Funds and Records Operations Analyst

San Jose State University; San Jose (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

San José State University, within University Advancement, seeks a Funds and Records Operations Analyst to support the integrity, accuracy, compliance, and administration of philanthropic funds, gift agreements, and donor records. The role serves as a key operational link among UA teams, external partners, and the Tower Foundation.

The analyst coordinates gift agreements, sets up new funds in the philanthropic database, manages the clearing account, supports deposit reconciliation, and processes

Responsibilities

• Coordinate the administration of gift agreements.
• Set up new funds in the philanthropic database.
• Manage the philanthropic clearing account and support deposit reconciliation.
• Execute pledge reminders and tax receipts.
• Conduct data health and quality assurance audits.
• Provide backup gift processing during peak periods or staff absences.

Job description

The Funds and Records Operations Analyst supports the integrity, accuracy, compliance, and effective administration of philanthropic funds, gift agreements, and constituent records within University Advancement (UA). Serving as a key operational link among several UA teams, external partners, and the Tower Foundation of San José State University, the Analyst evaluates, interprets, and administers the administrative lifecycle of gift documentation, fund creation, and donor restriction compliance.

The incumbent is responsible for coordinating the administration of gift agreements, setting up new funds in the philanthropic database, managing the philanthropic clearing account, supporting deposit reconciliation, executing pledge reminders and tax receipts, and conducting continuous data health and quality assurance audits. During peak donation periods or staff absences, the position provides backup operational gift processing and entry.

Equal Employment Statement:

SJSU is an Equal Opportunity Aff… . . .

It is the policy of SJSU to provide reasonable accommodations for applicants with disabilities who self-disclose.