Financial Clerk

Job Title: Financial Clerk

Department: Administration

Reports To: Director, Business Management

Status: Full-Time, Non-Exempt (hourly)

Veterans Multi-Service Center is a leading non-profit organization dedicated to serving veterans and their families. We provide a comprehensive range of services designed to empower veterans to overcome challenges, achieve their goals, and thrive in their communities.

Position Overview:

The Financial Clerk plays a vital role in ensuring the smooth and efficient operation of our financial processes. This position involves a variety of tasks related to transaction processing, record maintenance, financial reporting, and administrative support. The ideal candidate will be organized, detail-oriented, and possess a strong understanding of basic accounting principles.

Key Responsibilities:

• Transaction Processing:
  • Process a variety of financial transactions, including payments, reimbursements, and invoices, with accuracy and efficiency.
  • Verify and reconcile financial assistance packets to ensure completeness and accuracy.
  • Prepare checks for disbursement, ensuring proper authorization and adherence to internal controls.
• Record Maintenance:
  • Maintain accurate and up-to-date financial records in databases and accounting systems.
  • Organize and file financial documents for easy retrieval and audit purposes.
  • Monitor and update records for accounts payable, accounts receivable, and payroll.
• Financial Reporting:
  • Assist in preparing monthly, quarterly, and yearly financial reports for program tracking and compliance.
  • Download and distribute reports from external systems as needed.
  • Ensure all financial data is accurately entered and reconciled.
  • Support month-end and year-end financial closing processes.
• Compliance and Auditing:
  • Maintain strict confidentiality of client information and sensitive financial data.
  • Adhere to organizational policies, financial regulations, and ethical standards.
  • Assist in audits by providing documentation and clarifying records as needed.
  • Maintain and annually review program policies to ensure compliance with funding requirements.
  • Ensure compliance with tax regulations, including maintaining W-9s and other necessary documents.
  • Review program files and records to ensure adherence to program objectives, goals, and policies.
• Administrative Support:
  • Respond to inquiries from staff and vendors regarding financial matters.
  • Order, organize, and allocate office supplies and apparel for programs and employees.
  • Assist with mail distribution and other clerical tasks as needed.
  • Provide support to the Executive Director, including board meeting preparation and other organizational tasks.

Qualifications:

• Strong proficiency in financial management software (e.g., Peachtree/Sage, Bill.com) and MS Office Suite, especially Excel.
• Excellent organizational and time-management skills with the ability to prioritize tasks and meet deadlines.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Strong interpersonal and communication skills, both written and verbal.
• Strong attention to detail and accuracy in data entry and record-keeping.
• Basic understanding of accounting principles and practices.
• Commitment to the mission of serving veterans and their families.

Education and Experience:

• College degree in accounting, finance, or a related field preferred, or 3-5 years of relevant experience in accounting/finance.

We value diversity and inclusion and encourage all qualified candidates to apply, especially veterans and military spouses.