Founded in 1936, the National Wildlife Federation has grown into America's largest and most trusted grassroots conservation organization with 53 state/territorial affiliates and more than six million members and supporters, including hunters, anglers, gardeners, birders, hikers, campers, paddlers, and outdoor enthusiasts of all ages and stripes. The mission of the National Wildlife Federation is to unite all Americans to ensure wildlife thrive in our rapidly changing world. We advance this mission through programming focused on conserving wildlife, restoring habitats and waterways, expanding outdoor opportunities, connecting children with nature, advancing environmental justice, and addressing the causes and consequences of climate change.
We are looking for a growth-minded finance manager for our Garden for Wildlife Social Enterprise division to work in our Reston, VA office. (Due to COVID-19 all employees are working remotely until we make return to work decisions). You will oversee all aspects of the financial health of our new Garden for Wildlife™ Enterprise (GFWE). The GFWE will expand access to native plants and trees, scale the conservation impact, and create an engaged and diverse community of wildlife gardeners – effectively improving the way all people plant to benefit wildlife and communities. The GFWE is an independent business unit within the Innovation and Growth division and you will report directly to the Head of Garden for Wildlife™. You will work with marketing, production, finance, operations and other leadership within Innovation & Growth.
Your Major Responsibilities:
Financial responsibility: Team lead for managing the annual budget, accurate forecasting for future years (5-year business plan), monitoring actual performance to budget, analyzing results and adjusting plans/re-projecting budgets. Specifically work with the members of the GFW team to determine the long-term benefits and costs of budget plans and marketing scenarios and provide information for budget reconciliations and plant orders. Develop approaches to contain costs, improve systems and streamline financial management for the business. Serve as liaison with the National Wildlife Federation’s Finance department staff to ensure overall effectiveness and compliance.
Detailed responsibilities include:
Track revenue and expenses for plant sales, growers, fulfillment, and marketing.
Assist team members with accounting and invoice coding to ensure invoices are recorded
Review the monthly P&L to identify any corrections needed
Directs and creates the P&L analysis for the existing businesses and any new products
Manages and guides the annual budgeting process and five-year planning to maximize the long-term value to our organization
Manage the accounting to ensure payment to outside fulfillment company, growers, shipping and any other outside vendors, acting as liaison with finance and accounting to answer and resolve questions.
Coordinates with legal and finance leads to manage all contract processing including modifications and renewals.
Reconcile reports and works through NWF systems to ensure state taxes are paid.
Prepare performance and financial reports
Promote continual process improvements
Qualifications:
Bachelor’s degree in finance or business administration
7+ years of accounting, analysis and budgeting planning
Accounting and budget management skills
Strategic planning and business development
Excellent verbal and communication skills
Results-oriented and process-driven
Impeccable attention to detail
Advanced knowledge of Excel (can perform complex functions)
Preferred Qualifications:
MBA preferred
Experience in reconciling ecommerce sales with Paypal, Chasepayment tech desired
Salesforce experience ideal
Experience in finances of organizations that range across small start up companies to larger nonprofit subsidiary financial systems, preferred
Success Factors:
Entrepreneurial and growth mind-set
Strong communicator and collaborator
An enthusiasm for making an impact
Application:
Applications will be reviewed on a rolling basis.
The salary range for this position is currently $73,000 - $87,000 annually, dependent upon qualifications and experience.
The National Wildlife Federation values work-life balance and a family-friendly atmosphere. Our paid time-off includes 3 weeks of vacation leave, open wellbeing leave, 10 paid holidays, 3 floating holidays, a week-long winter break, and additional leave options, per year. In addition, our benefits package includes medical, dental, and vision insurance, company paid life insurance, AD&D, short and long-term disability, 16 weeks of paid FMLA leave, 403b retirement plan with employer matching and annual contribution, adoption benefits, and flexible work options including telecommuting, non-traditional work hours, and compressed work weeks. Applicants are invited to learn more about National Wildlife Federation’s benefits package at https://www.nwf.org/About-Us/Careers .
We strive to increase diversity, equity, inclusion and justice (DEIJ) in all elements of our work and with our partners to support the interdependent needs of wildlife and people in a rapidly changing world. We recruit, employ, train, compensate, and promote regardless of race, religion, creed, national origin, ancestry, sex (including pregnancy), sexual orientation, gender identity (including gender nonconformity and status as a transgender individual), age, physical or mental disability, citizenship, genetic information, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law. We are proud to be an equal opportunity employer. Applicants are invited to learn more about National Wildlife Federation’s commitment to diversity, equity, and inclusion at nwf.org/equity .
If you have a disability and require an accommodation or assistance with our online application process, please tell us how we can help by calling us at 703-438-6244.
The requirements listed in our job descriptions are guidelines, not hard and fast rules, and if you have 75% of the qualifications listed we encourage you to apply. Your experience refers to paid and unpaid experience, including volunteer work, which helps build the competencies, knowledge, and skills that translates directly to our openings. Applying gives you the opportunity to be considered.
Candidates should submit a cover letter and resume.
If selected for this position, a background check will be conducted.
Apr 23, 2021
Full time
Founded in 1936, the National Wildlife Federation has grown into America's largest and most trusted grassroots conservation organization with 53 state/territorial affiliates and more than six million members and supporters, including hunters, anglers, gardeners, birders, hikers, campers, paddlers, and outdoor enthusiasts of all ages and stripes. The mission of the National Wildlife Federation is to unite all Americans to ensure wildlife thrive in our rapidly changing world. We advance this mission through programming focused on conserving wildlife, restoring habitats and waterways, expanding outdoor opportunities, connecting children with nature, advancing environmental justice, and addressing the causes and consequences of climate change.
We are looking for a growth-minded finance manager for our Garden for Wildlife Social Enterprise division to work in our Reston, VA office. (Due to COVID-19 all employees are working remotely until we make return to work decisions). You will oversee all aspects of the financial health of our new Garden for Wildlife™ Enterprise (GFWE). The GFWE will expand access to native plants and trees, scale the conservation impact, and create an engaged and diverse community of wildlife gardeners – effectively improving the way all people plant to benefit wildlife and communities. The GFWE is an independent business unit within the Innovation and Growth division and you will report directly to the Head of Garden for Wildlife™. You will work with marketing, production, finance, operations and other leadership within Innovation & Growth.
Your Major Responsibilities:
Financial responsibility: Team lead for managing the annual budget, accurate forecasting for future years (5-year business plan), monitoring actual performance to budget, analyzing results and adjusting plans/re-projecting budgets. Specifically work with the members of the GFW team to determine the long-term benefits and costs of budget plans and marketing scenarios and provide information for budget reconciliations and plant orders. Develop approaches to contain costs, improve systems and streamline financial management for the business. Serve as liaison with the National Wildlife Federation’s Finance department staff to ensure overall effectiveness and compliance.
Detailed responsibilities include:
Track revenue and expenses for plant sales, growers, fulfillment, and marketing.
Assist team members with accounting and invoice coding to ensure invoices are recorded
Review the monthly P&L to identify any corrections needed
Directs and creates the P&L analysis for the existing businesses and any new products
Manages and guides the annual budgeting process and five-year planning to maximize the long-term value to our organization
Manage the accounting to ensure payment to outside fulfillment company, growers, shipping and any other outside vendors, acting as liaison with finance and accounting to answer and resolve questions.
Coordinates with legal and finance leads to manage all contract processing including modifications and renewals.
Reconcile reports and works through NWF systems to ensure state taxes are paid.
Prepare performance and financial reports
Promote continual process improvements
Qualifications:
Bachelor’s degree in finance or business administration
7+ years of accounting, analysis and budgeting planning
Accounting and budget management skills
Strategic planning and business development
Excellent verbal and communication skills
Results-oriented and process-driven
Impeccable attention to detail
Advanced knowledge of Excel (can perform complex functions)
Preferred Qualifications:
MBA preferred
Experience in reconciling ecommerce sales with Paypal, Chasepayment tech desired
Salesforce experience ideal
Experience in finances of organizations that range across small start up companies to larger nonprofit subsidiary financial systems, preferred
Success Factors:
Entrepreneurial and growth mind-set
Strong communicator and collaborator
An enthusiasm for making an impact
Application:
Applications will be reviewed on a rolling basis.
The salary range for this position is currently $73,000 - $87,000 annually, dependent upon qualifications and experience.
The National Wildlife Federation values work-life balance and a family-friendly atmosphere. Our paid time-off includes 3 weeks of vacation leave, open wellbeing leave, 10 paid holidays, 3 floating holidays, a week-long winter break, and additional leave options, per year. In addition, our benefits package includes medical, dental, and vision insurance, company paid life insurance, AD&D, short and long-term disability, 16 weeks of paid FMLA leave, 403b retirement plan with employer matching and annual contribution, adoption benefits, and flexible work options including telecommuting, non-traditional work hours, and compressed work weeks. Applicants are invited to learn more about National Wildlife Federation’s benefits package at https://www.nwf.org/About-Us/Careers .
We strive to increase diversity, equity, inclusion and justice (DEIJ) in all elements of our work and with our partners to support the interdependent needs of wildlife and people in a rapidly changing world. We recruit, employ, train, compensate, and promote regardless of race, religion, creed, national origin, ancestry, sex (including pregnancy), sexual orientation, gender identity (including gender nonconformity and status as a transgender individual), age, physical or mental disability, citizenship, genetic information, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law. We are proud to be an equal opportunity employer. Applicants are invited to learn more about National Wildlife Federation’s commitment to diversity, equity, and inclusion at nwf.org/equity .
If you have a disability and require an accommodation or assistance with our online application process, please tell us how we can help by calling us at 703-438-6244.
The requirements listed in our job descriptions are guidelines, not hard and fast rules, and if you have 75% of the qualifications listed we encourage you to apply. Your experience refers to paid and unpaid experience, including volunteer work, which helps build the competencies, knowledge, and skills that translates directly to our openings. Applying gives you the opportunity to be considered.
Candidates should submit a cover letter and resume.
If selected for this position, a background check will be conducted.
PeopleTec is currently seeking a Budget Analyst (GFEBS/Budget/Financial) to support our Huntsville, AL location.
The primary duty is to serve as a Budget Analyst for a rapid development Army program, which is responsible for the development, testing, integration, and fielding.
The Budget Analyst will support a Project Office Program Manager by executing a variety of budget and accounting tasks including plan and execute customer and direct funding requirements; analyze, assess, and monitor the use of customer and direct financial resources; and perform a wide variety of budgetary processes and techniques.
Duties Include:
Bachelor's Degree in related field
Ability to work independently and as part of a team in a high paced, multitasking environment
Excellent verbal and written communication skills
Strong organizational and attention to detail skills
Possess a flexible and positive attitude in the face of challenges and ambiguity
Ability to multi-task and prioritize important, competing tasks and information
Accountability for results and deadlines
Proficiency in Microsoft Office Suite (e.g., Word, PowerPoint, Excel)
Active Secret clearance
Required Skills/Experience:
Travel: 10%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
Ability to work independently and as part of a team in a high paced, multitasking environment
Excellent verbal and written communication skills
Strong organizational and attention to detail skills
Possess a flexible and positive attitude in the face of challenges and ambiguity
Ability to multi-task and prioritize important, competing tasks and information
Accountability for results and deadlines
Proficiency in Microsoft Office Suite (e.g., Word, PowerPoint, Excel)
Active Secret clearance
Coordinating and executing funding actions in support of the Department of Defense (DoD)
Preparing and submitting Purchase Requisitions (PRs), Military Interdepartmental Purchase Requests (MIPRs), and Direct Charge (DC) transactions
Monitoring funds execution and creating financial reports
Executing budget and funding action using the General Fund Enterprise Business System (GFEBS)
Pull status of funds
Build WBS and adjust funding across
Track funding obligations and disbursements
Adjust funding documents
Education Requirements:
A completed Bachelor's Degree in a related field is required and 3 years of experience in budget execution
People First. Technology Always.
PeopleTec, Inc. is an employee-owned small business founded in Huntsville, AL that provides exceptional customer support by employing and retaining a highly skilled workforce.
Culture: The name "PeopleTec" was deliberately chosen to remind us of our core value system - our people. Our company's foundation was built on placing our employees and customers first. With an award-winning atmosphere, we have matured into a company that boasts the best and brightest across multiple technical fields.
Career: At PeopleTec, we value your long-term goals. Whether it's through our continuing education opportunities, our robust training programs, or our "People First" benefits package, PeopleTec truly believes that our best investments are our people.
Come Experience It.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/1750882-421753
Apr 22, 2021
Full time
PeopleTec is currently seeking a Budget Analyst (GFEBS/Budget/Financial) to support our Huntsville, AL location.
The primary duty is to serve as a Budget Analyst for a rapid development Army program, which is responsible for the development, testing, integration, and fielding.
The Budget Analyst will support a Project Office Program Manager by executing a variety of budget and accounting tasks including plan and execute customer and direct funding requirements; analyze, assess, and monitor the use of customer and direct financial resources; and perform a wide variety of budgetary processes and techniques.
Duties Include:
Bachelor's Degree in related field
Ability to work independently and as part of a team in a high paced, multitasking environment
Excellent verbal and written communication skills
Strong organizational and attention to detail skills
Possess a flexible and positive attitude in the face of challenges and ambiguity
Ability to multi-task and prioritize important, competing tasks and information
Accountability for results and deadlines
Proficiency in Microsoft Office Suite (e.g., Word, PowerPoint, Excel)
Active Secret clearance
Required Skills/Experience:
Travel: 10%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
Ability to work independently and as part of a team in a high paced, multitasking environment
Excellent verbal and written communication skills
Strong organizational and attention to detail skills
Possess a flexible and positive attitude in the face of challenges and ambiguity
Ability to multi-task and prioritize important, competing tasks and information
Accountability for results and deadlines
Proficiency in Microsoft Office Suite (e.g., Word, PowerPoint, Excel)
Active Secret clearance
Coordinating and executing funding actions in support of the Department of Defense (DoD)
Preparing and submitting Purchase Requisitions (PRs), Military Interdepartmental Purchase Requests (MIPRs), and Direct Charge (DC) transactions
Monitoring funds execution and creating financial reports
Executing budget and funding action using the General Fund Enterprise Business System (GFEBS)
Pull status of funds
Build WBS and adjust funding across
Track funding obligations and disbursements
Adjust funding documents
Education Requirements:
A completed Bachelor's Degree in a related field is required and 3 years of experience in budget execution
People First. Technology Always.
PeopleTec, Inc. is an employee-owned small business founded in Huntsville, AL that provides exceptional customer support by employing and retaining a highly skilled workforce.
Culture: The name "PeopleTec" was deliberately chosen to remind us of our core value system - our people. Our company's foundation was built on placing our employees and customers first. With an award-winning atmosphere, we have matured into a company that boasts the best and brightest across multiple technical fields.
Career: At PeopleTec, we value your long-term goals. Whether it's through our continuing education opportunities, our robust training programs, or our "People First" benefits package, PeopleTec truly believes that our best investments are our people.
Come Experience It.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/1750882-421753
Delta Dental of Arkansas
1513 Country Club Rd. Sherwood, AR 72120
Job Summary: To assist with timeliness, accuracy, and completeness of financial reporting internally and externally, prepares and provides accurate financial accounting, reporting, and assist with regulatory and tax filings, and administers all payroll functions.
Primary Job Responsibilities:
1. Prepares monthly financial statements for stand-alone companies within the organization and assists with the preparation of the Consolidated Financial Reporting Package.
2. Assists with various monthly, quarterly, and annual reporting requirements for both internal and external customers, including financial reporting and analysis.
3. Provides assistance to external auditors, including analysis and preparation of audit PBC schedules.
4. Processes bi-weekly payrolls and time management in ADP. Researches payroll, 401k, and time management related questions and issues. Communicates and assists with affiliate member company processing of payroll. Prepares benefit statement detail report for HR annually. Maintains and generates Board of Director payments.
5. Prepares related month end general ledger entries.
6. Prepares various weekly, monthly, quarterly and annual reporting requirements for both internal and external customers. This includes 401k remittances, 401k Compliance, over-time, various earnings, and workers compensation reports. Assists with various audits including 401k, payroll, and worker’s compensation.
7. Administers and reconciles flexible spending plan.
8. Assists with payroll budget for all departments annually.
9. Post payments and adjustments to group and subscriber accounts accurately and in a timely manner. Processes the group adjustments as received from billing auditors through Laserfiche.
10. Maintains the pay cycle process for Accounts Payable.
11. Posting daily to accounts in accounting system from receipts of various types of deposits and assist with adjustments. Posts payments and adjustments to group and subscriber accounts accurately and in a timely manner.
12. Administers reconciliations related to cash, accounts receivable, and additional balance sheet accounts. Prepares related month end general ledger entries.
13. Provides assistance to external auditors including analysis and preparation of audit PBC schedules.
14. Assists in completing the 1099 process including balancing, annual reporting, and filing for all entities.
15. Provides support to the Underwriting Department as needed.
Perform other related assigned duties as necessary to complete the primary Job responsibilities as described above.
Minimum Qualifications:
Will accept any suitable combination of education, training, or experience. Position requires a bachelor’s degree in accounting, finance or a related field and three years' experience in general accounting, taxes, payroll and/or investments.
Position requires effective verbal and written communication skills; interpersonal and problem solving skills; knowledge of intermediate Microsoft Excel and Word functionality; 10-key, accounting and alphanumeric data entry.
Employees are to adhere to department and corporate policies and procedures, serve internal and external customers and support the goal of other departments and the company. This description is intended to indicate the general responsibilities and level of work difficulty that will be required of positions given this title, and should not be construed as declaring what the specific duties and responsibilities of any particular position should be. It is not intended to limit or in any way modify the right of management to assign, direct, and control the work of employees under their supervision. The use of a particular expression or illustration describing responsibilities shall not be held to exclude other responsibilities that are of similar kinds or levels of difficulty.
Apr 19, 2021
Full time
Job Summary: To assist with timeliness, accuracy, and completeness of financial reporting internally and externally, prepares and provides accurate financial accounting, reporting, and assist with regulatory and tax filings, and administers all payroll functions.
Primary Job Responsibilities:
1. Prepares monthly financial statements for stand-alone companies within the organization and assists with the preparation of the Consolidated Financial Reporting Package.
2. Assists with various monthly, quarterly, and annual reporting requirements for both internal and external customers, including financial reporting and analysis.
3. Provides assistance to external auditors, including analysis and preparation of audit PBC schedules.
4. Processes bi-weekly payrolls and time management in ADP. Researches payroll, 401k, and time management related questions and issues. Communicates and assists with affiliate member company processing of payroll. Prepares benefit statement detail report for HR annually. Maintains and generates Board of Director payments.
5. Prepares related month end general ledger entries.
6. Prepares various weekly, monthly, quarterly and annual reporting requirements for both internal and external customers. This includes 401k remittances, 401k Compliance, over-time, various earnings, and workers compensation reports. Assists with various audits including 401k, payroll, and worker’s compensation.
7. Administers and reconciles flexible spending plan.
8. Assists with payroll budget for all departments annually.
9. Post payments and adjustments to group and subscriber accounts accurately and in a timely manner. Processes the group adjustments as received from billing auditors through Laserfiche.
10. Maintains the pay cycle process for Accounts Payable.
11. Posting daily to accounts in accounting system from receipts of various types of deposits and assist with adjustments. Posts payments and adjustments to group and subscriber accounts accurately and in a timely manner.
12. Administers reconciliations related to cash, accounts receivable, and additional balance sheet accounts. Prepares related month end general ledger entries.
13. Provides assistance to external auditors including analysis and preparation of audit PBC schedules.
14. Assists in completing the 1099 process including balancing, annual reporting, and filing for all entities.
15. Provides support to the Underwriting Department as needed.
Perform other related assigned duties as necessary to complete the primary Job responsibilities as described above.
Minimum Qualifications:
Will accept any suitable combination of education, training, or experience. Position requires a bachelor’s degree in accounting, finance or a related field and three years' experience in general accounting, taxes, payroll and/or investments.
Position requires effective verbal and written communication skills; interpersonal and problem solving skills; knowledge of intermediate Microsoft Excel and Word functionality; 10-key, accounting and alphanumeric data entry.
Employees are to adhere to department and corporate policies and procedures, serve internal and external customers and support the goal of other departments and the company. This description is intended to indicate the general responsibilities and level of work difficulty that will be required of positions given this title, and should not be construed as declaring what the specific duties and responsibilities of any particular position should be. It is not intended to limit or in any way modify the right of management to assign, direct, and control the work of employees under their supervision. The use of a particular expression or illustration describing responsibilities shall not be held to exclude other responsibilities that are of similar kinds or levels of difficulty.
Department
The John & Mable Ringling Museum of Art is located in Sarasota, Florida. Want to learn more about The Ringling? Website | Facebook | Twitter | Instagram | Flickr | Pinterest | YouTube
Equal Employment Opportunity
The Ringling is an Equal Opportunity/Access/Affirmative Action/Pro Disabled & Veteran Action employer with a strong commitment to diversity and inclusion. As such, we are always seeking individuals dedicated to innovation and excellence. A successful candidate will work effectively, respectfully, and collaboratively in a diverse, multicultural, and inclusive setting. We especially encourage applications by individuals from underrepresented groups, with a demonstrated commitment to a culturally and intellectually diverse workplace. Should you require accommodations for the application or interview processes, please email employment@ringling.org or call 941-359-5700 (ext. 1-2605). Learn more about our commitment to Diversity and Inclusion:
Ringling Strategic Plan
Ringling Equity Statement
FSU's Equal Opportunity Statement
FSU Diversity & Inclusion Statement
FSU Strategic Plan
Responsibilities
The Accounting Associate role is responsible for accounts payable and bookkeeping tasks in support of major accounting activities for Ringling. A typical day would include the following tasks:
Processes and enters invoices, with accompanying purchase order and receipt information, and payments into financial software systems.
Creates new vendor accounts or enters vendor updates in system.
Daily retrieves invoices from FSU's document management system and the mail.
Obtains appropriate documentation from Museum staff in order to process the payment, including verifying all required approval signatures are in place.
Matches invoices with purchase orders and receiving reports, verifying that information is correct, including all required approval signatures. Makes corrections as authorized and processes the payments in the OMNI or Financial Edge software system.
Produces Ringling Foundation checks, obtaining check signatures, and mails checks.
Monthly reviews vendor statements and follows up on past due amounts. Communicates with vendors concerning duplicate payments, credit adjustments, or invoice disputes.
Maintains vendor information using the vendor profile form, maintaining W-9s, and enters new vendors in the Financial Edge software system. Ascertains if a vendor should be marked to receive an annual 1099 form.
Maintains the paid invoice file. Retrieves paid invoices and other information requested by staff and auditors. Annually produces the Ringling Foundation 1099 forms, printing in draft for supervisor approval, then once approved by the Chief Financial Officer, prints and mails the forms to the vendors and the IRS. Other duties as assigned.
Qualifications
High school diploma or equivalency and four years of appropriate experience or a combination of post high school education and experience equal to four years. Note: Higher education can substitute for experience at the equivalent rate.
Knowledge of accounting systems and practices.
Knowledge of applicable computer applications, including Microsoft Excel and Outlook, and basic computer functions.
Ability to learn applicable systems such as PeopleSoft and Financial Edge.
