Endowment Accounting Specialist


Fundriver, a fast paced, entrepreneurial technology solutions company, is looking for a full-time Endowment Accounting Specialist to assist with serving Fundriver’s client base.  Looking for candidates who thrive in a collaborative virtual environment working from home.  As a small, growing company, Fundriver employees participate in decisions about how the business operates and contribute directly to Fundriver’s growth.

Job description:

The most important aspect of this position is to help maintain a high level of support as we service 450+ Clients. Specifically, the mission of this position is to provide ongoing high-level customer support for endowment accounting and software issues for clients primarily located in the East and Central time zones.   The Endowment Accounting Specialist works collaboratively within the Client Experience model and must be able to work well within a team.

Main responsibilities:

Work with Client Experience team to deliver High Level Support to clients by proactively tracking issues from initial problem to resolution in Freshdesk (ticketing system), prioritizing work items, meeting multiple deadlines, communicating workflow and tagging tickets for weekly reports. 

Provide support to clients who submit endowment accounting tickets, i.e., spending rule set up, investment manager tracking, endowment and investment manager reconciliations.

Work efficiently to troubleshoot client issues and proactively assign members of Client Experience to resolve tickets as needed.

Identify supplemental services and communicate to clients when items will require a statement of work.

Ensure client specific processes are documented and published to the Knowledge Base.

Work with Inbound Support Team on objectives and key results that advance company initiatives.

Daily participation in Inbound Support Team Huddles to communicate Primary Focus Item(s) and bi-weekly participation in Client Experience Team Meetings where client issues/resolutions and processes are shared.

Qualified candidate requirements include:

Bachelor’s degree in Accounting, Finance           

3+ years of experience in Accounting with the ability to translate accounting principles and practices to a wide audience

Endowment accounting experience

Fundriver software experience preferred, but not required

Experience in a non-profit environment or knowledge of fundraising operations a plus

Dedication to excellence in customer service, strong communication and teamwork skills with an open, friendly demeanor

Excellent attention to detail, time management, prioritization, multitasking and organizational skills

Experience in MS Office with advanced Excel skills and Online ticketing and/or help desk experience a plus

Ability to work from home and willing to work during east coast or central time zone business hours

To learn more about Fundriver, please visit our website, http://fundriver.com.  Qualified candidates, please send cover letter, resume and salary requirements to hiring@fundriver.com.  Competitive salary and benefits provided.