This is a permanently remote position which can be home-based anywhere in Florida.

JOB SUMMARY

The Regional Specialist is responsible for the analysis and entry of business content, reporting, and support for a team's processes, programs, systems, an database updates and management.

MAJOR RESPONSIBILITIES

Perform day to day administration, analysis, data entry, maintenance, reporting, processes related to staff's gift data management, and specific responsibility for the following duties:

• Organize, review, validate, and submit gift documentation for the final audit.
• Prepare numerous monthly and annual reports derived from team performance statistics.
• Perform performance scorecard compliance and accounting.
• Research and resolve functionally, formatting, and business process issues.
• Compile statistics reflecting regional financial budget management and reconciliation.
• Resolve data discrepancies.
• Support lead generation independent of nationwide programs and prepares related statistical analysis.
• Utilize a detailed working knowledge of the Planned Giving Director's Performance Scorecard in order to validate compliance with the requirements.
• Identify opportunities for process improvement and implement with assistance of team leads.
• Prepare illustrations for a large selection of charitable gift plans (Crescendo Interactive)
• Assemble data reflecting functional allocation results along with various statistical analyses.
• Transmit a variety of financial documents to other individuals and departments.
• Coordinate Webcast on topics directed at the professional advisor community.
• Maintain records according to approved retention schedules.
• Review and prepare reports reflecting team regional expense data and communicate any exception to the party responsible.
• Process and code expenses, prepare invoices for payment, and confirm accuracy.
• Collaborate in the preparation of the annual budget.
• Accumulate, monitor, and track numerous sources of information.
• Collaborate with other staff to design and implement business content according to system best practices.
• Create, maintain, and organize training, guidelines, and educational aides for functional support and constituent service.
• Effectively communicate processes which ensure ease of use of all department resources.
• Provide troubleshooting assistance as needed and offer appropriate action for resolution.
• Other duties as assigned.