Finance & Reporting 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

Overview

Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today’s biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.

We’re hiring a Finance & Reporting Coordinator (Data Analytics Coordinator) in Houston, TX, who will provide complex administrative support/technical program assistance to the Greater Houston team. The successful candidate will have a high level of analytical ability, a multi-tasking mindset, be self-motivated and self-directed, and possess excellent administrative skills.

This is an office-based position, and the candidate must live in the Houston area.

The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally.

#TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us onLinkedIn,Instagram,Facebook,X, and atheart.jobs.

Responsibilities

Some of the responsibilities will include:

• 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. This also includes follow-up on donor pledge payments.
• 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. Includes attending monthly accounting calls and sharing highlights with team.
• 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.

Want to move your resume to the top so that you can become a “Relentless force for a world of longer, healthier lives?” Here are some of the requirements:

Qualifications

• High School diploma or equivalent
• 3 + years ofrelated experience. 1 year supporting senior/executive-level management is preferred.
• Proven ability in working and making decisions quickly and independently with little to no direct supervision.
• Ability to work in a team environment and interact with all levels of staff, volunteers, and the public.
• Proven organization skills, detail-oriented, and experience handling sensitive and confidential information.
• Skilled in effective verbal and written communications including conversing by telephone, business writing with clear and concise narrative reports, evaluations, and other narrative pieces.
• Abilityto lift and/or move large objects (such as boxes) with the expectation that heavier items would be broken down into smaller components or requesting additional assistance may be required before lifting and/or moving.
• Proficient in Microsoft Office including Excel, Outlook, PowerPoint, and Word.

Compensation & Benefits

The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details.

• Compensation – Our goal is to ensure you have a competitive base salary. That’s why we regularly review the market value of jobs and make adjustments, as needed.
• Performance and Recognition – You are rewarded for achieving success through annual salary planning and incentive programs.
• Benefits – We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.
• Professional Development – You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. Heart U is the Association’s national online university, with more than 100,000 resources designed to meet your needs and busy schedule.
• Work-Life Harmonization – The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.
• Tuition Assistance - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.

The American Heart Association’s 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the Association will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.

At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities.This position not a match with your skills?

In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.

EOE/Protected Veterans/Persons with Disabilities

#LI-Onsite, #AHAIND2