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Donations Processing Leadership Role

4 weeks ago

Toronto, Ontario, Canada Centre for Addiction and Mental Health Full time
Job Opportunity at Centre for Addiction and Mental Health

About the Position:

We are seeking a highly skilled and experienced professional to lead our Donations Processing team at the Centre for Addiction and Mental Health (CAMH). As a key member of our Finance department, you will be responsible for overseeing data entry processes, leading a team of Donations Processing Associates, and ensuring accurate and timely processing of donations.

Responsibilities:

  • Oversee data entry work performed by Donations Processing Associates, ensuring adherence to organizational standards and CRA guidelines;
  • Train and supervise Donations Processing Associate and contract staff;
  • Provide guidance to Foundation members related to donations processing, receipting, and fund codes;
  • Create, review, and update donations processing process documents, including training for staff involved in the process;
  • Participate in Finance 101 onboarding for new staff, present sections related to donations;
  • Prepare and distribute monthly pledge report to Philanthropy and Partnership teams;
  • Generate Courtesy Reminders based on the pledge report, including formatting with donor-facing pledge descriptions and donor manager information;
  • Collaborate with Philanthropy and Partnerships teams to adjust overdue pledge schedules;
  • Manage and reconcile gifts coded to suspense fund, coordinating with Philanthropy, Partnerships, and Finance teams for proper coding in a timely manner;
  • Ensure the data integrity of incoming donations, processing them and issuing acknowledgments within agreed-upon organizational standards;
  • Generate charitable tax receipts and thank-you letters appropriate to the donation and distribute to the development and donor experience teams for mailing. Also, update and upload any new tax receipt letters;
  • Manage continuity of tax receipts including cancelled/damaged receipts, sequence of tax receipt numbers;
  • Create and update queries to track necessary manual updates, such as online gifts requiring fund designation or corporate donations needing conversion and receipting outside standard procedures;
  • Liaise with other departments to plan workload effectively;
  • Collaborate with Hospital Finance to establish payroll deductions and review payments potentially intended for the hospital;
  • Host bi-weekly meetings with Donations Processing Associates and Donor Experience team to address issues and challenges;
  • Assist Financial Analyst in reconciling discrepancies between information in Raiser's Edge and the General Ledger;
  • Respond to and resolve Foundation, Hospital, and donor inquiries and discrepancies regarding gifts, tax receipts, and other donor/gift information;
  • Support Finance team in gathering information for audits;
  • Perform any other ad-hoc tasks as assigned;

Requirements:

  • Completion of College diploma or University degree;
  • 5 years of relevant and practical work experience. A combination of relevant education and experience may be considered;
  • Extensive knowledge of and demonstrated experience working with Raiser's Edge or similar donor database management system;
  • Understanding of basic accounting/bookkeeping principles;
  • Demonstrated excellent communication, interpersonal, organizational, and time management skills;
  • Strong client service skills; able to diffuse situations with upset donors/public;
  • Strong computer skills including proficiency in Microsoft Office software, especially Excel;
  • Attention to detail and data entry skills in entering donor and financial information;
  • Ability to work with minimal supervision while prioritizing own work to handle multiple tasks and ensure established deadlines are met;
  • Demonstrated commitment to and understanding of the mission and values of CAMH;
  • Willingness to work flexible hours, occasional evenings, and weekends;

Estimated Salary Range: $73,202.10 to $81,954.53 annually