Disbursement Operations Lead

Posted 7 Hours Ago
Be an Early Applicant
Calgary, AB
Entry level
Software
The Role
As the Disbursement Operations Lead, you will ensure smooth financial processes, optimize protocols, conduct process analysis, and train team members. You'll act as a Subject Matter Expert on financial disbursement processes, monitor payment failures, manage inquiries via Jira, and facilitate operational efficiency.
Summary Generated by Built In

Meet Benevity
Benevity is the way the world does good, providing companies (and their employees) with technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We’re also one of the first B Corporations in Canada, meaning we’re as committed to purpose as we are to profits. We have people working all over the world, including Canada, Spain, Switzerland, the United Kingdom, the United States and more!

As the Disbursement Operations Lead, you’ll play a pivotal role in ensuring smooth, accurate, and timely support for stakeholders in our financial processes. With deep expertise in operations, you’ll guide and coach our team, helping embed new processes while optimizing existing ones. You’ll bring a detail-oriented approach to support world-class service delivery and continuous improvement. 

What you’ll do:

  • Develop an in-depth understanding of financial processes specific to charitable foundations.
  • Lead 1-2 major projects to develop, implement, and optimize scalable protocols and processes.
  • Conduct process analysis and optimization to improve efficiency and accuracy, ensuring documentation is kept up-to-date.
  • Act as a Subject Matter Expert (SME) on financial disbursement processes, identifying potential opportunities and risks.
  • Monitor payment failures, identify trends, and escalate issues to leadership as necessary.
  • Triage and assign incoming inquiries through Jira to ensure timely and efficient action.
  • Train and coach team members on existing and new processes, fostering knowledge-sharing and collaboration.
  • Track operational metrics, following up as needed to achieve targets and meet goals.
  • Identify and remove process barriers as the team progresses through development cycles.

What you’ll bring:

  • Proven leadership or coaching experience.
  • A results-driven, proactive, and resourceful mindset.
  • Excellent interpersonal skills and the ability to communicate effectively with stakeholders at all levels.
  • Expertise in identifying business problems and mapping them to complex technical solutions.
  • Strong commitment to client success and operational efficiency.
  • Outstanding written and verbal communication skills.
  • Analytical mindset with a commitment to resolving a variety of issues.
  • Ability to work independently with sound judgment.
  • Resilience and adaptability in a fast-paced, dynamic environment.
  • Strong Excel skills
  • Proficiency in MS Office.
  • Experience with data visualization tools such as Looker is an asset
  • Team-oriented with a fun, positive spirit.

Discover your purpose at work

We’re not employees, we’re Benevity-ites. From all locations, backgrounds and walks of life, who deserve more …

Innovative work. Growth opportunities. Caring co-workers. And a chance to do work that fills us with a sense of purpose.

If the idea of working on tech that helps people do good in the world lights you up ... If you want a career where you’re valued for who you are and challenged to see who you can become …

It’s time to join Benevity. We’re so excited to meet you.

Where we work

At Benevity, we have developed a Community First approach that we design our people's experience around with goals to build a strong community and culture, achieve stellar execution of our business goals and social mandate, and ensure Benevity-ites thrive. For those who live within a reasonable commuting distance to an office, we can split our time working in the office and from home to optimize the opportunities of both, with the requirement that we spend at least 50% of the time in the office.

Join a company where DEIB isn’t a buzzword

Diversity, equity, inclusion and belonging are part of Benevity’s DNA. You’ll see the impact of our massive investment in DEIB daily — from our well-supported employee resources groups to the exceptional diversity on our leadership and tech teams.

We know that diverse backgrounds, experiences, skills and passions are what move our business and our people forward, so we're committed to creating a culture of belonging with equal opportunities for everyone to shine. 

That starts with a fair and accessible hiring process. If you want to feel seen, heard and celebrated, you belong at Benevity.

Candidates with disabilities who may require accommodations throughout the hiring or assessment process are encouraged to reach out to [email protected].

Top Skills

Excel
Looker
The Company
HQ: Calgary, Alberta
818 Employees
Remote Workplace
Year Founded: 2008

What We Do

Benevity is the global social impact software with an all-in-one platform for corporate grantmaking, volunteering, giving, micro-actions and employee resource groups.

A certified B Corporation and recognized in Fortune's Impact 20, we empower iconic brands to attract, retain and engage diverse workforces, embed social action in customer experiences, support communities and understand their impact in the world.

Since our inception, Benevity has helped businesses around the world donate over $14 billion, track 72 million volunteer hours and support communities with over $19 billion in grants

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