Financial Analyst Philanthropy & Restricted Funds

Financial Analyst, Philanthropy & Restricted Funds

Location: Philadelphia, PA

In this role, you’ll work collaboratively with Finance, Advancement, and operational departments to ensure the accurate stewardship and utilization of philanthropic assets. This is a full‑time, 40 hour per week opportunity.

Why Join Wills Eye

At Wills Eye Hospital, you’ll be part of a nationally recognized leader in ophthalmology and vision care. We are known for clinical excellence, innovation, and patient‑centered care.

Benefits

• Competitive compensation and benefits such as medical, dental, and vision plans, retirement plan, tuition assistance, paid time off, and employer assistance programs (EAPs)
• Opportunities for training, certification, and career growth
• A collaborative, mission‑driven clinical environment
• Access to advanced technology and specialized care teams

Key Responsibilities

• Maintain individual fund accounts and ensure philanthropic gifts, donations, and endowment contributions are accurately recorded and allocated to their appropriate fund designations.
• Review departmental expense requests charged to restricted funds to determine initial eligibility and compliance with donor restrictions, fund purpose, and established Hospital policies.
• Assist in the calculation and administration of annual endowment spending allocations in accordance with established spending policies, board approved methodologies, and donor agreements.
• Generate recurring and ad hoc financial reports detailing fund balances, contributions, expenditures, investment activity, and available to spend balances for department leaders and other stakeholders.
• Compile financial data, supporting schedules, and documentation required for annual external audits, financial statement preparation, tax filings, and regulatory reporting.
• Assist in the preparation of financial schedules and supporting analyses for donor stewardship reports and other philanthropic reporting needs in partnership with the Hospital Advancement team.

What You Bring

You may be a strong fit for this role if you are detail‑oriented and have progressive experience in finance functions. You enjoy working as part of a team, communicating clearly, and supporting both patients and providers.

Minimum Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field required.
• One to three years of progressive experience in accounting, financial analysis, bookkeeping, or a related finance function.

Preferred Qualifications

• Experience in a healthcare, nonprofit, higher education, foundation, or other mission‑driven organization is preferred.
• Exposure to fund accounting, endowment accounting, restricted funds, or philanthropic financial operations is highly desirable.
• Experience with enterprise resource planning (ERP) systems, financial management software, or fund accounting platforms preferred.
• Familiarity with fund accounting, donor restrictions, and GASB or FASB reporting standards is preferred.

About Wills Eye Hospital

Wills Eye Hospital is a world‑renowned leader in ophthalmology, ranked among the top eye hospitals in the nation by U.S. News & World Report. Established in 1832, Wills Eye is one of the oldest and most respected eye care institutions in the world. Each year, our team provides specialized care to more than 250,000 patients, ranging from routine eye conditions to complex, sight‑threatening diseases. Through advanced surgical capabilities, innovative research, and a commitment to clinical excellence, we continue to shape the future of vision care.