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Most recent job postings at cafamerica
via ZipRecruiter
posted_at: 20 hours agoschedule_type: Full-time
JOB DESCRIPTION
Job Title: Officer, Private Donor Services Department: Donor Services Reports to: Assistant Director, Private Donor Service FLSA Status: EXEMPT Summary: The Officer, Private Donor Services manages a portfolio of private donors who have opened a donor advised fund at CAF America. The position independently leads the donor relationship and is responsible for providing excellent... customer service, account management and strategically
JOB DESCRIPTION
Job Title: Officer, Private Donor Services Department: Donor Services Reports to: Assistant Director, Private Donor Service FLSA Status: EXEMPT Summary: The Officer, Private Donor Services manages a portfolio of private donors who have opened a donor advised fund at CAF America. The position independently leads the donor relationship and is responsible for providing excellent... customer service, account management and strategically growing the client relationship. The Officer maintains expertise in CAF America’s services, private client trends, international grantmaking, and donor advised fund regulations. Duties and Responsibilities:
• Manage a portfolio of private clients with a clear and detailed understanding of each client's needs and philanthropic goals.
• Engage with donors to develop strong relationships and deliver a best in class philanthropic experience.
• Provide a variety of DAF services to donors including advising on international philanthropy trends, changing foreign charity landscape, and opportunities to increase impact.
• Maintain expertise in DAF regulations, high net worth individual philanthropy, philanthropic trends around the globe, and foreign charity needs.
• Collaborate with grants services team members for charity validations for your funds. Must be able to clearly communicate current foreign charity requirements, validation timelines, and any validation-specific information to donors.
• Oversee donor correspondence, validation updates, invoicing, and grant recommendations while working closely with the support associate who leads the tracking of fund transaction data.
• Work closely with Associate team members and provide mentorship and supervision for fund-related data management work.
• Responsible for regular and accurate fund forecasting, including budget projections, based upon fund activity, fund trends, and knowledge of donors’ future plans.
• Maintain a growth mindset and regularly participate in educational opportunities focusing on philanthropy, client management, grantmaking regulations, and foreign charity regulations.
• Maintain knowledge of, and puts into practice, anti-money laundering and anti-terrorist financing practices and regulations.
• Assist with validation of charities through expenditure responsibility, as needed.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Excellent customer service and relationship management skills, and experience managing customer escalations effectively
• Excellent communication skills
• Foreign language skills are a plus (Spanish, French)
• Experience facilitating client interactions (email, phone, video call, in-person)
• Organizational skills; ability to prioritize, delegate, and simultaneously oversee multiple streams of work to meet overlapping deadlines
• Proficient in Microsoft Office, Google tools, grants management databases like CyberGrants and/or iPhi Core, and Salesforce
• Detail oriented with high standards of excellence
• Strong interpersonal skills
• Strong critical thinking skills with the ability to self manage complex tasks
• Professionalism internally and externally
Computer/Software Experience:
• Google Suite
• Salesforce
• MS Teams
• MS Office
Education/Experience:
• Bachelor's degree (B.A./B.S.) from four-year college or university highly desired; and three to four years related experience and/or training; or equivalent combination of education and experience. With a preference for at least two years in a professional customer service or externally facing role.
• Experience in customer service, private client services, or other client-facing roles in Community Foundations, fundraising, or a related industry strongly preferred Show more details...
Job Title: Officer, Private Donor Services Department: Donor Services Reports to: Assistant Director, Private Donor Service FLSA Status: EXEMPT Summary: The Officer, Private Donor Services manages a portfolio of private donors who have opened a donor advised fund at CAF America. The position independently leads the donor relationship and is responsible for providing excellent... customer service, account management and strategically growing the client relationship. The Officer maintains expertise in CAF America’s services, private client trends, international grantmaking, and donor advised fund regulations. Duties and Responsibilities:
• Manage a portfolio of private clients with a clear and detailed understanding of each client's needs and philanthropic goals.
• Engage with donors to develop strong relationships and deliver a best in class philanthropic experience.
