Revenue Analyst

This is a fully remote position, open to applicants in California.

📋 Description

• Ensure daily processing of donations within the CRM.

• Process ACH and DAF contributions into the CRM.

• Handle daily online transaction disbursements from Luminate Online to the CRM.

• Import contributions into the CRM from both online and offline sources, such as CDS Global, FundraiseUp, and Benevity.

• Adjust gift coding, including soft credits, tributes, and memorials.

• Reconcile cash disbursements with revenue across various fundraising disbursement platforms.

• Monitor FundraiseUp, Blackbaud Merchant Services, PayPal, and other fundraising disbursement platforms.

• Support the fundraising objectives of the Community, Building & Growth team.

• Ensure that CRM gift coding aligns with organizational reporting requirements and adheres to data hygiene best practices.

• Provide channel-level reporting for monthly, annual, and long-term goals.

• Supply donor materials for proposals and agreements.

• Ensure that matching gifts and tributes are accurately represented in the CRM.

• Assist the Finance team with month-end closing processes.

• Conduct revenue reconciliation, CRM and ERP reconciliation, and net contribution reporting.

• Support special projects as needed.

• Collaborate with Business Operations, Community, Building & Growth, and Program Management teams to implement new tools, AI capabilities, reporting, insights, and analysis.

• Identify and recommend operational efficiencies in revenue management and implement approved changes.

• Develop and maintain written standard operating procedures for gift and revenue management processes.

• Perform additional duties and projects as assigned.

⛳️ Requirements

• Bachelor's Degree (BA/BS) from a 4-year accredited university, preferably in Finance, Data Systems, Accounting, Business, or a related field, or an equivalent combination of education, training, and experience.

• Ideally, 3+ years of relevant work experience, including a minimum of 2 years in the non-profit sector.

• Prior experience with Salesforce, Luminate Online, or similar non-profit systems is strongly preferred.

• Experience in efficiently and accurately managing a high volume of offline and online gifts each day (exceeding 5,000 gifts monthly).

• Proven experience in enhancing integration and import processes for donor data into a CRM.

• Familiarity with revenue reconciliation and month-end closing processes.

• Intermediate skills in Microsoft Excel and Power BI.

• Strong organizational and problem-solving abilities.

• Capacity to multitask and prioritize activities and schedules to meet tight deadlines.

• Keen attention to detail.

• Strong collaborative skills.

• Excellent verbal and written communication abilities.

• Outstanding customer service skills.

• Ability to thrive in a fast-paced, deadline-driven environment.

• Capability to manage and prioritize multiple competing tasks and seek management assistance when necessary.

🏝️ Benefits

• Competitive salaries.

• Flexible work arrangements.

• Exceptional time off.

• Health and welfare benefits.