Donor Finance Assistant (CRM & Reconciliations) - Raleigh

The Timothy Initiative; Raleigh (NC); On-site; USD 40,000 - 55,000; Full time

Job summary

The Timothy Initiative in Raleigh, NC seeks a Finance Assistant to support daily financial operations, including processing donations, maintaining CRM data integrity, and assisting with reconciliations and banking tasks.

Reporting to the CFO, you will handle donor inquiries with professionalism and confidentiality, collaborating with a diverse team while upholding stewardship standards.

Qualifications

• Clear written and spoken communication with diverse teams.
• Ability to organize filing systems and data management.
• Ability to analyze complex, sensitive issues and recommend solutions.
• Willingness to learn and grow within a growing organization.

Responsibilities

• Enter donation data into CRM accurately and process contributions.
• Maintain daily workflows and support a collaborative team environment.
• Manage the finance phone line and assist with gift processing while ensuring confidentiality.
• Respond to inquiries via phone, email, and mail professionally and promptly.
• Support donor records requests and provide accurate donation statements.
• Reconcile online donations in the Virtuous CRM to ensure accuracy.
• Process daily deposits and banking transactions per procedures.
• Protect data integrity within the Virtuous database.
• Support leadership on special projects and during peak giving seasons.

Skills

Communication skills

Organizational skills

Analytical thinking

Cross-cultural communication

Self-motivation

Job description

The Timothy Initiative in Raleigh, NC seeks a Finance Assistant to support daily financial operations, including processing donations, maintaining CRM data integrity, and assisting with reconciliations and banking tasks.

Reporting to the CFO, you will handle donor inquiries with professionalism and confidentiality, collaborating with a diverse team while upholding stewardship standards.