Finance Data & Automation Analyst

OUR MISSION REMARKABLE IMPACT

Remarkable impact is the heart of Foundation For The Carolinas mission and the driving force behind our mission is the collective impact of thousands of nonprofits families companies and organizations who partner with us to amplify the power of giving.

HOW YOULL ADVANCE OUR MISSION POSITION OVERVIEW

The Finance Data & Automation Analyst is responsible for improving the efficiency accuracy and scalability of the Finance function through data analysis automation and technology-enabled process improvements. This role partners closely with Finance leadership and cross-functional teams to streamline workflows reduce manual effort enhance reporting and leverage data to support decision-making.

The ideal candidate is a hybrid thinkerpart analyst part technologist part problem-solverwho understands finance operations and can apply programming systems and automation tools to simplify and modernize how work gets done.

YOUR UNIQUE IMPACT ROLES & RESPONSIBILITIES

Finance Process Optimization & Automation

• Identify inefficiencies manual processes and pain points across Finance operations (reporting budgeting close reconciliations grants AP/AR)
• Design and implement automation solutions to reduce manual effort errors and cycle time
• Build and maintain automated workflows scripts and tools to support recurring finance processes
• Standardize and document finance processes controls and automation logic

Data Analysis & Reporting Enablement

• Develop and maintain financial dashboards metrics and self-service reporting tools
• Analyze large and complex financial datasets to identify trends anomalies and improvement opportunities
• Translate business and finance requirements into scalable data and reporting solutions
• Support leadership with scenario modeling forecasting support and data-driven insights

Systems & Technology Enablement

• Act as a bridge between Finance and IT / Systems teams
• Support integration and data flows between finance systems donor/grant systems and reporting platforms
• Assist with financial system implementations upgrades and optimizations
• Ensure data accuracy consistency and governance across systems

Collaboration & Change Management

• Partner with Finance team members to understand workflows and design user-friendly solutions
• Train and support end users on new tools dashboards and automated processes
• Promote a culture of continuous improvement data literacy and technology adoption within Finance

WHAT YOULL NEED FOR SUCCESS: QUALIFICATIONS

• Bachelors degree in Data Analytics Finance Accounting Information Systems Computer Science or related field preferred
• 24 years of experience in data analytics finance transformation financial systems or process improvement
• Demonstrated experience improving operational efficiency through automation or technology
• Experience working with finance or accounting teams strongly preferred

Technical Skills & ToolsData & Analytics

• Strong SQL skills for data extraction and analysis
• Advanced Excel skills (Power Query Power Pivot complex formulas)
• Experience with data visualization tools such as Power BI Tableau or similar

Programming & Automation

• Working knowledge of Python R or similar scripting languages for automation and analysis
• Experience with automation tools such as Power Automate Alteryx UiPath or similar
• Ability to build repeatable scalable automation solutions

Finance & Systems

• Familiarity with financial and ERP systems such as:
  • Sage Intacct
  • Blackbaud Financial Edge NXT
  • NetSuite
  • QuickBooks
• Experience integrating data from multiple systems (ERP donor/grant systems budgeting tools)
• Understanding of core finance processes (close reporting budgeting fund accounting)
• Experience with APIs data warehousing or cloud-based data platforms

Core Competencies

• Strong problem-solving mindset with a passion for making processes simpler and better
• Ability to translate technical solutions into business value for non-technical stakeholders
• High attention to detail with a focus on data accuracy and reliability
• Comfortable working independently and driving projects from idea to implementation
• Strong communication and collaboration skills