Ability to compile, review, and reconcile data for accuracy, completeness, and compliance with close attention to detail and deadlines.
Please note, a work sample of Microsoft Excel will be administered if selected for interview.
Helpful
Previous experience in accounts payable.
Strong Microsoft Excel skills.
Previous experence with PeopleSoft software.
Previous experence with Financial Edge software.
Contact Info
For more information, or for technical assistance, please contact Ringling Human Resources at 941-359-5700 ext. 2605 or employment@ringling.org .
University Information
One of the nation's elite research universities, Florida State University preserves, expands, and disseminates knowledge in the sciences, technology, arts, humanities, and professions, while embracing a philosophy of learning strongly rooted in the traditions of the liberal arts and critical thinking. Founded in 1851, Florida State University is the oldest continuous site of higher education in Florida. FSU is a community steeped in tradition that fosters research, encourages creativity, and embraces diversity. At FSU, there’s the excitement of being part of a vibrant academic and professional community, surrounded by people whose ideas are shaping tomorrow’s news! Learn more about our university and campuses.
Anticipated Salary Range
Up to low $30,000 range based on education, experience, and skills of top candidate. Find out more about our benefits under the "FSU Total Rewards" section.
Pay Plan
This is an USPS (University Support Personnel System) position.
FSU Total Rewards
FSU offers a robust Total Rewards package. Visit our website to learn more about our Compensation, Benefits, Wellness, Recognition, and Employee Development programs. Use our interactive tool to calculate Total Compensation options based on potential salary, benefits and retirement contributions, earned leave, and other employment-related perks.
Soft Money Funded Position
This position is time-limited based on soft money funding, with renewal contingent upon available funds and the needs of the University.
Schedule
Monday through Friday from 8:00 AM to 5:00 PM with a one hour lunch period.
Criminal Background Check
This position requires successful completion of a criminal history background check, to include fingerprinting. The background check will be conducted as authorized and in accordance with University Policy 4-OP-C-7-B11 .
How To Apply
If qualified and interested in a specific job opening as advertised, apply to Florida State University at https://jobs.fsu.edu. If you are a current FSU employee, apply via myFSU > Self Service. Applicants are required to complete the online application with all applicable information. Applications must include all work history up to ten years, and education details even if attaching a resume.
Veterans' Preference
Certain service members and veterans, and the spouses and family members of the service members and veterans, will receive preference and priority in employment and are encouraged to apply for the positions being filled. For information on who may be eligible for Veterans' Preference, click here or call FSU Human Resources at (850) 644-6034.
IMPORTANT: In order to claim Veterans' Preference, applicants must upload a DD-214 (and other documentation, as applicable) with their online application prior to the closing date of the job opening.
Apr 08, 2021
Full time
Department
The John & Mable Ringling Museum of Art is located in Sarasota, Florida. Want to learn more about The Ringling? Website | Facebook | Twitter | Instagram | Flickr | Pinterest | YouTube
Equal Employment Opportunity
The Ringling is an Equal Opportunity/Access/Affirmative Action/Pro Disabled & Veteran Action employer with a strong commitment to diversity and inclusion. As such, we are always seeking individuals dedicated to innovation and excellence. A successful candidate will work effectively, respectfully, and collaboratively in a diverse, multicultural, and inclusive setting. We especially encourage applications by individuals from underrepresented groups, with a demonstrated commitment to a culturally and intellectually diverse workplace. Should you require accommodations for the application or interview processes, please email employment@ringling.org or call 941-359-5700 (ext. 1-2605). Learn more about our commitment to Diversity and Inclusion:
Ringling Strategic Plan
Ringling Equity Statement
FSU's Equal Opportunity Statement
FSU Diversity & Inclusion Statement
FSU Strategic Plan
Responsibilities
The Accounting Associate role is responsible for accounts payable and bookkeeping tasks in support of major accounting activities for Ringling. A typical day would include the following tasks:
Processes and enters invoices, with accompanying purchase order and receipt information, and payments into financial software systems.
Creates new vendor accounts or enters vendor updates in system.
Daily retrieves invoices from FSU's document management system and the mail.
Obtains appropriate documentation from Museum staff in order to process the payment, including verifying all required approval signatures are in place.
Matches invoices with purchase orders and receiving reports, verifying that information is correct, including all required approval signatures. Makes corrections as authorized and processes the payments in the OMNI or Financial Edge software system.
Produces Ringling Foundation checks, obtaining check signatures, and mails checks.
Monthly reviews vendor statements and follows up on past due amounts. Communicates with vendors concerning duplicate payments, credit adjustments, or invoice disputes.
Maintains vendor information using the vendor profile form, maintaining W-9s, and enters new vendors in the Financial Edge software system. Ascertains if a vendor should be marked to receive an annual 1099 form.
Maintains the paid invoice file. Retrieves paid invoices and other information requested by staff and auditors. Annually produces the Ringling Foundation 1099 forms, printing in draft for supervisor approval, then once approved by the Chief Financial Officer, prints and mails the forms to the vendors and the IRS. Other duties as assigned.
Qualifications
High school diploma or equivalency and four years of appropriate experience or a combination of post high school education and experience equal to four years. Note: Higher education can substitute for experience at the equivalent rate.
Knowledge of accounting systems and practices.
Knowledge of applicable computer applications, including Microsoft Excel and Outlook, and basic computer functions.
Ability to learn applicable systems such as PeopleSoft and Financial Edge.
Ability to compile, review, and reconcile data for accuracy, completeness, and compliance with close attention to detail and deadlines.
Please note, a work sample of Microsoft Excel will be administered if selected for interview.
Helpful
Previous experience in accounts payable.
Strong Microsoft Excel skills.
Previous experence with PeopleSoft software.
Previous experence with Financial Edge software.
Contact Info
For more information, or for technical assistance, please contact Ringling Human Resources at 941-359-5700 ext. 2605 or employment@ringling.org .
University Information
One of the nation's elite research universities, Florida State University preserves, expands, and disseminates knowledge in the sciences, technology, arts, humanities, and professions, while embracing a philosophy of learning strongly rooted in the traditions of the liberal arts and critical thinking. Founded in 1851, Florida State University is the oldest continuous site of higher education in Florida. FSU is a community steeped in tradition that fosters research, encourages creativity, and embraces diversity. At FSU, there’s the excitement of being part of a vibrant academic and professional community, surrounded by people whose ideas are shaping tomorrow’s news! Learn more about our university and campuses.
Anticipated Salary Range
Up to low $30,000 range based on education, experience, and skills of top candidate. Find out more about our benefits under the "FSU Total Rewards" section.
Pay Plan
This is an USPS (University Support Personnel System) position.
FSU Total Rewards
FSU offers a robust Total Rewards package. Visit our website to learn more about our Compensation, Benefits, Wellness, Recognition, and Employee Development programs. Use our interactive tool to calculate Total Compensation options based on potential salary, benefits and retirement contributions, earned leave, and other employment-related perks.
Soft Money Funded Position
This position is time-limited based on soft money funding, with renewal contingent upon available funds and the needs of the University.
Schedule
Monday through Friday from 8:00 AM to 5:00 PM with a one hour lunch period.
Criminal Background Check
This position requires successful completion of a criminal history background check, to include fingerprinting. The background check will be conducted as authorized and in accordance with University Policy 4-OP-C-7-B11 .
How To Apply
If qualified and interested in a specific job opening as advertised, apply to Florida State University at https://jobs.fsu.edu. If you are a current FSU employee, apply via myFSU > Self Service. Applicants are required to complete the online application with all applicable information. Applications must include all work history up to ten years, and education details even if attaching a resume.
Veterans' Preference
Certain service members and veterans, and the spouses and family members of the service members and veterans, will receive preference and priority in employment and are encouraged to apply for the positions being filled. For information on who may be eligible for Veterans' Preference, click here or call FSU Human Resources at (850) 644-6034.
IMPORTANT: In order to claim Veterans' Preference, applicants must upload a DD-214 (and other documentation, as applicable) with their online application prior to the closing date of the job opening.
REPORTS TO: Controller
ORGANIZATION OVERVIEW
The Colorado Charter School Institute (CSI) is a statewide charter school authorizer whose mission is to foster high-quality public-school choices offered through charter schools, particularly schools that are focused on closing the achievement gap for at-risk students. Governed by a board of nine members appointed by the Governor and Commissioner of Education, CSI currently serves a diverse portfolio of 42 schools across the state of Colorado serving over 20,000 students. CSI is uniquely positioned to serve and promote charter school innovation in communities throughout Colorado and to be a leader in improvements in authorizer practices. CSI aspires to continue growing the quality and quantity of its portfolio of schools in Colorado in response to the need for high quality, innovative charter school options. Our organization is at an extraordinary point of opportunity and is poised to make additional systemic changes that will yield improvements within the portfolio’s overall student achievement.
Visit our website to learn more
Please note: Applications will be reviewed as they are received. This position is non-classified and is not subject to appeal rights.
Please see below for a complete position description:
ESSENTIAL DUTIES AND ROLE-SPECIFIC RESPONSIBILITIES
Essential duties of this position include the following. Employees in this position perform some or all of the following tasks. Other duties may be assigned.
Coordinate all phases of Federal COVID relief funds.
Process grants payments to CSI schools and external vendors.
Review requests for funds submissions from CSI schools and the League to ensure completion, financial compliance, and budgetary alignment. Provide feedback to schools on request for funds Federal and State compliance requirements.
Track assigned grants and work with other CSI staff in coordinating the workflow of these grants as needed, including securing required signatures.
Communicate with the Colorado Department of Education (CDE) the Office of the Governor to ensure all Federal COVID relief grant funds are managed appropriately, and all related deadlines are met.
Assist Grants Fiscal Manager with quarterly and end of year reporting data entry and audit requests.
Coordinate budget submissions and revisions for Federal COVID relief grant funds
Assist the Grants Fiscal Manager with grant application completion checks.
Provide necessary documentation to the Office of the Governor and CDE and request funds through CORE in accordance with grant timelines and deadlines.
Provide technical assistance and training to schools on the request for fund process and required quarterly and year-end financial reports.
DEPARTMENT RESPONSBILITIES
Assist with other grant related assignments as needed.
Respond to audit verification requests and assist the Controller in completing other monthly reconciliations.
In coordination with the Finance Department, provide technical assistance and validate financial data for state and federal reporting.
BENEFITS
As an employee of the Colorado Charter School Institute (State of Colorado), you will have access to a variety of benefits to include medical, dental and vision insurance, paid holidays, paid vacation and sick time, flexible scheduling, a work-life balance culture, no-cost life and disability insurance (with additional paid options), Flex Spending and Health Savings Account options, professional development opportunities, wellness offerings, a performance based bonus and membership in Colorado Public Employees’ Retirement Association (PERA).
CSI INCLUSION STATEMENT
As a statewide charter school authorizer, CSI recognizes that autonomy and diversity can drive innovation and improved outcomes, both in our schools and in our organization. We are committed to fostering a diverse and inclusive culture and strive to demonstrate this commitment in our recruitment efforts. We value the unique contributions that result from different perspectives and experiences as they make us stronger. CSI is proud to be an equal opportunity employer and does not discriminate based on gender, race, color, religion or belief, national origin, age, sexual orientation, marital status, disability, or any other protected class.
WHAT WE ARE LOOKING FOR:
At a minimum, we are looking for the following:
Associate Degree
Grants fiscal management experience
Detail-oriented with demonstrated ability to follow-through on projects
Flexible and able to work autonomously as well as take direction as needed
All final candidates must successfully pass a thorough criminal background check.
Ideal candidates will have some, or all, of the following education, skills, and abilities:
Bachelor’s Degree
Accounts payable experience
Experience with accounting software
Experience in a school, school district, or government
Experience working with public or charter schools in Colorado
LOCATION & TRAVEL
The typical work location for this position is the CSI office in Downtown Denver, although due to the COVID-19 pandemic institute staff are currently working remotely.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment includes a standard office setting. The noise level in the work environment is usually low to moderate.
NOTE
This is not necessarily an exhaustive or all-inclusive list of responsibilities, skills, duties, requirements, efforts, functions or working conditions associated with the job. This job description is not a contract of employment or a promise or guarantee of any specific terms or conditions of employment. CSI may add to, modify or delete any aspect of this job (or the position itself) at any time as it deems advisable.
COVID PRECAUTIONS:
Remote interview process
Mostly virtual meetings for the time being
Social distancing guidelines in place (when in the office)
Sanitizing, disinfecting, or cleaning procedures in place (at the physical office)
Apr 08, 2021
Full time
REPORTS TO: Controller
ORGANIZATION OVERVIEW
The Colorado Charter School Institute (CSI) is a statewide charter school authorizer whose mission is to foster high-quality public-school choices offered through charter schools, particularly schools that are focused on closing the achievement gap for at-risk students. Governed by a board of nine members appointed by the Governor and Commissioner of Education, CSI currently serves a diverse portfolio of 42 schools across the state of Colorado serving over 20,000 students. CSI is uniquely positioned to serve and promote charter school innovation in communities throughout Colorado and to be a leader in improvements in authorizer practices. CSI aspires to continue growing the quality and quantity of its portfolio of schools in Colorado in response to the need for high quality, innovative charter school options. Our organization is at an extraordinary point of opportunity and is poised to make additional systemic changes that will yield improvements within the portfolio’s overall student achievement.
Visit our website to learn more
Please note: Applications will be reviewed as they are received. This position is non-classified and is not subject to appeal rights.
Please see below for a complete position description:
ESSENTIAL DUTIES AND ROLE-SPECIFIC RESPONSIBILITIES
Essential duties of this position include the following. Employees in this position perform some or all of the following tasks. Other duties may be assigned.
Coordinate all phases of Federal COVID relief funds.
Process grants payments to CSI schools and external vendors.
Review requests for funds submissions from CSI schools and the League to ensure completion, financial compliance, and budgetary alignment. Provide feedback to schools on request for funds Federal and State compliance requirements.
Track assigned grants and work with other CSI staff in coordinating the workflow of these grants as needed, including securing required signatures.
Communicate with the Colorado Department of Education (CDE) the Office of the Governor to ensure all Federal COVID relief grant funds are managed appropriately, and all related deadlines are met.
Assist Grants Fiscal Manager with quarterly and end of year reporting data entry and audit requests.
Coordinate budget submissions and revisions for Federal COVID relief grant funds
Assist the Grants Fiscal Manager with grant application completion checks.
Provide necessary documentation to the Office of the Governor and CDE and request funds through CORE in accordance with grant timelines and deadlines.
Provide technical assistance and training to schools on the request for fund process and required quarterly and year-end financial reports.
DEPARTMENT RESPONSBILITIES
Assist with other grant related assignments as needed.
Respond to audit verification requests and assist the Controller in completing other monthly reconciliations.
In coordination with the Finance Department, provide technical assistance and validate financial data for state and federal reporting.
BENEFITS
As an employee of the Colorado Charter School Institute (State of Colorado), you will have access to a variety of benefits to include medical, dental and vision insurance, paid holidays, paid vacation and sick time, flexible scheduling, a work-life balance culture, no-cost life and disability insurance (with additional paid options), Flex Spending and Health Savings Account options, professional development opportunities, wellness offerings, a performance based bonus and membership in Colorado Public Employees’ Retirement Association (PERA).
CSI INCLUSION STATEMENT
As a statewide charter school authorizer, CSI recognizes that autonomy and diversity can drive innovation and improved outcomes, both in our schools and in our organization. We are committed to fostering a diverse and inclusive culture and strive to demonstrate this commitment in our recruitment efforts. We value the unique contributions that result from different perspectives and experiences as they make us stronger. CSI is proud to be an equal opportunity employer and does not discriminate based on gender, race, color, religion or belief, national origin, age, sexual orientation, marital status, disability, or any other protected class.
WHAT WE ARE LOOKING FOR:
At a minimum, we are looking for the following:
Associate Degree
Grants fiscal management experience
Detail-oriented with demonstrated ability to follow-through on projects
Flexible and able to work autonomously as well as take direction as needed
All final candidates must successfully pass a thorough criminal background check.
Ideal candidates will have some, or all, of the following education, skills, and abilities:
Bachelor’s Degree
Accounts payable experience
Experience with accounting software
Experience in a school, school district, or government
Experience working with public or charter schools in Colorado
LOCATION & TRAVEL
The typical work location for this position is the CSI office in Downtown Denver, although due to the COVID-19 pandemic institute staff are currently working remotely.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment includes a standard office setting. The noise level in the work environment is usually low to moderate.
NOTE
This is not necessarily an exhaustive or all-inclusive list of responsibilities, skills, duties, requirements, efforts, functions or working conditions associated with the job. This job description is not a contract of employment or a promise or guarantee of any specific terms or conditions of employment. CSI may add to, modify or delete any aspect of this job (or the position itself) at any time as it deems advisable.
COVID PRECAUTIONS:
Remote interview process
Mostly virtual meetings for the time being
Social distancing guidelines in place (when in the office)
Sanitizing, disinfecting, or cleaning procedures in place (at the physical office)
Equal Opportunity Employer: Minority/Female/Disability/Veteran
Waste Management (WM), a Fortune 250 company, is the leading provider of comprehensive waste and environmental services in North America. We are strongly committed to a foundation of operating excellence, professionalism and financial strength. WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects.
Waste Management has an exciting career opportunity for an experienced Accountant III to support the business operations in the Central PA area. This can be a hybrid office positiion, but travel to the local sites will be required.
I. Job Summary
Applies highly complex principles of accounting to analyze financial information and prepare financial reports, and coordinates the implementation of accounting control.
II. Essential Duties and Responsibilities
To perform this job successfully, an individual must be able to perform the essential duties satisfactorily. Other minor duties may be assigned and may vary by location.
Prepares highly complex journal entries for entry into the general ledger system on a monthly basis by collecting necessary data, analyzing and/or allocating costs and preparing audit train support for the journal entries.
Analyzes general ledger accounts for accuracy; analyzes accrual accounts to ensure proper accruals.
Collects and analyzes financial data and prepares monthly combined financial statements and reports. Performs additional analysis for explanatory text required for reports and statement. Coordinates preparation of monthly financial package and reviews for accuracy.
Participates in monthly financial meetings for discussion and review of monthly financial reports.
Assists with the preparation of year-end closings. Prepares annual long-term and short-term financial statements in compliance with accounting guidelines and U.S. GAAP. Assists in the preparation of working papers for annual audit.
Provides expertise and guidance to other Finance personnel for proper internal and external financial accounting procedures and their application.
Assists with the preparation of annual budgets, updates, and strategic plans for assigned areas. Coordinates preparation of monthly combining entries to combine financial results.
Prepares quarterly consolidation report for consolidation.
Assists with the maintenance and application of internal controls.
Prepares highly advanced financial reports in a timely and accurate manner; and completes individual analytical projects in a satisfactory manner given abstract project guidelines.
Assists departmental managers/directors with supervision of other clerical and professional staff of the department as required.
III. Supervisory Responsibilities
This job has no supervisory duties.
IV. Qualifications
The requirements listed below are representative of the qualifications necessary to perform the job.
A. Education and Experience
Education: Bachelor’s Degree (accredited) in Accounting or in lieu of degree, High School Diploma or GED (accredited) and four years of relevant work experience.
Experience: Five years of relevant work experience (in addition to education requirement).
B. Certificates, Licenses, Registrations or Other Requirements
Valid drivers' license
C. Other Knowledge, Skills or Abilities Required
Expert accounting, accounts payable, and/or accounts receivable knowledge may be required.
Experience with preparing Financial Models and Variance Analysis
Advanced Microsoft Excel knowledge (Proficiency doing Macros, Vlookups/Hlookups required (ability to run IF statements would be preferred)
Working knowledge of Essbase/Smartview preferred
Prior experience with data analytics
Ability to communicate effectively with Team and Business Partners
V. Work Environment
Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Normal setting for this job is: office setting
Benefits At Waste Management, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.
Mar 29, 2021
Full time
Equal Opportunity Employer: Minority/Female/Disability/Veteran
Waste Management (WM), a Fortune 250 company, is the leading provider of comprehensive waste and environmental services in North America. We are strongly committed to a foundation of operating excellence, professionalism and financial strength. WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects.
Waste Management has an exciting career opportunity for an experienced Accountant III to support the business operations in the Central PA area. This can be a hybrid office positiion, but travel to the local sites will be required.
I. Job Summary
Applies highly complex principles of accounting to analyze financial information and prepare financial reports, and coordinates the implementation of accounting control.
II. Essential Duties and Responsibilities
To perform this job successfully, an individual must be able to perform the essential duties satisfactorily. Other minor duties may be assigned and may vary by location.
Prepares highly complex journal entries for entry into the general ledger system on a monthly basis by collecting necessary data, analyzing and/or allocating costs and preparing audit train support for the journal entries.
Analyzes general ledger accounts for accuracy; analyzes accrual accounts to ensure proper accruals.
Collects and analyzes financial data and prepares monthly combined financial statements and reports. Performs additional analysis for explanatory text required for reports and statement. Coordinates preparation of monthly financial package and reviews for accuracy.
Participates in monthly financial meetings for discussion and review of monthly financial reports.
Assists with the preparation of year-end closings. Prepares annual long-term and short-term financial statements in compliance with accounting guidelines and U.S. GAAP. Assists in the preparation of working papers for annual audit.
Provides expertise and guidance to other Finance personnel for proper internal and external financial accounting procedures and their application.
Assists with the preparation of annual budgets, updates, and strategic plans for assigned areas. Coordinates preparation of monthly combining entries to combine financial results.
Prepares quarterly consolidation report for consolidation.
Assists with the maintenance and application of internal controls.
Prepares highly advanced financial reports in a timely and accurate manner; and completes individual analytical projects in a satisfactory manner given abstract project guidelines.
Assists departmental managers/directors with supervision of other clerical and professional staff of the department as required.
III. Supervisory Responsibilities
This job has no supervisory duties.
IV. Qualifications
The requirements listed below are representative of the qualifications necessary to perform the job.
A. Education and Experience
Education: Bachelor’s Degree (accredited) in Accounting or in lieu of degree, High School Diploma or GED (accredited) and four years of relevant work experience.
Experience: Five years of relevant work experience (in addition to education requirement).
B. Certificates, Licenses, Registrations or Other Requirements
Valid drivers' license
C. Other Knowledge, Skills or Abilities Required
Expert accounting, accounts payable, and/or accounts receivable knowledge may be required.
Experience with preparing Financial Models and Variance Analysis
Advanced Microsoft Excel knowledge (Proficiency doing Macros, Vlookups/Hlookups required (ability to run IF statements would be preferred)
Working knowledge of Essbase/Smartview preferred
Prior experience with data analytics
Ability to communicate effectively with Team and Business Partners
V. Work Environment
Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Normal setting for this job is: office setting
Benefits At Waste Management, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.
Eastern Florida State College
1519 Clearlake Road Cocoa, FL 32922
Eastern Florida State College is currently seeking applications for the full-time position of Accounting Coordinator on the Cocoa Campus in Cocoa, Florida.
Primary focus on coordination and development of college operating funds, auxiliary enterprise funds and direct support organizations budgets, including revenue and salary projections. Assist in development of Capital budget. Implement and maintain position control subsystems in Banner.
