As the Compliance & Disbursement Associate you sit at the intersection of financial accuracy and donor stewardship ensuring that every dollar moving through the Indiana University Foundation is handled with precision integrity and care for the intent behind the gift.
Your work centers on disbursement operations and each week youll review and audit disbursement requests verifying that expenses align with donor designations and comply with IUF IU and IRS regulatory standards. You reconcile supporting documentation apply general ledger expense codes and identify anything that needs to be rerouted for further review. You execute check runs ACH transfers and wire transactions managing interface imports and ledger reconciliation to keep the financial system in sync. You also own vendor data administration onboarding new vendors securing required compliance documentation and flagging taxable payments for accurate year-end reporting.
You will have the opportunity to work cross-functionally across departments including the Accounting Merchant Services and IT teams at IU and the IU Foundation serving as a resource on policy and compliance questions and bringing a customer service mindset to every interaction. If you lead with curiosity know the right questions to ask and bring a policy-grounded approach to financial work apply today!
Qualifications :
Education & Experience
- Associates degree in a business-related field or 3 years of equivalent work experience
Knowledge Skills & Abilities
- Basic accounting principles and the ability to interpret and apply financial policies and procedures
- Familiarity with IRS regulatory compliance and year-end reporting requirements
- Experience with or aptitude for Accounting software such as Blackbaud Financial Edge
- Advanced proficiency in Microsoft Excel
- High attention to detail in financial review and data accuracy
- Familiarity with Tableau or similar data analytics tools
- Interest in workflow optimization process automation or AI-driven tools
- Strong communication skills and a customer service orientation
- Proactive approach to staying current on policy changes and system updates
Additional Information :
The compensation for this role is $46000$48000 annually commensurate with relevant education and experience.
This position is hybrid based out of our Bloomington Indiana office and includes a minimum of three days of on-site work per week (to include Monday Wednesday and Friday) with a bank of 60 days to be used for remote work on Tuesdays and Thursdays throughout the year as permitted.
Applications will be accepted through April 9th; however interviews may begin as soon as April 2nd.
The IUF is committed to providing a safe respectful and professional work environment that is free of Discrimination and Harassment. The IUF will not tolerate any form of Discrimination or Harassment based on the Individuals race ethnicity religion color sex age national origin genetic information sexual orientation disability gender identity or expression ancestry marital status protected veteran status pregnancy or any other basis prohibited by law.
Remote Work :
No
Employment Type :
Full-time
As the Compliance & Disbursement Associate you sit at the intersection of financial accuracy and donor stewardship ensuring that every dollar moving through the Indiana University Foundation is handled with precision integrity and care for the intent behind the gift.Your work centers on disbursement...
As the Compliance & Disbursement Associate you sit at the intersection of financial accuracy and donor stewardship ensuring that every dollar moving through the Indiana University Foundation is handled with precision integrity and care for the intent behind the gift.
Your work centers on disbursement operations and each week youll review and audit disbursement requests verifying that expenses align with donor designations and comply with IUF IU and IRS regulatory standards. You reconcile supporting documentation apply general ledger expense codes and identify anything that needs to be rerouted for further review. You execute check runs ACH transfers and wire transactions managing interface imports and ledger reconciliation to keep the financial system in sync. You also own vendor data administration onboarding new vendors securing required compliance documentation and flagging taxable payments for accurate year-end reporting.
You will have the opportunity to work cross-functionally across departments including the Accounting Merchant Services and IT teams at IU and the IU Foundation serving as a resource on policy and compliance questions and bringing a customer service mindset to every interaction. If you lead with curiosity know the right questions to ask and bring a policy-grounded approach to financial work apply today!
Qualifications :
Education & Experience
- Associates degree in a business-related field or 3 years of equivalent work experience
Knowledge Skills & Abilities
- Basic accounting principles and the ability to interpret and apply financial policies and procedures
- Familiarity with IRS regulatory compliance and year-end reporting requirements
- Experience with or aptitude for Accounting software such as Blackbaud Financial Edge
- Advanced proficiency in Microsoft Excel
- High attention to detail in financial review and data accuracy
- Familiarity with Tableau or similar data analytics tools
- Interest in workflow optimization process automation or AI-driven tools
- Strong communication skills and a customer service orientation
- Proactive approach to staying current on policy changes and system updates
Additional Information :
The compensation for this role is $46000$48000 annually commensurate with relevant education and experience.
This position is hybrid based out of our Bloomington Indiana office and includes a minimum of three days of on-site work per week (to include Monday Wednesday and Friday) with a bank of 60 days to be used for remote work on Tuesdays and Thursdays throughout the year as permitted.
Applications will be accepted through April 9th; however interviews may begin as soon as April 2nd.
The IUF is committed to providing a safe respectful and professional work environment that is free of Discrimination and Harassment. The IUF will not tolerate any form of Discrimination or Harassment based on the Individuals race ethnicity religion color sex age national origin genetic information sexual orientation disability gender identity or expression ancestry marital status protected veteran status pregnancy or any other basis prohibited by law.
Remote Work :
No
Employment Type :
Full-time
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