Provide day-to-day processing of all aspects of pledge processing (administration of data entry and information analysis). Work with the Campaign Data Manager to ensure timely posting of all Workplace, Accounts Receivable (AR), adjustment envelopes and uploads.
Process campaign pledges and enter cash receipts into donor database in accordance with finance department procedures
Prepare excel spreadsheets for upload into donor database
Ensure that donor accounts are properly established, and pledges are recorded timely and properly in conformity with United Way standards
Ensure that credit card payments received via pledge cards, phone, mail and internet are properly and timely charged and applied to the proper donor accounts
Ensure that various campaign data is properly classified and segregated in the pledge system and meets reporting needs
Ensure that administrative fees are properly calculated in the system and processed by the finance department accordingly
Ensure that designation payouts are prepared in the pledge system timely and accurately based on policies, then reported to finance staff for payment processing
Perform closing of envelopes in Andar as needed
Assist, as assigned by management, with the organization’s disaster response efforts.
Perform other duties as assigned
Must possess outstanding Microsoft Excel skills, at an intermediate level or better. Skills must include the ability to utilize formulas and perform duties such as macros, formatting, sort, filer, copy and various paste functions
Strong analytical and organizational skills
Must be time sensitive and able to meet deadlines
Demonstrated attention to details
Strong interpersonal skills
Must possess excellent customer service and follow through
Must work well under pressure
Attention to detail
Information gathering and processing
Planning and organizing
Using Information technology
Prior United Way pledge processing experience and/or other donor database experience strongly preferred
Bachelor’s degree strongly preferred in Accounting, Finance or Business Administration, or Information Technology (if IT degree, accounting courses or experience required)
Minimum 3 years’ experience
Excellent communication skills
Excellent computer skills (advanced Excel, Access) and technical expertise
With or without reasonable accommodation, employees in this position must be able to sit and type at a computer terminal for up to 8 hours per day with appropriate breaks and perform tasks that require fine dexterity and repetitive motions using the arms, hands, wrists and fingers. Further details of established essential functions for this position will be addressed/discussed during the interview process.
United Way of Palm Beach County is an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.