Associate, Gift Administration Position Available In Middlesex, Massachusetts

Associate, Gift Administration 3.3 3.3 out of 5 stars Cambridge, MA 02138 • Hybrid work

Description:

Foundation Source is seeking a reliable, detail-driven Associate to join our Endowment Sub-Accounting (ESA) team. This role is ideal for someone who takes pride in doing things the right way, values consistent processes, and enjoys being part of a dependable and supportive team. The Associate will be responsible for producing monthly and quarterly endowment sub-accounting reports for a portfolio of nonprofit and institutional clients. This position also supports planned giving reporting and provides backup to our Gift Administration Financial Administrator. If you’re someone who finds satisfaction in precision, enjoys structured work, and wants to make a meaningful contribution to organizations doing good in the world, this role may be the perfect fit.

Key Responsibilities:

Produce Monthly and Quarterly Endowment Reports (85%) Serve as a reliable point of contact and relationship manager for a portfolio of client accounts. Analyze and reconcile financial data, ensuring accuracy and integrity in all reporting. Maintain established processes to produce timely and accurate sub-accounting reports. Distribute reports in accordance with contractual deadlines and resolve client questions as needed. Support teammates by serving as a backup relationship manager during scheduled absences. Introduce clients to additional products and services as appropriate. Produce Planned Giving Reports (5%) Use GiftWrap software to generate standard planned giving reports. Maintain accurate and timely client data input for monthly/quarterly reports. Support calculations related to FASB liability, state reserve requirements, and CGA market values. Support Gift Administration Operations (10%) Provide dependable backup support to the Financial Administrator during peak periods or time off. Assist with tasks including check processing, ACH and wire uploads, and account reconciliation. Ensure timely, error-free financial transactions while maintaining a high standard of customer service.

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 Driven by a sense of purpose and takes pride in supporting mission-driven work through operational excellence

Dedicated Workspace:

Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours.

Reliable Internet Connection:

High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs.

Hybrid Work Commitment:

If hybrid, must be able to reliably commute to the Cambridge office 2 days per week and meet in-person collaboration requirements as needed.

Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.