Financial Assistant I

Description

POSITION SUMMARY

This position is responsible for providing support in all areas of Corporate fiscal matters.  Assists Accountant in Financial Department with daily activities. 

ESSENTIAL RESPONSIBILITES

• Staff member stays in contact with other essential staff members through meetings, staffing’s, and telecommunications.  
• Staff member communicates readily with Supervisor on bids, cash deposits, mail and other significant financial information
• Maintain privacy of all stakeholder, employee and volunteer information and access such information only on a need to know basis for business purposes.
• Comply with all regulations regarding corporate integrity and security obligations. Report unethical; fraudulent or unlawful behavior or activity.
• Position must adhere to employee grievance, incident reporting, client grievance, and abuse/neglect/confidentiality reporting procedures.  
• Position helps ensure fiscal compliance for contracts administered by Agency. 
• Communicates with coworkers, general public, and other service providers in a friendly, cooperative and professional manner
• May act as a corporate customer service representative in organization related capacities.
• Position helps ensure that business office activities; i.e. accounting, fiscal reporting, internal controls, etc. are adhered to.  

Fiscal Responsibilities:

• Prepares bids for advertising; including specifications of merchandise
• Position is responsible for assisting Accountant in processing daily mail.
• Position is responsible for depositing checks, processing return mail, running credit cards.  All information will then be transferred to USMSO. 
• Position will aid in daily cash deposits under direct supervision.    
• Assists purchasing department processing purchase orders and invoices through MIP.    

Audit Responsibilities:

• Position helps coordinate annual independent financial audits and funding source audits.  Position will help in performing financial audits for subcontractors.  

General:

• Position covers front desk half a day.  Greeting individuals visiting the office in a timely and professional manner. 
• Assist with Time & Effort if needed
• Weekly filing
• Other duties as assigned
• Position helps ensure that purchasing, contract and employee expense procedures are followed.  

Qualifications

QUALIFICATIONS:

• Requires a valid Texas Driver’s License, appropriate driving record and auto insurance (travel required)
• Bachelor’s Degree in accounting, business or related experience

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED

• Excellent verbal and written communication skills
• Proficient in Microsoft Office or related software necessary to create and maintain reports and logs