The following minimum qualifications for this position must be met before any applicant will be considered:
Associate’s degree in Business or related area required. Bachelor’s degree from a regionally accredited institution preferred.
Three year’s of experience in financial analysis preferred.
Valid Florida Motor Vehicle Operator’s license required. Reasonable accommodations may be made to individuals with disabilities unable to obtain a driver’s license. In such cases, a valid Florida ID is required
This position will require successful fingerprinting and the candidate chosen will be required to pay the associated fee (currently $37.25). This fingerprinting fee ($37.25) is non-refundable.
Understanding of and commitment to Equal Access/Equal Opportunity.
Official transcripts of all collegiate work will be required to be considered beyond the application phase. *
*High School Diploma or GED or transcripts or official transcripts of all collegiate work (as appropriate for the position) must be sent directly from the attended institution to the Human Resources Office prior to the first day of employment. All foreign degrees must have a course-by-course official evaluation and translation sent to the Human Resources Office directly from an evaluation company affiliated with the National Association of Credential Evaluation Services, Inc.
Minimum physical qualifications:
Ability to communicate both orally and in writing.
Ability to occasionally lift, push, pull and/or move up to 40 pounds.
Ability to access, input and retrieve information and/or data from a computer. May require evening and weekend work.
The annual salary is $37,000 . Successful internal candidates for external job postings should be aware that their current salary does not transfer to the new position. Salary will be as advertised in the job announcement. Full-time employees of Eastern Florida State College receive fringe benefits including health insurance and a retirement plan.
Applications will be accepted from March 24, 2021 through April 2, 2021 ; however, the College reserves the right to extend or conclude searches without notice. Applications must be submitted prior to 5:00 p.m. on the closing day. This is a covered position under Chapter 295 Florida Statutes, which provides for Veterans Preference in employment for eligible veterans’ a nd eligible spouses of veterans.
HOW TO APPLY
All applicants must apply on-line at the Eastern Florida State College Website in order to be considered for employment. If an applicant needs assistance in completing the on-line application, he/she should contact Human Resources. With at least 24 hours advance notice, EFSC can provide readers, Braille, audio cassettes, computer readers, sign language interpreters, and Scribes.
NOTE TO APPLICANT
Applications will not be considered after the deadline date unless justified and approved for exception by the Associate Vice President, Human Resources. All successful applicants must complete New Employee Orientation prior to beginning work.
CONTACT HUMAN RESOURCES
Eastern Florida State College, Human Resources, 1519 Clearlake Road, Cocoa, FL 32922
Telephone: (321) 433-7070 FAX: (321) 433-7065 Florida Relay: 1-800-955-8770
Email: resources@easternflorida.edu
Website: https://www.easternflorida.edu/administration-departments/human-resources/employment-needs-opportunities/employment-opportunities.cfm
Eastern Florida State College is dedicated to providing a nondiscriminatory environment which promotes equal access, equal educational opportunity and equal employment opportunity to all persons regardless of age, race, national origin, color, ethnicity, genetic information, religion, sex, gender, sexual orientation, pregnancy, disability, marital status, veterans status, ancestry, or political affiliation in its programs, activities, or employment.
Mar 24, 2021
Full time
Eastern Florida State College is currently seeking applications for the full-time position of Accounting Coordinator on the Cocoa Campus in Cocoa, Florida.
Primary focus on coordination and development of college operating funds, auxiliary enterprise funds and direct support organizations budgets, including revenue and salary projections. Assist in development of Capital budget. Implement and maintain position control subsystems in Banner.
The following minimum qualifications for this position must be met before any applicant will be considered:
Associate’s degree in Business or related area required. Bachelor’s degree from a regionally accredited institution preferred.
Three year’s of experience in financial analysis preferred.
Valid Florida Motor Vehicle Operator’s license required. Reasonable accommodations may be made to individuals with disabilities unable to obtain a driver’s license. In such cases, a valid Florida ID is required
This position will require successful fingerprinting and the candidate chosen will be required to pay the associated fee (currently $37.25). This fingerprinting fee ($37.25) is non-refundable.
Understanding of and commitment to Equal Access/Equal Opportunity.
Official transcripts of all collegiate work will be required to be considered beyond the application phase. *
*High School Diploma or GED or transcripts or official transcripts of all collegiate work (as appropriate for the position) must be sent directly from the attended institution to the Human Resources Office prior to the first day of employment. All foreign degrees must have a course-by-course official evaluation and translation sent to the Human Resources Office directly from an evaluation company affiliated with the National Association of Credential Evaluation Services, Inc.
Minimum physical qualifications:
Ability to communicate both orally and in writing.
Ability to occasionally lift, push, pull and/or move up to 40 pounds.
Ability to access, input and retrieve information and/or data from a computer. May require evening and weekend work.
The annual salary is $37,000 . Successful internal candidates for external job postings should be aware that their current salary does not transfer to the new position. Salary will be as advertised in the job announcement. Full-time employees of Eastern Florida State College receive fringe benefits including health insurance and a retirement plan.
Applications will be accepted from March 24, 2021 through April 2, 2021 ; however, the College reserves the right to extend or conclude searches without notice. Applications must be submitted prior to 5:00 p.m. on the closing day. This is a covered position under Chapter 295 Florida Statutes, which provides for Veterans Preference in employment for eligible veterans’ a nd eligible spouses of veterans.
HOW TO APPLY
All applicants must apply on-line at the Eastern Florida State College Website in order to be considered for employment. If an applicant needs assistance in completing the on-line application, he/she should contact Human Resources. With at least 24 hours advance notice, EFSC can provide readers, Braille, audio cassettes, computer readers, sign language interpreters, and Scribes.
NOTE TO APPLICANT
Applications will not be considered after the deadline date unless justified and approved for exception by the Associate Vice President, Human Resources. All successful applicants must complete New Employee Orientation prior to beginning work.
CONTACT HUMAN RESOURCES
Eastern Florida State College, Human Resources, 1519 Clearlake Road, Cocoa, FL 32922
Telephone: (321) 433-7070 FAX: (321) 433-7065 Florida Relay: 1-800-955-8770
Email: resources@easternflorida.edu
Website: https://www.easternflorida.edu/administration-departments/human-resources/employment-needs-opportunities/employment-opportunities.cfm
Eastern Florida State College is dedicated to providing a nondiscriminatory environment which promotes equal access, equal educational opportunity and equal employment opportunity to all persons regardless of age, race, national origin, color, ethnicity, genetic information, religion, sex, gender, sexual orientation, pregnancy, disability, marital status, veterans status, ancestry, or political affiliation in its programs, activities, or employment.
Oregon Parks and Recreation
725 Summer Street NE in Salem, OR
Do you have experience in Fiscal Analysis ? For you use your analytical skill for Revenue Forecasting ?
If this sounds like you, come join our leadership team as a Fiscal Analyst and support one of Oregon’s greatest resources – State Parks!
Our Mission
OPRD’s mission is to provide and protect outstanding natural, scenic, cultural, historic and recreational sites for the enjoyment and education of present and future generations.
Our Operating Principles
Oregon Parks and Recreation Department (OPRD) believes Operating Principles are core values that, if mutually accepted and supported by all employees, will create a connected, respectful, and trusting work environment. Our Operating Principles are: Accountability, Commitment, Empathy, Empowerment, Fun, Integrity, Respect, & Well-being.
What you will do:
As a Fiscal Analyst within Central Business Services, Budget Unit, you will prepare department-wide revenue forecasts, provide budget development and execution support to Central Business Services (excluding Community Grant Programs), track and report on various statistics, develop fiscal impact statements during legislative sessions, and provide policy and fiscal analysis for program changes or enhancements.
Minimum Qualifications:
(a) Six (6) years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Experience must have included modeling and forecasting fiscal information.
OR
(b) A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration or other analytical or technical degree); AND Three (3) years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Experience must have included modeling and forecasting fiscal information.
OR
(c) A Master’s Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration or other analytical or technical degree); AND Two (2) years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Experience must have included modeling and forecasting fiscal information.
What we are looking for (Desired Attributes):
Ability to use critical thinking and analytical skills to inform independent judgement, initiative, and decision-making
Ability to apply analytical skills to forecasting revenue, including experience identifying necessary data
Experience using accounting, budgeting and data warehouse tools such as ORBITS (Oregon Budget Information Tracking System), PICS (Personnel Inventory Control System), SFMA (Statewide Financial Management Application), and Microsoft Excel.
Strong listening, verbal and written communication skills, and the ability to ask appropriate questions to gather and convey information across all levels of the organization
Excellent organizational skills and the ability to coordinate multiple projects and priorities at the same time
Outstanding customer service skills
Ability to work independently with general guidance and direction
Experience in promoting a culturally competent and diverse work environment.
What's in it for you:
This is a fantastic opportunity to support millions of visitors connecting with the best state park system in America. You will work with a team of supportive, talented and highly motivated professionals. And, you’ll receive a fantastic benefits packaging including:
Comprehensive medical, dental and vision plans for the employee and qualified family members
Paid sick leave, vacation, personal leave and 10 paid holidays per year
Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP).
Link to official state application (required):
https://oregon.wd5.myworkdayjobs.com/en-US/SOR_External_Career_Site/job/Salem--OPRD--Central-Office/Fiscal-Analyst-3---Revenue-Forecasting_REQ-61016-1
Mar 19, 2021
Full time
Do you have experience in Fiscal Analysis ? For you use your analytical skill for Revenue Forecasting ?
If this sounds like you, come join our leadership team as a Fiscal Analyst and support one of Oregon’s greatest resources – State Parks!
Our Mission
OPRD’s mission is to provide and protect outstanding natural, scenic, cultural, historic and recreational sites for the enjoyment and education of present and future generations.
Our Operating Principles
Oregon Parks and Recreation Department (OPRD) believes Operating Principles are core values that, if mutually accepted and supported by all employees, will create a connected, respectful, and trusting work environment. Our Operating Principles are: Accountability, Commitment, Empathy, Empowerment, Fun, Integrity, Respect, & Well-being.
What you will do:
As a Fiscal Analyst within Central Business Services, Budget Unit, you will prepare department-wide revenue forecasts, provide budget development and execution support to Central Business Services (excluding Community Grant Programs), track and report on various statistics, develop fiscal impact statements during legislative sessions, and provide policy and fiscal analysis for program changes or enhancements.
Minimum Qualifications:
(a) Six (6) years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Experience must have included modeling and forecasting fiscal information.
OR
(b) A Bachelor's Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration or other analytical or technical degree); AND Three (3) years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Experience must have included modeling and forecasting fiscal information.
OR
(c) A Master’s Degree in Business, Public or Non-Profit Management, Finance, Accounting or a related degree (such as Public Policy, Political Science, Public Administration or other analytical or technical degree); AND Two (2) years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Experience must have included modeling and forecasting fiscal information.
What we are looking for (Desired Attributes):
Ability to use critical thinking and analytical skills to inform independent judgement, initiative, and decision-making
Ability to apply analytical skills to forecasting revenue, including experience identifying necessary data
Experience using accounting, budgeting and data warehouse tools such as ORBITS (Oregon Budget Information Tracking System), PICS (Personnel Inventory Control System), SFMA (Statewide Financial Management Application), and Microsoft Excel.
Strong listening, verbal and written communication skills, and the ability to ask appropriate questions to gather and convey information across all levels of the organization
Excellent organizational skills and the ability to coordinate multiple projects and priorities at the same time
Outstanding customer service skills
Ability to work independently with general guidance and direction
Experience in promoting a culturally competent and diverse work environment.
What's in it for you:
This is a fantastic opportunity to support millions of visitors connecting with the best state park system in America. You will work with a team of supportive, talented and highly motivated professionals. And, you’ll receive a fantastic benefits packaging including:
Comprehensive medical, dental and vision plans for the employee and qualified family members
Paid sick leave, vacation, personal leave and 10 paid holidays per year
Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP).
Link to official state application (required):
https://oregon.wd5.myworkdayjobs.com/en-US/SOR_External_Career_Site/job/Salem--OPRD--Central-Office/Fiscal-Analyst-3---Revenue-Forecasting_REQ-61016-1
PeopleTec is currently seeking a Cost Analyst to support our Huntsville, AL location.
-
We are looking for a Cost Analyst to provide cost-estimating support. The candidate will support the Planning, Programing, Budget, and Execution (PPBE) process with analytical assessments, analysis, and development of key documentation to support annual budget execution activities and milestone decision reviews. Individual will perform various cost functions involving the formulation, justification, and/or execution of costs (incurred or future) for organizations, programs, or projects.
-
Duties include:
Preparing estimates for changes in technical and/or funding baselines
Analyze mission requirements to determine cost parameters, specific cost factors, and relationships to be utilized in constructing cost models
Provide support in defending cost estimating methodologies
Develop life cycle cost estimates to determine the total cost of the program
Support contract cost estimating, financial activities, and processing reconciliations
Routinely provide detailed financial reports and documentation
Provide advice and technical assistance to functional specialists in identifying and evaluating program cost factors and cost impact on program alternatives
Develop Independent Government Estimates to support program management needs.
Evaluate impacts on program based on direction and funding adjustments
-
Required Skills/Experience:
Knowledge and skill in the application of policies, precedents, methods, and techniques of costing
Multitasking in a face paced environment
Experience with evaluating projects using different methods and options to determine the most cost-effective solution that meets the required specifications
Preparing independent government cost estimates
Refine and adjust cost models in response to changes in technical specifications, support requirements, design alternatives, engineering, and operational trade-off proposals
Must have a thorough knowledge of Cost Accounting Standards and Generally Accepted Accounting Principles
Travel: 10%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
-
Education Requirements:
Bachelor's Degree in a related field and 5+ years of experience providing cost analysis are required.
-
Desired Skills :
Providing cost analysis and support to defense programs
Possess excellent data-gathering, analytical, and problem-solving skills
Strong verbal and written communication skills
Experience using Automated Cost Estimating Integrated Tool (ACEIT) in development and review of cost analyses
-
People First. Technology Always.
PeopleTec, Inc. is an employee-owned small business founded in Huntsville, AL that provides exceptional customer support by employing and retaining a highly skilled workforce.
Culture: The name "PeopleTec" was deliberately chosen to remind us of our core value system - our people. Our company's foundation was built on placing our employees and customers first. With an award-winning atmosphere, we have matured into a company that boasts the best and brightest across multiple technical fields.
Career: At PeopleTec, we value your long-term goals. Whether it's through our continuing-education opportunities, our robust training programs, or our "People First" benefits package, PeopleTec truly believes that our best investments are our people.
Come Experience It.
#cjpost #dpost
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
Mar 19, 2021
Full time
PeopleTec is currently seeking a Cost Analyst to support our Huntsville, AL location.
-
We are looking for a Cost Analyst to provide cost-estimating support. The candidate will support the Planning, Programing, Budget, and Execution (PPBE) process with analytical assessments, analysis, and development of key documentation to support annual budget execution activities and milestone decision reviews. Individual will perform various cost functions involving the formulation, justification, and/or execution of costs (incurred or future) for organizations, programs, or projects.
-
Duties include:
Preparing estimates for changes in technical and/or funding baselines
Analyze mission requirements to determine cost parameters, specific cost factors, and relationships to be utilized in constructing cost models
Provide support in defending cost estimating methodologies
Develop life cycle cost estimates to determine the total cost of the program
Support contract cost estimating, financial activities, and processing reconciliations
Routinely provide detailed financial reports and documentation
Provide advice and technical assistance to functional specialists in identifying and evaluating program cost factors and cost impact on program alternatives
Develop Independent Government Estimates to support program management needs.
Evaluate impacts on program based on direction and funding adjustments
-
Required Skills/Experience:
Knowledge and skill in the application of policies, precedents, methods, and techniques of costing
Multitasking in a face paced environment
Experience with evaluating projects using different methods and options to determine the most cost-effective solution that meets the required specifications
Preparing independent government cost estimates
Refine and adjust cost models in response to changes in technical specifications, support requirements, design alternatives, engineering, and operational trade-off proposals
Must have a thorough knowledge of Cost Accounting Standards and Generally Accepted Accounting Principles
Travel: 10%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
-
Education Requirements:
Bachelor's Degree in a related field and 5+ years of experience providing cost analysis are required.
-
Desired Skills :
Providing cost analysis and support to defense programs
Possess excellent data-gathering, analytical, and problem-solving skills
Strong verbal and written communication skills
Experience using Automated Cost Estimating Integrated Tool (ACEIT) in development and review of cost analyses
-
People First. Technology Always.
PeopleTec, Inc. is an employee-owned small business founded in Huntsville, AL that provides exceptional customer support by employing and retaining a highly skilled workforce.
Culture: The name "PeopleTec" was deliberately chosen to remind us of our core value system - our people. Our company's foundation was built on placing our employees and customers first. With an award-winning atmosphere, we have matured into a company that boasts the best and brightest across multiple technical fields.
Career: At PeopleTec, we value your long-term goals. Whether it's through our continuing-education opportunities, our robust training programs, or our "People First" benefits package, PeopleTec truly believes that our best investments are our people.
Come Experience It.
#cjpost #dpost
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
REQ-60673
Close date: 4/4/2021
Salary: $5106 - $7847 monthly
Location: Portland, OR
The Oregon Health Authority (OHA), Public Health Division (PHD), Office of the State Public Health Director (OSPHD), Fiscal and Business Operations Unit in Portland, OR is recruiting for three Budget and Fiscal Analysts, one permanent and two limited duration, to provide budget and financial management for the programs within the Public Health Division. Fiscal and Business Operations works with all Public Health Division programs and other divisions and departments to ensure consistent alignment and effectiveness of resources and business practices and is responsible for the oversight of fiscal and business operations across the Public Health Division.
What will you do? As the Public Health Budget and Fiscal Analyst , you will provide a wide range of fiscal and budget project and information management, coordination, monitoring, and evaluation activities. You must possess thorough knowledge of budgeting and financial processes and will support management and staff through budget development and forecasting, monitoring of actual costs to budget, development and analysis of fiscal policy, and financial planning and reporting. You will make decisions in the budget development process that have significant impact on management/policy decisions. This position requires in-depth knowledge of the programs for which this position has budget responsibility and a working knowledge of other agency programs and budgets.
What's in it for you? The public health division is a team of passionate individuals working to promote health across the lifespan of individuals, families, and communities. We value and support unique perspectives using a trauma-informed approach and aim to reflect these values in our hiring practices, professional development and workplace. We are committed to racial equity as a driving factor to improve health outcomes for all communities that experience inequities.
What are we looking for?
Requested Skills
Minimum qualifications: Six years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Experience must have included modeling and forecasting fiscal information. (A bachelor's degree in business, public or non-profit management, finance, accounting, public policy, political science, public administration or other analytical or technical degree may substitute for three years of the required experience. A graduate-level degree in any of the above areas may substitute for four of the six years.)
Extensive experience in governmental budgeting and finance.
Experience with fiscal management systems.
Experience with budget analysis.
Experience with analyzing legislative bills for fiscal impact.
Experience in federal grant management.
Professional, diplomatic verbal and written communication skills.
Excellent customer service skills.
Proficient in Word and Excel.
Experience promoting a culturally competent and diverse work environment.
How to Apply
To view the announcement and apply, please copy and paste the following link:
https://oregon.wd5.myworkdayjobs.com/en-US/SOR_External_Career_Site/job/Portland--OHA--Oregon-Street/Public-Health-Budget-and-Fiscal-Analyst--Fiscal-Analyst-3----1-permanent-and-2-limited-duration-positions_REQ-60673
Contact Information
Cyndi Phipps-Roman
503-569-0066
Mar 17, 2021
Full time
REQ-60673
Close date: 4/4/2021
Salary: $5106 - $7847 monthly
Location: Portland, OR
The Oregon Health Authority (OHA), Public Health Division (PHD), Office of the State Public Health Director (OSPHD), Fiscal and Business Operations Unit in Portland, OR is recruiting for three Budget and Fiscal Analysts, one permanent and two limited duration, to provide budget and financial management for the programs within the Public Health Division. Fiscal and Business Operations works with all Public Health Division programs and other divisions and departments to ensure consistent alignment and effectiveness of resources and business practices and is responsible for the oversight of fiscal and business operations across the Public Health Division.
What will you do? As the Public Health Budget and Fiscal Analyst , you will provide a wide range of fiscal and budget project and information management, coordination, monitoring, and evaluation activities. You must possess thorough knowledge of budgeting and financial processes and will support management and staff through budget development and forecasting, monitoring of actual costs to budget, development and analysis of fiscal policy, and financial planning and reporting. You will make decisions in the budget development process that have significant impact on management/policy decisions. This position requires in-depth knowledge of the programs for which this position has budget responsibility and a working knowledge of other agency programs and budgets.
What's in it for you? The public health division is a team of passionate individuals working to promote health across the lifespan of individuals, families, and communities. We value and support unique perspectives using a trauma-informed approach and aim to reflect these values in our hiring practices, professional development and workplace. We are committed to racial equity as a driving factor to improve health outcomes for all communities that experience inequities.
What are we looking for?
Requested Skills
Minimum qualifications: Six years of progressively responsible experience that included the preparation, analysis, and administration of a budget or fiscal system. Experience must have included modeling and forecasting fiscal information. (A bachelor's degree in business, public or non-profit management, finance, accounting, public policy, political science, public administration or other analytical or technical degree may substitute for three years of the required experience. A graduate-level degree in any of the above areas may substitute for four of the six years.)
Extensive experience in governmental budgeting and finance.
Experience with fiscal management systems.
Experience with budget analysis.
Experience with analyzing legislative bills for fiscal impact.
Experience in federal grant management.
Professional, diplomatic verbal and written communication skills.
Excellent customer service skills.
Proficient in Word and Excel.
Experience promoting a culturally competent and diverse work environment.
How to Apply
To view the announcement and apply, please copy and paste the following link:
https://oregon.wd5.myworkdayjobs.com/en-US/SOR_External_Career_Site/job/Portland--OHA--Oregon-Street/Public-Health-Budget-and-Fiscal-Analyst--Fiscal-Analyst-3----1-permanent-and-2-limited-duration-positions_REQ-60673
Contact Information
Cyndi Phipps-Roman
503-569-0066
ABARTA Coca-Cola Beverages LLC is hiring an Accountant/Business Manager for the Greensburg and Ebensburg area. ABARTA Coca-Cola Beverages LLC is a family-owned business committed to putting people first and serving our customers at the highest level, with excellence and integrity. We consider our employees to be an extension of this time-honored, deeply held commitment. We believe in making a positive impact in the communities where we live and work so you’ll see us giving back and stepping up through sponsorships, volunteer work and supporting community organizations. ABARTA Coca-Cola Beverages, LLC offers a comprehensive benefits package for full-time associates, starting the first of the month, that includes: Medical, Dental, Vision, Prescription drug plans, 401K with a company match, life insurance, EAP, tuition reimbursement, paid vacation and company paid holidays while providing you with job security and the ability to work within your community and ensuring you are home safely every night. We are actively seeking enthusiastic team players who want to work with the worlds most trusted and iconic brands. JOB DUTIES AND RESPONSIBILITIES:
As a key member of the management team, the Manager must ensure compliance with all company policies and procedures while using analytical skills to be a resource to the Distribution Center Management Team and Area Sales Functional Teams.
