Philanthropic Fund Specialist/Financial Analyst in Tampa, FL

Jennifer Schmitt

Financial Analyst

• Tampa, FL
• Moffitt Business Center at Intellicenter (MBC)
• Development Services
• Req #: 50390

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At Moffitt Cancer Center, we come face-to-face with cancer every day, but we also see courage. And it inspires us to be the safest and best place for cancer care – to bring greater hope to every patient we serve. It’s why we’ve been continually named One of the Top Places to Work in the Tampa Bay Area. As the only National Cancer Institute-designated Comprehensive Cancer Center based in Florida, Moffitt employs some of the best and brightest minds from around the world. Moffitt is the leading cancer hospital in both Florida and the Southeast and has been nationally ranked by U.S. News & World Report since 1999. Because working at Moffitt is both a career and a mission: to contribute to the prevention and cure of cancer. Join a dedicated, diverse and inclusive team of over 7,000 to be a part of the Courageous future we envision.

Summary

Philanthropic Fund Specialist

Position Highlights:

The Philanthropic Fund specialist will assist with the many financial activities of the Foundation, including preparation of selected financial reports as well as selected summaries and forecasts for future program growth, accounting, purchasing, and investments. Assist with new fund establishment, fund disbursement/reimbursement processes, and fund communications. Assists with maintaining financial operating reports, reviewing, and analyzing financial details, as well as preparing financial reports for presentation to senior leadership. Serves as backup to the Foundation Finance Assistant. Assist with various ad hoc request as needed.

The Ideal Candidate

• Minimum two (2) years experiences in accounting / financial analysis environment is required.
• Bachelor’s Degree within the field of study of Business, Accounting, or related field.
• Experience in accounting / financial analysis environment with a concentration on philanthropy.
• Experience working in a healthcare organization preferred.
• Experience in all aspects of philanthropic funds, including receiving and processing requests, monitoring completeness and accuracy of requests, updating balances, setting up new funds, and communicating with accountable officers.

Responsibilities:

Philanthropic Fund Management

• Assist with maintaining an active listing of fund accounts by routinely pulling data from the Found database and updating the Active Fund spreadsheet to include all new funds, accountable officer changes, and updated fund purposes.
• Respond to inquires from organizational personnel regarding general fund related questions.
• Respond to inquiries from Foundation staff regarding fund placement for new gifts.
• Assist management with the review and reconciliation of individual funds by pulling gift history details in RE, comparing details to accounting reports, and researching discrepancies. Also, assist with the monthly reconciliation of gift activity, by fund, provided by Accounting.
• Assist management with streamlining and restructuring funds.
• Assist with the preparation of monthly fund reports, by program area, and assist with disseminating them to appropriate personnel.
• Perform routine audit procedures of gift activity to ensure gifts are recorded to the appropriate fund and donor intent is documented properly.
• Assist with review of incoming distribution requests to ensure accuracy and completeness. Work with the requester to obtain missing and/or incomplete documentation. Verify fund balances are adequate and document verification on the requests.
• Track all incoming distribution requests and maintain records of approved requests, as well as supporting documentation.
• Prepare analysis of historical distributions, by fund or program area, as requested.
• Monitor and review open 09 activities for aging of accounts, provide recommendation for potential closures, and work with assigned RFA’s to document status of accounts.
• Assist management with the monthly review of expenses applied to 09 activity accounts.
• Assist with analyzing Foundation department expenses and perform comparison to annual budget.
• Assist with compiling data for the annual IRS 990.
• Procedures for Finance Assistance, such as inputting PO requests and invoices.
• Assist with cash deposit procedures as needed.

Financial Software Implementation & Maintenance

• Assist management with the implementation of a new foundation financial software to track fund performance and spending.
• Perform various procedures putting data and pulling reports for external reporting purposes.

Additional Skills required:

• Experience in monitoring and maintaining administrative policies, procedures, and compliance.
• Experience with donor databases, such as Raiser's Edge.
• Experience in business operations, including purchasing and invoicing;
• Strong problem solving and organizational skills; the ability to interact effectively with a variety of people in a team emphasized environment; strong attention to detail; and the ability to meet multiple priorities under strict deadlines is essential; ability to support significant change.
• Demonstrated knowledge and application of financial best practices.
• Results driven, strategically-minded and eager to partner with Foundation teams to help them achieve their fundraising goals.

Credentials and Qualifications:

• Bachelor’s Degree within the field of study of Business, Accounting, or related field.
• Minimum two (2) years experiences in accounting / financial analysis environment is required.

Preferred:

• Experience in accounting / financial analysis environment with a concentration on philanthropy.
• Experience working in a healthcare organization preferred.
• Experience in all aspects of philanthropic funds, including receiving and processing requests, monitoring completeness and accuracy of requests, updating balances, setting up new funds, and communicating with accountable officers.