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Remote Financial Proofreader Jobs in Virginia (NOW HIRING)

Planned Giving Manager

Virginia Beach, VA · On-site +1

$71K - $90K/yr

... proofing, data monitoring, and lead follow-up. * Collaborate with internal marketing, finance, and ... Work it, Flex it - Enjoy flexible work arrangements that fit your lifestyle, with remote, on-site ...

Remote Financial Proofreader information

What are the key skills and qualifications needed to thrive as a Remote Financial Proofreader, and why are they important?

To thrive as a Remote Financial Proofreader, you need a solid understanding of finance, exceptional attention to detail, and strong language skills, often backed by a degree in finance, accounting, or English. Familiarity with financial documentation software, style guides (such as AP or Chicago Manual of Style), and collaborative tools like Google Workspace is typically required. Outstanding time management, communication, and self-motivation set top candidates apart in remote environments. These skills are crucial to ensure the accuracy and clarity of financial documents, maintain compliance, and support effective client communication.

What is a Remote Financial Proofreader?

A Remote Financial Proofreader is a professional who reviews financial documents, reports, and publications for accuracy, clarity, and consistency while working from a remote location. Their main responsibility is to identify and correct errors in grammar, spelling, formatting, and numerical data, ensuring all content meets industry and company standards. This role often requires familiarity with financial terminology and concepts, as well as strong attention to detail and proficiency in editing tools. By working remotely, these proofreaders can collaborate with clients and teams from anywhere, providing flexibility and access to a wider range of job opportunities.

What are the most common challenges faced by Remote Financial Proofreaders, and how can they be managed effectively?

Remote Financial Proofreaders often face challenges such as maintaining concentration over long periods when reviewing dense financial documents, ensuring accuracy under tight deadlines, and staying updated on industry-specific terminology. To manage these challenges, it helps to establish a distraction-free workspace, use checklists to track recurring errors, and participate in regular team meetings or training sessions to stay current with financial regulations and style guidelines. Collaborating closely with financial writers and analysts also ensures clarity and consistency throughout the documents.

What is the difference between Remote Financial Proofreader vs Remote Financial Writer?

AspectRemote Financial ProofreaderRemote Financial Writer
CredentialsTypically requires proofreading certifications or finance-related editing experienceRequires finance knowledge, writing skills, and often a degree in finance or related fields
Work EnvironmentRemote, freelance or contract basis, often part-timeRemote, may involve longer projects, articles, or reports
Industry UsageUsed by publishing, editing, and finance sectors for accuracyUsed by financial media, blogs, and corporate communications for content creation

While both roles operate remotely and require finance knowledge, Remote Financial Proofreaders focus on editing and ensuring accuracy of financial documents, whereas Remote Financial Writers create original financial content. Understanding these differences helps job seekers target the right opportunities in the finance content industry.

What job categories do people searching Remote Financial Proofreader jobs in Virginia look for? The top searched job categories for Remote Financial Proofreader jobs in Virginia are:
What cities in Virginia are hiring for Remote Financial Proofreader jobs? Cities in Virginia with the most Remote Financial Proofreader job openings:
Planned Giving Manager

Planned Giving Manager

OPERATION SMILE INC

Virginia Beach, VA • On-site, Remote

$71K - $90K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 8 days ago


Job description

We're seeking aPlanned Giving Managerto help transform the lives of children and families worldwide through legacy giving. Reporting to the Director of Planned Giving, you will spend most of your time (75%) building meaningful relationships with donors who want to make a lasting impact through bequests, beneficiary designations, trusts, and other planned gifts. The remaining time (25%) will be dedicated to supporting the operations, marketing, and partnerships that keep our planned giving program strong and effective.

In close partnership with the Director of Planned Giving, as well as internal teams and external partners, you will help advance Operation Smile's mission. We are committed to providing comprehensive cleft care, transforming lives, and strengthening the health systems in the communities we serve. Your work will empower donors to align their legacy with thismission-bringing new smiles, new possibilities, and new hope to children and families around the world.

Key Responsibilities

Gift Planning & Donor Engagement (75%)

  • Overseeasetof donors and prospects with a focus on cultivating,soliciting, and stewarding planned gifts (bequests, beneficiary designations, trusts, annuities, and other complex vehicles).

  • Conduct donor meetings (primarily virtual) to build relationships, share Operation Smile's mission, and provide guidance on legacy giving options.

  • Collaborate with colleagues in major gifts, middlemarket, concierge portfolios, and data analytics toidentifyopportunities and align donor strategies.

  • Partner with internal teams to enhance planned giving outreach and steward donors through recognition and engagement programs.

  • Work with external marketing partners-providing content,reviewingand approving materials, monitoring campaign analytics, and following up on new leads.

  • Draft personalized proposals, correspondence, and templates to advance planned giving conversations.

  • Documentdonor activity, conversations, and commitments in the CRM to ensureaccuraterecords.

  • Support the Director of PlannedGivingin shaping program strategy, operations, and donor engagement.

Program Operations, Marketing & Administration (25%)

  • Lead relationships withexternal planned giving marketing partners, including content submissions, collateral review, campaign proofing, data monitoring, and lead follow-up.

  • Collaborate with internal marketing, finance, and data teams to ensure planned giving initiatives align with organizational goals and run smoothly.

  • Assistin developing andmaintainingplanned giving marketing materials, newsletters, and digital campaigns.

  • Maintainaccuratetracking of donor interactions, gift intentions, and program progress in the CRM.

  • Prepare reports and dashboards tomonitorkey metrics, pipeline activity, and donor engagement.

  • Contribute toannual planning, budgeting, and special projects in partnership with the Director of Planned Giving.

  • Bachelor’s degree required; advanced degree or relevant certification (e.g., CAP, CFRE, JD, CPA) preferred. 

  • 5+ years of experience in development, with at least 2–3 years focused on planned giving or related field (estate planning, financial planning, or elder law). 

  • Working knowledge of charitable gift planning vehicles, tax concepts, and estate planning basics. 

  • Experience collaborating with marketing partners and/or managing donor engagement campaigns. 

  • Excellent communication, relationship management, and presentation skills. 

  • Strong organizational skills with attention to detail and accuracy. 

  • Ability to work independently and collaboratively in a team environment  

  • Proficiency with donor databases (BBCRM preferred), Microsoft Office Suite, and planned giving software a plus.

Compensation:

Operation Smile is committed to pay transparency. The anticipated salary range for this position is $71,200 to $90,000, which may vary slightly based on a candidate’s experience, qualifications, and geographic location. 

Why Operation Smile?

Meaningful Work - At Operation Smile, you will engage in meaningful work that transforms lives, providing essential medical care to children and contributing to global health and well-being.

A Brighter Future - Make saving for the future easy with Operation Smile’s 401(k) plan, featuring Safe Harbor and employer matching. Cha-ching!

Happy and Healthy - Kick back and relax with Operation Smile's all-in-one health plans! We've got your health, pharmacy, dental, and vision needs covered for you and your loved ones. No worries, just smiles!

Worry-Free Insurance - Enjoy true peace of mind with 100% paid premiums for life and AD&D insurances. We've got you covered, no matter what!

Take Your Time (Off) - Flexible time off and celebrate with company-paid holidays! More time for fun and relaxation.

Work it, Flex it - Enjoy flexible work arrangements that fit your lifestyle, with remote, on-site, and hybrid work arrangements.

Travel Minus Stress - See the world through our unique employee programs, which offer opportunities to participate in international medical trips, community outreach, and global health initiatives.