Financial Services Coordinator
Simon Fraser University

Who We Are
Simon Fraser University is a leading research university, advancing an inclusive and sustainable future. Our purpose – the essence of SFU – is to create and connect knowledge, learning and community for deeper understanding and meaningful impact. We are committed to fostering excellence, innovation, belonging and community in all that we do.
Advancement and Alumni Engagement (AAE) is committed to working with donors and alumni to advance new ideas that are furthering our communities - like addressing environmental concerns and providing lifelong value for students - and encourage investment in programs that are transforming the landscape of teaching and learning.
About the Role
Reporting to the Manager, Donations Processing, this position accurately records, processes, acknowledges and maintains all records of donations, pledges and pledge payments received through campus, alumni, corporate, foundation and individual fundraising by Simon Fraser University, and ensures that computer and paper files are kept current and correct. This position receives instructions, and information about new donations, pledges and pledge payments from fundraisers, individuals across campus, and donors, and collaborates with team members in the recording and acknowledgement of all charitable donations, pledges and pledge payments, tax receipts and reminders wherever necessary. Liaising with Financial Services, this position is required to process and deposit cheques, cash, money orders, and credit cards, issuing charitable tax or business receipts where eligible, and to produce tax receipts and acknowledgements for mailing or electronic transmission This position receives and records the University Advancement online gifts and issues acknowledgement letters and tax receipts according to the established gift processing procedures. This position monitors the University Advancement online bank account for accuracy; performs bank reconciliations; and reports errors to Finance. Provides financial documentation support to the Manager, and Director of Advancement Services, the Executive Director, Vice President and Faculty-based Advancement Directors by providing donor fund summaries, analyses, and donation histories using information downloaded from the Blackbaud eCRM data base and assists in CRA and internal audits. Trains, assigns and checks the work of a temporary assistant hired during the peak seasons.
Full
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