Finance Support Associate
Responsibilities:
• Perform all administrative functions for the Chief Financial Officer (CFO) and Finance Directors
• Prepare and run Accounts Receivable reports, queries and other system reports for use by Accounts Receivable Accountants and Analysts in the completion of their daily activities
• Assist CFO with organization charts and other sensitive materials
• Assist with spreadsheet creation and data analysis, as needed, to support Accountants with analysis and completion of daily activities, cash receipts and collections activities
• Enter requisitions for procurement process for Finance Department
• Create and mail letter confirmations to Employers; track payments from Employers; distribute Withdrawal Liability reports to Employers
• Manage CFO and Directors meeting calendars including setting up interdepartmental meetings to meet Trustee reporting deadlines. Project meeting dates to meet all department deliverables
• Schedule group meetings, reserve appropriate meeting rooms, arrange audiovisual equipment and catering as needed, and coordinate multiple calendars
• Prepare check records and backup for cash application
• Manage the paper and digital record retention process in compliance with departmental and Fund policies and procedures, including scanning Accounts Receivable records
• Scan Accounts Payable records into Oracle
• Sort and distribute mail for the department, manage the petty cash box, and manage department supplies
• Maintain and monitor reporting calendar for reporting deadlines
• Keep weekly timesheets for the Finance Department staff; maintain a shared vacation and in-office calendar for the Finance Department
• Create Finance Department requisitions for creation of purchase orders to submit invoices for payment in Oracle/NetSuite system
• Provide audit support by preparing daily cash receipt records for annual sample testing by external auditors
• Perform additional duties and projects as assigned by management
Qualifications:
• Bachelor’s degree required
• Minimum two (2) years’ experience in a finance department, providing support to management
• Advanced skill level in Excel, PowerPoint, Word, and Adobe Acrobat required
• Accounting background experience preferred
• Excellent organizational as well as verbal and written communication skills; must be able to establish priorities; meet deadlines and multi-task
• Must be able to work independently with minimal supervision and be able to work cooperatively in a group setting
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have high ethical standards and high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated integrity, honesty, poise, tact, and diplomacy
• Must be able to interact and communicate with individuals at all levels of the organization in a professional manner