Foundation Financial Coordinator

PERFORMANCE PLANNING

This position serves in a key role in the DCH Foundation office. The Foundation Financial Coordinator is responsible for the planning and tracking of the financial activities of the DCH Foundation, including donor database management. These activities include deposits, disbursements, reporting, budgeting, and generally responsible for the financial functions of the DCH Foundation. The Financial Coordinator provides support, direction, and information as required for the efficient operation of the Foundation office and its staff.

KEY RESPONSIBILITIES / ESSENTIAL FUNCTIONS

* Serves as the donor data base manager to include:

* Ensures all donations are accurately posted to donor accounts

* Ensures accurate system is in place for recording, tracking, reminding and collection of donor pledges

* Ensures process is in place for continuity regarding how accounts are listed/created

* Supports staff members with appropriate and necessary information by creating accurate queries/reports and/or working with the IT Department to create custom reports.

* Serves as the Foundation bookkeeper/accounting support to include:

* All donations are accurately posted to donor accounts (including pledge payments)

* Issues bi-weekly checks on behalf of Foundation Funds that support the Foundation's & Hospital's mission and keeps accurate records of such expenses.

* Reviews/enters outstanding reconciliation items at month's end for Foundation accounts

* Monthly transfers to/from "01" and "02" accounts

* Reconciles balance sheet monthly

* Monitors bank accounts and is responsible for the accurate transfer of money within bank accounts in a timely manner.

* Provides fund balances, income/expense reports, financial reports, etc. for Foundation Officers.

* Manages the annual office budget for 01.957. Ensures all office budget expenses are processed accordingly.

* Serves as primary financial contact at all DCH Foundation events; ensuring process is set-up and implemented to DCH standards.

* Manages staff payroll/time sheet reports.

* Assists in the defining, designing, and collection of recurring and ad hoc financial reports.

* Serves as Liaison with Internal and External Audit process and responds to auditor's requests

* Maintains the confidentiality of foundation financial and donor giving records.

* Prepares annual benchmarking data when requested.

* Proactively assists, where appropriate, in the completion of tasks associated with on-going projects.

* Ability to work independently, setting priorities.

* Ability to work with all levels of people.

DCH Standards:

* Maintains performance, patient and employee satisfaction and financial standards as outlined in the performance evaluation.

* Performs compliance requirements as outlined in the Employee Handbook

* Must adhere to the DCH Behavioral Standards including creating positive relationships with patients/families, coworkers, colleagues and with self.

* Requires use of electronic mail, time and attendance software, learning management software and intranet.

* Must adhere to all DCH Health System policies and procedures.

* All other duties as assigned.

MINIMUM KNOWLEDGE, SKILLS, EXPERIENCE REQUIRED

Bachelor of Science or Bachelor of Business Administration degree with a major in accounting or equivalent preferred. A minimum of three years' bookkeeping or advanced data integration and analytics experience may be considered in conjunction with accounting courses in lieu of the bachelor's degree.

Previous bookkeeping experience in a charitable organization (fund accounting) is strongly preferred. Excellent communication skills (written and verbal), the ability to work independently and attention to accuracy are required.

Intermediate proficiency in current office and software technology including but not limited to: Microsoft Outlook, Word, Excel, PowerPoint and Publisher.

Intermediate proficiency in Quickbooks is required.

eTapestry or equivalent donor database management software experience is preferred.

Must be able to read, write legibly, speak and comprehend English.

WORKING CONDITIONS

Environmental

There are relatively few actions that would serve as an environmental hazard to this position.

Physical

L- Light work - Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly. Able to tolerate prolonged periods of sitting or standing. Must have good manual and finger dexterity.

Psychological

Daily contact with others, including face to face discussions with internal and external customers. Occasional Conflict Situations; Frequent correspondence with external customer through letters, memos, and e-mail.; Responsibility for Outcomes and Results; Regular use of telephone; Daily interaction with Work Group or Team, both internal and external.

Physical presence onsite is essential. Hearing and vision must be normal or corrected to within normal range. Able to perform the duties with or without reasonable accommodation.