Foundation Source

IT Support

• Administer a comprehensive suite of employee benefits programs, including medical, dental, vision, HSA, HRA, FSA, COBRA, 401(k), and life/disability insurance
• Serve as the primary liaison for benefits vendors, brokers, and third-party administrators
• Manage and monitor benefit file feeds, proactively addressing changes, updates, discrepancies, and errors
• Reconcile and review monthly benefits invoices; partner with Payroll to ensure alignment between payroll deductions and enrollment data
• Manage the full lifecycle of employee leaves, including FMLA, PFL, STD, LTD, and other state-mandated programs
• Serve as a trusted resource for employees navigating leave
• Ensure adherence to federal, state, and local benefits regulations and maintain notices/disclosures
• Collaborate with HRIS and IT to maintain and improve benefits workflows and systems integrations
• Lead annual open enrollment process and employee communications
• Support M&A activities for benefits due diligence and transition planning
• Prepare and deliver benefits reports for Finance, auditors, and regulatory compliance

Benefit Manager

Administration

• 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

Associate, Gift Administration

Client Services Representative

• Deliver PG Calc software training services and rigorously test software
• Manage client support calls relating to PGM Anywhere, GiftWrap, Bequest Manager and GiftCalcs (80% of role)
• Develop and maintain comprehensive knowledge of PG Calc products, services, and gift planning fundamentals
• Offer support to software clients, respond to inquiries, record calls in CRM, administer client accounts and licensing
• Conduct group, online and custom training; develop curriculum and training manuals (10% of role)
• Participate in testing software updates, assist with release coordination, serve as Product Representative and liaison to Development (10% of role)
• Participate in cross-departmental committees and complete special projects; identify potential sales leads

Benefit Manager

Associate, Gift Administration

Client Services Advisor