Financial Coordinator

Description

Position Summary:

Under the direction of the CFO, the Financial Coordinator will provide essential Bookkeeping, some related Human Resource functions, and general administrative support to the association. This position will be responsible for performing analytical and administrative work for daily financial activities and transactions as well as assisting in monthly and annual closing activities, disseminating pertinent information related to financial activities, and serving as a subject matter expert for finance related questions. Additionally, this position will serve as part of the larger administrative team and will collaborate with the Administrative Operations Specialist, Chief People Officer, and HR Assistant to provide backup and resiliency in HR, general administrative, and technology duties.

Our Culture:

Our mission and core values are brought to life by our culture. In the Y, we strive to live our cause of strengthening communities with purpose and intentionality every day. We are welcoming: we are open to all. We are a place where you can belong and become. We are genuine: we value you and embrace your individuality. We are hopeful: we believe in you and your potential to become a catalyst in the world. We are nurturing: we support you in your journey to develop your full potential. We are determined: above all else, we are on a relentless quest to make our community stronger beginning with you.

Entry Requirements:

• Bachelor’s degree in Accounting, Finance, Business Administration or related field preferred.
• Proven experience (2 years) in bookkeeping, accounting, or financial management in a fast-paced environment.
• Familiarity with bookkeeping and accounting concepts, including financial statements, accounts receivable, and accounts payable.
• Familiarity with accounting systems and software.
• High level of proficiency with Microsoft 365 suite, particularly Excel.
• Ability to communicate effectively, both orally and in writing.
• Possess problem solving, organizational, and task management skills; ability to make independent and sound decisions in a rapidly changing environment.
• Strong analytical skills and attention to detail.
• Able to relate to and work with diverse groups of people in a friendly and consistent manner.
• Ability to work collaboratively as a team member as well as independently and lead by assigned goals, duties, and deadlines.
• Exercise high levels of discretion and confidentiality always.
• Maintain a neat and professional appearance.
• General knowledge and understanding of regulations, industry trends, current practices, new developments, and applicable laws regarding Human Resources is a plus.
• Commitment to the mission and values of the YMCA.

Requirements

Essential Functions:

Bookkeeping and Financials

• Prepare accounting records by compiling and analyzing account information.
• Reconcile assigned accounts on a monthly basis.
• Post financial transactions to accounts and prepare reports.
• Produce internal financial reports for program leaders and meet to review progress against budgeted targets for revenue and expense, documenting variances, and developing corrective plans.
• Lead monthly reconciliation between Resource Development and Finance to ensure alignment between financial records and donor database.
• Work with program leaders and resource development to ensure tracking and spend-down planning on grant funds, records of grant spending alignment with funder budget, and requirements and federal cost principles.
• Participate in annual budgeting process and related mid-year forecasting process building tools, templates, and gathering supporting information as needed.

Administrative Support

• In collaboration, review, research, and process all employee changes and ensure alignment with time attendance and payroll data and processes, including payroll set up and benefits administration in accordance with established policies and procedures.
• Process and respond to record or information requests under the guidance of the Chief People Officer and Chief Financial Officer.
• Conduct internal reviews of transactions in finance and human resources for accuracy and completeness of documentation.
• In furtherance of the larger administrative function, following established procedures, support the organization’s Human Resource processes, Technology needs, and other needs as assigned.
• Other Financial and Administrative duties as assigned.

Physical/Mental Requirements

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.

• Sit, reach, and move around the work environment.
• Physical ability and stamina to perform the duties as outlined above, including but not limited to extended periods of sitting, standing, walking, bending, stooping, reaching, lifting, and carrying up to 40 pounds.
• Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust.
• Ability to work in an environment that is usually moderate to loud.
• Ability to travel and work in multiple locations.
• Ability to work a flexible work schedule.

All candidates must have reliable transportation. Job offers are contingent upon completion of a rigorous criminal history background check.

This job description may not be all inclusive and employees are expected to perform all other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.