Assistant Director for Advancement Services

Job Description
Reporting to the Executive Director of Advancement Services the Assistant Director manages implements and evaluates systems policies workflows and processes for recording reporting receipting and acknowledgement of philanthropic pledges and gifts received by Syracuse University. This role requires a comprehensive understanding of CRM or an equivalent database and related system procedures practices and accounting. They will direct and manage the pledge reconciliation process and related integrity issues; retrieve and analyze pledge data; generate files/reports for monthly mailing and communicate with fundraising staff and donors. The role oversees the delinquent pledge process and related communications. An understanding of unit and university policies and procedures is critical. The Assistant Director will generate fundraising reports campaign reports institutional reports and ad-hoc giving reports. Additionally the position directs and supervises a team that includes the Matching Gifts Coordinator and Data Analyst. They provide support for gift processing functions as needed. This role requires occasional work outside standard business hours including in December during Orange Appreciation Days.

Responsibilities
Manage implement and evaluate systems policies workflows and processes for recording donor pledges and gifts for the Office of Advancement Services. Direct and manage the pledge reminder process related data integrity and donor communications. Oversee pledge delinquency process communicating with fundraising staff and donors. Oversee and reconcile the recurring pledge write-off process. Retrieve and analyze pledge data generate files for monthly mailing and communicate with fundraising staff and donors. Exercise good judgement to identify unique circumstances and constituents requiring special handing/attention. Provide monthly pledge-expectancy reports to schools/colleges/units and Senior Leadership. Research and resolve questions from donors regarding gifts and pledges. Create giving summaries for donors and continually assess processes for improvement. Assess and resolve all gift/pledge reconciliation issues with Treasurers Office Office of General Accounting Comptrollers Office and auditors. Create and maintain purpose and designation records in CRM and online giving sites requiring understanding of reporting and usage codes as well as departmental hierarchies at the university. Maintain current documentation of procedures and standards for data entry report creation gift acknowledgement and donor record gift entry. Support the Executive Director and Assistant Director Revenue Processing with the development dissemination implementation and adjustment of systems policies procedures and standards for data entry data mining report generation gift processing and donor tracking. Identify and implement CITRUS function improvements that facilitate and document donor outreach. Direct train supervise and evaluate staff including the Matching Gifts Coordinator and Data Analyst who are responsible for matching gifts administration the implementation and support of Match360 data integrity initiatives and the implementation and support of the membership interface in CITRUS . Provide continuous staff training ensure maintenance of quality standards for data entry data integrity and report/dashboard generation. Stay current on Advancement Services/industry practices and changes in tax law to increase productivity and compliance. Create and assess fundraising reports/dashboards campaign reports and ad-hoc giving reports for Senior Leadership Chancellors Office Office of General Accounting as well as school/colleges/units. Collaborate with Chancellors Office Trustees Office and Senior Leadership with respect to ongoing Philanthropic Giving Reports. Generate retrievals analyze data for accuracy/ data integrity and approve modifications and changes to donor records. Direct and generate annual institutional reports for Volunteer Survey for Education Council for Advancement and Support of Education ( CASE ) and IRS whose mandates impact institutional and external publications. Compile and analyze data to fulfill externally mandated reporting requirements. Other duties as assigned.