Financial Specialist - Part-time

Are you passionate about making a different? At The Community Blood Center, every day is an opportunity to save lives. We partner with a dedicated community of volunteer blood donors to ensure that over 40 hospitals have access to a reliable blood supply. We are seeing a Part-time Financial Specialist to join our team. The ideal candidate will possess a strong background in accounting, excellent organizational skills, and a keen eye for detail, all while demonstrating the ability to work independently and as part of a team.

Schedule: Flexible part-time hours, Monday - Friday between 8am - 5pm.

JOB SUMMARY: Under general supervision, the Financial Specialist plays a crucial role in managing various accounting functions including accounts payable, fixed assets, account reconciliations, and assistance with the preparation of financial reports and analyses. The role is pivotal in ensuring the accuracy of financial transactions and upholding internal financial controls.

ESSENTIAL DUTIES AND RESPOSIBILITIES (Other duties may be assigned):

• Invoice processing: Receiving, reviewing, and verifying invoices for accuracy, including pricing, quantities, and purchase order matching.
• Data entry: inputting invoice details into the accounting software system.
• Vendor management: maintaining vendor information, addressing payment inquiries, and resolving invoice discrepancies with vendors. Generate and distribute 1099's at year-end.
• Account reconciliation: matching invoices t purchase order and reconciling accounts payable balances.
• Fixed Assets: maintains detailed fixed assets records of capital equipment, including depreciation expense, disposals and reconciliations.
• Inventory: participate in monthly physical inventory count at Appleton Donor Center and Warehouse. Must be flexible with timing of cycle count (off-hours).
• Daily Cash Application: accurately apply cash receipts daily to customer invoices.
• Expense reporting: reviewing and verifying monthly expense reports for proper coding and approval.
• Insurance: reconcile prepaid insurance monthly. Assist with the yearly insurance renewal forms. Provide COI requests for mobile drives as needed.
• Audit preparation: assisting with annual audit by providing necessary documentation and ensuring auditor requests are responded to in a timely and accurate manner.
• Compliance: ensuring adherence to all policies and procedures as outlined in the CBC Team Member Handbook, CBC SOP's or directive, and generally accepted accounting principles (GAAP).
• Co-manage: accounts payable and finance email mailboxes.
• Backup: payroll processing, purchasing and sales invoicing.

EDUCATION/EXPERIENCE/SKILLS REQUIREMENTS:

Education:

• Minimum of an Associate Degree in Accounting

Experience:

• 2-4 years of relevant experience in accounting, particularly in accounts payable and asset management.

Required Skills:

• Accounting principles: a solid understanding of accounting principles and practices.
• Attention to detail: strong detail orientation to ensure accuracy in financial reporting and data entry.
• Exceptional Organization and Time Management Skills: ability to manage multiple tasks effectively and meet monthly deadlines and annual reporting requirements.
• Proficiency in Microsoft Excel: required proficiency in excel for data analysis, and reporting.

Additional Skills:

• Analytical Skills: ability to identify and resolve discrepancies.
• Collaboration: ability to work with other departments and provide support where needed.
• Communication Skills: effective written and verbal communication skills. Ability to interact effectively with team members and stakeholders.
• Self-Starter Attitude: show initiative and the ability to work independently with minimal supervision..

Physical Requirements:

• Ability to lift objects or materials weighing up to 30 pounds occasionally, as needed for the role.

Location:

• This position is onsite at our headquarters in Appleton, WI

BENEFITS AND PERKS:

We take care of our team - from competitive wages and valuable training to comprehensive benefits packages. Depending on hours worked, this position can offer:

• Dental insurance fully paid by CBC
• Vision insurance
• PTO/Sick Time
• Paid holidays
• Paid Volunteer Time Off
• 403(b) retirement savings plan with matching contributions
• Employee Assistance Program
• Discounted YMCA Membership
• Employee referral bonuses
• Regular employee forums and committees - everyone on our team has a voice!

The Community Blood Center

4406 W Spencer St

Appleton WI 54914

www.communityblood.org

www.facebook.com/cbloodcenter

Community Blood Center, Inc. is an Equal Opportunity Employer M/F/Disability