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Data Analyst in Durham, NC at Veritude

Date Posted: 1/20/2019

Job Snapshot

Job Description

Veritude is seeking a Data Analyst to support Fidelity Charitable. This position is based in Durham, NC.

Description:

The Pooled Income Fund (PIF) is a charitable product offering that allows donors to receive an immediate partial tax deduction on a contribution and regular income stream for designated income beneficiaries. The Fund invests contributions and then passes along income distributions to beneficiaries.  Fidelity Charitable is in need of a Data Analyst to review all data points (DOB, SSN, address, phone, successor NPO, beneficiaries, etc.) relating to the 600+ PIF accounts to ensure its complete and accurate in all systems. This work includes locating and filing all initial paperwork according to the record retention policies, reaching out to donors for updated information and paperwork as needed. In addition, the Data Analyst will complete a proactive review of all successor non-profit data on file to ensure validity. Further, the Analyst may be asked to help resolve data discrepancies, dispute erroneously cashed checks and update existing policies & procedures into a new format.

Core Responsibilities:

  • Reviewing multiple systems for missing or inaccurate data
  • Interacting with internal partners and external clients to research and resolve data issues
  • Entering data in multiple systems with high degree of accuracy
  • Performing research on non-profit organizations

Required Qualifications:

  • Bachelor’s degree
  • Strong analytical skills and attention to detail
  • Strong interpersonal skills and professional demeanor
  • Ability to multi-task and meet tight deadlines
  • Proficiency in Excel and Outlook

Preferred Qualifications:

  • Professional verbal and written communication skills
  • Experience in financial services or high volume transaction processing

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