Financial Specialist
We are seeking a highly detail-oriented and customer service-focused Financial Specialist to join our Finance & Gift Administration team. This is a critical contract position providing daily financial support, data management, and assistance in the utilization of philanthropic funds.
This is an excellent opportunity for a candidate with strong Excel skills to gain experience in foundation finance and gift administration.
- Job Title : Financial Specialist
- Location : 100% Onsite (New Kensington, PA)
- Duration : 3-Month Contract (with potential for extension)
- Schedule : Full-time (40 hours / week), Monday to Friday, 8 : 00 AM – 5 : 00 PM
- Pay Rate : $28 - $32 per hour
Key Responsibilities
The Financial Analyst will provide essential support to the Foundation and Gift Administration by :
Fund Administration : Facilitating the utilization of donated funds and managing the process for requesting philanthropic dollars and patient assistance.Data Management & Tracking : Performing accurate daily data entry, tracking fund encumbrances, and managing recordkeeping for fund applications.User Support & Reporting : Assisting users in navigating the online application for fund use, accessing financial reports on Teams, and submitting supporting documentation for reimbursements.Customer Service : Serving as a primary support contact, helping users access financial information and understand fund data.Month-End Support : Assisting in month-end closing activities by accurately coding transactions for reconciliation purposes.Administrative Tasks : Performing various business operations and administrative tasks to ensure the smooth functioning of use of funds and patient assistance programs.Required Qualifications & Skills
Intermediate to Advanced Proficiency in Microsoft Excel (pivot tables, VLOOKUP, complex formulas).High Attention to Detail and precision in data entry and recordkeeping.Strong Customer Service Skills and a proactive, helpful orientation.Ability to work 100% onsite (40 hours / week).Education & Experience (Meeting one of the following)
Associate’s Degree with a certificate in Accounting or Finance; ORBachelor’s Degree with a major in Accounting, Finance, Economics, Business Management, or a related field; OR5 years of equivalent experience working in the accounting or finance field.Preferred Qualifications
A minimum of 2 years of experience in an Accounting, Finance, Economics, or Business Management role.Proficiency with the full Microsoft Office Suite (Excel, Word, PowerPoint).