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United Way of Palm Beach County

Campaign Processing Specialist

Finance · West Palm Beach, Florida
Department Finance
Employment Type Full-Time
Minimum Experience Entry-level

Purpose

To directly contribute by providing day-to-day processing of all aspects of pledge processing (administration of data entry and information analysis).  Work with the Campaign Data Manager to ensure timely posting of all Workplace, Accounts Receivable (AR), adjustment envelopes and uploads.

Responsibilities

Process campaign pledges and enter cash receipts into donor database in accordance with finance department procedures

Prepare excel spreadsheets for upload into donor database

Ensure that donor accounts are properly established, and pledges are recorded timely and properly in conformity with United Way standards

Ensure that credit card payments received via pledge cards, phone, mail and internet are properly and timely charged and applied to the proper donor accounts

Ensure that various campaign data is properly classified and segregated in the pledge system and meets reporting needs

Ensure that administrative fees are properly calculated in the system and processed by the finance department accordingly

Ensure that designation payouts are prepared in the pledge system timely and accurately based on policies, then reported to finance staff for payment processing

Review and close daily transactions in donor database

Assist, as assigned by management, with the organization’s disaster response efforts

Perform other duties as assigned

Standards

Microsoft Excel skills, at an intermediate level or better preferred

Strong analytical and organizational skills

Must be able to meet deadlines

Demonstrated attention to details

Strong interpersonal skills

Excellent customer service and follow through

Work well under pressure

Core Competencies

Attention to detail

Information gathering and processing

Planning and organizing

Teamwork

Decision making

Using Information technology

Education/Experience

Prior United Way pledge processing experience and/or other donor database experience preferred

Associate’s or Bachelor’s degree preferred

Minimum 3 years’ experience

Excellent communication skills

Excellent computer skills preferred

Physical Requirements

With or without reasonable accommodation, employees in this position must be able to sit and type at a computer terminal for up to 8 hours per day with appropriate breaks and perform tasks that require fine dexterity and repetitive motions using the arms, hands, wrists and fingers.

United Way of Palm Beach County is an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.

 

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  • Location
    West Palm Beach, Florida
  • Department
    Finance
  • Employment Type
    Full-Time
  • Minimum Experience
    Entry-level