Director, Database Management, Finance & Analytics at Operation Smile Canada

Permanent / Full Time

Lisa was born in Western Canada but was raised in Toronto, ON. Some of her best memories are of camping in the summer, road trips, playing with her kids, and hanging out with good friends.Lisa has been working in HR and recruitment for over 10 years and joined Cause Leadership in 2021. Her passion lies in helping candidates on their journey, making sure they are heard and understood. Lisa will go above and beyond to help our clients acquire and retain the top talent available.

Recruiter :

Lisa McClung
  • Integrity
  • Self Starter
  • Resilient
Director, Database Management, Finance & Analytics at Operation Smile Canada

The Director, Database Management, Finance & Analytics is a key member of Operation Smile Canada (OSC), directly supporting the Senior Leadership Team. Aligned and passionate about both Operation Smile’s cause and supporting the team through our core values impact, compassion, resilience, and integrity. 

This role manages all aspects of OSC’s CRM (Customer Relationship Management) activities, in collaboration with staff across the organization, ensuring data integrity and quality while providing business analysis, fundraising analytics, reporting, and data integration across the organization. CRM systems include but are not limited to, Raiser’s Edge RE/NXT, Luminate, Blackbaud Merchant Services and ImportOmatic.

This role oversees and optimizes systems processes across and within the donor care, database management, IT and finance teams that support our strategic priorities and comply with fiscal, legal and regulatory requirements. In collaboration with the Finance Team, this position will work to enable transparency and accuracy of data and procedures between Accounting Software and Blackbaud RE/NXT as well as actively manage the vendor relationship with Blackbaud.

The successful candidate is a team-oriented problem solver who is detail-oriented, a systematic thinker who enjoys working with data, and is committed to data quality. Ensuring proper documentation, training, and tools are available for team members to perform their duties at the highest standards and setting them and the organization up for success.

KEY RESPONSIBILITIES

Database Management & Analytics
  • Reports to the VP, Marketing & Operations to ensure all Foundation databases are working efficiently and meeting the needs of Foundation Staff.
  • Supervise the Database Integrity Specialist and Database Integrity & IT Coordinator.
  • Foster a culture of data proficiency and ongoing learning within the team by organizing, providing training, guidance and mentorship.
  • Ensure the Database team’s reporting and gift entry responsibilities are managed with accuracy and systems adhere to the highest level to meet PCI (Payment Card Industry) compliance regulations.
  • Lead and manage the data integrity, data analytics, data pulls, functionality of and reporting from the Blackbaud RE/NXT database.
  • Research, develop, document, and maintain policies and procedures for operations, database management, coding structures, table entries and gift processing.
  • Conduct in-depth data analysis to identify trends, patterns, and insights that can inform strategic decisions.
  • Lead ongoing evaluation, discovery and implementation of new tools and software to optimize productivity.
  • Create and maintain user-friendly reports, dashboards, lists, complex queries, using Blackbaud Re/NXT, Excel and Power BI/Tableau to facilitate data-driven decision-making.
Financial Management
  • Works closely with the VP, Finance & Program Compliance to optimize and streamline reconciliation process between Raisers Edge Database Management and Accounting system.
  • Primary lead in monthly reconciliation of gifts recorded and revenue recorded between the Database and Finance Teams.
  • Oversee the OSCF’s online fundraising platforms and data/donations integration into Raisers Edge, Accounting Software and Gifts.
  • Leads the process for developing/updating policies and procedures related to Gift Processing, Receipting, Revenue reconciliations, using CRA guidance and best practices.
  • Ensure all relevant legislation, regulations and guidelines are met relative to the Database and Finance functions of the organization.
  • Establish and maintain internal controls to ensure compliance with financial policies and procedures.
  • Prepare documents for potential Canada Revenue Agency audit, and assist in the internal annual audit, ensuring an effective and smooth process from gift processing to revenue recognition on the financial statements.
  • Support the Senior Leadership Teams in the preparation of annual budgets and with year-end annual forecasting, including providing oversight and producing variance reports.
  • Contribute to board reports / attend board meetings as required.
DESIRED QUALIFICATIONS
  • Post-secondary degree and a minimum of five years senior management related experience (directly managing people/teams) or an equivalent combination of education and experience.
  • An established professional with experience in compliance and progressively responsible experience with demonstrated growth and/or advancement in complexity, difficulty, or level of responsibility.
  • Certified Fund Raising Executive (CFRE) is a strong asset.
  • Demonstrated understanding of CRA guidelines for income tax receipting, and experience advising fundraising staff, volunteers, and donors on CRA Receipting Guidelines and best practices.
  • Proficiency in a second language is considered an asset.
CHARACTERISTICS / SKILLS 
  • Demonstrated knowledge and skillset with 5+ years Accounting, Blackbaud RE/NXT (database and web view), Luminate, Adobe, Microsoft, and SFTP sites.
  • Proficiency in Quickbooks, SmartSheets, iWave, Power BI/Tableau, with a working knowledge of Microsoft Power Platform would be an asset.
  • Advanced data entry and reporting, maintenance and analysis, and database administration skills, including high volumes of global changes, importing including writing import profiles using ImportOmatic, mail segmenting and exporting skills with multi-criteria queries.
  • Sound knowledge of laws, practices, and philosophy of charitable giving.
  • Demonstrated ability to adapt to new technology, ability to troubleshoot minor IT issues and liaise well with IT support.
  • A strong understanding of financial management with a developed business acumen and project management experience.
  • Ability to build and sustain relationships with key business partners and other external stakeholders.
  • Effective leadership skills, and supervisory management experience with a strong focus on mentoring and motivating employees.
  • Self-motivated, can set priorities and manage multiple projects with tight timelines. Works well independently and committed to continuous improvement.
  • Demonstrated interpersonal skills, excellent communications skills, both oral and written, including business report writing, emotional intelligence, active listening, strategic thinking, resourcefulness, ability to analyze and interpret data, research, time management, organization, and effective prioritization.
  • High level of initiative, ethical responsibility, maturity, and diplomacy; excellent judgement and discretion.
  • Dedicated workspace with reliable internet service is necessary, if hybrid.
  • Flexibility to work the occasional evening or weekend day as required.
BEFORE YOU APPLY

Salary and Benefits
  • The salary range for this position is $80,000-$110,000, including paid vacation time.
  • A highly competitive benefits package including an RRSP matching program.
  • Option to work from our office at 375 University Avenue in Toronto full-time or on a flexible hybrid schedule.
Workplace Environment
  • We wake up each day knowing the work we do is helping children, families, and communities in the areas we serve. There are children born every three minutes with a cleft condition somewhere in the world. As a team focused on a global strategy to ensure every child who need surgery and care is never left behind, we set smart goals and work hard each day to achieve them so we can deliver greater impact (and smiles) to children, families, and the communities we serve.
  • We aspire to be a learning organization that values each other and our collective abilities to meet and exceed expectations in everything we do.
  • We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively when required.
APPLY FOR THIS ROLE

Cause Leadership Inc. is managing this leadership search on behalf of Operation Smile Canada.

Individuals interested in being considered for this opportunity are invited to apply by March 15, 2024. Please upload your cover letter and resume.
  
Note: The search will remain open until a successful candidate is selected.
  
We thank all interested parties but only those selected for an interview will be contacted.

Referral reward:

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