• Title

  • Finance Program Specialist

    Posted: 06/01/2021


    Finance Program Specialist

    Reports to: Senior Director of Finance & Admin

    Supervisory Responsibility: None

     Position Classification: Full Time, Non-Exempt, Hourly

     Position Description:  Responsible for maintaining organization’s day to day financial and accounting transactions and proper financial reporting in financial, recipient and donor software. 

     Position Skills & Qualifications:     Degree in Accounting or Finance
                                                                1-2 years of experience
                                                                Excellent verbal and written communication skills
                                                                Computer proficiency
                                                                Strong organizational skills
                                                                Bilingual (English and Spanish) preferred
                                                                Mission driven and team oriented
                                                               
    Specific Duties and Responsibilities:
    • Accounts Receivable (Recipients and Partners):
      • Weekly posting and reconciliation of recipient payments, recipient contributions, and partner payments
      • Invoicing and account reviews for recipients (monthly) and partners (weekly)
      • Maintain Long Term Care/Medicaid Waiver insurance recipient accounts, authorizations, monthly claim filing and follow up
    • Accounts Payable:
      • Weekly preparation of payable packet, Quick books input and overseeing check signing and mailing
      • Review of vendor statements and required follow up
      • Maintaining vendor electronic files
      • Responsibility for assuring office credit card accounts are properly documented, approved, and paid in a timely fashion.
    • Donations:
      • Responsible for input of all donations into donor software on a bi-weekly basis.
      • Printing of donation reports and donor thank you notes
      • Assist with accounting related to annual Nourish The Homebound Breakfast fundraiser
      • Management of third-party donor platforms
      • Completion of required documentation and follow through for matching gifts
    • Financial:
      • Daily processing and reconciling credit card payments for recipients and donors
      • Responsible for assuring all bank deposits (remotely or in person) are made in a timely manner.
      • Weekly posting all financial information into Quick Books
      • Provide support for annual financial audit and tax return
      • Assist with annual budgeting process
      • Assist with monthly financial statement review and analysis
      • Reporting for restricted grant funding  
    • General:
      • Responsible for working with staff to assure monthly completion of Key Operating Indices
      • Maintain Petty Cash, Gift Cards, Office Stamps inventory, accounting for and monitoring usage
      • Assist with maintaining accounting records in electronic format
      • Assist with fielding daily office calls regarding daily meal delivery, volunteer hub access, scheduling, service hours, etc.
      • Maintain a working knowledge of all office software; QuickBooks, SERV tracker, ETapestry
      • Be a positive team member for MOW and actively participate in MOW functions as requested
      • Other duties as assigned by Executive Director or Senior Director of Finance & Admin.