Financial and Program Associate

The Financial and Program Associate (FPA) position holds a pivotal role within our organization, serving as the backbone of our financial operations and program support activities. This role is integral to ensuring the integrity and accuracy of our financial records. The FPA is entrusted with maintaining meticulous attention to detail, as even the smallest oversight could have significant repercussions on our organization's financial health and reputation. This position is responsible for managing a range of financial tasks, from processing payments and reconciling accounts to preparing financial reports and budgets.

In addition to its financial stewardship responsibilities, this position directly impacts our ability to deliver on our mission, providing essential support to both internal teams and external stakeholders. From facilitating staff payroll and in-house benefits administration, to expertly managing donor and client databases, the FPA plays an indispensable role in the delivery of services to our staff and community.

The unwavering dedication and expertise demonstrated by the FPA are central to our organization's enduring success and the confidence we inspire among our stakeholders. For those seeking a professional yet warm environment, where meticulous attention to detail and commitment to excellence are celebrated virtues, we extend an invitation to join us in our mission-driven endeavors.

Program Support (80%)

·      Manage QuickBooks Online software for accurate financial reporting, including processing payroll, benefits, debits, withdrawals, and categorizing contributions and debits. Handle all bank deposits and serve as the organization's benefits administrator.

·      Oversee day-to-day finances, including recording donor contributions, accounts receivable and payable, and maintain confidential human resources files.

·      Administer workplace giving accounts and maintain donor and client databases.

·      Generate donor acknowledgments, gift acknowledgments, and tax receipts as required, and update donor contact information as needed.

·      Assist with office tasks, such as equipment and supplies management, as directed.

·      Act as an administrative liaison between the Executive Director, Board, and staff.

Program Planning and Evaluation (10%)

·      Support program budgeting process and provide financial reports as requested.

·      Ensure program compliance with regulatory requirements and assist with annual registrations.

·      Provide administrative support for special projects, evaluations, and self-assessments.

·      Prepare financial documents for annual audit and assist with execution.

Board of Directors Relations (5%)

·      Prepare reports for the Executive Director's presentation to the Board on the volunteer program and financial status.

·      Manage Board Member files and ensure annual paperwork requirements are completed.

·      Maintain and distribute the Board Manual to new directors.

·      Track monthly meeting attendance of Board members.

Donor and Community Relations (5%)

·      Assist with preparation and mailing of periodic solicitations.

·      Guide donors in utilizing donation platforms, handling stock gifts, and providing tax receipts.

·      Prepare thank you notes for donations, grants, and sponsorships.

·      Provide financial support at events (may include periodic evenings and/or weekends).

·      Foster positive relationships with constituents.

Note: This job description outlines general responsibilities and may not include all duties.

Required Competencies

·      Bachelor’s degree or equivalent experience.

·      Proven administrative and financial support experience in a fast-paced agency, with a high attention to detail.

·      Proficiency in QuickBooks Online, donor/client database software, and Microsoft Office suite is essential.

·      Understanding of database technology and thorough, detailed database management.

·      Ability to make mature decisions, work independently, multitask, and meet deadlines.

·      Strong organizational, time management, written, and oral communication skills.

·      Exceptional customer service, team player, and work ethic is required.

·      An appreciation and understanding of a people-centric environment including donors and volunteers.

Preferred Skills and/or Expertise

·      Nonprofit finance and administrative experience.

·      Familiarity with Bloomerang or other sophisticated donor databases.

·      Familiarity or prior experience with financial audits.

·      Troubleshooting and technological assistance.

·      Knowledge or interest in court matters, child welfare, and juvenile justice issues.