Accounting & Operations Associate

Position Summary:

The Community Foundation is seeking a full-time employee to serve as its Accounting & Operations Associate, who supports the financial, accounting, operations, IT, and human resources services of the organization. Visit our website for a full job description and to apply at www.ourcommunity.org/about/careers.

Specific Tasks and Responsibilities:

I.  FINANCIAL PROCESSING (70% )

Accounts Receivable/Donation Management

• Reviews and reconciles donations for deposit with the bank
• Processes gifts and other checks and cash
• Tracks pledges to the Foundation, including payments made and commitments outstanding; prepares reminder notices of pledges and donor statements; processes automatic pledge payments
• Performs data entry of donor and gift information
• Generates receipt letters for donations
• Updates gift letter template
• Maintains physical records for audit trail

Accounts Payable

• Reviews all invoices for correct verification, coding, approvals and overall accuracy and whether budget exists for the expenditures
• Processes, enters and posts accounts payable
• Processes and posts all grant distributions
• Verifies and prepares payment for approved staff expenses
• Prepares, files, and distributes year-end 1099 reports in a timely fashion

General Ledger

• Initiates and assists in preparing and entering journal entries to record transactions
• Prepares summaries, reports, and recommendations where necessary
• Assists the Chief Financial Officer & Vice President of Operations in preparing and reconciling general ledger accounts

Financial Information

• Prepares and distributes various accounting-related reports
• Prepares annual mailing of fund statements and supporting documents
• Serves as the administrator of accounting software
• Serves as administrator of online fundholder portal and provides donor support

Other

• Assists the Chief Financial Officer & Vice President of Operations in preparing for the annual external audit
• Assists with internal controls in accordance with policies and procedures
• Updates Accounting Policies and Procedures Manual as needed

II.  HUMAN RESOURCES ADMINSTRATION (20%)

• Manages employee benefits and PTO records
• Coordinates annual health insurance paperwork and changes
• Plans and manages staff meetings, staff outings, and staff retreats
• Ensures Employee Handbook is maintained and up-to-date
• Ensures written procedures are maintained and up-to-date
• Assists CFO with hiring process for new staffing, including postings and coordination of interview process and references
• Orients new staff

III.  OPERATIONS (10%)

• Oversees purchasing procedures; monitors and ensures adherence to expense budget
• Oversees equipment leases and purchases, computer systems and software, and third-party vendors and consultants
• Maintains and orders inventory of office supplies and printed materials including brochures, stationery, envelopes, etc.
• Serves as point person for all IT management and staff support
• Oversees office maintenance issues; serves on Armory operations committee
• Assists CFO with risk management including cyber security

IV.  OTHER

• Sets up new Funds, fields new Fund Check list, and Fund Agreement to the appropriate staff
• Serves as back up administrative, clerical and phone support for the organization
• Participates with entire staff in preparation for Foundation Board and Committee meetings and other special events
• Assist CFO with Finance Investment Committee meetings, and meeting minutes
• Responsible for other projects and activities as assigned 

Position Requirements:

Education

Completion of an associate degree in accounting or finance, or progress towards such a degree, or equivalent experience.

Experience

This position requires significant experience entering and processing financial transactions, including accounts receivable and accounts payable, as well as data entry. Experience is preferred in operations, IT, and human resources. 

Knowledge, Skills, and Abilities

• This work requires strong communications, analytical, and organizational skills
• Willingness to be flexible in performing multiple job duties at varying skill levels
• Willingness to learn additional accounting functions over time
• Proficient in and comfortable with technology, particularly with financial and/or donor databases
• Attention to detail with accurate financial data entry skills
• Proficient and comfortable working with online platforms and Microsoft Office Suite
• Highly organized and capable of managing multiple tasks and priorities
• Excellent judgment and ethics; ability to keep information confidential
• Self-reliant, good problem solver, results oriented
• Strong interpersonal skills; strong commitment to customer service
• Energetic, flexible, collaborative, and proactive
• Professional manner and appearance consistent with a conservative business office atmosphere
• Valid driver’s license and willingness to travel on Foundation business
• Other duties as may be prescribed from time to time

About Us

The Community Foundation is passionate about creating vibrant, thriving communities throughout Michigan’s capital region. The Foundation serves donors to meet their unique charitable goals, supports area nonprofits with grants and coaching, and leads innovative projects that create a vibrant community. The Community Foundation (also known as the Capital Region Community Foundation) is a tax-exempt public charity that serves the charitable needs and enhances the quality of life for people in Ingham, Clinton, and Eaton counties. More information about the foundation is available on our website, www.ourcommunity.org.

Compensation and Benefits

Compensation for this position will be commensurate with the successful candidate’s qualifications and experience. Benefits include medical and dental insurance coverage, group life insurance, long- and short-term disability insurance, and a retirement plan. We also offer the option of working remotely two days per week.

To Apply

To apply, please submit a resume and cover letter outlining your relevant background, experience, and salary history. Applications are reviewed on a rolling basis. Submissions may be emailed to krogers@ourcommunity.org or mailed to the following address:

Kristin Rogers

Chief Financial Officer & Vice President of Operations

Capital Region Community Foundation

330 Marshall St., Suite 300

Lansing, MI 48912