Revenue Analyst

About PanCAN: 

Pancreatic cancer doesn’t stop or slow down, and neither do we.  At the Pancreatic Cancer Action Network (PanCAN), we accelerate critical progress for pancreatic cancer patients.  We take bold action by funding life-saving research, providing personalized patient services free of charge, and creating a community of supporters and volunteers who will stop at nothing to create a world in which all pancreatic cancer patients thrive.                              

We’re looking for people who, like us, will stop at nothing to make progress for patients. Our work is critical and meaningful, and it changes lives every day. Join us and be a part of it! 

POSITION SUMMARY

The Revenue Analyst plays an integral role in the stewardship of PanCAN’s donors. Through utilizing our Customer Relationship Management (CRM) database (Salesforce) and online donation platforms (Luminate Online and FundraiseUp), this role ensures gifts are accurately and timely entered and coded in our revenue management systems (Salesforce) daily. The Revenue Analyst plays a critical role in ensuring quality control of data with a close attention to detail as well as a strong understanding of our revenue sources, fundraising platforms, reporting systems, integration flows and reporting requirements. PanCAN’s Technology Enterprise Roadmap embraces continual improvement and investing in new technologies and processes. The Revenue Analyst is expected to champion operational efficiency and growth initiatives as we scale.

The position reports to the Assistant Controller and works collaboratively with the Finance, Business Operations, Community, Building & Growth, and Constituent Support teams as well as external vendors. Donor stewardship is paramount in all our work, and this role serves as a critical partner.

ESSENTIAL FUNCTIONS:

• Ensure donations are processed in the CRM daily
  • Process ACH and DAF gifts into CRM
  • Process daily online transaction disbursements from Luminate Online to CRM
  • Import gifts into CRM from online and offline sources (i.e., CDS Global, FundraiseUp, Benevity, etc.)
  • Adjust gift coding as needed (i.e., soft credits, tributes, memorials, etc.)
• Reconcile cash disbursements with revenue daily across fundraising disbursement platforms
  • Monitor fundraising disbursement platforms daily such as FundraiseUp, Blackbaud Merchant Services, PayPal, and others as required
• Support CBG (Community, Building & Growth) team fundraising goals
  • Ensure CRM gift coding meets organizational reporting needs
  • Ensure revenue coding follows data hygiene best practices
  • Provide channel level reporting in support of monthly/annual/long-range goals
  • Provide donor materials (i.e., donor budgets) for proposals, agreements, etc.
  • Ensure matching gifts and tributes are accurately reflected in CRM
• Assist the Finance team with month-end close
  • Revenue reconciliation
  • CRM and ERP reconciliation
  • Net Contribution Reporting
• Support special projects
  • Collaborate with the Business Operations, CBG 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.
• Other duties and projects as assigned

EDUCATION REQUIREMENTS:

• Bachelor's Degree (BA/BS) from a 4-year accredited university preferably in Finance, Data Systems, Accounting or Business, or a related field, or equivalent combination of education, training and experience that provides the required knowledge, skills, and abilities required.

QUALIFICATIONS AND REQUIREMENTS: 

The following are the minimum qualifications needed to successfully perform the duties and responsibilities of this position.

• Years of experience may vary based on the position, duties, and responsibilities. Preferred years of experience are 3+ years of relevant work experience including 2+ years in the non-profit space
• Prior Salesforce, Luminate Online or similar non-profit system experience strongly preferred
• Proven track record working in a fast-paced organization efficiently and accurately processing a high volume of offline and online gifts each day (over 5,000 gifts per month)
• Excellent organizational and problem-solving skills and proven track record multi-tasking and prioritizing activities and schedules to meet tight deadlines
• Proven track record improving integration and import processes of donor data into a CRM
• Flexible and innovative thinker with a process improvement mindset
• Strong attention to detail
• Strong collaborator
• Excellent verbal and written communication skills
• Excellent customer service skills with stewardship as a core value to our work
• Experience with revenue reconciliation and month-end close
• Intermediate Microsoft Excel and Power BI skills

SALARY RANGE: ($66.5-76k) PanCAN is committed to providing fair and transparent employee pay.  Our compensation policy and practices integrate years of relative experience, skills, job duties, functions, responsibilities, education, certifications, expertise, PanCAN seniority, position/title, department, market conditions, and merit, and may also include geographic location. Our base salaries range from Entry level to Experienced and max at Expert level. The base pay range included herein is specific and germane to the job/position/opening as described within this announcement. Please note that the posted pay range is provided as a general guideline. Actual compensation offered may differ from the stated range if the posted qualifications are not fully met and will be determined based on relevant experience, skills, and qualifications specific to this role.

The Offer:  To support the people fighting the world’s toughest cancer, we provide our staff with the resources, care, and sparkle to do and be their best in and out of the office. We offer competitive salaries, flexible work arrangements, exceptional time off, and health and welfare benefits creating an extraordinary workplace and culture that our team members highly recommend to friends and colleagues.

Expectations for All Employees:  Support the organization’s mission and goals by exhibiting the following core values:  Deliver Excellence, Service & Gratitude, Accountability, Team, and Sparkle Spirit!  Individuals assigned to this position must be able to work in a fast-paced, deadline-driven environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands and to seek management assistance as appropriate.

GENERAL INFORMATION 

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all required duties, responsibilities and skills.

Individuals assigned to this position must be able to work in a fast-paced, deadline driven environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands and to seek management assistance as appropriate.