Finance Lead, Fundraising & Revenue Management

Category: Full-time
Reports to: Chief Financial Officer
Location: Kansas City, MO


1 in 9 people around the world lack access to safe water and 1 in 3 people don’t have access to a toilet. We are working every day to change this. We are We’re here to bring water and sanitation to the world. We want to make it safe, accessible and cost-effective because we believe that water is the way to empowering a bright future that we can all share in, worldwide. We are an international nonprofit organization based in Kansas City, Missouri that has positively transformed millions of lives around the world through access to safe water and sanitation. Founded by Gary White and Matt Damon, we pioneer market-driven financial solutions to the global water crisis. For more than 25 years, we’ve been providing women hope, children health and families a future.


The Finance Lead, Fundraising & Revenue Management will be responsible for leading and collaborating in creating standardized fundraising (revenue) workflows and analytics to support the management and forecasting of relevant data trends, issues, and opportunities to create value-added business reporting. This role will enable our fundraising leaders to forecast incoming donations and business insight trends via standardized processes and system solutions. They will handle complex financial reporting requirements and support the design and implementation of key system tools and technology. The Finance Lead, Fundraising & Revenue Management will support ad-hoc reporting to ensure ongoing improvement of varying workflow processes and tools. The successful candidate for this role is expected to establish, implement, innovate, and influence the adoption of approved best practices. The Finance Lead, Fundraising & Revenue Management will have oversight in developing annual revenue budgets and establishing both actual and forecasting reporting cadence. This individual will be expected to directly influence and impact F&PA results for the organization while fostering communication with all organization levels, including leadership and internal execution teams. This position reports to the Chief Financial Officer.

The Financial Analyst is based in Kansas City, MO.

Key Responsibilities

Financial Planning, Analysis & Reporting
  • Under the overall direction and guidance set by CFO, assist in the formation of the annual budget and the reforecast process, and support the maintenance of this information in Adaptive Insights / Finance system.
  • Responsible for preparing, reviewing, and distributing monthly financial reports to budget managers, which track expenses and revenues vs. budget / re-forecast, and dissects fluctuations.
  • Provide relevant and accurate reporting and analysis of the quarterly performance results against historical trends, budget, forecast, and strategic plans that will be used to help drive management decisions as to any course correction or adjustments.
  • Responsible for informing finance leadership team of operational needs/requests as related to budgetary impact, including managing the operating budget by entering forecasts to provide accurate projection reporting.
  • Lead budget managers in the development and management of annual fundraising budgets.
  • Responsible for conducting variance analysis, establishing tracking of fundraising balances by type and purpose to determine strategic plans to meet the organization’s goals.
  • Maintain and develop various financial models and standard templates to be used by the Fundraising and Marketing team to ensure quality, accuracy and focused analytic reviews.
  • Collaborate closely with Marketing department to track and analyze grassroots donations and charitable giving.
  • Develop, validate, challenge and explain key trends, indicators, and performance.
  • Increases productivity through process improvement (data gathering, models, schedules.)
  • Establish new forecasting capabilities, including tools and technology, and processes for revenue and fundraising efforts.
  • Responsible for driving processes that aid the accuracy of revenue forecasting partnering with the Finance FP&A team.
  • Developing an in-depth understanding of the end-to-end process for revenue generation and fundraising.
  • Support the annual audit process through the preparation of financial information.
Management Responsibility
  • Acts as a project manager. Among responsibilities is management of a project team. The individuals comprising this team may vary by project.

This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required. Some duties, responsibilities and activities may change or be assigned at any time with or without notice.

Scope Data

  • Responsible for the creation and maintenance of accurate budgets and forecasts in collaboration with Finance Leadership and Budget Managers.
  • Advise internal stakeholders on Finance policies, procedures, and guidelines.
  • Support the implementation and adoption of financial planning and analysis processes and tools to ensure operational improvements across’s fundraising efforts.
  • Provide relevant and accurate reporting and analysis of the quarterly performance results against historical trends, budget, forecast, and strategic plans that will be used to help drive management decisions as to any course correction or adjustments.

Skills and Competencies

  • Business Partnership – Building strong customer relationships and trust with all internal stakeholders while maintaining fiduciary control over related processes.
  • Nimble Learning – Actively learning through experimentation when taking on new problems, using both successes and failures as learning fodder.
  • Drives Results – Consistently achieving results, even under tough circumstances.
  • Balances Stakeholders - Anticipating and balancing the needs of multiple stakeholders.
  • Collaborates – Building partnerships and working collaboratively with others to meet shared objectives.
  • Financial Acumen – Interpreting and applying understanding of key financial indicators to make better business decisions.
  • Self-development – Actively seeking new ways to grow and be challenged using other formal and informal development channels.
  • Optimize Work Processes – Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.
  • Manages Ambiguity – Manages ambiguity by operating effectively, even when things are not certain, or the way forward is not clear.
  • Instills Trust – Gaining the confidence and trust of others through honesty, integrity, and authenticity.
  • Financial Stewardship – Demonstrates fiscally responsible decision making as applicable to one’s role.
  • Business Insight – Applying knowledge of business and the marketplace to advance the organization’s goals and outside the organization.


  • Bachelor’s Degree in Finance, Accounting or other related field required. MBA is preferred.
  • 8+ years of relevant experience in a role performing operational financial analysis job functions, including budgeting, forecasting, planning and financial reporting
  • Experience utilizing accounting systems required. Experience in Financial Edge, QuickBooks and Adaptive Insights is strongly preferred.
  • Experience with financial modeling, analytics, reporting business performance, planning processes, ad hoc analysis, and project management required
  • Thorough understanding of company financial statements
  • Ability to interact with all levels of management
  • Advanced skillset in Excel
  • Strong self-starter skills and inquisitive nature required
  • Demonstrated leadership and teamwork experience required
  • Solution-oriented problem solver with strong communication skills (verbal and written) required
  • The ability to effectively mine data and draw relevant results on business performance and, most importantly, provide recommendations for improvement or business change
  • Ability to effectively multi-task projects with competing priorities; make decisions under pressure and work under tight deadlines while maintaining accuracy
  • Ability to work with different information systems and business applications
  • Ability to adapt to a changing environment
  • Experience in creating detailed reports; excellent documentation skills

Travel Requirement

Up to 5% of domestic and global travel.

Salary and Benefits

This position offers full-time benefits, including medical/dental insurance, life and disability insurance, retirement program and periodic review for merit and incentive pay based on organizational and personal achievement. is an equal opportunity employer and is committed to providing an inclusive environment. We do not discriminate on the basis of race, color, religion, gender, gender expression, gender identity, age, national origin, ancestry, disability, marital status, sexual orientation, pregnancy status, military and veteran status, genetic information, and any other status protected by law. We provide qualified applicants and employees reasonable accommodation, when necessary, to enable individuals to complete the application process and/or perform the essential functions of the job.