What are the responsibilities and job description for the Financial Development Assistant position at Greater Philadelphia YMCA?
Greater Philadelphia YMCA Employment Opportunity!
Financial Development Assistant
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:
After reading this, if you’re thinking this is me - we want to meet you!
Get the ball rolling with our quick, 3-minute online application.
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.
Financial Development Assistant
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.
- Salesforce Administrator certification and/or Trailhead credentials
- 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
- 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
- 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!
After reading this, if you’re thinking this is me - we want to meet you!
Get the ball rolling with our quick, 3-minute online application.
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.