The Business Manager will provide administrative, financial support services and analysis for the operational and sales teams. They will also ensure accurate and timely internal administration and adherence to proper accounting and reporting procedures.
Supervise administrative staff for the Distribution Center.
Monitor the internal control environment compliance, identify gaps to Functional management teams and to the leader of Financial Operations, and assist in remediation.
Administrative Responsibilities : includes payroll, new hire paperwork, cell phone administration and coordinate all general administrative activities for PSS and Sales teams.
Responsible for monitoring and collaborating with management in the analysis of monthly financial reports. Monitor and control operating expenses with potential savings opportunities. Assist in Accounts Receivable efforts including Sales Center Charge Backs, AR write offs, NSF Checks and support the mail check process for customer refunds; Monitor Pre-settlement and Cashiering activities to ensure timeliness and accuracy, Process A/P invoices in company preferred method. Assist in annual operating budget for the Distribution center and sales.
Complies with all safety policies and procedures. Maintain quality standards.
Local travel may be necessary.
Other duties as assigned.
REQUIREMENTS:
Bachelor’s; finance or management background preferred; five years’ office experience with similar responsibilities; consumer goods experience necessary; or equivalent combination of education and experience
Prior supervisory/management/leadership experience required
Good computer skills; Excel and SAP strongly preferred
Strong mathematical, problem-solving and decision-making skills
Good verbal and written communication skills
Ability to challenge and drive financials
Must be able to work accurately and efficiently in a fast-paced, multi-priority team environment
ABARTA Coca-Cola Beverages, LLC applicants must submit to a background verification process prior to commencing employment with the company. Employment with ABARTA Coca-Cola Beverages, LLC is contingent on a pre-employment background check which may include drug screening, driving records (including minor moving violations) and will be evaluated according to ABARTA Coca-Cola Beverages, LLC guidelines to determine eligibility for this position. ABARTA Coca-Cola Beverages, LLC is an Equal Opportunity Employer Minorites/Women/Veterans/Disable/Sexual Orientation/Gender Identity
Mar 16, 2021
Full time
ABARTA Coca-Cola Beverages LLC is hiring an Accountant/Business Manager for the Greensburg and Ebensburg area. ABARTA Coca-Cola Beverages LLC is a family-owned business committed to putting people first and serving our customers at the highest level, with excellence and integrity. We consider our employees to be an extension of this time-honored, deeply held commitment. We believe in making a positive impact in the communities where we live and work so you’ll see us giving back and stepping up through sponsorships, volunteer work and supporting community organizations. ABARTA Coca-Cola Beverages, LLC offers a comprehensive benefits package for full-time associates, starting the first of the month, that includes: Medical, Dental, Vision, Prescription drug plans, 401K with a company match, life insurance, EAP, tuition reimbursement, paid vacation and company paid holidays while providing you with job security and the ability to work within your community and ensuring you are home safely every night. We are actively seeking enthusiastic team players who want to work with the worlds most trusted and iconic brands. JOB DUTIES AND RESPONSIBILITIES:
As a key member of the management team, the Manager must ensure compliance with all company policies and procedures while using analytical skills to be a resource to the Distribution Center Management Team and Area Sales Functional Teams.
The Business Manager will provide administrative, financial support services and analysis for the operational and sales teams. They will also ensure accurate and timely internal administration and adherence to proper accounting and reporting procedures.
Supervise administrative staff for the Distribution Center.
Monitor the internal control environment compliance, identify gaps to Functional management teams and to the leader of Financial Operations, and assist in remediation.
Administrative Responsibilities : includes payroll, new hire paperwork, cell phone administration and coordinate all general administrative activities for PSS and Sales teams.
Responsible for monitoring and collaborating with management in the analysis of monthly financial reports. Monitor and control operating expenses with potential savings opportunities. Assist in Accounts Receivable efforts including Sales Center Charge Backs, AR write offs, NSF Checks and support the mail check process for customer refunds; Monitor Pre-settlement and Cashiering activities to ensure timeliness and accuracy, Process A/P invoices in company preferred method. Assist in annual operating budget for the Distribution center and sales.
Complies with all safety policies and procedures. Maintain quality standards.
Local travel may be necessary.
Other duties as assigned.
REQUIREMENTS:
Bachelor’s; finance or management background preferred; five years’ office experience with similar responsibilities; consumer goods experience necessary; or equivalent combination of education and experience
Prior supervisory/management/leadership experience required
Good computer skills; Excel and SAP strongly preferred
Strong mathematical, problem-solving and decision-making skills
Good verbal and written communication skills
Ability to challenge and drive financials
Must be able to work accurately and efficiently in a fast-paced, multi-priority team environment
ABARTA Coca-Cola Beverages, LLC applicants must submit to a background verification process prior to commencing employment with the company. Employment with ABARTA Coca-Cola Beverages, LLC is contingent on a pre-employment background check which may include drug screening, driving records (including minor moving violations) and will be evaluated according to ABARTA Coca-Cola Beverages, LLC guidelines to determine eligibility for this position. ABARTA Coca-Cola Beverages, LLC is an Equal Opportunity Employer Minorites/Women/Veterans/Disable/Sexual Orientation/Gender Identity
PeopleTec is currently seeking a Financial Analyst to support our Huntsville, AL location.
-
The candidate will pull Status of Funds from General Fund Enterprise Business System (GFEBS) and other financial databases and reconcile to financial expenditure reports weekly and as needed.
-
Duties Include:
Provide updated reports and brief changes to Lead
Coordinate with performers to receive cost estimates, Statements of Work, and monthly reports
Analyze performer monthly reports, utilize the data for internal reporting, and plan funding increments
Coordinate funding actions with performer POCs and Technical POCs
Coordinate Work Breakdown Structure (WBS) creation/funding
Enter action and required documents in GFEBS
Coordinate approvals and track status
Support the CORs by analyzing monthly contractor reports, facilitating monthly communication, and drafting contract documents as needed such as Technical Directive (TD), Request for Services Contract Approval (RSCA), memos, etc.
Review and obtain approval of Variance requests from Business Management Office (BMO), as needed
Facilitate financial communication and coordination between Command and customers. This includes: drafting, coordinating, and routing assessments waivers as necessary; reviewing funding letters, POCs, etc; drafting, submitting, and regularly updating spend plans, and updating and submitting monthly Obligations and Expenditures report to customers
Help facilitate fiscal year-end close to ensure 100% obligation of expiring funds
Ensure timeliness of actions and coordinate waivers
Update funding history tracking when funds are received and maintain all historical financial records
Assist in drafting financial charts for Command and external reporting
Assist in drafting and staffing agreements. Assist in cost estimating and future funding plans
Participate in various weekly, biweekly, and monthly technical and financial meetings with internal/external customers and performers
-
Required Skills/Experience :
Minimum 2-15 years of direct related experience with DoD financial and budget (GFEBS)
Must have experience in GFEBS and other financial databases for preparation and review of financial reports along with tracking and analysis of financial execution/obligations
Ability to work in a fast-paced environment
Ability to work in a team environment
Must be a dependable self-starter and have good communication (both written and oral) and interpersonal skills
Candidate must be proficient in Microsoft Office including Outlook, Word, PowerPoint, and Excel
Travel: 5%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
-
Education Requirements :
A completed Bachelor's Degree in a related field is required or equivalent.
-
Desired Skills :
Experience in DoD project management, contracts, purchasing, resource management (finance/budget/accounting)
-
People First. Technology Always.
PeopleTec, Inc. is an employee-owned small business founded in Huntsville, AL that provides exceptional customer support by employing and retaining a highly skilled workforce.
Culture: The name "PeopleTec" was deliberately chosen to remind us of our core value system - our people. Our company's foundation was built on placing our employees and customers first. With an award-winning atmosphere, we have matured into a company that boasts the best and brightest across multiple technical fields.
Career: At PeopleTec, we value your long-term goals. Whether it's through our continuing-education opportunities, our robust training programs, or our "People First" benefits package, PeopleTec truly believes that our best investments are our people.
Come Experience It.
#cjpost #dpost
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/1698927-421753
Mar 10, 2021
Full time
PeopleTec is currently seeking a Financial Analyst to support our Huntsville, AL location.
-
The candidate will pull Status of Funds from General Fund Enterprise Business System (GFEBS) and other financial databases and reconcile to financial expenditure reports weekly and as needed.
-
Duties Include:
Provide updated reports and brief changes to Lead
Coordinate with performers to receive cost estimates, Statements of Work, and monthly reports
Analyze performer monthly reports, utilize the data for internal reporting, and plan funding increments
Coordinate funding actions with performer POCs and Technical POCs
Coordinate Work Breakdown Structure (WBS) creation/funding
Enter action and required documents in GFEBS
Coordinate approvals and track status
Support the CORs by analyzing monthly contractor reports, facilitating monthly communication, and drafting contract documents as needed such as Technical Directive (TD), Request for Services Contract Approval (RSCA), memos, etc.
Review and obtain approval of Variance requests from Business Management Office (BMO), as needed
Facilitate financial communication and coordination between Command and customers. This includes: drafting, coordinating, and routing assessments waivers as necessary; reviewing funding letters, POCs, etc; drafting, submitting, and regularly updating spend plans, and updating and submitting monthly Obligations and Expenditures report to customers
Help facilitate fiscal year-end close to ensure 100% obligation of expiring funds
Ensure timeliness of actions and coordinate waivers
Update funding history tracking when funds are received and maintain all historical financial records
Assist in drafting financial charts for Command and external reporting
Assist in drafting and staffing agreements. Assist in cost estimating and future funding plans
Participate in various weekly, biweekly, and monthly technical and financial meetings with internal/external customers and performers
-
Required Skills/Experience :
Minimum 2-15 years of direct related experience with DoD financial and budget (GFEBS)
Must have experience in GFEBS and other financial databases for preparation and review of financial reports along with tracking and analysis of financial execution/obligations
Ability to work in a fast-paced environment
Ability to work in a team environment
Must be a dependable self-starter and have good communication (both written and oral) and interpersonal skills
Candidate must be proficient in Microsoft Office including Outlook, Word, PowerPoint, and Excel
Travel: 5%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
-
Education Requirements :
A completed Bachelor's Degree in a related field is required or equivalent.
-
Desired Skills :
Experience in DoD project management, contracts, purchasing, resource management (finance/budget/accounting)
-
People First. Technology Always.
PeopleTec, Inc. is an employee-owned small business founded in Huntsville, AL that provides exceptional customer support by employing and retaining a highly skilled workforce.
Culture: The name "PeopleTec" was deliberately chosen to remind us of our core value system - our people. Our company's foundation was built on placing our employees and customers first. With an award-winning atmosphere, we have matured into a company that boasts the best and brightest across multiple technical fields.
Career: At PeopleTec, we value your long-term goals. Whether it's through our continuing-education opportunities, our robust training programs, or our "People First" benefits package, PeopleTec truly believes that our best investments are our people.
Come Experience It.
#cjpost #dpost
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/1698927-421753
Washington Adventist University
Takoma Park, MD 20877
Job Title: General Ledger Accountant Department: Accounting Services Reports To: Director of Accounting Prepared By: Office of Human Resources
OVERVIEW OF THE UNIVERSITY Washington Adventist University (WAU) is a Christ-centered institution of higher education that supports a culture of excellence where all feel valued. Nestled in a desirable residential community in Takoma Park, Maryland, WAU offers its faculty and staff an environment where professional expertise is valued and lasting connections between co-workers are formed as we work together to ensure the success of our students. Regardless of title, every employee supports WAU’s vision of producing graduates who bring moral leadership and competence to their communities. SUMMARY Responsible for assisting in preparation of monthly/quarterly/annual schedules supporting Financial Reporting according to the timeline established. ESSENTIAL DUTIES AND RESPONSIBILITIES Includes the following. Other duties may be assigned.
Compiles Routine and non-routine journal entries
Reconciles accounts to Brokerage, Bank, and Revolving Fund Statements
Performs account analysis of all General Ledger Accounts to check compliance with Generally Accepted Accounting Principles
Prepares Operating Statements
Fixed Asset Management
Preparation for period accruals.
Distributes expenditures, encumbrances, receipts, and receivables according to schedules.
Performs statistical analyses to determine trends, estimates, and significant changes, and writes narrative reports explaining findings.
Analyzes financial information detailing assets, liabilities, and capital, and prepares balance sheet, profit and loss statement, and other reports to summarize and interpret current and projected company financial position for other managers.
Audits contracts, orders, and vouchers, and prepares reports to substantiate individual transactions prior to settlement.
Determines proper handling of financial transactions and approves transactions within designated limits.
Monitors compliance with generally accepted accounting principles and company procedures.
Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports.
Makes recommendations regarding the accounting of reserves, assets, and expenditures.
Collects appropriate data and prepares federal, state, and local reports and tax returns.
Supports and affirms a culture of distinctive excellence and exceptional service.
Attends university events and, required meetings (including weekly Convocation)
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES: Received: Receives direct supervision from Director for Accounting Services. Given: None COMPETENCIES To perform the job successfully, an individual should demonstrate the following competencies : Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals. Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Bachelor's degree in Accounting or Finance from four-year college or university. One to two years experience in solid core accounting in major business cycles, preferred. Candidates with an equivalent combination of education and experience will also be considered. CPA preferred. Language Skills: Superior command of English grammar and spelling. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Mathematical and Technology Skills: Ability to read, analyze and interpret financial documents and statistical data using mathematical formulas and tools. Knowledge and proficient use of Microsoft Office Suite, including, Word, Power Point, Excel, Outlook and Datatel . Ability to learn new software applications Reasoning Ability: Ability to deal with a variety of office situations. Applies logical or scientific methods to a wide range of intellectual and practical problems. 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee will frequently be called upon and must be able to work long hours under stressful conditions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Title VII Exception Notice Washington Adventist University is a religiously qualified Equal Opportunity Employer under Title VII of the Civil Rights Act. As such the University has the legal right to prefer a member of the Seventh-day Adventist ("SDA") Church in its hiring process. In the event that a qualified SDA candidate is not identified, the University will give the opportunity to candidates who must understand and respect the mission, purpose, and identity of Washington Adventist University as a condition of their employment.
Mar 03, 2021
Full time
Job Title: General Ledger Accountant Department: Accounting Services Reports To: Director of Accounting Prepared By: Office of Human Resources
OVERVIEW OF THE UNIVERSITY Washington Adventist University (WAU) is a Christ-centered institution of higher education that supports a culture of excellence where all feel valued. Nestled in a desirable residential community in Takoma Park, Maryland, WAU offers its faculty and staff an environment where professional expertise is valued and lasting connections between co-workers are formed as we work together to ensure the success of our students. Regardless of title, every employee supports WAU’s vision of producing graduates who bring moral leadership and competence to their communities. SUMMARY Responsible for assisting in preparation of monthly/quarterly/annual schedules supporting Financial Reporting according to the timeline established. ESSENTIAL DUTIES AND RESPONSIBILITIES Includes the following. Other duties may be assigned.
Compiles Routine and non-routine journal entries
Reconciles accounts to Brokerage, Bank, and Revolving Fund Statements
Performs account analysis of all General Ledger Accounts to check compliance with Generally Accepted Accounting Principles
Prepares Operating Statements
Fixed Asset Management
Preparation for period accruals.
Distributes expenditures, encumbrances, receipts, and receivables according to schedules.
Performs statistical analyses to determine trends, estimates, and significant changes, and writes narrative reports explaining findings.
Analyzes financial information detailing assets, liabilities, and capital, and prepares balance sheet, profit and loss statement, and other reports to summarize and interpret current and projected company financial position for other managers.
Audits contracts, orders, and vouchers, and prepares reports to substantiate individual transactions prior to settlement.
Determines proper handling of financial transactions and approves transactions within designated limits.
Monitors compliance with generally accepted accounting principles and company procedures.
Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports.
Makes recommendations regarding the accounting of reserves, assets, and expenditures.
Collects appropriate data and prepares federal, state, and local reports and tax returns.
Supports and affirms a culture of distinctive excellence and exceptional service.
Attends university events and, required meetings (including weekly Convocation)
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES: Received: Receives direct supervision from Director for Accounting Services. Given: None COMPETENCIES To perform the job successfully, an individual should demonstrate the following competencies : Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals. Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Bachelor's degree in Accounting or Finance from four-year college or university. One to two years experience in solid core accounting in major business cycles, preferred. Candidates with an equivalent combination of education and experience will also be considered. CPA preferred. Language Skills: Superior command of English grammar and spelling. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Mathematical and Technology Skills: Ability to read, analyze and interpret financial documents and statistical data using mathematical formulas and tools. Knowledge and proficient use of Microsoft Office Suite, including, Word, Power Point, Excel, Outlook and Datatel . Ability to learn new software applications Reasoning Ability: Ability to deal with a variety of office situations. Applies logical or scientific methods to a wide range of intellectual and practical problems. 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee will frequently be called upon and must be able to work long hours under stressful conditions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Title VII Exception Notice Washington Adventist University is a religiously qualified Equal Opportunity Employer under Title VII of the Civil Rights Act. As such the University has the legal right to prefer a member of the Seventh-day Adventist ("SDA") Church in its hiring process. In the event that a qualified SDA candidate is not identified, the University will give the opportunity to candidates who must understand and respect the mission, purpose, and identity of Washington Adventist University as a condition of their employment.
Company Overview:
Choate Investment Advisors (ChoateIA) is a registered investment advisor providing investment management advice to our clients and the trustees of our client families. ChoateIA seeks to deliver sustainable and attractive long-term investment results. We currently advise on $5.7 billion (as of January 2021) for our client families, and help design wealth strategies for billions more.
In an environment where our competitors increasingly look, act and think alike, ChoateIA is also built differently. ChoateIA is affiliated with Choate, Hall & Stewart, LLP, a law firm with an internationally recognized wealth management practice. ChoateIA’s investment expertise, working in collaboration with the law firm’s wealth management services, allows our group to deliver a fully-integrated family office for generations of families. ChoateIA balances risk and reward through sophisticated asset allocation modeling, selecting what we believe to be best-in-class investment vehicles and seeking to maximize long-term after-tax returns across a broad range of diversified asset classes. Our open architecture model provides access to best‐in‐class asset managers and securities. Our independent analysis allows us to be objective and to provide clients with unbiased evaluation and advice. The group brings the same approach to our clients’ existing and illiquid assets.
Job Summary & Functions:
ChoateIA offers clients independence, integration and institutional quality client service. As an Analyst you will work with our portfolio managers to source new ideas, conduct fundamental analysis and assist in the development and delivery of recommendations. In addition, you will help to monitor existing portfolio positions and assess their outlook.
You will also support the firm’s overall research effort. Accordingly, you will develop research materials, conduct attribution analysis, assimilate economic data and prepare reports used in our research process. This requires assimilating a wide variety of data, and encompasses strategic positioning, asset allocation and macroeconomic research. While no two days will look the same, primary duties and responsibilities include but are not limited to:
Developing and maintaining spreadsheets and screens related to managers, and portfolios
Working closely with investment team to identify potential position changes within strategy guidelines and investment process
Providing support to all members of investment team
Providing input in response to Portfolio Manager requests
Writing rationales for purchases and sales
Attending manager meetings and reporting back
Providing trading support as needed
Producing marketing materials in conjunction with team
On occasion, modeling company financials and apply applicable valuation metrics
Ability to work as part of a team and take instruction from team members
Ability to work independently and exercise sound judgment
Ability to solve problems, prioritize work, provide sound advice, and meet deadlines in a sometimes-demanding work environment.
Excellent oral and written communication skills
Strong organizational skills and detail orientation
Open-minded, flexible, and willing to listen to other people’s opinions
Interpersonal skills necessary to effectively communicate in person and over the phone with a variety of individuals at a variety of levels
Qualifications:
Bachelor’s Degree is required.
2-5 years of experience in the investment field
Demonstrated interest and aptitude in investment research
Team player than can join us in the growth of our research team to deliver outstanding performance to our clients
Strong quantitative skills
Proficient in Microsoft Office applications
Knowledge of investment applications a plus
Physical Requirements:
Must have minimal physical mobility. Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds.
Must have the ability to operate equipment such as a computer and copy machine.
Must have the ability to communicate clearly and to read and follow detailed instructions.
Must have the ability to prepare assorted documents and other related materials.
Must have the ability to work in stressful conditions under time deadlines.
Mar 01, 2021
Full time
Company Overview:
Choate Investment Advisors (ChoateIA) is a registered investment advisor providing investment management advice to our clients and the trustees of our client families. ChoateIA seeks to deliver sustainable and attractive long-term investment results. We currently advise on $5.7 billion (as of January 2021) for our client families, and help design wealth strategies for billions more.
In an environment where our competitors increasingly look, act and think alike, ChoateIA is also built differently. ChoateIA is affiliated with Choate, Hall & Stewart, LLP, a law firm with an internationally recognized wealth management practice. ChoateIA’s investment expertise, working in collaboration with the law firm’s wealth management services, allows our group to deliver a fully-integrated family office for generations of families. ChoateIA balances risk and reward through sophisticated asset allocation modeling, selecting what we believe to be best-in-class investment vehicles and seeking to maximize long-term after-tax returns across a broad range of diversified asset classes. Our open architecture model provides access to best‐in‐class asset managers and securities. Our independent analysis allows us to be objective and to provide clients with unbiased evaluation and advice. The group brings the same approach to our clients’ existing and illiquid assets.
Job Summary & Functions:
ChoateIA offers clients independence, integration and institutional quality client service. As an Analyst you will work with our portfolio managers to source new ideas, conduct fundamental analysis and assist in the development and delivery of recommendations. In addition, you will help to monitor existing portfolio positions and assess their outlook.
You will also support the firm’s overall research effort. Accordingly, you will develop research materials, conduct attribution analysis, assimilate economic data and prepare reports used in our research process. This requires assimilating a wide variety of data, and encompasses strategic positioning, asset allocation and macroeconomic research. While no two days will look the same, primary duties and responsibilities include but are not limited to:
Developing and maintaining spreadsheets and screens related to managers, and portfolios
Working closely with investment team to identify potential position changes within strategy guidelines and investment process
Providing support to all members of investment team
Providing input in response to Portfolio Manager requests
Writing rationales for purchases and sales
Attending manager meetings and reporting back
Providing trading support as needed
Producing marketing materials in conjunction with team
On occasion, modeling company financials and apply applicable valuation metrics
Ability to work as part of a team and take instruction from team members
Ability to work independently and exercise sound judgment
Ability to solve problems, prioritize work, provide sound advice, and meet deadlines in a sometimes-demanding work environment.
Excellent oral and written communication skills
Strong organizational skills and detail orientation
Open-minded, flexible, and willing to listen to other people’s opinions
Interpersonal skills necessary to effectively communicate in person and over the phone with a variety of individuals at a variety of levels
Qualifications:
Bachelor’s Degree is required.
2-5 years of experience in the investment field
Demonstrated interest and aptitude in investment research
Team player than can join us in the growth of our research team to deliver outstanding performance to our clients
Strong quantitative skills
Proficient in Microsoft Office applications
Knowledge of investment applications a plus
Physical Requirements:
Must have minimal physical mobility. Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds.
Must have the ability to operate equipment such as a computer and copy machine.
Must have the ability to communicate clearly and to read and follow detailed instructions.
Must have the ability to prepare assorted documents and other related materials.
Must have the ability to work in stressful conditions under time deadlines.