• Provide a variety of DAF services to donors including advising on international philanthropy trends, changing foreign charity landscape, and opportunities to increase impact.
• Maintain expertise in DAF regulations, high net worth individual philanthropy, philanthropic trends around the globe, and foreign charity needs.
• Collaborate with grants services team members for charity validations for your funds. Must be able to clearly communicate current foreign charity requirements, validation timelines, and any validation-specific information to donors.
• Oversee donor correspondence, validation updates, invoicing, and grant recommendations while working closely with the support associate who leads the tracking of fund transaction data.
• Work closely with Associate team members and provide mentorship and supervision for fund-related data management work.
• Responsible for regular and accurate fund forecasting, including budget projections, based upon fund activity, fund trends, and knowledge of donors’ future plans.
• Maintain a growth mindset and regularly participate in educational opportunities focusing on philanthropy, client management, grantmaking regulations, and foreign charity regulations.
• Maintain knowledge of, and puts into practice, anti-money laundering and anti-terrorist financing practices and regulations.
• Assist with validation of charities through expenditure responsibility, as needed.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Excellent customer service and relationship management skills, and experience managing customer escalations effectively
• Excellent communication skills
• Foreign language skills are a plus (Spanish, French)
• Experience facilitating client interactions (email, phone, video call, in-person)
• Organizational skills; ability to prioritize, delegate, and simultaneously oversee multiple streams of work to meet overlapping deadlines
• Proficient in Microsoft Office, Google tools, grants management databases like CyberGrants and/or iPhi Core, and Salesforce
• Detail oriented with high standards of excellence
• Strong interpersonal skills
• Strong critical thinking skills with the ability to self manage complex tasks
• Professionalism internally and externally
Computer/Software Experience:
• Google Suite
• Salesforce
• MS Teams
• MS Office
Education/Experience:
• Bachelor's degree (B.A./B.S.) from four-year college or university highly desired; and three to four years related experience and/or training; or equivalent combination of education and experience. With a preference for at least two years in a professional customer service or externally facing role.
• Experience in customer service, private client services, or other client-facing roles in Community Foundations, fundraising, or a related industry strongly preferred Show more details...
via ZipRecruiter
posted_at: 20 hours agoschedule_type: Full-time
Job Description
Job Title: OFFICER, Corporate Services...
Department: Donor Services
Reports To: ASSISTANT DIRECTOR/DIRECTOR, Corporate Services
FLSA Status: Exempt
Summary: Responsible for managing donor client relationships, programs, and grantmaking. In addition to providing excellent customer service, the officer will be responsible for maintaining expertise in international grantmaking, DAFregulations, and CAF America validation protocols by
Job Description
Job Title: OFFICER, Corporate Services...
Department: Donor Services
Reports To: ASSISTANT DIRECTOR/DIRECTOR, Corporate Services
FLSA Status: Exempt
Summary: Responsible for managing donor client relationships, programs, and grantmaking. In addition to providing excellent customer service, the officer will be responsible for maintaining expertise in international grantmaking, DAFregulations, and CAF America validation protocols by performing the
following duties.
Duties and Responsibilities include the following. Other duties may be assigned.
1. Manages a portfolio of donor relationships, and provides a variety of donor advised
philanthropic services.
2. Provides advisory services to clients, particularly during client onboarding.
3. Maintains expertise and provides advisory services in DAF regulations, corporate social responsibility strategy, and foreign charity needs.
4. Collaborates with grants services team to ensure efficient completion of validation services and
communication of donor requirements and concerns to address during validation.
5. Maintains donor correspondence, validation updates, invoicing, and grant recommendations.
6. Assists corporate clients with the development and implementation of integrated donor advised
programs.
7. Collaborates with directors and business development team during prospecting as needed.
8. Supports business development and finance by providing regular and accurate budget
projections based upon fund activity.
9. Assists with validation of charities through equivalency determination and expenditure
responsibility as needed.
10. Participates in educational opportunities regarding philanthropy, client management,
grantmaking regulations, and foreign charity regulations.
11. Maintains knowledge of, and puts into practice, anti-money laundering and anti-terrorist
financing practices and regulations.
