Revenue Analyst

Posted 1hrs ago

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Job Description

Revenue Analyst processing donor gifts, reconciliations, and reporting for PanCAN, a pancreatic cancer nonprofit. Improving Salesforce-based revenue operations and fundraising data quality.

Responsibilities:

  • Ensure donations are processed in the CRM daily
  • Process ACH and DAF gifts into the CRM
  • Process daily online transaction disbursements from Luminate Online to the CRM
  • Import gifts into the CRM from online and offline sources, including CDS Global, FundraiseUp, and Benevity
  • Adjust gift coding, including soft credits, tributes, and memorials
  • Reconcile cash disbursements with revenue across fundraising disbursement platforms
  • Monitor FundraiseUp, Blackbaud Merchant Services, PayPal, and other fundraising disbursement platforms
  • Support Community, Building & Growth team fundraising goals
  • Ensure CRM gift coding meets organizational reporting needs and follows data hygiene best practices
  • Provide channel-level reporting for monthly, annual, and long-range goals
  • Provide donor materials for proposals and agreements
  • Ensure matching gifts and tributes are accurately reflected in the CRM
  • Assist the Finance team with month-end close
  • Perform revenue reconciliation, CRM and ERP reconciliation, and net contribution reporting
  • Support special projects
  • Collaborate with Business Operations, Community, Building & Growth, and Program Management teams to implement new tools, AI capabilities, reporting, insights, and analysis
  • Identify and recommend revenue management operational efficiencies and implement approved changes
  • Develop and maintain written standard operating procedures for gift and revenue management processes
  • Perform other duties and projects as assigned

Requirements:

  • Bachelor's Degree (BA/BS) from a 4-year accredited university preferably in Finance, Data Systems, Accounting or Business, or a related field, or equivalent combination of education, training and experience
  • Preferred years of experience are 3+ years of relevant work experience including 2+ years in the non-profit space
  • Prior Salesforce, Luminate Online or similar non-profit system experience strongly preferred
  • Experience efficiently and accurately processing a high volume of offline and online gifts each day (over 5,000 gifts per month)
  • Experience improving integration and import processes of donor data into a CRM
  • Experience with revenue reconciliation and month-end close
  • Intermediate Microsoft Excel and Power BI skills
  • Excellent organizational and problem-solving skills
  • Ability to multitask and prioritize activities and schedules to meet tight deadlines
  • Strong attention to detail
  • Strong collaboration skills
  • Excellent verbal and written communication skills
  • Excellent customer service skills
  • Ability to work in a fast-paced, deadline-driven environment
  • Ability to juggle and prioritize multiple, competing tasks and seek management assistance as appropriate

Benefits:

  • Competitive salaries
  • Flexible work arrangements
  • Exceptional time off
  • Health and welfare benefits