This role supports the development, implementation, and ongoing optimization of financial and operational reporting systems tied to revenue and expenses. The position partners closely with Development Finance and cross-functional teams to design and enhance management systems that support relational fundraising programs, campaigns, and initiatives at national and multi-regional levels.
The role plays a key part in ensuring divisional and organization-wide fundraising goals, marketing strategies, and operational objectives are achieved through accurate reporting, insights, and financial modeling. Additionally, this position contributes to educating stakeholders on cross-divisional systems and data usage while providing analytical support for decision-making.
Essential Job Functions
Reporting & Systems Development
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.
Program Financial Analysis
Partners 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.
Budgeting & Forecasting
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. Partners with internal stakeholders to deliver timely and accurate monthly and quarterly financial reporting through ongoing communication and collaboration.
Data Governance &