Company Overview:
Choate Investment Advisors (ChoateIA) is a registered investment advisor providing investment management advice to our clients and the trustees of our client families. ChoateIA seeks to deliver sustainable and attractive long-term investment results. We currently advise on $5.7 billion (as of January 2021) for our client families, and help design wealth strategies for billions more.
In an environment where our competitors increasingly look, act and think alike, ChoateIA is also built differently. ChoateIA is affiliated with Choate, Hall & Stewart, LLP, a law firm with an internationally recognized wealth management practice. ChoateIA’s investment expertise, working in collaboration with the law firm’s wealth management services, allows our group to deliver a fully-integrated family office for generations of families. ChoateIA balances risk and reward through sophisticated asset allocation modeling, selecting what we believe to be best-in-class investment vehicles and seeking to maximize long-term after-tax returns across a broad range of diversified asset classes. Our open architecture model provides access to best‐in‐class asset managers and securities. Our independent analysis allows us to be objective and to provide clients with unbiased evaluation and advice. The group brings the same approach to our clients’ existing and illiquid assets.
Job Summary & Functions:
ChoateIA offers clients independence, integration and institutional quality client service. As an Analyst you will work with our portfolio managers to provide exceptional client service. The position requires an ability to think outside the box, as no two clients are the same. This role requires a high level of attention to detail, the flexibility to work in structured and unstructured environments as well as an understanding of investment portfolios and financial planning. While no two days will look the same, primary duties and responsibilities include but are not limited to:
Maintaining and helping execute client project plans
Aiding portfolio managers with client communications
Aiding in the creation of customized client presentations
Proof reading client materials to ensure that all materials are properly formatted and error free
Ad-hoc client projects
Provide trading support as needed
Produce investment materials in conjunction with team
A successful candidate will have the:
Interest in and general knowledge of investments, key industry terms and broad financial concepts
Ability to work as part of a team and take instruction from team members
Ability to work independently and exercise sound judgment
Ability to ask for help
Exceptionally detail oriented and well organized, with the ability to effectively multi‐task and prioritize a large workload with professionalism
Ability and desire to solve problems
Excellent oral and written communication skills
Open-minded, flexible, and willing to listen to other people’s opinions
Strong analytical skills, with the ability to maintain databases and update financial data
Qualifications:
Bachelor’s Degree is required
2-5 years of experience in the investment field
Demonstrated interest and aptitude in client service
Proficient in Microsoft Office applications, with experience using PowerPoint and Excel in a work environment
Ability to multi‐task and adapt to changing priorities with limited oversight
Physical Requirements:
Must have minimal physical mobility. Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds.
Must have the ability to operate equipment such as a computer and copy machine.
Must have the ability to communicate clearly and to read and follow detailed instructions.
Must have the ability to prepare assorted documents and other related materials.
Must have the ability to work in stressful conditions under time deadlines.
Mar 01, 2021
Full time
Company Overview:
Choate Investment Advisors (ChoateIA) is a registered investment advisor providing investment management advice to our clients and the trustees of our client families. ChoateIA seeks to deliver sustainable and attractive long-term investment results. We currently advise on $5.7 billion (as of January 2021) for our client families, and help design wealth strategies for billions more.
In an environment where our competitors increasingly look, act and think alike, ChoateIA is also built differently. ChoateIA is affiliated with Choate, Hall & Stewart, LLP, a law firm with an internationally recognized wealth management practice. ChoateIA’s investment expertise, working in collaboration with the law firm’s wealth management services, allows our group to deliver a fully-integrated family office for generations of families. ChoateIA balances risk and reward through sophisticated asset allocation modeling, selecting what we believe to be best-in-class investment vehicles and seeking to maximize long-term after-tax returns across a broad range of diversified asset classes. Our open architecture model provides access to best‐in‐class asset managers and securities. Our independent analysis allows us to be objective and to provide clients with unbiased evaluation and advice. The group brings the same approach to our clients’ existing and illiquid assets.
Job Summary & Functions:
ChoateIA offers clients independence, integration and institutional quality client service. As an Analyst you will work with our portfolio managers to provide exceptional client service. The position requires an ability to think outside the box, as no two clients are the same. This role requires a high level of attention to detail, the flexibility to work in structured and unstructured environments as well as an understanding of investment portfolios and financial planning. While no two days will look the same, primary duties and responsibilities include but are not limited to:
Maintaining and helping execute client project plans
Aiding portfolio managers with client communications
Aiding in the creation of customized client presentations
Proof reading client materials to ensure that all materials are properly formatted and error free
Ad-hoc client projects
Provide trading support as needed
Produce investment materials in conjunction with team
A successful candidate will have the:
Interest in and general knowledge of investments, key industry terms and broad financial concepts
Ability to work as part of a team and take instruction from team members
Ability to work independently and exercise sound judgment
Ability to ask for help
Exceptionally detail oriented and well organized, with the ability to effectively multi‐task and prioritize a large workload with professionalism
Ability and desire to solve problems
Excellent oral and written communication skills
Open-minded, flexible, and willing to listen to other people’s opinions
Strong analytical skills, with the ability to maintain databases and update financial data
Qualifications:
Bachelor’s Degree is required
2-5 years of experience in the investment field
Demonstrated interest and aptitude in client service
Proficient in Microsoft Office applications, with experience using PowerPoint and Excel in a work environment
Ability to multi‐task and adapt to changing priorities with limited oversight
Physical Requirements:
Must have minimal physical mobility. Position may occasionally require standing, walking, reaching, and lifting up to 15 pounds.
Must have the ability to operate equipment such as a computer and copy machine.
Must have the ability to communicate clearly and to read and follow detailed instructions.
Must have the ability to prepare assorted documents and other related materials.
Must have the ability to work in stressful conditions under time deadlines.
Harvard University
Cambridge, Massachusetts, United States, 02138
Job Summary Manage finance, accounting, and budget or other functional operations such as accounts payable or receivable, payroll, procurement, capital projects, endowment funding, or sponsored/non-sponsored research. Job Code F0857M Financial Admin Ops Mgt III Job-Specific Responsibilities Working closely with the Assistant Director of Finance the Financial Operations Manager will directly supervise and oversee the accounts payable team and activities for effective staff management, training and workflow and performance management. In addition, this role will be expected to perform ad hoc financial analysis and reporting across a range of financial support activities including asset management and capital spending reviews reporting to both the Senior Director of Financial Administration & Planning, and the Associate Dean of Finance. Specific responsibilities include: Accounts Payable Management:
Responsible for effective staff management, including hiring and orientation, training and development, workflow and performance management, and the promotion of an inclusive and innovative work environment
Manage Accounts Payable operations, conduct internal and external audits, and triage problems and provide resolution for AP, Cash Management, Travel and non-employee reimbursements per University guidance.
Assistance to Faculty, Staff and Students Related to Financial Policies, Reporting and Processing:
Serve as a resource for departments on transactional inquires by providing financial and technical assistance to staff/faculty and/or students on various financial issues, including the interpretation of University policies and guidelines
Provide periodic ad-hoc report production and review of designated faculty core spending accounts
Transactional Processing and Review:
Managing the review, ensure financial compliance with University policies and procedures and approval of spending against unrestricted fund resources via B2P for purchases and non-employee reimbursements, ICQs, student and temp hires Processing of intra- and inter-tub accounting & journal entries
General reports for those who have limited security reporting access. Managing departmental recharges (rent, postage, MFD and other) ensuring quarterly accruals in accordance to internal controls and financial reporting.
Monthly Audit, Reconciliation Reporting and Compliance:
Commitments & Escheat reporting and review
Petty Cash Fund audits
Unreviewed PCard transactions
Monthly Asset Reconciliations
Financial Analysis:
Preparation of financial reports and analyses as requested in support of departmental/school activities and as aids to planning and decision making.
Special (ad hoc) analyses/projects for upper management to help inform decision making
Basic Qualifications
Bachelor's degree or equivalent work experience required
Minimum of 5 years' relevant work experience
Please Note once Harvard resumes regular operations this position will no longer be remote and work will be performed on campus in Cambridge MA. EEO Statement We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law. Apply Here
PI130968255
Feb 25, 2021
Full time
Job Summary Manage finance, accounting, and budget or other functional operations such as accounts payable or receivable, payroll, procurement, capital projects, endowment funding, or sponsored/non-sponsored research. Job Code F0857M Financial Admin Ops Mgt III Job-Specific Responsibilities Working closely with the Assistant Director of Finance the Financial Operations Manager will directly supervise and oversee the accounts payable team and activities for effective staff management, training and workflow and performance management. In addition, this role will be expected to perform ad hoc financial analysis and reporting across a range of financial support activities including asset management and capital spending reviews reporting to both the Senior Director of Financial Administration & Planning, and the Associate Dean of Finance. Specific responsibilities include: Accounts Payable Management:
Responsible for effective staff management, including hiring and orientation, training and development, workflow and performance management, and the promotion of an inclusive and innovative work environment
Manage Accounts Payable operations, conduct internal and external audits, and triage problems and provide resolution for AP, Cash Management, Travel and non-employee reimbursements per University guidance.
Assistance to Faculty, Staff and Students Related to Financial Policies, Reporting and Processing:
Serve as a resource for departments on transactional inquires by providing financial and technical assistance to staff/faculty and/or students on various financial issues, including the interpretation of University policies and guidelines
Provide periodic ad-hoc report production and review of designated faculty core spending accounts
Transactional Processing and Review:
Managing the review, ensure financial compliance with University policies and procedures and approval of spending against unrestricted fund resources via B2P for purchases and non-employee reimbursements, ICQs, student and temp hires Processing of intra- and inter-tub accounting & journal entries
General reports for those who have limited security reporting access. Managing departmental recharges (rent, postage, MFD and other) ensuring quarterly accruals in accordance to internal controls and financial reporting.
Monthly Audit, Reconciliation Reporting and Compliance:
Commitments & Escheat reporting and review
Petty Cash Fund audits
Unreviewed PCard transactions
Monthly Asset Reconciliations
Financial Analysis:
Preparation of financial reports and analyses as requested in support of departmental/school activities and as aids to planning and decision making.
Special (ad hoc) analyses/projects for upper management to help inform decision making
Basic Qualifications
Bachelor's degree or equivalent work experience required
Minimum of 5 years' relevant work experience
Please Note once Harvard resumes regular operations this position will no longer be remote and work will be performed on campus in Cambridge MA. EEO Statement We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law. Apply Here
PI130968255
Elon University is currently seeking a Director of Budget and Cash Management. Oversight responsibility for cash management and forecasting, bank reconciliations, grant accounting and reporting. Responsible for Office of Management and Budget (OMB) compliance, budget compilation, reporting, maintenance and comparison to annual operating results. Oversees and implements financial system updates and process improvement and automation. Bachelor’s degree in accounting or related field required with 8 -10 years of direct experience. Master’s degree preferred. CPA also preferred. The successful candidate will possess a high level of proficiency and expertise with Microsoft Office, Word and Excel; advanced proficiency in designing, developing and maintaining complex spreadsheets using software such as Microsoft Excel; and the ability to present information in a clear and concise manner to management. Experience with Ellucian Colleague or other Enterprise Resource Management system highly desired. For more information and to apply for the position, please visit https://elon.peopleadmin.com/postings/7510 . Elon University is an equal employment opportunity employer committed to a diverse faculty, staff and student body and welcomes all applicants.
Elon University has built a national reputation as the premier student-centered liberal arts university that values strong relationships between students and their faculty and staff mentors. Elon's 6,700 students prepare to become the ethical leaders the world needs, putting their knowledge into action on campus, in the community and around the globe. Elon is known for academic excellence across the curriculum, and for experiential learning programs in study abroad, undergraduate research, leadership, interfaith dialogue, civic engagement and community service. Elon is ranked the nation's #1 master's-level university for study abroad and is a top-producer of Fulbright Student Scholars and Peace Corps volunteers. U.S. News & World Report recognizes Elon more than any other university in the nation for academic programs that "Focus on Student Success." More than 425 full-time faculty members teach in six academic units: Elon College, the College of Arts and Sciences; the Martha and Spencer Love School of Business; the School of Communications; the School of Education; the School of Health Sciences; and the School of Law. Elon's four-year graduation rate of 78 percent ranks in the top 10 percent of U.S. private universities. The student-faculty ratio is 12-1, and the average class size is 20. The university's 636-acre residential campus in the Town of Elon, N.C., is consistently recognized as one of the nation's finest environments for learning. The Elon Phoenix NCAA Division I athletic program is a member of the Colonial Athletic Association
Feb 15, 2021
Full time
Elon University is currently seeking a Director of Budget and Cash Management. Oversight responsibility for cash management and forecasting, bank reconciliations, grant accounting and reporting. Responsible for Office of Management and Budget (OMB) compliance, budget compilation, reporting, maintenance and comparison to annual operating results. Oversees and implements financial system updates and process improvement and automation. Bachelor’s degree in accounting or related field required with 8 -10 years of direct experience. Master’s degree preferred. CPA also preferred. The successful candidate will possess a high level of proficiency and expertise with Microsoft Office, Word and Excel; advanced proficiency in designing, developing and maintaining complex spreadsheets using software such as Microsoft Excel; and the ability to present information in a clear and concise manner to management. Experience with Ellucian Colleague or other Enterprise Resource Management system highly desired. For more information and to apply for the position, please visit https://elon.peopleadmin.com/postings/7510 . Elon University is an equal employment opportunity employer committed to a diverse faculty, staff and student body and welcomes all applicants.
Elon University has built a national reputation as the premier student-centered liberal arts university that values strong relationships between students and their faculty and staff mentors. Elon's 6,700 students prepare to become the ethical leaders the world needs, putting their knowledge into action on campus, in the community and around the globe. Elon is known for academic excellence across the curriculum, and for experiential learning programs in study abroad, undergraduate research, leadership, interfaith dialogue, civic engagement and community service. Elon is ranked the nation's #1 master's-level university for study abroad and is a top-producer of Fulbright Student Scholars and Peace Corps volunteers. U.S. News & World Report recognizes Elon more than any other university in the nation for academic programs that "Focus on Student Success." More than 425 full-time faculty members teach in six academic units: Elon College, the College of Arts and Sciences; the Martha and Spencer Love School of Business; the School of Communications; the School of Education; the School of Health Sciences; and the School of Law. Elon's four-year graduation rate of 78 percent ranks in the top 10 percent of U.S. private universities. The student-faculty ratio is 12-1, and the average class size is 20. The university's 636-acre residential campus in the Town of Elon, N.C., is consistently recognized as one of the nation's finest environments for learning. The Elon Phoenix NCAA Division I athletic program is a member of the Colonial Athletic Association
Recently recognized by Forbes as one of the Top 10 Best Places to Work in Sports, The Aspire Group is a global sport and entertainment marketing firm that created the outsourced Ticket Marketing, Sales and Service niche, revolutionizing the world of sport and in particular United States Intercollegiate Athletics.
The Business Analyst will be responsible for managing data flows and systems that drive company-wide reporting and analyses. The Business Analyst will develop and maintain reporting systems to support strategic and financial initiatives across the entire fan relationship management center (FRMC) business. The dashboards developed by the Business Analyst will inform decision-making on a variety of subjects including ticketing, sales, contract profitability, customer segmentation, and marketing strategies. Key to this role is improving existing data flows, applying new data tracking systems, and working with leaders to make dashboard reporting more accessible and useful.
Feb 11, 2021
Full time
Recently recognized by Forbes as one of the Top 10 Best Places to Work in Sports, The Aspire Group is a global sport and entertainment marketing firm that created the outsourced Ticket Marketing, Sales and Service niche, revolutionizing the world of sport and in particular United States Intercollegiate Athletics.
The Business Analyst will be responsible for managing data flows and systems that drive company-wide reporting and analyses. The Business Analyst will develop and maintain reporting systems to support strategic and financial initiatives across the entire fan relationship management center (FRMC) business. The dashboards developed by the Business Analyst will inform decision-making on a variety of subjects including ticketing, sales, contract profitability, customer segmentation, and marketing strategies. Key to this role is improving existing data flows, applying new data tracking systems, and working with leaders to make dashboard reporting more accessible and useful.
PeopleTec is currently seeking a Sr. Program Analyst (GFEBS/Budget/Financial) to support our Huntsville, AL location.
The candidate will pull Status of Funds from General Fund Enterprise Business System (GFEBS) and other financial databases and reconcile to checkbook and expenditures report weekly and as needed.
Duties Include:
Provide updated reports and brief changes to Lead
Coordinate with performers to receive cost estimates, Statements of Work, and monthly reports
Analyze performer monthly reports, utilize the data for internal reporting, and plan funding increments
Coordinate funding actions with performer POCs, Technical POCs, and G-8
Draft FRS and route for signatures
Coordinate Work Breakdown Structure (WBS) creation/funding
Enter action and required documents in GFEBS
Coordinate approvals and track status
Support the CORs by analyzing monthly contractor reports, facilitating monthly communication, and drafting contract documents as needed such as Technical Directive (TD), Request for Services Contract Approval (RSCA), memos, etc.
Track government salary expenditures. Draft and submit biweekly MTTs
Review and obtain approval of Variance requests from Business Management Office BMO
Review and obtain approval for government cell phone charges as needed with BMO
Facilitate financial communication and coordination between Command and customers. This includes: drafting, coordinating, and routing assessments waivers as necessary; reviewing funding letters, POCs, etc; drafting, submitting, and regularly updating spend plans to customers or in Knowledge Management Support Tool (KMST); updating and submitting monthly Obligations and Expenditures report to customers
Facilitate fiscal year-end close to ensure 100% obligation of expiring funds
Ensure timeliness of actions and coordinate waivers
Update funding history tracking when funds are received and maintain all historical financial records
Assist in drafting financial charts for Command and external reporting
Assist in drafting and staffing agreements. Assist in cost estimating and future funding plans
Participate in various weekly, biweekly, and monthly technical and financial meetings with internal/external customers and performers
Respond to various requests such as Contracts Sync
Developing, coordinating, and staffing agreements such as Support Agreements (DD 1144), Memoranda of Understanding (MOU), and Memoranda of Agreement (MOA) needed in the funds/resource receipt and execution processes
Required Skills/Experience:
Minimum 3-10 years of direct related experience with DoD financial and budget (GFEBS)
Must have experience in GFEBS and other financial databases for preparation and review of financial reports along with tracking and analysis of financial execution/obligations
Ability to work in a fast-paced environment
Ability to work in a team environment
Must be a dependable self-starter and have good communication (both written and oral) and interpersonal skills
Candidate must be proficient in Microsoft Office Outlook, Word, PowerPoint, and Excel
Travel: 10%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
Education Requirements:
A completed Bachelor's Degree in a related field is required.
Desired Skills :
Experience in DoD program/project management, contracts, purchasing, resource management (finance/budget/accounting)
People First. Technology Always.
PeopleTec, Inc. is an employee-owned small business founded in Huntsville, AL that provides exceptional customer support by employing and retaining a highly skilled workforce.
Culture: The name "PeopleTec" was deliberately chosen to remind us of our core value system - our people. Our company's foundation was built on placing our employees and customers first. With an award-winning atmosphere, we have matured into a company that boasts the best and brightest across multiple technical fields.
Career: At PeopleTec, we value your long-term goals. Whether it's through our continuing-education opportunities, our robust training programs, or our "People First" benefits package, PeopleTec truly believes that our best investments are our people.
Come Experience It.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/1665119-421753
Feb 08, 2021
Full time
PeopleTec is currently seeking a Sr. Program Analyst (GFEBS/Budget/Financial) to support our Huntsville, AL location.
The candidate will pull Status of Funds from General Fund Enterprise Business System (GFEBS) and other financial databases and reconcile to checkbook and expenditures report weekly and as needed.
Duties Include:
Provide updated reports and brief changes to Lead
Coordinate with performers to receive cost estimates, Statements of Work, and monthly reports
Analyze performer monthly reports, utilize the data for internal reporting, and plan funding increments
Coordinate funding actions with performer POCs, Technical POCs, and G-8
Draft FRS and route for signatures
Coordinate Work Breakdown Structure (WBS) creation/funding
Enter action and required documents in GFEBS
Coordinate approvals and track status
Support the CORs by analyzing monthly contractor reports, facilitating monthly communication, and drafting contract documents as needed such as Technical Directive (TD), Request for Services Contract Approval (RSCA), memos, etc.
Track government salary expenditures. Draft and submit biweekly MTTs
Review and obtain approval of Variance requests from Business Management Office BMO
Review and obtain approval for government cell phone charges as needed with BMO
Facilitate financial communication and coordination between Command and customers. This includes: drafting, coordinating, and routing assessments waivers as necessary; reviewing funding letters, POCs, etc; drafting, submitting, and regularly updating spend plans to customers or in Knowledge Management Support Tool (KMST); updating and submitting monthly Obligations and Expenditures report to customers
Facilitate fiscal year-end close to ensure 100% obligation of expiring funds
Ensure timeliness of actions and coordinate waivers
Update funding history tracking when funds are received and maintain all historical financial records
Assist in drafting financial charts for Command and external reporting
Assist in drafting and staffing agreements. Assist in cost estimating and future funding plans
Participate in various weekly, biweekly, and monthly technical and financial meetings with internal/external customers and performers
Respond to various requests such as Contracts Sync
Developing, coordinating, and staffing agreements such as Support Agreements (DD 1144), Memoranda of Understanding (MOU), and Memoranda of Agreement (MOA) needed in the funds/resource receipt and execution processes
Required Skills/Experience:
Minimum 3-10 years of direct related experience with DoD financial and budget (GFEBS)
Must have experience in GFEBS and other financial databases for preparation and review of financial reports along with tracking and analysis of financial execution/obligations
Ability to work in a fast-paced environment
Ability to work in a team environment
Must be a dependable self-starter and have good communication (both written and oral) and interpersonal skills
Candidate must be proficient in Microsoft Office Outlook, Word, PowerPoint, and Excel
Travel: 10%
Must be a U.S. Citizen
An active DoD Secret clearance is required to perform this work. Candidates are required to have an active Secret clearance upon hire, and the ability to maintain this level of clearance during their employment.
Education Requirements:
A completed Bachelor's Degree in a related field is required.
Desired Skills :
Experience in DoD program/project management, contracts, purchasing, resource management (finance/budget/accounting)
People First. Technology Always.
PeopleTec, Inc. is an employee-owned small business founded in Huntsville, AL that provides exceptional customer support by employing and retaining a highly skilled workforce.
Culture: The name "PeopleTec" was deliberately chosen to remind us of our core value system - our people. Our company's foundation was built on placing our employees and customers first. With an award-winning atmosphere, we have matured into a company that boasts the best and brightest across multiple technical fields.
Career: At PeopleTec, we value your long-term goals. Whether it's through our continuing-education opportunities, our robust training programs, or our "People First" benefits package, PeopleTec truly believes that our best investments are our people.
Come Experience It.
EOE/Minorities/Females/Veterans/Disabled
PeopleTec, Inc. is an Equal Employment Opportunity employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in its job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the following email address, HR@peopletec.com and/or phone number (256.319.3800) to contact us about your interest in employment with PeopleTec, Inc.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, citizenship, ancestry, marital status, protected veteran status, disability status or any other status protected by federal, state, or local law. PeopleTec, Inc. participates in E-Verify.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://www.applicantpro.com/j/1665119-421753
Tulsa, OK, US
Req ID: 59311
Job Location: Tulsa, OK Tulsa OK
Areas of Interest: Professional
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Summary
If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!
