Data Specialist, GDR

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

Job Location (Full Address):

300 East River Rd, Rochester, New York, United States of America, 14623

Opening:

Worker Subtype:

Regular

Time Type:

Full time

Scheduled Weekly Hours:

40

Department:

100006 Ofc Sr Vice Pres Advancement

Work Shift:

UR - Day (United States of America)

Range:

UR URG 104 H

Compensation Range:

$18.65 - $26.11

The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.

Responsibilities:

GENERAL PURPOSE:
With minimal direction and considerable latitude for independent judgment, performs daily gift and biographic updates to the Advancement OASIS database. Analyzes all information for input into OASIS, reviews and verifies accuracy of records, and works with university and advancement colleagues at all levels, as well as donors to ensure gift and biographic entry complies with UR, departmental, and IRS policies and regulations. A high level of skill and proficiency is required in the management of this confidential process.

Schedule: 8 AM-4:30 PM; OCC WKNDS/HOLS

RESPONSIBILITIES:

• Accurate review, analysis, OASIS entry, and follow-up of gifts within the timeframe identified in department standards. This process includes analyzing all gifts utilizing a basic understanding of Advancement policies and accounting principles and concepts. Knowledge obtained through departmental learning materials and training sessions, to proficiently learn and use OASIS and Advancement tools. Understanding of IRS regulations as they pertain to gift acceptance, processing, and receipting, to ensure accurate handling of gifts. Have a basic understanding of balancing cash, in flow and out flow.
• Represent the department and the university in a professional manner, always protecting confidentiality of donor information. Collaborate with various internal customers to understand their informational and business needs, and how the analyst's work impacts them and external customers. Answering phones in a professional courteous manner to answer internal and external customer questions. Maintain an orderly work area, files, and records, including clearing desk at the end of the day, locking all confidential donor information when away from desk, and keeping records of files so work can be retrieved by supervisors as necessary. Independently manage own workload and priorities, consulting supervisors and/or clientele as necessary.
• Accurately entering the information into OASIS, meeting timeliness and accuracy standards, as defined by department procedures, which will be monitored.
• Accurate analysis of biographic updates following Advancement policies. This process includes analyzing requested updates.
• OASIS entry and follow-up of all biographic updates (including those identified through daily work and those assigned to analyst as a project).
• Through reading material and training sessions, learn and maintain information to clearly understand policies and procedures related to position as a Data Specialist; bring to supervisor's attention possible issues in a timely manner and participate in determining solution.
• Through training sessions and reading material, learn and maintain knowledge of UR Advancement and Gift & Donor Records policies and procedures as well as IRS guidelines to process gifts accurately and proficiently. The analyst will be required to participate in regular training sessions to keep their knowledge current and relevant.
• Other duties as assigned

REQUIREMENTS:

• Two years post-secondary education
• 2+ years of experience in an operational environment such as Advancement Services or bank operations;
• or equivalent combination of education and experience
• Scrupulous accuracy and attention to detail, as well as the ability to exercise sound independent judgment and follow established protocols and procedures.
• Proven ability to prioritize and multi-task in a fast-paced environment, accommodate shifting priorities, and meet deadlines.
• Proven ability to work in