Financial Development Assistant
Greater Philadelphia YMCA, Conshohocken, PA, United States
Association Office, 400 Fayette St, Conshohocken, Pennsylvania, United States of America
Job Description
Posted Friday, April 24, 2026 at 4:00 AM
Do you love connecting with people and sharing your passion with others?
We are looking for a Financial Development Assistant to join our team at the Y! We spend our days positively impacting the community around us. We help children reach their potential, enact age appropriate goals, and we change lives in our Y community.
Some rewards for joining our team:
Free YMCA membership - access to all branches!
50% off programming including swimming lessons as well as childcare programs (early learning care, before and after care, day camp and overnight camp).
Planning for your future? Ask us how we do it at the Y - it's awesome!
Comprehensive benefits package which includes health, dental and vision insurance, paid time off, tuition reimbursement, etc.
What is needed for this job as our Financial Development Assistant:
Experience with integrations (online giving platforms, marketing automation, accounting systems)
Knowledge of nonprofit accounting and fund accounting principles
Primarily office-based or hybrid; occasional evening or weekend work may be required during peak fundraising periods
Commitment to the organization’s mission, values, and commitment to equity and inclusion
The responsibilities we will trust you with as our Financial Development Assistant:
Experienced in Salesforce NPSP, including user support, data entry standards, and system configuration within established governance.
Manage constituent records, relationships, households, affiliations, opportunities, recurring donations, and soft credits.
Create and maintain reports and dashboards to support fundraising strategy, forecasting, and performance tracking.
Perform regular data quality checks, de-duplication, imports, and mass updates using approved tools.
Document processes, data standards, and workflows; recommend improvements to enhance efficiency and accuracy.
Coordinate with internal or external Salesforce administrators/consultants on enhancements, integrations, and releases
Process and reconcile gifts from multiple channels (online, checks, DAFs, events, stock, matching gifts) in a timely and accurate manner
Ensure proper coding of gifts, campaigns, funds, appeals, and restrictions in alignment with accounting and reporting requirements
Partner with Finance on gift reconciliation, month-end close, and audit support
Manage recurring giving and pledge schedules; monitor exceptions and follow up as needed
Generate timely and accurate gift acknowledgments, tax receipts, and donor correspondence
Support stewardship initiatives by preparing donor lists, giving histories, and recognition reports
Ensure compliance with IRS substantiation requirements and organizational policies
Produce regular and ad hoc reports for leadership, board, and development staff
Support annual giving, major gifts, grants, and events with data, lists, and analysis
Assist with campaign and appeal tracking and post-campaign analysis
Provide training and day-to-day support to development staff on Salesforce and data best practices
Collaborate with Marketing/Communications on segmentation and data needs
Support special projects, system migrations, or process improvements as assigned
Bachelor’s degree or equivalent professional experience
3+ years of experience in nonprofit development operations, advancement services, or database administration
Hands-on experience administering Salesforce Nonprofit Success Pack (NPSP)
Strong understanding of fundraising operations, gift processing, and donor stewardship
Demonstrated ability to create reports and dashboards in Salesforce
High attention to detail with a commitment to data accuracy and confidentiality
Strong organizational and time-management skills; ability to manage multiple priorities and deadlines
What you can expect:
Support from an amazing team which includes training you on expectations
Opportunities to learn and grow
Being a part of a non-profit organization that works to make the community stronger
Great members to work with every day!
YMCA is an Equal Opportunity Non-Profit Employer All Qualified Women, Minorities, Persons with Disabilities, and US Veterans Encouraged to Apply
The Greater Philadelphia YMCA is an equal opportunity employer. The Y considers all applicants for employment without regard to race, color, religion, sex, national origin, age, physical or mental disability, or status as a Vietnam-era or special disabled veteran or other protected classification and in accordance with applicable laws.
#J-18808-Ljbffr
Job Description
Posted Friday, April 24, 2026 at 4:00 AM
Do you love connecting with people and sharing your passion with others?
We are looking for a Financial Development Assistant to join our team at the Y! We spend our days positively impacting the community around us. We help children reach their potential, enact age appropriate goals, and we change lives in our Y community.
Some rewards for joining our team:
Free YMCA membership - access to all branches!
50% off programming including swimming lessons as well as childcare programs (early learning care, before and after care, day camp and overnight camp).
Planning for your future? Ask us how we do it at the Y - it's awesome!
Comprehensive benefits package which includes health, dental and vision insurance, paid time off, tuition reimbursement, etc.
What is needed for this job as our Financial Development Assistant:
Experience with integrations (online giving platforms, marketing automation, accounting systems)
Knowledge of nonprofit accounting and fund accounting principles
Primarily office-based or hybrid; occasional evening or weekend work may be required during peak fundraising periods
Commitment to the organization’s mission, values, and commitment to equity and inclusion
The responsibilities we will trust you with as our Financial Development Assistant:
Experienced in Salesforce NPSP, including user support, data entry standards, and system configuration within established governance.
Manage constituent records, relationships, households, affiliations, opportunities, recurring donations, and soft credits.
Create and maintain reports and dashboards to support fundraising strategy, forecasting, and performance tracking.
Perform regular data quality checks, de-duplication, imports, and mass updates using approved tools.
Document processes, data standards, and workflows; recommend improvements to enhance efficiency and accuracy.
Coordinate with internal or external Salesforce administrators/consultants on enhancements, integrations, and releases
Process and reconcile gifts from multiple channels (online, checks, DAFs, events, stock, matching gifts) in a timely and accurate manner
Ensure proper coding of gifts, campaigns, funds, appeals, and restrictions in alignment with accounting and reporting requirements
Partner with Finance on gift reconciliation, month-end close, and audit support
Manage recurring giving and pledge schedules; monitor exceptions and follow up as needed
Generate timely and accurate gift acknowledgments, tax receipts, and donor correspondence
Support stewardship initiatives by preparing donor lists, giving histories, and recognition reports
Ensure compliance with IRS substantiation requirements and organizational policies
Produce regular and ad hoc reports for leadership, board, and development staff
Support annual giving, major gifts, grants, and events with data, lists, and analysis
Assist with campaign and appeal tracking and post-campaign analysis
Provide training and day-to-day support to development staff on Salesforce and data best practices
Collaborate with Marketing/Communications on segmentation and data needs
Support special projects, system migrations, or process improvements as assigned
Bachelor’s degree or equivalent professional experience
3+ years of experience in nonprofit development operations, advancement services, or database administration
Hands-on experience administering Salesforce Nonprofit Success Pack (NPSP)
Strong understanding of fundraising operations, gift processing, and donor stewardship
Demonstrated ability to create reports and dashboards in Salesforce
High attention to detail with a commitment to data accuracy and confidentiality
Strong organizational and time-management skills; ability to manage multiple priorities and deadlines
What you can expect:
Support from an amazing team which includes training you on expectations
Opportunities to learn and grow
Being a part of a non-profit organization that works to make the community stronger
Great members to work with every day!
YMCA is an Equal Opportunity Non-Profit Employer All Qualified Women, Minorities, Persons with Disabilities, and US Veterans Encouraged to Apply
The Greater Philadelphia YMCA is an equal opportunity employer. The Y considers all applicants for employment without regard to race, color, religion, sex, national origin, age, physical or mental disability, or status as a Vietnam-era or special disabled veteran or other protected classification and in accordance with applicable laws.
#J-18808-Ljbffr