JOB TITLE: Financial Development Assistant JOB CODE: 8120F
LEVEL: 9 FLSA STATUS: Non-Exempt
SUPERVISOR: Regional Financial Development Administrator
LOCATION: Association Office
About the Greater Philadelphia YMCA
Every team member at the Greater Philadelphia YMCA is guided by our principle of Connecting People to Healthier Lives. That connection with members and to each other is seen and felt across every department. As part of our team, you will have the opportunity to make a profound difference in a cause-driven organization, where social responsibility permeates the culture. As one of the largest YMCAs in the country, we have the size and scope to make real and positive change in the communities we serve.
POSITION PURPOSE
To monitor and update all development records through assigned campaigns while maintaining integrity and the ability to report on any donors and campaigns.
ESSENTIAL FUNCTIONS
Provide Administrative support to the Financial Development staff and branches, as needed. Available to support branch Annual Campaign processes as they relate to Avocado, Non-Profit Success Pack (NPSP), or other cash receipting/donor management system receipting, invoicing and preparing of acknowledgements.
Work closely with branches to make sure campaign is running smoothly and all acknowledgements and billing are up to date. Ensure donor and campaign data are up-to-date in applicable system(s) – to include the tracking of pledges and receivables.
Keep all expenses related to campaigns such as events satisfied while working with campaign leaderships.
Monitor and continue to refine all fundraising processes at branch level and work closely with other development officers to identify gaps and opportunities.
Work closely with development team to create, modify, improve or maintain all development processes as we build out NPSP.
Attend related fundraising meetings and participate as a GPY team member.
Assist in any logistics, preparations or operations of related fundraising campaigns.
ROLE SPECIFIC REQUIREMENTS
Associate’s degree or equivalent experience.
CRM experience such as Salesforce, Non-Profit Success Pack or CauseView.
Strong organizational and logical thinking skills.
Excellent problem solving and communication skills with all level of personnel.
Ability to develop and maintain positive relationships with staff.
Ability to learn new skills in a dynamic environment.
OTHER DUTIES AND RESPONSIBILITIES
All Greater Philadelphia YMCA staff are responsible for the following:
COMMITMENT TO CHILD PROTECTION
Ensure that children in the care of the GPY and participating programming are kept safe from harm.
As a Mandated Reporter you are obligated to report ALL suspicions of abuse or neglect to the requisite state agency.
COMMITMENT TO SAFETY
Maintaining the safety of all members and staff by identifying and correcting risk situations, and ensuring incident-reporting procedures are followed.
Ensuring the overall cleanliness of the facility.
ADDITIONALLY
Maintaining a clean, well-groomed appearance and keeping in compliance with the Association and Department Dress Code Policy.
Exhibit strong leadership skills; possess a passion and commitment to member service and satisfaction, building and maintaining a culture of ensuring excellent Member Experience (MX).
A commitment to Diversity and Inclusion.
Perform other related duties as assigned.
Essential Duties and Responsibility Addition for All Staff:
In order to ensure the health and wellness of the employees, members, and visitors of the GPY YMCA and all locations where GPY YMCA operates business, in addition to the essential duties and responsibilities listed on your current job description, the following are additional duties and responsibilities that may be assigned at any time where appropriate during the COVID-19 pandemic or any pandemic/communicable disease where the duties are appropriate. These additions are not to be construed as exclusive or all-inclusive and other duties may be assigned and required as needed:
Enhanced cleaning in areas where the employee is not directly/normally assigned as well as normally assigned areas. All employees are expected to assist in and support the efforts of the GPY YMCA when it comes to health and wellness for the facility and other locations where the GPY YMCA conducts business. All employees are expected to wipe machines, screens, computers, or anything that is used after they use it, all employees are expected to wash their hands on a frequent basis (recommended every 30 minutes if possible), and use hand sanitizer when hand washing is not available.
Temperature Taking/Wellness Questionnaire Taking Assignments
Directing Members/Visitors in areas where the employee is both normally and not normally assigned
The employee may be assigned to areas other than their normally assigned area as needed to meet organizational needs. Examples of this include, but are not limited to, being assigned areas to count people, help direct flow of traffic in an area, being assigned to a specific area to assist with doors, and any other duty as needed by the organization.
All other duties as assigned as it relates to COVID-19 or other communicable disease and/or pandemic.
PHYSICAL REQUIREMENTS
Ability to express or exchange ideas by means of spoken word to impart oral information and to convey detailed, spoken instructions to staff, members, children, and volunteers accurately, quickly, and loudly. Ability to perceive the nature of sounds by ear; ability to lift and carry 50-75 pounds; ability to maintain body equilibrium to prevent falling. Ability to move about on foot quickly; ability to stoop, kneel, crouch and crawl. Ability to sit or stand for long periods of time. Ability to judge distances and spatial relationships so as to see objects where they actually are and clearly see at 20 inches or less and 20 feet or more.
ENVIRONMENTAL CONDITIONS
Exposure to high levels of noise and various environmental conditions.
Acquire and maintain the following certifications:
CPR/AED/O2/First Aid obtained through the American Red Cross (valid 2 years)
Requisite OSHA online trainings (valid 1 year unless otherwise noted)
Mandated Reporter Training (valid 5 years)
Additional training and development specific to your role as reference in onboarding packet.
OTHER
At the YMCA we value CARING, HONESTY, RESPECT, and RESPONSIBILITY in personal character and behavior and believe that they are essential to attaining our mission
OUR MISSION
CONNECTING PEOPLE TO HEALTHIER LIVES
Provide Administrative support to the Financial Development staff and branches, as needed. Available to support branch Annual Campaign processes as they relate to Avocado, Non-Profit Success Pack (NPSP), or other cash receipting/donor management system receipting, invoicing and preparing of acknowledgements.
Work closely with branches to make sure campaign is running smoothly and all acknowledgements and billing are up to date. Ensure donor and campaign data are up-to-date in applicable system(s) – to include the tracking of pledges and receivables.
Keep all expenses related to campaigns such as events satisfied while working with campaign leaderships.
Monitor and continue to refine all fundraising processes at branch level and work closely with other development officers to identify gaps and opportunities.
Work closely with development team to create, modify, improve or maintain all development processes as we build out NPSP.
Attend related fundraising meetings and participate as a GPY team member.
Assist in any logistics, preparations or operations of related fundraising campaigns.
