Top 2 Operations and finance associate Jobs in Provo, Ut

Operations and Finance Associate
UI Charitable —Provo, UT
- $50,000 - $65,000 a year
- Full-time
- Customer service
- Writing skills
- English
- Health savings account
- Health insurance
Quick Apply
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Operations and Finance Associate

UI Charitable
Provo, UT

Quick Apply

Job Details

Full-time
$50,000 - $65,000 a year
9 hours ago

Benefits

Health savings account
Health insurance
401(k)
Paid time off
401(k) matching

Qualifications

Computer operation
Customer service
Writing skills
English
Bachelor's degree
Quality data entry
Excel data analysis

Full Job Description

Finance, Operations, and Business Development Associate

About UI Charitable

The mission of is to accelerate and elevate philanthropy. We partner with financial advisors, investment professionals, and high net worth individuals to design and administer charitable vehicles that drive charitable outcomes.

Position Overview

An Analyst on the Business Development Team supports the execution, compliance, and ongoing management of charitable financial workflows. Fiscal Sponsorships, Community Funds, and Field-of-Interest Funds. This role also provides exposure to Donor-Advised Fund operations, impact investing, and measurement and evaluation projects.

This position blends operations, finance, compliance, due diligence, and business analysis. The Analyst manages workflows and supports both donors and sponsored projects. Precision in working with numbers, strong organizational skills, exceptional written and verbal communication abilities, and sound critical thinking are essential.This job carries a high degree of autonomy and ownership.

This is a full time salaried position working 40+ hours in an office within Provo, UT.

We would be interested in also hiring part time 20 hours a week at least 4 days a week.

Operations, Finance, & Grant Administration

Execute day-to-day financial and operational workflows for charitable projects and donor-advised funds
Review and process funding, payment, and grant requests
Coordinate approvals, disbursements, and confirmations across internal teams and external partners
Accurately update, edit, and maintain critical data across systems of record

Due Diligence, Compliance, & Reporting

Excellent business communication skills (written and verbal)
Support due diligence for new charitable projects and initiatives; gathering, summarizing, and critically analyzing information.
Track reporting requirements and follow up on required documentation
Review narrative and financial reports for completeness, clarity, and compliance with stated outputs and outcomes

Requirements & Essential Skills

Education & Experience

Bachelor’s degree
Finance and or accounting experience with bookkeeping, accounting software, or financial processing is preferred
Experience with database, spreadsheet, or transaction-processing work preferred

Skills & Abilities

High attention to detail and accuracy, particularly in finance, bookkeeping, and data entry
Proficiency in Excel or Google Sheets for financial tracking
Strong written and verbal communication skills; fluent in English
Strong organizational and time-management skills with the ability to manage multiple tasks
Customer-service mindset with the ability to maintain positive professional relationships
Effective problem-solving skills and sound judgment
Ability to work both independently and collaboratively within a team
Reliable, ethical, and trustworthy; able to maintain confidentiality and act in the organization’s best interests
Demonstrated ability to meet deadlines and follow established processes

Work Requirements

Ability to sit for extended periods and work on a computer
Full-time, in-person work environment
Limited international travel may be required;

Pay: $50,000.00 - $65,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Health savings account
Paid time off

Work Location: In person

Quick Apply

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operations and finance associate jobs in provo, ut

Operations and Finance Associate

Construction Surety Underwriter / Financial Analyst (Associate Account Executive)

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