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Applications Analyst
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Senior Analyst, Applications
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Applications Analyst
- New York, New York, United States
- New York, New York, United States
About
Facilitate the day-to-day financial gift processing for the Foundation, including sorting checks, credit card payments, Luminate (online) contributions, matching gifts, and monthly recurring gifts. Maintain electronic and physical backup files for all gifts processed, and process daily gift batch reports, cash transmittals, and reports for reconciliation. Partner with Development Officers, Annual Programs, Alumni Office, and Signature Events team to ensure accurate designation of gifts. Work in partnership with the Associate Director of Database Operations and Financial Reporting on any transactional questions or issues requiring special handling. Generate tax acknowledgements and tribute/honoree letters, performing quality control oversight for accuracy, and prepare letters for signature and mailing. Prepare end‑of‑year tax letters including recurring gifts, employee payroll deduction, and end‑of‑year special requests. Register guests and contributions for signature events and Alumni Reunion, including processing payment for event participation, ticket distribution, etc. Maintain the integrity of donor records with updated address, phone, and biographical information. Maintain relationship with Blackbaud to ensure best practices and new product/improvement/compliance updates are reviewed. Maintain relationships with other departments regarding procedures, quality control and good customer service. Participate in the Development Operations effort to update and maintain a detailed and current policy and procedures manual, updating or creating documentation. Ensure the integrity of the database by identifying and implementing ongoing data clean‑up processes. Extend help and support as required for events (which may occur during non‑business hours) or other projects. Qualifications
Strong attention to detail and understanding of the importance of consistent and accurate data entry. Positive customer service orientation for internal and external constituents, strong organizational skills, and the ability to prioritize. Ability to work quickly and accurately, react positively and professionally to changing priorities and workloads. Team player who takes personal responsibility for producing high quality individual work. Strong organizational, analytical, and financial experience and fluency in Microsoft Office and database management. Knowledge of Raisers Edge (a plus). Education, Certification
Bachelor’s degree preferred; plus relevant work experience, such as fundraising, marketing, high level data entry, database reporting, communications, or business. Experience
Three to five years’ work experience in a data‑intensive environment is required. Demonstrated competence in the Microsoft Office programs strongly preferred, with particular expertise in the creation and manipulation of Excel spreadsheets and the mail merge features of Word. Familiarity with Raiser’s Edge fundraising software a plus. This role may require access to information considered sensitive to Albany Med Health System, its patients, affiliates, and partners, including but not limited to HIPAA Protected Health Information and other information regulated by Federal and New York State statutes. Workforce members are expected to ensure that: Access to information is based on a “need to know” and is the minimum necessary to properly perform assigned duties. Use or disclosure shall not exceed the minimum amount of information needed to accomplish an intended purpose. Reasonable efforts, consistent with Albany Med Health System policies and standards, shall be made to ensure that information is adequately protected from unauthorized access and modification. Albany Med Health System is an equal opportunity employer.
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Languages
- English
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