What are the responsibilities and job description for the Accounts Receivable Specialist position at United Way of Greater Nashville?
Job title: Accounts Receivable Specialist
Department: Finance
Reports to: Senior Director of Finance
Supervises: N/A
FLSA Status: Non-Exempt
Position Summary: The Receipts Analyst contributes to the efforts of United Way of Greater Nashville (UWGN) by ensuring the receipt and accounting of funds due to the organization are applied timely and accurately in order to maximize cash flow and allow for the greatest use of funds in the community. This position is responsible for the accuracy of donor accounts making funding decisions possible allowing UWGN to accomplish its mission: to create a community where individuals, families, and neighborhoods thrive.
Essential Functions: The following are indicative of the essential functions required to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This profile is not intended to be all inclusive of tasks and responsibilities required; it provides a description of the critical responsibilities associated with this position.
Cash Receipting and Application
• Review, code, and process ACHs for UWGN’S accounts receivable and ensures timely billing and receipt of payment.
• Assembles, codes, and keys all payment batches (deposits) showing the proper allocation of funds
• Assists in researching receipts for various departments
• Responds to all donor inquiries, reconciles donor statements, researches and corrects discrepancies
• Maintains files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices
• Prepares monthly and quarterly billing statements to demonstrate UWGN as a good steward of funds and in accordance with company policy and accepted accounting practices
• Reviews pledge receivables balances and reaches out accordingly to ensure timely of payment.
Qualifications:
• Experience:
o 2 years prior experience in billing, accounting, or finance related position preferred
• Skills and Knowledge:
o Proficiency with Microsoft Office products, especially Outlook, Word, and Excel
o Strong organization and time management skills with the ability to prioritize tasks and meet deadlines
o Strong verbal and written communication skills for interacting with donors and internal departments
o Ability to perform independently as well as collaboratively within a team
Competencies:
• Mission Driven: Focuses on needs and aspirations of the community by telling the “United Way story” to help others understand the importance of volunteering, advocating, and giving.
• Relationship Management: Builds relationships with all external funders, corporate partners, individual donors, community members, and organization stakeholders in efforts to grow and sustain funding; demonstrates credibility in all interactions and demonstrates the ability to effectively build a network of contacts.
• Effective Communication: Ability to effectively communicate through oral, written and technological means; actively listening and expressing oneself clearly, to ensure those that need specific information acquire it.
• Outcome Motivated: Creates and maintains high performance standards that capitalize on opportunities to build support for Finance, Health, and Education. Also, ensures financial accountability and internal controls of all accounting functions.
• Brand Advocate: Conducts oneself in a manner that promotes integrity, trust, and strong ethics, in order to protect the reputation and results of UWGN.
• Attention to Detail: Achieves thoroughness and accuracy when accomplishing a task through concern for all the areas; ensures all information is concise, complete, and accurate; follows detailed procedures; organizes, monitors, and maintains all system processes carefully
• Customer Service: Anticipates, meets, and responds timely to the needs of internal and external customers; demonstrates commitment to ongoing service improvement; explores options when unable to deliver a requested service and pursues solutions until the customer is satisfied; commits to exceeding customer expectations
• Integrity: Follows fiscal guidelines, regulations, and standards when committing fiscal resources or processing transactions. Maintains a high level of discretion and confidentiality throughout all position processes.
Environmental Conditions and Physical Demands:
• Employee must occasionally lift and/or move up to 10 pounds. The employee is required to stand, walk, climb and balance.
• Employee spends a majority of time seated; working at a desk in front of a computer monitor. Manual dexterity sufficient to reach/handle items and work with the fingers.
• Well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation.
United Way of Greater Nashville is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