About the Role
You will be responsible for leading one to three strategic process improvement initiatives at any given time, driving improvements with measurable, sustainable results. You will work alongside project teams, stakeholders, and executive sponsors (direct reports to the CEO) to ensure project progress and success. Your position is critical in enabling teams throughout the organization to work more efficiently by improving and streamlining processes.
What You Can Expect
You will get a birds-eye view of how the entire organization fits together and have the ability to build relationships with individuals across the Company. You will utilize your process improvement experience and apply your Lean Six Sigma knowledge to each project. You will consult with project sponsors to clearly define the problem to be solved, measure and analyze data, and implement the best solutions. You will ensure change initiatives are communicated effectively to all stakeholders.
Team Culture
We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.
How You'll Spend Your Time
You will train and coach project teams on business process improvement methodologies.
You will identify opportunities for additional project engagements within BOKF.
You will facilitate project team sessions and build and maintain effective relationships within the project team.
You will prepare project deliverables and communication pieces for complex change initiatives.
We'd Like to Talk to You
ANALYTICAL THINKING: You approach a problem logically, systematically, and sequentially.
BUILDING A HIGH PERFORMING TEAM: You're able to listen, collaborate, respond, coach, and provide constructive feedback; keeping your team engaged is necessary for high achievement.
CHANGE LEADER: You'll focus on innovation and thought leadership to improve the Company's effectiveness and help others become change agents.
DETAIL ORIENTED: Follow-up/follow-through and accuracy are crucial to ensure a smooth process for all parties involved.
SOLID COMMUNICATOR: You use exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients.
PROBLEM SOLVER: You track and solve complex problems in a variety of situations and function effectively in rapidly changing or uncertain conditions.
COLLABORATION: You enjoy working in teams and across departments with proficiency in follow-up and follow-through.
Education & Experience Requirements
This level of knowledge is normally acquired through a Bachelor’s degree in Industrial Engineering, Business Administration, Management Information Systems, or related professional work experience and at least five years’ experience in a process improvement role or 10+ years of equivalent work-related experience.
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career! Apply today and take the first step towards your next career opportunity! BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.
TOP 3 REASONS TO APPLY
Investing in our talent and building a great workplace is a top priority for us.
Empowered employees
Award-winning culture
Community commitment
ABOUT BOK FINANCIAL
BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma. We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities. FACTS:
5,100 employees
28 years of financial profitability
$79+ billion assets under management and administration
$5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998
Nearest Major Market: Tulsa Nearest Secondary Market: Oklahoma Job Segment: Business Process, Bank, Banking, Lean Six Sigma, Information Systems, Management, Finance, Technology
Feb 01, 2021
Full time
Tulsa, OK, US
Req ID: 59311
Job Location: Tulsa, OK Tulsa OK
Areas of Interest: Professional
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Summary
If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!
About the Role
You will be responsible for leading one to three strategic process improvement initiatives at any given time, driving improvements with measurable, sustainable results. You will work alongside project teams, stakeholders, and executive sponsors (direct reports to the CEO) to ensure project progress and success. Your position is critical in enabling teams throughout the organization to work more efficiently by improving and streamlining processes.
What You Can Expect
You will get a birds-eye view of how the entire organization fits together and have the ability to build relationships with individuals across the Company. You will utilize your process improvement experience and apply your Lean Six Sigma knowledge to each project. You will consult with project sponsors to clearly define the problem to be solved, measure and analyze data, and implement the best solutions. You will ensure change initiatives are communicated effectively to all stakeholders.
Team Culture
We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth.
How You'll Spend Your Time
You will train and coach project teams on business process improvement methodologies.
You will identify opportunities for additional project engagements within BOKF.
You will facilitate project team sessions and build and maintain effective relationships within the project team.
You will prepare project deliverables and communication pieces for complex change initiatives.
We'd Like to Talk to You
ANALYTICAL THINKING: You approach a problem logically, systematically, and sequentially.
BUILDING A HIGH PERFORMING TEAM: You're able to listen, collaborate, respond, coach, and provide constructive feedback; keeping your team engaged is necessary for high achievement.
CHANGE LEADER: You'll focus on innovation and thought leadership to improve the Company's effectiveness and help others become change agents.
DETAIL ORIENTED: Follow-up/follow-through and accuracy are crucial to ensure a smooth process for all parties involved.
SOLID COMMUNICATOR: You use exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients.
PROBLEM SOLVER: You track and solve complex problems in a variety of situations and function effectively in rapidly changing or uncertain conditions.
COLLABORATION: You enjoy working in teams and across departments with proficiency in follow-up and follow-through.
Education & Experience Requirements
This level of knowledge is normally acquired through a Bachelor’s degree in Industrial Engineering, Business Administration, Management Information Systems, or related professional work experience and at least five years’ experience in a process improvement role or 10+ years of equivalent work-related experience.
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career! Apply today and take the first step towards your next career opportunity! BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.
TOP 3 REASONS TO APPLY
Investing in our talent and building a great workplace is a top priority for us.
Empowered employees
Award-winning culture
Community commitment
ABOUT BOK FINANCIAL
BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma. We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities. FACTS:
5,100 employees
28 years of financial profitability
$79+ billion assets under management and administration
$5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998
Nearest Major Market: Tulsa Nearest Secondary Market: Oklahoma Job Segment: Business Process, Bank, Banking, Lean Six Sigma, Information Systems, Management, Finance, Technology
REQ-54220
Close date: 12/17/2020
Salary: $4441 to $6794 monthly
Location: Portland, Oregon
The Oregon Health Authority (OHA), Public Health Division (PHD), Acute and Communicable Disease Prevention (ACDP) Section is recruiting for a Fiscal Analyst to provide fiscal oversight and technical expertise to the managers and contractors in the ACDP Section. The ACDP Section works with local health departments, other states and the Centers for Disease Control and Prevention (CDC) to prevent and control communicable diseases and outbreaks of acute diseases in Oregon. What will you do? As the Acute and Communicable Disease Prevention Fiscal Analyst , you will develop, coordinate and analyze grant budgets; coordinate fiscal operations; and award and monitor contracts in collaboration with program and section managers. You will coordinate and monitor fiscal, grant, and contract management systems for the section; ensure alignment with agency, division, and center expectations; and work daily with program managers to meet program needs and administrative budgetary data requirements. In this role, you will be expected to learn and maintain awareness of program policy changes that may impact grants and contracts. Additionally, you will evaluate fiscal operations and recommend solutions for any identified gaps. What's in it for you? The public health division is a team of passionate individuals working to promote health across the lifespan of individuals, families, and communities. We value and support unique perspectives using a trauma-informed approach and aim to reflect these values in our hiring practices, professional development and workplace. We are committed to racial equity as a driving factor to improve health outcomes for all communities that experience inequities.
We offer full medical, vision and dental benefits with paid sick leave, vacation, personal leave and 10 paid holidays per year plus pension and retirement plans . If you are a skilled fiscal analyst with grant and contract experience, apply today.
What are we looking for? Requested Skills
Minimum requirements: Five years of progressively responsible professional level experience that included the preparation, analysis, and administration of a budget or fiscal system; OR five years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. (NOTE: A bachelor’s degree in business administration, public administration, finance or accounting may be substituted for two years of the professional level experience.)
Extensive experience with financial systems and software.
Experience managing grants and contracts.
Experience querying complex databases to extract data needed to build financial reports and documentation.
Extensive experience in Excel in order to track, compile, analyze and forecast statistical and financial information.
Experience analyzing complex financial issues, recognizing problems and discrepancies, determining recommendations, and providing clear and accurate feedback to management staff.
Knowledge of principles and practices of governmental accounting, finance and budgeting.
Education and/or extensive experience in business management or accounting principles.
Experience communicating orally and in written form.
Experience communicating technical information verbally and visually to diverse audiences.
Must demonstrate professional and positive demeanor in all interactions.
Experience promoting a culturally competent and diverse work environment.
How to Apply
To view the announcement and apply, please visit the following link:
https://oregon.wd5.myworkdayjobs.com/en-US/SOR_External_Career_Site/job/Portland--OHA--Oregon-Street/Fiscal-Analyst--Acute-and-Communicable-Disease--Fiscal-Analyst-2-_REQ-54220
Contact Information
Cyndi Phipps-Roman
503-569-0066
Dec 10, 2020
Full time
REQ-54220
Close date: 12/17/2020
Salary: $4441 to $6794 monthly
Location: Portland, Oregon
The Oregon Health Authority (OHA), Public Health Division (PHD), Acute and Communicable Disease Prevention (ACDP) Section is recruiting for a Fiscal Analyst to provide fiscal oversight and technical expertise to the managers and contractors in the ACDP Section. The ACDP Section works with local health departments, other states and the Centers for Disease Control and Prevention (CDC) to prevent and control communicable diseases and outbreaks of acute diseases in Oregon. What will you do? As the Acute and Communicable Disease Prevention Fiscal Analyst , you will develop, coordinate and analyze grant budgets; coordinate fiscal operations; and award and monitor contracts in collaboration with program and section managers. You will coordinate and monitor fiscal, grant, and contract management systems for the section; ensure alignment with agency, division, and center expectations; and work daily with program managers to meet program needs and administrative budgetary data requirements. In this role, you will be expected to learn and maintain awareness of program policy changes that may impact grants and contracts. Additionally, you will evaluate fiscal operations and recommend solutions for any identified gaps. What's in it for you? The public health division is a team of passionate individuals working to promote health across the lifespan of individuals, families, and communities. We value and support unique perspectives using a trauma-informed approach and aim to reflect these values in our hiring practices, professional development and workplace. We are committed to racial equity as a driving factor to improve health outcomes for all communities that experience inequities.
We offer full medical, vision and dental benefits with paid sick leave, vacation, personal leave and 10 paid holidays per year plus pension and retirement plans . If you are a skilled fiscal analyst with grant and contract experience, apply today.
What are we looking for? Requested Skills
Minimum requirements: Five years of progressively responsible professional level experience that included the preparation, analysis, and administration of a budget or fiscal system; OR five years of professional-level experience in accounting, fiscal auditing, management or program analysis. Experience must have included modeling, forecasting and analyzing fiscal information. (NOTE: A bachelor’s degree in business administration, public administration, finance or accounting may be substituted for two years of the professional level experience.)
Extensive experience with financial systems and software.
Experience managing grants and contracts.
Experience querying complex databases to extract data needed to build financial reports and documentation.
Extensive experience in Excel in order to track, compile, analyze and forecast statistical and financial information.
Experience analyzing complex financial issues, recognizing problems and discrepancies, determining recommendations, and providing clear and accurate feedback to management staff.
Knowledge of principles and practices of governmental accounting, finance and budgeting.
Education and/or extensive experience in business management or accounting principles.
Experience communicating orally and in written form.
Experience communicating technical information verbally and visually to diverse audiences.
Must demonstrate professional and positive demeanor in all interactions.
Experience promoting a culturally competent and diverse work environment.
How to Apply
To view the announcement and apply, please visit the following link:
https://oregon.wd5.myworkdayjobs.com/en-US/SOR_External_Career_Site/job/Portland--OHA--Oregon-Street/Fiscal-Analyst--Acute-and-Communicable-Disease--Fiscal-Analyst-2-_REQ-54220
Contact Information
Cyndi Phipps-Roman
503-569-0066
of Wisconsin Job Description : Finance Director Reports to : Executive Director Salary : $95,000-125,000 (annually) Start Date : January 2021 About the Democratic Party of Wisconsin: The DPW is nationally recognized as one of the country’s highest-performing and most pivotal political organizations. In the 2021-22 cycle, DPW will drive a massive program to re-elect Governor Tony Evers, defeat Ron Johnson in order to ensure a Democratic US Senate majority, elect candidates up and down the ballot in spring and fall elections alike, and advocate on policy issues. DPW’s work—grounded in inclusion, respect, and empowerment across race, gender, other dimensions of identity, and the rural/suburban/urban divide—continues year-round, working with partners to build a movement that delivers meaningful change for all Wisconsinites. We seek outstanding candidates who share our values and vision to join our team, help win elections, and build a future where everyone can thrive. The Opportunity: As the Finance Director, you will be responsible for creating, leading, and directing the fundraising efforts for the party. You will help establish and execute the ‘21-‘22 cycle fundraising plan, hiring and leading a team of staff and consultants. You will maintain and build relationships with major donors and surrogates, both in state and national. You will oversee and convene the Finance Committee. You will maintain and improve a system of calltime management and coaching for the Chair and other Party leaders. You will build a close working relationship with the Digital team and as they execute grassroots fundraising events and other digital fundraising activities. You will develop a program to advise and train candidates for local office on finance best practices. As a member of the senior staff team, you will be a valued voice in strategic discussions, the overall owner of finance strategy for the party, and you will work closely with the Chair and Executive Director. Job Responsibilities:
Manage the Finance Department, including strategic planning, budgeting, hiring, and project management.
Own the design and implementation of a comprehensive finance plan, working in close partnership with the Chair, ED, and Digital Director as your primary consultants.
Coordinate with the Operations team to monitor compliance and appropriately solicit, track, and report campaign finance contributions and expenditures.
Oversee in state and national fundraising operation, including travel, donor targeting, and events
Manage the direct mail program, and act as advisor and partner to the Digital Director in executing the digital fundraising operations.
Manage all finance consultants (PAC, Labor, Major Donor, etc)
Ensure that the fundraising work of DPW embodies the values of the party and is grounded in diversity, equity, and inclusion.
Qualifications (Required)
Growth Mindset - ability to take and implement feedback.
Relentlessly Goal Oriented - enjoys working toward and achieving ambitious goals.
Cultural Competency - able to build relationships and collaborate with colleagues, voters, and volunteers across lines of identity difference.
Keeps Calm in Stressful Situations -- has the capacity and willingness to work long hours during peak season, rolling up their sleeves and getting the work done.
Demonstrably excellent track record of crafting and executing ambitious campaign finance plans
Strong understanding of campaign finance law
Experience hiring and managing a racially diverse team of fundraising, campaign, and/or political professionals to successfully meet ambitious goals.
Qualifications (Preferred)
Election cycle experience in a senior finance role
Connections with Wisconsin donor base
Benefits : Great benefits including; health care, dental, vision, life insurance, short term and long-term disability, cell phone stipend, mileage reimbursement, generous annual vacation time, sick days, 401K match, and holiday time off. Equity and Inclusion: The Democratic Party of Wisconsin has a vision for a deeply inclusive and diverse party organization, membership, and electorate. In order to be successful in this role, the candidate must have the cultural competence to successfully work with a diverse group of constituency groups. We especially strongly encourage applicants with close ties to Black, Latinx, Muslim, Indigenous, non-English-speaking, disability, and LGBTQ communities to apply. The Democratic Party of Wisconsin is an Equal Opportunity Employer.
Dec 09, 2020
Full time
of Wisconsin Job Description : Finance Director Reports to : Executive Director Salary : $95,000-125,000 (annually) Start Date : January 2021 About the Democratic Party of Wisconsin: The DPW is nationally recognized as one of the country’s highest-performing and most pivotal political organizations. In the 2021-22 cycle, DPW will drive a massive program to re-elect Governor Tony Evers, defeat Ron Johnson in order to ensure a Democratic US Senate majority, elect candidates up and down the ballot in spring and fall elections alike, and advocate on policy issues. DPW’s work—grounded in inclusion, respect, and empowerment across race, gender, other dimensions of identity, and the rural/suburban/urban divide—continues year-round, working with partners to build a movement that delivers meaningful change for all Wisconsinites. We seek outstanding candidates who share our values and vision to join our team, help win elections, and build a future where everyone can thrive. The Opportunity: As the Finance Director, you will be responsible for creating, leading, and directing the fundraising efforts for the party. You will help establish and execute the ‘21-‘22 cycle fundraising plan, hiring and leading a team of staff and consultants. You will maintain and build relationships with major donors and surrogates, both in state and national. You will oversee and convene the Finance Committee. You will maintain and improve a system of calltime management and coaching for the Chair and other Party leaders. You will build a close working relationship with the Digital team and as they execute grassroots fundraising events and other digital fundraising activities. You will develop a program to advise and train candidates for local office on finance best practices. As a member of the senior staff team, you will be a valued voice in strategic discussions, the overall owner of finance strategy for the party, and you will work closely with the Chair and Executive Director. Job Responsibilities:
Manage the Finance Department, including strategic planning, budgeting, hiring, and project management.
Own the design and implementation of a comprehensive finance plan, working in close partnership with the Chair, ED, and Digital Director as your primary consultants.
Coordinate with the Operations team to monitor compliance and appropriately solicit, track, and report campaign finance contributions and expenditures.
Oversee in state and national fundraising operation, including travel, donor targeting, and events
Manage the direct mail program, and act as advisor and partner to the Digital Director in executing the digital fundraising operations.
Manage all finance consultants (PAC, Labor, Major Donor, etc)
Ensure that the fundraising work of DPW embodies the values of the party and is grounded in diversity, equity, and inclusion.
Qualifications (Required)
Growth Mindset - ability to take and implement feedback.
Relentlessly Goal Oriented - enjoys working toward and achieving ambitious goals.
Cultural Competency - able to build relationships and collaborate with colleagues, voters, and volunteers across lines of identity difference.
Keeps Calm in Stressful Situations -- has the capacity and willingness to work long hours during peak season, rolling up their sleeves and getting the work done.
Demonstrably excellent track record of crafting and executing ambitious campaign finance plans
Strong understanding of campaign finance law
Experience hiring and managing a racially diverse team of fundraising, campaign, and/or political professionals to successfully meet ambitious goals.
Qualifications (Preferred)
Election cycle experience in a senior finance role
Connections with Wisconsin donor base
Benefits : Great benefits including; health care, dental, vision, life insurance, short term and long-term disability, cell phone stipend, mileage reimbursement, generous annual vacation time, sick days, 401K match, and holiday time off. Equity and Inclusion: The Democratic Party of Wisconsin has a vision for a deeply inclusive and diverse party organization, membership, and electorate. In order to be successful in this role, the candidate must have the cultural competence to successfully work with a diverse group of constituency groups. We especially strongly encourage applicants with close ties to Black, Latinx, Muslim, Indigenous, non-English-speaking, disability, and LGBTQ communities to apply. The Democratic Party of Wisconsin is an Equal Opportunity Employer.
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Ftwilliam.com is a part of Wolters Kluwer Legal and Regulatory, a leading global provider of intelligent information and electronic solutions in key specialty areas for legal and business compliance professionals. In an increasingly dynamic world, Wolters Kluwer Legal and Regulatory connects legal and business communities with timely, specialized expertise and information-enabled solutions to support customers’ success through productivity, accuracy and mobility.
Wolters Kluwer is now looking for a Field Sales Executive to join our ftwilliam.com business! This is a remote field sales opportunity that can be based anywhere in the United States.
The primary responsibility of the Field Sales Executive (FSE) is to represent and drive strategic growth of ftwilliam.com software products and services in the Institution space. This includes following a specified sales process that includes working with a Sales Engineer and selling solutions and services directly to end users virtually and via face-to-face contact. The (FSE) will work within named accounts and target new business in large Enterprise and upper middle market organizations. Additionally, the (FSE) will be involved in managing a complex, multi-layered sales cycle from start to finish; assisting management in devising direct sales plans and strategies; and operating under minimal supervision with wide latitude for independent judgment.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Sell and expand ftwilliam.com software products within a named account base made up of primarily Institutions and companies in the large Enterprise and upper end of the middle market.
Develop a strong understanding of the retirement plan market, our customers, and their daily workflows.
Prospect and develop new business in both existing accounts as well as new accounts.
Proactively study and learn products and competitive landscape.
Maintain and update information in Salesforce.com including activities, demos, and pipeline management.
Develop relationships with major players in each of the large metro markets.
Submit timely reports as requested by the Sales Manager and/or Executive Management.
Contribute ideas and best practices to other members of the sales team.
Provide fast and thorough follow-up on inquiries from customers and prospects by phone or email.
Work closely with Customer Service and Billing/Collections teams to resolve billing/service issues that could affect the renewal of a subscription.
Support team, Business Unit, and corporate goals and objectives.
Attend National and Local ASPPA and NIPA tradeshows to provide booth coverage as needed. This includes learning and executing our Trade Show processes.
Perform various ad hoc duties as requested by Sales Manager
JOB QUALIFICATIONS
Minimum Experience: BA/BS degree or equivalent relevant experience
5+ years of over-quota sales experience in the Retirement/Pension or Employee Benefits industry
2+ years of Enterprise sales experience
Excellent verbal and written communication skills
Excellent organization, planning and presentation skills
Strong time management skills
Proficiency with Microsoft Office Suite (PowerPoint, Outlook, Excel, Word and Teams)
Proficiency with Salesforce.com or other comparable CRM application
Preferred Experience:
Prior software/SaaS sales experience
Core Competency Requirements:
Motivated self-starter
Strong sales ability with long and complex sales cycles
Detail-oriented with strong analytical, time management and problem-solving skills
Ability to work well in a team
Ability to develop deep relationships with customers and prospects
Strong customer service skills
Enthusiasm and eagerness to learn
Consulting mentality—extracting insights from very complex and/or limited information to make a recommendation to stakeholders
Demonstrated ability to take initiative, be proactive, think independently, and anticipate needs related to future work
Demonstrated capacity to learn and apply skills and knowledge to unique and varied situations
Highly responsive and resourceful
Positive ‘can do’ attitude and approach to problem solving
Innovative mindset--willingness to try creative and different ways of meeting sales goals
Ability to clearly communicate concepts, research findings, issues analysis, project/evaluation results, and data interpretations
TRAVEL
15-20% annually
*This is a remote, work from home position*
Nov 30, 2020
Full time
Ftwilliam.com, A Wolters Kluwer company, offers modern, cloud-based employee benefits and pension software including state of the art benefits documents, forms and compliance systems for benefits and pension professionals. Since 2010, ftwilliam.com has sustained continued growth by adding new products and unique tools that help our customers increase their efficiency including ftwPortal Pro, ftwProposal Pro and ftwPro Amend. In addition to our comprehensive platform--our partner network of attorneys, actuaries and members of other professional and technical disciplines assist our customers with specialized matters.
Ftwilliam.com is a part of Wolters Kluwer Legal and Regulatory, a leading global provider of intelligent information and electronic solutions in key specialty areas for legal and business compliance professionals. In an increasingly dynamic world, Wolters Kluwer Legal and Regulatory connects legal and business communities with timely, specialized expertise and information-enabled solutions to support customers’ success through productivity, accuracy and mobility.
Wolters Kluwer is now looking for a Field Sales Executive to join our ftwilliam.com business! This is a remote field sales opportunity that can be based anywhere in the United States.
The primary responsibility of the Field Sales Executive (FSE) is to represent and drive strategic growth of ftwilliam.com software products and services in the Institution space. This includes following a specified sales process that includes working with a Sales Engineer and selling solutions and services directly to end users virtually and via face-to-face contact. The (FSE) will work within named accounts and target new business in large Enterprise and upper middle market organizations. Additionally, the (FSE) will be involved in managing a complex, multi-layered sales cycle from start to finish; assisting management in devising direct sales plans and strategies; and operating under minimal supervision with wide latitude for independent judgment.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Sell and expand ftwilliam.com software products within a named account base made up of primarily Institutions and companies in the large Enterprise and upper end of the middle market.