12. Maintains an information security access of User Access - Donor Services Officer.
13. Assists director and assistant director with projects and tasks on an as-needed basis.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Language Ability: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Math Ability: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Ability to apply concepts of basic algebra and geometry.
Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft Word, Google Docs, Microsoft Excel, Google Sheets, grants management databases like CyberGrants and/or iPhi Core, and Salesforce.
Education/Experience: Bachelor's degree (B.A./B.S.) from four-year college or university preferred. Two to four years related experience and/or training required with at least two years of that in a
professional customer service or externally facing role; or equivalent combination of education and
experience.
Knowledge, Skills and Other Abilities:
• Excellent customer service skills
• Excellent oral and written communication skills
• Strong interpersonal skills
• Professionalism
• Ability to manage multiple projects on an ongoing basis and prioritize tasks in a fast-paced
environment
• Anti-Money Laundering (AML) knowledge, training provided by CAF
• Knowledge of Donor Advised Fund (DAF) rules and regulations
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands, and talk or hear. The employee is occasionally required to stand, and walk. Specific vision abilities required by this
job include close vision.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise environment for office-based work is usually moderate. Remote work requires a reasonable at-home work environment and setup with reliable internet connectivity Show more details...
Job Title: OFFICER, Corporate Services...
Department: Donor Services
Reports To: ASSISTANT DIRECTOR/DIRECTOR, Corporate Services
FLSA Status: Exempt
Summary: Responsible for managing donor client relationships, programs, and grantmaking. In addition to providing excellent customer service, the officer will be responsible for maintaining expertise in international grantmaking, DAFregulations, and CAF America validation protocols by performing the
following duties.
Duties and Responsibilities include the following. Other duties may be assigned.
1. Manages a portfolio of donor relationships, and provides a variety of donor advised
philanthropic services.
2. Provides advisory services to clients, particularly during client onboarding.
3. Maintains expertise and provides advisory services in DAF regulations, corporate social responsibility strategy, and foreign charity needs.
4. Collaborates with grants services team to ensure efficient completion of validation services and
communication of donor requirements and concerns to address during validation.
5. Maintains donor correspondence, validation updates, invoicing, and grant recommendations.
6. Assists corporate clients with the development and implementation of integrated donor advised
programs.
7. Collaborates with directors and business development team during prospecting as needed.
8. Supports business development and finance by providing regular and accurate budget
projections based upon fund activity.
9. Assists with validation of charities through equivalency determination and expenditure
responsibility as needed.
10. Participates in educational opportunities regarding philanthropy, client management,
grantmaking regulations, and foreign charity regulations.
11. Maintains knowledge of, and puts into practice, anti-money laundering and anti-terrorist
financing practices and regulations.
12. Maintains an information security access of User Access - Donor Services Officer.
13. Assists director and assistant director with projects and tasks on an as-needed basis.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Language Ability: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Math Ability: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Ability to apply concepts of basic algebra and geometry.
Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills: To perform this job successfully, an individual should have knowledge of Microsoft Word, Google Docs, Microsoft Excel, Google Sheets, grants management databases like CyberGrants and/or iPhi Core, and Salesforce.
Education/Experience: Bachelor's degree (B.A./B.S.) from four-year college or university preferred. Two to four years related experience and/or training required with at least two years of that in a
professional customer service or externally facing role; or equivalent combination of education and
experience.
Knowledge, Skills and Other Abilities:
• Excellent customer service skills
• Excellent oral and written communication skills
• Strong interpersonal skills
• Professionalism
• Ability to manage multiple projects on an ongoing basis and prioritize tasks in a fast-paced
environment
• Anti-Money Laundering (AML) knowledge, training provided by CAF
• Knowledge of Donor Advised Fund (DAF) rules and regulations
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands, and talk or hear. The employee is occasionally required to stand, and walk. Specific vision abilities required by this
job include close vision.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise environment for office-based work is usually moderate. Remote work requires a reasonable at-home work environment and setup with reliable internet connectivity Show more details...
via Salary.com
posted_at: 19 days agoschedule_type: Full-time
Job Title: Associate/Senior Associate, Marketing and Communications
Department: Marketing and Communications...
