Data and Financial Specialist

Key Responsibilities:

Financial Management:

• Oversee financial data entry, reconciliation, and reporting for grants, funding sources, and operational budgets.
• Maintain and analyze financial records, ensuring compliance with nonprofit accounting principles and donor requirements.
• Assist in preparing monthly, quarterly, and annual financial reports for internal and external stakeholders.
• Support budget development, forecasting, and financial planning for programs and initiatives.
• Process invoices, monitor accounts payable/receivable, and track expenditures to ensure financial accountability.
• Assist in preparing financial documentation for audits and grant compliance reviews.
• Work closely with program managers to align budgets with program goals and funding constraints.
• Collaborate with external accountants and auditors to ensure accuracy in financial statements and regulatory filings.

Data Management & Analysis:

• Maintain and manage data tracking systems, ensuring accuracy and integrity of program and financial data.
• Collect, clean, and analyze data to generate reports on program impact, participant outcomes, and organizational performance.
• Ensure compliance with data privacy and security regulations, maintaining confidentiality in handling sensitive information.
• Generate data visualizations, dashboards, and reports to support strategic planning and decision-making.
• Develop and implement data collection processes to measure program effectiveness and grant deliverables.
• Provide technical support and training to staff on data management systems and best practices.
• Assist in preparing reports and documentation for funders, government agencies, and other stakeholders.

Collaboration & Compliance:

• Work closely with leadership, program staff, and external partners to ensure data-driven financial and programmatic decision-making.
• Ensure financial transactions and reporting meet the standards of grant agreements, donor requirements, and nonprofit best practices.
• Assist in streamlining financial and data workflows to improve efficiency and effectiveness within the organization.
• Support fundraising and grant writing efforts by providing financial data and program metrics.
• Maintain up-to-date knowledge of financial regulations, grant compliance requirements, and best practices in nonprofit financial management.

DISCLAIMER:

• The information provided in this description has been designed to indicate the general nature and level of work performed by incumbents within this job. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications and working conditions required of employees assigned to this job. Management has sole discretion to add or modify duties of the job and to designate other functions as essential at any time. This job description is not an employment agreement or contract.

Qualifications:

• Bachelor's degree in finance, accounting, data analytics, business administration, or a related field (or equivalent work experience).
• Experience in nonprofit financial management, accounting, or data analysis preferred.
• Proficiency in accounting software, data management tools, and Microsoft Office Suite (Excel, Word, PowerPoint).
• Strong analytical skills with the ability to interpret financial and program data.
• Knowledge of grant compliance, nonprofit financial regulations, and reporting requirements.
• Detail-oriented, with strong organizational and problem-solving skills.
• Ability to work independently and collaboratively across teams.
• Excellent communication skills, both written and verbal.
• Experience with CRM, donor management, or financial management software is a plus.

This position is ideal for a professional with a passion for data-driven decision-making and financial accountability in the nonprofit sector. By ensuring accurate financial and data management, the Data and Financial Specialist plays a critical role in advancing the organization’s mission and impact.