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Serve members by processing transactions, opening/closing accounts, supporting loans, educating members on products, resolving account issues, and meeting sales and lending goals while following banking regulations.

Provide administrative and operational support for wealth management: process wires, distributions, deposits, ACH and check printing; update trust system with market values, cost basis, and client data; reconcile daily trade settlements and cash; balance daily transactions and provide departmental back-up as needed.

Provide donor and organizational budgeting support, prepare revenue forecasts and variance analysis, maintain budgeting/reporting templates, strengthen financial capacity, ensure donor compliance and cost recovery, upload budgets to Workday, monitor financial trends, and support annual operating budget consolidation and process improvements.

Build and maintain marketing-focused data pipelines, analytics instrumentation, and attribution systems (server-side tagging, conversion APIs). Create data products, dashboards, and integrations across web, iOS, and paid channels to enable reliable, privacy-safe marketing measurement and self-serve analytics.

Lead enterprise sales to Fortune and large shippers across the US and Canada: prospect, develop business plans, manage complex sales cycles, onboard via RFPs, collaborate with internal teams to retain and expand accounts, cross-sell services, manage pricing events, and use CRM for pipeline tracking and forecasting to drive revenue growth.

Support FP&A through forecasting, budgeting, operational reporting, and strategic analysis. Maintain financial statement forecasts, consolidate budget and re-forecast inputs, produce recurring KPI and inventory reporting, partner with inventory stakeholders, and help maintain the Adaptive financial planning tool while supporting end users.

Provide daily IT operations and project support including asset management, documentation, procurement, provisioning, imaging, onsite/remote support, and coordinating OEM/MSP projects. Manage project plans, runbooks, SLAs, vendor procurement, and training; travel to local and out-of-state sites and support IT deployments and migrations.

Serve as an HR generalist handling payroll, recruiting, onboarding, benefits, leave management, personnel records, unemployment claims, employee communications, training coordination, and employee engagement. Act as an employee resource, process confidential transactions, and support HR team members with limited supervision.

Manage daily and monthly invoicing, postage and freight allocation, dispute resolution, collections, and occasional cash application for a manufacturing and direct mail fulfillment operation. Support account managers on inventory billing and prepare batch and automotive invoices.

Support marketing, branding, and community outreach by creating social media content and marketing materials, managing website content and SEO/SEM campaigns, coordinating and promoting community events, analyzing performance metrics, and developing strategies to increase engagement and brand visibility.