Financial Development Associate

YMCA • Birmingham, AL • 1w ago

Financial Development Associate

Join our team in Birmingham, Alabama!

Job Description

The YMCA of Greater Birmingham is looking for a sharp, self-directed professional to join our Financial Development team. This is a role for someone who takes ownership; someone you can hand a project to and trust that it will get done right.

You'll be the operational backbone of the department, managing grant reporting, tracking revenue, maintaining data integrity in our CRM, and ensuring everything behind the scenes runs smoothly so that our fundraising efforts stay on track. This is primarily a desk-based role that requires deep focus and strong organizational instincts, but you'll also occasionally interface with our board and donors, so professional communication matters too.

Qualifications

Required

2–4 years of relevant experience in nonprofit development, grants administration, fundraising operations, finance support, or a related administrative role.
Demonstrated ability to manage multiple deadlines and reporting requirements in a fast-paced environment.
Experience working with a CRM or donor database (Salesforce, Raiser's Edge, Bloomerang, or similar) and maintaining data integrity.
Proficiency in Microsoft Office and Google Workspace, especially Excel/Sheets for tracking and reporting.
Strong attention to detail and ability to maintain accurate documentation for compliance and funding requirements.
Strong organizational skills — calendar management, file maintenance, and follow-through.
Ability to communicate effectively with internal staff, program leaders, and external funding partners.
Ability to handle sensitive information with professionalism and confidentiality.

Preferred (Not Required)

Experience supporting grant submissions and grant reporting processes.
Knowledge of stewardship best practices and donor engagement workflows.
Experience supporting capital campaigns or planned giving administration.

Essential Functions

What You'll Actually Do

Grant Management & Compliance

Own the master calendar of all grant submissions, reporting deadlines, and compliance requirements, and make sure nothing slips.
Prepare and submit final grant applications and any supplemental documentation required by funders.
Coordinate reporting requirements across all funding partners and notify internal stakeholders of awarded grants to initiate tracking.

Reporting & Revenue Tracking

Produce weekly Annual Campaign performance reports and regular Financial Development updates for the Finance Committee, Executive Committee, and ASO Board.
Track Capital Campaign progress and keep leadership informed with accurate, timely reporting.
Conduct monthly reconciliation with the Business Office to ensure all Financial Development revenue is accurate and aligned.

CRM & Data Integrity

Manage revenue data in our CRM, including Annual Campaign pledges, grants, and other contributions, and maintain clean, reliable records.
Oversee dashboards and reporting tools across all Financial Development revenue streams.

Administrative & Stewardship Support

Manage documentation and administrative duties for Capital Campaigns and Planned Giving.
Support the annual United Way allocation process, including data collection and compliance reporting.
Execute stewardship activities including timely acknowledgement letters to donors.
Provide flexible support for Financial Development activities including events, meetings, and donor communications.

You Might Be a Great Fit If You...

Take initiative when given a task — you figure out what you need, find the information, ask the right questions, and get it done without constant direction.
Thrive in a systems-driven environment — clean data, organized files, and reliable processes are genuinely satisfying to you.
Are comfortable working with spreadsheets, dashboards, and fundraising databases for most of your day.
Can manage multiple competing deadlines without losing track or letting things fall through the cracks.
Communicate clearly and professionally — whether you're emailing a program director, presenting data to a committee, or interacting with a donor.
Handle sensitive information with discretion and understand why confidentiality matters in a fundraising environment.
Believe in the mission of the Y and want your work to support youth development, healthy living, and social responsibility.

What We Offer

Competitive salary
Comprehensive benefits package:
- Medical, dental, and vision coverage (with significant employer contribution)
- Employer-paid life insurance
- Generous retirement plan with 12% employer contribution once eligible
- Paid time off and paid holidays
YMCA perks:
- Free YMCA membership for you and your household
- Significant discounts on YMCA programs (including childcare, after-school programs, and summer camps)
Mission: Work that makes a difference in your community every single day

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