Donor Relations Specialist Financial Analyst

Overview

Reporting to the Vice President of Philanthropy, the Donor Relations Specialist-Financial Analyst is responsible for the day-to-day financials of fund management; including gift acceptance and revenue reconciliation in coordination with the Financial Operations Team. This position audits and processes all transfer requests from departments for fund expenditures and works to resolve any request issues with NAH department leaders across healthcare system. The Donor Relations Specialist-Financial Analyst will consolidate all fund activity to provide customized reports to the leadership. This position is responsible for the Operations Budget including projections, invoice management and monthly variance explanations. They also support financial analysis projects such as expense performance, investment interest allocation and trend analysis, and presents relevant findings to senior leadership. Creates and analyzes monthly, quarterly and annual reports for internal, external and regulatory reporting; ensuring financial information has been recorded accurately. NAH reserves the right to make hiring decisions based on applicants' state of residence if outside the state of Arizona. NAH currently hires for remote positions in the following states:

• Alabama
• Arizona
• Florida
• Georgia
• Idaho
• Indiana
• Kansas
• Michigan
• Missouri
• North Carolina
• Ohio
• Oklahoma
• Pennsylvania
• South Carolina
• Tennessee
• Texas
• Virginia

Responsibilities

Reasoning Ability* Able to read, write, and understandably speak English.

• Excellent verbal and written communication skills.
• Strong interpersonal and critical thinking skills.
• Ability to prioritize workload.
• Strong organizational skills and attention to detail.
• Competence in managing material and financial resources.
• Ability to work as a member of a team.
• Ability to work independently with minimal supervision.
• Proficient in Microsoft Office applications (Word, Excel, Access, and PowerPoint).
• Proficiency with Raiser's Edge software preferred.

Analysis and Operational Support* Collects, prepares, and develops regular (bi-weekly, monthly, quarterly, and annual) reports.

• Provides financial reporting and analysis to senior leadership, management, and staff. Reporting includes fundraising productivity, financial, and operational reports.
• Prepares federal regulatory reports.
• Identifies opportunities for operational improvement, cost reduction, and systems enhancement.
• Creates the financial return on investments analysis, as well as other financial modeling.
• Supports annual budget meetings and prepares reconciliation data for departmental budget.
• Analyzes complex financial and operational results, monitors variances, identifies trends, and creates reports to recommend actions to applicable leadership.
• Process and oversee all incoming pledges and revenue via check, cash, merchant services, payroll deduction and stock donations.
• Manage the monthly Financial close process for two Cost Centers, including corporate card and general ledger reconciliations, journal entries and report generation.
• Coordinate with Supply Chain and AP for requisitions, PO’s, new vendor set up and invoice payment management.
• Create new constituent profiles in donor database via individual entry or bulk import.
• Create donor invoices and monitor monthly pledge activity.

Project Management* Identify opportunities for improved efficiency. Assist in Database and software needs analysis and contract renewals.

• Facilitate monthly meetings with Treasury Department to coordinate maximizing investments and other good stewardship practices. Continuous review of spending policy for additional definition and refinement in a growing Philanthropy Department.
• Collaborate with Donor Relations Database Management position on database integrity, segmentation, consistent application of gift recognition and creation of data management process and procedures.
• Define, create and maintain financial specific Office of Philanthropy procedures.
• Support internal and external audit efforts in coordination with Financial Operations Team. Collect and maintain necessary back up support to resolve any operations or fund accounting inquiries.
• Meet with NAH Department management to ensure understanding of their Fund, provide process training, and support any questions through responsive and respectful communication.
• Coordinate review and revisions of Office of Philanthropy published policies contained in NAH Document Control.

Compliance/Safety* Responsible for reporting any safety-related incident in a timely fashion through the Midas/RDE tool; attends all safety-related training programs; performs work in a safe manner; monitors work environment for possible safety issues and ensures others are also performing work in a safe manner.

• Stays current and complies with state and federal regulations/statutes and company policies that impact the employee's area of responsibility.
• If required for the position, ensures all certifications and/or licenses are up-to-date and valid prior to expiration dates.
• Completes all company mandatory modules and required job-specific training in the specified time frame.

Qualifications

Education: Bachelor's degree preferred or equivalent related experience in donor related functions associated with this role.High School Diploma or GED – Required Experience: Experience in finance or accounting requiredExperience analyzing data and presenting results to executivesExperience in the use of Raiser's Edge or other CRM software preferredPreference for prior experience in philanthropy3 years of Experience in finance or accounting - Required Healthcare is a rapidly changing environment and technology is integrated into almost all aspects of patient care. Computers and other electronic devices are utilized across the organization and throughout each department. Colleagues must have an understanding of computers, and competence in using computers and basic software programs. Apply tot his job Apply To this Job