Showing Up for Racial Justice (SURJ): Development Database and Finance Associate
Job Post
Accounting & Finance
United States · Remote
Posted on Thursday, May 30, 2024
Showing Up for Racial Justice (SURJ): Development Database and Finance Associate
Location
Remote
Salary
65,000 / Yearly
Company
Showing Up for Racial Justice (SURJ)
Department
Finance
Employer Type
Non-Profit
Application Link
Application Instructions
To apply, fill out this form and upload your resume and cover letter at the end of the form. Applications will be accepted on a rolling basis, with interviews currently scheduled to occur in early June. https://docs.google.com/forms/d/e/1FAIpQLSfzUgOSNQf4nOTvI-OTrKeYA7SfQxW6VNrtC2cGv-HwB55tcg/viewform
Application Link
https://drive.google.com/file/d/1hXS6i59lioenZGx5aSiZVrYCV_vIfP3X/view
Job Description
**[Showing Up for Racial Justice (SURJ)](http://www.surj.org/) **is a national organization that brings white people into fights for racial and economic justice. We work to undermine the power of the Far Right and build the white flank of multiracial majorities fighting for the things all communities need. We organize white people by engaging their shared interest-- what they stand to gain by joining alongside people of color. We do this through 150+ local chapters across the US and Canada, a National Membership base, and local base building projects in the South.
### **Summary of Position: **
SURJ is seeking a Development Database and Finance Associate who will play a key role on the development team by maintaining an accurate database with maximized reporting and automations to support SURJ’s ambitious fundraising goals.
A successful person in this role will ensure data accuracy and integrity, oversee gift processing and gift acknowledgment, direct the monthly and yearly development/finance gift reconciliation process, run regular development reports, including weekly giving reports, monthly progress to goal reports, and development activity reports, and manage the donor tracking system in coordination with our larger team. This role will also work closely with the larger SURJ data team to ensure that fundraising data is integrated with other kinds of data tracked in our CRM. We are looking for someone who is data driven, loves a spreadsheet, is excited about taking on complex tasks and finding solutions to data problems, and is motivated by SURJ’s mission.
This position will report to the Deputy Director of Development. This position is included in a union-represented collective bargaining unit, and specific terms and conditions of employment are subject to negotiations for a Collective Bargaining Agreement. The person taking this role will be required to sign a Non-Disclosure and Confidentiality Agreement because they will have access to confidential information.
### **PRIMARY RESPONSIBILITIES **
_Essential duties and responsibilities may include, but are not limited to the following**: **_
**Priority 1: Data Management (50%) **
- Maintain electronic gift and donor documentation records.
- Complete gift processing procedures which entails manually entering gifts in
- EveryAction, overseeing gift tracking from ActBlue and other financial processing tools, and reconciling gift information with the Finance department.
- Upload bulk data as provided by Development staff into EveryAction, including notes and next steps, to support accurate tracking of donor engagement and fundraising asks.
- Support accurate moves management plans for SURJ’s solicitors, so that EveryAction reflects the most up to date information about donor engagement.
- Maintain glossary of tags, activist codes, and revenue streams related to SURJ’s financial data and ensure these data tracking tools are fully utilized.
**Priority 2: Cash Flow and Financial Reporting (30%) **
- Supply Finance team with relevant data from EveryAction for accounting purposes.
- Generate bi-monthly cash flow reports to track progress towards monthly, quarterly, and annual fundraising goals.
- Meet regularly with the Finance team to compare fundraising results to projections.
- Manage reporting at the close of each quarter to assess fundraising progress and guide the Development team’s adjustments in fundraising strategies.
- Manage revenue streams in EveryAction and leverage SURJ’s CRM to generate financial reports as needed.
- Maintain financial reporting dashboards under the direction of the Deputy Director of Development.
**Priority 3: Donor Engagement Support (20%) **
- Manage automations for SURJ’s donor thank you process and execute gift acknowledgements in a timely manner in coordination with SURJ solicitors.
- Format email templates and complete A/B testing in EveryAction for fundraising emails in collaboration with Development staff.
- Provide timely and friendly technical support to donors who would like to donate, have questions about their payments or would like to manage recurring donations.
- Generate pledge reminders and partner with Development staff to facilitate pledge payments.
- Support the donor tax letter process on a quarterly basis.
- Support Development staff with administrative tasks, including appeal mailings, pulling custom reports, and tracking event registrations.
### **QUALIFICATIONS**
- 3+ years of experience managing member and donor databases in EveryAction or a similar database.
- 3+ years of experience handling confidential financial data, tracking donations, and generating income reports.
- Experience working on or closely with a Development team, with a clear understanding of the role data management plays in building strong, sustainable organizations and movements.
- SURJ policy requires all employees to be fully vaccinated against COVID-19, subject to reasonable accommodation under federal, state, and local law. Accommodations may be not possible for positions that require in-person contact with other staff or members of the public.
