Job Description

Charitable Services Analyst

Location:  Cohoes NY (Onsite)

Duration: 6 months

Pay rate: $26.00

OVERVIEW:

Process Improvement and Operational Efficiency: Identify opportunities to improve administrative workflows, reduce manual effort, and strengthen consistency in execution. Contribute to process enhancements by suggesting practical improvements to tracking, reporting, templates, and team procedures.

Cross-Functional Coordination: Communicate professionally with stakeholders to resolve administrative items, gather missing information, and support smooth execution of operational tasks across teams involved in charitable grant making

RESPONSIBILITITES

• Check Handling: Process incoming and outgoing checks with a high degree of accuracy and timeliness, including logging, tracking, validating payee information, coordinating approvals, and supporting reconciliation of check-related activity in accordance with internal controls and established procedures.
• Reporting & Analysis: Prepare, update, and maintain recurring and ad hoc reports in Excel to support team operations, management review, and audit readiness. Ensure data is complete, organized, and accurate, and assist with tracking key operational metrics, volumes, and outstanding items.
• Account Maintenance: Perform record updates across donor-advised fund records and related administrative systems, including updating account information, documenting changes, and ensuring records remain accurate, current, and aligned with internal policies.
• Process Improvement and Operational Efficiency: Identify opportunities to improve administrative workflows, reduce manual effort, and strengthen consistency in execution. Contribute to process enhancements by suggesting practical improvements to tracking, reporting, templates, and team procedures.
• Cross-Functional Coordination: Communicate professionally with stakeholders to resolve administrative items, gather missing information, and support smooth execution of operational tasks across teams involved in charitable grant making

REQUIRED QUALIFICATIONS

• 1-3 years of professional experience with a preference towards experience with Donor Advised Funds, or other charitable organizations
• BA/BS degree

PREFERRED QUALIFICATIONS

• Candidate must be proactive, enthusiastic and team oriented
• Strong client service orientation with prior work experience in a role handling client outreach
• Ability to remain composed under pressure
• Ability to adapt to new challenges and a fast-changing environment
• Accuracy and attention to detail
• Strong written and verbal communication skills