Salary
💰 $61,000 - $68,000 per year
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