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Foundation Operations Specialist - CLEVELAND, WI,

Job Information

Job Order ID :
WI3665372
# of Positions :
1
Minimum Education Level :
Bachelor's Degree
Experience Required :
Training :
Bachelors Degree
Salary :
$24.92 +
Duration :
Shift :
First Shift (Day)
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: (40%) Accounting for the Lakeshore Foundation Manage
gift and donor entry in the Lakeshore Foundation CRM system (Blackbaud,
Anthology) Process checks: deposit into Lakeshore Foundation checking
accounts as directed by the ED of the Foundation. Assist in funds
transfers between bank accounts and investment accounts as directed by
the ED of the Foundation. Process invoices: Prepare and process expense
reimbursements and/or check requests under the supervision of the ED of
the Foundation and in coordination with Finance Offices. Post monthly
account journal entries. Prepare monthly financial statements. Reconcile
account balances. Resolve issues through proactive problem-solving and
provide appropriate, accurate information in a timely matter. (30%)
Support for the Lakeshore Foundation Executive Director and Board of
Directors Schedule and oversee venues for quarterly Lakeshore Board
meetings. Serve as the record holder of all Lakeshore Foundation
operations (including banking information, investment account
information, check requests, gift receipts, pledge commitments, audited
financial reports, IRS990 reports etc.). Serve as the record holder for
Lakeshore Foundation foundational documents including articles of
incorporation and organizational agreements. Maintain Lakeshore
Foundation CRM/Database. Communicate with internal stakeholders to
monitor operational procedures and effectiveness. (20%) Scholarship
Application Administration Enter and configure all new scholarships and
scholarship cycles. Facilitate the scholarship application review and
awarding process including setting up the review process, tier 2
scholarships, awarding, and communicating to all applicants.
Coordination and communication with other college departments including
financial aid, student success, and instruction under the direction of
the Executive Director. (10%) Administrative Support Maintain the
Lakeshore Foundation operations folder including gift acceptance policy,
contracts, and binding agreements. Manage Institutional Advancement and
Foundation policies and procedures within related software. Assist in
providing information to the Foundation Board as directed by the ED of
the Foundation, including orientation for new Board Directors. Schedule,
Attend, and provide minutes of all Lakeshore Foundation Board meetings.
Gather and compile information to complete reports to the ED and VP of
Institutional Advancement. Maintain Foundation donor records, and office
forms, draft correspondence, and create presentations. Participate in
college committees and events. \*\*\*\*\* OTHER EXPERIENCE AND
QUALIFICATIONS: EDUCATION AND EXPERIENCE: Bachelor\'s degree or
equivalent in a related discipline required. Two to three years of
recent related occupational experience is required. Accounting
experience is required. Work in a non-profit organization is preferred.
Project management and organizational skills are required.
CERTIFICATIONS, LICENSURE, REGISTRATION: None \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online:
https://phe.tbe.taleo.net/phe01/ats/careers/v2/viewRequisition?org=N2FGE8&cws=37&rid=863
Other: A LTC Certified Employment Application must be completed in its
entirety to be considered for a position at the College. Unofficial
college/university transcripts and photo copies of
licenses/certifications must be submitted to the Human Resources
Department. To obtain a copy of our online employment application please
visit LTC\'s website (link provided above) or simply call Human
Resources at 920 693-1863 to request an application form to be sent.
Note: Meeting the minimum requirements does not guarantee an interview
for a position.

Company Information

Name :
LAKESHORE TECHNICAL COLLEGE

Application Information

Apply by mail :
Attn: Human Resources - LAKESHORE TECHNICAL COLLEGE
1290 North Ave
CLEVELAND, WI 53015
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