Finance & Operations Intern

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$1,000 - 1,200 monthly

Company Profile

The Tsao Family Foundation (TFF) was born from a profound belief: that a Flourishing Life is possible for all. We define Flourishing as a continual process of aligning inner intention with outward action, where love, compassion, and truth shape the way we live, work, and care for one another.

TFF is committed that philanthropy should be catalytic in creating sustainable impact, working with mindset change at the inner level, and by partnering with communities, institutions, and markets to shift whole systems rather than treating symptoms.

Job Description

We are seeking a detail-oriented, highly organized, and proactive Finance & Operations Intern to directly support our Head of Finance & Operations during an exciting period of digital transformation. As our family foundation transitions to a centralized grants management and CRM system, you will play a critical role in data governance, operational auditing, and process optimization.

This role sits at the intersection of non-profit finance, philanthropic governance, and systems management. It offers a rare look behind the scenes at how a modern foundation manages its capital, risk, and compliance. Beyond consolidating data spread across various SharePoint folders, you will get hands‑on exposure to foundational finance processes, system configuration, and innovative operational workflows. This is an ideal opportunity for university students looking to build a unique resume combining corporate governance, financial administration, and social impact technology.

Key Responsibilities

1. Data Governance & CRM Migration Prep

• Platform & System Configuration:
  Assist in translating operational workflows into the new system. This includes helping map out grant stage definitions, defining user roles and permissions, and participating in post‑migration data validation to ensure system integrity.
• Grantee Portal Prep:
  Support the potential rollout of a dedicated Grantee Portal by auditing, gathering, and mapping existing grant application templates into formats required by the platform.
• Dedicated Contact Record Auditing:
  Conduct targeted data cleanup and mapping for contact records (independent of grant data) to ensure external stakeholder profiles are deduplicated and accurately structured for migration.
• Data Consolidation:
  Audit existing SharePoint directories and localized trackers to extract vital information on active and past grantee partners, organizing them into clean master Excel templates optimized for system migration.
• Relationship & Interaction Tracking:
  Review correspondence, meeting minutes, and operational notes to map out external engagement histories, tracking who met whom and what was discussed.

2. Finance & Disbursement Support

• Disbursement Reconciliation:
  Assist in cross‑checking scheduled grant milestone payments against bank records and internal disbursement trackers to ensure accurate financial reporting.
• Audit & Asset Mapping:
  Assist in organizing financial files, grant agreements, and supporting documents to maintain a high standard of audit readiness.

3. Grants Operations & Compliance Monitoring

• Report Tracking & Reminders:
  Monitor the master grant calendar to proactively flag upcoming narrative or financial report deadlines, and draft reminder notifications for partner organizations, ready for system migration.
• SOP Documentation:
  Help document step‑by‑step Standard Operating Procedures (SOPs) for the new CRM/Grants Management workflows as they are being established, creating clear documentation for future users.

Qualifications & Skills

• Education:
  
  Currently pursuing a university degree in Business Administration, Finance, Accountancy, or a related discipline.
• Technical Proficiency & Adaptability:
  • Advanced knowledge of Microsoft Excel (e.g., vlookups, text‑to‑columns, data formatting) and comfort navigating cloud‑based document structures (SharePoint).
  • High tech‑literacy and a quick learning curve when adopting new cloud platforms, SaaS, or database tools; you will be interacting directly with the selected system
  • BONUS:
    Prior experience with data migration projects, CRM configuration, or system…