Assistant Director of Gifts Accounting & Administration
The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn's distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America's Best Employers By State in 2021.
Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.
The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.
COVID-19 vaccination is a requirement for all positions at the University of Pennsylvania. New hires are expected to be fully vaccinated before beginning work at the University. For more information about Penn's vaccine requirements and the use of Penn Open Pass, visit the Penn COVID-19 Response website for the latest information.
Posted Job Title
Assistant Director of Gifts Accounting & Administration
Job Profile Title
Associate Director B
Job Description Summary
This position acts as Assistant Director of Gifts Accounting & Administration, oversees the daily operation of gift & pledge processing; supervises and oversees 5 Gift staff members and will be point person for all gift and pledge responsibilities. This position provides direct management to ensure the integrity, accuracy, and completeness of all alumni and donor data in Atlas, Salesforce and BEN Financials. This includes overall supervision for all activities relating to gift processing to the University. Must ensure the data quality is consistently high and improving on an ongoing basis; must maintain donor fiduciary requirements; reconcile gift activity and ensure daily edits are completed; assist with DAR Training for monthly Gift Transmittal training and ensure training material is up to date; work closely with Undergraduate Financial DAR staff and participate in meetings/trainings.
Must provide guidance and leadership relative to gifts to schools and centers. Work closely with managers to establish solid working relationships, set performance standards, organize, and motivate staff to achieve desired goals. Prepare documentation on policies and procedures related to gift processing; provide internal training as needed; serve as subject matter expert for all gift processing functions and assumes quasi leadership role during director's absence.
Work closely with Information Systems and Computing (ISC) on database initiatives and enhancements
Oversee and manage daily operations of gift processing to ensure timely and accurate deposit and recording of Gift and Pledge contributions to the University. Maintain fiduciary responsibility to donors.
Works closely with team and will assist with various processing as needed. Monitor reporting processes to evaluate quality control and audit processes; create audit reports as needed.
In partnership with the Director of Gifts Accounting, Administration and Records, ensure all schools, resource centers and fundraising units adhere to policies and procedures relative to gift processing.
Act as the department's primary liaison on all donation concerns.
Train staff; set clear goals and expectations; foster learning and development; inspire team through enthusiasm and optimism
Act as functional team member for Gifts; includes enhancements and training needs for Atlas and Salesforce.
Perform additional duties as assigned.
Required to work Alumni Weekend, Winter Break, and when needed
- A Bachelor's Degree and 3 years to 5 years of related experience or equivalent combinations of education and experience is required.
- Basic understanding of project management techniques/methodologies and business system analysis. The ability to assimilate and correlate disconnected documentation and diagrams and articulate their collective relevance to business or project needs.
- Experience in data analysis, preferably in development and alumni relations.
- Excellent data entry and analysis skills required.
- Must demonstrate the ability to provide excellent customer service to a diverse group of alumni, development officers and other co-workers, and other professionals.
- Must be able to manage multiple daily tasks, while working quickly and independently, and meet deadlines.
- Must have high comfort level with web research and tools. Ability to work in a collegial and collaborative environment.
- Knowledge of second language preferred.
- Development experience preferred.
- Salesforce experience preferred.
- Knowledge of Business Objects, Access, Word, and Excel software preferred.
Job Location - City, State
- Ability to work occasional evenings/weekends as needed. Required to work Alumni Weekend, Winter Break, and when needed Homecoming.
Philadelphia, PennsylvaniaDepartment / School
Development and Alumni RelationsPay Range
$42,953.00 - $65,861.00Affirmative Action Statement
Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.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.University Benefits
Health, Life, and Flexible Spending Accounts: Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family's health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.
Tuition: Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.
Retirement: Penn offers generous retirement plans to help you save for your future. Penn's Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.
Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family—whatever your personal needs may be.
Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you're newly hired, you won't have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.
Wellness and Work-life Resources: Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That's why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.
Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.
University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University's libraries and athletic facilities, or visit our arboretum and art galleries. There's always something going on at Penn, whether it's a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you're right in the middle of the excitement—and you and your family can enjoy many of these activities for free.
Discounts and Special Services: From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.
Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.
Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.
Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.
To learn more, please visit: https://www.hr.upenn.edu/PennHR/benefits-pay To apply, visit https://wd1.myworkdaysite.com/en-US/recruiting/upenn/careers-at-penn/job/FMC-Tower-Development/Assistant-Director-of-Gifts-Accounting---Administration_JR00045092-1
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