Financial Development Assistant

Greater Philadelphia YMCA • Conshohocken, PA

1d • Hybrid

About The Position

The Greater Philadelphia YMCA is seeking a passionate Financial Development Assistant to join their team. This role focuses on positively impacting the community by supporting children's potential and changing lives within the Y community. The position involves connecting with people and sharing the organization's mission.

Requirements

• Salesforce Administrator certification and/or Trailhead credentials
• Experience with integrations (online giving platforms, marketing automation, accounting systems)
• Knowledge of nonprofit accounting and fund accounting principles
• Commitment to the organization’s mission, values, and commitment to equity and inclusion
• Bachelor’s degree or equivalent professional experience
• 3+ years of experience in nonprofit development operations, advancement services, or database administration
• Hands-on experience administering Salesforce Nonprofit Success Pack (NPSP)
• Strong understanding of fundraising operations, gift processing, and donor stewardship
• Demonstrated ability to create reports and dashboards in Salesforce
• High attention to detail with a commitment to data accuracy and confidentiality
• Strong organizational and time-management skills; ability to manage multiple priorities and deadlines

Responsibilities

• Experienced in Salesforce NPSP, including user support, data entry standards, and system configuration within established governance.
• Manage constituent records, relationships, households, affiliations, opportunities, recurring donations, and soft credits.
• Create and maintain reports and dashboards to support fundraising strategy, forecasting, and performance tracking.
• Perform regular data quality checks, de-duplication, imports, and mass updates using approved tools.
• Document processes, data standards, and workflows; recommend improvements to enhance efficiency and accuracy.
• Coordinate with internal or external Salesforce administrators/consultants on enhancements, integrations, and releases
• Process and reconcile gifts from multiple channels (online, checks, DAFs, events, stock, matching gifts) in a timely and accurate manner
• Ensure proper coding of gifts, campaigns, funds, appeals, and restrictions in alignment with accounting and reporting requirements
• Partner with Finance on gift reconciliation, month-end close, and audit support
• Manage recurring giving and pledge schedules; monitor exceptions and follow up as needed
• Generate timely and accurate gift acknowledgments, tax receipts, and donor correspondence
• Support stewardship initiatives by preparing donor lists, giving histories, and recognition reports
• Ensure compliance with IRS substantiation requirements and organizational policies
• Produce regular and ad hoc reports for leadership, board, and development staff
• Support annual giving, major gifts, grants, and events with data, lists, and analysis
• Assist with campaign and appeal tracking and post-campaign analysis
• Provide training and day-to-day support to development staff on Salesforce and data best practices
• Collaborate with Marketing/Communications on segmentation and data needs
• Support special projects, system migrations, or process improvements as assigned

Benefits

• Free YMCA membership - access to all branches!
• 50% off programming including swimming lessons as well as childcare programs (early learning care, before and after care, day camp and overnight camp).
• Comprehensive benefits package which includes health, dental and vision insurance, paid time off, tuition reimbursement, etc.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees