- Processing Pledges & Payments: Manage the processing of daily mail, stock gifts, credit card transactions, grant revenue, and all payments and pledge envelopes submitted by engagement staff for the appropriate campaign year and consistent with all UWSC policies.
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- Revenue Reconciliation: Includes analyzing accounts in the pledge system, as well as internal and external requests, to create adjustments to payments, pledges, and campaign years when required to reflect accounts properly.
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- Coordination Between Finance and Engagement: Responsible for ongoing coordination with all members of the Engagement Team staff and leadership to ensure proper processing of pledges. Provide direction/training to Engagement Team as needed to ensure smooth processing of all campaign results (whether processed internally or by other United Ways/3rd Party Processors).
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- Collection Management: Includes overseeing invoicing and managing collection related communications with donors, corporate partners, and other United Ways. Communicate collection efforts with appropriate members of the Engagement Team throughout the process.
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- Internal Audit of pledges, payments, and designations recorded through StratusLive.
- Deposit Reconciliation: Includes reconciling daily deposits between the bank statement and StratusLive.
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