Director of Accounts and Information Management

Saint Ignatius College Prep

Job Description

Job Title: Director of Accounts and Information Management

Status: Exempt, Full-Time

Reports To: Chief Development Officer

Summary: The Director of Accounts and Information Management is responsible for managing the technology needs of the Development Department such as the overall use of the Raiser’s Edge database system and development network. The Director oversees all financial aspects involved in gift processing in coordination with the Treasurer’s Office.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Management of Raiser’s Edge System and its components

• Oversees gift processing and acknowledgement of all gift types raised by the Development Office.
• Oversees biographical updates in conjunction with the event managers.
• Oversees event updates in conjunction with the event managers.
• Provides information reporting systems to the development staff and designs custom reports as needed. Prepares lists for the annual report. Analyzes and documents fund raising performance. Provides lists to outside vendors for mailings, database screening and for data use of the development office website.
• Provides in-house computer training – assists staff in a variety of capacities, such as defining the approach to perform various sorts and to prepare various lists.
• Creates policies and procedures in conjunction with software upgrades and conversions.
• Maintains computer software in consultation with Blackbaud and/or Microsoft and continually reviews new options and/or best use of software.
• Updates Blackbaud code tables, as necessary and makes global changes to constituent categories as appropriate.
• Imports incoming parent records and students into Raiser’s Edge system as needed.
• Sends new records to an outside prospect screening company (Gretzebach and Glier).
• Additional database entry responsibilities as needed.
  
  

Manages the Development Network

• Oversees information technology needs for the Development Department.
• Acts as the first level support for computer troubleshooting.
• Acts as a liaison for the IT department for workstation issues.
• Acts as liaison to an outside computer consultant for the maintenance of the development network.
• Acts as a liaison to vendors for copier and printer maintenance.
• Updates/creates appropriate written procedures for computer processes.
  
  

Manages all financial aspects of monies raised in the Development Office

• Oversees processing of all forms of gifts (cash, check, credit card) to insure proper recording of development deposits into the appropriate fund account.
• Generates all financial reports including weekly gift/pledge reports, gifts-in-kind reports, monthly adjustment reports and cash flow reports.
• Coordinates fund reconciliation with the Treasurer’s Office on a regular basis.
• Oversees the recovery of returned checks and denied credit card charges from donors.
  
  

Fund raising efforts

• Works with the Annual Fund Coordinator in planning and implementing the direct mail program and provide analytical reports of database segmentation and gift processing.
• Works with the Associate Director of Development-Major Gifts in identifying potential donors using the existing database as the primary resource for major gift prospect and provide analytical reports as needed.
• Works with solicitors in creating and designing tools for donor cultivation such as use of Raiser’s Edge built-in reports, Actions, the full use of Prospect Research TAB and design of customized reports as need for fund raising analysis.
• Produces reminders for all constituents with pledges in the system except for parent pledges.
• Oversees processes for matching gift applications and sends reminders to matching gift companies.
  
  

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily with or without a reasonable accommodation. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Minimum of a bachelor’s degree
• 5 years of experience
• Experience in an educational setting preferred
• Must have the ability to hire, motivate, and direct co-workers
• Must have excellent oral and written communication skills
• Proficient in Microsoft Office programs, Raisers Edge, Blackbaud (i.e. Word, Excel, etc.)
  
  

(NOTE: This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, Administration reserves the right to revise the job or to require that other or different tasks be performed when circumstances change (e.g. emergencies, changes in personnel workload, or technological developments).