Financial Analyst / P.O. Specialist

Financial Analyst / P.O. Specialist

United Community Center - Milwaukee, WI 53204

Overview

Position Type Full Time Education Level 4 Year Degree Category Accounting

Description

POSITION SUMMARY : To provide financial and procurement support to the accounting department of this premier nonprofit organization. The Financial Analyst / P.O. Specialist is responsible for accurately recording deposits and financial transactions in the accounting system (Blackbaud), supporting reconciliation processes, managing purchase order activity, and maintaining communication with departments regarding the status of purchases and payments. This role supports accurate financial records, effective internal controls, and compliance with organizational and grant requirements.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Record and enter all deposits received by the organization into the accounting system (Blackbaud), ensuring proper coding and accuracy.
• Maintain accurate documentation and supporting records for all deposits and financial transactions.
• Perform reconciliation of checks and deposits to ensure accuracy between bank records and the accounting system.
• Assist with monthly reconciliation processes and identify discrepancies when necessary.
• Process and manage purchase orders (P.O.s), ensuring proper approvals, coding, and documentation.
• Coordinate with departments to review purchase requests and ensure compliance with organizational procurement procedures.
• Maintain regular communication with departments regarding the status of purchase orders, invoices, and vendor payments.
• Ensure invoices correspond to approved purchase orders before forwarding to accounts payable for processing.
• Maintain organized vendor and procurement files to support internal controls and audits.
• Monitor purchasing activity and provide updates to management regarding outstanding purchase orders or pending payments.
• Assist in identifying and reporting discrepancies or irregularities in financial transactions or procurement documentation.
• Support the accounting department during audits, financial reviews, and special projects.
• Collaborate with other accounting staff and departments to ensure efficient financial operations.
• Perform additional duties as assigned.
• Ensure proper segregation of duties and documentation related to deposits, purchasing activity, and financial transactions.
• Maintain organized documentation and filing systems for all delivery slips, receipts, and supporting documents related to purchase orders once items have been received and orders completed.

Knowledge, Skills, and Abilities

• Knowledge of accounts payable processes, accounting principles, and financial reporting.
• Ability to interact effectively with people from diverse backgrounds.
• Strong attention to detail, accuracy, and organizational skills.
• Strong interpersonal skills, including written and oral communication skills
• Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
• The ability to apply general rules to specific problems to produce answers that make sense.
• Demonstrated computer literacy skills, using MS Office, Google applications, and other basic data systems, including internet navigation.
• Problem-solving skills with the ability to identify and resolve discrepancies.
• Ability to prepare and present financial data in clear formats, including charts and graphs.
• Ability to interact with all levels of management, staff, and vendors.
• Ability to work in a multicultural environment. Excellent interpersonal, verbal, and written communication skills.
• Strong organizational and time management skills with attention to detail and a high level of accuracy. Flexibility, integrity, and professionalism are required.
• Perform additional duties assigned.

Qualifications

• Bachelor's degree in accounting, Finance, Business Administration, or related field preferred.
• Minimum of 12 years of experience in accounting support, financial data entry, or procurement support.
• Experience with accounting software systems preferred (Blackbaud Financial Edge is a plus).
• Strong computer proficiency, including Microsoft Office, spreadsheets, and email systems.
• Bilingual in English and Spanish required.

Working Conditions:

• Noise level is moderate. Working conditions are normal for an office environment.
• May occasionally require evening hours during reporting cycles or special financial projects.
• Frequent wrist and hand movement (Typing, writing)
• Ability to work sitting, walking, and going up and down stairs.