Revenue Analyst

Pancreatic Cancer Action Network•El Segundo, CA

About The Position

The Revenue Analyst supports donor stewardship by ensuring gifts are accurately and promptly entered and coded in PanCAN’s revenue management systems. The role uses Salesforce and online donation platforms including Luminate Online and FundraiseUp, with responsibility for data quality and a strong understanding of revenue sources, fundraising platforms, reporting systems, integration flows, and reporting requirements. The analyst is expected to champion operational efficiency and growth initiatives as the organization scales. The position reports to the Assistant Controller and collaborates with Finance, Business Operations, Community, Building & Growth, and Constituent Support teams, as well as external vendors. Donor stewardship is a critical aspect of the role. The role also supports fundraising goals and organizational reporting through revenue reconciliation, channel-level reporting, donor materials, month-end close activities, and special projects. It contributes to process improvements and the adoption of new tools, AI capabilities, reporting, insights, and analysis, and develops and maintains written standard operating procedures for gift and revenue management processes.

Requirements

Bachelor’s degree from a four-year accredited university, preferably in Finance, Data Systems, Accounting, Business, or a related field, or an equivalent combination of education, training, and experience.
Preferred: 3 or more years of relevant work experience, including 2 or more years in the nonprofit sector.
Proven ability to work efficiently and accurately in a fast-paced organization processing a high volume of online and offline gifts each day (over 5,000 gifts per month).
Excellent organizational and problem-solving skills, with a proven ability to multitask and prioritize activities and schedules to meet tight deadlines.
Proven track record improving integration and import processes for donor data into a CRM.
Flexible and innovative thinker with a process-improvement mindset.
Strong attention to detail.
Strong collaboration skills.
Excellent verbal and written communication skills.
Excellent customer-service skills, with donor stewardship as a core value.
Experience with revenue reconciliation and month-end close.
Intermediate Microsoft Excel and Power BI skills.
Ability to work in a fast-paced, deadline-driven environment, juggle and prioritize multiple competing tasks and demands, and seek management assistance as appropriate.

Nice To Haves

Prior experience with Salesforce, Luminate Online, or a similar nonprofit system is strongly preferred.
A degree in Finance, Data Systems, Accounting, Business, or a related field is preferred.

Responsibilities

Ensure donations are processed in the CRM daily.
Process ACH and donor-advised fund (DAF) gifts into the CRM.
Process daily online transaction disbursements from Luminate Online to the CRM.
Import gifts into the CRM from online and offline sources, including CDS Global, FundraiseUp, and Benevity.
Adjust gift coding as needed, including soft credits, tributes, and memorials.
Reconcile cash disbursements with revenue daily across fundraising disbursement platforms.
Monitor fundraising disbursement platforms daily, including FundraiseUp, Blackbaud Merchant Services, and PayPal.
Support Community, Building & Growth team fundraising goals.
Ensure CRM gift coding meets organizational reporting needs and follows data-hygiene best practices.
Provide channel-level reporting in support of monthly, annual, and long-range goals.
Provide donor materials, such as donor budgets, for proposals and agreements.
Ensure matching gifts and tributes are accurately reflected in the CRM.
Assist the Finance team with month-end close activities, including revenue reconciliation, CRM and ERP reconciliation, and net contribution reporting.
Support special projects.
Collaborate with Business Operations, Community, Building & Growth, and Program Management teams to implement new tools, AI capabilities, reporting, insights, and analysis in support of revenue goals.
Identify and recommend revenue-management operational efficiencies to leadership and implement changes as agreed upon.
Develop and maintain written standard operating procedures for gift and revenue management processes.
Perform other duties and projects as assigned.