Jobs · Finance · Florida

Foundation Financial Analyst

Lee Health · Fort Myers, FL · 4 mo ago
Finance$22.78–$29.62/hrFull-time

About the role

The Foundation Financial Analyst is responsible for the integrity, accuracy, and strategic use of the Foundation's financial and fundraising data. This position manages the Foundation's two core technology platforms, Blackbaud Raisers Edge NXT and Blackbaud Financial Edge NXT, ensuring the seamless flow and reconciliation of financial data between them. The Analyst reconciles and analyzes Foundation financial information and tracks key data points.

Responsibilities

  • Develops, maintains, and continuously improves Standard Operating Procedures (SOPs) for all database, reporting, and financial workflows.
  • Drafts new SOPs, updates existing ones, and prepares all documentation for review and approval by the Director of Foundation Operations to ensure accuracy, consistency, and alignment with organizational standards.

Requirements

  • Bachelor’s degree in accounting, Finance, Business Administration, or related field required. Five years of relevant experience may be considered in lieu of degree.
  • Two years of experience in finance, accounting, or data management role required. Two years of experience in data and financial analytical experience required.
  • Experience with Customer Relationship Management software or comparable CRM such as Blackbaud Raiser's Edge NXT or Financial Edge NXT accounting platform preferred. Experience leading or participating in a CRM system migration or re-implementations preferred.

Qualifications

  • Working knowledge of nonprofit fund accounting principles, including restricted and unrestricted fund management.
  • Demonstrated ability to manage complex data systems and maintain integrity across integrated platforms.
  • Strong organizational skills with the ability to manage competing priorities and deadlines.
  • Excellent communication skills, including the ability to translate complex financial data into clear, actionable information for non-finance audiences.
  • Proficiency in Microsoft Office Suite, with advanced Excel skills preferred.

Skills

  • Customer Relationship Management software (Blackbaud Raiser's Edge NXT or Financial Edge NXT)
  • Data analysis and management
  • Standard Operating Procedure development and maintenance

Benefits

  • Comprehensive benefits package
  • Flexible work schedule
  • Professional development opportunities

Pay

$22.78 - $29.62 / hour

Schedule

Days

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