Develop a strong understanding of the retirement plan market, our customers, and their daily workflows.
Prospect and develop new business in both existing accounts as well as new accounts.
Proactively study and learn products and competitive landscape.
Maintain and update information in Salesforce.com including activities, demos, and pipeline management.
Develop relationships with major players in each of the large metro markets.
Submit timely reports as requested by the Sales Manager and/or Executive Management.
Contribute ideas and best practices to other members of the sales team.
Provide fast and thorough follow-up on inquiries from customers and prospects by phone or email.
Work closely with Customer Service and Billing/Collections teams to resolve billing/service issues that could affect the renewal of a subscription.
Support team, Business Unit, and corporate goals and objectives.
Attend National and Local ASPPA and NIPA tradeshows to provide booth coverage as needed. This includes learning and executing our Trade Show processes.
Perform various ad hoc duties as requested by Sales Manager
JOB QUALIFICATIONS
Minimum Experience: BA/BS degree or equivalent relevant experience
5+ years of over-quota sales experience in the Retirement/Pension or Employee Benefits industry
2+ years of Enterprise sales experience
Excellent verbal and written communication skills
Excellent organization, planning and presentation skills
Strong time management skills
Proficiency with Microsoft Office Suite (PowerPoint, Outlook, Excel, Word and Teams)
Proficiency with Salesforce.com or other comparable CRM application
Preferred Experience:
Prior software/SaaS sales experience
Core Competency Requirements:
Motivated self-starter
Strong sales ability with long and complex sales cycles
Detail-oriented with strong analytical, time management and problem-solving skills
Ability to work well in a team
Ability to develop deep relationships with customers and prospects
Strong customer service skills
Enthusiasm and eagerness to learn
Consulting mentality—extracting insights from very complex and/or limited information to make a recommendation to stakeholders
Demonstrated ability to take initiative, be proactive, think independently, and anticipate needs related to future work
Demonstrated capacity to learn and apply skills and knowledge to unique and varied situations
Highly responsive and resourceful
Positive ‘can do’ attitude and approach to problem solving
Innovative mindset--willingness to try creative and different ways of meeting sales goals
Ability to clearly communicate concepts, research findings, issues analysis, project/evaluation results, and data interpretations
TRAVEL
15-20% annually
*This is a remote, work from home position*
Reports to: Director, Budget Planning and Forecasting
Staff reporting to this position: None
Department: Finance
Position classification: Exempt, full time
Summary
American Progress is seeking a Budget Analyst to help manage the financial planning and operations of the organization’s portfolio of programs and projects. The Budget Analyst will join a hardworking team of professionals on the Budget Planning and Forecasting team who strive to provide timely, reliable, and valuable business operations support and expertise to the organization. As a member of the team, the Budget Analyst will collaborate with internal and external customers to play an active role in the overall financial success and operational efficiency of American Progress.
Responsibilities:
Program financial management
Provide budgetary and planning support to program and project managers.
Use American Progress internal business applications in conjunction with Microsoft Excel to proactively provide in-depth analyses to forecast project and program costs, develop staffing plans, and provide various financial reports, including actual and projected costs.
Proactively monitor and prepare routine financial analyses of projects to compare plans vs. actuals to ensure the data are in alignment with program projections, identify any potential risks—such as to funding or period of performance—and propose reallocation of funds and reclass expenses when necessary.
Review, analyze, and assist in the development of staffing projections and work in conjunction with program managers, project managers, and group leadership to identify gaps required to meet program or project needs.
Actively engage with American Progress’ leadership, keeping them abreast of potential concerns, risks, and competing priorities.
Assist the Budget Planning and Forecast team in preparing organizationwide deliverables such as quarterly forecasts, midyear budgets, and annual budgets for review by senior finance and executive leadership for presentation to the board of directors for approval.
Respond to financial data calls—recurring and ad hoc.
Proposal budgeting and preparation
Lead financial proposal development in response to requests for proposals and letters of intent.
Work with program managers, project managers, and development leads to assess solicitation requirements; assist in the development and review narratives of scopes of work; identify resource requirements such as labor, supplies, travel, and contracts; and develop cost proposals.
Prepare financial narratives and use information from the internal accounting ERP system to report financials in support of contractual requirements and per the request of customers and program managers.
Partner with program managers and the Development team on project planning in order to forecast spending that will support the execution of agreed upon milestones and deliverables.
Follow the grant cycle from proposal to closeout, ensuring compliance and financial strategies are executed throughout, including by keeping grant files up to date with all pertaining support documentation.
Quality assurance and business-related functions
Perform quality reviews of business support requirements, including proposals, cost impacts, deficit spending, precontract authorization requests, hiring, and other financial and program-related documents.
Enter, manage, and maintain internal information systems, ensuring all department, program, project, and grant data are complete and updated as needed—including in ERP, Concur, Salesforce, and other systems.
Prepare routine and complex journal entries and make time adjustments as needed to assist the monthly close process.
Engage and collaborate with all levels and groups of staff and field requests, responding to queries related to the assigned portfolio.
Seek new innovations to enhance quality, customer service, business processes, quality review meetings, and responses to data calls.
Requirements and qualifications:
Bachelor’s degree or equivalent experience in a business area such as accounting, business administration, finance, economics, or other relevant field.
At least two years of relevant experience in the areas of financial and cost analysis, management control, and/or proposal preparation.
Comfortable working with a team in a fast-paced environment and meeting multiple tight deadlines.
Highly skilled in Microsoft Excel.
Strong verbal and written communication skills.
Proven ability as a self-starter with a high level of initiative, critical thinking, and ability to communicate effectively with internal and external customers.
Active listener with a strong work ethic and a positive, can-do attitude.
Preferred
Previous experience working with an ERP accounting system such as Sage, Oracle, or SAP, with a preference for Unanet.
Working knowledge of data visualization software such as Power BI, Tableau, or another analytics software.
Ability to develop briefing materials and graphical presentations, as well as ability to make formal oral presentations of these materials to all levels of staff.
Experience working with senior staff and providing guidance and training.
Knowledgeable of the project management process.
American Progress offers full and competitive benefit packages. Candidates from diverse backgrounds are strongly encouraged to apply.
Nov 30, 2020
Full time
Reports to: Director, Budget Planning and Forecasting
Staff reporting to this position: None
Department: Finance
Position classification: Exempt, full time
Summary
American Progress is seeking a Budget Analyst to help manage the financial planning and operations of the organization’s portfolio of programs and projects. The Budget Analyst will join a hardworking team of professionals on the Budget Planning and Forecasting team who strive to provide timely, reliable, and valuable business operations support and expertise to the organization. As a member of the team, the Budget Analyst will collaborate with internal and external customers to play an active role in the overall financial success and operational efficiency of American Progress.
Responsibilities:
Program financial management
Provide budgetary and planning support to program and project managers.
Use American Progress internal business applications in conjunction with Microsoft Excel to proactively provide in-depth analyses to forecast project and program costs, develop staffing plans, and provide various financial reports, including actual and projected costs.
Proactively monitor and prepare routine financial analyses of projects to compare plans vs. actuals to ensure the data are in alignment with program projections, identify any potential risks—such as to funding or period of performance—and propose reallocation of funds and reclass expenses when necessary.
Review, analyze, and assist in the development of staffing projections and work in conjunction with program managers, project managers, and group leadership to identify gaps required to meet program or project needs.
Actively engage with American Progress’ leadership, keeping them abreast of potential concerns, risks, and competing priorities.
Assist the Budget Planning and Forecast team in preparing organizationwide deliverables such as quarterly forecasts, midyear budgets, and annual budgets for review by senior finance and executive leadership for presentation to the board of directors for approval.
Respond to financial data calls—recurring and ad hoc.
Proposal budgeting and preparation
Lead financial proposal development in response to requests for proposals and letters of intent.
Work with program managers, project managers, and development leads to assess solicitation requirements; assist in the development and review narratives of scopes of work; identify resource requirements such as labor, supplies, travel, and contracts; and develop cost proposals.
Prepare financial narratives and use information from the internal accounting ERP system to report financials in support of contractual requirements and per the request of customers and program managers.
Partner with program managers and the Development team on project planning in order to forecast spending that will support the execution of agreed upon milestones and deliverables.
Follow the grant cycle from proposal to closeout, ensuring compliance and financial strategies are executed throughout, including by keeping grant files up to date with all pertaining support documentation.
Quality assurance and business-related functions
Perform quality reviews of business support requirements, including proposals, cost impacts, deficit spending, precontract authorization requests, hiring, and other financial and program-related documents.
Enter, manage, and maintain internal information systems, ensuring all department, program, project, and grant data are complete and updated as needed—including in ERP, Concur, Salesforce, and other systems.
Prepare routine and complex journal entries and make time adjustments as needed to assist the monthly close process.
Engage and collaborate with all levels and groups of staff and field requests, responding to queries related to the assigned portfolio.
Seek new innovations to enhance quality, customer service, business processes, quality review meetings, and responses to data calls.
Requirements and qualifications:
Bachelor’s degree or equivalent experience in a business area such as accounting, business administration, finance, economics, or other relevant field.
At least two years of relevant experience in the areas of financial and cost analysis, management control, and/or proposal preparation.
Comfortable working with a team in a fast-paced environment and meeting multiple tight deadlines.
Highly skilled in Microsoft Excel.
Strong verbal and written communication skills.
Proven ability as a self-starter with a high level of initiative, critical thinking, and ability to communicate effectively with internal and external customers.
Active listener with a strong work ethic and a positive, can-do attitude.
Preferred
Previous experience working with an ERP accounting system such as Sage, Oracle, or SAP, with a preference for Unanet.
Working knowledge of data visualization software such as Power BI, Tableau, or another analytics software.
Ability to develop briefing materials and graphical presentations, as well as ability to make formal oral presentations of these materials to all levels of staff.
Experience working with senior staff and providing guidance and training.
Knowledgeable of the project management process.
American Progress offers full and competitive benefit packages. Candidates from diverse backgrounds are strongly encouraged to apply.
PA Coalition Against Domestic Violence
State College, PA, USA 16801
Do you have a passion for social justice and improving systems' responses to victims of domestic violence? Are you someone who is invested in our vision that domestic violence can and must come to an end for the next generation? The Pennsylvania Coalition Against Domestic Violence (PCADV) is dedicated to reducing, preventing, and educating the community about domestic violence. We are currently seeking a Program Fiscal Reporting Specialist to assist in the management of the life cycle of new and existing grants.
The Program Fiscal Reporting Specialist assists the CFO in managing the sub-recipients involved with Department of Human Services (DHS) funding by preparing required federal/ state financial invoices or reports, keeping the CFO aware of any concerns related to the management of the DHS or sub-recipients' agreement and working closely with auditors during fieldwork regarding issues of compliance for DHS agreement and sub-recipients' agreements
Duties may include:
Maintaining finance department's finance program files, includes maintaining a detailed list of all current program including reporting due dates.
Manage agreements including requests for proposals, assistance in preparation of agreements and enforcing agreement terms.
Review and analyze budgets and revision materials in relation to DHS agreement.
Monitor sub-recipient spending and audit processes in line with engagement letters and contracts
Providing technical assistance to programs including, but not limited to, budget development, invoicing, appropriate federal and state regulations, and audit process.
To be considered for this role, at least minimum of eight (8) years related experience, one year should be in non-profit accounting with multi-stream accounting; a bachelor's degree in accounting is a plus. An equivalent combination of education and experience may also be considered.
Additionally, the following are required:
The ability to take data from multiple sources to compile and analyze
Demonstrated Above Average understanding of Excel
Demonstrated ability to follow strict rules of confidentiality
Excellent problem solving and critical thinking skills
Ability to travel through the Commonwealth of PA
This is a fast-paced, multi-faceted position that offers the exciting opportunity to support and guide a dynamic, mission-driven organization as a member of the PCADV's team. PCADV offers very competitive salaries and an excellent benefits package.
We are an Equal Opportunity Employer.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://pcadvjobs.prevueaps.com/jobs/149585-62348.html
Nov 25, 2020
Full time
Do you have a passion for social justice and improving systems' responses to victims of domestic violence? Are you someone who is invested in our vision that domestic violence can and must come to an end for the next generation? The Pennsylvania Coalition Against Domestic Violence (PCADV) is dedicated to reducing, preventing, and educating the community about domestic violence. We are currently seeking a Program Fiscal Reporting Specialist to assist in the management of the life cycle of new and existing grants.
The Program Fiscal Reporting Specialist assists the CFO in managing the sub-recipients involved with Department of Human Services (DHS) funding by preparing required federal/ state financial invoices or reports, keeping the CFO aware of any concerns related to the management of the DHS or sub-recipients' agreement and working closely with auditors during fieldwork regarding issues of compliance for DHS agreement and sub-recipients' agreements
Duties may include:
Maintaining finance department's finance program files, includes maintaining a detailed list of all current program including reporting due dates.
Manage agreements including requests for proposals, assistance in preparation of agreements and enforcing agreement terms.
Review and analyze budgets and revision materials in relation to DHS agreement.
Monitor sub-recipient spending and audit processes in line with engagement letters and contracts
Providing technical assistance to programs including, but not limited to, budget development, invoicing, appropriate federal and state regulations, and audit process.
To be considered for this role, at least minimum of eight (8) years related experience, one year should be in non-profit accounting with multi-stream accounting; a bachelor's degree in accounting is a plus. An equivalent combination of education and experience may also be considered.
Additionally, the following are required:
The ability to take data from multiple sources to compile and analyze
Demonstrated Above Average understanding of Excel
Demonstrated ability to follow strict rules of confidentiality
Excellent problem solving and critical thinking skills
Ability to travel through the Commonwealth of PA
This is a fast-paced, multi-faceted position that offers the exciting opportunity to support and guide a dynamic, mission-driven organization as a member of the PCADV's team. PCADV offers very competitive salaries and an excellent benefits package.
We are an Equal Opportunity Employer.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://pcadvjobs.prevueaps.com/jobs/149585-62348.html
POINTBANK
TELLER
Promote, market, and facilitate the overall sale of products of the bank. Contribute to the bank's growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service.
REPORTING RELATIONSHIP AND SCOPE
This position reports directly to the Head Teller and Branch Manager.
This position reports indirectly to the Teller Operations Manager and the EVP Chief Sales & Service Officer.
FLSA STATUS
This position is classified as Non-Exempt under the FLSA.
OVERVIEW:
The purpose of this position is to:
Provide prompt, efficient, and friendly service in processing customers' transactions.
Identify and take advantage of opportunities to promote and refer bank products and services to satisfy customers' financial needs and goals.
Follow the established policies and procedures for this position, as directed by the manager.
ESSENTIAL JOB FUNCTIONS:
Process commercial and consumer transactions (such as account deposits/withdrawals, cashing checks, loan payments, etc) following established policies, procedures and customer service standards, using computerized platform and teller programs.
Follow established policies and procedures (such as verifying all transaction elements for authenticity or fraud, placing holds, etc.), using computerized platform and teller programs when necessary, to ensure work is completed correctly and in compliance with regulations.
Responsible for processing proof, balancing coin machines and DYNA machines* (*where applicable)
Responsible for sales, cross-sales and referrals of bank products and services, or any other sales or marketing campaigns or initiatives, to new and existing customers to meet individual and branch goals, and overall bank goals and objectives.
Know procedures for and maintain compliance with banking regulations and reporting requirements (such as BSA, Reg CC, Privacy, CTRs, etc).
Keep cash secure and maintain a high level of safety and security for the bank. Maintain proper levels of cash in cash drawer. Balance cash drawer daily. Order/sell cash as necessary. Scan and balance proof.
Respond to customer questions or problems in a quick, courteous and friendly manner, taking advantage of any sales or referral opportunities.
Know procedures for opening/closing branch.
Know procedures for robbery/emergency response.
Know procedures for researching and locating outages, thereby limiting violations of the Teller Outage Policy.
Compliance with all company policies and procedures.
Attend all meetings and complete all training required to ensure regulatory compliance.
Comply with all applicable Federal and State regulations and guidance associated with the performance of your job function.
Comply with all applicable BSA/AML/OFAC policies and procedures associated with the performance of your job function, including participation in required training and identifications of suspicious activity.
Responsible for making suggestions to improve branch/departmental operations and overall bank.
Accept periodic cross-training, works in other branches if needed.
Assist with the professional appearance of the inside and outside of the Branch. Report to the Facilities Manager of any maintenance, landscaping, or housekeeping needs.
Perform other duties and assignments within the bank at Management's request.
EQUIPMENT USE, PHYSICAL & MENTAL DEMANDS, AND WORKING CONDITIONS
Frequency: (R) Rarely 0-15%; (O) Occasionally (16-45%); (F) Frequently (46-100%)
EQUIPMENT USE
Telephones-F
Copier/Fax Machine-F
Computer-F
Coin Machine-F
Cash Dispensing Machine-F
Bill Counter-F
Teller Drawer/Tower-F
Drive-thru Tubes/Commercial Lane Drawer-F
ATMs-O
PHYSICAL & MENTAL DEMANDS
Light to Medium work-Exerting up to 50 pounds of force occasionally, and/or up to 10 pounds of force frequently to lift, carry, push, pull or otherwise move objects, including the human body.
Stooping/Crouching-O
Standing/Walking-F
Sitting-R
Pushing/Pulling/Lifting-O
Fingering/Grasping-F
Repetitive Motions-F
Talking/Hearing-F
Reading/Writing-F
Close Visual Acuity-worker is required to perform such tasks as preparing and analyzing data and figures, transcribing, or viewing a computer terminal.
Interpreting Data-F
Problem Solving-O
Making Decisions-O
Organizing-F
WORKING CONDITIONS
Worker is subject to inside environmental conditions; protection from weather conditions but not necessarily from temperature changes-F
Worker is subject to outside environmental conditions when working with ATMs or when traveling to required bank meetings and training sessions-O
Worker is subject to local travel as required when working with ATMs or when traveling to required bank meetings and training sessions-O
The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Recruiter at 940 686 7023 . PointBank is an Equal Opportunity Employer of minorities, women, veterans, and disabled.
Nov 24, 2020
Part time
POINTBANK
TELLER
Promote, market, and facilitate the overall sale of products of the bank. Contribute to the bank's growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service.
REPORTING RELATIONSHIP AND SCOPE
This position reports directly to the Head Teller and Branch Manager.
This position reports indirectly to the Teller Operations Manager and the EVP Chief Sales & Service Officer.
FLSA STATUS
This position is classified as Non-Exempt under the FLSA.
OVERVIEW:
The purpose of this position is to:
Provide prompt, efficient, and friendly service in processing customers' transactions.
Identify and take advantage of opportunities to promote and refer bank products and services to satisfy customers' financial needs and goals.
Follow the established policies and procedures for this position, as directed by the manager.
ESSENTIAL JOB FUNCTIONS:
Process commercial and consumer transactions (such as account deposits/withdrawals, cashing checks, loan payments, etc) following established policies, procedures and customer service standards, using computerized platform and teller programs.
Follow established policies and procedures (such as verifying all transaction elements for authenticity or fraud, placing holds, etc.), using computerized platform and teller programs when necessary, to ensure work is completed correctly and in compliance with regulations.
Responsible for processing proof, balancing coin machines and DYNA machines* (*where applicable)
Responsible for sales, cross-sales and referrals of bank products and services, or any other sales or marketing campaigns or initiatives, to new and existing customers to meet individual and branch goals, and overall bank goals and objectives.
Know procedures for and maintain compliance with banking regulations and reporting requirements (such as BSA, Reg CC, Privacy, CTRs, etc).
Keep cash secure and maintain a high level of safety and security for the bank. Maintain proper levels of cash in cash drawer. Balance cash drawer daily. Order/sell cash as necessary. Scan and balance proof.
Respond to customer questions or problems in a quick, courteous and friendly manner, taking advantage of any sales or referral opportunities.
Know procedures for opening/closing branch.
Know procedures for robbery/emergency response.
Know procedures for researching and locating outages, thereby limiting violations of the Teller Outage Policy.
Compliance with all company policies and procedures.
Attend all meetings and complete all training required to ensure regulatory compliance.
Comply with all applicable Federal and State regulations and guidance associated with the performance of your job function.
Comply with all applicable BSA/AML/OFAC policies and procedures associated with the performance of your job function, including participation in required training and identifications of suspicious activity.
Responsible for making suggestions to improve branch/departmental operations and overall bank.
Accept periodic cross-training, works in other branches if needed.
Assist with the professional appearance of the inside and outside of the Branch. Report to the Facilities Manager of any maintenance, landscaping, or housekeeping needs.
Perform other duties and assignments within the bank at Management's request.
EQUIPMENT USE, PHYSICAL & MENTAL DEMANDS, AND WORKING CONDITIONS
Frequency: (R) Rarely 0-15%; (O) Occasionally (16-45%); (F) Frequently (46-100%)
EQUIPMENT USE
Telephones-F
Copier/Fax Machine-F
Computer-F
Coin Machine-F
Cash Dispensing Machine-F
Bill Counter-F
Teller Drawer/Tower-F
Drive-thru Tubes/Commercial Lane Drawer-F
ATMs-O
PHYSICAL & MENTAL DEMANDS
Light to Medium work-Exerting up to 50 pounds of force occasionally, and/or up to 10 pounds of force frequently to lift, carry, push, pull or otherwise move objects, including the human body.
Stooping/Crouching-O
Standing/Walking-F
Sitting-R
Pushing/Pulling/Lifting-O
Fingering/Grasping-F
Repetitive Motions-F
Talking/Hearing-F
Reading/Writing-F
Close Visual Acuity-worker is required to perform such tasks as preparing and analyzing data and figures, transcribing, or viewing a computer terminal.
Interpreting Data-F
Problem Solving-O
Making Decisions-O
Organizing-F
WORKING CONDITIONS
Worker is subject to inside environmental conditions; protection from weather conditions but not necessarily from temperature changes-F
Worker is subject to outside environmental conditions when working with ATMs or when traveling to required bank meetings and training sessions-O
Worker is subject to local travel as required when working with ATMs or when traveling to required bank meetings and training sessions-O
The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Recruiter at 940 686 7023 . PointBank is an Equal Opportunity Employer of minorities, women, veterans, and disabled.
POINTBANK
TELLER
Promote, market, and facilitate the overall sale of products of the bank. Contribute to the bank's growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service.
REPORTING RELATIONSHIP AND SCOPE
This position reports directly to the Head Teller and Branch Manager.
This position reports indirectly to the Teller Operations Manager and the EVP Chief Sales & Service Officer.
FLSA STATUS
This position is classified as Non-Exempt under the FLSA.
OVERVIEW:
The purpose of this position is to:
Provide prompt, efficient, and friendly service in processing customers' transactions.
Identify and take advantage of opportunities to promote and refer bank products and services to satisfy customers' financial needs and goals.
Follow the established policies and procedures for this position, as directed by the manager.
ESSENTIAL JOB FUNCTIONS:
Process commercial and consumer transactions (such as account deposits/withdrawals, cashing checks, loan payments, etc) following established policies, procedures and customer service standards, using computerized platform and teller programs.
