Finance Coordinator

Position Summary:

Finance Coordinator will be responsible for accurately accounting for all donations and incoming monies, uphold excellent communication skills with donors and team members, and the ability to multi-task while changing workflow based on priority. The position will exercise independent judgement, work well with a team, and provide reliability and financial confidentiality for a growing non-profit whose Mission is to support Veterans through various program.

Essential Duties and Responsibilities:

Finance Coordinator will have responsibilities in a wide range of daily financial activities to include deposit preparation, weekly A/P check runs, and have excellent attention to detail.

• Able to perform all aspects of financial accounting using QuickBooks Online.
• Responsible for daily incoming mail and processing remote deposits.
• Accounts for all ACH donations with proper documentation.
• Holds access to Fraud Protection Services to secure all funds.
• Familiar with Google Drives and accurately saves documents for auditor compliance.
• Responsible for tracking Restricted and Unrestricted donations.
• Accurately able to submit credit card expenses and credits in QBO.
• Communicates with Development Team for accurate entries into Salesforce.
• Files all 1099 forms in compliance with IRS deadlines.
• Reconciles monthly QBO and Salesforce for accuracy.
• Assists with monthly, quarterly, and yearly financial reports.
• Plays a key role in assisting the Finance Director in completing yearly audit.
• Facilitates and completes all yearly State Registration with an outside vendor.
• Professional with all e-mail, telephone, and in-person communications.

Minimum Qualifications (Knowledge, Skills, and Abilities):

• Proficiency with Financial Software and Tools to streamline and automate processes.
• Extensive knowledge of QuickBooks Online, Microsoft Suite, and other programs.
• High ethical standards, ability to maintain confidentiality and discretion.
• Excellent written and verbal communication skills.
• Fast and proficient typing abilities.
• Self-starter and multi-tasking abilities.
• Detail-oriented.
• Completes tasks and deadlines on time.
• Ability to work independently and within a team environment.
• Professional and passionate about our Mission, Veterans, and military families.
• Non-profit experience preferred.

 

At the Travis Mills Foundation, our Mission and Core Values are of the utmost importance.

Family-Focused – everyone from our staff, donors, volunteers, constituents, and the community at large are treated like family.

Honest & Inclusive – we are honest with one another and respect one another’s opinions. Team members and guests
feel important, valued, and empowered to be themselves.

Growth & Development - Staff is encouraged to grow personally and professionally.

Pristine Reputation – We pride ourselves on providing families with an experience “better than Disney World”. We
act with a mission-first mindset and focus on providing the highest quality of customer service.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at-will” relationship.
The Travis Mills Foundation is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations as applicable