Foundation Financial Analyst

Location: Medical Plaza One, 9800 S Healthpark Drive, Fort Myers, FL 33908

Department: Lee Memorial Foundation

Work Type: Full Time

Shift: Shift 1 – 8:00:00 AM to 4:30:00 PM

Minimum to Midpoint Pay Rate: $22.78 – $29.62 per hour

The Foundation Financial Analyst is responsible for the integrity, accuracy, and strategic use of the Foundation’s financial and fundraising data. The role manages the Foundation’s two core technology platforms – Blackbaud Raisers Edge NXT and Blackbaud Financial Edge NXT – and ensures the seamless flow and reconciliation of financial data between them. The Analyst reconciles and analyzes Foundation financial information, tracks key data points, and develops, maintains, and continuously improves Standard Operating Procedures (SOPs) for all database, reporting, and financial workflows.

The Analyst drafts new SOPs, updates existing ones, and prepares all documentation for review and approval by the Director of Foundation Operations to ensure accuracy, consistency, and alignment with organizational standards.

Reports to the Director of Foundation Operations.

Education: Bachelor’s degree in accounting, finance, business administration, or a related field required. Five years of relevant experience may be considered in lieu of a degree.

Experience: Two years of experience in finance, accounting, or data management required. Two years of experience in data and financial analysis required. Experience with customer relationship management software or comparable CRM such as Blackbaud Raiser's Edge NXT or Financial Edge NXT accounting platform preferred. Experience leading or participating in a CRM system migration or re‑implementation preferred.

Certification: N/A

License: N/A

Other: Working knowledge of nonprofit fund accounting principles, including restricted and unrestricted fund management. Demonstrated ability to manage complex data systems and maintain integrity across integrated platforms. Strong organizational skills with the ability to manage competing priorities and deadlines. Excellent communication skills, including the ability to translate complex financial data into clear, actionable information for a non‑finance audience. Proficiency in Microsoft Office Suite, with advanced Excel skills preferred.

US: FL:
Fort Myers