Location:Medical Plaza One -9800 S Healthpark DriveFort Myers FL 33908
Department: Lee Memorial Foundation
Work Type: Full Time
Shift: Shift 1/8:00:00AM to 4:30:00PM
Minimum to Midpoint Pay Rate:$22.78 - $29.62 / hour
Summary
The Foundation Financial Analyst is responsible for the integrity, accuracy, and strategic use of the Foundations financial and fundraising data. This position manages the Foundations two core technology platforms Blackbaud Raisers Edge NXT and Blackbaud Financial Edge NXT and ensures the seamless flow and reconciliation of financial data between them. The Analyst will reconcile and analyze Foundation financial information and track key data points.
This role is responsible for developing, maintaining, and continuously improving Standard Operating Procedures (SOPs) for all database, reporting, and financial workflows. The Analyst drafts new SOPs, updates existing ones, and prepares all documentation for review and approval by the Director of Foundation Operations to ensure accuracy, consistency, and alignment with organizational standards.
This role reports to the Director of Foundation Operations
Requirements
Education: Bachelors degree in accounting, Finance, Business Administration or related field required. 5 years of relevant experience may be considered in lieu of degree.
Experience:Two years of experience in finance, accounting, or data management role required. Two Years experience in data and financial analytical experience required. Experience with Customer Relationship Management software or comparable CRM such as Blackbaud Raiser's Edge NXT or Financial Edge NXT accounting platform preferred. Experience leading or participating in a CRM system migration or re- implementation preferred.
Certification: N/A
License: N/A
Other: Working knowledge of nonprofit fund accounting principles, including restricted and unrestricted fund management. Demonstrated ability to manage complex data systems and maintain integrity across integrated platforms. Strong organizational skills with the ability to manage competing priorities and deadlines. Excellent communication skills, including the ability to translate complex financial data into clear, actionable information for non-finance audience. Proficiency in Microsoft Office Suite, with advanced Excel skills preferred.
US:FL:Fort Myers
Location:Medical Plaza One -9800 S Healthpark DriveFort Myers FL 33908
Department: Lee Memorial Foundation
Work Type: Full Time
Shift: Shift 1/8:00:00AM to 4:30:00PM
Minimum to Midpoint Pay Rate:$22.78 - $29.62 / hour
Requirements
Education: Bachelors degree in accounting, Finance, Business Administration or related field required. 5 years of relevant experience may be considered in lieu of degree.
Experience:Two years of experience in finance, accounting, or data management role required. Two Years experience in data and financial analytical experience required. Experience with Customer Relationship Management software or comparable CRM such as Blackbaud Raiser's Edge NXT or Financial Edge NXT accounting platform preferred. Experience leading or participating in a CRM system migration or re- implementation preferred.
Certification: N/A
License: N/A
Other: Working knowledge of nonprofit fund accounting principles, including restricted and unrestricted fund management. Demonstrated ability to manage complex data systems and maintain integrity across integrated platforms. Strong organizational skills with the ability to manage competing priorities and deadlines. Excellent communication skills, including the ability to translate complex financial data into clear, actionable information for non-finance audience. Proficiency in Microsoft Office Suite, with advanced Excel skills preferred.
US:FL:Fort Myers
