Finance Operations Specialist II

OVERVIEW

We are seeking a dynamic and detail-oriented Finance Operations Specialist II to join our financial team. In this pivotal role, you will be responsible for performing intermediate-level accounting and finance functions, including transaction processing, validation of financial data, and support for grant and compliance activities. This role serves as a critical control point by reviewing and validating work performed by the Finance Operations Specialist I and ensuring accuracy prior to financial system updates.

ESSENTIAL DUTIES & RESPONSIBILITIES

Accounts Payable, Vendor Management & Receivable Support Process and pre-approve accounts payable. Maintain and update vendor files, including W-9 and ACH information Annual W9 audit Set up new vendor and maintain vendor library Ensure vendor compliance with IRS requirements for 1099 reporting Prepare issuance of 1099 forms Maintain MOU, agreements, and contracts and ensure compliance. Cash Receipts & Deposit Processing (CRM & QB) Review pledges and gifts entered by Finance Operations Specialist I for accuracy and completeness Enter and finalize deposits in the CRM system after review and validation Move transactions from undeposited funds to deposits in QuickBooks following verification of supporting documentation Ensure all transactions are properly supported and aligned between CRM and accounting records Credit Card & Expense Processing Enter and reconcile credit card receipts and supporting documentation Ensure proper coding and documentation for all credit card transactions Journal Entries & Financial Adjustments Enter journal entries prepared and approved by the Finance Operations Specialist III and Senior Accountants Ensure all entries are supported with appropriate documentation and approvals Grant Support & Compliance Assist with the preparation and organization of grant reimbursement documentation Ensure expenses align with grant requirements and supporting documentation is complete Assist with review of grantee submissions for reimbursement and advance pay reporting Reconciliation Responsibilities Perform reconciliation of the payroll bank account and special funds Identify and escalate discrepancies for resolution Assist with ledger reconciliations Fixed Asset Identification & Documentation Identify purchases that meet the organization's fixed asset capitalization threshold Complete fixed asset documentation forms with required details (cost, description, funding source, useful life, etc.) Submit completed documentation to the Finance Operations Specialist III for review and setup Cross-Training & Backup Support Serve as backup to the Finance Operations Specialist I and II as needed Assist with mail processing, monetary logs, and CRM entry during absences or high-volume periods Assist the Finance Operation Specialist III with financial and grant reporting support to Senior Accountants Assist with internal and external audits Other general duties as assigned - Perform other duties as assigned to support Finance Department operations.

SKILL REQUIREMENTS

Education/Experience:

Minimum qualifications: Associate degree from two-year college; or five or more years related experience and/or training; or equivalent combination of education and experience.

Language Ability:

Read, analyze, and interpret financials, standard operating procedures, or grant documents. Write procedure manuals. Respond to questions from managers, customers, and the public.

Mathematical Ability:

Calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Apply concepts of basic algebra and geometry.

Reasoning Ability:

Solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills:

Proficient in Microsoft Office Proficient in Outlook Proficient in Windows Operating System Proficient in PC's

WORK DEMANDS & ENVIRONMENT

The noise in the work environment is typically moderate. While performing the duties of this job, the employee is frequently required to sit, walk, stand, use hands to finger/handle/feel, and talk or hear. The employee is occasionally required to reach with hands and arms. While performing the duties of this job, the employee is frequently required to lift and/or move up to 25 pounds. Join us as a Finance Operations Specialist II to leverage your expertise in financial processes while supporting our mission of delivering exceptional service through precise financial management. Your dedication will help shape the future of our organization's success! United Way of South Hampton Roads is an Equal Opportunity Employer. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at UWSHR will be based on merit, qualifications, and abilities. UWSHR does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity, veteran status or genetics.

Please Note:

Requirements, skills, and abilities described above are representative of those that must be met by an employee to successfully perform the essential functions of this position with or without reasonable accommodation. In no instance, however, should the duties, responsibilities, and requirements be interpreted as all-inclusive.

Pay:

$57,000.00 - $62,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Vision insurance

Work Location:

In person