Development Services Senior Associate, Gifts and Records

https://osu.wd1.myworkdayjobs.com/OSUCareers/job/Columbus-Campus/Development-Services-Senior-Associate--Gifts-and-Records_R154590-1

Position Overview

The Development Services Senior Associate serves as a primary resource for the accurate maintenance of constituent biographic and gift data within The Advancement System (TAS) for The Ohio State University.  The position processes gifts, manages biographic data updates, including relationships, contact information, and communication preferences, conducts donor research via LexisNexis, online investigation, and correspondence with donors, advancement officers, and fiscal officers, and maintains current knowledge of IRS, PCI, and OSU Fiscal policies to ensure regulatory compliance.  The role handles sensitive financial information with a high degree of discretion, runs and analyzes regular reports to identify data inconsistencies, completes record reconciliation, and recommends process improvements to enhance efficiency and accuracy. The position responds to internal and external constituent inquiries with professionalism and confidentiality, independently researches and retrieves information within established systems, and communicates with constituents regarding IRS and University regulations on charitable giving.

The Development Services Senior Associate also serves as subject matter expert for specialized gift and biographic data processes, supporting Advancement Records outreach and training, coaching staff on business rule changes, and overseeing user data quality.  The role proactively expands its knowledge of advanced software and continuously reviews processes and training programs for improvement.  While operating with meaningful independence, the position collaborates closely with and receives guidance from managers, particularly for complex or non-routine situations.  This position requires a successful completion of a background check.

 
All members of External Affairs are part of creating a culture that inspires an exceptionally multifaceted and talented team and are expected to exhibit The Ohio State University’s Shared Values. The Office of External Affairs is committed to acting with kindness, respect, and integrity at all times and welcoming our colleagues’ ideas, voices, and perspectives, acknowledging that we are better together.

Duties and Responsibilities

40%

Processes gifts and manages biographic data updates in TAS (including relationships, contact information, and communication preferences), applying professional judgment and maintaining a high degree of independence, discretion, and adherence to defined controls when handling sensitive financial information.  Accepts donations in accordance with University Audit regulations; conducts research via LexisNexis, online investigation, and correspondence with donors, advancement officers, and fiscal officers to identify donors, with awareness of tax, stewardship, and reporting implications.  Maintains current knowledge of IRS, PCI, and OSU Fiscal policies.  Runs and analyzes regular reports to identify data inconsistencies; completes record reconciliation and adjustments to gift and biographic data as needed.  Recommends processing procedures and improvements to enhance operational efficiency and accuracy.

30%

Responds to internal and external constituent inquiries with a high level of professionalism and confidentiality.  Independently researches and retrieves information within established systems and parameters for internal and external audiences.  Communicates with constituents regarding IRS and University regulations on charitable giving.  Provides general office support.

20%

Serves as subject matter expert and primary point of contact for specialized processes; supports Advancement Records outreach and training activities and provides guidance on established business rules.  Coaches staff on business rule changes, addresses process-related questions, and oversees the data quality of users.  Maintains and proactively expands knowledge of advanced software to ensure ongoing operational efficiency.  Continuously reviews specialized processes and training programs to identify and implement improvements.

10%

Participates in special projects and committees as assigned and supports documentation and cross-training efforts to promote operational continuity.

Required Qualifications

• Bachelor's degree or equivalent experience.
• Two (2) years of relevant experience..
• Knowledge of program subject matter, either through college coursework or experience is required for some positions.

Desired Qualifications (We’re committed to building a team that reflects a variety of skills and experiences and encourage you to apply even if your experience does not align perfectly)

• Master's degree or equivalent experience.
• Four (4) years of relevant experience.

The Office of External Affairs is committed to providing tools and resources for you to learn our business, proprietary databases, university-specific processes, and advancement practices.

In accordance with the Disaster Preparedness and University State of Emergency Policy 6.17 this position has been designated as a standby position.

Additional Job Description
To learn more about the Office of External Affairs, please visit Advancement Careers.

The budget for this position is up to $27.93. The offer for this position will be based on internal equity and the candidate's qualifications.

Function: Development and Engagement

Sub-function: Advancement Services

Career Band: Individual Contributor - Specialized

Career Level: S2