Finance Assistant

The Finance Assistant reports to the Finance Manager and will perform administrative tasks and services to support effective and efficient operations of Equality Charter School's Finance Department.

Purchasing/Accounts Payables/Receivables/Logistics/Payroll Processing

• Receives requisitions, verifies the correct budget code and description, creates purchase orders tying items to the appropriate account.
• Manages all logistics related to returning supplies, materials and assets purchased in error or damaged in transit.
• Follows up on pending orders and "partial" orders to ensure timely delivery and order completion.
• Attends weekly meetings with Finance Manager and CFO to go over open PO's, bills to be paid and partial orders.
• Negotiates pricing for fiscally responsible purchasing.
• Process invoices and reimbursements.
• Matches purchase requisition with invoice before submittal. Files copy of checks in Cash Disbursement binder.
• Handles shipping responsibilities including UPS, FedEx, and postage meter.
• Tracks fixed assets, including technology, as they arrive to school in database. Maintains fixed asset binder. Labels all fixed assets according to school coding system.
• Assists with annual fiscal audit schedule preparation, including prepaid expense schedules, accrued salary schedules, and other reports as needed.
• Logs all approved reimbursement requests as PO's in Quickbooks, in conformity with EFT and other cash disbursements.
• Ensures all EFT's are entered and paid into Procurify and Quickbooks.
• Generates BTRR monthly reports in Quickbooks.
• Dispute any discrepancies in relations to invoices, Completes payments and controls expenses by receiving, processing, verifying, and reconciling invoices.
• Reconciles processed work by verifying entries and comparing system reports to balances.
• Protects organization's value by keeping information confidential.
  
  

Standard 2: Supports Instructional Program

• Supports the implementation of Positive Behavior Interventions and Supports (PBIS) and serves as a check in, check out person for our secondary PBIS intervention
• Participates in weekly finance team meetings.
• Attends weekly Professional Development meetings as needed.
• Supports with the supervision of students during student lunches
• Supports the Executive Director, Principals, Chief Financial Officer, and Finance Manager with all other duties as assigned
  
  

Required Qualifications

Education

• Associate's degree in Human Resources, Business Administration or a related field, or significant work experience in lieu thereof.
  
  

Experience

• One (1) to two (2) years of HR experience in an office setting required.
  
  

Preferred Qualifications

• At least two years of experience in Finance in a charter school setting is a huge plus
• Working knowledge of Finance systems, (ie. Quickbooks, etc)
• Working knowledge of ADP.
  
  

Required Skills

• Must have an intermediate skill level in Microsoft Excel, and experience with developing reports.
• Requires a high level of service responsiveness to internal customers and effective partnership with finance colleagues.
• Ability to work independently or in a team environment, and maintain collaborative relationships with all members of the finance team.
• Ability to use sound judgment and discretion in handling sensitive issues with confidentiality and discretion.
• Excellent written, verbal communication and presentation skills required. Must have demonstrated ability in organizational, time management, problem-solving and interpersonal skills.
• Must be adaptable, dependable, with the ability to handle multiple priorities simultaneously.
• Must have a proven, consistent track record showing the ability to work with all levels within an organization.
• Display a high level of energy and self-motivation.
• Strong administrative experience with exceptional organizational skills, including the ability to organize the work of others.
• Demonstrated capability in both oral and written communications.
• Ability to take copious notes and transcribe / prepare documents on the fly.
• Strong computer experience required which must include abilities to work effectively with MS Office suite products i.e. Word, Excel, PowerPoint.
  
  

WORKING CONDITIONS

• Regular work requires use of a computer and the ability to travel between all three Equality Charter School schools located in the Bronx with ability to work remotely as needed/scheduled
  
  

SALARY

• $55,000