POSITION SUMMARY:

This position is responsible for financial operations including bookkeeping, analyses, and reporting.

REPRESENTATIVE RESPONSIBILITIES:

The following responsibilities are general duties that a particular employee in this position may or may not be required to perform. The actual duties required of this position will vary.

• Performs bookkeeping for numerous entities including bank and investment account reconciliations, bill-paying, and cash flow tracking. Journalizing activity and automating where possible.
• Uses or learns Quicken, Quickbooks, and Sage Intacct accounting software.
• Contributes meaningfully to establishing and maintaining organizational tools for this highly complex platform.
• Prepares reports and presentations as well as maintains files, records, and correspondence.
• Ensures that information is complete, accurate and timely and in accordance with all established guidelines.
• Identifies areas for process improvement and creates effective solutions to streamline workflows.
• Works independently on ad-hoc projects and analysis as directed by leadership.
• Performs other job-related duties as assigned.

EXPERIENCE, EDUCATION, CERTIFICATION:

• Must have 3 plus years' experience performing similar work. Degree in accounting helpful but not required.
• Expert level skills in Excel needed. Outlook and Word experience helpful.
• Must be able to review own work, utilizing control totals and check-fields.
• Experience exercising discretion and confidentiality with sensitive information.
• Able to organize and manage large amounts of files, tasks, and information.
• Self-directed and able to complete work independently.
• Energetic and eager to tackle new projects and ideas.
• Must have worked in a fast-paced environment.
• Excellent verbal and written communication skills.

KNOWLEDGE AND COMPETENCIES:

The following key competencies represent qualities, traits and behaviors that a successful employee will exhibit. This list is not exhaustive, as other qualities, traits and behaviors are also desired.

• Problem Solving – Identifies and relies upon the historical example for guidance in all matters. Demonstrates resourcefulness and ingenuity.
• Analytical Skills – Able to learn from existing Excel tools and analyses, applying the framework to new situations.
• Organizational Skills – Exceptional organization required.
• Confidentiality – Respects confidentiality of subgroup’s information, sharing only what is appropriate and, on a need-to-know basis outside of the subgroup.
• Communication - Effectively and coherently conveys relevant information to managers/supervisors and coworkers. Listens to and understands others.
• Customer Service - Meets and exceeds expectations of managers/supervisors and coworkers. Acts in a professional, courteous, and cooperative manner.
• Ethics - Seeks guidance before problems occur and promptly reports concerns or potential violations in accordance with reporting procedures.
• Information Gathering - Refers to a variety of sources such as Company policy manuals, employee handbook and external resources. Compiles and organizes all the facts required to respond to request(s).
• Interpersonal Skills- Develops openness and trust with others. Expresses opposing views in a tactful manner. Makes others feel comfortable.
• Multitasking - Shifts back and forth as needed between two or more activities or sources of information. Can handle more than one assignment or responsibility during a given time period.

The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required by personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the company.