Serves as the primary contact for internal Foundation team members and campus partners to triage and respond to requests for research, analysis and ad-hoc report preparation
Provides timely and accurate information, in response to ad-hoc information requests
Primarily responsible for bank reconciliation preparation
Performs monthly account reconciliations
Performs daily cash and gift postings from donor database to accounting database (via an automated interface)
Performs manual entry and posting of non-cash gift transactions
Monitors banking transactions, taking appropriate action to ensure notification to all parties
Prepares journal entries
Prepares positive pay file
Supports payroll process
Participates in preparation for the annual external financial statement audit and tax return reporting
OTHER DUTIES AND RESPONSIBILITIES:
Performs various accounting tasks as assigned
Collaborates with others on projects
Participates in educational opportunities
EXPERIENCE AND QUALIFICATIONS:
Bachelor’s degree, a minimum of three years of professional accounting experience; or a combination of education and experience
Demonstrated capability in the preparation of journal entries, reconciliations and the interpretation of financial data
Proficiency with Microsoft Office Suite, focused on Excel
Proficiency with a 10-key and multi-line phone system
Experience in providing excellent customer service
Experience processing payroll preferred
Attention to detail, analytical mind and the ability to perform independently
Experience with demographic databases and accounting software
Organized to effectively manage multiple projects and shifting priorities
Maintain confidentiality as required and appropriate
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
This job is conducted in an office work environment, sitting most of the time
Approximately 90% of this position’s duties require use of a computer
Must be able to exert up to 10 lbs. of force occasionally
Minimal travel may be required
Additional Salary Information: Very generous 403b contribution.
Great healthcare insurance.
Personal life balance.
About UO Foundation
The University of Oregon Foundation is a charitable 501(c)(3) organization responsible for administering private gifts made to further the University of Oregon's mission. Although the Foundation is a separate entity from the university, the Foundation's sole reason for existence is to partner with the university and serve in our donors' best interest. We are committed to the highest standards of service and ethical conduct when it comes to managing donor gifts for the benefit of the university. Donors entrust the Foundation with fiduciary oversight of their charitable gifts and, in turn, we hold in confidence the details of that giving and other related information.
Since 1922, the Foundation has received, invested, and distributed private gifts, funding student scholarships, faculty support, academic programs, and building improvements. The Board-approved investment strategy and distribution rate are designed to provide stable financial support for the university while preserving the purchasing power of the endowment and trust funds in the future. The Foundation ensures that all university spending of donor money is consistent with the donor's intention.
Ensuring the manage...ment of donor gifts is a tremendous responsibility that every Board member and staff person take very seriously. This factors into every major decision the Foundation and its Board make, and whether that decision will affect the university today or not for many years to come.