A Brief Overview
The Financial & Donor Data Coordinator is responsible for overseeing financial operations for Regional One Health Foundation, with a dual focus on financial management and donor data processing. This role ensures financial integrity, supports fundraising efforts, and maintains accurate donor records through data entry, gift processing, and reporting.
What you will do
- 1. Foundation Financial Management - Monitor and track operational expenses, grant disbursements, and revenue streams. - Maintain financial records and ensure timely reconciliation of accounts. - Assist in developing budgets, financial reports, and audits. - Oversee accounts payable and receivable. - Analyze financial trends and recommend budget adjustments.
- 2. Grant Financial Management & Tracking - Track financial life cycle of grants and ensure compliance with donor intent. - Review financial reports from grant recipients. - Approve grant-related transactions and maintain grant financial records. - Assist with audit preparation and grant reporting.
- 3. Donor Data Entry and Constituent Records Management - Accurately input donor, volunteer, and grateful patient information into Raiser’s Edge database. - Maintain updated, secure records compliant with HIPAA and IRS regulations. - Manage creation and updating of donor records.
- 4. Gift Processing and Donor Acknowledgment - Process donations (credit card, check, stock, wire, online gifts). - Manage recurring donation updates and pledge reminders. - Assign soft credits and ensure accurate campaign, fund, and appeal tracking. - Generate tax receipts and acknowledgment letters within 24–48 hours.
- 5. Gift Processing and Donor Acknowledgment - Process donations (credit card, check, stock, wire, online gifts). - Manage recurring donation updates and pledge reminders. - Assign soft credits and ensure accurate campaign, fund, and appeal tracking. - Generate tax receipts and acknowledgment letters within 24–48 hours.
Qualifications
- Bachelor's Degree in Finance, Accounting, Business Administration, Nonprofit Management, or a related field Required
- Minimum 3 years experience Minimum of 3 years of experience in foundation financial oversight, nonprofit accounting, or donor database management. Required
- Proficiency in Accounting, and CRM platforms such as QuickBooks or Raiser's Edge Preferred
Physical Demands
- Standing - Occasionally
- Walking - Occasionally
- Sitting - Constantly
- Lifting - Rarely
- Carrying - Rarely
- Pushing - Rarely
- Pulling - Rarely
- Climbing - Rarely
- Balancing - Rarely
- Stooping - Rarely
- Kneeling - Rarely
- Crouching - Rarely
- Crawling - Rarely
- Reaching - Rarely
- Handling - Occasionally
- Grasping - Occasionally
- Feeling - Rarely
- Talking - Constantly
- Hearing - Constantly
- Repetitive Motions - Frequently
- Eye/Hand/Foot Coordination - Frequently
Regional One Health is committed to diversity and inclusion. We are an equal-opportunity employer, including veterans and people with disabilities.
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