Accounting Coordinator
- Employer
- Lehigh University
- Location
- Bethlehem
View more
- Administrative Jobs
- Institutional & Business Affairs, Alumni Relations & Development, Business & Financial Management
- Employment Type
- Full Time
- Institution Type
- Four-Year Institution
Job Details
Job no: 502199
Work type: Nonexempt Staff Full-time
Location: Bethlehem
Categories: Administrative Services, Finance/Accounting, Development/ Alumni Relations
Analyzes, interprets and processes all charitable contributions to the University. Ensures data integrity for optimal use of the Development and Alumni Relations database. Additional duties include overseeing pledge reminders, responding to inquiries from internal staff, donors and organizations. This position requires an understanding of gift policies and procedures, IRS charitable donation acceptance and receipting regulations as well as a knowledge of accounting principles and fundraising practices. The Lehigh community takes seriously our commitment to antiracism and The Principles of our Equitable Community.
1. Analyzes, interprets, processes and adjusts all charitable contributions to the University adhering to the 24 to 48-hour turnaround policy
*Complies with all IRS, CASE, FASB and other government and industry standards and attends trainings to remain informed of any changes
*Examines gifts and corresponding documentation to determine the gift amount, legal donor, gift designation and charitable gift eligibility and performs any required research to ensure that gifts are processed correctly and according to the donor's intent
*Processes checks, cash, credit cards, matching gifts, stock gifts, estate gifts, gift annuities, IRA's, gifts-in-kind, wire transfers, payroll deductions, anonymous gifts and cash transfers and scans and attaches gift documentation in the Development and Alumni Relations (DAR) database
*Processes gift and pledge adjustments and ensures that proper documentation from the donor has been obtained and attached to the adjustment for auditing purposes
*Assists auditors by gathering requested donation information and backup
*Works with other University departments to adjust existing and create new designations and assists with monthly clearing account and credit card reconciliations
*Participates in monthly pending account reviews and updates and maintains gifts placed in that account
*Documents and updates processing procedures and participates in the creation and implementation of new procedures
*Deposits checks using remote deposit capture, performs daily reconciliations and prepares the daily accounting feed
*Checks error reports daily and makes corrections as needed
*Routinely collaborates with other Information Processing team members
*Assists with other special projects as assigned
2. Receipts gifts and payments per policy and regulations
*Remains informed of current IRS publications and changes to receipting guidelines
*Proofreads all receipts for correct names, addresses, amounts and gift designations
*Runs and prints tax receipts and adheres to the 48-hour turnaround time from the processed date of the gift
*Produces high level calendar year end donor summaries
*Provides duplicate or corrected receipts upon request
3. Creates, adjusts and updates pledges in the DAR database
*Oversees the pledge reminder process
*Enters new pledges based on Gift Commitments, Statements of Intent and other documentation; and attaches pledge documentation in the DAR database
*Performs pledge record maintenance and updates as necessary
*Documents and updates procedures and participates in the creation and implementation of new procedures
4. Creates and maintains accurate constituent records in the DAR database and updates and maintains constituent record attributes, codes, types and relationships
*Maintains knowledge of industry best practices, follows existing data standards and procedures and participates in professional development activities, webinars and training
*Creates new constituent records including individuals and organizations in the DAR database and identifies duplicate ID's to be merged or deleted
*Processes student melt and defers and updates corresponding parent records
*Makes constituent name, salutation, address, phone, email and employment updates
*Updates marital status, spousal and children information and other constituent relationships
*Updates non-Lehigh degree years and degree information
*Deceases records
*Researches and processes returned mail
5. Performs data verification, imports data and completes regular data update projects
*Performs a critical and responsible role in data integrity projects
*Ensures compliance with established data standards
*Proactively searches for and corrects inaccurate data, researches record discrepancies using various services and resources and collaborates with other Lehigh departments to verify data
*Monitors checking/data integrity reports and makes necessary updates
*Runs the parent load import to create new parent records
*Processes updates for recent graduate surveys
*Performs data verification and completes data update projects
*Assists with regular data append projects and processes resulting updates
6. Researches and resolves both internal and external constituent questions and concerns and serves as a Departmental Liaison to other University departments
*Responds to ticketing system requests within 48 hours to guarantee accurate and timely updates
*Researches and resolves internal and external gift and constituent related questions and concerns
*Often serves as a first touch for key constituents; many with urgent and sensitive concerns
*Assists or directs other staff members in finding specific constituent information and interpreting donor giving histories
*Prepares giving summaries for other staff members in the Department
Advertised: June 26, 2023 Eastern Daylight Time
Applications close: Open until filled
Organization
Founded in 1865, Lehigh University is a premier coeducational, nondenominational, private residential research university that offers a distinctive academic environment for undergraduate and graduate students from across the globe. Lehigh University’s annual report from 2013 provides an overview of the intellectual activity across campus as well as a financial report. It is posted on our website at http://www.lehigh.edu/annualreport/ .
Lehigh offers more than 90 undergraduate programs and majors featuring more than 2,000 courses in four colleges: The College of Arts and Sciences, The College of Business and Economics, The College of Education and The P.C. Rossin College of Engineering and Applied Science. Lehigh confers a total of 12 degrees at the undergraduate and advanced degree level. We have 482 full-time tenured and tenure-track faculty and approximately 200 adjunct faculty and lecturers and 10 full-time visiting faculty. With approximately 4700 undergraduate and 2,000 graduate students, a small student-to-faculty ratio allows students to work closely with professors. About 69% of all full-time faculty are tenured, and 99% of full-time tenure-track faculty hold a doctorate degree or the highest degree in their field. We have 1,215 staff members supporting the academic, research and administrative functions.
Located in Pennsylvania’s scenic Lehigh Valley, the campus is in close proximity to both New York City and Philadelphia. Lehigh is situated on over 2,300 acres on four campuses. The Asa Packer Campus, Mountaintop Campus, and Murray H. Goodman Campus are contiguous and feature more than 153 buildings with 4.3 million-plus square feet of classroom, laboratory, office and living space. The campus also has 180 acres of playing fields and half of the campus is preserved as open space.
- Website
- http://www.lehigh.edu/
- Telephone
- 610.758.3165
- Location
-
27 Memorial Drive West
Bethlehem
PA
18015
US
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