OUR MISSION | REMARKABLE IMPACT

Remarkable impact is the heart of Foundation For The Carolinas’ mission, and the driving force behind our mission is the collective impact of thousands of nonprofits, families, companies, and organizations who partner with us to amplify the power of giving.  

HOW YOU’LL ADVANCE OUR MISSION | POSITION OVERVIEW 

The Finance Data & Automation Analyst is responsible for improving the efficiency, accuracy, and scalability of the Finance function through data analysis, automation, and technology-enabled process improvements. This role partners closely with Finance leadership and cross-functional teams to streamline workflows, reduce manual effort, enhance reporting, and leverage data to support decision-making.

The ideal candidate is a hybrid thinker—part analyst, part technologist, part problem-solver—who understands finance operations and can apply programming, systems, and automation tools to simplify and modernize how work gets done.

YOUR UNIQUE IMPACT | ROLES & RESPONSIBILITIES  

Finance Process Optimization & Automation

• Identify inefficiencies, manual processes, and pain points across Finance operations (reporting, budgeting, close,      reconciliations, grants, AP/AR)
• Design and implement automation solutions to reduce manual effort, errors, and cycle time
• Build and maintain automated workflows, scripts, and tools to support recurring finance processes
• Standardize and document finance processes, controls, and automation logic

Data Analysis & Reporting Enablement

• Develop and maintain financial dashboards, metrics, and self-service reporting tools
• Analyze large and complex financial datasets to  identify trends, anomalies, and improvement opportunities
• Translate business and finance requirements into scalable data and reporting solutions
• Support leadership with scenario modeling, forecasting support, and data-driven insights

Systems & Technology Enablement

• Act as a bridge between Finance and IT / Systems teams
• Support integration and data flows between finance systems, donor/grant systems, and reporting platforms
• Assist with financial system implementations, upgrades, and optimizations
• Ensure data accuracy, consistency, and governance across systems

Collaboration & Change Management

• Partner with Finance team members to understand  workflows and design user-friendly solutions
• Train and support end users on new tools, dashboards, and automated processes
• Promote a culture of continuous improvement, data literacy, and technology adoption within Finance

 
WHAT YOU’LL NEED FOR SUCCESS: QUALIFICATIONS   

• Bachelor’s degree in Data Analytics, Finance,  Accounting, Information Systems, Computer Science, or related field preferred
• 2–4+ years of experience in data analytics, finance transformation, financial systems, or process improvement
• Demonstrated experience improving operational efficiency through automation or technology
• Experience working with finance or accounting teams strongly preferred

Technical Skills & Tools Data & Analytics

• Strong SQL skills for data extraction and analysis
• Advanced Excel skills (Power Query, Power Pivot, complex formulas)
• Experience with data visualization tools such as Power BI, Tableau, or similar

Programming & Automation

• Working knowledge of Python, R, or similar scripting languages for automation and analysis
• Experience with automation tools such as Power Automate, Alteryx, UiPath, or similar
• Ability to build repeatable, scalable automation  solutions

Finance & Systems

• Familiarity with financial and ERP systems such as: 
  • Sage Intacct
  • Blackbaud Financial Edge NXT
  • NetSuite
  • QuickBooks
• Experience integrating data from multiple systems  (ERP, donor/grant systems, budgeting tools)
• Understanding of core finance processes (close, reporting, budgeting, fund accounting)
• Experience with APIs, data warehousing, or cloud-based data platforms

Core Competencies

• Strong problem-solving mindset with a passion for making processes simpler and better
• Ability to translate technical solutions into  business value for non-technical stakeholders
• High attention to detail with a focus on data  accuracy and reliability
• Comfortable working independently and driving projects from idea to implementation
• Strong communication and collaboration skills