Job Title: Operations Analyst

Location: Cohoes, NY
Duration: 5+ Months

Job Overview

We are seeking a detail-oriented Operations Analyst to join a fast-paced operations team supporting charitable giving and donor-advised fund administration. This role involves managing high-volume operational processes, maintaining accurate records, preparing reports, processing financial transactions, and collaborating with cross-functional teams to ensure efficient and compliant operations.

Key Responsibilities

• Process incoming and outgoing checks accurately and within established timelines, including logging, tracking, validating payee information, coordinating approvals, and supporting reconciliations.

• Prepare, maintain, and update recurring and ad hoc operational reports using Excel, ensuring data accuracy and completeness.

• Perform account and record maintenance by updating donor-advised fund information and related administrative systems while ensuring compliance with internal policies.

• Identify opportunities to improve operational workflows, streamline administrative processes, and enhance reporting and tracking procedures.

• Coordinate with internal stakeholders to resolve administrative issues, gather required documentation, and facilitate smooth operational execution.

• Support regulatory and audit readiness by maintaining accurate documentation and operational records.

• Handle multiple priorities while maintaining a high level of accuracy and attention to detail.

Required Qualifications

• Bachelor's degree or equivalent experience.

• Strong attention to detail and organizational skills.

• Proficiency in Microsoft Excel and other Microsoft Office applications.

• Excellent written and verbal communication skills.

• Ability to manage multiple tasks in a high-volume, deadline-driven environment.

• Strong analytical and problem-solving abilities.

• Ability to work effectively with cross-functional teams.

Preferred Qualifications

• Experience in operations, financial services, banking, asset management, or charitable/nonprofit administration.

• Familiarity with financial transaction processing and account maintenance.

• Knowledge of regulatory compliance and operational controls is a plus.

Key Skills

• Operations Support

• Check Processing

• Excel Reporting & Analysis

• Account Maintenance

• Process Improvement

• Data Accuracy & Reconciliation

• Cross-Functional Collaboration

• Documentation & Record Management

• Analytical Thinking

• Time Management

• Attention to Detail

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.The pay rate for this position is $26.00/hr.