Gift, Data and Finance Specialist

Watkinsville, GA
Full Time
Inc.
Mid Level

Job Summary: 
esp is seeking a detail-oriented, systems-savvy, and mission-driven individual to ensure the accuracy, integrity, and efficiency of our financial and fundraising data. The Gift, Data and Finance Specialist will manage the full lifecycle of incoming funds and donor information—ensuring every gift, pledge, and payment, and donor record is accurately received, recorded, and maintained. This position plays a critical role in powering both Development and Finance operations. Responsibilities include processing and reconciling donations, participant payments, merchandise sales, and program income; maintaining clean and actionable donor and financial data; and supporting accounts payable and compliance needs. The Specialist provides reliable information that drives fundraising strategy, supports financial accuracy, and ensures timely reporting across all esp communities.

About esp:
Founded in 1986 in Watkinsville, Georgia, esp exists to create transformative experiences for people with disabilities and their families and change communities for the better. esp now operates four locations across the state of Georgia to provide year-round programming, summer camp, and family support to nearly 1,000 families. To learn more, visit espyouandme.org 

Our Values

  • Infused with Joyful Hospitality
  • Innovating Possibilities
  • Activating the Abilities of All
  • Fascinated with Fun
  • Compassion, Freely Given
  • Connecting the Unconnected
  • Persevering, Together

Top Five Responsibilities

  1. Accurately record, code, and reconcile all revenue to include incoming gifts, deposits, participant payments, program,  and other non-philanthropic income across systems including Salesforce, Campsite, Shopify, Acuity, and QuickBooks.
  2. Maintain clean, complete donor records, receipts, and pledge reminders..
  3. Process expense invoices and reimbursements in accordance with esp policies, ensuring accurate coding, proper approvals, vendor communication, and audit-ready documentation.
  4. Develop reports, dashboards, segmented lists, and donor insights to support fundraisers, campaigns, and leadership; assist with month-end reconciliations, audits, and board reporting.
  5. Support program and revenue operations, and identify opportunities to enhance systems, integrations, and workflows.

Other Functions and Responsibilities: 

  • Gift, Accounts Receivable and Accounts Payment Management 
    • Record all incoming gifts, deposits, and participant payments with accuracy and consistency.
    • Manage and reconcile income from multiple systems including Salesforce (donations), Campsite (program fees), Shopify (merchandise and book sales), and Acuity (Java Joy income).
    • Ensure timely reconciliation between Salesforce (donor system), QuickBooks (accounting system), and external income platforms.
    • Process all invoices and expense reimbursements in accordance with esp policies.
    • Verify approvals, coding accuracy, and budget alignment prior to payment
    • Maintain organized documentation of all payables for monthly close and audit
    • Ensure timely and accurate vendor communication and payments.
  • Gift Entry, Donor and Records Management
    • Record all incoming donations, pledges, and recurring gifts in Salesforce, ensuring proper coding and attribution.
    • Generate and issue donor, tax receipts, and pledge reminders in coordination with fundraisers.
    • Maintain data and systems to enable timely and accurate donor communication and recognition
    • Generate and track pledge reminders and receipts in collaboration with the Development team.
    • Maintain clear documentation for audit readiness and donor transparency
    • Maintain donor biographical information in Salesforce (addresses, employment, affiliation, matching gift companies, etc.) and ensure up-to-date, clean data
    • Establish & Lead Data Quality Metrics, Dashboards & Reporting, Conduct regular data hygiene audits, reviews and lead duplicate records management for donor data in Salesforce
    • Serve as the point person for Salesforce data governance & management, and internal data requests
  • Financial Compliance, Reporting, and Analytics
    • Support the Finance Officer with month-end reconciliations and cash flow tracking.
    • Assist in preparing financial documentation for board reports, audits, and grant reporting.
    • Maintain integrity of all financial data, ensuring compliance with GAAP and esp’s internal controls.
  • Training and Process Improvements
    • Identify opportunities to improve systems, integrations (e.g., Give Lively, OneCause), and workflow efficiency.
  • Collaboration and Cross-Departmental Support
    • Partner with the Finance, Annual Giving and Development Operations teams to align financial and fundraising data and reconcile deposits and ensure consistency between Salesforce and QuickBooks.
    • Communicate proactively with site teams to ensure participant and vendor balances are current
    • Support financial process improvements, special projects, campaigns, and donor research as assigned..
    • Support Program, Java Joy, and Shop operations with accurate income reporting and reconciliation.
    • Contribute to financial process improvements and special projects as assigned.

Key Competencies

  • Attention to Detail
  • Data Hygiene, Data Management, Data Audits and Quality Assurance
  • Financial Acumen
  • Timeliness & Organization
  • Systems Thinking
  • Clear Communication
  • Confidentiality & Integrity

Minimum Qualifications

  • Bachelor’s Degree in Accounting Finance or related field or experience in the field.
  • 2–5 years of relevant data management, financial or accounting experience.
  • Experience with QuickBooks, Salesforce, and online income platforms (Campsite, Shopify, Acuity) preferred.
  • Strong proficiency in Excel data reconciliation and analysis.
  • Demonstrated ability to manage multiple priorities and deadlines.

Job Details

  • Reports To: Director of People with a dotted line to the Finance and Development teams
  • Supervises: N/A
  • Location: esp Headquarters (Athens, GA) — hybrid flexibility available
  • Type: Full-Time, Non-Exempt
  • Compensation: Commensurate with experience
  • Benefits: Medical, Dental, Vision, 401k match, generous PTO policy

esp provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

esp is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. As part of this commitment, esp will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact esp’s People Team at hr@espyouandme.org.

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