Account Specialist, Non-profit

Tri Delta
Published
March 19, 2023
Location
Dallas, Texas
Category
Job Type

Description

Founded in 1888, Tri Delta is a worldwide membership organization that promotes academic, leadership, personal and professional growth within a culture of belonging. We have members of all ages living around the globe, committed to being brave, bold and kind within their local college campus or community. Supporting our members are more than 300 staff members and 3,000 volunteers. 

As an Account Specialist, Non-profit, you will ensure the accurate and timely recording of donor gifts in Tri Delta's donor database in Salesforce and prepare checks received for deposit. The Account Specialist, Non-profit is a member of the Finance and Accounting Team and collaborates with staff members throughout 3 business entities: Executive Office, Foundation, and Park Street Properties to support enterprise-wide processes.

This position is located in our office in Dallas (Belt Line and the Dallas North Tollway, 75254) and will require in-person work Monday through Friday, 8:30am - 5:30pm.  This is a full-time position and is eligible for benefits that include medical, dental, vision, disability and life insurance options, generous paid time off and 24/7 access to our employee assistance program

Job Responsibilities

Responsibilities will include, but are not limited to, the following:

  • Oversee the donations process for the Delta Delta Delta Foundation, to include:

    • Batching checks according to Company and fund and enter gifts into donor database (Salesforce).

    • Scanning images of donation correspondence and checks.

    • Reviewing and reconciling online donations synced from Salesforce into accounting platform (Sage Intacct).

    • Reviewing and reconciling donations made through internal payroll deduction.

    • Coordinate with Foundation team to research and resolve issues.

    • Processing refunds on duplicate donation transactions.

  • Support Enterprise operations

    • Reviewing and reconciling online payments.

    • Supporting employee credit card program and providing training to staff.

    • Reviewing credit card coding each month and preparing data file for upload.

 

Ideal qualifications include:

  • Minimum of 3-5 years of related experience in non-profit accounting

  • Bachelor's degree from an accredited college or university preferred

  • Familiarity with Sage Intacct and Salesforce preferred

  • Possesses skills in Excel, including Pivot Table and VLOOKUP functions, and effective written and oral communication

  • Detail-oriented, ability to think critically, self-started, customer service oriented

Tri Delta's employees are called to kindness, appreciate each other's unique abilities and value diverse perspectives. We welcome candidates with a wide range of experiences, identities and viewpoints. At Tri Delta, we don't just accept differences - we celebrate and support the diverse backgrounds and skills of our employees and believe that they make us stronger. We are proud to be an Equal Opportunity Employer and are committed to a workplace free of discrimination and harassment.

Application Instructions

Please send your resume via email to hr@trideltaeo.org. In the subject line of the email put Account Specialist, Non-profit. Thanks!

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