Compliance

• Organize large volumes of fundraising and constituent data and lead data cleanup projects
• Regularly audit new and updated constituents, opportunities, transactions and other records to ensure accurate, consistent data entry
• Run weekly data and audit reports and build custom reports, lists and dashboards for Development, Finance and executive staff
• Create ad-hoc custom reports for fundraisers and leadership and assist analyzing impact and financial data
• Work with Finance on the annual audit and reconcile CRM data with Finance data
• Provide exceptional customer service to Development staff and other internal customers
• Assist entering new gifts in the CRM when needed and create business processes as necessary
• Report to Manager, Development Operations (Compliance & Reporting)

Senior Associate, Development Operations – Compliance & Reporting

Business Control Manager – Technology Risk & Regulatory Engagement Lead

Business Control Manager – GT Risk & Regulatory Engagement Lead

Business Control Manager – Technology Risk & Regulatory Lead

Quality Specialist – Customer Compliance

Senior Director, Compliance & Ethics – PRISM, Multi-Specialty MSOs