Gift Processing and Tax Receipting Senior Analyst, Advancement Services

We want to take this chance to acknowledge the standard territories of the individuals of the Treaty 7 area in Southern Alberta. The Metropolis of Calgary can be house to Métis Nation of Alberta, Districts 5 and 6.

Place Overview

Development Companies beneath the Workplace of Development is at the moment in search of a Full-time Common Present Processing and Tax Receipting Senior Analyst.

As a member of the Present Processing and Tax Receipting (GPTR) workforce inside Development Companies, this place will report on to the Supervisor, Present Processing and Tax Receipting and could have campus huge impression. This place will work in partnership with donors, schools, departments and different stakeholders, to make sure that all donations obtained by the College of Calgary are accounted for in accordance with the insurance policies of the College and the Canada Income Company.

This place supplies steerage to colleagues within the Workplace of Development referring to donations, requires a excessive degree of accuracy and effectivity to coordinate GPTR’s financial institution deposits, applies wonderful communication abilities to work collaboratively with stakeholders, and gives help for evaluation, reporting and account reconciliation functions.

Place Description

Abstract of Key Obligations (job features embody however are usually not restricted to):

• Required to handle personal time and different analysts time to make sure day by day deposits are accomplished precisely and on schedule
• Decide priorities and work independently to find out the impression of labor on  different items in Development Companies and throughout campus, whereas offering experience and help for these different items as required
• Lead the change administration course of and testing for brand spanking new CRM enhancements and any future new platform implementations
• Analyze new enterprise alternatives in alignment and help of Development actions
• Provoke, design, and implement processes to reinforce customer support and optimize operational effectivity
• Seek the advice of with Companions/Advisors in addition to enterprise Topic Matter Consultants the place particular data and in-depth investigation is required
• Chargeable for supplying experience and data to inner and exterior stakeholders for all queries that pertain to the processing of donations to the College of Calgary. Options supplied have to be in accordance with CRA laws and honour the route of the donor
• Present CRA data relating to the issuance of tax receipts for quite a lot of secondary fundraising actions like particular occasions (i.e. membership appeals, walks or runs)
• Train discretion in coping with extremely delicate and confidential points just like the safety of donor monetary data and nameless items
• Ship one-on-one in addition to group coaching to new Present Processing Analysts or different Development colleagues
• Acts as a mentor and assists College workers; advising on College coverage and procedures, techniques, packages and unit operations
• Present steerage to junior Present Processing Analysts in order that reported points or requests which might be ticketed are organized, responded to and closed inside an acceptable timeframe
• Oversees processing for all tele-marketing, junk mail and on-line donations obtained by the College of Calgary
•  Guarantee dedicated batches obtained from all analysts are balanced and able to embody within the GPTR financial institution deposit
• Reconcile money/cheques/bank cards with donations entered within the donor database
• Put together paperwork and full deposit slips
• Energetic participation in reconciliation and administration of economic data associated to Development Companies’ actions
• Evaluate advanced present entries and month-to-month reconciliations of assorted venture funds

{Qualifications} / Necessities:

• College Diploma with a focus in Enterprise, Accounting, Operations Administration, Administration Info Sciences or different associated fields
• A minimal of 5 years’ expertise in College Development, Banking, Accounting, Finance or different associated expertise
• Superior or Knowledgeable talent with Microsoft Excel is crucial
• Information of Visible Primary for Functions (VBA) is an asset
• Extremely proficient with different Microsoft Workplace functions (Phrase, PowerPoint, Visio)
• Expertise with Blackbaud CRM or PeopleSoft software program is an asset
• Sturdy quantitative evaluation abilities with a confirmed capability to drawback resolve, analyze processes, and provoke enhancements when wanted
• Capability to carry out comfortably in a fast-paced, deadline-oriented work setting
• Capability to evaluate deadlines and schedule personal work appropriately
• Capability to be taught rapidly and adapt to altering priorities
• Sturdy organizational, communication (verbal and written) and interpersonal abilities
• Candidates ought to show a powerful understanding of common accounting ideas, and a fundamental understanding of Canada Income Company laws relating to donations
• Information of College laws and procedures is an asset
• Expertise with money dealing with and reconciliation is most popular

Utility Deadline:  November 29, 2023

We want to thank all candidates prematurely for submitting their resumes. Please observe, solely these candidates chosen to proceed on by way of the choice course of might be contacted.

Further Info

This place is a part of the AUPE bargaining unit, and falls beneath the Specialist/Advisor Job Household, Part 3.

To search out out extra about administration and workers alternatives on the College of Calgary and all we have now to supply, view our Administration and Employees Careers web site . 

The College strongly recommends all college and workers are absolutely vaccinated towards COVID-19.

Concerning the College of Calgary

UCalgary is Canada’s entrepreneurial college, positioned in Canada’s most enterprising metropolis. It’s a high analysis college and one of many highest-ranked universities of its age. Based in 1966, its 36,000 college students expertise an progressive studying setting, made wealthy by analysis, hands-on experiences and entrepreneurial pondering. It’s Canada’s chief within the creation of start-ups . Begin one thing right now on the College of Calgary. For extra data, go to ucalgary.ca .

The College of Calgary has launched an institution-wide Indigenous Technique  committing to making a wealthy, vibrant, and culturally competent campus that welcomes and helps Indigenous Peoples, encourages Indigenous neighborhood partnerships, is inclusive of Indigenous views in all that we do.

As an equitable and inclusive employer, the College of Calgary acknowledges {that a} numerous workers/college advantages and enriches the work, studying and analysis experiences of all the campus and larger neighborhood. We’re dedicated to eradicating boundaries which were traditionally encountered by some individuals in our society. We try to recruit people who will additional improve our range and can help their educational {and professional} success whereas they’re right here. Specifically, we encourage members of the designated teams (ladies, Indigenous peoples, individuals with disabilities, members of seen/racialized minorities, and numerous sexual orientation and gender identities) to use. To make sure a good and equitable evaluation, we provide lodging at any stage in the course of the recruitment course of to candidates with disabilities. Questions relating to [diversity] EDI at UCalgary will be despatched to the Workplace of Fairness, Range and Inclusion ([email protected] ) and requests for lodging will be despatched to Human Assets ([email protected] ).

Do you might have most however not all of the {qualifications}? Analysis present that girls, racialized and visual minorities , and individuals with disabilities are much less prone to apply for jobs until they meet each single qualification. At UCalgary we’re dedicated to attaining equitable, numerous, inclusive and accessible employment practices and workplaces and encourage you to use should you imagine you might be proper for this position. 

We encourage all certified candidates to use, nevertheless choice might be given to Canadian residents and everlasting residents of Canada.