The Finance and Administration Associate provides administrative and accounting support to all Foundation staff and assists in maintaining office operations.
Key Responsibilities
Administrative Support
● Display a courteous, cheerful manner in answering the telephone and greeting the public.
● Support all staff as needed with administrative tasks.
● Prepare and maintain all Board of Directors documents and Board calendar including management of the Board portal.
● Maintain the general filing system: potential, current, and future donors and funds, resource materials.
● Keep office machinery in working order; call mechanical support as needed.
● Order and maintain inventory levels of printed materials, i.e., letterhead, envelopes, brochures, etc. and inventory of all supplies.
● Other tasks as assigned.
● Daily monitoring of info@cfgcr.org email.
Accounting Functions
Money In
● Input the daily cash receipts and stock gifts by entering gifts to ensure accurate and timely processing.
● Establish new donor profiles in our database system.
● Complete the bank deposit weekly or 2x/week as needed.
● Prepare and mail acknowledgement letters.
Money Out
● Daily clearing of checks and monitoring of bank account balances.
● Monitor balances to request cash transfers to meet operational or investing needs.
● Processing of operational and grant check requests.
● Entering checks in a tracking spreadsheet and on our bank’s fraud protection application (Positive Pay).
● Assist with checking account reconciliations.
● Reconcile credit card transactions.
Accounting Support
● Support with monthly check reconciliations.
● Assist with requested fund statements.
● Assist with maintaining and updating the accounting manual.
Advancement (Scholarships) Support
● Serve as a staff liaison for the Foundation’s scholarship programs.
• Review, update, and distribute scholarship applications annually.
● Develop and manage relationships with guidance counselors and nonprofit organizations serving students regionally.
● Develop and manage relationships with scholarship fund advisors.
• Collect, review, copy, and distribute completed applications to selection committees.
• Maintain lists of selection committee membership.
• Participate in committee discussions and interviews and send decision letters following selection.
• Collect necessary information from all scholarship recipients each semester.
• Input scholarship awards into database. Prepare award letters for each school/student award.
• Maintain enrollment verification for students and distribute checks as designated.
Qualifications
● Either an associate degree, or more or five years of office experience (in an administration or bookkeeping capacity).
● Computer skills, experience with Microsoft Word and Excel, and accounting software.
● Ability to operate various office equipment including computer, printer, telephone, fax machine, photocopier, and scanner.
● Must have a strong customer service orientation.
● Must be able to organize and prioritize work, be proactive, take initiative, resolve problems, follow through, and simultaneously manage multiple priorities to ensure goals are met in a timely manner.
● Adhere to the guidelines outlined in our Employee Handbook.
● Experience and knowledge of the nonprofit sector, foundation and investment management is a plus.
Exemption Status: Full-time, non-exempt position
Work Week: 37.5 hours, M-F 9am-5pm, in-person
Pay Range: $30.00 to $33.33/hr. ($58,500-$65,000 annual)
Visit our website to view the full description and instructions on how to apply.