Finance and Operations Specialist (Full-Time)

ORGANIZATION OVERVIEW

Surrey Hospitals Foundation is the largest non-government funder of health care for families in Surrey and the surrounding Fraser Valley communities. Thanks to the generosity of donors, we help fund every one of our region’s major health facilities including Surrey Memorial Hospital and the Jim Pattison Outpatient Care and Surgery Centre.

We also support and fund the Czorny Alzheimer Centre, along with many specialized community programs for newborns, children, adults and seniors.

To learn more about us, please visit Surrey Hospitals Foundation.

JOB SUMMARY

Reporting to the CFO, the Finance & Operations Specialist is responsible for the financial administration of funds, day-to-day operational activities and database support for Surrey Hospitals Foundation.

With a strong knowledge of project management, the ability to prioritize tasks, and an eagerness to take on other duties as assigned, the Finance & Operations Specialist is a pivotal member of the team in helping to bring life-changing health care to residents south of the Fraser.

RESPONSIBILITIES

Finance & Operations

1. Maintain inventory and track funding projects and requests using spreadsheets, financial reports and databases.
2. Prepare and manage MOUs, LOIs, and correspondence related to funding, including follow-up on impact reports.
3. Manage the end-to-end funding request process, tracking commitments and fund balances, and providing regular reports on disbursements and available funds.
4. Compile funding and grant applications and provide support to granting committees.
5. Perform financial tasks in accounting software as required, including revenue and administration fee postings, and prepare periodic reconciliations for fund balances.
6. Review request for funding authorization requests and review, code and process disbursement invoices.
7. Assist the CFO with annual audits, record maintenance, and stakeholder communication.
8. Prepare and submit annual regulatory reports and licenses.
9. Coordinate operational aspects of Foundation signature events, including pre-event planning, on-site support, and post-event documentation.
10. Evaluate and streamline processes where applicable.
11. As a key member of the Finance and Operations team, perform other duties as assigned.

Gift Processing and Reporting

1. Process gifts accurately within Raiser's Edge, including proper general ledger coding, appeal, campaign, and funds and solicit codes.
2. Assist with the maintenance of donor and sponsor records, including contact, engagement information, gift details, and history.
3. Generate tax receipts in accordance with Canada Revenue Agency guidelines.
4. Analyze donor data to identify trends, identify high-value donors, and inform fundraising strategies.
5. Assist with the ongoing maintenance and data integrity of the Raiser's Edge database.
6. Consult with the Database Manager on processes and actively look at creating efficiencies within the day-to-day requirements.
7. Assist in generating reports and queries from Raiser's Edge for fundraising and operational needs.
8. Assist in reconciling financial data between accounting systems and Raiser's Edge.

EDUCATION AND EXPERIENCE

Bachelor's degree or diploma in Accounting, Finance, Business Administration, or a related field, providing a strong foundation for financial management. Demonstrated ability to establish and maintain efficient work processes and systems, contributing to streamlined workflows and organizational effectiveness. Strong attention to detail and proven accuracy in data entry, ensuring financial integrity and minimizing errors. Excellent communication and interpersonal skills, enabling effective collaboration and fostering positive relationships with diverse stakeholders. Minimum 2-3 years of professional experience in a finance-related role, demonstrating practical application of accounting principles and financial management. Proficiency in accounting software (e.g., Sage 50, QuickBooks) is an asset.

Experience with Raiser's Edge CRM, particularly in gift records and processing, is highly desirable, enhancing donor management and fundraising efforts. Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook), facilitating efficient reporting, analysis, and communication. Ability to work independently with minimal supervision, demonstrating a high level of professionalism and a strong sense of responsibility. Prior experience working with senior management in the non-profit sector is preferred, providing a valuable understanding of sector-specific needs and challenges. Familiarity with non-profit accounting practices is an asset, adding value to financial operations and ensuring compliance with relevant regulations.

WORKING CONDITIONS

This is a Full Time position based out of the Surrey Hospitals Foundation office located at Surrey Memorial Hospital.

SALARY

$60,000 to $70,000

WHAT WE HAVE TO OFFER

Our total compensation package includes: Competitive salary to commensurate with your experience and skills; Excellent benefits through the Fraser Health plan, including extended health, dental, disability and life insurance; Participation in the British Columbia Municipal Pension Plan; Additional paid time off with our Summer Fridays program; and Four weeks of vacation to start.

Surrey Hospitals Foundation actively encourages all qualified individuals to apply, including those with historical and/or current barriers to equity.

We are committed to upholding and fostering diversity, equity, and inclusion in our workplace and strive to reflect in our team the diversity of the region that we and our health care facilities serve.

We value the contributions and experiences that each person brings and welcome those who can further contribute to the rich diversification of knowledge and skills at our Foundation.

If you face any barriers to employment and/or require accommodations during the recruitment process, please feel free to contact our People and Culture team in confidence.

APPLICATION PROCESS

If you are interested in this career opportunity, please submit your application by Friday, April 4, 2025.

We also have this role available as a temporary 6 month contract position. Finance and Operations Specialist (6 Month Contract) We thank all applicants for their interest in this role. However, only candidates under consideration will be contacted directly.

Please ensure when applying for a position with Surrey Hospitals Foundation to be aware of recruitment scams and do not download any software/applications or provide any personal financial information to a third party. If you are selected for an interview or offered a position, you will be contacted directly by our People and Culture Manager.