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Client: Non-Profit Organization
Role: Senior Analyst, Restricted Giving & Program Finance
Salary: $90,000 - $105,000/annually
Location: Manhattan, NY - (4 days a week onsite)
Key Responsibilities
Restricted Revenue & Grant Management- Oversee the intake, tracking, and reconciliation of restricted gifts, pledges, and grants across multiple programs and campaigns.
- Ensure restricted revenue is recorded accurately in Raiser's Edge (RE) and reconciled regularly with Financial Edge (FE).
- Maintain accurate documentation of donor restrictions, fund assignments, and grant reporting requirements.
Fund ID Strategy & Compliance- Serve as the organizational lead for Fund ID creation, updates, and audits across RE and FE.
- Establish Fund ID structures aligned with campaign intent, program codes, and financial tracking needs.
- Conduct regular audits to ensure consistency across fundraising and finance platforms.
Appeal Code & Event Fund Attribution- Maintain a structured appeal code system to ensure proper attribution of revenue to fundraising events and campaigns.
- Partner with development and event staff to align event revenue tracking with donor reporting and internal benchmarks.
- Resolve misaligned or missing appeal codes to ensure compliance and accurate reporting.
Program Pricing & Funding Oversight- Collaborate with program operations to apply overhead and cost allocations to programmatic offerings (e.g., scholarships, missions, construction).
- Monitor program inventory levels (available vs. sold units) across systems and departments.
- Ensure program pricing and unit availability are reflected accurately in donor-facing materials and internal budgets.
Reconciliation & Financial Reporting- Support the Controller and Assistant Controller in posting restricted revenue from RE to FE and clearing outstanding adjustments.
- Maintain backup documentation for all restricted revenue entries, including donor communications and allocation decisions.
- Assist in producing financial reports for internal stakeholders and funders, ensuring timeliness and data integrity.
Process Improvement & Systems Alignment- Recommend workflow optimizations for restricted revenue tracking, including triage, appeal entry, batch processing, and reconciliation timing.
- Identify data integrity risks and implement preventive strategies to maintain compliance with audit standards and GAAP principles.
- Contribute to cross-team process documentation, training, and adoption of best practices for fund and revenue management.
Performance Metrics- Accuracy and timeliness of restricted gift entry and coding
- Fund ID compliance across systems
- Appeal code attribution rate and reconciliation speed
- Completion and accuracy of financial and grant reporting
- Program inventory and pricing reconciliation
Qualifications
Required:- Bachelor's degree in Finance, Accounting, Business Administration, or a related field
- 3-5 years of experience managing restricted gifts or grants in a nonprofit setting
- Proficiency in Raiser's Edge (RE), Financial Edge (FE), or equivalent CRM and finance systems
- Strong Excel skills (pivot tables, data modeling, VLOOKUPs, etc.)
- Familiarity with fund accounting, donor restrictions, and nonprofit audit practices
Date Posted: 28 April 2025
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