Date04/07/2019Job Close DateOpen Until FilledYesEmployment CategoryOperational FTPosition Term12-MonthSpecial Application InstructionsConditions of Employment:

• This is a non-exempt position, eligible to receive overtime in accordance with the Fair Labor Standards Act.

• This position is subject to overtime during high peak times (e.g. during the end of the calendar and end of the fiscal year).

• This position may also be required to work beyond the typical work day/week and work during holiday break in order to meet the needs of the business.

EEO Statement

William & Mary is an Equal Opportunity/Affirmative Action/Equal Access employer and actively encourages applications from minorities, women, disabled persons and veterans.

Background Check Statement

William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check.

Supplemental Question

Required fields are indicated with an asterisk (*).

Supplemental DocumentsRequired Documents

1. Resume/Curriculum Vitae
2. Cover Letter

Optional Documents

1. Other Doc
2. Other 2