Accounting Assistant and Data Officer

1 week ago

Oxford, United Kingdom LV Recruitment Full time

LV Recruitment is delighted to be recruiting for an Accounts Assistant and Data Officer to join the fundraising development department at one of the Oxford Colleges. You will be joining a dynamic and busy development office that prides itself on its outstanding reputation.

The Accounts Assistant and Data Officer supports the administration of donations and payments and the management of fundraising and alumni data. Working to the highest standards of detail and accuracy, the role is responsible for processing new gifts and regular payments, producing reports and management information, and ensuring records are up to date and accurate. The role also provides data and research support for fundraising and alumni relations.

The role is split into two main areas with some of the duties listed below.

**Gift administration (50%)**

Daily:

- Process new gifts and payments, ensuring accurate and timely recording of transactions and associated paperwork, producing tax receipts and statements of giving as required.
- Produce the new donations report, ensuring all donations are thanked by fundraisers in a timely fashion and that accurate records are maintained.
- Monitor the Development Office’s merchant, bank and charity accounts, tracking income and reconciling with relevant databases.

Weekly:

- Manage and process regular payments, submitting the twice-monthly direct debit collections and overseeing all regular credit cards payments and standing orders.
- Alert fundraisers to failed transactions, working together to implement next steps.
- Monitor and report on upcoming and overdue payments.

Monthly/quarterly:

- Process Gift Aid claims for qualifying donations, ensuring each claim is maximised.
- Provide regular and ad-hoc financial reports to the Bursary to ensure bank accounts and database records are fully reconciled with the College’s financial systems.

**Data support (50%)**
- Process corrections and updates to database records, as updates are received or by systematically identifying and correcting missing information and data errors.
- Contact alumni to acquire updated contact information.
- Produce regular reports for the Development and Alumni Relations programmes, including financial summaries and details of registrations for upcoming events.
- Provide fundraisers with regular updates having identified or researched individuals to improve our understanding of their capacity to support the College financially.
- Acknowledge and process contributions for the annual News and Notes publication.

In addition, the postholder will be a ‘super user’ for the DARSCRM system (full training will be provided) and in all work must ensure compliance with the Data Protection Act 2018 and the General Data Protection Regulation (GDPR), Payment Card Industry Data Security Standards (“PCI-DSS”) and the Privacy and Electronic Communications Regulations 2003 (“PECR”). Other duties commensurate with the grade and scope of the role may occasionally be required.

**Skills & Experience**

Good interpersonal skills are essential as you will need to communicate internally and externally and you will have an understanding of the requirements of working with personal and confidential information, and sensitivity to privacy, data protection and financial regulations.

Excellent IT skills with good working knowledge of MS Office, particularly Excel and experience using CRM or similar databases to store, retrieve and manipulate information.

The salary is Circa £30k with an entitlement of 30 working days holiday not inclusive of bank holidays. There will be annual cost of living reviews plus incremental progression within the grades.

**Employee Benefits**

**Pension**:Staff are eligible to join the Oxford Staff Pension Scheme(OSPS), which has flexible contribution rates including an employer’s contribution of up to 10% of pensionable salary.

**Staff meals**: a free two-course lunch is available in the hall when the kitchens are open.

**Travel**:benefits include interest-free loans enabling the purchase of bus passes, annual rail season tickets to Oxford, and discounted bicycles and accessories.

**Healthcare**: benefits include free eye tests, free flu jabs, free use of the College’s onsite gym and the University swimming pool, and preferential rates for other University sports facilities.

**University Club**: staff are eligible for free membership of the University Club which offers food, drink and accommodation in an exclusive space for staff, postgraduates and alumni.

**Visitor access**: staff benefit from visitor access to the 45 colleges and halls of the University and the University’s Libraries, Botanic Gardens, Arboretum and Museums.

**Employee discounts**: available at local and national retailers and online services.

College experience is desirable although not essential.

**Salary**: £28,000.00-£30,000.00 per year

**Benefits**:

- Life insurance
- Work from home

Schedule:

- Monday to Fr

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