### **KNOWLEDGE**
- Familiarity with organizing spaces and electoral work, and a commitment to racial, social, and economic justice.
- Class consciousness and the ability to communicate clearly and respectfully with members, board, and staff from diverse class backgrounds, communities, geographies, and cultures.
- Understanding of fundraising as organizing and giving as an action.
- Prior experience with EveryAction or another fundraising CRM strongly preferred.
- Proficiency in Google Workspace, particularly Google Sheets, strongly preferred.
- Experience with ActBlue preferred.
- Experience with SQL and BigQuery preferred.
- Experience with Asana or a similar project management software preferred but not required.
### **SKILLS**
- Outstanding interpersonal skills and capacity to work with people across a broad spectrum of differences, especially lines of race and class. The ability to build trust and work with a wide range of individuals and personalities, and to establish and maintain effective working relationships.
- High level of integrity and adherence to strict confidentiality when handling private or sensitive organizational and donor information.
- Excellent time management skills and excellent judgment on how to effectively juggle competing priorities and deadlines.
- Strong written and verbal communication skills, with a knack for distilling complex data into succinct, accessible terms.
- Excellent attention to detail and analytical skills, alongside a sharp eye for broader strategic vision and priorities.
### **ABILITIES**
- Flexible, with the ability to drive work forward while also responding to shifting priorities.
- Creative problem-solver and innovator who can maintain clear, thoughtful systems while actively seeking ways to experiment and improve them.
- Reliable and self-driven, with a keen sense of follow-through and accountability.
- Demonstrated ability to work both independently and as part of a team.
- Solutions-oriented thinker who can support team members in troubleshooting and brainstorming around data and finance issues as needed.
- Interested and excited by data and the role of data in social justice movements.
- Ability to learn new technologies and processes quickly, and to look proactively for ways to expand on your knowledge and skills.
- Comfortable working remotely across a distributed team with minimal day-to-day supervision.
### **BENEFITS**
- Annual Salary: $65,000
- Health, dental and vision insurance including available employer contribution toward spouse, children and family coverage
- 401K retirement plan with up to 6% employer match
- Twenty (20) days paid time off per year (prorated)
- Twelve (12) days of sick leave per year (prorated)
- Thirteen (13) paid holidays per year
- Three additional paid weeks off for organization-wide shutdown summer & winter breaks
- Employer paid short-term and long-term disability insurance
- Employer paid life insurance
- All staff works remote from home
- Monthly technology support reimbursement (internet, phone)
- Professional development resources each year
- Paid parental leave
- Paid sabbatical after 5 years
### **TO APPLY: **
To apply, [fill out this form](https://docs.google.com/forms/d/e/1FAIpQLSfzUgOSNQf4nOTvI-OTrKeYA7SfQxW6VNrtC2cGv-HwB55tcg/viewform) and upload your resume and cover letter at the end of the form. Applications will be accepted on a rolling basis, with interviews currently scheduled to occur in early June.
```
SURJ is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, veteran status, or any other characteristic protected by law.
```
### **Summary of Position: **
SURJ is seeking a Development Database and Finance Associate who will play a key role on the development team by maintaining an accurate database with maximized reporting and automations to support SURJ’s ambitious fundraising goals.
A successful person in this role will ensure data accuracy and integrity, oversee gift processing and gift acknowledgment, direct the monthly and yearly development/finance gift reconciliation process, run regular development reports, including weekly giving reports, monthly progress to goal reports, and development activity reports, and manage the donor tracking system in coordination with our larger team. This role will also work closely with the larger SURJ data team to ensure that fundraising data is integrated with other kinds of data tracked in our CRM. We are looking for someone who is data driven, loves a spreadsheet, is excited about taking on complex tasks and finding solutions to data problems, and is motivated by SURJ’s mission.
This position will report to the Deputy Director of Development. This position is included in a union-represented collective bargaining unit, and specific terms and conditions of employment are subject to negotiations for a Collective Bargaining Agreement. The person taking this role will be required to sign a Non-Disclosure and Confidentiality Agreement because they will have access to confidential information.
### **PRIMARY RESPONSIBILITIES **
_Essential duties and responsibilities may include, but are not limited to the following**: **_
**Priority 1: Data Management (50%) **
- Maintain electronic gift and donor documentation records.
- Complete gift processing procedures which entails manually entering gifts in
- EveryAction, overseeing gift tracking from ActBlue and other financial processing tools, and reconciling gift information with the Finance department.
- Upload bulk data as provided by Development staff into EveryAction, including notes and next steps, to support accurate tracking of donor engagement and fundraising asks.
- Support accurate moves management plans for SURJ’s solicitors, so that EveryAction reflects the most up to date information about donor engagement.
