Finance & Information Specialist

Role Summary

The Finance & Information Specialist provides specialized finance and accounting services to the Real Estate Gifts team within the Gift Planning department. The specialist supports fast‑paced real estate transactions and asset management, including reporting related to real estate gifts.

• Maintain high expertise with the constituent relationship management system (CRMS) to update donor information, produce reports, perform analysis, and track and cultivate donors.
• Maintain advanced expertise with gift processing and gift planning policies, procedures, and file management systems.
• Manage deal tracking processes for real property gifts from acquisition through disposition and thereafter.
• Collect, process, and ensure payment of property taxes for each trade land.
• Identify and resolve tax‑related items such as exemptions, supplemental taxes, and impacts of ownership changes.
• Provide informational tracking for each type of trade land acquisition (Outright, Devise, Unitrust, Contingent Gift Annuity, Retained Life Estate, etc.) to ensure reliable asset management on behalf of donors and the organization.
• Request reimbursements related to trade lands from external parties including trust custodians using external systems.
• Write and disseminate transaction summary reports to development and business unit staff.
• Act as a point of contact between donors, fundraisers, and the Real Estate Gifts team, providing information on the real estate gift program.
• Create invoices needed for payment to vendors.
• Assist with corporate file closing and archiving processes.
• Ensure the Biennial Review process is followed.
• Maintain up‑to‑date procedure manuals.
• Complete and mail out IRS 8282 forms to living donors for donated trade lands sold within three years of certain gifts.
• Provide backup support to the Real Estate Gifts team and other Gift Planning staff as needed.

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 3 years of related experience or an equivalent combination of education and experience.
• Experience with accounting/financial issues and analysis.
• Experience using accounting and financial reporting systems.
• Technical experience with spreadsheet programs and financial management tools.
• Excellent organizational and collaboration skills.
• Ability to work effectively in a fast‑paced, multidisciplinary team focused on real estate transactions.

The Nature Conservancy is an Equal Opportunity Employer. Hiring is based on qualifications and merit; all qualified individuals are encouraged to apply.