Benefits :

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

About the Organization : United Way of the Greater Capital Region is a leading non-profit organization dedicated to improving the lives of individuals and families in the Capital Region of New York.

Our mission is to address critical community needs by connecting individuals, families, and communities with the resources and support they need to thrive.

We are committed to making education and workforce development opportunities accessible to all, and we are seeking a passionate and dedicated Workforce Development Specialist to help us achieve this goal.

Job Description : The Accounts Receivable & Revenue Data Processor is responsible for the timely and accurate posting of payments to either open receivables or recording revenue, collection of outstanding accounts receivable, creating dashboard reports, extracting data to produce reports, and ensuring appropriate accounting control procedures.

Key Responsibilities :

• Process all payments in our StratusLive CRM system.
• Generate pledges / invoices ensuring posting to the correct GL account.
• Timely collection of outstanding receivables.
• Create dashboard reports for internal teams and Executive leadership.
• Extract data and produce reports used by internal and external customers.
• Research and Resolve Accounts Receivable & Revenue accounting discrepancies and irregularities.
• Assist in State Employees Federated Appeal (SEFA) reporting and compliance requirements.
• Assist in the annual budget process as needed.
• Prepare for annual audit and assist auditors as needed.
• Complete special projects and tasks as requested by AR & Revenue Manager and CFO.

Qualifications :

• Results-oriented and personally accountable for expectations, timelines and measures.
• Displays cognitive skills (written and oral communication, logic, judgment, teamwork, mobility, and manual dexterity).
• Ability to work independently, manage multiple tasks, and meet project deadlines with a high degree of accuracy.
• Ability to communicate effectively both verbally and in writing.
• Demonstrated ability to mediate or work with a group to reach a consensus, effectively solve problems, make decisions or accomplish tasks.
• Demonstrated ability to make sound and timely decisions in a disciplined and systematic manner by basing decisions on available information supported by an overall organizational or departmental goals and priorities.

Education and / or Experience :

1. Some college education (degree preferred) and 1-2 years in a billing department role

2. Basic understanding of computer software programs and applications designed for financial management.

3. Advanced skills in Microsoft Office products.

4. Experience with donor database / CRM and Quickbooks a plus

Last updated : 2024-06-09