- Maintain glossary of tags, activist codes, and revenue streams related to SURJ’s financial data and ensure these data tracking tools are fully utilized.
**Priority 2: Cash Flow and Financial Reporting (30%) **
- Supply Finance team with relevant data from EveryAction for accounting purposes.
- Generate bi-monthly cash flow reports to track progress towards monthly, quarterly, and annual fundraising goals.
- Meet regularly with the Finance team to compare fundraising results to projections.
- Manage reporting at the close of each quarter to assess fundraising progress and guide the Development team’s adjustments in fundraising strategies.
- Manage revenue streams in EveryAction and leverage SURJ’s CRM to generate financial reports as needed.
- Maintain financial reporting dashboards under the direction of the Deputy Director of Development.
**Priority 3: Donor Engagement Support (20%) **
- Manage automations for SURJ’s donor thank you process and execute gift acknowledgements in a timely manner in coordination with SURJ solicitors.
- Format email templates and complete A/B testing in EveryAction for fundraising emails in collaboration with Development staff.
- Provide timely and friendly technical support to donors who would like to donate, have questions about their payments or would like to manage recurring donations.
- Generate pledge reminders and partner with Development staff to facilitate pledge payments.
- Support the donor tax letter process on a quarterly basis.
- Support Development staff with administrative tasks, including appeal mailings, pulling custom reports, and tracking event registrations.
### **QUALIFICATIONS**
- 3+ years of experience managing member and donor databases in EveryAction or a similar database.
- 3+ years of experience handling confidential financial data, tracking donations, and generating income reports.
- Experience working on or closely with a Development team, with a clear understanding of the role data management plays in building strong, sustainable organizations and movements.
- SURJ policy requires all employees to be fully vaccinated against COVID-19, subject to reasonable accommodation under federal, state, and local law. Accommodations may be not possible for positions that require in-person contact with other staff or members of the public.
### **KNOWLEDGE**
- Familiarity with organizing spaces and electoral work, and a commitment to racial, social, and economic justice.
- Class consciousness and the ability to communicate clearly and respectfully with members, board, and staff from diverse class backgrounds, communities, geographies, and cultures.
- Understanding of fundraising as organizing and giving as an action.
- Prior experience with EveryAction or another fundraising CRM strongly preferred.
- Proficiency in Google Workspace, particularly Google Sheets, strongly preferred.
- Experience with ActBlue preferred.
- Experience with SQL and BigQuery preferred.
- Experience with Asana or a similar project management software preferred but not required.
### **SKILLS**
- Outstanding interpersonal skills and capacity to work with people across a broad spectrum of differences, especially lines of race and class. The ability to build trust and work with a wide range of individuals and personalities, and to establish and maintain effective working relationships.
- High level of integrity and adherence to strict confidentiality when handling private or sensitive organizational and donor information.
- Excellent time management skills and excellent judgment on how to effectively juggle competing priorities and deadlines.
- Strong written and verbal communication skills, with a knack for distilling complex data into succinct, accessible terms.
- Excellent attention to detail and analytical skills, alongside a sharp eye for broader strategic vision and priorities.
### **ABILITIES**
- Flexible, with the ability to drive work forward while also responding to shifting priorities.
- Creative problem-solver and innovator who can maintain clear, thoughtful systems while actively seeking ways to experiment and improve them.
- Reliable and self-driven, with a keen sense of follow-through and accountability.
- Demonstrated ability to work both independently and as part of a team.
- Solutions-oriented thinker who can support team members in troubleshooting and brainstorming around data and finance issues as needed.
- Interested and excited by data and the role of data in social justice movements.
- Ability to learn new technologies and processes quickly, and to look proactively for ways to expand on your knowledge and skills.
- Comfortable working remotely across a distributed team with minimal day-to-day supervision.
### **BENEFITS**
- Annual Salary: $65,000
- Health, dental and vision insurance including available employer contribution toward spouse, children and family coverage
- 401K retirement plan with up to 6% employer match
- Twenty (20) days paid time off per year (prorated)
- Twelve (12) days of sick leave per year (prorated)
- Thirteen (13) paid holidays per year
- Three additional paid weeks off for organization-wide shutdown summer & winter breaks
- Employer paid short-term and long-term disability insurance
- Employer paid life insurance
- All staff works remote from home
- Monthly technology support reimbursement (internet, phone)
- Professional development resources each year
- Paid parental leave
- Paid sabbatical after 5 years
### **TO APPLY: **
To apply, [fill out this form](https://docs.google.com/forms/d/e/1FAIpQLSfzUgOSNQf4nOTvI-OTrKeYA7SfQxW6VNrtC2cGv-HwB55tcg/viewform) and upload your resume and cover letter at the end of the form. Applications will be accepted on a rolling basis, with interviews currently scheduled to occur in early June.
```
SURJ is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, veteran status, or any other characteristic protected by law.
```