Pledge Receivable Accountant

The Pledge Receivable Accountant reports to the Director, Accounts Receivable and is a member of the Finance department of UWGA. The Finance Department is responsible for the financial reporting, financial oversight, processing of receipts and payments, grants management, contract and legal review, building operations and the overall financial health of UWGA. The Pledge Receivable Accountant updates pledge receivable balances based on daily cash collections. The person in this position interacts with individuals and corporate donors, frequently answering questions and works closely with grant manager and the Office of Development regarding cash receipts.

Position Summary

The Pledge Receivable Accountant position exists to manage the pledge receivable payment process and outstanding balances and to make the daily deposits related to the fundraising campaign and government grants. The Pledge Receivable Accountant interacts with the CFO, Controller, Director, Accounts Receivable, and others within the Finance department. Additionally, the Pledge Receivable Accountant interacts with the Office of Development team, Community Engagement team, other staff, constituents, donors, company A/P contacts, and the public with questions.

This role supports the goals of

• Ensuring accounts receivable is accurately and properly applied.
• Providing A/R oversight of the organization.
• Delivering quality donor experience.

Key Responsibilities

• Manage the pledge receivable processes, including collections of outstanding pledge balances.
• Analyze pledge receivables on a regular basis and determine plan of action for outstanding balances which included but are not limited to working with Office of Development for direct donor follow-up.
• Perform daily cash management duties, including the processing of incoming cash, checks, EFT’s, credit cards, refunds, cancellations, and charge backs daily, ensuring that the monies are credited to the correct account and correct campaign year.
• Serve as back up to Director, Accounts Receivable to process electronic payment details to the donor level.
• Resolve inquiries regarding pledge balances with donors, Office of Development team, and other agencies.
• Prepare and send pledge statements, confirmations, and invoices to companies and individuals.
• Assist in streamlining the accounts receivable process by identifying areas for performance improvement.
• Consult and assist donor services and other finance team members as necessary.
• Develop working relationship with donor company A/P coordinators.
• Perform other duties as assigned or necessary.

Qualifications and Expectations

Qualifications

• 2–4-year accounting degree or appropriate accounting experience with customer service background.
• Excellent communications skills (both written and verbal).
• Strong mathematical, analytical, and problem-solving skills with attention to detail.
• Computer literate; proficient in the use of Microsoft Office and knowledge of basic office equipment.

Expectations

• Proven ability to work under pressure
• Good communication skills
• Ability to effectively work well with all levels of management
• Strong customer service skills
• This role can exist as a hybrid role but will require 3 days of work from the office