Description
The Financial Analyst proactively collects and organizes data, conducts analysis, and presents findings in support of the Foundation's fundraising goals and objectives and compiles and analyzes information to identify philanthropic patterns, tendencies, and relationships among individuals, corporations, and foundations. Using tools such as the Foundation's constituent relationship database and Microsoft Excel, the Financial Analyst analyzes data and create original, concise, and understandable and timely analytical reports that support planning and decision-making for the Foundation.
*This position will work at the foundation offices located at 105 40th Street, Pittsburgh, PA 15201*
Responsibilities:
- Perform complex statistical and financial analysis on all data.
- Work closely with the Foundation's Finance department on reporting and analysis.
- Recommend fundraising strategies and budget adjustments for the Foundation's frontline fundraising departments based on reports and analysis conducted.
- Assist in maintaining database records and promoting system integrity so that effective and accurate queries, exports and reports can be created from the system
- Review revenue and expenses in order to perform a cost benefit analysis related to the fundraising programs and events conducted by the Foundation.
- Assist in creating an analytical method of reviewing prospects and donors in order to provide statistical data surrounding the Major and Principal Gifts programs.
- Build effective queries, exports and reports in the Foundation's constituent relationship database (ie. Raiser's Edge) in order to collect relevant data for analysis.
- Develop analytical reports for projecting/forecasting revenue and successful fundraising trends.
- Recommend metrics which should be in place to measure performance based on findings in analytical reporting.
- Extract and define relevant information and interpret data for the Foundation staff.
- Strategize and assist frontline fundraising departments in ranking and prioritizing their fundraising programs and initiatives based on analytics conducted.
Qualifications
- Bachelor's degree required, preferably in Finance, Accounting or any related business field
- 2 to 3 years of related work experience
- Ability to collect and analyze data to promote successful fundraising efforts
- Ability to assimilate, analyze, and communicate information effectively
- Self-directed, task oriented, independent organizational ability and timeliness in meeting deadlines and target objectives
- Accuracy and attention to detail and the ability to handle multiple tasks
- Proficiency in Microsoft Office with specific emphasis on Excel required
- Experience working in databases preferred
- Knowledge of Raiser's Edge database preferred
Licensure, Certifications, and Clearances:
- Act 33 with renewal
- Act 34 with renewal
- Act 73 FBI Clearance with renewal
UPMC is an Equal Opportunity Employer/Disability/Veteran
Individuals hired into this role must comply with UPMC’s COVID vaccination requirements upon beginning employment with UPMC. Refer to the COVID-19 Vaccination Information section at the top of this page to learn more.
Total Rewards
More than just competitive pay and benefits, UPMC’s Total Rewards package cares for you in all areas of life — because we believe that you’re at your best when receiving the support you need: professional, personal, financial, and more.
Our Values
At UPMC, we’re driven by shared values that guide our work and keep us accountable to one another. Our Values of Quality & Safety, Dignity & Respect, Caring & Listening, Responsibility & Integrity, Excellence & Innovation play a vital role in creating a cohesive, positive experience for our employees, patients, health plan members, and community. Ready to join us? Apply today.