Full-Time

Lead Financial Planning and Analysis and Strategic Finance Associate

Posted on 8/3/2026

Fundraise Up

Fundraise Up

201-500 employees

Online fundraising platform for nonprofits

Compensation Overview

$150k - $165k/yr

+ OTE

New York, NY, USA

Hybrid

Two to three days on-site per week required.

Bachelor's, MBA

Category
Finance & Banking (1)
Required Skills
ERP
Forecasting
Workday HRIS
SQL
Tableau
Anaplan
Excel/Numbers/Sheets
Financial Modeling

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Requirements
  • At least 5 years of progressive financial planning and analysis or strategic finance experience, including at least 1 year in a startup or early-stage environment.
  • Demonstrated experience partnering directly with Sales or Revenue leadership on pipeline, bookings, and productivity analysis.
  • Experience working with business-to-business revenue models and performance metrics.
  • Strong financial modeling skills, including scenario planning, forecasting, and business case development.
  • Ability to operate independently, exercise sound judgment, and influence outcomes without formal authority.
  • Executive presence and the ability to communicate complex financial information clearly to senior leaders.
  • Expert-level Excel or Google Sheets proficiency.
  • Fluency with artificial intelligence tools to automate reporting, forecasting, and analytical workflows.
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
Responsibilities
  • Serve as the primary Finance partner for assigned business functions, build trusted relationships with department leaders, and directly influence decisions.
  • Own budgeting and rolling forecast processes for assigned business areas, building financial models and scenario analyses that surface risk and opportunity early.
  • Partner with Revenue leadership on sales planning and performance tracking, monitoring bookings, pipeline health, account executive productivity, and close rates.
  • Build business cases for new investments and organizational changes, and support executive presentations and strategic planning exercises.
  • Partner on headcount planning and resource allocation across the business.
  • Lead cross-functional projects spanning Finance, Revenue, Product, Operations, and People, driving alignment without relying on formal authority.
  • Run financial planning processes with minimal oversight, proactively escalate risks, and drive automation and process efficiency.
  • Actively use artificial intelligence in day-to-day work, identify where it can change the shape of problems in the function, and grow fluency as the tools evolve.
  • Work closely with Finance and other leadership in the New York headquarters several days each week.
Desired Qualifications
  • Background in investment banking, Big Four accounting, or fintech.
  • Experience in a high-growth software-as-a-service or subscription business.
  • Hands-on experience with financial planning and analysis tools such as Anaplan, Cube, or Workday.
  • Experience with Tableau and Structured Query Language.
  • Knowledge of enterprise resource planning accounting systems.
  • Master of Business Administration.

Fundraise Up provides an online fundraising platform for nonprofits to simplify the donation process and improve donor experience. Its product offers optimized donation forms and checkout experiences with analytics and testing tools to boost conversion, operated through a subscription model with optional transaction processing fees. The company differentiates itself by applying data-driven optimization and proven for-profit fundraising practices to the nonprofit sector, focusing on measurable results and smoother donor journeys. Its goal is to help nonprofits worldwide increase donations and fundraising effectiveness through a technology-driven, scalable platform.

Company Size

201-500

Company Stage

Series B

Total Funding

$84.1M

Headquarters

New York City, New York

Founded

2017

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Simplify Jobs

Simplify's Take

What believers are saying

  • September 1, 2026 AI Visibility Assessment converts traffic decline into a sales wedge.
  • July 2026 Tap to Donate lifted average gift sizes 24% in early access.
  • Peer-to-peer early access nearly doubled fundraisers raising at least one gift.

What critics are saying

  • AI assistants can route donors to rivals, cutting Fundraise Up out of discovery.
  • Givebutter, Classy, and Bonterra target budget-conscious nonprofits with simpler all-in-one suites.
  • If donor AI workflows stall, Fundraise Up's 2026 category bet becomes a costly dead end.

What makes Fundraise Up unique

  • Fundraise Up owns the checkout and donor record, even for AI-initiated gifts.
  • Its 2026 Agentic Giving links ChatGPT and Claude to authorized nonprofit donation sessions.
  • Enterprise nonprofits use 23 languages, Salesforce sync, and PCI DSS Level 1 security.

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Benefits

Paid Vacation

401(k) Retirement Plan

401(k) Company Match

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

FSA Spending Account

Paid Parental Leave

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

3%

1 year growth

2%

2 year growth

0%
PR Newswire
Sep 1st, 2026
Fundraise Up launches free AI Visibility Assessment as nonprofit web traffic drops 35%

Fundraise Up has launched the AI Visibility Assessment, a free tool showing nonprofits how AI assistants currently understand and represent their organisations. The launch is the first practical application of Fundraise Up's Agentic Giving product suite, introduced in July to address the shift from donors navigating websites themselves to delegating discovery and giving through AI assistants. Organic search traffic to nonprofit websites has fallen approximately 35% year-over-year, whilst AI-referred traffic has grown roughly 1,000%. The assessment lets nonprofits enter their URL and see how AI interprets their organisation, where gaps exist, and what they can do to improve visibility. Fundraise Up's Agentic Giving infrastructure is designed to enable AI assistants to identify a nonprofit's authorised giving route and create official donation sessions, preserving recurring gifts, receipts, consent and attribution.

