Studies To: Main Monetary Officer
Key Responsibilities and Responsibilities:
- Finance & Accounting
- Handle preparation and review of month to month and quarterly journal entries and account reconciliations, such as lender/financial investment accounts and move-as a result of cash.
- Oversee operational processes, which includes but not constrained to: income receipts, hard cash disbursements, accounts payable, and grants payable, new technology.
- Enter reward, grant and other normal ledger adjustments as wanted.
- Serve as principal reviewer for party gift processing and support with associated internal account reconciliations.
- Support with party and discretionary grant application processing in conditions of software assessment and corresponding fund and profile set up and upkeep.
- Course of action quarterly and once-a-year administrative service fees.
- Function with CFO to enter and allocate expenditure action regular.
- Build regular inner Fiscal Statements.
- Offer investment decision overall performance summaries for quarterly fundholder statements.
- Get ready typical economical and grant approval reporting for Board, Executive, Financial investment and Audit Committee meetings.
- Go to and develop minutes for Investment and Audit Committee meetings.
- Support with planning and checking of the once-a-year running finances.
- Get the job done with CFO and exterior CPAs to prepare for and coordinate the Foundation’s annual audit and IRS reporting, such as preparing of draft financials and supporting documentation.
- Guide CFO with preparing of all state and federal details filings and surveys.
- Entire Council on Foundations and other sector surveys.
- Functions & Information Technology
- Preserve a working information of personal computer systems, with an emphasis on iPhi.
- Undergo in depth schooling on iPhi software program, exploring alternatives for amplified efficiencies in processing, and share conclusions with colleagues.
- Request out alternatives for iPhi software enhancements and coordinate submission of requests to iPhi consultant
- Guide the COO in implementation of IT enhancements, in iPhi and firmwide, when required.
- Go on to appear for prospects to streamline the effectiveness of economical reporting, present and grant processing, and expense return allocations.
- Other
- Preserve working information of present-day usually acknowledged accounting concepts and marketplace particular accounting principles, which include fund accounting, frequently recognized auditing standards and industry best practices.
- Help the CFO with money analyses, projections, and modeling, as essential.
- Support other staff and Basis activities and/or exclusive initiatives as essential.
Competencies/Experience Necessary:
- Prior working experience
- 3 years or much more of suitable expertise, which includes knowledge of fund accounting, finance and standard business administration.
- Board relations and investment decision working experience fascinating.
- Nonprofit industry encounter or familiarity with nonprofit corporations and business enterprise designs.
- Schooling
- Bachelor’s diploma in organization or accounting. CPA most popular.
- Capabilities needed:
- Superb interest to depth, analytical abilities, and crucial considering.
- Sturdy organizational skills and capability to prioritize, build personal get the job done program, creatively challenge solve, and work out fantastic judgment.
- Outstanding oral, created and interpersonal conversation skills necessary to keep cooperative doing the job interactions and interact effectively with colleagues, supervisors, volunteers, grantees, and donors in a small workplace natural environment.
- Exceptional pc skills, with sophisticated proficiency in Excel capacity to understand specialised nonprofit administration computer software.
- Competencies required:
- Adaptability & Versatility: Actively seek out and diligently think about the deserves of new ways to get the job done.
- Initiative: Demonstrating a dedication to helpful work overall performance by functioning independently and next as a result of with persistence to get the work carried out.
- Lifelong Discovering: Demonstrating a determination to self-advancement and enhancement of knowledge and competencies.
- Teamwork: Operating cooperatively with other folks to recognize roles, create successful relationships, and fulfill crew targets.
- Company Ethics: Impeccable moral and ethical criteria and carry out.
- Embracing Range: Show sensitivity, flexibility, and open up-mindedness when working with different values, beliefs, perspectives, customs, or viewpoints.
Income: $65,000, commensurate with encounter