What are the responsibilities and job description for the Financial Services Coordinator position at Envoy?
Position Summary:
Works on the Financial Services Team in providing financial services to US Mob Base missionaries, appointees, other PI Gateways, the International Office, and Partner Organizations.
Qualifications:
- Committed to global missions and overall vision of Pioneers
- Must practice and support the relevant elements of the US Mobilization Base Manual
- Bachelor’s degree preferred
- Ministry experience required
- Excellent communication skills (verbal and written)
- High proficiency in computer skills - Microsoft Office suite products is a must
- Strong administrative and problem-solving skills
- Must be detail-oriented
- Works well on a team with a positive attitude and relationship building skills
- Good time management and organization skills
Responsibilities:
- Learn and implement financial policies and processes pertaining to appointees, field members, staff, volunteers, other PI Gateways, the International Directors Office (IDO), and partner organizations.
- Coordinate with various Orlando-based teams for interactions with PI members, PI Gateways, and Partner Organization pertaining to finance.
- Keep accurate data across multiple systems - NetSuite (FMS), Studio Enterprise (CRM), Concur (ER), Donor Hub/MPDX - involving account set up, transfers & transactions, as well as Statement balances.
- Process expense reimbursements, cash advances, event deposit requests, monthly allocations, recurring transfers, invoice payment, and payment requests for appointees and missionaries.
- Produce various financial reports as assigned by the Financial Services manager.
- Provides education to missionaries/appointees on financial policies and expense reporting.
- Update and maintain forms and resources on our member portal (Envoy) as it pertains to finance.
- Assist in the creation of project accounts for field members and staff.
- Assist in the reconciliation of event finances for field members.
- Participate in grant making program, including assisting in ensuring compliance with BoD requirements, best practices, and regulatory requirement.
- Perform all other related duties as assigned by the Financial Services Manager.
Physical Demands:
- Environment: Work is performed primarily in a standard office environment with extensive public contact and frequent interruptions.
- Physical: Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information.
- Vision: See in the normal visual range with or without correction.
- Hearing: Hear in the normal audio range with or without correction.
Additional Notes:
This is a hybrid position, requiring to be in the office three days a week (Tu-Th). Additional in-person meetings may be required on an as needed basis.