Philanthropic Fund Analyst

Role Overview

• Lead all foundation fund expense-related activities across all four markets including fund establishment and updates, expenditure approvals and transfers, and documenting and tracking planned expenditures.
• Manage the Blackbaud Financial Edge interface and coordinate with authorized users for fund access and expenditures.
• Ensures donations and related expenses for this fund are recorded timely in Foundation’s financial system, including payroll deductions.
• Develop and maintain Standard Operating Procedures for proactive “funded projects” management.
• Work with fund administrators (requirement is VP or higher) to ensure funds are spent as intended by donor; upon approval submit invoices for payment processing to Accounts Payable.
• Create impact reports and curate lists of expenditure examples for use in donor, board, and market communications.
• Collaborate with Foundation teams to share fund usage insights with stakeholders.
• Assist in standardizing and updating finance-focused board reports across all Foundations.
• Implement budget tracking tools and dashboards to improve spending insights for foundation leaders and authorized users.
• Support ROI assessments on fundraising activities including but not limited to events, raffles, and associated staffing costs.
• Prepare and manage gaming account reports, including transfers and expenditures.
• Assist with endowment fund calculations, reporting, and annual donor giving statements, ensuring compliance and accuracy.
• Support annual audit preparation and IRS Form 990 filings by providing the required documentation for accounting.
• Ensure adherence to financial policies, procedures, and regulatory requirements.
• Maintain documentation and records to support audit readiness and financial transparency.
• Work closely with Philanthropic Services, Development, and Finance teams to align financial practices with strategic goals.
• Provide financial insights and support for donor stewardship and impact reporting.
• Participate in system-wide initiatives to improve financial operations and reporting consistency.
• Identify opportunities to streamline financial workflows and improve data integrity.
• Support implementation of financial systems and tools that enhance reporting and fund management.
• Train staff in financial procedures and systems as needed.

Requirements

• 4 years in Non-profit finance, fund accounting or foundation operations.
• Bachelor's degree in Accounting, Finance, Business Administration or related field.

Benefits

• Requires travel to each market for in-person opportunities to establish rapport with team members and leadership.
• Proficiency in financial software (e.g., Financial Edge, Excel, RENXT, Oracle).
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple priorities and work collaboratively across teams.