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United Way of Santa Cruz County - Accounting and Campaign Assistant (capitola)


Date: 2009-11-09, 1:21PM PST
Reply to: hr@unitedwaysc.org [Errors when replying to ads?]


Resumes and Cover Letters due by Wednesday, November 18th and Interviews will be Friday November 20th

Education and Experience:
Associate degree in Accounting or Business or equivalent experience preferred
Minimum 5 years related experience in: Office Executive Assistant experience and intermediate accounting / bookkeeping

This position is responsible for A/R, A/P, Contract Management, Campaign Processing, Database Management and serves as an Assistant to the Finance Director.

Examples of Duties:
• Complete A/P Functions from entering invoices to check disbursement
• Set up and maintain vendor files, including yearend 1099’s.
• Maintain A/R records, prepare and track bank deposits and reconcile these daily and monthly to the G/L
• Assist in monthly A/R billing and collections
• Maintain an A/R spreadsheet for Campaign and all United Way programs
• Prepare a variety of spreadsheets for tracking various financial transactions
• Enter monthly, quarterly and annual recurring Journal Entries
• Monthly reconciliation responsibilities
• Assist in monthly closing and financial statements
• Help in preparing for the annual audit and year end closing
• Contract Management and Filing of Contracts
• Ability to enter and analyze budgets
• Assist Finance Director with daily tasks as needed
• Maintain accurate ,complete, donor records
• Post information to campaign accounts including campaign pledges, payments and adjustments
• Review A/R status of accounts and investigate large variances, prepare a report ands corresponding correcting entries when necessary
• Ability to analyze Campaign trends and report to departments
• Prepare invoices for special campaign accounts that require billing
• Maintain files on all required forms and certifications from funded agencies (e.g. Patriot Act Compliance Form, State Certifications, IRS Determination Letter, etc.)
• Maintain database, prepare letters, lists and labels as required
• Maintain Kickoff/Victory/Golf list of attendees and payments
• Maintain mailings list for annual and special direct mail to donors
• Design and compile special reports as requested
• Maintain large donor database, track and/ or send “Thank You” notes as requested
• Order awards, plaques, for special events and LGC donors
• Other task as requested by the Campaign Directors

Required Qualifications
:
Experience/knowledge of:
• Strong accounting experience
• Strong administrative experience
• Strong verbal and written communication skills
• Good customer service
• Financial analysis skills
• Proficient in Microsoft applications including Word, Excel and Outlook
• Data entry accuracy a must
• Ability to successfully complete a variety of projects in a timely manner
• Ability and willingness to learn new programs
• Database Management
• General administrative skills including: creation of systems, typing, and filing

Desired Qualifications:

Experience/knowledge of:
• Experience with Fund Accounting
• Experience using MIP, and Rainbow fundraising software

Skill/Ability to:
Have the desire to complete work timely and accurately the first time.
Attention to detail and initiative to improve practices and policies



PostingID: 1458533659