Finance Assistant

The Financial Assistant is responsible for organizing and coordinating office operations and procedures to ensure organizational effectiveness and efficiency.

Essential Duties and Responsibilities

Serve as administrator (in addition to) the Vice President / Chief Financial Officer, for electronic funds processing, operating credit card system, online banking, and all electronic giving portals for payment information.
Provide administrative support to the Vice President / Chief Financial Officer including but not limited to: (a) Reconcile petty cash expenses. (b) Code and enter accounts payable and receivable. (c) Oversee input of pledge receivable batches. (d) Prepare reports related to pledge collections. (e) Oversee mailing of pledge reminders and year-end confirmation letters. (f) Manage bank drafts, credit card payments, and all electronic payments. (EFT). (g) Manage office credit card manifest. (h) Oversee usage reports for the copier and postage meter machine and payment of postage and necessary permits. (i) Assist with leases and purchases of office equipment. (j) Assist with pledge receivables reconciliation process. (k) Research transactions and detail for bank and credit card reconciliation process. (l) Prepare deposits. (m) Assist in Month-End close. (n) Assist in preparation for Annual Audit.
Provide new employee orientation, including nametags, name plates for doors, keys as needed, medical insurance paperwork and enrollment, direct deposit forms, and other forms included in the New Hire packet.
Assist Vice President / Chief Financial Officer with building operations as needed (i.e. storage, equipment, security, maintenance/repair scheduling, etc.)
Maintain inventory of office, printer, and janitorial supplies. Order supplies as needed.
Maintain and serve as administrator for the office shared calendar.
Verification of campaign reports, cash and checks as turned in by volunteers.
Prepare and distribute minutes of all meetings within 48 hours for the Board of Directors, Finance Committee and other standing committees as requested. Prepare informal meeting notes for other groups as requested.
Provide support as needed to additional departments

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Associate’s Degree or some college preferred; high school diploma or GED and a minimum of three years’ related experience and/or training in office administration and basic bookkeeping is required. Must be proficient in Microsoft Excel, Word, and Outlook.

Skills

Preferred skills include but are limited to: (a) Effective verbal, listening, writing, and communication skills. (b) Ability to prioritize and meet deadlines. (c) Ability to work well with others at all levels (d) Highly proficient computer skills (e) Attention to details with a high level of accuracy. (e) Ability to manage multiple projects and volunteers. (f) Ability to plan advance and work cooperatively as a team member.

Physical Demands

The physical demands 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. The Office Manager will spend long hours sitting and using office equipment and computers, which can cause muscle strain. The Office Manager will occasionally lift supplies and materials of up to 25 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The Office Manager is in a busy, open area and is faced with numerous interruptions and must meet with others on a regular basis. Interested applicants can email a cover letter and resume to Chief Finance Officer, Alpha Jennings at ajennings@lubbockunitedway.org.

Finance Assistant

Finance Assistant

Essential Duties and Responsibilities

Qualifications

Education and/or Experience

Skills

Physical Demands

Work Environment

Apply Now

Career Application

Finance Assistant

Finance Assistant

Essential Duties and Responsibilities

Qualifications

Education and/or Experience

Skills

Physical Demands

Work Environment

Apply Now

Career Application

Together we can build a better future. Donate today!