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Tomorrow's health is... Defining a new possible.

Charitable Contributions Manager

Irving, Texas Job ID JR0112722 Category Compliance & Ethics Post Date Jun. 26, 2024
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McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you.

Job Title: Charitable Contributions Manager

Job Description:

We are seeking a detail-oriented and analytical individual to join our team as a Charitable Contributions Manager.  In this role, you will be responsible for reviewing and assessing charitable contribution requests to ensure compliance with company policies, guidelines, and legal requirements. You will work closely with Business Unit Cost Center contacts, BU Reviewers, and other stakeholders to evaluate requests, conduct assessments, and make recommendations for approval or denial. 

The Charitable Contributions Manager will be responsible for working cross functionally to lead projects that primarily drive regulatory compliance and the execution of the risk assessment process for the compliance organization. Other projects may be assigned based on relative importance to the business. This role will report directly to McKesson’s VP, Impact Strategy & Governance within the Global Impact Office. 

The ideal candidate must be highly organized, able to work on process development and implementation, have highly developed project management skills, and be able to lead the coordination and execution of tasks that involve multiple levels of management. This person must also be able to communicate with a broad range of constituents.  The position will be charged with not only creating detailed project plans but also developing new processes or improving current processes that will cut across multiple functional areas.  This role will also be responsible for creating reports and leveraging data to assist in the prioritization and decision-making related to the Enterprise Contribution Strategy. 

Responsibilities:

- Review and assess charitable contribution requests for compliance with company policies and guidelines. 

- Conduct thorough assessments of charities, including verification of legal status, reputation searches, financial reviews, and program expense analysis 

- Communicate with Business Unit Cost Center contacts, BU Reviewers, and other stakeholders to gather additional information, clarify requirements, and address any concerns or questions. 

- Collaborate with the Charitable Contributions Committee and BU Compliance teams as needed for complex or high-risk requests; Works on problems of moderate scope where analysis of situations or data requires a review of identifiable factors. 

-Assists with the planning and execution of a new risk framework and associated risk assessment processes 

-Coordinates requirements/development of risk management model and provides oversight of adherence to the processes related to the collection and evaluation of risk data 

-Coordinates planning and documentation of risk assessment to compliance workplan 

- Document assessment findings, decisions, and communications in the internal workflow system. 

- Generate reports and provide insights on request trends, approval rates, spend, and other metrics to support decision-making and reporting. 

-Conducts project meetings and is responsible for project deliverables and outcomes. Monitors the end-to-end project and interfaces with project sponsors and stakeholders as applicable.  

- Must be able to gain the cooperation of others through meeting facilitation/presentation of information concerning specific project initiatives/improvements 

-Creates, coordinates, and executes the detailed project plans required for project implementation and change management 

- Stay up to date with changes in laws, regulations, and best practices related to charitable contributions and corporate giving. 

Education:

- Bachelor's degree in a related field (e.g., business, finance) or equivalent experience. 

Requirements/Critical Skills:

-5+ years of relevant experience 

-PMP/Six Sigma or comparable project management certification preferred 

-Change management experience preferred 

-Healthcare industry experience is a plus 

-Experience influencing in a cross-functional matrixed environment 

-2+ years’ experience with successful implementation of process improvements in an operations or compliance capacity 

- Strong analytical, problem-solving and research skills, with attention to detail and the ability to identify potential risks or compliance issues. 

- Excellent communication skills, both written and verbal, to effectively interact with various stakeholders. 

- Knowledge of corporate policies and guidelines related to charitable contributions and corporate giving. 

- Familiarity with financial statements, IRS Form 990, and program expense analysis. 

- Proficiency in using software applications and tools for data analysis and reporting. 

- Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment. 

- Understanding of compliance principles and practices. 

- Experience in compliance, risk management, or related field is preferred 

-Ability to exercise own judgement and discretion 

-Previous experience and familiarity working with database management/CRM tools (e.g. Zengine) 

-Advanced MS Office proficiency (Word, Excel, PowerPoint presentations) 

Recommended Skillsets:

- Attention to detail: Ability to thoroughly review documentation and identify potential risks or issues. 

- Analytical skills: Proficiency in analyzing financial statements, program expenses, and conducting reputation searches. 

- Communication skills: Effective communication with various stakeholders, including Business Unit contacts, BU Reviewers, and Charitable Contributions Committee members. 

- Research skills: Ability to gather and analyze information from various sources to assess charitable organizations. 

- Compliance knowledge: Understanding of corporate policies, guidelines, and legal requirements related to charitable contributions and corporate giving. 

- Data analysis and reporting: Proficiency in generating reports, analyzing data, and providing insights to support decision-making and reporting. 

- Time management: Ability to prioritize tasks and meet deadlines in a fast-paced environment. 

- Collaboration skills: Ability to work with cross-functional teams and stakeholders to ensure compliance and adherence to policies and guidelines. 

- Problem-solving skills: Aptitude for identifying and addressing compliance or ethical concerns. 

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.

Our Base Pay Range for this position

$77,200 - $128,600

McKesson is an Equal Opportunity Employer

McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson’s full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.

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