Top 1 Operations and finance analyst Jobs in Provo, Ut

Operations and Finance Analyst
UI Charitable —Provo, UT
- $50,000 - $65,000 a year
- Full-time
- Customer service
- Writing skills
- English
- Paid parental leave
- Health savings account
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Operations and Finance Analyst

UI Charitable
Provo, UT

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Job Details

Full-time | Internship
$50,000 - $65,000 a year

Benefits

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

Qualifications

Operations management
Customer service
Writing skills
English
Bachelor's degree
Attention to detail
Organizational skills
Quality data entry
Time management

Full Job Description

About UI Charitable

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

Position Overview

An Analyst on the Operations Team in Finance and Accounting supports the growth, fulfilment, and ongoing management of Donor-Advised Funds. This entails helping to reconcile over 1,500 accounts with Assets Under Management of approximately $525M. This role also provides exposure to Fiscal Sponsorships, Community Funds, and Field-of-Interest Fund operations, impact investing, and one off charitable projects for high net worth individuals.

This position blends operations, finance, compliance, due diligence, and business analysis. The Analyst manages financial 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 is a full time salaried position working 40+ hours in an office within Provo, UT.

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

Support due diligence for new charitable start ups and initiatives
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
Experience with bookkeeping, Quickbooks Online, or financial processing is preferred
Experience with database, spreadsheet, or transaction-processing work preferred
Skilled communication skills in business writing is essential

Skills & Abilities

Adaptability and desire to learn new skills ranging from marketing, event planning and logistics, financial analysis, business writing and communication
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

Full-time, in-person work environment

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

Benefits:

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

Work Location: In person

Quick Apply

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operations and finance analyst jobs in provo, ut

Operations and Finance Analyst

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