Finance & Information Specialist
Core
Provides specialized finance and accounting services to the Real Estate Gifts team, managing deal tracking, tax processing, and reporting for real property gifts.
Role type
Finance & Information Specialist
Builds
Transaction summary reports, invoices, and asset management tracking for real estate gifts.
Domain
Non-profit conservation / Real estate finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial management, accounting analysis, tax resolution, donor relationship management, file management, report writing, invoice creation, regulatory form completion
Preferred skills
Spreadsheet proficiency, financial management tools, constituent relationship management system (CRMS) expertise
Technologies
CRMS, external trust custodian systems, spreadsheet programs, financial management tools
Responsibilities
Collect and process property taxes for trade lands; track real estate gift transactions from acquisition to disposition; request reimbursements from external parties; write and disseminate transaction summary reports; act as a point of contact between donors and the Real Estate Gifts team; create vendor invoices; assist with corporate file closing and archiving; maintain procedure manuals; mail IRS 8282 forms for sold donated lands.
Seniority
Mid-level, hands-on IC