Finance Assistant

Finance Assistant

The Finance Assistant is responsible for the administrative support of the Chief Financial Officer, as well as supporting the Grants and Fiscal Compliance team. The primary duties of the Finance Assistant will include, but are not limited to recording deposits, payments, and receipts to the appropriate program and accounts, as well as providing high-level general clerical support. The Finance Assistant is required to maintain a collaborative working relationship with UFW Foundation staff. The Finance Assistant will report to the Chief Financial Officer. Secondary duties will include assisting the Director of Grants and Budgets and the Controller with various AP/AR duties and responsibilities as directed.

Essential Functions: (This is not an exhaustive list)

• Assist Chief Financial Officer with preparation of presentation materials of financial matters, including those of a confidential nature; prepare various reports, statistical data, and other materials as directed; prepare, format, edit, proofread, and revise written materials for accuracy.
• Assist with maintaining grant information in various accounting systems including Travel and Expense (currently Concur), Accounting (currently Acumatica) and Budgeting (currently Workday).
• Reconcile monthly payments and fees (including but not limited to Merchant Store revenue, online donations).
• Maintain confidentiality of all financial data.
• Plan, coordinate, and successfully execute a variety of business requests.
• Prepare spreadsheets, schedules, reconciliations, and analysis including:
• Monthly balance sheets for various general ledger accounts
• Bank Reconciliations
• Trend Analysis and activity detail
• Other duties as assigned.

Minimum Requirements:

• Ability and willingness to contribute to the high functioning of the Finance Team.
• Ability to organize, prioritize and manage multiple priorities and function independently and as a team member.
• Analytical and detail oriented yet able to look at the whole picture to meet deadlines.
• Collaboration. Ability to work with teammates in a professional and solutions-oriented manner.
• Dedication to Mission. A genuine interest in immigrant and farm worker rights.
• Demonstrated ability to speak and write in a succinct, informative, and respectful manner such that content, expectations and timelines are clearly understood by diverse audiences.
• Excellent interpersonal and business communication skills, both written and verbal and strict adherence to confidentiality.
• Proficiency in Excel.
• Si Se Puede (It Can Be Done) Attitude. The embodiment of a personal spirit that promotes confidence, courage and risk-taking.
• Flexibility, Speed, and Precision. Ability to adjust quickly to constantly changing priorities with speed, precision, and accuracy.
• Understanding of concepts, principles and practices of funding agency relations and compliance requirements.
• You thrive in a dynamic environment. You're at ease with rapid change and are flexible to adjust to the changing needs of your team. You enjoy working collaboratively but are also able to get things done on your own.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, campus staff and students, government officials and their staff members, and the general public.
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra and geometry.
• Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Preferred Requirements and/or Qualifications:

• None.

Education and/or Experience:

• At least one (1) year of Accounting education.

Certificates, Licenses, Registrations:

• Proficiency in Microsoft Office.
• Must be computer literate/excellent computer skills (MS Word, Excel, databases, etc.).

Compensation:

The hourly pay range for this position is $19.00 to $21.00, and benefits include:

• Accruals of 2, 3, and 4 vacation weeks per year depending on tenure
• 16 paid holidays (includes a personal day)
• 1 mental health day per calendar year
• Paid sick days
• Health, dental, and vision benefits
• Life insurance
• Flexible Spending Accounts
• Employee Assistance Program for support with personal and work-related challenges
• 403(b) retirement plan with 2% employer match (providing employee meets criteria)
• 401(k) retirement plan with no employer match (providing employee meets criteria) *
• Employer-sponsored pension plan *
• Supplemental insurance (within 30 days of hire date) *
• Professional development opportunities and access to thousands of courses
• 20% discount for immigration services through the UFW Foundation
• Many discounts, such as entertainment discounts for movie theaters, theme parks, etc. via ADP Lifemart, TicketsatWork, and UnionPlus

*Note: Some of the benefits listed above are not available to temporary employees. Eligibility and access to benefits may vary based on employment status and other factors.

Additional and/or Special Requirements and/or Qualifications

COVID-19 Vaccination Requirement The UFW Foundation is committed to ensuring the health and safety of our community, employees, and program participants. While vaccinations and boosters are not currently mandatory, we strongly recommend their use as a crucial measure in reducing the transmission of COVID-19. It is imperative to emphasize that if a pandemic situation arises that necessitates vaccines and/or boosters, we will reinstate this requirement to protect everyone effectively. Vaccinations have proven to be effective in preventing the spread of the virus and reducing severe illness. By choosing to get vaccinated, individuals contribute to the collective effort in mitigating the impact of the pandemic and creating a safer environment for all. We will continually monitor the evolving situation and follow the guidance of health authorities.

Physical Demands:

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.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This is a remote position. The incumbent will not be required to report regularly to any of our regional offices. However, the incumbent may be required to attend meetings in person on occasion throughout the year, either in their home state or elsewhere.

The noise level in the work environment is usually moderate.

Equal Opportunity Employer:

The UFW Foundation is an Equal Opportunity Employer. We believe a strong commitment to equal employment opportunity is more than a legal and moral obligation it is also a sound business practice to realize the potential of every individual. We celebrate diversity and are committed to creating an inclusive work environment for all! In order to provide equal employment and advancement opportunity to all individuals, employment decisions at the UFW Foundation will be based on merit, qualifications, and abilities. Except where required or permitted by law, employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex/gender, gender identity, gender expression, sexual orientation, marital