Finance Coordinator

Job Description

Job Description

Major Responsibilities/Duties:

Finance

• Maintains an accurate set of accounting records according to Generally Accepted Accounting Principles.
• Collaborate with staff and leadership to assist in preparing the annual budget, ensuring accuracy and alignment with organizational priorities.
• Assists team members with budget tracking within each department.
• Responsible for monitoring and reporting on fiscal sponsored and incubator funds, including federal grants, working closely with staff to ensure accurate fund tracking and partner communications.
• Takes a lead role in reviewing and updating financial policies and procedures, providing recommendations and working with leadership, the board, and staff to maintain effective and compliant practices.
• Tracks and monitors campaign income statements, depreciation/amortization schedules, pledges, any interest on loans.
• Accounts Payable(s) include:
  • Ensures that expenses are properly accounted for and that the Foundation meets its financial obligations
  • Reviews data entry tasks and assures maintenance of vendor/invoice/grant records
  • Performs weekly check runs for accounts payable invoices and grants
  • Reviews the reconciliation and posting of monthly credit card transactions and all bank statements, investments, and liabilities
  • Reviews and processes monthly recurring invoices
  • Provides monthly review of outstanding checks and follow up with recipients
• Accounts Receivable(s) include:
  • Performs general accounts receivable functions
  • Prepare billings or claims for services rendered, refunds, etc.
  • Identifies and ensures administrative fees are collected, posted and charged correctly
  • Coordinate with project managers on fiscal sponsorship projects and internal CFSNM fundraising campaigns to facilitate and ensure payments received are correct, logged into the correct funds and distributed timely and accurately.

General Accounting and Team Support

• Assists with the financial operations of the Foundation – reporting financial results, as well as manage the annual audit and tax return filing. This includes the associated LLC. Assist with single audits, if any.
• Prepares and files all required federal and state regulatory reports for the Foundation and LLC to ensure legal and tax compliance.
• Provides financial results for the impact report and quarterly fund holder updates.
• Reviews, verifies, approval, and manages the process of the operating expenses, grants, fiscal partner opportunities and incubator funds.
• Completes financial reporting for fiscal sponsorship funds monthly, all fund holders quarterly and assist with end-of-year fund statements annually.
• Reviews financial reporting for operations monthly and all other funds quarterly.
• Reviews underwater reports with President and CEO and plans for those funds.
• Assists with all financial reporting for entire organization to the board and executive committee monthly.
• Prepares and organizes all materials for the Finance and Investment Committee, including financial reports and agendas, and documents meetings by taking accurate minutes.
• Prepares and organizes all materials for the Audit Committee, including financial reports and agendas, and documents meetings by taking accurate minutes.
• Special Events: Coordinates and supports special events in collaboration with key staff, ensuring all financial components, including budgeting, expense tracking, reporting, and donor system management (e.g., CommunitySuite, GiveGab, Text2Give), are accurately completed and documented.
• Assists in coordination, organization, reporting, and implementation of special events, including any finance needs related to the event and managing donor systems (e.g.; CommunitySuite, GiveGab and Text2Give).
• Engage with CFSNM donors, community and volunteers as needed.

Operations

• Assisting with payroll, including inputting all insurance, payroll, and benefits into the finance system.
• Special event attendance which includes all major events and supporting the team in balancing community events.
• Assist with internal and external use of the CFSNM office rental on occasion.

Performs related duties as required.

Educational Background

• A degree in accounting or finance is preferred.
• Certification(s) in general bookkeeping is preferred.
• 3 years of experience in bookkeeping or like accounting role.
• Preferred knowledge of accounts payable, accounts receivable, fund management, grants management and audit.
• Excellent organizational management skills – assists with overall financial activities of the Foundation.
• Analytical skills – investigates and problem solves a broad range of issues.
• Flexibility – manages several tasks simultaneously, with attention to time management and prioritization of tasks.

Additional Skills Required:

• Proficient with Microsoft Office Suite, especially Excel, Outlook, and Teams.
• Preferred knowledge of CSuite Foundant and/or other accounting software systems.

Knowledge and Skills

• Knowledge of basic bookkeeping principles and practices.
• Knowledge of planning and scheduling techniques.
• Knowledge of computer systems, database management and programs to assist with overall office support.
• Knowledge and passion for the CFSNM mission and the geographic region. Express a genuine interest in the community, 
• Possess the ability to work well independently on several projects concurrently under specific deadlines.
• Possess outstanding communication skills both written and oral with a wide range of community members.
• Must be a creative thinker and problem solver.
• Must engage with a small team that works within community daily.
• Ability to create, compose and edit written materials, emails and correspondence within and outside of the office.
• Ability to coordinate and organize meetings and/or events.
• Must be able to maintain confidentiality in all matters to ensure trustworthy relationships. Must have the ability to exercise sound judgment when interacting with others.

We value collaborative conversations that align our team around shared, strategic goals. We rely on one another, working in unity to best serve the communities across our region that rely on our mission-based work. We find joy and fulfillment in the work we do and believe that having fun together strengthens our connection as a team. As a team, we recognize the importance of balance, sustaining our energy and well-being so we can continue to show up fully for each other and our community. We are deeply committed to listening to and valuing the voice of our community, ensuring our work reflects the strengths, needs, perspectives, and hopes of those we serve. Our team includes not only internal staff but also the collaborative support of our Board of Directors, Committee Members, Volunteers, and Interns. Together, we are dedicated to creating a lasting, community-driven impact across Southern New Mexico, now and for generations to come.

Company Description

We value collaborative conversations that align our team around shared, strategic goals. We rely on one another, working in unity to best serve the communities across our region that rely on our mission-based work. We find joy and fulfillment in the work we do and believe that having fun together strengthens our connection as a team. As a team, we recognize the importance of balance, sustaining our energy and well-being so we can continue to show up fully for each other and our community. We are deeply committed to listening to and valuing the voice of our community, ensuring our work reflects the strengths, needs, perspectives, and hopes of those we serve. Our team includes not only internal staff but also the collaborative support of our Board of Directors, Committee Members, Volunteers, and Interns. Together, we are dedicated to creating a lasting, community-driven impact across Southern New Mexico, now and for generations to come.