Finance Data & Automation Analyst

FOUNDATION FOR THE CAROLINAS•Charlotte, NC

About The Position

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. 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 thinker—part analyst, part technologist, part problem-solver—who understands finance operations and can apply programming, systems, and automation tools to simplify and modernize how work gets done.

Requirements

Bachelor’s degree in Data Analytics, Finance, Accounting, Information Systems, Computer Science, or related field preferred
2–4+ 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
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
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
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
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

Responsibilities

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
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
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
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