Finance & Operations Assistant Head of the Lakes United Way Duluth, MN Job Details Part-time | Full-time $24 - $26 an hour 1 day ago Benefits Health savings account Disability insurance Health insurance Dental insurance 401(k) Flexible spending account Paid time off Work from home Vision insurance 401(k) matching 403(b) Professional development assistance Flexible schedule Life insurance Paid sick time Qualifications Office supply management Associate's degree in accounting Mail metering Confidential information handling Office activity coordination Microsoft Outlook Accounts receivable management Operations coordination Spreadsheets Copy machines OWL Donor thank you note management Filing Process improvement Project coordination Mid-level Financial issue resolution Meeting scheduling Data integrity and documentation Internal employee customer service Data management Financial records management Task prioritization Financial workflow efficiency improvements Financial record maintenance Mail management Compliance documentation Invoice reconciliation Office supply ordering Invoice data entry Full Job Description Job Overview We are seeking a dynamic and detail-oriented Finance & Operations Assistant to join our team. This role offers an exciting opportunity to support financial processes, streamline operational workflows, and ensure compliance with accounting standards. The ideal candidate will thrive in a fast-paced environment, demonstrate strong technical accounting skills, and possess a passion for accuracy and efficiency. As a vital part of our finance and operations team, you will contribute to maintaining financial integrity and supporting organizational growth through meticulous data management and process optimization. Duties Development Operations - 50% Accurately record pledge payments into the donor software. (currently Andar360) Maintain donor database information by updating contacts and accounts as needed. Respond to inquiries & requests regarding campaign pledges and payments Communicate with staff & donors to resolve pledge payment variances Collect & maintain documentation supporting the existence of a verifiable donor pledge Run various reports from the donor database monthly & as requested Produce & mail monthly campaign billing statements Monthly review & reconcile the Andar and accounting software balances With staff, accurately process campaign envelopes when received Pull & organize list from donor database to issue bi-weekly thank you notes Prepare & mail annual IRS receipts to donors Financial Operations - 40% Process deposits daily, including taking receipts to the bank. Review & enter receipts into the accounting software Review invoice coding & communicate with vendors to resolve issues Create & distribute accounts receivable invoices Prepare & enter monthly journal entries Filing, updating, & managing detailed financial records Assist with the annual audit Other duties as requested. General Office Responsibilities - 10% Maintain records of board members & documents including the annual board calendar Collect & send out agenda & other reports for monthly board meetings Purchase office supplies as needed or requested Serve as contact for office equipment maintenance Assist with reception duties as needed, including answering the telephone, greeting guests, and preparing the conference room for meetings. (approximately 5 calls & 1-2 visitors per week) Other administrative duties, as needed, including but not limited to entering surveys into & maintaining spreadsheets, phone calls for scheduling presentations. Assist team with other projects as requested Additional Responsibilities Maintain collaborative working relationships with United Way staff and partners Use tact and judgment in working with others effectively Provide exceptional customer service to both internal and external customers Attend organizational and committee meetings as requested Perform other duties as requested Education, Skills & Technical Knowledge An associate's degree or equivalent in accounting from two-year college or technical school is highly desired. Equivalent accounting work experience may be considered ie. Bookkeeping, Accounting Clerk, AP/AR Specialist, Meticulous attention to detail Dedication to continuous improvement and professional growth Strong time management skills and ability to work independently Ability to prioritize and balance competing demands; ability to plan and meet deadlines Ability to recognize potential problems and formulate action/reaction High degree of confidentiality Striving for excellence and consistency in all tasks. Proficiency with MS365, including Teams, Outlook, Planner, Excel, & SharePoint Proficiency with Abila MIP accounting software and Andar360 is preferred Familiarity with office equipment including postage machine, copier, and OWL system Excellent project coordination, verbal, and written communications skills; ability to read and interpret documents such as invoices, purchase orders, and procedure manuals; ability to clearly communicate issues and findings Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The employee is regularly required to sit; hands are regularly used to write, type, key and handle or feel small controls and objects. Occasional walking or standing is required. Join us as a Finance & Operations Assistant if you're eager to develop your career in a vibrant environment where your expertise will directly impact our success! We value proactive individuals who are committed to precision in financial management and operational excellence.

Disclaimer:

This description reflects management's assignment of essential functions and does not proscribe or restrict the tasks that may be assigned. The job description is subject to change at any time.

Pay:

$24.00 - $26.00 per hour Expected hours: 30.0 - 37.5 per week

Benefits:

401(k) 401(k) matching 403(b) Dental insurance Disability insurance Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid sick time Paid time off Professional development assistance Vision insurance Work from home

Work Location:

Hybrid remote in Duluth, MN 55802