Franciscan Missionaries of Our Lady Health System

Philanthropic Fund Analyst

Franciscan Missionaries of Our Lady Health System

full-time

Posted on:

Location Type: Hybrid

Location: Baton Rouge • Louisiana • United States

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About the role

  • 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.
  • 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.
  • 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.
  • 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.
  • 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.

Requirements

  • 4 years in Non-profit finance, fund accounting or foundation operations.
  • Bachelor's degree in Accounting, Finance, Business Administration or related field.
Benefits
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
fund accountingfinancial reportingbudget trackingimpact reportingaudit preparationIRS Form 990financial proceduresexpenditure approvalsdonor stewardshipdata integrity
Soft Skills
collaborationcommunicationorganizational skillsleadershipproblem-solvingattention to detailtrainingstakeholder engagementstrategic alignmentworkflow improvement