Finance Operations Associate
$55k - $63kUnited South End Settlements
ABOUT THE ROLE
The Finance Operations Associate is responsible for ensuring compliance and adherence to systems in the running of the day-to-day operations of the Finance Office, including processing all bills, reimbursements, deposits, and contract billing. The Finance Operations Associate will serve as a liaison to eCratchit, our outsourced accounting firm to support bookkeeping and accounting, budget preparation and payroll; support legal, regulatory, and contractual compliance for all accounting, tax, and financial reporting functions; provide support for the annual financial statement audit.
COLLABORATIONS & REPORTING STRUCTURE
Reporting directly to the COO, the Finance Operations Associate will work closely with the Executive Office, Senior team, and other key members of USES’s talented team. In addition, this role will serve as staff liaison to the Finance Committee, and as needed, to the full board of directors.
WHAT YOU'LL DO
The key responsibilities of this position include:
- Work with the senior team and eCratchit to support the organization’s financial sustainability and efficiency by working across all departments within the organization to ensure budgets and financial policies and practices are followed, expenses and revenues are properly coded across all departments, and controls are in place
- Partner with eCratchit to ensure that they have all the necessary information to post all transactions in Quickbooks, including cash receipts, cash disbursements, accounts payable, accounts receivable, credit cards, and investment activity; manage the timely processing of accounts payable invoices and check preparation, and maintain Chart of Accounts
- Build strong banking relationships and oversee all banking activities, including timely deposits of checks and cash, proper monitoring and coding of account activity, and management of account balances as it relates to cash flow
- In collaboration with the program team, ensure contract compliance, document and submit all contract and invoice-related billing, specifically MA BON, NH BON, ASOST, CCFA, and others as received, and support the parent fee billing process as needed
- Develop a thorough understanding of the chart of accounts and class structure to review the coding/classing of all vendor invoices, credit card charges, ACH payments, employee expense reports, and other expenses provided by staff. Ensure such coding/classing is provided to eCratchit on a timely basis.
- Review credit card charges and statements and related expense and class coding, ensuring that receipts/proper documentation are provided by cardholders, proper approvals, and providing related information to eCratchit
- Partner with eCratchit to ensure that USES has a successful and clean audit, ensuring files are complete and accurate, proper documentation is maintained, processes and procedures are followed, and help to problem solve or resolve questions raised by the auditors
- Update and maintain the finance manual and accounting policies and procedures documents to help ensure awareness of, and adherence to, policies, procedures, and controls
- Participate in the onboarding process for all budget managers and serve as point of contact for all staff on all organizational financial matters
- Organize employee reimbursements, contract employee payments, and benefit contributions to ensure timely payment in partnership with the Director of Human Resources
- Support the preparation of financial reporting to donors, as well as tax filings, such as Form 3ABC, Forms 990 & PC, and other statutory financial reports
- Assist the COO and eCratchit with financial reporting, analysis, and special projects as needed, and support within other departments as requested to further the organization’s mission and outcomes
- Set up and create billing accounts and track aging for AR in Brightwheel (our billing platform)
- Other duties as assigned
WHO WE'RE LOOKING FOR
USES is seeking a detail-oriented and organized individual who has the experience, ambition, and mission alignment needed to be the point person for our finance department.
- Commitment to USES’s mission and values
- 1
- 2 years professional experience, ideally as a bookkeeper or finance assistant
- Interested in opportunities to develop and grow as a financial leader within the organization through coaching from our COO and outsourced CFO
- Detailed knowledge of core office and financial systems – particularly MS Excel and Outlook, and QuickBooks
- Strong detail orientation and analytical skills, with an ability to work well with and establish processes and procedures
- Must have a positive, can-do attitude; ability to work independently and pro-actively
- A strong internal customer-service orientation, promotes team spirit and seeks opportunities for growth and enhancing the organization
- Must be self-motivated, reliable, and professional; and have strong attention to detail and the ability to document and follow processes and procedures
- Experience in time management to appropriately prioritize tasks, with skills in meeting critical financial deadlines and ability to prioritize and respond to email and phone communication in a timely manner
- A strong communicator who will build relationships at various levels within USES and has the confidence to resolve problems and work with peers and USES leadership to ensure financial responsibilities are carried out appropriately and with compliance
- A general understanding of bookkeeping and finance practices, with the ability to learn quickly and then share their knowledge with others
- Experience with management of and reporting requirements for non-profit organizations and with government grants/contracts a plus
WHAT WE OFFER
The salary for this role is $55,000-$63,000, dependent on experience. We'll promote your professional growth and development by providing access to a benefits package, including medical and dental insurance, 403(b) retirement plan, paid vacation, and more.
WORK EXPECTATIONS AT USES
In-person for the first 90 days of employment. After 90 days, the position may be in-person or hybrid.
ABOUT UNITED SOUTH END SETTLEMENTS
The mission of United South End Settlements (USES) is to build a community that fosters children’s growth, inspires new possibilities, and provides the tools to create positive change. We believe that as families increase their income and assets, become more resilient and connect to a diverse network, they and their children are more likely to develop the necessary skills to thrive. We have integrated our programs and implemented new initiatives to support the whole family, providing children and youth with early childhood education, after school programs, and Camp Hale, a summer camp on Squam Lake in New Hampshire. We also support families through our guaranteed income program, Striving Towards Economic Mobility (STEP). We value diversity in every setting and are committed to building a community of individuals with various backgrounds, skill sets, and perspectives who share our vision for disrupting the cycle of poverty. To learn more, please visit our website at .
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