What are the responsibilities and job description for the Fund Accountant and Financial Reporting Specialist position at United Way of Southwest Minnesota?
Fund Accountant and Financial Reporting Specialist
Position Overview:
We are seeking a detail-oriented and experienced Fund Accountant and Financial Reporting Specialist to join our team. This is an in-office position requiring regular attendance to ensure accurate financial management and reporting for our organization. As a member of the UWSWMN staff, you will also be expected to perform other duties as assigned to support UWSWMN's mission, vision, and strategic plan objectives. The ideal candidate will have a strong background in fund accounting, bookkeeping, and financial reporting.
The responsibilities for this role include, but are not limited to, the following:
Fund Accounting and Financial Reporting:
- Perform bookkeeping tasks as required, including preparation of deposits.
- Handle accounts receivable, including balancing with Donation Tracker records, preparing and mailing billing statements, monitoring and tracking lagging accounts, and collecting payments/pledges.
- Handle verification, reconciliation, and payment of all invoices received.
- Assist with the preparation of the annual budget and annual report.
Campaign Management:
- Track all campaign donations/pledges, receivables, and payments using Donation Tracker software.
- Assist with campaign planning and campaign material preparation, including workplace ambassador packets and business drive volunteer packets.
- Prepare letters and pledge forms for campaign mailings.
- Prepare campaign reports and overall campaign analysis.
- Coordinate campaign audits as needed.
- Coordinate volunteer auditor at the end of the campaign year.
- Complete pledge processing and prepare thank you letters/tax receipts as needed.
- Assist with reviewing local newspapers for changes in business and donator information.
- Assist with special events and organize events-related materials, including, but not limited to, Power of the Purse, Beer Pairing Dinner, and other events.
Board of Directors and Committees:
- Assist with board and committee meetings as necessary.
- Assist with maintaining adequate corporate records, policies, and other essential documents as needed.
- Attend board meetings and record minutes as needed.
- Assist with organizing and setting up meetings as requested.
Work Environment:
- This is an in-office position requiring regular attendance.
- Occasional evening or weekend work may be required to meet deadlines, or to assist with meetings and events.
Qualifications:
- Background in Accounting, Finance, or related field.
- Proven experience in fund accounting and financial reporting.
- Proficiency in QuickBooks and Microsoft Office Suite.
- Strong analytical and problem-solving skills.
- Excellent attention to detail and organizational skills.
- Ability to work independently and as part of a team.
Benefits:
- Competitive salary
- Paid time off and sick leave
Job Types: Full-time, Part-time
Pay: $20.00 - $25.00 per hour
Expected hours: 20 – 25 per week
Benefits:
- Flexible schedule
- Paid time off
Schedule:
- Day shift
- Weekends as needed
Experience:
- QuickBooks: 1 year (Preferred)
Location:
- Marshall, MN 56258 (Preferred)
Ability to Commute:
- Marshall, MN 56258 (Required)
Ability to Relocate:
- Marshall, MN 56258: Relocate before starting work (Required)
Work Location: In person
Salary : $20 - $25
