Data Analytics & Finance Coordinator

American Heart Association, Inc.; Houston (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

PTO 16 days/year

Paid holidays

Tuition Assistance

Professional development

Job summary

The American Heart Association is hiring a Finance & Reporting Coordinator (Data Analytics Coordinator) in Houston, TX to support the Greater Houston team with data analytics, CRM, budgeting, and donor reporting. This office-based role requires living in the Houston area and offers professional development opportunities.

You will manage data quality, donor communications, and financial reporting while assisting SVP/Executive Director with donor stewardship and timely reporting.

Qualifications

• 3+ years of related experience; exec-level support preferred.
• Ability to work quickly with minimal supervision and handle sensitive information.
• Proficient in MS Office; Excel, PowerPoint, Word.
• Strong organizational and communication skills.

Responsibilities

• Provide technical support to the Greater Houston team and SVP/Executive Director related to data analytics, database management, reporting, and financials.
• Lead on database management and data quality checks using CRM database and other event specific software.
• Management of accounting, financing, and reporting including processing checks/donations, incoming mail, cash handling, bank runs, and invoices.
• Adhere to budgeting standard processes, including tracking and pulling budgets.
• Guide on all accounts receivables for the market and cash handling policies including budget coding.
• Maintain donor contact information lists and communicate regularly with donors.
• Work with SVP/Executive Director to ensure timely stewardship and follow-up needs are met for key donors, board members and committee members.
• Maintain an orderly filing system for correspondence and other documents.
• Conduct research on current and prospective donors, board members, and leadership volunteers to identify backgrounds, past giving history, wealth indicators, philanthropic motivations, and more.
• Segment current and prospective donor data, synthesize information and disseminate results through written profiles and reports. Interpret, analyze, and synthesize biographical and financial information on individuals, foundations, and corporations.
• Type and design general correspondence, memos, charts, tables, graphs, spreadsheets, etc. Proofreads copy for spelling, grammar, and layout, making appropriate changes. Responsible for accuracy and clarity of final copy.
• Other duties as assigned by supervisor.

Skills

Data analytics

CRM database management

Budgeting/financial reporting

Strong communication

Education

High School diploma or equivalent

Tools

CRM software

Excel

Outlook

PowerPoint

Word

Job description

The American Heart Association is hiring a Finance & Reporting Coordinator (Data Analytics Coordinator) in Houston, TX to support the Greater Houston team with data analytics, CRM, budgeting, and donor reporting. This office-based role requires living in the Houston area and offers professional development opportunities.

You will manage data quality, donor communications, and financial reporting while assisting SVP/Executive Director with donor stewardship and timely reporting.