Finance and Administration Associate

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.