The Pledge Receivable Specialist reports to the Controller and is a member of the Finance department of UWGA. The Finance Department is responsible for the financial reporting, financial oversight, processing of receipts and payments, grants management, contract and legal review, building operations and the overall financial health of UWGA. The Pledge Receivable Specialist updates pledge receivable balances based on daily cash collections. The person in this position interacts with individuals and corporate donors, frequently answering questions and also works closely with grant managers and the Office of Development regarding cash receipts.
The Pledge Receivable Specialist position exists to manage the pledge receivable payment process and outstanding balances; to make the daily deposits related to the fundraising campaign and government grants. The Pledge Receivable Specialist interacts with the CFO, Controller, Pledge Receivable Accountant, and others within the Finance department. Additionally, the Pledge Receivable Specialist interacts with the Office of Development team, staff, constituents, donors, company A/P contacts, and the public with questions.
This role supports the goals of
- Ensuring accounts receivable is accurately and properly applied.
- Providing A/R oversight of the organization.
- Delivering quality donor experience.
- Manage the pledge receivable processes, including collections of outstanding pledge balances.
- Perform daily cash management duties, including the processing of incoming cash, checks, EFT’s, credit cards, refunds, cancellations, and charge backs daily, ensuring that the monies are credited to the correct account and correct campaign year.
- Serve as back up to A/R Accountant to process electronic payment details to the donor level.
- Resolve inquiries regarding pledge balances with donors, Office of Development team, and other agencies.
- Preparation and sending of pledge statements, confirmations, and invoices to companies and individuals.
- Assist in streamlining the accounts receivable process by identifying areas for performance improvement
- Consult and assist donor services and other finance team members as necessary.
- Develop working relationship with donor company A/P coordinators.
- Perform other duties as assigned or necessary.
Qualifications & Expectations
- 2–4-year accounting degree or appropriate accounting experience with customer service background.
- Excellent communications skills (both written and verbal).
- Strong mathematical, analytical, and problem-solving skills with attention to detail.
- Computer literate; proficient in the use of Microsoft Office, especially Excel and Word.
- Proven ability to work under pressure
- Good communication skills
- Ability to effectively work well with all levels of management
- Strong customer service skills
- An ability to work independently
- The role can exist as a hybrid role but will require 3 days of work from the office