Philanthropic Fund Analyst

FMOLHS • Baton Rouge, LA

8h

About The Position

The Philanthropic Fund Analyst plays an essential role in supporting the financial operations of donated fund activities across all foundations within the Franciscan Missionaries of Our Lady Health System (FMOLHS). Coordinating with ministry and health system finance leadership, this position ensures accurate and efficient handling of all philanthropic funds donated and spent within the foundations. It supports financial reporting, budgeting, and compliance, while collaborating with cross-functional teams within the Foundations, FMOLHS, and market-based operations to enhance philanthropic impact, transparency, and donor stewardship.

Requirements

• Experience: 4 years in Non-profit finance, fund accounting or foundation operations.
• Education: Bachelor's degree in Accounting, Finance, Business Administration or related field.
• Requires travel to each market for in-person opportunities to establish rapport with team members and leadership.
• Proficiency in financial software (e.g., Financial Edge, Excel, RENXT, Oracle).
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple priorities and work collaboratively across teams.

Responsibilities

• Fund Management & Expenditures … 35%
• Lead all foundation fund expense-related activities across all four markets including fund establishment and updates, expenditure approvals and transfers, and documenting and tracking planned expenditures.
• Manage the Blackbaud Financial Edge interface and coordinate with authorized users for fund access and expenditures.
• Ensures donations and related expenses for this fund are recorded timely in Foundation’s financial system, including payroll deductions.
• Develop and maintain Standard Operating Procedures for proactive “funded projects” management.
• Work with fund administrators (requirement is VP or higher) to ensure funds are spent as intended by donor; upon approval submit invoices for payment processing to Accounts Payable.
• Create impact reports and curate lists of expenditure examples for use in donor, board, and market communications.
• Collaborate with Foundation teams to share fund usage insights with stakeholders.
• Financial Reporting & Analysis … 25%
• Assist in standardizing and updating finance-focused board reports across all Foundations.
• Implement budget tracking tools and dashboards to improve spending insights for foundation leaders and authorized users.
• Support ROI assessments on fundraising activities including but not limited to events, raffles, and associated staffing costs.
• Prepare and manage gaming account reports, including transfers and expenditures.
• Assist with endowment fund calculations, reporting, and annual donor giving statements, ensuring compliance and accuracy.
• Compliance & Audit Support … 20%
• Support annual audit preparation and IRS Form 990 filings by providing the required documentation for accounting.
• Ensure adherence to financial policies, procedures, and regulatory requirements.
• Maintain documentation and records to support audit readiness and financial transparency.
• Cross-Functional Collaboration …15%
• Work closely with Philanthropic Services, Development, and Finance teams to align financial practices with strategic goals.
• Provide financial insights and support for donor stewardship and impact reporting.
• Participate in system-wide initiatives to improve financial operations and reporting consistency.
• Systems & Process Improvement … 15%
• Identify opportunities to streamline financial workflows and improve data integrity.
• Support implementation of financial systems and tools that enhance reporting and fund management.
• Train staff in financial procedures and systems as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level