Finance & Reporting Coordinator

American Heart Association•Houston, TX

6d•Onsite

About The Position

Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today’s biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us. We’re hiring a Finance & Reporting Coordinator ( Data Analytics Coordinator) in Houston, TX , who will provide complex administrative support/technical program assistance to the Greater Houston team. The successful candidate will have a high level of analytical ability, a multi-tasking mindset, be self-motivated and self-directed, and possess excellent administrative skills. This is an office-based position , and the candidate must live in the Houston area . The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally. #TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedIn , Instagram , Facebook , X , and at heart.jobs .

Requirements

High School diploma or equivalent
3 + years of related experience.
1 year supporting senior/executive-level management is preferred.
Proven ability in working and making decisions quickly and independently with little to no direct supervision.
Ability to work in a team environment and interact with all levels of staff, volunteers, and the public.
Proven organization skills, detail-oriented, and experience handling sensitive and confidential information.
Skilled in effective verbal and written communications including conversing by telephone, business writing with clear and concise narrative reports, evaluations, and other narrative pieces.
Ability to lift and/or move large objects (such as boxes) with the expectation that heavier items would be broken down into smaller components or requesting additional assistance may be required before lifting and/or moving.
Proficient in Microsoft Office including Excel, Outlook, PowerPoint, and Word.

Responsibilities

Provide technical support to the Greater Houston team and SVP/Executive Director related to data analytics, database management, reporting, and financials.
Lead on database management and data quality checks using CRM database and other event specific software.
Management of accounting, financing, and reporting including processing checks/donations, incoming mail, cash handling, bank runs, and invoices. This also includes follow-up on donor pledge payments.
Adhere to budgeting standard processes, including tracking and pulling budgets.
Guide on all accounts receivables for the market and cash handling policies including budget coding. Includes attending monthly accounting calls and sharing highlights with team.
Maintain donor contact information lists and communicate regularly with donors.
Work with SVP/Executive Director to ensure timely stewardship and follow-up needs are met for key donors, board members and committee members.
Maintain an orderly filing system for correspondence and other documents.
Conduct research on current and prospective donors, board members, and leadership volunteers to identify backgrounds, past giving history, wealth indicators, philanthropic motivations, and more.
Segment current and prospective donor data, synthesize information and disseminate results through written profiles and reports.
Interpret, analyze, and synthesize biographical and financial information on individuals, foundations, and corporations.
Type and design general correspondence, memos, charts, tables, graphs, spreadsheets, etc.
Proofreads copy for spelling, grammar, and layout, making appropriate changes. Responsible for accuracy and clarity of final copy.
Other duties as assigned by supervisor.