Foundation Source

Associate, Gift Administration

Foundation Source

full-time

Posted on:

Origin:  • 🇺🇸 United States • Massachusetts

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Salary

💰 $61,000 - $68,000 per year

Job Level

JuniorMid-Level

About the role

  • Produce monthly and quarterly endowment reports for a portfolio of nonprofit and institutional clients
  • Serve as a reliable point of contact and relationship manager; analyze and reconcile financial data; maintain established processes; distribute reports; resolve client questions
  • Produce planned giving reports using GiftWrap; maintain client data input; support calculations related to FASB liability, state reserve requirements, and CGA market values
  • Provide backup support to Gift Administration Operations: assist with check processing, ACH and wire uploads, account reconciliation; ensure timely, error-free financial transactions

Requirements

  • Associate or Bachelor's degree in business, accounting, finance, or related field OR 4+ years of on-the-job experience in a finance or administrative environment
  • Strong attention to detail and commitment to accuracy, data integrity, and doing things by the book
  • Thrives in structured environments with defined procedures, recurring tasks, and steady workflows
  • Able to manage multiple priorities with consistency and timeliness while maintaining high quality
  • Communicates clearly and professionally; works well independently and as part of a collaborative team
  • Process-oriented with a continuous improvement mindset and comfort using Microsoft Office and financial software
  • Dedicated workspace and reliable internet connection
  • Willingness to hybrid work arrangement with Cambridge office 2 days per week