Foundation Financial Analyst - Gift Services

At Houston Methodist, the Foundation Financial Analyst u2013 Gift Services plays a critical role in advancing the Foundationu2019s philanthropic mission. This position is responsible for accurately recording donations, maintaining donor information, and analyzing gift data to provide insights into donor behavior, preferences, and trends that inform fundraising strategy and support institutional goals. The Financial Analyst ensures the timely and precise processing of all donations, including the identification of gift designations and restrictions, production of tax receipts and acknowledgments, and strict adherence to IRS regulations and institutional/Foundation policies. The role compiles, analyzes, and delivers donation reports for Foundation leadership and internal partners such as Corporate Treasury, Financial Accounting, and Internal Audit. The analyst also investigates and resolves discrepancies, identifies process improvements, and prepares statistical information in clear, visual formats. Additional responsibilities may include collaborating with Foundation teams on accounting related to special events, managing recurring donations, assisting donors with gift transmission, and providing financial stewardship that supports strategic fundraising initiatives and best-in-class donor relations. Preferred candidates will demonstrate knowledge of IRS charitable contribution regulations, gift processing, and basic accounting principles; proficiency with fundraising database systems; strong skills in Microsoft Word and PowerPoint; and advanced proficiency in Microsoft Excel. Exceptional attention to detail and the ability to audit work for accuracy and quality are essential. FLSA STATUS Exempt QUALIFICATIONS EDUCATION + Bacheloru2019s degree in finance, accounting, healthcare administration, business administration or related field EXPERIENCE + One year experience of financial, budget or cost accounting preferred SKILLS AND ABILITIES + Demonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency assessments, and performance evaluations. + Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or security. + Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles. + Analytical thinking and creative problem solving and ability to define a variety of approraches to business problems + Understanding of business process analysis, system requirements, data modeling and functional design + Project Management skills ESSENTIAL FUNCTIONS PEOPLE ESSENTIAL FUNCTIONS + Interacts with all levels within the department, other institutional departments, and across the organization as well as outside companies to resolve problems/errors or questions regarding basic accounting reconciliation items or financial performance. + Effectively and proactively communicates with all stakeholders to resolve issues and discrepancies in a timely manner and ensures their accurate understanding of the analytics. SERVICE ESSENTIAL FUNCTIONS + Extracts actual and budget financial accounting General Ledger (G/L) data or financial data from appropriate sources to report and reconcile with appropriate leadership. Generates accurate and timely reports. + upports department management with preparation of the annual operating and capital budget. Submits invoices and follows-up with industry partners as needed. In addition, prepares necessary journal entries for coordinator effort and Principal Investigator (PI) oversight as assigned. QUALITY/SAFETY ESSENTIAL FUNCTIONS + Reviews revenue projections, budget revisions, etc., for physician practice, academic department or assigned hospital entity and department(s). + Monitors and reports key system operational indicators and alerts leadership potential performance issues. + Follows all internal audit requirements for appropriate system applications. + Utilizes/enhances tools to improve the accuracy of financial analytics and enhance revenue opportunities. FINANCE ESSENTIAL FUNCTIONS + Performs one or more of the following: u2022 Supports the development of auditing, reporting and contract modeling tools as needed for identification and analysis of rate and/or fee schedule auditing, financial performance and contract performance as well as modeling and analysis of potential opportunities. u2022 Maintains monthly dashboard of key indicators and external benchmarks as defined by management. Prepares and maintains revenue models. Compiles information needed for organization profit and loss statement as required. u2022 Reviews contracts/calculates provider productivity bonuses/compensation models as appropriate. u2022 Assists in preparation of gift, grant and contract budget proposals as needed. Assists in the oversight of departmentu2019s financial files for all grants, contracts, and donor funding and verifies that all faculty, staff and research personnel are charged to the appropriate funding source via submission of a salary reallocation form as appropriate. + Utilizes resources effectively and efficiently, demonstrating financial stewardship. Manages own time effectively and prioritizes work to achieve maximum results in a timely manner. GROWTH/INNOVATION ESSENTIAL FUNCTIONS + Maintains procedures and Standards of Practice (SOPu2019s) for reconciliation process. + Maintains working knowledge of cost accounting system, clinical trials management systems or others and their relationship to other financial and non-financial systems. Maintains working knowledge of hospital and physician compensation methodologies and affecting government regulations, as applicable. + Proactively manages own career development. Completes My Development Plan (MDP). SUPPLEMENTAL REQUIREMENTS WORK ATTIRE + Uniform: No + Scrubs: No + Business professional: Yes + Other (department approved): No ON-CALL _Note that employees may be required to be on-call during emergencies (ie. Disaster, Severe Weather Events, etc) regardless of selection below._ + On Call No TRAVEL _Travel specifications may vary by department_ + May require travel within the Houston Metropolitan area No + May require travel outside Houston Metropolitan area No QUALIFICATIONS EDUCATION + Bacheloru2019s degree in finance, accounting, healthcare administration, business administration or related field EXPERIENCE + One year experience of financial, budget or cost accounting preferred Company Profile: Houston Methodist is one of the nationu2019s leading health systems and academic medical centers. The health system consists of eight hospitals: Houston Methodist Hospital, its flagship academic hospital in the Texas Medical Center, seven community hospitals and one long-term acute care hospital throughout the Greater Houston metropolitan area. Houston Methodist also includes a research institute; a comprehensive residency program; international patient services; freestanding comprehensive care clinics, emergency care and imaging centers; and outpatient facilities. Come lead with us Houston Methodist is an Equal Opportunity Employer.

Created: 2026-01-30