Income Processing Manager

INCOME PROCESSING MANAGER BUSINESS SERVICES DIVISION

PURPOSE SUMMARY

Reporting to the Director of Finance and managing the Income Processing team, this role involves leading a specialized team handling the full life cycle of donation processing: recording, receipting, acknowledgement, reconciliation, and compliance. This role manages all incoming gifts and processing through Compassion Canada’s systems. The Income Processing Manager is responsible for ensuring that the team adheres to policies, procedures and protocols including data integrity standards, privacy, and records management. This position serves as an integral member of the Business Services Division (BSD) Leadership team within Compassion Canada and carries out interdepartmental communication on gift and donation processing.

MINISTRY FOCUS

Compassion Canada is a Christian organization, committed to being child-focused, Christ-centered, and church driven. Every Staff member at Compassion Canada will:

• Agree with Compassion Canada’s core documents, including a Statement of Faith.
• Conduct themselves in a Christ-like manner at work and outside the workplace.
• Participate in regular Staff Gatherings which include spiritual practices like worship, Scripture reading, and prayer.
• Pray with staff or supporters when requested or deemed appropriate.

WHAT YOU DO MATTERS TASKS & RESPONSIBILITIES

Leadership & Team Management

• Manage roles within the Income Processing team – including coaching, supervision, organization, and day-to-day operations. This includes but is not limited to growth management, goal setting, reviews and regular check ins.
• Establish clear goals, performance standards, and performance indicators for each team member, review progress quarterly, and document outcomes in alignment with organization objectives.
• Drive transformation and continuous improvement by leading automation, workflow redesign, and system integration initiatives.
• Oversee configuration, testing, and rollout of new CRM system in the future.
• Manage talent acquisition process for new hires and train new staff and keeping current staff members updated on procedures and policies.
• Foster a culture of accountability, collaboration, and continuous improvement.
• Represent the team in cross-functional and leadership meetings.

Gift Processing & Donor Experience

• Provide leadership and oversight of all gift processing activities, ensuring workflows are efficient, accurate, and donor centred.
• Manage data entry of gifts/income and maintenance of donor records and information, including reviewing and updating records.
• Design and refine internal processes to meet high service standards, including timely receipt, acknowledgement, and resolution of donor inquiries.
• Monitor and evaluate the performance of third-party gift processing vendors, conducting regular reviews, and ensuring accountability.
• Lead recurring donor management, including handling failed payments, updating payment methods, and tracking donor retention.
• Collaborate with Accounting to ensure accurate monthly and year-end reconciliation of donation revenue.
• Ensure full compliance with CRA receipting standards, internal audit controls, and donor data privacy regulations.
• Develop and enforce SOPs for handling exceptions such as refunds, duplicate transactions, and donor corrections.
• Provide support to the Director of Finance as required.
• Perform other related duties and tasks to meet the needs of the Divisional and organizational operations as required.

WHO YOU ARE MATTERS KNOWLEDGE, SKILLS & ABILITIES

• Excellent written and verbal communication skills with capability to interact with all levels within the organisation and external stakeholders.
• Customer service-oriented mindset for handling a large donor base.
• Exceptional attention to detail with strength in accuracy, accountability and managing and reporting complex data and intricate processes.
• Proficiency in Microsoft Office software (especially Office365), and experience with Customer Relationship Management & Database/Reporting software.
• Ability to manage multiple high-volume tasks while maintaining accuracy of financial data
• Ability to adapt to changing priorities, deadlines, and seasonal workflow peaks
• Demonstrated ability in data reconciliation and audit.
• Demonstrated ability to motivate others and self with exceptional time management and organizational skills.
• Capability to handle highly sensitive and confidential donor and organizational information.
• Forward-thinking and experimental, with learning mindset, eager to progress the organization in areas of responsibility.
• Self-directed learner, continually developing their craft and skills, maintaining up- to-date trends and data related to area of responsibility.
• Fully aligned with the message, mission, and ministry strategy.

WHAT YOU BRING MATTERS EDUCATION & EXPERIENCE

• Post secondary education in Accounting, Finance, Business Administration, Data Analytics, Nonprofit Management, or related field; or equivalent experience required.
• 5+ years of progressing experience in nonprofit operations, donor database management, or gift processing.
• 3+ years of leadership experience overseeing staff, including coaching, mentoring, and performance management.
• Excellent communication, collaboration, and problem-solving abilities.
• Understanding of financial transactions and knowledge of CRA regulations on donation receipting.
• Experience working with Customer Relationship Management (CRM) systems, financial databases, or reporting software; preferably Blackbaud CRM.
• Experience coordinating workflow, setting priorities, and managing departmental deadlines.
• Proficiency with Microsoft Office 365 applications, particularly Excel, for reporting and financial analysis.
• Demonstrated commitment to customer service including the ability to work respectfully and inclusively with a diverse set of constituents that includes staff, donors and volunteers.
• Experience with data migration, automation, and system integration is considered an asset.

WORKING CONDITIONS

• This role is located at Compassion Canada’s London office, offering hybrid flexibility, with remote work available for the ideal candidate. It also involves engagement in remote and digital-first workflows.
• Staff will be expected to manage multiple high-volume tasks while maintaining accuracy and confidentiality of financial data.
• Regular coordination with internal departments and external stakeholders is required, including timely resolution of income processing inquiries.
• Ability to adapt to changing priorities, deadlines, and seasonal workflow peaks.
• Flexible working hours and occasional overtime may be required to meet month- end, quarter-end, or special reporting requirements.
• Minimal travel may be required for training, vendor meetings, or cross-office collaboration.
• Role requires strong time management, communication, and leadership skills in both remote and in-office contexts.
• Staff may be expected to perform extended periods of computer-based work for data entry, reporting, and team coordination.

NOTES

The foregoing statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills.

Approved By Director of Finance

Date Approved October 2025

Date Reviewed December 2025