Operations Transformation Specialist

Become a Part of the NPT Team

National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. NPT was founded in 1996. Since that time, we have raised more than $57.3 billion in charitable contributions and currently manage $35.1 billion in charitable assets. We have made more than 720,000 grants totaling more than $28.5 billion to charities all over the world. We rank among the largest grantmaking institutions in the United States.

Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally known experts in philanthropy and business.

At National Philanthropic Trust, we foster a welcoming environment for all.People are valued and respected for who they are-with opportunities to bring theirentrepreneurial spirit andtalents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes National Philanthropic Trust one of the most rewarding places to work.

What You'll Do

The Operations Transformation Specialist will support and lead priority projects through deliverables and change management efforts. The Operations Transformation Specialist will coordinate projects and deliverables from an Operations perspective, collaborating with operations SMEs, technology, the project management team and with other stakeholders where appropriate to drive process and technological enhancements. The ideal candidate will be organized, able to prioritize meeting deadlines, communicate clearly to a diverse set of stakeholders, a team-player and self-starter preferably with a strong background in operational processes, technology, and project management.

Position requires a hybrid work model with three days in-office per week.

Duties/Responsibilities:

Lead, manage, and implement projects, deliverables, and changes within the operations department alongside the team of others.
Create project plans for operation-led projects using project management principles.
Collaborate with Operations subject matter experts (SMEs) to establish business requirements for assigned projects.
Collaborate with appropriate stakeholders on building test plans and execute testing on all necessary projects.
Document all processes, procedures, and materials to help establish best practices and standard operating procedures (SOPs).
Communicate with manager, leaders and any relevant stakeholders project status updates, achievements, and challenges.
Provide oversight for operations-related implementations including technological improvements and process enhancements, highlighting and escalating issues as appropriate.
Partner with the project management team on projects related to operations, providing assistance, insight and oversight as needed.
Ensure effective handover of the project to the operational teams and monitor mechanisms post implementation.
Create, coordinate and analyze operational metrics
Foster a strong working relationship when partnering with the other teams across the organization as well as key business stakeholders.

The above list is not exhaustive, additional tasks may be assigned as necessary but are not a major function of the position.

What You Bring:

Bachelor's degree required, preferred concentration in Business, Operations, Finance, Accounting, or related field, or equivalent experience.
Excellent time management skills with a proven ability to meet deadlines.
Excellent organizational skills and attention to detail.
Excellent verbal and written communication skills.
Knowledge of project management.
Adept at multi-tasking and work prioritization.
Strong analytical and problem-solving skills.
The ability to work both self-directed and in collaboration with others.
Proficient with Microsoft Office Suite or related software.
Experience working with Salesforce and Stellar.
Maintain the highest level of integrity, professionalism, and ethical standards.

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.

Operations Transformation Specialist

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