Development Operations and Financial Reporting Manager

Job description

Under the supervision of the Senior Director of Community Engagement, the the Development Operations and Financial Reporting Manager supports the accurate Processing, reconciliation, analysis, and reporting of philanthropic revenue. The position shares responsibility for daily gift processing, donor record maintenance, financial recording, and mailing-list production. The manager serves as the department’s primary resource for complex financial and fundraising reporting and as an advanced technical resource for Blackbaud Raiser’s Edge NXY. The position also leads database-integrity initiatives and conducts limited donor and prospect research. Education Bachelor’s Degree required, preferably in business, marketing, or healthcare management. Experience 3-5 years of experience in donor stewardship, data analysis and processing, fundraising operations, or a related development role, preferably a healthcare development setting. Accounting background preferred. Knowledge, Skills and Abilities Strategic thinking and project management expertise to oversee and execute donor stewardship initiatives with analytical support. Advanced proficiency in the full suite of Microsoft office software. Strong proficiency in Blackbaud’s Raiser’s Edge, Blackbaud NXT (cloud-based), Classy, Research Point, and Omatic. Strong understanding of fund accounting and IRS regulations related to charitable giving. Experience in high-level reporting and data analysis to support foundation initiatives. Impeccable attention to detail and organizational skills. Outstanding oral and written communication. Personable, comfortable dealing with donors, hospital leadership, and philanthropy team. Knowledge and appreciation for the importance of donor recognition at all gifting levels. Licensures, Certifications Completed certification in Blackbaud’s Raiser’s Edge Fundamentals training course. Principal Duties and Responsibilities Donor Data Analytics & Financial Oversight Manage daily gift processing and financial reconciliation within the donor database, ensuring accuracy and preparation of daily financial deposits and daily financial batches. Manage and maintain online donations received through Classy using ImportOmatic. Successfully complete manual or electronic download of financial contributions and donor information. Troubleshoot and resolve any issues. Manage donor analytics and reporting, providing insights on donor trends, giving patterns, and fundraising performance. Lead the analysis of donor data to identify trends, inform strategies, and enhance fundraising performance. Provide customized reports and data to support development initiatives. Provide donor rating reports to directors to assist in prospect strategy and fundraising initiatives. Communicate daily gift activity to Foundation staff; prepare periodic annual gift program and Founder’s Club and Virginia Sherwood Council progress reports; help Director of Annual Gifts analyze mailings; prepare annual gifting lists for all gift levels; prepare lists for installation of donors into the Joseph S. Keelty and 1965 cumulative gifting societies. Serve as primary contact with the Finance Department to prepare month-end reports so that GBMC Finance can create journal entries to report all philanthropic giving and related fund activity. This includes preparing and submitting financial reconciliation report, providing President/CEO with the HealthCare Dollars raised report, and updating critical dashboard, including the monthly dashboard used during board meetings and the SDP dashboard. Serve as department lead in routine auditing process by providing documentation to GBMC Finance and external auditors in regard to Foundation revenue. Oversee the documentation and tracking of all temporary restricted and permanent endowment funds, ensuring compliance with donor intent and financial regulations. Produce reports and reminders for all pledges to capital campaigns, annual, major and principal gifts. Manage and oversee credit card transactions using SwipeSimple, ensuring accuracy and secure payment handling. Maintain and disseminate pertinent donor-related information, including obituaries and other relevant updates, to the team for awareness and stewardship opportunities. Routinely review the database for duplicate records, incomplete information, inconsistent coding, and other data-quality issues; coordinate and implement necessary corrections. Manage user access, security roles, system settings, and other administrative functions within Raiser’s Edge NXT. Serve as the primary contact with Blackbaud support, troubleshooting system issues and coordinating their resolution. Develop and maintain written procedures, data dictionaries, report definitions, gift-processing protocols, and other system documentation. Provide Raiser’s Edge NXT guidance and training to Foundation staff and promote consistent use of established data standards. Organizational Leadership & Project Management Function as a Blackbaud Super-User. Serve as the primary support contact for the department regarding any issues with Blackbaud systems, including troubleshooting, problem resolution and liaising with Blackbaud support as needed. Proactively keep directors and leadership informed, ensuring key initiatives, and deadlines remain on track through strategic communication and follow-up. Identify opportunities to streamline processes, automate routine work, strengthen data integrity, and improve reporting capabilities. Collaborate with Information Technology, Finance, Blackbaud, and other vendors to troubleshoot system, integration, and data issues. Ability to identify discrepancies, research their causes, and carry issues through to resolution. Exceptional attention to detail and commitment to data accuracy. All roles must demonstrate GBMC Values: Respect I will treat everyone with courtesy. I will foster a healing environment. Treats others with fairness, kindness, and respect for personal dignity and privacy Listens and responds appropriately to others’ needs, feelings, and capabilities Excellence I will strive for superior performance in every aspect of my work. I will recognize and celebrate the accomplishments of others. Meets and/or exceeds customer expectations Actively pursues learning and self-development Pays attention to detail; follows through Accountability I will be professional in the way I act, look and speak. I will take ownership to solve problems. Sets a positive, professional example for others Takes ownership of problems and does what is needed to solve them Appropriately plans and utilizes required resources for various job duties Reports to work regularly and on time Teamwork I will be engaged and collaborative. I will keep people informed. Works cooperatively and collaboratively with others for the success of the team Addresses and resolves conflict in a positive way Seeks out the ideas of others to reach the best solutions Acknowledges and celebrates the contribution of others Ethical Behavior I will always act with honesty and integrity. I will protect the patient. Demonstrates honesty, integrity and good judgment Respects the cultural, psychosocial, and spiritual needs of patients/families/coworkers Results I will set goals and measure outcomes that support organizational goals. I will give and accept help to achieve goals. Embraces change and improvement in the work environment Continuously seeks to improve the quality of products/services Displays flexibility in dealing with new situations or obstacles Achieves results on time by focusing on priorities and manages time efficiently Pay Range $74,965.56 - $127,441.45 Final salary offer will be based on the candidate's qualifications, education, experience and alignment with our organizational needs. Equal Employment Opportunity GBMC HealthCare and its affiliates are Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and expression, age, national origin, mental or physical disability, genetic information, veteran status, or any other status protected by federal, state, or local law.