Job Description
Charitable Services Analyst – Operations
Location: Cohoes, NY
Duration: 6-Month Contract
Pay Rate: $30/hr
Overview
We are seeking a Charitable Services Analyst to join a fast-paced operations team supporting donor-advised charitable funds. This role will help maintain the financial integrity of charitable accounts by performing transaction reconciliations, cash monitoring, reporting, and operational support.
The analyst will collaborate with multiple internal teams to ensure accurate record keeping, support regulatory reporting requirements, and help improve operational processes across the charitable services platform.
Key Responsibilities
Reconciliation & Transaction Review
Perform daily reconciliations of charitable fund transactions to ensure accuracy between internal records and custodian records.
Investigate and resolve discrepancies in coordination with internal teams.
Cash Management & Financial Monitoring
Monitor bank accounts and perform cash controls to identify unusual or potentially fraudulent activity.
Review, process, and report on charitable expenses and budgets.
Process vendor invoices and partner with Accounts Payable as needed.
Operational Support
Review and approve client requests to ensure proper documentation and policy compliance.
Perform quality assurance reviews on completed work to ensure data accuracy.
Work across multiple internal systems to support operational workflows.
Reporting & Analysis
Generate daily, weekly, monthly, and annual operational reports.
Analyze KPI/KRI metrics related to team performance and operational health.
Assist with financial reporting and regulatory filings related to charitable funds.
Regulatory & Financial Reporting
Process Improvement
Basic Qualifications
Bachelor’s degree required
2+ years of professional experience in operations, finance, accounting, or analyst roles
Strong proficiency in Microsoft Excel and Microsoft Office
Preferred Qualifications
Experience working with financial operations, reconciliations, or reporting
Strong analytical and problem-solving skills
Excellent attention to detail and organizational abilities
Ability to work effectively in a fast-paced team environment
Strong written and verbal communication skills
