Fiscal Operations Associate

Position Summary 

The Part-Time Fiscal Operations Associate is an essential member of Congreso’s fiscal team, responsible for supporting accounts payable and overall financial operations. This role serves as a key liaison between the Administrative and Programmatic Divisions, requiring strong financial skills, attention to detail, and effective collaboration across departments. The Fiscal Operations Associate is primarily responsible for the following: 

• Managing credit card payments and processing related transactions.
• Posting journal entries accurately and maintaining organized transaction records.
• Communicating with staff regarding expense coding and payment details.
• Ensuring adherence to internal controls and compliance with fiscal policies.
• Learning and utilizing accounting software tools, including Microsoft Dynamics GP, Fidesic Accounts Payable Automation, SAP Concur, and Pivot Payables.

This position reports to the Accounting and Payroll Director. This is a Remote position. 

The Fiscal Operations Associate applies the principles of the organization’s signature service delivery approach, Primary Client Model (PCM™), by promoting a positive employee-focused experience that is appreciative of the unique strengths, values and needs that each employee brings to the workplace; and by using data to inform and drive decision making. Attention is given to compliance, quality assurance, and best practices as they relate to employee experience, records management, and data integrity and usability. 

Congreso is committed to attracting and retaining candidates who have a passion for their work and will serve as ambassadors of the agency’s mission, values, and DEI&B vision. We encourage all qualified individuals, including those of diverse backgrounds, differently abled, LGBTQ , and women to apply. Congreso is an Equal Opportunity Employer. 

Essential Functions 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential 

functions listed below. 

• Represents Congreso’s mission, values, and commitment to diversity, equity, inclusion, and belonging and will be an ambassador of our work.

Fiscal Operations 

• Regularly updates monthly Accounts Payable credit card worksheet that tracks payment status of operational expenses for Congreso and its entity 2800 American Street Company.
• Downloads and saves monthly expenses for backup needed for grant reimbursements and recovery of Full Time Employee (FTE) expenses.
• Saves and/or combines PDF files as needed for grant requirements.

Journal Entries  

• Posts monthly credit card expenses in Microsoft Dynamics GP for Administrative Division’s credit card expenses.

Other Responsibilities 

• Supports other Accounts Payable and fiscal functions as needed to meet monthly deadlines.

Competencies (Knowledge, Skills, and Abilities) 

All Staff Competencies 

• Basic understanding of Congreso’s mission, values, DEI&B vision, Mission2Impact, Primary Client Model, programs, and services.
• Demonstrates knowledge and understanding of the community needs and demographics.
• Ability to understand, acknowledge, and assess client needs to provide a timely, trauma informed approach in service.
• Ensures the appropriate handling of sensitive information and understanding for issues such as confidentiality, domestic abuse, child abuse, and mandated reporter requirements.
• Adheres to all Congreso, departmental, programmatic, and security policies, procedures, and guidelines.
• Attends all Congreso trainings and in-services as required, including relevant professional groups to maintain professional, requisite knowledge and licensure.
• Attends, participates, and facilitates relevant staff meetings to promote communication and execution of goals.
• Ability to effectively use standard office equipment, including a variety of common software programs such as Office365.
• Follows through on assignments, works in a timely manner, within established deadlines, and completes special projects specific to the function of the department, as needed or as directed by supervisor.
• Demonstrates ability to work independently and collaboratively with diverse groups, in a compassionate, courteous, and respectful manner that fosters an inclusive environment.

• Strong written and verbal communication skills including effective and respectful communication with individuals and groups.
• Bilingual (Spanish/English) written and verbal skills a plus.

Supervisory Responsibilities:  

This position does not have supervisory responsibilities. 

Minimum Experience, Education, and Qualifications 

Minimum Education:  

Associates in accounting or Bachelor degree a plus.  

Minimum Experience:  

Experience in nonprofit accounting a plus.  

Computer proficiency in cloud applications and Microsoft Office Suite required. 

Excellent oral and written communications skills required. 

Certification/License:  

Mandated Reporter and Supporting Children and Families with Disabilities training certificates required and may be completed post hire.