Reports to: Assistant Director, Marketing and Communications
FLSA Status: EXEMPT
Summary:
As a marketing and communications associate for CAF America, you will work with our team to help plan, create, and implement our communications strategies, with a focus on building awareness of our mission and engaging prospects and donors with
Job Title: Associate/Senior Associate, Marketing and Communications
Department: Marketing and Communications...
Reports to: Assistant Director, Marketing and Communications
FLSA Status: EXEMPT
Summary:
As a marketing and communications associate for CAF America, you will work with our team to help plan, create, and implement our communications strategies, with a focus on building awareness of our mission and engaging prospects and donors with long-form content and event opportunities. This role will play an important part in measuring and reporting our team’s effectiveness and performance both on our campaigns and in quarterly and yearly goals.
Duties and Responsibilities:
• Provide project management and administrative support for marketing and communications initiatives and events, including one-off engagements and recurring/long-term projects.
• Collate quantitative and qualitative data points (e.g., engagement rates, reach, etc.) that measure the performance of our campaigns and progress towards key performance indicators. Provide analysis and identify areas of opportunity for future initiatives.
• Implement marketing campaigns promoting events, recent thought leadership, and other organizational activities.
• Support our blog and other long-form content development; may include participating in interviews with grantee partners or donors, drafting copy, and sourcing and building visuals.
• Perform basic content programming and formatting edits on our websites.
• Program marketing emails and newsletters for distribution to donors and grantee partners.
• And, other duties as assigned.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Excellent organizational skills and ability to handle multiple projects and timelines while being detail oriented.
• Ability to work independently, knowing when to escalate issues as appropriate.
• Strong verbal and written communication skills.
• High proficiency with Microsoft Office and Google Suite is a must; knowledge of Adobe Creative Suite is preferred, but not required.
• Basic CRM experience with Salesforce, iPhi Core, or other grants finance management systems is preferred, but not required.
• Interest or experience in working in international philanthropy, grantmaking. and the nonprofit sector.
• Must be eligible to work legally in the United States.
Candidate must be willing and able to commute to our office in Alexandria, VA a couple of days per month. The number of days is likely to be between 2–5 per month, but may be more or less depending on current team needs, priorities, and campaigns.
Education/Experience:
Applicants with a degree in marketing, communications, journalism, or related fields preferred; or, an equivalent combination of work experience within the nonprofit sector and communications field Show more details...
Department: Marketing and Communications...
Reports to: Assistant Director, Marketing and Communications
FLSA Status: EXEMPT
Summary:
As a marketing and communications associate for CAF America, you will work with our team to help plan, create, and implement our communications strategies, with a focus on building awareness of our mission and engaging prospects and donors with long-form content and event opportunities. This role will play an important part in measuring and reporting our team’s effectiveness and performance both on our campaigns and in quarterly and yearly goals.
Duties and Responsibilities:
• Provide project management and administrative support for marketing and communications initiatives and events, including one-off engagements and recurring/long-term projects.
• Collate quantitative and qualitative data points (e.g., engagement rates, reach, etc.) that measure the performance of our campaigns and progress towards key performance indicators. Provide analysis and identify areas of opportunity for future initiatives.
• Implement marketing campaigns promoting events, recent thought leadership, and other organizational activities.
• Support our blog and other long-form content development; may include participating in interviews with grantee partners or donors, drafting copy, and sourcing and building visuals.
• Perform basic content programming and formatting edits on our websites.
• Program marketing emails and newsletters for distribution to donors and grantee partners.
• And, other duties as assigned.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Excellent organizational skills and ability to handle multiple projects and timelines while being detail oriented.
• Ability to work independently, knowing when to escalate issues as appropriate.
• Strong verbal and written communication skills.
• High proficiency with Microsoft Office and Google Suite is a must; knowledge of Adobe Creative Suite is preferred, but not required.
• Basic CRM experience with Salesforce, iPhi Core, or other grants finance management systems is preferred, but not required.
• Interest or experience in working in international philanthropy, grantmaking. and the nonprofit sector.
