Advancement Services Officer

3 weeks ago


Annapolis, United States Luminis Health Full time

Advancement Services Officer | Luminis Health

Join our team and be a vital part of our Foundations department, where you'll gain valuable experience in finance and database management.

Here are the key responsibilities and requirements:

Foundation Finances

  • Execute the Foundation’s operating budget process.
  • Track department expenses and reconcile to keep the Foundation on budget.
  • Liaise with clinical teams for accurate fund transfers and service line reporting.
  • Lead invoicing to Accounts Payable and manage financial reports for Month-end close.
  • Ensure GAU balances and documentation related to Foundation fund transfer are tracked.

Database

  • Extract data from Salesforce and other Foundation systems to support initiatives.
  • Check gift processing/batch commitments before submission into the database.
  • Execute weekly gift checks and adjustments under Manager of Advancement Services' guidance.
  • Oversee tax receipt issuance to donors and execute comprehensive End of Year receipt.
  • Maintain data hygiene in Salesforce through accurate data entry and routine audits.

General Foundation Operations

  • Work on special projects to improve operational efficiency within the Department of Philanthropy and Foundations.
  • Keep a global view of current processes and alert Foundation leadership when programs evolve past established procedures.

Educational/Experience Requirements:

  • Two years’ work experience with advanced training in database and word processing skills.
  • BA/BS degree.

About Luminis Health:

Luminis Health, a newly integrated health system formed in 2019, serves residents of Anne Arundel County, Prince George’s County, Calvert County, and Maryland’s Eastern Shore. Comprised of Anne Arundel Medical Center (AAMC), Doctors Community Medical Center (DCMC), J. Kent McNew Family Medical Center, and Luminis Health Clinical Enterprise (LHCE), the health system includes 635 licensed beds, more than 6,400 employees, 1,800 medical staff and 1,300 volunteers. The new health system includes more entry points for coordinated care across the region, improved access to care close to home, enhanced quality and improved health outcomes. LHCE is comprised of multi-specialty practice groups, ambulatory sites and clinics, physician practices and clinical service lines.

Luminis Health is an Equal Opportunity Employer (EOE)



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