Foundation Operations Specialist

LAKESHORE'S MISSION:Transform individuals to strengthen our communities through innovative and accessible learning.Full-time Benefits Include:Competitive health, dental, vision insuranceUp to $3,000 in tuition reimbursement annually | Professional development and growth opportunities6.9% Wisconsin Retirement System (WRS) savings - matched dollar for dollar | 403(b) and 457 retirement savings optionsCollege paid life and disability insurance | Health and dependent care Flex Spending Accounts Onsite fitness center and walking path | Up to 8 weeks paid New Child LeaveOnsite wellness screeningsLakeshore also offers generous paid time off starting with 10 days of vacation, 15 days of sick/personal leave,10 holidays, and a one-week winter break.Additional Perks:Local discounts on food, entertainment, and events | Discounts on cell phone plans and rental carsCommon Read events | Culinary experiences from onsite emerging chefs | Identity theft protection“Dress for your day” | Employee recognition and appreciation eventsCampus closed Fridays during summer

Benefits begin the first of the month coinciding with or following hire.For additional information on our vast array of benefits, read through our benefits guide. SHIFT: Day/evening/weekend hours | Flexible based upon the needs of the CollegeLOCATION: Lakeshore Technical College – Cleveland, WisconsinPOSITION SUMMARY: Manage all daily/monthly/annual operations that keep the Lakeshore Technical College (Lakeshore) Foundation in compliance with its incorporation as a non-profit institution in support of its mission to serve students and the College. This includes daily gift and pledge entry and expenditure reports from the Foundation CRM; preparing and managing all banking transactions on behalf of the Foundation; managing all required accounting processes for regular income and expense reporting processes; managing all Lakeshore Foundation business documentation as it pertains to annual audits; administration of scholarships and scholarship application cycles; and managing the Lakeshore Foundation Board of Directors correspondence - all under the supervision of the ED. Develop and maintain strong working relationships with staff and board members. Perform tasks independently and maintain confidentiality. Provide an exceptional customer service experience to both internal and external stakeholders throughout every interaction. Ensures all documents and communication are representative of the Foundation and College brand. Provide an exceptional customer service experience to both internal and external customers throughout every interaction.REASONABLE ACCOMMODATIONS/ADA: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.ESSENTIAL JOB FUNCTIONS (Other duties may be assigned):(40%) Accounting for the Lakeshore FoundationManage gift and donor entry in the Lakeshore Foundation CRM system (Blackbaud, Anthology)Process checks: deposit into Lakeshore Foundation checking accounts as directed by the ED of the Foundation.Assist in funds transfers between bank accounts and investment accounts as directed by the ED of the Foundation.Process invoices: Prepare and process expense reimbursements and/or check requests under the supervision of the ED of the Foundation and in coordination with Finance Offices.Post monthly account journal entries.Prepare monthly financial statements.Reconcile account balances.Resolve issues through proactive problem-solving and provide appropriate, accurate information in a timely matter.(30%) Support for the Lakeshore Foundation Executive Director and Board of DirectorsSchedule and oversee venues for quarterly Lakeshore Board meetings.Serve as the record holder of all Lakeshore Foundation operations (including banking information, investment account information, check requests, gift receipts, pledge commitments, audited financial reports, IRS990 reports etc.).Serve as the record holder for Lakeshore Foundation foundational documents including articles of incorporation and organizational agreements.Maintain Lakeshore Foundation CRM/Database.Communicate with internal stakeholders to monitor operational procedures and effectiveness.(20%) Scholarship Application AdministrationEnter and configure all new scholarships and scholarship cycles.Facilitate the scholarship application review and awarding process including setting up the review process, tier 2 scholarships, awarding, and communicating to all applicants.Coordination and communication with other college departments including financial aid, student success, and instruction under the direction of the Executive Director.(10%) Administrative SupportMaintain the Lakeshore Foundation operations folder including gift acceptance policy, contracts, and binding agreements.Manage Institutional Advancement and Foundation policies and procedures within related software.Assist in providing information to the Foundation Board as directed by the ED of the Foundation, including orientation for new Board Directors.Schedule, Attend, and provide minutes of all Lakeshore Foundation Board meetings.Gather and compile information to complete reports to the ED and VP of Institutional Advancement.Maintain Foundation donor records, and office forms, draft correspondence, and create presentations.Participate in college committees and events.SUPERVISORY RESPONSIBILITIES: NoneEDUCATION AND EXPERIENCE:Bachelor’s degree or equivalent in a related discipline required.Two to three years of recent related occupational experience is required.Accounting experience is required.Work in a non-profit organization is preferred.Project management and organizational skills are required.CERTIFICATIONS, LICENSURE, REGISTRATION:NoneTECHNOLOGY SKILLS:Ability to master software such as Microsoft Office (Word, PowerPoint, Excel, Outlook), Blackbaud Raiser’s Edge and Financial Edge, Award Spring, and Anthology CRMBe familiar with basic hardware; use and maintain voice mail; use file manager; use network file manager; use and maintain a personal calendar; navigate through Windows; access college network system; understand database concepts; send and receive attachments; access a bulletin board; navigate through the Internet; schedule meetings; use email to communicate.Use and maintain listservs. subscribe and unsubscribe to external listservs; set‑up and use a laptop and printer; manage the Foundation’s client record management system and develop/use queries from that system; use video conferencing; use database queries; use scanning techniques equipment; create simple charts and graphs.OTHER KNOWLEDGE, SKILLS, AND ABILITIES:Knowledge and experience with nonprofit management is essential.Must possess planning skills, problem-solving and time management skills, and analytical skills and abilities.Must perform tasks without direct supervision, assume responsibility, and maintain positivity and confidentiality.Organizational skills, initiative, professional judgment, and decision-making.Excellent command of the English language, both written and oral.Ability to interact with all levels of internal and external stakeholders in a team environment.Ability to plan and set goals and follow through to completion.Ability to take initiative while remaining open to the ideas of others.Proven experience in applying continuous improvement practices.Exemplify college values in all staff and student interactions, as well as services delivered.Ability to establish and maintain effective working relationships and relate successfully with staff, students, and people of diverse cultural, social, or educational backgrounds.A fluent, bilingual individual is beneficial.PHYSICAL DEMANDS/WORK ENVIRONMENT:• While performing the duties of this job, the employee is regularly required to sit and talk or hear.• The employee frequently is required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; and reach with hands and arms. • The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.• The employee must occasionally lift and/or move up to 25 pounds. • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.• Work environment may require multi-tasking. • The noise level in the work environment is usually moderate. This job description is designed to cover the basic functions of the job and is not considered a detailed description of every job duty that is required, other duties may be assigned as needed. Duties, responsibilities, and activities may change at any time with or without notice to ensure the successful delivery of organizational objectives. CONDITION(S) OF EMPLOYMENT:• Employment conditional on completion of a Background Information Disclosure (BID) with the results acceptable to the College.• Valid State of Wisconsin driver’s license is required. #LakeshoreProud