Note: The job is a remote job and is open to candidates in USA. Pancreatic Cancer Action Network (PanCAN) is hiring a Revenue Analyst to ensure donations are accurately processed and coded in its CRM and to reconcile revenue across fundraising platforms. The role supports fundraising reporting, month-end close, donor stewardship, and improvements to revenue management processes and systems.
Responsibilities
- Ensure donations are processed in the CRM daily
- Process ACH and DAF gifts into CRM
- Process daily online transaction disbursements from Luminate Online to CRM
- Import gifts into CRM from online and offline sources (i.e., CDS Global, FundraiseUp, Benevity, etc.)
- Adjust gift coding as needed (i.e., soft credits, tributes, memorials, etc.)
- Reconcile cash disbursements with revenue daily across fundraising disbursement platforms
- Monitor fundraising disbursement platforms daily such as FundraiseUp, Blackbaud Merchant Services, PayPal, and others as required
- Support CBG (Community, Building & Growth) team fundraising goals
- Ensure CRM gift coding meets organizational reporting needs
- Ensure revenue coding follows data hygiene best practices
- Provide channel level reporting in support of monthly/annual/long-range goals
- Provide donor materials (i.e., donor budgets) for proposals, agreements, etc
- Ensure matching gifts and tributes are accurately reflected in CRM
- Assist the Finance team with month-end close
- Revenue reconciliation
- CRM and ERP reconciliation
- Net Contribution Reporting
- Support special projects
- Collaborate with the Business Operations, CBG and Program Management teams to implement new tools, AI capabilities, reporting, insights and analysis in support of revenue goals
- Identify and recommend revenue management operational efficiencies to leadership, and implement changes as agreed upon
- Develop and maintain written standard operating procedures for gift and revenue management processes
- Other duties and projects as assigned
Skills
- 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 that provides the required knowledge, skills, and abilities required
- Proven track record working in a fast-paced organization efficiently and accurately processing a high volume of offline and online gifts each day (over 5,000 gifts per month)
- Excellent organizational and problem-solving skills and proven track record multi-tasking and prioritizing activities and schedules to meet tight deadlines
- Proven track record improving integration and import processes of donor data into a CRM
- Flexible and innovative thinker with a process improvement mindset
- Strong attention to detail
- Strong collaborator
- Excellent verbal and written communication skills
- Excellent customer service skills with stewardship as a core value to our work
- Experience with revenue reconciliation and month-end close
- Intermediate Microsoft Excel and Power BI skills
- Years of experience may vary based on the position, duties, and responsibilities. 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
Benefits
- Flexible work arrangements
- Exceptional time off
- Health and welfare benefits
Company Overview