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Advancement Services Officer
Luminis Health
Title: Advancement Services Officer
Department: Department of Philanthropy Operations
Reports to: Manager – Advancement Services
Job Code/Cost Center: 45000-50138-001165
FLSA Status: Exempt
Position Objective
To provide overall operational support to the Foundations in the areas of finance and database.
Essential Job Duties:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Foundation Finances
- Executes the Foundation’s operating budget process
- Tracks department expenses and reconciliations to keep the Foundation on budget
- Working with Finance team, tracks GAU balances and documentation related to Foundation fund transfer
- Acts as the liaison for clinical teams to facilitate accurate fund transfers and service line reporting
- Runs a portion of financial reports for Month-end close, including reconciliation with Finance
- Lead for all invoicing to Accounts Payable
Database
- Extracts data from Salesforce and other Foundation systems in order to support Foundation initiatives.
- Checks all gift processing/batch commitments prior to submission into the database
- Executes weekly gift checks and gift adjustments as needed under the guidance of the Manager of Advancement Services.
- Oversees all tax receipt issuance to donors and executes comprehensive End of Year receipt
- Contributes to data hygiene in Salesforce through accurate data entry and routine data audits
- Supports events at LHAAMCF & LHDCMCF through integrations between Salesforce and other event software
General Foundation Operations
- Working with Manager of Advancement Services, works on special projects to improve operational efficiency within the Department of Philanthropy and Foundations
- Keeps a global view of current processes and alerts Foundation leadership when programs evolve past established procedures
Educational/Experience Requirements:
- Two years’ work experience with advanced training in database and word processing skills.
- BA/BS degree preferred
Required License/Certifications:
Working Conditions, Equipment, Physical Demands:
There is a reasonable expectation that employees in this position will not be exposed to blood-borne pathogens.
Physical Demands -
The physical demands and work environment that have been described are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act.
The above job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; your supervisor may assign other duties as deemed necessary.
Luminis Health Benefits Overview:
• Medical, Dental, and Vision Insurance
• Retirement Plan (with employer match for employees who work more than 1000 hours in a calendar year)
• Paid Time Off
• Tuition Assistance Benefits
• Employee Referral Bonus Program
• Paid Holidays, Disability, and Life/AD&D for full-time employees
• Wellness Programs
• Employee Assistance Programs and more
*Benefit offerings based on employment status
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