Account Services and Reconciliation Specialist

Overview

This role supports the accuracy and integrity of donor and financial data across multiple donation platforms. You will reconcile donation system integrations, process donor transactions, and ensure accurate recordkeeping within Salesforce (Nonprofit Success Pack/Nonprofit Cloud), helping to support timely financial reporting and month-end close activities.

Responsibilities

Transaction Reconciliation and Data Integrity

• Download and reconcile daily transaction data from donation platforms to Salesforce (Nonprofit Success Pack or Nonprofit Cloud)
• Reconcile transactions from platforms including Springboard, GoFundMe Pro, Apple Pay, PayPal, credit card processors, and ACH integrations
• Investigate and resolve transaction discrepancies, integration errors, and data-quality issues
• Verify that donation and financial information is complete, accurate, and properly recorded
• Document unresolved issues and coordinate with internal teams and/or external partners to facilitate resolution

Donation Processing and Gift Administration

• Accurately and efficiently process donation data from individual donors and organizations
• Review and interpret donor-provided information and correspondence related to programs, campaigns, and designated or specialty gifts
• Apply established procedures to ensure donations are accurately coded and recorded in Salesforce
• Process donation batches timely to support monthly close deadlines
• Maintain established standards for data accuracy, quality, and productivity

Financial Reconciliation and Month-End Support

• Support month-end close activities related to donation processing and reconciliation
• Process and reconcile returns, refunds, chargebacks, and other transaction adjustments
• Assist with special projects and other duties as assigned

Research and Issue Resolution

• Research account questions and transaction issues as needed
• Coordinate with other departments to obtain information and resolve discrepancies
• Communicate findings and ensure issues are resolved accurately and timely

Requirements

• Associate degree in Accounting or equivalent experience required; Bachelor's degree preferred
• 5+ years of accounting or account reconciliation experience
• 2–5 years of data entry experience
• Experience with Salesforce Nonprofit Success Pack (NPSP) or Nonprofit Cloud preferred
• Proficiency in Microsoft Office, particularly Excel, Word, and Outlook
• Strong reconciliation, research, and problem-solving skills
• Demonstrated ability to enter, review, and reconcile data with a high degree of accuracy
• Strong attention to detail and commitment to data integrity
• Proven ability to interpret donor instructions and apply established gift-processing procedures
• Effective written and verbal communication skills
• Ability to work independently and collaboratively in a team environment
• Strong organizational and time-management skills
• Ability to manage multiple priorities and meet daily processing and monthly close deadlines
• Ability to handle donor and financial information with appropriate confidentiality

Compensation & Benefits

• Projected pay rate for this full-time position: $22.00–$25.00 per hour (rate of pay determined by a variety of factors)

Full-time benefits include

• Medical, dental, and vision insurance
• Life and disability insurance
• Retirement account funding
• Flexible Spending Accounts (FSAs)
• Paid maternity and parental leave
• Paid time off, including:
  • 14 paid holidays
  • 15 vacation days
  • 10 sick days
  • 39 total paid days off annually after one year of employment
• Additional benefits and wellness resources

Part-time benefits

Part-time employees who regularly work 20 or more hours per week are eligible for select benefits on a prorated basis (excluding health insurance).

Work Arrangement

• Remote/work-from-home position
• Up to 5% travel required

Statement of Faith (Christian organization)

As a Christian organization, the employer’s Statement of Faith includes beliefs in the full authority of the Bible and the complete tenets of the Apostles’ Creed and the Nicene Creed, including beliefs about God (Trinity), Jesus Christ’s birth, sinless life, substitutionary atoning death, bodily resurrection, and ascension, and that Jesus is the only mediator between God and man.

Applicants are expected to submit to the Bible as God’s authoritative, divine, and inspired Word in all matters of belief and conduct.