The Financial Associate, Statements is responsible for collecting, logging, and maintaining financial and tax documents to support various teams across the company. This role involves working closely with internal departments, clients, and financial advisors to ensure the timely receipt and accurate processing of documents received via mail, email, online portals, or automated files. The Associate will review and organize a wide variety of documents, including investment, checking, partnership, K-1s, and alternative asset accounts from over 100 banks and institutions. The ideal candidate will have a strong attention to detail, excellent communication and computer skills, and the ability to work effectively both independently and as part of a team. 

Key Responsibilities

Intake, Review, and Coordination of Statements (85%)

• Demonstrate a strong understanding of business bank statement types, their financial information, and frequencies.
• Comprehend financial data from statements, including assets, liabilities, expenses, and revenue, to support quality assurance.
• Organize and execute outreach to internal and external stakeholders to ensure the timely receipt of required documents.
• Collect, register, scan, and upload financial documents according to company procedures, using third-party software when applicable. Many documents are physically received via USPS.
• Process statements from over 100 banks and financial institutions.
• Handle a variety of statements, including investment, checking, partnership, K-1s, and alternative asset accounts.
• Review and update documents for ongoing maintenance and quality control.
• Assist in streamlining and automating processes to ensure the timely processing of various documents.
• Ensure data integrity and understand the impact of financial data across all Foundation Source systems.
• Maintain internal records related to documents, including tracking missing statements and taking action to resolve discrepancies.

Other Tasks (15%)

• Prepare ad hoc financial requests and other analyses as requested  
• Support financial operational projects as needed 

Requirements

• BA degree in business preferred
• Comfortable working with various systems – Adaptable and able to efficiently navigate and optimize different software and systems.
• Strong interpersonal and teamwork skills – Collaborative, with a focus on building positive relationships and working effectively in team settings.
• Detail-oriented, self-motivated, and able to prioritize – Highly organized, with the ability to manage multiple tasks and consistently maintain focus on key priorities.
• Ability to learn quickly and take initiative – Proactive in acquiring new skills and tackling challenges independently, with a strong drive to improve processes.
• Effective communication skills – Clear and thoughtful communicator, able to articulate information effectively with stakeholders at all levels.
• Excellent computer skills, especially Excel – Proficient with technology and systems, leveraging advanced tools like Excel to enhance data management and analysis.
• Maintain confidentiality regarding sensitive documents – Committed to protecting sensitive information and ensuring confidentiality in all aspects of the role.

Work Environment: Full-time in Fairfield, CT office (5 days/week required) 

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.    

 An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

We are seeking a dynamic Director of Business Development to drive revenue growth in a specific region. This role involves developing and executing sales strategies to meet regional quotas, collaborating with the Head of Direct Sales to align goals with company objectives, and building strong relationships with individuals and teams. Success will depend on the ability to influence and motivate others by understanding their unique needs and linking them to overarching business goals.

This position requires a leader with exceptional communication skills, who can inspire commitment and foster a collaborative environment. A self-confident, extroverted style is essential, along with a "selling" approach to drive results and create buy-in for ideas. The Director will need to adapt to changing goals, initiate projects, and build teams to meet challenges, all while fostering a positive, results-oriented culture.

Key Responsibilities:

Sales Strategy & Execution, Quota Achievement (40%) 

• Develop and implement a comprehensive sales strategy to penetrate the market and increase sales within your assigned region. This includes crafting plans and executing them to achieve sales growth and market expansion.  
• Achieve and exceed quarterly and annual sales quotas, providing regular updates on progress and performance metrics to the Head of Sales. This responsibility is key to tracking and measuring success. 

Relationship Management (30%) 

• Build and maintain strong relationships with key stakeholders, financial advisors, and strategic partners within the region to foster long-term, mutually beneficial connections. 

Prospecting and Lead Generation (20%) 

• Identify and generate new business opportunities through networking, industry events, and targeted outreach, driving continued business growth in the region. 

Sales Presentations, Market Analysis, & Collaboration (10%) 

• Conduct engaging presentations and demonstrate the value of our services and technology solutions. Stay informed on industry trends, the competitive landscape, and emerging technologies to effectively position offerings. 
• Work closely with Marketing, Onboarding, and Client Service teams to ensure smooth transitions for clients and successful events. Accurately record all sales activities in Salesforce to maintain proper documentation and reporting. 

Requirements

• Bachelor’s degree in business, marketing, or related field (preferred but not required). 
• 5+ years of Business Development and/or Client Service experience working directly with clients and prospects 
• Exceptional communication and presentation skills, to effortlessly build rapport and engage others. 
• Driven by a strong sense of urgency, highly self-motivated, and energized by a fast-paced environment. 
• Ability to inspire action and enthusiasm in others to ensure goals are consistently met, while delivering outstanding performance in dynamic situations. 
• Proficiency in using CRM tools (e.g., Salesforce, HubSpot) to manage sales pipelines and activities. 
• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. 
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 
• Travel: Up to 40% 

 This role offers a base salary plus commission structure. Potential for quarterly payouts based on performance.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms.  Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.    