• Must be eligible to work legally in the United States.
Candidate must be willing and able to commute to our office in Alexandria, VA a couple of days per month. The number of days is likely to be between 2–5 per month, but may be more or less depending on current team needs, priorities, and campaigns.
Education/Experience:
Applicants with a degree in marketing, communications, journalism, or related fields preferred; or, an equivalent combination of work experience within the nonprofit sector and communications field Show more details...
via Salary.com
posted_at: 25 days agoschedule_type: Full-time
Job Description
Job Title: Staff Accountant...
Department: Finance and Accounting
Reports To: Assistant Director of Finance
FLSA Status: EXEMPT
Summary: The Staff Accountant is responsible for financial and administrative support to CAF America and at times, CAF Canada. This role will support processes related to cash receipts, donor contributions and fees, accounts receivable, accounts payable and ensuring transactions are properly coded and
Job Description
Job Title: Staff Accountant...
Department: Finance and Accounting
Reports To: Assistant Director of Finance
FLSA Status: EXEMPT
Summary: The Staff Accountant is responsible for financial and administrative support to CAF America and at times, CAF Canada. This role will support processes related to cash receipts, donor contributions and fees, accounts receivable, accounts payable and ensuring transactions are properly coded and entered correctly into our systems of record. The Staff Accountant coordinates with other departments at CAF America on contribution and accounts receivable activity.
Duties and Responsibilities include the following: Other duties may be assigned.
• Support the ongoing Finance functions of the organization by ensuring transactions are recorded accurately and timely while working with other members of the Finance Team to ensure all processing and reporting deadlines are consistently and timely met.
• Perform weekly deposits of payments received, ensuring they are recorded accurately in the system.
• Reconcile credit card transaction activity and submit to the Assistant Director of Finance for review and approval.
• Receive and organize all contribution-related documentation (i.e., gift forms), confirming if any contributions need additional approval and ensuring that all documentation and donor due diligence (vetting) is underway/communicated to donor services and compliance teams prior to posting contributions.
• Review client invoices, ensuring they are accurate, delivered to the correct client representative and paid within terms.
• Manage the tracking of outstanding receivables and reporting on their status and ensuring timely payment through client follow-ups. Reports to include an aging of receivables outstanding
• Recording invoice payments accurately and reconciling accounts receivable summary to the balance sheet value at the end of each month.
• Prepare balance sheet reconciliations at the end of each month
• Support Operations team members with weekly deposits
• Support the Finance team as a liaison to CAF America staff, responding to requests and answering questions.
• Assist with annual financial audit requirements and completion of the IRS form 990
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Must be eligible to work legally in the United States
• Ability to work and prioritize in a fast-paced and rapidly changing environment.
• Superior attention to detail and ability to accurately navigate large and detailed databases.
• Excellent written and oral communications skills; ability to adjust communications according to the audience.
Computer Skills:
• User Level of Authority
• iPhiCore or other integrated ERP systems
• Salesforce
• Bank of America Online Banking
• Bill.com
• Proficiency with Microsoft Excel is required.
• Advanced keyboard skills
Education/Experience:
• Bachelor's degree (B.A./B.S.) in accounting, business or finance; 1 year of accounting and/or finance experience is preferred.
• Non-profit industry experience is preferred.
• Experience with automated Finance systems is preferred.
• Detail oriented
• Ability to work and prioritize in a fast-paced and rapidly changing environment.
• Strong interpersonal and organizational skills.
• Ability to manage large amounts of confidential data and information is required Show more details...
Job Title: Staff Accountant...
Department: Finance and Accounting
Reports To: Assistant Director of Finance
FLSA Status: EXEMPT
Summary: The Staff Accountant is responsible for financial and administrative support to CAF America and at times, CAF Canada. This role will support processes related to cash receipts, donor contributions and fees, accounts receivable, accounts payable and ensuring transactions are properly coded and entered correctly into our systems of record. The Staff Accountant coordinates with other departments at CAF America on contribution and accounts receivable activity.
Duties and Responsibilities include the following: Other duties may be assigned.
