Philanthropic Fund Analyst

The Philanthropic Fund Analyst plays an essential role in supporting the financial operations of donated fund activities across all foundations within the Franciscan Missionaries of Our Lady Health System (FMOLHS). Coordinating with ministry and health system finance leadership this position ensures accurate and efficient handling of all philanthropic funds donated and spent within the foundations. It supports financial reporting budgeting and compliance while collaborating with cross-functional teams within the Foundations FMOLHS and market-based operations to enhance philanthropic impact transparency and donor stewardship.

Fund Management & Expenditures 35%

• Lead all foundation fund expense-related activities across all four markets including fund establishment and updates expenditure approvals and transfers and documenting and tracking planned expenditures.
• Manage the Blackbaud Financial Edge interface and coordinate with authorized users for fund access and expenditures.
• Ensures donations and related expenses for this fund are recorded timely in Foundations financial system including payroll deductions.
• Develop and maintain Standard Operating Procedures for proactive funded projects management.
• Work with fund administrators (requirement is VP or higher) to ensure funds are spent as intended by donor; upon approval submit invoices for payment processing to Accounts Payable.
• Create impact reports and curate lists of expenditure examples for use in donor board and market communications.
• Collaborate with Foundation teams to share fund usage insights with stakeholders.

Financial Reporting & Analysis 25%

• Assist in standardizing and updating finance-focused board reports across all Foundations.
• Implement budget tracking tools and dashboards to improve spending insights for foundation leaders and authorized users.
• Support ROI assessments on fundraising activities including but not limited to events raffles and associated staffing costs.
• Prepare and manage gaming account reports including transfers and expenditures.
• Assist with endowment fund calculations reporting and annual donor giving statements ensuring compliance and accuracy.

Compliance & Audit Support 20%

• Support annual audit preparation and IRS Form 990 filings by providing the required documentation for accounting.
• Ensure adherence to financial policies procedures and regulatory requirements.
• Maintain documentation and records to support audit readiness and financial transparency.

Cross-Functional Collaboration 15%

• Work closely with Philanthropic Services Development and Finance teams to align financial practices with strategic goals.
• Provide financial insights and support for donor stewardship and impact reporting.
• Participate in system-wide initiatives to improve financial operations and reporting consistency.

Systems & Process Improvement 15%

• Identify opportunities to streamline financial workflows and improve data integrity.
• Support implementation of financial systems and tools that enhance reporting and fund management.
• Train staff in financial procedures and systems as needed.

Experience: 4 years in Non-profit finance fund accounting or foundation operations.

Education: Bachelors degree in Accounting Finance Business Administration or related field.

Requires travel to each market for in-person opportunities to establish rapport with team members and leadership.
Proficiency in financial software (e.g. Financial Edge Excel RENXT Oracle).
Strong analytical organizational and communication skills.
Ability to manage multiple priorities and work collaboratively across teams.