An Equal Opportunity Employer 

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

Are you a strategic leader with a passion for fintech and philanthropy? As our Senior Product Manager for the Donor-Advised Fund (DAF) Platform, you will drive the development of innovative solutions that simplify giving for donors and wealth management professionals. You’ll collaborate with a talented team of engineers, designers, and stakeholders to shape core features that integrate cutting-edge technology with impactful philanthropy, enabling hundreds of charitable causes.

This role is critical in uniting cutting-edge technology with impactful philanthropy to support strategic, seamless, and scalable giving solutions. It is an exciting opportunity to work on high-impact and high-quality fintech solutions that are reshaping charitable giving.  In this fast-paced, agile environment, you’ll embrace speed as a feature, ensuring your designs swiftly move from concept to live product. If you thrive on solving complex challenges and making a meaningful impact in the world by enabling hundreds of charitable causes, we want you to join us in reshaping the future of charitable giving.

Key Responsibilities:

Feature Development (30%)  Lead the design, development, and launch of features such as:

• Multi-custodial investment accounting and trading 
• External-facing control panel applications for client operational teams 
• Integrate DAF platform features with Foundation Source’s existing products, and vice versa
• Monitor product performance and user feedback to identify areas for improvement and drive product enhancements

Customer Understanding (20%)

• Immerse yourself in the context of enterprise clients and donors, championing their needs and use cases 
• Stay up-to-date with industry trends and best practices in fintech and philanthropy

Stakeholder Collaboration (20%) 

• Partner with business stakeholders, customers (including donors, wealth management professionals, and charitable organizations), and operational teams to define product requirements, develop product roadmaps, and prioritize features
• Create compelling presentations to deliver product strategies to senior management and stakeholders

Research and Analysis (20%) 

• Conduct market research to identify trends, competitive landscapes, opportunities and customer needs in the DAF space
• Use product metrics and user feedback to drive continuous improvement, as well as present product strategies and updates to senior management and stakeholders

Cross-Functional Leadership (10%) 

• Work closely with engineering, design, and other teams to deliver high-quality product features

Requirements

• 5+ years in product management or equivalent experience with software development and SaaS platforms. 
• Proven ability to take ownership of diverse responsibilities, make bold decisions, and thrive in a start-up or fast-paced environment.
• Deep understanding of fintech use cases and complex integrations, such as payment APIs, trading platforms, or financial compliance systems. 
• Ability to deeply understand customer needs and pain points beyond what is obviously expressed, and to design solutions that address them. 
• Ability to develop new ideas, systems and technology, and also analyze and improve on old ones. 
• Consistent professional history of delivering strong, on-time product output without sacrificing high levels of team morale and satisfaction. 
• A high level of expertise is expected and the ability to spot and correct errors is important.
• Outstanding abilities in both factual and direct written communication, presenting, stakeholder management, and cross-functional collaboration. 
• Ability to lead and control multiple projects simultaneously while making swift, yet calculated decisions.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.  

We are seeking a tax accountant to be a key player in our Client Tax & Legal Affairs department. The position requires an ability to analyze financial information, interpret tax rules, and complete work with a high level of accuracy and in a timely fashion. Written and oral communication skills are important, as the job requires continual interaction with colleagues, with clients (foundations), and at times with the IRS. The ideal candidate has a natural curiosity, ability to adapt to evolving tax laws, swiftly grasp complex tax concepts, regulations, and industry changes.

Prepare and file foundation tax returns (70%)

• Prepare private foundation tax returns (IRS Forms 990PF and 990T, and accompanying forms) and extensions (8868)

Research, Analysis and Reporting (30%)

• Calculate and review quarterly estimates
• Responsible for drafting responses to client comments and questions
• Research and draft responses to correspondence received from tax authorities (mostly in the form of IRS Notices)
• Analyze Minimum Distribution Requirements
• Other tax related projects as requested by management

Requirements

• Bachelor's degree in accounting, business administration, economics, or finance with a minimum of 2 years of tax return preparation and tax accounting experience preferred
• Mastery of computer and web-based products not limited to MS Word, Excel, Outlook, Adobe Acrobat and Salesforce; experience with GoSystem Tax RS preferred
• Strong organizational skills and ability to manage and prioritize multiple projects while meeting statutory and internal deadlines
• Strong technical skills (tax, accounting)
• Must work collaboratively in a team environment as well as independently
• Confidence to identify problems and recommend solutions in a fast-paced environment
• Excellent written and oral communication skills
• Knowledge of K-1s and Foreign Filings
• Highly motivated, detail oriented, self-starter
• GL experience a plus

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Ability to maintain a home office that is conducive to work and free of distractions during business hours is required.

An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.