POSITION SUMMARY:

Leads and supports all financial functions of the agency including: grants management, expense/documentation verification, check and credit card processing, yearly agency budget and grant budgets, Salesforce/Intacct reconciliation, financial policies/internal controls, and timekeeping/payroll.  Also oversees onboarding and offboarding of employees including all new hire paperwork.

ROLES AND RESPONSIBILITIES:

• Accurately prepare grant drawdown packets for all federal grants according to funder guidelines according to agency grants calendar.
• Cut manual checks. Coordinate mailings including weekly check runs. Track all financial assistance in Salesforce and prepare expenses for grant reimbursements.
• Develop new financial processes, procedures, and internal controls where appropriate.
• Develop annual budgets, including annual budget upload for Intacct. 
• Monitor monthly grant and agency budgets to ensure finances are on track
• Oversee onboarding of new employees and maintaining complete and compliant HR files
• Create, edit and review Standard Operating Procedures for financial tasks.
• Lead reconciliation process for all agency credit cards, ensuring they are properly coded and submitted for grant reimbursement.
• Lead annual audit, including gathering documents and ensuring all audit submissions are fully compliant with federal grant guidelines
• Use accounting software to research financial transactions as needed
• Generate financial reports and data reports from Salesforce/Intacct and reconcile both platforms to each other on a monthly basis
• Monitor employee time tracking to ensure time card records are complete and approved by payroll deadlines
• Actively participates in Board of Director finance calls, in partnership with COO. 
• Serve as backup on all tasks of operations manager. 
• Other duties as assigned. 

MINIMUM REQUIREMENTS:

• Bachelor’s Degree required, Master’s preferred, preferably in a finance-related field (accounting, finance, MBA; CPA preferred)
• Excellent computer skills, including financial software, Salesforce, and Excel
• Excellent mathematical and analysis skills
• Skillful financial and budgetary analysis
• A self-starter with the ability to multi-task and handle multiple demands; great organization skills
• Strong attention to detail. 
• At least 3 years’ experience in finance, accounting, etc.

PHYSICAL DEMANDS / WORK ENVIRONMENT

• Work Environment:  Office setting.
• Must be able to sit / stand for 8 hours.
• Walking, bending, light lifting up to 25 lbs.