Finanacial Analyst

About Foundation Source

Foundation Source is the nation's leading provider of outsourced support services for private foundations. We handle the "back-office" tasks that foundations don't have the time, inclination or capacity for...allowing donors, directors, staff and advisors to focus on charitable giving. Services include administration, compliance monitoring, federal and state filings, grants management and much more. 

 

Overview/Job Description

The Financial Analyst will reconcile and analyze monthly investment account activity for our foundation clients.  They will maintain client accounts to ensure the information is accurately reflected and ensure accounts are reconciled on a timely basis. 

 

Primary Responsibilities

- Analyze and reconcile monthly investment account statements

- Research foundation disbursement activity

- Streamline current processes in order to maintain timely processing of account activity

- Monitor and maintain statement log of over 800 accounts

- Handle special adhoc projects as they arise

 

Ideal candidates will posses the following skills and qualifications:

- 1-2 years experience in the areas of financial analysis and reporting

- BA degree in accounting or finance

- Solid analytical skills interpreting investment activity and transactions

- Strong interpersonal and teamwork skills

- Must be detail oriented, self motivated and able to prioritize

- Ability to learn quickly and take initiative

- Experience in financial services industry a plus

- Excellent computer skills