Financial Support Specialist

Financial Support Specialist

At United Way of King County, we are working side by side with communities to build an equitable future for everyone. We believe that having staff, volunteers, and supporters that represent diverse backgrounds will allow us to better accomplish our mission. We continue to work diligently to ensure that the field of philanthropy is welcoming to diverse communities. We strive to have a diverse staff and particularly encourage Black, Indigenous and people of color to apply and be part of our team.

Our culture fosters collaboration, teamwork, open communication, leadership, integrity, and accountability.

Job Summary:

As member of a flexible and cross-trained Financial Support Services team, the Financial Support Specialist analyzes and prepares contribution and constituent data and gifts for internal processing or for delivery/reporting to an external customer, donor, or other United Way team.

Compensation:

• The hourly rate for this position ranges from $30.79 to $32.41.
• Medical, dental, vision and life insurance
• PTO (including holidays)
• 403(b) retirement savings plan
• Subsidized Transit Pass (Orca Card)

Essential Duties:

• Takes responsibility for Grant input and output activity associated with donor contributions, prepares monthly designation payout data and designation payments on behalf of major donors) and supports accounting team in researching and resolving processing issues.
• Analyzes pledge receivables for collection, coordinates collection follow-up with companies and third-party processors and coordinates such efforts with teammates and colleagues.
• Prepares and/or extracts, transforms and loads constituent and contribution data from external sources for further processing (includes pledge and payment data files and other related data).
• Receives, analyzes, prepares, audits and routes incoming pledges, cash, checks, EFT's and contribution data files for processing based on review of open pledges receivable, processing requirements, information from internal data systems and data downloaded from external web portals.
• Prepares deposits of cash and checks, enters contribution and related information into electronic forms on behalf of donors as needed, extracts, manipulates and standardizes electronic data files to prepare for support processing, submits requests for gift, pledge and payment adjustments, and tracks follow-through.
• Maintains and updates donor and agency accounts, company processing expectations and other constituent or contribution related information in data management systems/databases using a variety of methods.
• Recommends and implements improvements to enhance donor and customer experiences and operational efficiency.
• Performs QA and takes steps to mitigate errors in gift and constituent data based on ongoing review of data integrity.
• Prepares reconciliations, reports and analysis related to donor gifts and related data sets for internal and external use and to support business decisions.
• Performs other duties as assigned.

Knowledge, Skills, and Abilities:

• Demonstrated understanding of social and racial justice and equity, with a proven commitment to apply racial and economic justice lenses in both personal and workplace contexts.

• Lived experience and/or demonstrated professional skills working within a diverse work environment.
• Demonstrated detail orientation with strong analytical, problem solving and decision-making skills.
• Proven effective time management and organizational skills.
• Demonstrated ability to prioritize independently based on team goals and customer expectations.
• Demonstrated ability to synthesize information.
• Proven excellent verbal and written communication skills.
• Demonstrated ability to handle multiple projects and data sources.
• Demonstrated ability to work collaboratively in a rapidly changing team environment.

Education and/or Experience:

Bachelor's degree, or equivalent, in business administration, accounting, or a related field. Must have at least three years' experience in data analysis and data processing. Cash handling experiences preferred. Demonstrated competence with office technology, the Internet, CRM systems, and solid skills with MS Excel and the Microsoft Office suite. Two to three years of experience in nonprofit fundraising, account management and/or related experience preferred. Experience working at another United Way is helpful but not required.

Additional Information:

• Opportunities to work with smart, passionate, and enthusiastic team members and volunteers.
• Ongoing collaboration with diverse staff and other constituents
• A desirable culture of high-performance expectations and accountability
• Exciting and challenging work
• Opportunities to help solve the community's toughest problems.
• Competitive pay is commensurate with demonstrated successful performance and experience.
• Many other benefits that we are happy to discuss with you.