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Career Opportunities

Administrative Support

Financial Specialist Senior

The University of Wisconsin System is engaged in a Title and Total Compensation (TTC) project to redesign job titles and compensation structures. As a result of the TTC project, official job titles on current job postings may change in Spring 2020. Job duties and responsibilities will remain the same. For more information please visit: https://www.wisconsin.edu/ohrwd/title-and-total-compensation-study/

Posting Date

3/18/2020 12:00:00 AM

Position Information

Title:  Financial Specialist Senior

Essential Job Functions

This position reports to the Foundation Accountant and performs a variety of administrative activities for fundraising, donor relations and alumni relations. Tasks include data entry, donor correspondence, vendor payments and cash handling. This position requires a high degree of accuracy, attention to detail and confidentiality. This position will handle confidential information that may not be distributed or divulged in any way, except as required by this position. Employee will work with multiple university departments, donors, alumni and vendors.

This position includes the following responsibilities:
  • Receive daily donations for various university departments: cash, check and credit cards.
  • Evaluate, sort and enter donations into University’s database in a timely manner.
  • Analyze donations to determine appropriate campaign, fund and appeal, and select appropriate donor acknowledgment letter.
  • Manage credit card donations including recurring gifts, reconciliations to the bank and refunds.
  • Manage matching gifts by verifying donor, matching gift company, processing gifts and reconciliation of receivables.
  • Reconcile university employee donations through payroll deduction.
  • Post information in Blackbaud Raiser’s Edge and Financial Edge; Prepare bank deposits.
  • Manage and maintain constituent information and records. Ensure constituent records are up-to-date and accurate. Document, track, scan, and save correspondence with alumni, donors, and other constituents.
  • Notify UWGB colleges, academic programs, and departments of new contributions and pledges that have been received. Encourage them to send thank-you notes to the donors of these gifts.
  • Generate gift and deposit records; perform gift adjustments.
  • Prepare timely pledge receivable reports; Coordinate write-off process.
  • Produce gift receipts and donor acknowledgement letters for all donations in a timely and accurate manner.
  • Coordinate periodic updates and revisions to all donor acknowledgement templates.
  • Generate donor pledge invoices and payment reminders.
  • Assist with preparation of year-end giving summaries and fund statements.
  • Assist staff members on running data queries, exports, word-processing lists of names and addresses for mailings, event invitation and RSVP lists, reports, etc.
  • Establish a calendar of weekly, monthly, quarterly, and other reports to be run throughout the year. Distribute these reports to the Vice Chancellor and other appropriate staff members.
  • Enter vendor invoices in Blackbaud Financial Edge.
  • Manage vendor records including updating information and preparing payments to vendors using system generated check stock.
  • Assist Advancement team with planning and execution of events; track payments and attendees.
  • Provide backup support to University Advancement Administrative Assistant; provide excellent donor service.
  • Monitor shared departmental email inboxes; route communications.

Qualifications

MINIMUM QUALIFICATIONS:
  • Associate's degree in Accounting or related field at time of application
  • 2 years of experience working in Accounts Receivable/Payable

PREFERRED QUALIFICATIONS:
  • Experience with Blackbaud Raiser's Edge or Financial Edge
  • Experience in higher education environment
  • Experience in non-profit accounting

The successful candidate will be expected to work inclusively and respectfully within a diverse campus community and practice civility in the workplace.  The University welcomes applicants who are dedicated to the appreciation and promotion of inclusivity and equity as crucial components in the pursuit of organizational excellence.

In addition, the successful candidate will have strong oral, written, interpersonal, and organizational skills, demonstrated integrity and strong leadership, and the willingness to work independently and as part of a collaborative team. The University invites applicants who are dedicated to enriching the quality of life for students and the community by embracing the educational value of diversity, promoting environmental sustainability, encouraging engaged citizenship, and serving as an intellectual, cultural, and economic resource.

Conditions Of Appointment

Position is a full-time University Staff appointment.  The work hours for this position will be 7:45 a.m. – 4:30 p.m., Monday through Friday. 

A criminal conviction investigation will be conducted on the finalist(s).  A six-month probationary period is required for this position. In compliance with the Wisconsin Fair Employment Act, the University does not discriminate on the basis of arrest or conviction record.

All final candidates must be asked, prior to hire, whether they have been found to have engaged in, are currently under investigation for, or left employment during an active investigation in which they were accused of sexual violence or sexual harassment. When obtaining employment reference checks, these same sexual violence or sexual harassment questions must also be asked.

The University of Wisconsin-Green Bay does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources.

Salary

Competitive salary commensurate with qualifications and experience.

This position will earn an additional $0.60 per hour for all weekend hours worked and an additional $0.45 per hour for all hours worked between 6 p.m. and 6 a.m.

This position is not exempt from the overtime provisions of the Fair Labor Standards Act (FLSA).

BENEFIT DETAILS
The UW System provides an excellent benefits package, including participation in the Wisconsin State Retirement System.

To Apply

STEP 1: Please select the applicable link below:

External Applicants: (NOT currently employed by the University of Wisconsin System)
Internal Applicants: (Currently employed by the University of Wisconsin System)

STEP 2: From "Search Jobs" screen,
  • Click "View All Jobs"
  • Select "Financial Specialist Senior"
    • You must login before you can apply. Input your "User Name" and "Password" and select "Sign In."
    • If you have not yet registered, click "Register Now" to begin the registration process.

STEP 3: Submit application materials:

Please be sure to complete all required fields, and include all required documents before submitting your application. Once submitted, you will not be able to edit or attach any application materials. Files must be complete to be considered. Please include the following documents:

  • Cover letter that specifically addresses qualifications for the essential job functions
  • Resume
  • Names and contact information for three references  


You must select "Submit" to forward your application materials to the search committee.

If you have any questions, need accommodations, or submitted your application with missing materials, call or email:

Human Resources
Phone: (920) 465-2390
Email:  jobs@uwgb.edu

Application Deadline

To ensure consideration, please submit application materials by Thursday, April 30, 2020.

Note: The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis.Stat. sec. 19.36(7).

For more information regarding the University of Wisconsin-Green Bay and the surrounding area, see our Campus and Community section. For Campus Safety information see our University Police website and our Annual Security Report (for a paper copy please contact the Office of Human Resources at (920) 465-2390). This report includes statistics about reported crimes, as well as information about crime prevention and campus security policies and procedures.

The University of Wisconsin-Green Bay is an Affirmative Action Equal Employment Opportunity employer committed to achieving a diverse workforce and to maintaining a community which welcomes and values a climate supporting equal opportunity and difference among its members. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender and/or gender identity or expression, marital or parental status, genetic information, national origin, ethnicity, citizenship status, veteran or military status (including disabled veteran, recently separated veteran, other protected veteran, or Armed Forces service medal veteran status), age, or disability.