United Way of North Central New Mexico · 5 days ago
United Way of North Central New Mexico Finance & Donor Relations Specialist
Albuquerque, NM
Full-time
Hybrid
Entry Level
$27/hr - $31/hr
2+ years expUnited Way of North Central New Mexico is dedicated to improving lives and strengthening communities through effective donor and financial management. The Finance & Donor Relations Specialist ensures high-quality customer service to donors, manages donor accounts, and supports the organization’s fundraising initiatives.
Non-profit Organization Management
Responsibilities
Manages all donor and Tocqueville Society members’ accounts, including accurate data entry, record keeping, and reconciliation of pledges, payments, and financial adjustments
Tracks, completes and manages donor and Tocqueville Society members’ financial transactions including: Processing designation requests, payments, payment preferences, and pledges in the donor database and other databases, and utilizes the Prospect Management tool
Making financial adjustments to Tocqueville donors’ Personal Philanthropy Accounts working with the donors to accurately distribute their funds
Managing monthly, quarterly and annual pledge billing and reminders for Tocqueville and other donors
Coordinating bi-monthly financial payouts for Tocqueville donors (Two via ACH and two via check)
Preparing pending payments and letters to agencies with each payout ensuring proper recognition of all gifts
Reconciles adjustments to donor pledges and payments
Ensures accurate records of donors and Tocqueville Society members’ contact information, personal data and pledge/payment data in donor database
In working closely with the Major Gifts Tocqueville Officer, tracks and manages member recommitments and recruitment of new members through Prospect Management tool in donor database
Collaborates with Investor Relations, Finance and IT teams to establish, edit and follow donor database and finance procedures including but not limited to input, support, and development of new procedures and processes for Tocqueville Society
Manages the acknowledgements of all Tocqueville Society pledges and payments through personal letters and statements
Distributes Tocqueville donors’ quarterly giving statements and annual tax letters/statements
Provides customer service, updates and communications for DonorLink and AgencyLink
Research returned agency checks and dissolved agencies
Oversees Designation Management, Payout Module, and AgencyLink database
Regularly review and update donor management processes and procedures to ensure accuracy and completeness, proactively identifying efficiencies and implementing improvements with management approval
Ensure compliance with internal controls, audit requirements, and financial reporting standards
Prepare and distribute financial reports, donor statements, and documentation for audits and reviews
Contributes to the organizational shared goal of raising funds to support the mission and initiatives
Builds relationships with donors and Tocqueville Society members through personal interaction stewardship, and timely communication, including providing turn-key service to all Tocqueville Society members by supporting their payment and designation choices, acknowledging their gifts, facilitating recognition, and supporting Investor Relations with Tocqueville special events
Provides top-tier customer service to all donors, volunteers and agency partners
Respond to all donor concerns appropriately and in a positive manner
Drafts and sends personalized acknowledgments, thank-you letters, and reports
Attends donor and Tocqueville Society events and supports donor recognition activities
Responds to donor inquiries regarding financial transactions, account status, and giving options
Participates actively in fundraising initiatives and cross-functional projects by coordinating donor and stakeholder communications, handling tasks such as fundraising pledge and payment processing, to support our organizational goals, mission and initiatives
Attend all staff meetings and trainings, and events as required or assigned
Performs other duties and special projects as assigned
Qualification
Required
Bachelor's degree or 2 years' experience in a financial/accounting role or administration
Experience in nonprofit donor stewardship, financial reporting, or accounting
Proficiency in all Microsoft Office products
Flexibility, independence, critical thinking and decision-making skills
The position requires a commitment to working in team settings, an understanding of internal and external customers, including staff and volunteer management
Excellent spelling and grammar, and good judgment
Ability to compile information, prepare reports and light bookkeeping
Effective time management, manage responsibilities independently and exercise initiative
Demonstrate strong financial acumen, attention to detail, and knowledge of basic bookkeeping or accounting, ensuring accuracy in donor account management and financial stewardship
Exhibit excellent written and oral communication skills, including clear, concise, and professional correspondence and interactions with donors, volunteers, and colleagues
Proficiently use Microsoft Office Suite, donor management software, and online research tools to manage and analyze data, compose and prepare reports, and support decision-making
Demonstrate practical experience with AI and data analysis tools to enhance operational efficiency and innovation, inform strategic decisions, and drive continuous improvement
Proficient in internet navigation and online research using modern web browsers to gather, verify, and utilize information effectively for job-related tasks
Foster a welcoming and respectful workplace culture by working effectively with people from diverse backgrounds, actively committing to organizational values, and participating in team efforts to improve processes and outcomes
Benefits
Health, dental, life and long-term disability insurance
A retirement plan
Flexible spending account
Voluntary insurance programs
Tuition reimbursement plan
Volunteer time off
Generous leave time
Company
United Way of North Central New Mexico
United Way of North Central New Mexico is a 501©(3) nonprofit organization governed by a local Board of Directors.
Founded in 1934Albuquerque, NM, US
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Rodney Prunty
President & CEO
Dr. Ari Rosner-Salazar
Director of Community Outreach & Partnerships
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