• Support the ongoing Finance functions of the organization by ensuring transactions are recorded accurately and timely while working with other members of the Finance Team to ensure all processing and reporting deadlines are consistently and timely met.
• Perform weekly deposits of payments received, ensuring they are recorded accurately in the system.
• Reconcile credit card transaction activity and submit to the Assistant Director of Finance for review and approval.
• Receive and organize all contribution-related documentation (i.e., gift forms), confirming if any contributions need additional approval and ensuring that all documentation and donor due diligence (vetting) is underway/communicated to donor services and compliance teams prior to posting contributions.
• Review client invoices, ensuring they are accurate, delivered to the correct client representative and paid within terms.
• Manage the tracking of outstanding receivables and reporting on their status and ensuring timely payment through client follow-ups. Reports to include an aging of receivables outstanding
• Recording invoice payments accurately and reconciling accounts receivable summary to the balance sheet value at the end of each month.
• Prepare balance sheet reconciliations at the end of each month
• Support Operations team members with weekly deposits
• Support the Finance team as a liaison to CAF America staff, responding to requests and answering questions.
• Assist with annual financial audit requirements and completion of the IRS form 990
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Must be eligible to work legally in the United States
• Ability to work and prioritize in a fast-paced and rapidly changing environment.
• Superior attention to detail and ability to accurately navigate large and detailed databases.
• Excellent written and oral communications skills; ability to adjust communications according to the audience.
Computer Skills:
• User Level of Authority
• iPhiCore or other integrated ERP systems
• Salesforce
• Bank of America Online Banking
• Bill.com
• Proficiency with Microsoft Excel is required.
• Advanced keyboard skills
Education/Experience:
• Bachelor's degree (B.A./B.S.) in accounting, business or finance; 1 year of accounting and/or finance experience is preferred.
• Non-profit industry experience is preferred.
• Experience with automated Finance systems is preferred.
• Detail oriented
• Ability to work and prioritize in a fast-paced and rapidly changing environment.
• Strong interpersonal and organizational skills.
• Ability to manage large amounts of confidential data and information is required Show more details...
via Salary.com
posted_at: 1 month agoschedule_type: Full-time
Job Description
Job Title: Payments Associate...
Department: Finance and Compliance
Reports To: Grants and Compliance Officer
FLSA Status: EXEMPT
Summary: The Payments Associate is responsible for providing primary administrative support for the team’s work in grant cycle management, grantee banking and grant payment issue resolution for CAF America and CAF Canada.
The Payments Associate is a member of the Finance Department and reports to
Job Description
Job Title: Payments Associate...
Department: Finance and Compliance
Reports To: Grants and Compliance Officer
FLSA Status: EXEMPT
Summary: The Payments Associate is responsible for providing primary administrative support for the team’s work in grant cycle management, grantee banking and grant payment issue resolution for CAF America and CAF Canada.
The Payments Associate is a member of the Finance Department and reports to the Grants and Compliance Officer.
Duties and Responsibilities include the following:.
Grant Cycle Management
• Generate Grant Suggestion Reports (GSRs) to include donor fund suggestions and Donor Advised Gifts (DAGs) grants eligible for approval.
• Distribute GSRs for review, make corrections as needed; send to appropriate staff for approval.
• Coordinate with relevant staff to resolve questions/issues about grant suggestions to ensure timely granting of funds each week.
• Approve grant transactions in the database after approval by the applicable level of authority - Vice-Presidents (up to $25K), President/CEO (up to $250K), and the Board Chair (above $250K), as applicable.
• Approve grant transactions for CAF Canada in the database after approval by the applicable level of authority - Vice-Presidents (up to $25K), President/CEO (up to $250K), and the Board Chair (above $250K), as applicable.
• PLEASE ADD SIMILAR USING THE CANADA APPROVAL AMOUNTS
• Create wire order files for review and upload for wire transfer; troubleshoot issues with upload files as needed.
• Create grant expedite files as needed.
• Assist the Finance Team with questions relative to grant payments.
• Beneficiary Bank Detail & Grant Payment Issue Administration
• Track payment issues relating to post-transaction wire activity.
