2016/1.1. 12 January 2017. Approving Committee. 2010/1.1 (Previous) ... Produce supporter and financial reports using th
ADRA Australia Policies and Procedures No. Document Name Page 1 of 4 Job Description – Supporter Accounts Officer Department Section Finance Unit Job Descriptions Modified By Document Version Effective Date Melville Simonsz 2016/1.1 12 January 2017 Approving Committee 2010/1.1 (Previous) Revision Date ADRA EXCOM 12 January 2017
Job Description Position
Supporter Accounts Officer
Department
Finance Department (Team of 4)
Location
146 Fox Valley Rd Wahroonga NSW 2076
Supervisor
Chief Financial Officer
Supervises
None Required
Engagement
Full-time or Job Share
Remuneration Range
Clerks Private Sector Modern Award2010 MA000002 Level 4
POSITION PURPOSE The Supporter Accounts Officer is responsible for the maintenance of the donor database, including the appropriate receipting of incoming funds using the SalesForce, SUN and web based fundraising platforms and communicating with donors and other stakeholders as needed. ADRA MISSION STATEMENT ADRA works with people in poverty and distress to create just and positive change through empowering partnerships and responsible action. KEY RESPONSIBILITIES 1. Maintain and input supporter donation details in Salesforce and assist in ensuring all processes protect the integrity of the database 2. Process all donations and receipts 3. Reconcile between different financial reporting tools & payment platforms 4. Perform regular audits of database and modify processes as necessary 5. Produce supporter and financial reports using the CRM and accounting software 6. Work with the finance team to ensure general ledger receipting exports are completed 7. Respond to donor inquiries and concerns including program funding, progress, and activities 8. Contribute to the development and implementation of a Corporate Donor Strategy 9. Assist the fund raising team with donor communications from time to time 10. Identify appropriate donor information that may assist the role of the Key Relationship Manager 11. Liaise with the programs and marketing teams to keep abreast of world events and ADRA’s response to these events to ensure funds are correctly directed 12. Perform other duties as designated by the Chief Financial Officer KEY PROCESSES 1. Maintains the donations segment in “Salesforce” CRM Database 2. Assists with maintaining the integrity of the database by reconciling Salesforce financial records and SUN System representative ledger accounts. KEY RELATIONSHIPS AND AUTHORITY 1. Reports directly to the Chief Financial Officer 2. Authority as agreed with Chief Financial Officer, but not exceeding the Manager’s authority DRAFT
ADRA Australia Policies and Procedures No. Document Name Page 2 of 4 Job Description – Supporter Accounts Officer Department Section Finance Unit Job Descriptions Modified By Document Version Effective Date Melville Simonsz 2016/1.1 12 January 2017 Approving Committee 2010/1.1 (Previous) Revision Date ADRA EXCOM 12 January 2017
WORK HEALTH AND SAFETY Workers are responsible for: 1. Carrying out their duties in a manner which does not adversely affect their own health and safety or that of others; 2. Cooperating with measures introduced in the interests of work health and safety; 3. Undertaking relevant training provided in relation to WHS; 4. Immediately reporting all matters which may affect workplace health and safety to their supervisor; 5. Correctly using any information, training, personal protective equipment and safety devices provided; 6. Refraining from intentionally misusing or recklessly interfering with anything that has been provided for health and safety reasons; 7. Undertaking only those tasks for which they have authorisation and/or the necessary training, and for which all necessary safety arrangements are in place; and 8. Cooperating with arrangements made to assist the return-to-work of ill or injured employees. COMMITTEE STANDING Member of the Finance Team Member of the Health and Safety Committee TRAVEL REQUIREMENTS Up to 30 days annual domestic travel EDUCATION, EXPERIENCE AND COMPETENCY Essential 1. A personal commitment to ADRA's mission, vision and beliefs and willingness to communicate ADRA's mission to the Seventh-day Adventist Church constituency and general public within the defined tasks of the job description 2. A minimum of two years of employment based experience in the use of CRM software (preferably Salesforce) Microsoft Excel and Word as well as general ledger software 3. A relevant certificate or diploma in bookkeeping or accounting 4. Ability to exercise discretion on sensitive and confidential matters and deliver a high level of customer service to donors 5. Ability to work in a team environment, but also with well-developed interpersonal skills to work autonomously as required 6. High competency in verbal and written communication skills 7. Strong organisational skills with meticulous attention to detail Desirable 1. Prior experience in managing and maintaining database records and preparing statistical reports 2. Ability to engage and communicate with people of various backgrounds and ages 3. Ability to work in a multi-task environments and coordinate several assignments simultaneously
DRAFT
ADRA Australia Policies and Procedures No. Document Name Page 3 of 4 Job Description – Supporter Accounts Officer Department Section Finance Unit Job Descriptions Modified By Document Version Effective Date Melville Simonsz 2016/1.1 12 January 2017 Approving Committee 2010/1.1 (Previous) Revision Date ADRA EXCOM 12 January 2017
KEY PERFORMANCE INDICATORS 1. Consistently reflects the mission and values of the Church 2. Competently meets the specifications of the job description 3. Consistently demonstrates sound judgment in decision making 4. Effectively manages the administrative functions of this position 5. Consistently achieves very positive performance appraisal results 6. Responds positively to feedback TERMS AND CONDITIONS The terms and conditions shall be read in conjunction with the ADRA Office Manual. Appointed by Chief Executive Officer Term This is an appointed position and is subject to a probationary period of six months. Statement of Disclosure The nature of ongoing employment within ADRA is dependent on financial contributions from ADRA’s support base and other funding organisations. Whilst ADRA has benefited from positive growth and stability, it is to be recognised that the level of financial support is of a fluctuating nature. Performance Appraisal An informal review to be conducted after six months in the position, then formal appraisals will be conducted at 12 – 18 month intervals Job Description Continuous Review The above statements are intended to describe the general nature and level of work being performed by incumbents assigned to this position. This is not intended to be an exhaustive list of all responsibilities, duties and skills required. This job description will be reviewed on a regular basis and changes made to reflect changes in the requirements of the role.
DRAFT
ADRA Australia Policies and Procedures No. Document Name Page 4 of 4 Job Description – Supporter Accounts Officer Department Section Finance Unit Job Descriptions Modified By Document Version Effective Date Melville Simonsz 2016/1.1 12 January 2017 Approving Committee 2010/1.1 (Previous) Revision Date ADRA EXCOM 12 January 2017
PERSONAL COMMITMENT Being employed by the Adventist Development Relief Agency requires personal commitment to its mission and lifestyle. The holder of this position will reflect in their personal and professional life the Christian values, as referred to in the ADRA Office Manual. CONFIRMATION Name of the appointed person I have read and understand my responsibilities as set out above and shall conduct myself in a manner that demonstrates my acceptance of my position, including WHS responsibilities. Signature of appointed person Date of signing Reporting Manager’s Signature
