Finance Specialist

Overview

Responsible for the timely and accurate performance of various financial functions for the Boys & Girls Clubs and Endowment Foundation including: processing and recording all payable and receivable transactions, preparing monthly financial reports, notification and tracking of grant deployment and ensuring the development, distribution and maintenance of restricted planned gifts to the Endowment Foundation. Work with outside accountants to complete the processing of all financial transactions, maintenance of electronic & hardcopy files and preparation of financial reports & statements to include the coordination of the annual audit for both organizations.

Responsibilities

KEY ROLES (Essential Job Responsibilities):

Strategic Planning

• Identify opportunities to improve the day-to-day accounting processes and develop recommendations to strengthen organizational capacity that helps maintain public trust in the Boys & Girls Clubs and Endowment Foundation.
• Work closely with Club staff, outside accountants and auditors to identify and implement changes to internal controls or procedures that improve the financial operations of the Boys & Girls Clubs and Endowment Foundation.

Resource Management

• Ensure timely and accurate completion of financial records by invoicing, processing, acknowledging and reconciling all Boys & Girls Clubs and Endowment Foundation revenue.
• Maintain accurate financial and donor records for the Boys & Girls Clubs and Endowment Foundation through implementation of day-to-day financial and accounting activities that ensures accuracy and are consistent with established procedures, internal controls, and best practices.
• Coordinate the timely completion, collection, and maintenance of donor paperwork for structured gifts to the Endowment Foundation.
• Coordinate vendor relationships and the maintenance of all donor data management systems and the various platforms used for contributions to the Boys & Girls Clubs or Endowment Foundation.
• Ensure all payables for the Boys & Girls Clubs and Endowment Foundation receive the proper approvals, and are accurately coded, processed, paid, and filed in a manner consistent with established procedures, internal controls, and best practices.
• Coordinate the receipting, notification, tracking and reporting of restricted and unrestricted grant funds to ensure the timely and appropriate utilization of those funds. Submit timely and accurate financial information to grantors for reporting or reimbursement purposes.
• Compile all regular financial reports to support executive leadership’s ability to monitor the financial health and progress toward established targets for both the Boys & Girls Clubs & Endowment Foundation.
• Support the development of the annual Boys & Girls Clubs and Endowment Foundation Budgets.
• Monitor internal systems to ensure compliance and efficiency (processing rates, PCI Compliance,

Partnership Development

• Develop collaborative partnerships with Club professionals, along with external accountants, consultants, auditors, vendors, and service providers to identify opportunities to improve operations and the impact our organization can have on those who need us most.

RELATIONSHIPS:

Internal

Maintain close, regular contact with Club’s executive leadership along with other Club professionals and volunteers to share information, discuss issues, explain guidelines/instructions, and advise each on the financial health and revenue streams for the Boys & Girls Club and Endowment Foundation.

External

Maintain contact with vendors, consultants, auditors, and service providers to facilitate effective accounting operations, manage costs, share information, and resolve problems.

Establish contact with Club families who need assistance with updating necessary information to facilitate regular payment of their membership fees.

Qualifications

SKILLS/KNOWLEDGE PREFERRED:

• Three to five years of bookkeeping experience, using computerized accounting systems with preference given to non-profit experience.
• Proven ability to manage multiple projects at once while maintaining strong attention to detail.
• Strong customer relations, written, and verbal communication skills.
• Able to communicate effectively with individuals inside and outside the organization.

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing these job duties, the employee is regularly required to walk and stand for periods of time; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.
• The employee may be required to stoop, kneel or crouch and should be able to lift, push or pull and move up to 30 pounds and should be capable of climbing, kneeling, twisting and bending in various environments.
• This employee will typically work in an office setting with overhead lighting and needs to have the following specific vision abilities: close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
• The employee may occasionally be asked to drive a vehicle or travel to meetings or events relevant to their normal duties or another type of organizational activity or event they are asked to support.

DISCLAIMER:

The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, nor to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job.

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