• Support Grants Officer in resolving case issues through coordination and communication
• Track grant payments withheld from the wire order.
• For grant payments held from the wire order, support Grants & Compliance Officer in resolving the issues to promote timely release of the funds.
• Work with the Grants & Compliance Officer to support miscellaneous CAF America staff needs including requests to:
• Recall grant payments
• Generate good faith letters
• Respond to grantee SWIFT message requests
• Provide current grant payment status information
• Create and send beneficiary upload files with charity bank details to create beneficiary profiles in the system in preparation for future wire transfers.
• Send urgent beneficiary upload files to resolve payment issues as needed.
• Coordinate to collect missing information and resolve issues with upload files.
General Administration
• Provide ongoing administrative support to the Grants & Compliance team.
• Other duties and responsibilities as assigned by Finance team management.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Bachelor's Degree
• Must be eligible to work legally in the United States
• Ability to work and prioritize in a fast-paced and rapidly changing environment.
• Superior attention to detail and ability to accurately navigate large and detailed databases.
• Excellent written and oral communications skills; ability to adjust communications according to the audience.
Computer/Software Experience:
• GMAIL/Google products
• Salesforce
• MS Teams
• MS Office, especially Excel and/or Google Sheets Show more details...
Job Title: Payments Associate...
Department: Finance and Compliance
Reports To: Grants and Compliance Officer
FLSA Status: EXEMPT
Summary: The Payments Associate is responsible for providing primary administrative support for the team’s work in grant cycle management, grantee banking and grant payment issue resolution for CAF America and CAF Canada.
The Payments Associate is a member of the Finance Department and reports to the Grants and Compliance Officer.
Duties and Responsibilities include the following:.
Grant Cycle Management
• Generate Grant Suggestion Reports (GSRs) to include donor fund suggestions and Donor Advised Gifts (DAGs) grants eligible for approval.
• Distribute GSRs for review, make corrections as needed; send to appropriate staff for approval.
• Coordinate with relevant staff to resolve questions/issues about grant suggestions to ensure timely granting of funds each week.
• Approve grant transactions in the database after approval by the applicable level of authority - Vice-Presidents (up to $25K), President/CEO (up to $250K), and the Board Chair (above $250K), as applicable.
• Approve grant transactions for CAF Canada in the database after approval by the applicable level of authority - Vice-Presidents (up to $25K), President/CEO (up to $250K), and the Board Chair (above $250K), as applicable.
• PLEASE ADD SIMILAR USING THE CANADA APPROVAL AMOUNTS
• Create wire order files for review and upload for wire transfer; troubleshoot issues with upload files as needed.
• Create grant expedite files as needed.
• Assist the Finance Team with questions relative to grant payments.
• Beneficiary Bank Detail & Grant Payment Issue Administration
• Track payment issues relating to post-transaction wire activity.
• Support Grants Officer in resolving case issues through coordination and communication
• Track grant payments withheld from the wire order.
• For grant payments held from the wire order, support Grants & Compliance Officer in resolving the issues to promote timely release of the funds.
• Work with the Grants & Compliance Officer to support miscellaneous CAF America staff needs including requests to:
• Recall grant payments
• Generate good faith letters
• Respond to grantee SWIFT message requests
• Provide current grant payment status information
• Create and send beneficiary upload files with charity bank details to create beneficiary profiles in the system in preparation for future wire transfers.
• Send urgent beneficiary upload files to resolve payment issues as needed.
• Coordinate to collect missing information and resolve issues with upload files.
General Administration
• Provide ongoing administrative support to the Grants & Compliance team.
• Other duties and responsibilities as assigned by Finance team management.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Bachelor's Degree
• Must be eligible to work legally in the United States
• Ability to work and prioritize in a fast-paced and rapidly changing environment.
• Superior attention to detail and ability to accurately navigate large and detailed databases.
• Excellent written and oral communications skills; ability to adjust communications according to the audience.
Computer/Software Experience:
• GMAIL/Google products
• Salesforce
• MS Teams
• MS Office, especially Excel and/or Google Sheets Show more details...
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