The Wealth Foundations & Endowments Administration Operations Senior Analyst is responsible for the day-to-day operations of the F & E specialty support group which includes daily review of cash balances, overdrafts, and lockbox activity. Processes contributions, distributions, charitable gift annuities, fund accounting, and system coding requests. Aids in the account opening and closing process. Acts as a liaison between F & E specialty support group and clients to deliver and enhance the perfect client experience.

Key Responsibilities:

• Effectively coordinates all duties on assigned line of business accounts including cash processing, fund accounting, lockbox processing, and system coding requests while maintaining a heightened focus on client retention.

• Adhere to internal controls and procedures, including client authentication, to ensure efficiency, quality, and mitigate risks.

• Continually explore all opportunities to gain efficiencies through standardization and automation.

• Actively participate in training new teammates.

• Learn and understand how the Fund Accounting Systems, Trust Accounting System and ancillary systems work.

• Process all required transactions on the fund accounting system and other appropriate fund accounting systems.

• Demonstrates ability to handle complex accounts and deal with situations that require sound judgement.

• Provide assistance to team members with researching and resolving account issues.

• Works with appropriate internal partners to resolve pertinent account issues. Coordinate and provide quality control reviews for teammates, with an enhanced attention to detail to prevent errors, according to procedures. Participate in internal and external audit inquiries as required.

• Produce and validate fund accounting statements prior to release.

• Frequency can be monthly, quarterly and/or annually.

• Respond to voicemail and email communications from clients and teammates timely and with a high attention to detail and accuracy.

• Authentication -Perform client identity verification utilizing multiple authentication procedures.

• Manage the department’s email box by organizing, prioritizing, responding to client and internal communication promptly.

• Oversee secure processing of client documents and payments in the lock box. Completes all assigned training courses on time.

• Communicate pertinent account issues in a timely manner to F & E Operations and assists with various internal projects as requested.

Basic Qualifications:

• Minimum of 3 years of endowment or nonprofit donations experience

Preferred Qualifications:

• Bachelor’s degree in business or related field or equivalent work experience

• Strong problem-solving skills and keen attention to detail

• Ability to work under pressure and meet critical deadlines

• Ability to process detailed work and work independently

• Proficient knowledge of Microsoft Office software products and various fund accounting systems

• Working knowledge of internal software applications

• Strong communication, interpersonal and organization skills

Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Maryland, New York or Washington as set forth below.

The application window for this job will remain open until at least 09/26/2024. However, if this date has passed, please note we are still accepting applications.

Information on benefits is here. (https://www.accenture.com/us-en/careers/local/total-rewards)

Role Location Annual Salary Range

California $63,200 to $154,800

Colorado $63,200 to $133,700

District of Columbia $67,300 to $142,400

New York $58,500 to $154,800

Maryland $58,500 to $123,800

Washington $67,300 to $142,400

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