Financial Analyst, Major Gifts

Job Location

Oakland, CA/Remote

Remote

Type of Job

Full-Time

Salary

$66,000-73,000

Published By

Publisher Name

Published Date

Jul 28, 2022

About the job

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Job Title: Financial Analyst, Major Gifts

Department: Advancement

Location: Oakland, CA or remote

Reports To: Director of Finance and Administration, Major Gifts

Context: At the Sierra Club, we believe in the power of togetherness. Together, we remain committed to the fight for a healthy climate built on a foundation of environmental, racial, economic, and gender justice – a future where all people benefit from a healthy, thriving planet and a direct connection to nature. As the climate crisis and deeply entrenched systemic racism all fuel inequity, we will continue to fight for a bold, transformational agenda that recognizes the interconnectedness between our planet, our humanity, and our democracy. By recognizing that our destinies are tied, we continue to name that all things are fundamentally connected, and the overlap between ecology, race, gender, and representative government will move to either advance our collective humanity or to oppress it.

Sierra Club is comprised of staff across the country and a network of local chapters that support our grassroots engagement. We are also proud to be a unionized employer, with two labor unions representing more than half of our employees.

Scope: The Financial Analyst, Major Gifts position supports in managing the revenue records of Major Gifts (Major Gifts refers to: Major Giving, Planned Giving, Advancement Communications & Chapter Fundraising teams; all notations of ‘Major Gifts’ refers to these subteams.) This position assists in managing daily and monthly Major Gifts accounting activities and procedures. As assigned, supports development of revenue and expense budgets and forecasts of Major Gifts. Manages quality control and data integrity for all Major Gifts revenue related activities in donor database (CORE). Troubleshoots operational issues in all revenue related Major Gifts records. This role assists in administering the day-to-day operations of Office of Advancment’s Major Gifts programs including managing expense and invoice functions for Major Gifts. Works with Club Finance, Advancement and IT staff as needed for maintaining accurate donor revenue records in CORE.

Job activities include but are not limited to:

  • CORE/Systems Management: Performs quality control on financial and coding aspects of Major Gifts revenue to ensure integrity of revenue data in systems, including troubleshooting financial CORE questions and concerns. Ensures that proposals entered in CORE exactly match their corresponding donation(s) for accurate revenue reporting. Manages/maintains accuracy of previous years’ CORE snapshots (including forecasts and budget). Train/educate staff (especially regional assistants) on best practices for accurately maintaining proposals to match donations.
  • Expense Management: Manages Major Gifts invoices and expenses, including oversight of expense coding and approvals. Coordinates the compilation of budget and actual expenses into financial models/spreadsheets to send out to staff monthly or as needed. Works closely with outside vendors and business partners on accounting matters. Assists in monitoring, tracking, and resolving discrepancies of cash receipts and monthly expenses for accuracy. This includes Netsuite journals and accruals as needed.
  • Revenue/Donation Management: Tracks and sends donor acknowledgements for $5k+ C4 gifts received via OoA fundraising within a week or less of donation receipt. Provides form and coding (when needed) to Member Care staff for C4 $5K+ donations to be deposited to Finance. Assists with donation coding change requests and approvals, as needed, in CORE. Presents Summit Circle donations to necessary staff for approval by Deputy Chief Advancement Officer. Assists in monitoring, tracking, and resolving discrepancies in monthly revenue reports.
  • Budget and Forecast Support Role: As assigned, supports creation of seasonal Major Gifts revenue and expense budget and forecasts. Monitors and tracks financial data for forecasts. Prepares support documents for forecast meetings (revenue reports and expense worksheets) as needed.
  • General support for Major Gifts Department: Receives Major gifts general emails and responds or routes to other staff as needed. Financial point person for year end Major Gifts matters. Tracks year end incoming donations and stock donations. Assists Director of Finance and Administration, Major Gifts in process improvement projects. Completes special projects as assigned by supervisor; performs miscellaneous operations duties as assigned. Assists Director of Finance and Administration, Major Gifts in preparing the annual top donor report for Chief Advancement Officer.

The successful candidate must have the following skills and experience:

  • Previous experience in finance, accounting or related fields, with sound knowledge of GAAP
  • Intermediate to advanced skill level in Excel including: formulas, pivot tables, sorting, and the exporting/formatting of data; proficient with other Microsoft Office applications (i.e. Word)
  • Strong attention to detail, analytical and statistical skills. Excellent analytic, written and verbal communication, and organizational skills.
  • Working knowledge of fundraising databases, especially experience with Salesforce platform.
  • Able to meet monthly, regular and requested deadlines.
  • Equity Must have. You are aware of your group identities and how they have shaped your life and experiences at work. You have an analysis of how racism and other forms of oppression in society impact relationships, systems and culture. You bring experience and skills for working effectively with colleagues across group identities and position/role.

The strongest candidates will also demonstrate the following experience, skills and competencies:

  • Demonstrated ability to accurately work in database systems, including designing and producing revenue reports.
  • Experience with Netsuite.
  • Bachelor’s degree with a concentration in Finance, Accounting, Business Administration, or related field; OR 3-4 years experience in accounting, finance, database management or fund development.
  • Ability to use tact, diplomacy and discretion in dealing with confidential matters.

Compensation and Benefits

The salary range for this position is

.

This position is represented by a collective bargaining unit and is subject to the terms and conditions of the contract between Sierra Club and Progressive Workers Union or Sierra Employee Alliance, depending on location.

The Sierra Club offers a competitive salary package commensurate with skills and experience plus excellent benefits that include medical, dental, and vision coverage, and a retirement savings 401(k) plan.

This is a category 6 non-exempt represented position.

Sierra Club is a 501(c)(4) non-profit organization. Sierra Club employees are not eligible to participate in the Federal Public Service Loan Forgiveness (PSLF) Program.

Sierra Club values the expertise and talents of foreign nationals. Sierra Club sponsors both nonimmigrant and immigrant visas when certain criteria are met, based on immigration laws and organizational needs. Such sponsorship is at the discretion of the Department Head and Sierra Club Human Resources in consultation with the employee’s manager. The Sierra Club cannot guarantee the approval of a visa petition. The Sierra Club is an equal opportunity employer committed to workforce diversity.

To Apply

This position does not have an undergraduate education requirement. If you choose to include your education history, please remove your schools from your resume. You may leave your degree (e.g., “B.A. Philosophy”), but please remove any undergraduate and graduate school names.

This anonymous process is aimed at opening this opportunity to more candidates, reviewing applicants on performance assessments and mitigating bias in the decision-making process.

Lastly, we are intentionally not asking for a cover letter, so please do not send one in with your application.

We are accepting applications until the position is filled.

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