Financial Analyst I - Relational Finance (Memphis, TN)

Essential Job Functions

• Leverages strong analytical thinking, creativity, and attention to detail to collaborate with FP&A leadership, Financial Analysts, and Relational teams in developing and implementing tracking and reporting systems for revenue, expenses, and program activity.
• Supports the monitoring of performance and provides insights for financial projections and growth opportunities.
• Pairs with Relational leadership to develop, maintain, and analyze revenue and expense data across programs, events, campaigns, and strategic initiatives, ensuring data accuracy and actionable insights.
• Collaborates with the Director, Financial Analysts, and Relational leadership on budgeting and financial forecasting. Works closely with Territory leadership and Program Directors to ensure alignment and accurate financial planning.
• Promotes ongoing communication and collaboration with internal stakeholders to deliver timely and accurate monthly and quarterly financial reporting.
• Oversees the creation and governance of source and event codes for the Relational division, ensuring alignment with enterprise-wide standards. Acts as a central point of contact across multiple divisions—including Relational, Mass, Experiential, Accounting, and Donor Account Processing—to ensure consistency and accuracy in reporting.
• Maintains and enhances reports used by senior leadership to evaluate ROI, program effectiveness, and campaign performance. Ensures expenses are properly allocated to the appropriate programs, initiatives, and GL codes, resolving discrepancies through strong cross-functional collaboration.
• Manages the coding, processing, and reconciliation of invoices, expenses, and revenue within systems such as Mavro. Partners with Accounting and other teams to resolve data discrepancies, including correcting miscoded gifts.
• Works with Operations teams to design and evolve data models that track program participation and engagement across varying levels. Integrates data from multiple sources, including relational operations databases, donor management systems, and data warehouses.
• Produces monthly and ad hoc reports for Finance leadership and key stakeholders, delivering actionable insights that support strategic decision-making and continuous improvement.

Qualifications & Requirements

• Bachelor’s degree in Accounting, Finance, Business, or a related field
• 1–3 years of relevant experience in accounting, financial analysis, nonprofit fundraising, or a related field
• Working knowledge of fundraising practices and nonprofit operations, with experience in accounting, budgeting, or financial analysis preferred
• Strong analytical, problem-solving, and organizational skills with a high level of attention to detail
• Excellent communication and interpersonal skills, with the ability to collaborate across diverse teams
• Intermediate proficiency in financial and data systems, including: Hyperion/SmartView, Business Objects, Oracle, Microsoft Excel, Word, and PowerPoint