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Finance & Office Assistant
The candidate must work effectively in a team environment and possess strong skills in accounting, bookkeeping, and customer service.
 

United Way of Gordon County is seeking an energetic and detail-oriented professional to join its team. Responsibilities will include managing all bookkeeping aspects of United Way, as well as office management duties. Looking for a highly organized individual who enjoys bookkeeping and being detail-oriented. Being proficient with QuickBooks Online and Google Drive is a must. Also helpful if you have experience in customer service. Attention to detail and problem-solving skills are required.  Requirements include a Bachelor’s Degree and/or equivalent work experience in accounting, finance, or bookkeeping. 

 

Scope of Position:

Position: Finance & Office Manager

• Reports to: Executive Director

• Position Status: Part-time

• Pay: $18 - $25 per hour

• Benefits include: All major holidays off

• Hours: 20 - 30 hours per week (hours may vary during events and campaigns)

 

Responsibilities:

Finance and Accounting

A.  Oversee and implement all functions related to the accounting and finance aspects of the organization.

• Accounts payable: write checks and enter information in QuickBooks Online

• Prepare checks for the Executive Director and Board Chair to sign

• Prepare invoices for sponsorships and Corporate Gifts

• Enter bank deposit information in QuickBooks (weekly)

• Enter merchant services/Square activity/ACH donations in QuickBooks

• Process payroll in QuickBooks

• Pay monthly and quarterly state and federal taxes, record in QuickBooks

• Reconcile bank statements

• Reconcile and enter quarterly statements for investment accounts

• Prepare Journal Entries as needed

• Review monthly Profit & Loss and Statement Activity by Class documents at the month end/before presenting to the Board.

• Manage accounts receivable and implement a timely and accurate billing system.

• Preparing receipts, including tax receipts, for donors

• Maintaining records and receipts for all purchases

• Preparing, entering, and printing accounts payable and vendor payments.

• Help with inputting and management of entry processes for campaign pledges, designations, and other gifts as needed.

• Manage HR paperwork as needed.

 

 

C.  Budget (In partnership with the Executive Director and Board):

• Work with the Executive Director to define annual budgets.

• Prepare all necessary materials for the committee's review.

• The budget is to be prepared so that it can be approved by the Board of Directors by the end of the current fiscal year.

• Alongside the Executive Director, present budget recommendations to the Board
   

D. Audit (In partnership with the Executive Director and Board):

• Lead the process for annual audits and tax returns.

• Assist the auditor in preparing for the audit, including adjustments and/or schedules.

• Ensure that audit requirements are met, including federal and United Way Worldwide standard requirements.

• Ensure that the audit is completed by October 30.

• Meet with the auditor and Executive Director within 30 days after the audit's completion to review the management letter, adjustments, and recommendations from the auditor regarding compliance and reducing audit risk.

• Ensure that the tax return is completed by the auditors and submitted to the IRS in a timely manner.

 

Administrative/Office Duties

• Act as recording secretary during Board of Directors meetings

• Maintains confidentiality of sensitive information and materials, and adheres to the chain of command

• Answering phone calls for those needing assistance

• Ordering office supplies as needed

 

Community Outreach (As needed)

• Assists with annual United Way campaign, including workplace campaigns, events, and other campaign-related duties as necessary.

• Works with all special events as directed.

• Exhibits compassionate behavior when interacting with clients requesting service.

• Acts in a professional manner and maintains a professional attitude towards the public and colleagues; adheres to cultural diversity guidelines and exhibits good customer service.

• Assists with all other duties as requested by the Executive Director.

 

 

 

Please email your resume, cover letter, and three professional references to resumes@gordoncountyunitedway.org.

 

 Background check required for final applicants.