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Job Description Summary
The Operations Manager, Community Relations/Travelers Foundation is responsible for tracking, reporting, and analysis for the Community Relations department, including foundation and corporate related activities, serving in a dual corporate/foundation role.
This role is responsible for the development and maintenance of procedures for grant processing and payments, administrative work, bill payments and other operational aspects of the department, in addition to special projects to manage; accountable for implementation and maintenance of department technology systems.
Travelers offers a hybrid work location model that is designed to support flexibility.
Primary Job Duties & Responsibilities:
Financial Management & Reporting
Prepares financial statements and analyses.
Assists leadership in the creation and monitoring of budgets.
Processes payments for expenses, grantmaking and other activities in accordance with department and corporate requirements.
Works with internal and external auditors and accountants on the preparation of Travelers Foundation financial statements, 990PF and other required forms.
Works closely with corporate finance to provide monthly, quarterly and ad hoc reports.
Database & Systems Management & Reporting
Responsible for the development and production of financial and philanthropic reports and analysis from the Blackbaud Grantmaking and Benevity databases.
Draws conclusions and makes projections based on data analysis.
Manages and maintains Blackbaud Grantmaking grants database, ensuring integrity of data in the system.
Manages and maintains Benevity platform, ensuring integrity of data in the system.
Develops and maintains effective, efficient operations, focused on accuracy and timeliness.
Manages operational projects as assigned, for example vendor selection processes, systems implementation, volunteer activities, research, benchmarking.
Provides guidance and/or training to team members.
Collaborates with internal departments to comply with internal audit procedures, grant tracking and employee involvement procedures and processes.
Manages all office filing systems in accordance with retention policies, including grants, equipment contracts and warranties, and financial records.
Assists leadership in preparing for Travelers Foundation Board of Directors meetings.
Serves as team member in assigned areas of practice, such as disaster relief, employee involvement, outcomes measurement, or communications.
Creates, formats and updates PowerPoint presentations that include animation and media links.
Regularly interacts with internal employees at all levels and external contacts including community leaders, grantees, corporate funders, etc.
Supports implementation, monitoring and responding to inquiries related to the matching gifts and volunteer rewards programs.
Coordinates events and programs as assigned.
Manages grant-related correspondence (e.g., acceptance and declination notices).
Minimum of 4 years work experience in corporate community relations or related corporate administrative and operations experience required.
Education, Work Experience And Knowledge
Bachelor’s degree in Business, Communications, Public Policy or related field preferred.
3+ years of finance, reporting or similar experience in the corporate or philanthropic sector preferred.
Experience using multiple software packages to prepare highly confidential correspondence, presentations and complex documents.
2 years’ experience with databases and spreadsheets; high level of proficiency with grantmaking and employee giving/volunteering platforms, specifically Blackbaud Grantmaking and Benevity Spark products preferred.
Events management or project management experience a plus.
Developed skillset in software applications, including advanced database queries, complicated Excel spreadsheets (i.e. vlookup, pivot tables) and PowerPoint presentations.
Licensing or Certificates
Certificate(s) of practice in corporate philanthropy, corporate citizenship or related fields preferred.
Job Specific Technical Skills And Competencies
Advanced analytical skills, particularly with financial data and budgets, and ability to draw conclusions and make projections based on data analysis.
Demonstrated interpersonal, verbal and written communication skills.
Advanced organizational and interpersonal skills.
Excellent attention to detail.
Able to handle several different activities with strict deadlines.
Able to handle sensitive situations, maintain confidentiality, demonstrate good judgment and be diplomatic.
Able to travel and participate in events, functions and conferences.
Able to work independently and as part of a team.
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
When you work at Travelers, life’s most important moments become your life’s work. That means helping families feel secure, businesses to prosper, knowing that you’ve made a difference, and feeling like you belong to something bigger. It also means being part of a team comprised of 30,000 + talented and passionate people that are evolving to meet changing needs – from customer service to data science and beyond. If that’s more than you imagined in an insurance career, it’s time to join us at Travelers.