Finance Assistant - Non-Profit Foundation

Finance Assistant

Reports To: Director of Finance

Position Summary

The Finance Assistant supports the financial operations of the Community Foundation through accurate recordkeeping, donor receipting, and bookkeeping. This position plays a key role in maintaining the integrity of financial data, ensuring donor transactions are handled with care and precision, and managing the full financial life cycle of the Foundation’s events activity. The Finance Assistant works closely with the Director of Finance to uphold the Foundation’s standards of accuracy, compliance, and stewardship.

Core Responsibilities

· Prepare and make deposits to the bank; record all deposit activity accurately in the Foundation’s software

· Track tribute information and ensure the software is updated accurately, including promoting funds when an active tribute is in place

· Receive in-office payments, count money, and provide receipts to visitors in a timely and professional manner

· Manage the full process for tax acknowledgement letters, including pulling letters from the system, reviewing for accuracy, submitting for signature, and sending to donors

· Own the full financial life cycle of each event, including assisting with the application process, reviewing insurance requirements, processing disbursements, and ensuring compliance with all applicable laws and Foundation policies

Core Competencies and Expectations

Success in this role is measured by accuracy, dependability, and the ability to manage financial processes with integrity and attention to detail.

· Accuracy and Attention to Detail – Ensures all financial data, records, and correspondence are handled with precision and care.

· Integrity and Discretion – Handles sensitive financial and donor information with the highest level of confidentiality and professionalism.

· Reliability and Follow-Through – Completes tasks thoroughly and on time, ensuring financial processes move forward without delays.

· Compliance and Judgment – Understands and applies applicable laws, regulations, and Foundation policies; escalates concerns appropriately.

· Organization and Process Management – Manages multiple financial workflows simultaneously, keeping records current and processes on track.

· Donor and Partner Service – Interacts with donors and visitors in a courteous, professional manner that reflects the Foundation’s commitment to trust and stewardship.

Qualifications

· Bachelor’s degree preferred; equivalent combination of education and experience considered.

· Minimum two (2) years of experience in nonprofit work and/or volunteering a plus.

Certificates, Licenses, Registrations

Valid driver’s license and automobile insurance.

Hours of Work Required

Full time, 40 hours per week. Non-exempt position with benefits.

Pay: $32,000.00 - $40,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $32,000 - $40,000