Revenue Analyst

Overview

The Revenue Analyst plays an integral role in donor stewardship and revenue data accuracy. This position uses Salesforce (CRM) and online donation platforms including Luminate Online and FundraiseUp to ensure gifts are accurately entered, coded, and reflected in revenue management systems on a daily basis. The role supports data quality control, daily transaction processing, revenue reconciliation, and reporting to help meet fundraising and revenue goals.

This position reports to the Assistant Controller and collaborates with the Finance, Business Operations, Community, Building & Growth, and Constituent Support teams, as well as external vendors.

Responsibilities

• Process donations in the CRM daily, ensuring gifts are accurately entered and coded
• Process ACH and DAF gifts into the CRM
• Process daily online transaction disbursements from Luminate Online to the CRM
• Import gifts into the CRM from online and offline sources (including CDS Global, FundraiseUp, Benevity, etc.)
• Adjust gift coding as needed (including soft credits, tributes, and memorials)
• Reconcile cash disbursements with revenue daily across fundraising disbursement platforms
• Monitor fundraising disbursement platforms daily, including FundraiseUp, Blackbaud Merchant Services, PayPal, and others as required
• Support Community, Building & Growth (CBG) team fundraising goals
• Ensure CRM gift coding meets organizational reporting needs and follows data hygiene best practices
• Provide channel-level reporting to support monthly, annual, and long-range goals
• Provide donor materials (including donor budgets) for proposals, agreements, etc.
• Ensure matching gifts and tributes are accurately reflected in the CRM
• Assist the Finance team with month-end close activities, including:
  • Revenue reconciliation
  • CRM and ERP reconciliation
  • Net Contribution Reporting
• Support special projects
• Collaborate with 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
• Perform other 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 equivalent combination of education, training, and experience that provides the required knowledge, skills, and abilities
• 3+ years of relevant work experience preferred, including 2+ years in the non-profit space (years of experience may vary based on position, duties, and responsibilities)
• Prior Salesforce, Luminate Online, or similar non-profit system experience strongly preferred
• Proven track record processing a high volume of offline and online gifts each day (over 5,000 gifts per month) efficiently and accurately
• Excellent organizational and problem-solving skills with proven ability to multi-task and prioritize to meet tight deadlines
• Proven track record improving integration and import processes of donor data into a CRM
• Flexible and innovative mindset with a process improvement orientation
• Strong attention to detail
• Strong collaboration skills
• Excellent verbal and written communication skills
• Excellent customer service skills with stewardship as a core value
• Experience with revenue reconciliation and month-end close
• Intermediate Microsoft Excel and Power BI skills

Preferred Qualifications

• Salesforce, Luminate Online, or similar non-profit system experience

Compensation & Benefits

• Salary range: $66.5k–$76k
• Base salary range is provided as a guideline; actual compensation offered may differ based on relevant experience, skills, and qualifications specific to the role
• Competitive salaries, flexible work arrangements, exceptional time off, and health and welfare benefits

General Information / Work Environment

• Must be able to work in a fast-paced, deadline-driven environment
• Must be able to juggle and prioritize multiple, competing tasks and demands and seek management assistance as appropriate

Location

Not specified in the provided job description.