Development Finance Manager

SAN FRANCISCO OPERA ASSOCIATION•San Francisco, CA

21d•$90,000 - $100,000

About The Position

PURPOSE: To manage efficiently and effectively the Development Department’s fiscal, analytical and operational functions related to fundraising, especially budgeting, forecasting, reporting and analyses. To support and partner with the Chief Philanthropy Officer (CPO) to optimize fiscal resource allocation and provide information and data to inform strategic and operational fundraising efforts.

Requirements

Bachelor’s degree from an accredited college or university and MBA or CPA (preferred), or equivalent work experience.
Minimum five to seven (5-7) years’ experience and proven success in budgeting, preferably in a fundraising environment.
Working knowledge of and practical experience with fundraising and reporting contributed revenue
Knowledge of principles and practices of fundraising; financial accounting (GAAP) and budgeting applications; and IRS and FASB regulations regarding charitable giving.
Outstanding and proactive solution-oriented problem solving and follow-up skills.
Proficiency in Microsoft Office applications including Excel, Word and PowerPoint; database skills desirable.
Ability to work independently; prioritize tasks; and exercise good judgment and initiative.
Ability to manage multiple, competing priorities successfully.
Ability to thrive in a fast-paced, rapidly changing environment.
Outstanding interpersonal skills including the ability to interact with others in a professional, confidential and tactful manner.
Ability to communicate clearly and effectively, both orally and in writing.
Must perform the functions of the position in a safe manner.

Nice To Haves

Proficiency in Tessitura revenue management system highly preferred; knowledge of Adaptive financial reporting system a plus.
Interest and knowledge in classical music and performing arts.

Responsibilities

Develop, maintain and update budgets (operational, capital and campaigns) related to fundraising, both revenue and expense.
Provide reporting to multiple constituents (e.g., staff, leadership, Board) at various frequencies and various types and formats of reporting regarding the status of financial fundraising and expenditures.
Work in close collaboration with the CPO to ensure key objectives and strategic goals are incorporated into all financial projections.
Analyze and provide financial and other fundraising-related data in usable and meaningful formats to Department, Executive and Board Leadership constituents that support and inform business actions, convey options, propose recommendations and drive strategy.
Serves as the primary liaison with the Finance department for financial needs and actions related to the fundraising department, including but not limited to monthly contributed revenue reconciliations, audit requests, fiscal year end reporting, requests regarding the 990 and state filings.
Support the fundraising team with various reporting throughout the year, including but not limited to weekly fundraising revenue reports, FYE and CYE special fundraising status reports, various specific giving history and donor comparison reports as needed.
Partner with CPO in overall fundraising outlook and strategy from a financial perspective including reviews of annual metrics: lifetime giving, historical fundraising revenue history, and others.
Review, approve, process and track all departmental invoices and expenditures.
Respond timely to requests for financial information for various grants and reports, including but not limited to DataArts, Opera America, Koret Foundation, etc.
Oversee the financial metrics for an annual company fundraiser and various donor challenge fundraising instances.
Analyze departmental financial resource allocations to recommend optimal expenditures in fundraising.
Develop forecasting models for revenue projects as appropriate.
Reconcile monthly financial close reports and adjust or correct as necessary via journal entry requests to Finance.
Ensure all financial results and forecasting complies with GAAP; work with the Finance Department to ensure all necessary supporting documentation is submitted properly.
Performs other job-related duties as assigned.