California Community Foundation

Financial Planning and Analysis

• Oversee accurate and timely posting of gifts and receipts to the general ledger.
• Develop, implement, and maintain internal controls and procedures regarding receipt processing.
• Partner with donor operations to support stewardship activities and reporting.
• Create and maintain gift fund structures and general ledger accounts.
• Assist with the implementation of CRM systems ensuring data integrity.
• Support evaluation, acceptance, and accounting treatment of complex gifts.
• Prepare audit schedules and documentation for annual financial audits.
• Train and mentor new and existing staff on departmental processes.

Gift and Fund Financial Services Officer

Executive Assistant

• Provides administrative and project management support to the Chief Philanthropy Officer (CPO) and VP, Philanthropic Impact
• Maintains calendars for CPO and VP, Philanthropic Impact, scheduling all internal & external meetings
• Screens & handles telephone calls and email
• Provides administrative and coordination support for donor and advisor relationships
• Coordinates donor and advisor meetings, including scheduling and logistics
• Provides logistical support for meetings and events