You Are Good At

• Written and oral communication
• Showing attention to detail and being self-organized
• Giving and receiving constructive feedback
• Prioritizing workload to meet deadlines
• Making decisions

You Will Be Responsible For Payment Processing and Oracle Cloud Financials You will be responsible for reconciling information from Rotary’s Grant Center and Oracle Cloud Financial Systems to issue and manage grant payments in compliance with Rotary policies and IRS regulations.

This process will include collaboration within your team, IT, multiple Finance departments, and frequent communication with Rotarian grant sponsors.

Special areas of emphasis include :

• Utilizing Business Intelligence reporting to verify contribution information, research collections, and educate Rotarians.
• Utilizing Oracle reports to verify consistency between Rotary’s Grant Center, Oracle Cloud-CX, General Ledger and Budgetary Control before processing payments, and maintain regular communications with Finance colleagues.
• Resolving any mismatches between Rotary’s Grant Center and Oracle Cloud Financials based on the payment requirements of Rotary’s global, district, disaster and partner grants.

This includes compliance with any Associate Foundation, currency or bank specific requirements.

• Managing the Purchase Orders process, validating all funding lines statuses, and collaborating with colleagues in multiple Financial Departments and IT to triage and resolve payment blockers.
• Informing Rotarians of returned funds policies and ensuing timely reallocation of any returned funds by utilizing Oracle Cloud General Accounting and posting to grants ledger.

Communication and Training You will provide outstanding customer service to internal and external stakeholders via email, phone, and internal messaging.

As the primary contact for Rotarians sponsors during the payment process, you will help to educate on the process and inform of status and timelines.

Primary responsibilities include :

• Assisting Rotarian sponsors to meet grant-specific payment requirements and providing broader education successfully and efficiently on Rotary’s funding requirements related to cash, currency, methodology and procedures on funds return.
• Developing and maintaining training materials, policy and procedure documents and process workflows. Assist with onboarding of new staff and training on new processes based on system enhancements.
• Creating Business Intelligence and Oracle queries, forms, and tools to help facilitate the daily workload and cross-training.
• Assisting Financial Services colleagues with audit requests and grant contribution research.
• Collaborating with colleagues from international offices, Associate Foundations, Rotary Support Center, Financial Services, Philanthropy, Legal Services, and Grants.

Reconciliations and taxes You will be responsible for monthly and annual reconciliations, assisting with Rotary audits, reclassification of program, grant-specific and administrative expenses, and oversight of tax compliance.

Primary responsibilities include :

• Ensuring inbound US Scholar grants are fully compliant with IRS documentation, withholding and reporting. Consult with external tax agencies as necessary to finalize scholars 1042s and tax filings.
• Completing required reconciliations and facilitating the grants portion of Rotary’s compliance and financial auditing.
• Resolving and accounting for misallocated expenses and expired grant payment requirements.

Other duties as assigned Other duties may include, but are not limited to, leading department meetings, audits and testing system updates and enhancements.

Providing coverage for team members and the Financial Processing Manager and assisting with special projects. Leadership Attributes

• Communication : Be open to receiving ideas from diverse viewpoints and able to communicate messages so that they are universally understood.
• Collaboration : Builds partnerships and works jointly with others to meet shared objectives.
• Accountability : Have a clear sense of ownership and take personal responsibility for actions.

Why work for Rotary?

• Generous medical, dental, and vision benefits package
• Progressive 401k matching contributions
• Above market and generous paid time off package
• Tuition reimbursement
• Professional development opportunities
• On-site cafeteria and coffee bar with special pricing for Rotary employees
• Flextime-several different work schedules
• Close to CTA, Metra, a variety of stores, and many food options

Please note :

Rotary does not provide VISA sponsorship or relocation assistance

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Last updated : 2024-05-12