Finacial Manager

Finacial Manager IUOE Local 420 Oak Creek, WI Job Details Full-time $30 - $35 an hour 2 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Retirement plan Qualifications Accounting systems QuickBooks Data entry Accounting and finance experience ACH Workers' compensation Office management Full Job Description Overview Have a complete understanding, knowledge, experience, and training in aspects of financial management and office and accounting software programs to create, manage, and perform the following:

Accounts Payable :

o Perform full accounts payable processes and functions, which include set up and maintenance of vendor files within Quick Books, chart of account set up and maintenance, bill paying, check and direct deposit payments, and managing employee expense reports. o Maintain and balance credit card register in Quick Books and perform monthly itemized credit card entries in accordance to

DOL L-M2

disbursement guidelines. o Analyze and post expenses to proper chart of accounts and proper cost centers in Quick Books in accordance to

DOL L-M2

disbursement guidelines. o Create Vendor and Accounts Payable reports as needed.

Accounts Receivable:

o Setup, maintain, and manage member ACH deposit accounts for monthly dues payments within the PNC online banking program. o Oversee data entry accounts receivable processes for dues entries.

o Perform monthly deposits:

Posting check/cash/ACH entries in Quick books and utilizing check scanner processing. o Create A/R reports as needed.

Payroll:

o Work with payroll vendor to complete biweekly payroll (B2E) o Process monthly pension reports and payments to multiple pension funds.

Monthly Accounting:

o Balance monthly credit card payment statements to PNC Bank reporting. o Assist Treasurer with monthly account reconciliations and financial reporting. o Monitor accounts and perform monthly accounting journal entries as needed for accurate financial reporting regarding P&L statements and Balance sheet. o Record Baird investment activity with monthly journal entries.

Budget:

o Work with Business Manager and Treasure on annual operating budget.

Manage Business Insurance Policies:

o Manage Property, Liability, Workers Comp, Crime and Cyber policies. o Perform and submit yearly audit reports for Workers Compensation Insurance renewal and review.

Audits:

o Organize, prep and facilitate quarterly internal audits or as determined as necessary. o Organize, prep and assist with yearly external auditors. o Review year end analysis with external auditors and perform updates, changes and/or corrections in accounting system based upon their findings.

Other Financial Responsibilities Include But Not Limited To:

o Maintain accurate Steward listings and perform Steward Pay twice a year. o IUOE annual/monthly grant management and processing. o Manage accounting for annual Golf Outing and any other charities. o Maintain raffle license and submit annual report.

Training Trust:

o

Boiler Operating Class Coordinator:

Coordinate with training Instructor(s) regarding class schedules and maintain class rosters in ASI software. o Work with website coordinator providing updated material for training page on the Local 420 website. o Facilitate new student class registrations, order supplies, and maintain class tuition payments. o Setup, maintain, and manage accounting processes in

Quick Books:

vendor files and chart of accounts. o Process and enter monthly deposits into Quick Books balancing from ASI receivable reports. o Balance monthly credit card payments to PNC Bank reporting and itemize and expense entries in Quick Books. o Perform monthly bank account reconciliation and process financial reports. o Manage Training Trust Insurance policies. Coordinate with insurance rep and perform necessary reporting. o Manage monthly board meeting agenda items. Present monthly financials to the Board of Directors. o Work as coordinator with Seeds of Health schools. ▪ Set up the student class schedules for the Intro to Power Engineering course. ▪ Provide proper documentation: contracts, waiver applications, and billings as needed. ▪

Admin Assistant Responsibilities:

o Management of office operations to maximize workflow and efficiencies. o Manage and maintain organized filing system for HR, financial, business, and building files. o Oversee and assist with clothing inventory purchases and processes. o Order office supplies. o Maintain service contracts on office equipment. Troubleshoot problems if necessary. o Order retirement gifts from

International:

Watches and pins o Maintain business licensing and memberships. Submit annual reporting as necessary. o Oversee dues processing system. o Maintain service contracts on equipment/building maintenance.o Contact person for IT issues. o Maintain monthly executive board meeting file. Provide agenda items to Recording Secretary. o Post monthly meeting minutes to website. o Keep updated lists of executive board members, district directors, stewards etc. o Provide work releases as needed for union or company paid business as requested.

o Manage meeting/conference registrations:

submit registration forms, make hotel reservations, and submit work releases as needed. o Provide Administrative Assistance to staff/board as requested. o

Phones:

Assist customers and members as needed.

Pay:

$30.00 - $35.00 per hour

Benefits:

401(k) Dental insurance Health insurance Paid time off Retirement plan

Work Location:

In person