Finance Associate Job Specification

United Way of Hunterdon County

GENERAL JOB INFORMATION

Title:

Finance Associate

Reports To (Title):

Chief Executive Officer

FLSA Classification:

Salaried, Non-exempt

Deadline to Apply:

February 20, 2023

JOB SUMMARY

The primary responsibility of this position is to be a part of and to support the Development Team, as well as provide accurate data entry in various systems for gift processing and accounts payable, adhering to company financial protocols and policies to ensure a high level of internal control, accuracy, and ethics. Daily duties include recording gifts, proper application of pledge payments, and accounts payable preparation. Support of the Development Team will include assistance with reconciliations, journal entries, report preparation, agency designation payments, timely and accurate processing of donor gifts, and other projects as requested.

ESSENTIAL FUNCTIONS

Campaign Pledge and Gift Processing

· Enter all donor pledge/gift detail into the donor database (Andar)

· Ensure gift processing is timely and data entry is accurate, including payment schedules, designations, and verification of donor information and necessary updates

· Research and resolve discrepancies in reports and statements to all records are thorough and accurate

· Work collaboratively with the Development Team regarding pledges and gifts

· Create accurate donor and agency profiles the donor database and accounting system

· Manage the distribution of tax receipts to donors; partner with the Development Team to make enhancements to donor correspondence.

· Maintain internal policies and procedures to ensure the quality and integrity of the donor database.

· Create reports as needed to review for opportunities and to provide information needed for management decisions.

Reconciliation

· Prepare gift reconciliations with bank deposits in accordance with documented procedures

· Reconcile transactions to ensure all activity is recorded on donor records

· Work collaboratively with the Development team to continually increase the efficiency of gift processing

· Review and match payments to Donor Pledges, for accurate and timely processing of donor records

Accounts Payable

· Monitor the finance email for invoices and other related accounts payable activities

· Check all vouchers and prepare checks for payments on an organized schedule

· Review signatures and coding on all invoices and reimbursements submitted by vendors and staff, request additional documentation, approval signatures, and receipts as necessary

· Prepare accounts payable entries and maintain vendor records in accounting system (MIP)

· Manage, reconcile, and record transactions monthly and ensure complete and accurate records

Accounting Support

· Prepare recurring journal entries and documentation

· Prepare monthly departmental reports

· Assist with annual audit

· Assist with quarterly agency designation payout process and documentation

QUALIFICATIONS AND EXPERIENCE

· Associate Degree or High school diploma

· Minimum of 3 years of experience in accounts payable management

· Nonprofit finance experience strongly preferred

· Exposure to auditing practices and principles.

· Understanding of applicable laws, codes and regulations including payroll and accounts payable federal and state laws and regulations.

·

SKILLS

· Strong team player, and a self-starter with a strong work ethic and a positive attitude

· Strong organizational skills, critical thinking with attention to detail

· Skilled in basic accounting principles resulting in accurate entries/results

· Dedication to learning, improving processes, and following action items through to completion

· Ability and dedication to protecting confidential information

· Ability to quickly learn and develop proficiency with various online systems

· Skilled in the use of Microsoft Office products, with advanced knowledge of Excel

· Excellent oral and written communication skills

· Strong problem-solving skills; able to collect, analyze, and interpret data

· Capacity to use available time to organize and complete work within given deadlines

COMPENSATION

The position consists of an annual base salary range of $42,000 to $46,000, health care benefits, life insurance, disability, and a 401K plan, as well as holidays, paid time off, and statutory programs.

UNITED WAY OF HUNTERDON COUNTY DIVERSITY EQUITY, and INCLUSION STATEMENT

• We take the broadest possible view of diversity.
• We value the visible and invisible qualities that make you who you are.
• We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education, and financial stability of every person in every community.
• We believe that each United Way community member, donor, volunteer, advocate, and employee must have equal access to solving community problems
• We strive to include diversity, equity, and inclusion practices at the center of our daily work.
• We commit to using these practices for our business and our communities.

Rice V3 Jan 25 2022

Job Type: Full-time

Pay: $42,000.00 - $46,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Application Question(s):

• Ability to pass clearances, such as child abuse, and state police, demonstrating a clean record?

Education:

• High school or equivalent (Preferred)

Work Location: One location

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