TMCnet
Sep 1st, 2026
Fundraise Up Launches AI Visibility Assessment to Help Nonprofits Prepare for Agentic Giving

Fundraise Up Launches AI Visibility Assessment to Help Nonprofits Prepare for Agentic Giving TMCnet News [September 01, 2026] | / | Fundraise Up Launches AI Visibility Assessment to Help Nonprofits Prepare for Agentic Giving BROOKLYN, N.Y., Sept. 1, 2026 /PRNewswire/ - Fundraise Up, the fundraising platform used by thousands of nonprofits globally, today launched the AI Visibility Assessment, a free tool that shows nonprofits how AI assistants currently understand and represent their organization. The launch is the first practical application of Fundraise Up's Agentic Giving product suite, introduced in July to describe the shift from donors navigating websites and donation forms themselves to delegating more of discovery, evaluation and giving through AI assistants. Organic search traffic to nonprofit websites has fallen approximately 35% year-over-year, while AI-referred traffic has grown roughly 1,000%. Donors are beginning to ask AI assistants which organizations address the causes they care about - often receiving an answer without ever visiting a nonprofit website. For nonprofits, that creates a new question: What does AI say about Fog Computing World? "Introducing Agentic Giving was about showing the sector where donor behavior is heading. Now we want to help every nonprofit understand where it stands," said Peter Byrnes, CEO and Co-Founder of Fundraise Up. "Before an AI assistant can help someone give to your organization, it has to be able to find you, understand you and trust the information it finds. The AI Visibility Assessment makes that visible." Unlike a traditional search engine, which returns links for a donor to evaluate, an AI assistant can synthesize information from a nonprofit's website, ratings pages, directories, media coverage and other sources - and provide an answer directly. If those sources are unclear, inconsistent or outdated, the nonprofit risks being represented inccurately or left out of the answer entirely. Fundraise Up's AI Visibility Assessment lets a nonprofit enter its URL and see how AI currently interprets its organization, where gaps exist and what it can do to improve its visibility. Organizations receive results immediately, with specific recommendations for what to address next. AI visibility is the first step in a larger shift. Fundraise Up introduced Agentic Giving on July 30 as a new category describing a future in which donors increasingly begin with intent rather than navigation. A donor might ask an AI assistant to find credible organizations addressing a cause, compare them and ultimately initiate a gift. That raises an important question for nonprofits: when an AI agent initiates a donation, who owns the giving experience that follows? Fundraise Up is building for a future where the nonprofit does. Its Agentic Giving infrastructure is designed to enable AI assistants to identify a nonprofit's authorized giving route and create an official Fundraise Up donation session, preserving the recurring gift, receipt, consent, attribution and CRM synchronization nonprofits rely on today. "Every major shift in technology creates new possibilities for how people give," said Byrnes. "AI is changing where the donor experience begins, but the opportunity is the same: make giving easier and help nonprofits build stronger relationships with the people who support them. We're building for what becomes possible when that experience can start anywhere." Fundraise Up's Agentic Giving work spans three connected capabilities: AI Discovery Readiness, including the new AI Visibility Assessment; Agentic Giving Pages, structured sources of truth designed to make a nonprofit's mission, campaigns and giving options legible to AI systems; and the Agent Donation Gateway, designed to allow authorized AI agents to create official Fundraise Up donation sessions. The AI Visibility Assessment is available free today from Fundraise Up. About Fundraise Up Fundraise Up exists to unlock the world's generosity. Founded in 2017, Fundraise Up is the AI-powered fundraising platform helping leading nonprofits create better donor experiences and raise more for their mission. Combining industry-leading conversion optimization with intelligent automation, Fundraise Up enables organizations to maximize every giving opportunity while reducing operational complexity. Backed by Telescope Partners and Summit Partners, nonprofit organizations including UNICEF, The Salvation Army UK, and American Diabetes Association use Fundraise Up to turn more supporters into donors and more donors into lifelong advocates. Learn more at fundraiseup.com. Additional Resources: AI Visibility Assessment [https://fundraiseup.com/resources/ai-visibility-assessment] Peter Byrnes article [https://fundraiseup.com/blog/the-shift-is-from-navigation-to-delegation] View original content to download multimedia:https://www.prnewswire.com/news-releases/fundraise-up-launches-ai-visibility-assessment-to-help-nonprofits-prepare-for-agentic-giving-302866519.html SOURCE Fundraise Up [ Back To TMCnet.com's Homepage] |

PR Newswire
Jul 29th, 2026
Fundraise Up launches Tap to Donate and Peer-to-Peer fundraising with AI-powered tools

Fundraise Up has launched two new products: Tap to Donate and Peer-to-Peer Fundraising, both now in early access. The Brooklyn-based company reports its technology has driven an average 30% lift in conversion for nonprofits that switched to its platform. Tap to Donate allows staff and volunteers to accept donations on phones or iPads at events. Early-access nonprofits saw average gift sizes rise 24% compared to previous in-person giving tools. The feature is included at no additional cost. The Peer-to-Peer Fundraising product uses an AI coach to help supporters create campaigns, write their stories, and track progress. During early access, the share of fundraisers raising at least one gift nearly doubled. Both products integrate with Fundraise Up's existing payments infrastructure used by nonprofits including UNICEF USA and the Canadian Red Cross.

Business Wire
Jan 24th, 2025
Fundraise Up Secures $70 Million Growth Capital Investment Led by Summit Partners

Fundraise Up, a premier fundraising platform for nonprofits globally, today announced a minority growth investment led by Summit Partners with partici

Fundraise Up
Jan 16th, 2025
Skyrocket donor retention rates with the Donor Portal

To make it even easier for donors to re-engage when they're ready, Fundraiseup has introduced the "Resume Donation" button.

INACTIVE