Finance Specialist

Finance Specialist

YWCA Mission Statement

YWCA Rock County is dedicated to eliminating racism empowering women and promoting peace justice freedom and dignity for all.

Job Summary

The Finance Assistant works under the supervision of the Finance Director. The accounting assistant will keep financial records prepare reports and update financial information.

Major Responsibilities

1. Processing business transactions; keeping financial records up-to-date.

2. Perform bookkeeping and ledger maintenance following accounting best practices.

3. Fact-checking invoices for payment and processing.

4. Monitoring vendor statements wire transfer requests and other transactions.

5. Posting customer checks vendor payments and ACH payments; conduct collection efforts as needed.

6. Correcting and modifying inaccurate files and records.

7. Reconciling account balances.

8. Processing billing adjustments and refunds.

9. Maintain relationships with outside agencies and organizations necessary to these responsibilities.

10. Assisting in account analysis and account coding.

11. Assisting the accounting manager with audits forecasts and other fiscal planning.

12. Assisting the financial department other assistants and the Finance Director as needed.

13. Provide backup front desk duties as needed.

14. Attend staff departmental and other YWCA meetings as assigned.

15. Maintain familiarity with YWCA goals mission and programs.

16. Filing mailing and other duties as assigned

YWCA is committed to recognizing and valuing diversity and strives to create a work place in which diversity is intentionally developed and celebrated. YWCA will not accept any intolerant or discriminatory behavior especially that related to race color national origin citizenship religion pregnancy gender sexual orientation gender identity disability genetic information military status political belief or any additional characteristic protected by applicable law.

To successfully perform this job the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities. Job descriptions represent a general outline of job responsibilities and qualifications. They are not intended to be comprehensive in addition jobs evolve over time and therefore their descriptions may not reflect the precise nature of the position at a given point of time

Supervisor: Finance Director

Hours: 40 hours per week 8:00 A.M. - 4:30 PM Monday - Friday

Compensation: NON-EXEMPT 1.0 FTE. Hourly plus Full Time Benefits

YWCA Rock Cause-Driven Leadership Competencies:

1. Community: Demonstrates a commitment to improving lives and securing futures with themselves and others. Effectively communicates the benefits and impact of YWCA efforts. Ensures community engagement. Ensures the voices of the community are heard.

2. Values: Models and teaches YWCA values. Reinforces YWCA values within the organization and the community. Incorporates values into the organizations vision and strategies.

3. Diversity Equity Inclusion: Develops strategies to ensure staff and volunteers reflect the community. Champions inclusion activities strategies and initiatives. Develops and implements intentional systems of DEI throughout the organization.

4. Relationships: Builds relationships to create community. Builds and nurtures strategic relationships to enhance support for the YWCA. Develops relationships with influential leaders to impact and strengthen the community.

5. Communication: Demonstrates active listening. Seeks to understand asks questions. Communicates to obtain buy-in and support of YWCA goals. Communicates to engage and inspire people within and outside the YWCA

6. Developing Others: Provides others with feedback coaching guidance and support. Provides. tools and resources for the development of others. Ensures that a talent management system is in place and executed effectively.

7. Decision Making: Provides others with frameworks for making decisions. Integrates multiple thinking processes to make decisions. Possesses penetrating insight and strong strategic and critical thinking skills.

8. Innovation: Involves the community and seeks input in the development of policies programs and activities. Invests resources in well-designed innovation initiatives.

9. Project Management: Develops plans and manages best practices through engagement of team. Ensures executions of plans. Creates a structure to deliver organization-wide results to achieve objectives.

10. Finance: Effectively creates and manages budgets. Develops and implements stewardship strategies.

11. Quality Results: Holds staff accountable or high- quality results using a formal process to measure progress. Assigns clear accountability and ensures continuous improvement. Determines benchmarks and ensures appropriate leadership to meet objectives.

12. Self-Development: Shares new insights. Fosters a learning environment embracing diverse abilities and approaches. Creates a learning organization.

Qualifications

• Bachelors degree in Accounting Finance Business with an emphasis in Accounting or a related field preferred.
• 3-5 years of accounting/bookkeeping experience
• Experience with QuickBooks preferred
• Excellent computer skills; experience in accounting software Microsoft Office Suite with strong aptitude for numbers spreadsheets and financial reports
• Knowledge of bookkeeping and accounting best practices laws standards and state/national regulations and Generally Accepted Accounting Principles (GAAP)
• Ability to use 10-key by touch with accurate data entry and handle high volumes of daily data/information
• Detail-oriented with good communication problem solving time management and organizational skills.
• Ability to develop a team approach with staff volunteers and community partners.
• Strong interpersonal and communication skills required.
• Experience working with culturally and economically diverse populations.
• Good judgement when making decisions. Able to make collaborative decisions for the good of the YWCA.
• Ability to maintain strict confidentiality and professionalism with high standards of integrity and credibility.