Description

This position is responsible for supporting the department and Manager of Donor Information to ensure all information entered in the database is consistent with the Foundation’s data integrity rules and requirements. This position will prepare detailed reports and conduct quality analysis. This position reports to Director of Donor & Corporate Services and is salaried, nonexempt. The job is hybrid and, after a successful training period, will be expected to be in the office at least two days a week. 

Essential Functions

• Assist with the new fund setup process and updating existing funds.
• Ensure all information entered in the database is consistent with the Foundation’s data integrity rules and requirements.
• Perform database maintenance tasks and cleanup projects as needed.
• Produce Charitable Investment Reviews and other donor-requested reports. 
• Administrative support for the Donor and Corporate Services teams. (Includes profile set up, charity checks, and matching gift support).
• Reception back-up coverage as needed. 

Requirements

• A Bachelor’s degree or equivalent and at least 4 years of related experience. Equivalent combination of education and experience will be considered.
• Comfortable with technology and aptitude to learn new databases quickly and navigate between multiple applications easily.
• High technical aptitude and ability to learn new software quickly and thoroughly. Must be able to edit data and format reports in Adobe Acrobat and Word. Strong background in Excel and have experience with v-lookup and pivot tables. Experience in Salesforce is a plus.
• Ability to read, analyze and interpret a variety of instructions and procedures; operate within current industry best practices.
• Ability to build professional relationships with internal and external stakeholders and successfully communicate verbally and in writing. Ability to make effective speeches and presentations on controversial or complex topics to varying stakeholders.
• Possess operational level of financial acumen and ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to operate in a highly collaborative environment, while able to work independently and be self-motivated.

The employee must physically be able to

• Regularly complete tasks at a computer terminal. 
• Work in a fast-paced environment with frequent interruptions.
• Work within an office that has a moderate noise level. 
• Communicate and interpret detailed information.

This job description is a summary of the employment-at-will relationship and not a contract. Not every responsibility is outlined, changes should be anticipated, and other duties will be assigned as necessary.