Follow established policies and procedures (such as verifying all transaction elements for authenticity or fraud, placing holds, etc.), using computerized platform and teller programs when necessary, to ensure work is completed correctly and in compliance with regulations.
Responsible for processing proof, balancing coin machines and DYNA machines* (*where applicable)
Responsible for sales, cross-sales and referrals of bank products and services, or any other sales or marketing campaigns or initiatives, to new and existing customers to meet individual and branch goals, and overall bank goals and objectives.
Know procedures for and maintain compliance with banking regulations and reporting requirements (such as BSA, Reg CC, Privacy, CTRs, etc).
Keep cash secure and maintain a high level of safety and security for the bank. Maintain proper levels of cash in cash drawer. Balance cash drawer daily. Order/sell cash as necessary. Scan and balance proof.
Respond to customer questions or problems in a quick, courteous and friendly manner, taking advantage of any sales or referral opportunities.
Know procedures for opening/closing branch.
Know procedures for robbery/emergency response.
Know procedures for researching and locating outages, thereby limiting violations of the Teller Outage Policy.
Compliance with all company policies and procedures.
Attend all meetings and complete all training required to ensure regulatory compliance.
Comply with all applicable Federal and State regulations and guidance associated with the performance of your job function.
Comply with all applicable BSA/AML/OFAC policies and procedures associated with the performance of your job function, including participation in required training and identifications of suspicious activity.
Responsible for making suggestions to improve branch/departmental operations and overall bank.
Accept periodic cross-training, works in other branches if needed.
Assist with the professional appearance of the inside and outside of the Branch. Report to the Facilities Manager of any maintenance, landscaping, or housekeeping needs.
Perform other duties and assignments within the bank at Management's request.
EQUIPMENT USE, PHYSICAL & MENTAL DEMANDS, AND WORKING CONDITIONS
Frequency: (R) Rarely 0-15%; (O) Occasionally (16-45%); (F) Frequently (46-100%)
EQUIPMENT USE
Telephones-F
Copier/Fax Machine-F
Computer-F
Coin Machine-F
Cash Dispensing Machine-F
Bill Counter-F
Teller Drawer/Tower-F
Drive-thru Tubes/Commercial Lane Drawer-F
ATMs-O
PHYSICAL & MENTAL DEMANDS
Light to Medium work-Exerting up to 50 pounds of force occasionally, and/or up to 10 pounds of force frequently to lift, carry, push, pull or otherwise move objects, including the human body.
Stooping/Crouching-O
Standing/Walking-F
Sitting-R
Pushing/Pulling/Lifting-O
Fingering/Grasping-F
Repetitive Motions-F
Talking/Hearing-F
Reading/Writing-F
Close Visual Acuity-worker is required to perform such tasks as preparing and analyzing data and figures, transcribing, or viewing a computer terminal.
Interpreting Data-F
Problem Solving-O
Making Decisions-O
Organizing-F
WORKING CONDITIONS
Worker is subject to inside environmental conditions; protection from weather conditions but not necessarily from temperature changes-F
Worker is subject to outside environmental conditions when working with ATMs or when traveling to required bank meetings and training sessions-O
Worker is subject to local travel as required when working with ATMs or when traveling to required bank meetings and training sessions-O
The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Recruiter at 940 686 7023 . PointBank is an Equal Opportunity Employer of minorities, women, veterans, and disabled.
Nov 24, 2020
Part time
POINTBANK
TELLER
Promote, market, and facilitate the overall sale of products of the bank. Contribute to the bank's growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service.
REPORTING RELATIONSHIP AND SCOPE
This position reports directly to the Head Teller and Branch Manager.
This position reports indirectly to the Teller Operations Manager and the EVP Chief Sales & Service Officer.
FLSA STATUS
This position is classified as Non-Exempt under the FLSA.
OVERVIEW:
The purpose of this position is to:
Provide prompt, efficient, and friendly service in processing customers' transactions.
Identify and take advantage of opportunities to promote and refer bank products and services to satisfy customers' financial needs and goals.
Follow the established policies and procedures for this position, as directed by the manager.
ESSENTIAL JOB FUNCTIONS:
Process commercial and consumer transactions (such as account deposits/withdrawals, cashing checks, loan payments, etc) following established policies, procedures and customer service standards, using computerized platform and teller programs.
Follow established policies and procedures (such as verifying all transaction elements for authenticity or fraud, placing holds, etc.), using computerized platform and teller programs when necessary, to ensure work is completed correctly and in compliance with regulations.
Responsible for processing proof, balancing coin machines and DYNA machines* (*where applicable)
Responsible for sales, cross-sales and referrals of bank products and services, or any other sales or marketing campaigns or initiatives, to new and existing customers to meet individual and branch goals, and overall bank goals and objectives.
Know procedures for and maintain compliance with banking regulations and reporting requirements (such as BSA, Reg CC, Privacy, CTRs, etc).
Keep cash secure and maintain a high level of safety and security for the bank. Maintain proper levels of cash in cash drawer. Balance cash drawer daily. Order/sell cash as necessary. Scan and balance proof.
Respond to customer questions or problems in a quick, courteous and friendly manner, taking advantage of any sales or referral opportunities.
Know procedures for opening/closing branch.
Know procedures for robbery/emergency response.
Know procedures for researching and locating outages, thereby limiting violations of the Teller Outage Policy.
Compliance with all company policies and procedures.
Attend all meetings and complete all training required to ensure regulatory compliance.
Comply with all applicable Federal and State regulations and guidance associated with the performance of your job function.
Comply with all applicable BSA/AML/OFAC policies and procedures associated with the performance of your job function, including participation in required training and identifications of suspicious activity.
Responsible for making suggestions to improve branch/departmental operations and overall bank.
Accept periodic cross-training, works in other branches if needed.
Assist with the professional appearance of the inside and outside of the Branch. Report to the Facilities Manager of any maintenance, landscaping, or housekeeping needs.
Perform other duties and assignments within the bank at Management's request.
EQUIPMENT USE, PHYSICAL & MENTAL DEMANDS, AND WORKING CONDITIONS
Frequency: (R) Rarely 0-15%; (O) Occasionally (16-45%); (F) Frequently (46-100%)
EQUIPMENT USE
Telephones-F
Copier/Fax Machine-F
Computer-F
Coin Machine-F
Cash Dispensing Machine-F
Bill Counter-F
Teller Drawer/Tower-F
Drive-thru Tubes/Commercial Lane Drawer-F
ATMs-O
PHYSICAL & MENTAL DEMANDS
Light to Medium work-Exerting up to 50 pounds of force occasionally, and/or up to 10 pounds of force frequently to lift, carry, push, pull or otherwise move objects, including the human body.
Stooping/Crouching-O
Standing/Walking-F
Sitting-R
Pushing/Pulling/Lifting-O
Fingering/Grasping-F
Repetitive Motions-F
Talking/Hearing-F
Reading/Writing-F
Close Visual Acuity-worker is required to perform such tasks as preparing and analyzing data and figures, transcribing, or viewing a computer terminal.
Interpreting Data-F
Problem Solving-O
Making Decisions-O
Organizing-F
WORKING CONDITIONS
Worker is subject to inside environmental conditions; protection from weather conditions but not necessarily from temperature changes-F
Worker is subject to outside environmental conditions when working with ATMs or when traveling to required bank meetings and training sessions-O
Worker is subject to local travel as required when working with ATMs or when traveling to required bank meetings and training sessions-O
The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Recruiter at 940 686 7023 . PointBank is an Equal Opportunity Employer of minorities, women, veterans, and disabled.
CUSTOMER CARE BANKER
Promote, market, and facilitate the overall sale of products of the bank. Contribute to the bank's growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service.
REPORTING RELATIONSHIP AND SCOPE
This position reports directly to the Customer Care Manager.
This position reports indirectly to the EVP of Customer Experience.
FLSA STATUS
This position is classified as Non-Exempt under the FLSA.
OVERVIEW
The purpose of this position is to:
Answer all incoming calls from customers and employees to assist with requests.
Provide support to all other bank employees, including assisting the Operations Department and assist with other Operational duties, as directed by the Customer Care Manager or the EVP of Customer Experience.
ESSENTIAL JOB FUNCTIONS
Answer all incoming calls from customers and employees to provide assistance or transfer the call to the appropriate individual as needed.
Responsible for assisting all callers in all facets of banking, including, but not limited to balance inquiries, review of loan or deposit account histories, inquiries about procedures, inquiries about products and services, verifying we have current contact information (address, phone number, email address), training customers on the use of 24 hr. X-Press banking, online banking, bill pay, transfers of funds, card disputes and limit increases, issuing fee refunds when approved, processing return mail, fraud concerns and phishing/scams, etc. Customer Care Banker is expected to learn appropriate terminology and phrasing of responses to customer questions or concerns to best service the customer and promote the bank.
Responsible for sales, cross-sales and referrals of bank products and services to new and existing customers, and documentation of all referral activity in the CRM.
Responsible for inputting issues/complaints as Cases into CRM.
Assist as needed in contacting customers regarding compromised cards, fraud, phishing/scams, etc.
Educate callers regarding identity fraud, phishing scams, etc., and that the bank will not ask for confidential information via text, email, etc.
Provide support and assistance with other Operations duties, as directed by Management, including but not limited to, preparing notices for mailing, address changes, verifying documents and images, card production/stuffing/mailing, daily reports, etc.
Assist with training of new employees when needed.
Attend all meetings and complete all training required to ensure regulatory compliance.
Comply with all applicable Federal and State regulations and guidance associated with the performance of your job function.
Comply with all applicable BSA/AML/OFAC policies and procedures associated with the performance of your job function, including participation in required training and identifications of suspicious activity.
Responsible for making suggestions to improve branch/departmental operations and overall bank.
Perform other duties and assignments within the bank at Management's request; accept any cross-training as directed by Management, works in other branches if needed.
EQUIPMENT USE, PHYSICAL & MENTAL DEMANDS, AND WORKING CONDITIONS
Frequency: (R) Rarely 0-15%; (O) Occasionally (16-45%); (F) Frequently (46-100%)
EQUIPMENT USE
Telephones-F
Copier/Fax Machine-F
Computer-F
PHYSICAL & MENTAL DEMANDS
Light to Medium work-Exerting up to 50 pounds of force occasionally, and/or up to 10 pounds of force frequently to lift, carry, push, pull or otherwise move objects, including the human body.
Stooping/Crouching-O
Standing/Walking-O
Sitting-F
Pushing/Pulling/Lifting-O
Fingering/Grasping-F
Repetitive Motions-F
Talking/Hearing-F
Reading/Writing-F
Close Visual Acuity-worker is required to perform such tasks as preparing and analyzing data and figures, transcribing, or viewing a computer terminal.
Interpreting Data-F
Problem Solving-F
Making Decisions-F
Organizing-F
WORKING CONDITIONS
Worker is subject to inside environmental conditions; protection from weather conditions but not necessarily from temperature changes-F
Worker is subject to outside environmental conditions when traveling to branches/departments, bank events or required bank meetings and training sessions -O
Worker is subject to local travel when traveling to branches/departments, bank events, or required bank meetings and training sessions -O
The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability.
Revised 1/2020
Nov 24, 2020
Full time
CUSTOMER CARE BANKER
Promote, market, and facilitate the overall sale of products of the bank. Contribute to the bank's growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service.
REPORTING RELATIONSHIP AND SCOPE
This position reports directly to the Customer Care Manager.
This position reports indirectly to the EVP of Customer Experience.
FLSA STATUS
This position is classified as Non-Exempt under the FLSA.
OVERVIEW
The purpose of this position is to:
Answer all incoming calls from customers and employees to assist with requests.
Provide support to all other bank employees, including assisting the Operations Department and assist with other Operational duties, as directed by the Customer Care Manager or the EVP of Customer Experience.
ESSENTIAL JOB FUNCTIONS
Answer all incoming calls from customers and employees to provide assistance or transfer the call to the appropriate individual as needed.
Responsible for assisting all callers in all facets of banking, including, but not limited to balance inquiries, review of loan or deposit account histories, inquiries about procedures, inquiries about products and services, verifying we have current contact information (address, phone number, email address), training customers on the use of 24 hr. X-Press banking, online banking, bill pay, transfers of funds, card disputes and limit increases, issuing fee refunds when approved, processing return mail, fraud concerns and phishing/scams, etc. Customer Care Banker is expected to learn appropriate terminology and phrasing of responses to customer questions or concerns to best service the customer and promote the bank.
Responsible for sales, cross-sales and referrals of bank products and services to new and existing customers, and documentation of all referral activity in the CRM.
Responsible for inputting issues/complaints as Cases into CRM.
Assist as needed in contacting customers regarding compromised cards, fraud, phishing/scams, etc.
Educate callers regarding identity fraud, phishing scams, etc., and that the bank will not ask for confidential information via text, email, etc.
Provide support and assistance with other Operations duties, as directed by Management, including but not limited to, preparing notices for mailing, address changes, verifying documents and images, card production/stuffing/mailing, daily reports, etc.
Assist with training of new employees when needed.
Attend all meetings and complete all training required to ensure regulatory compliance.
Comply with all applicable Federal and State regulations and guidance associated with the performance of your job function.
Comply with all applicable BSA/AML/OFAC policies and procedures associated with the performance of your job function, including participation in required training and identifications of suspicious activity.
Responsible for making suggestions to improve branch/departmental operations and overall bank.
Perform other duties and assignments within the bank at Management's request; accept any cross-training as directed by Management, works in other branches if needed.
EQUIPMENT USE, PHYSICAL & MENTAL DEMANDS, AND WORKING CONDITIONS
Frequency: (R) Rarely 0-15%; (O) Occasionally (16-45%); (F) Frequently (46-100%)
EQUIPMENT USE
Telephones-F
Copier/Fax Machine-F
Computer-F
PHYSICAL & MENTAL DEMANDS
Light to Medium work-Exerting up to 50 pounds of force occasionally, and/or up to 10 pounds of force frequently to lift, carry, push, pull or otherwise move objects, including the human body.
Stooping/Crouching-O
Standing/Walking-O
Sitting-F
Pushing/Pulling/Lifting-O
Fingering/Grasping-F
Repetitive Motions-F
Talking/Hearing-F
Reading/Writing-F
Close Visual Acuity-worker is required to perform such tasks as preparing and analyzing data and figures, transcribing, or viewing a computer terminal.
Interpreting Data-F
Problem Solving-F
Making Decisions-F
Organizing-F
WORKING CONDITIONS
Worker is subject to inside environmental conditions; protection from weather conditions but not necessarily from temperature changes-F
Worker is subject to outside environmental conditions when traveling to branches/departments, bank events or required bank meetings and training sessions -O
Worker is subject to local travel when traveling to branches/departments, bank events, or required bank meetings and training sessions -O
The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability.
Revised 1/2020
Act as key financial advisor to department and division leadership;
For financial and budget planning and issues, serve as the department liaison for the Office of Performance, Strategy and Budget; King County Council staff; and central Finance Business and Operations staff;
Prepare and oversee the DLS Director’s Office (DO) biennial operating and capital budget request and identify funding adjustments to meet the department's business and pro-equity needs;
Participate in the development and review of the biennial budget requests of DLS’s two divisions;
Oversee finance, contracts, and asset management functions for the DO;
Develop, with DO staff, the DO biennial business plans ;
Review division business plans, with an equity lens;
Develop strategic policy on financial and budget issues;
Develop and implement the department's budget and financial policies and procedures and coordinate implementation with finance staff in the two DLS divisions;
Develop and implement the allocation model for the DO operating fund (funded by other King County departments);
Work with division senior management and other County staff in the analysis and evaluation of division rate proposals ;
Together with the Deputy Director, develop an integrated system of financial, operational, and HR data dashboards for the department;
Make recommendations on opportunities to improve efficiency and reduce risk;
Ensure adherence to internal controls and update and maintain documentation of finance and accounting policies and procedures;
Serve as a key point of contact for auditors as well as manage, coordinate and respond to audits;
Support or serve as the DLS legislative liaison and oversee DLS proposed legislation preparation and submittal process;
Perform additional duties or special projects as assigned.
Nov 12, 2020
Full time
Act as key financial advisor to department and division leadership;
For financial and budget planning and issues, serve as the department liaison for the Office of Performance, Strategy and Budget; King County Council staff; and central Finance Business and Operations staff;
Prepare and oversee the DLS Director’s Office (DO) biennial operating and capital budget request and identify funding adjustments to meet the department's business and pro-equity needs;
Participate in the development and review of the biennial budget requests of DLS’s two divisions;
Oversee finance, contracts, and asset management functions for the DO;
Develop, with DO staff, the DO biennial business plans ;
Review division business plans, with an equity lens;
Develop strategic policy on financial and budget issues;
Develop and implement the department's budget and financial policies and procedures and coordinate implementation with finance staff in the two DLS divisions;
Develop and implement the allocation model for the DO operating fund (funded by other King County departments);
Work with division senior management and other County staff in the analysis and evaluation of division rate proposals ;
Together with the Deputy Director, develop an integrated system of financial, operational, and HR data dashboards for the department;
Make recommendations on opportunities to improve efficiency and reduce risk;
Ensure adherence to internal controls and update and maintain documentation of finance and accounting policies and procedures;
Serve as a key point of contact for auditors as well as manage, coordinate and respond to audits;
Support or serve as the DLS legislative liaison and oversee DLS proposed legislation preparation and submittal process;
Perform additional duties or special projects as assigned.
Affiliates Management Company
West Des Moines, Iowa or Remote Nationwide
Affiliates Management Company (AMC) is the wholly-owned holding company of the Iowa Credit Union League. Located in West Des Moines, Iowa, AMC provides shared services for a family of companies, including Coopera, Iowa Credit Union League, Iowa Credit Union Foundation, PolicyWorks Iowa, PolicyWorks, LLC and First Community Trust, N.A. The AMC family of companies strives to improve the financial lives of consumers. We achieve this mission through unparalleled solutions and expertise for our clients and consumers.
Business Development Representative – West Des Moines, IA (remote)
Are you a business professional looking to be a part of an innovative organization stepping into the software world? Do you thrive to be the best? Do you see a way where others say, “it can’t be done”? Then our position is for you.
Our Business Development Representative is responsible for providing direct sales support to our New Business Development team in the ongoing development for the existing and prospective clients. This individual will be responsible for supporting internal staff and external channel partners with the coordination of sales-related activities, demonstrating products and services, initiating issue research, SalesForce database management and other duties as assigned.
Responsibilities:
Track, manage and maintain accurate sales and cross sales-related information in our SalesForce database. Run reports as needed.
Support channel partners in winning business by coordinating sales discussions/activities and providing demonstrations of key products and services.
Provide up-to-date insight on new product offerings to channel partners; research follow up questions and inquiries.
Place outbound sales calls to prospective clients.
Collaborate with marketing to create effective web and print materials for prospective clients.
Monitor and improve sales-related process efficiencies – sales documentation, pipeline reporting, etc.
Serve as a point of contact and assist with issue research, product information, etc.
Support AMC’s strategic future, business development culture and grow as a leader in the organization.
Other duties as assigned.
Qualifications:
Bachelor’s degree in a related field or equivalent work experience.
3+ years of direct sales support experience preferred.
Effective in presenting webinars and facilitating sales opportunity discussions over the phone and via Zoom.
Ability to successfully manage and execute concurrent priorities with a sense of urgency.
Superior verbal and written communication, independent decision making and problem-solving skills.
Active listening skills and the ability to communicate ideas effectively throughout all levels of an organization.
PC skills, including familiarity with Microsoft Office, Zoom, SalesForce.
**Credit and criminal background verification required on all applicants.
If you are highly motivated, team-oriented and enjoy diverse learning opportunities, please apply! For questions, please email careers@affiliatesmgt.com .
Oct 06, 2020
Full time
Affiliates Management Company (AMC) is the wholly-owned holding company of the Iowa Credit Union League. Located in West Des Moines, Iowa, AMC provides shared services for a family of companies, including Coopera, Iowa Credit Union League, Iowa Credit Union Foundation, PolicyWorks Iowa, PolicyWorks, LLC and First Community Trust, N.A. The AMC family of companies strives to improve the financial lives of consumers. We achieve this mission through unparalleled solutions and expertise for our clients and consumers.
Business Development Representative – West Des Moines, IA (remote)
Are you a business professional looking to be a part of an innovative organization stepping into the software world? Do you thrive to be the best? Do you see a way where others say, “it can’t be done”? Then our position is for you.
Our Business Development Representative is responsible for providing direct sales support to our New Business Development team in the ongoing development for the existing and prospective clients. This individual will be responsible for supporting internal staff and external channel partners with the coordination of sales-related activities, demonstrating products and services, initiating issue research, SalesForce database management and other duties as assigned.
Responsibilities:
Track, manage and maintain accurate sales and cross sales-related information in our SalesForce database. Run reports as needed.
Support channel partners in winning business by coordinating sales discussions/activities and providing demonstrations of key products and services.
Provide up-to-date insight on new product offerings to channel partners; research follow up questions and inquiries.
Place outbound sales calls to prospective clients.
Collaborate with marketing to create effective web and print materials for prospective clients.
Monitor and improve sales-related process efficiencies – sales documentation, pipeline reporting, etc.
Serve as a point of contact and assist with issue research, product information, etc.
Support AMC’s strategic future, business development culture and grow as a leader in the organization.
Other duties as assigned.
Qualifications:
Bachelor’s degree in a related field or equivalent work experience.
3+ years of direct sales support experience preferred.
Effective in presenting webinars and facilitating sales opportunity discussions over the phone and via Zoom.
Ability to successfully manage and execute concurrent priorities with a sense of urgency.
Superior verbal and written communication, independent decision making and problem-solving skills.
Active listening skills and the ability to communicate ideas effectively throughout all levels of an organization.
PC skills, including familiarity with Microsoft Office, Zoom, SalesForce.
**Credit and criminal background verification required on all applicants.
If you are highly motivated, team-oriented and enjoy diverse learning opportunities, please apply! For questions, please email careers@affiliatesmgt.com .
League of Conservation Voters
Washington, DC (temporarily remote)
Title: Accounts Payable Specialist
Department: Finance
Status: Non-Exempt
Reports to: Controller
Positions Reporting to this Position: None
Location: Washington, DC
Union Position: Yes
Job Classification Level : B
Salary Range (depending on experience) : $52,000 - $61,000
General Description :
LCV believes our earth is worth fighting for because everyone has a right to clean air, water, and a safe, healthy community. To ensure those rights are protected, we help people use their power to shape policy, hold politicians and polluters accountable, and influence elections.
Our over 2 million members, our volunteers and staff, and our more than 30 state affiliates (together, the Conservation Voter Movement) work for a more just and equitable democracy, where people—not polluters—determine our future. This movement is an influential national network with unparalleled influence in Washington, DC, in state capitals, and in communities around the country. We are unmatched in our ability to ensure meaningful action on our key issues. We aim to bring people and communities together across racial, geographic, political, religious, economic and other differences toward collective goals instead of dividing us from one another.
LCV is hiring an Accounts Payable Specialist who will facilitate the daily accounts payable and receivable operations of LCV, LCV Education Fund, and related entities. Responsibilities include upholding efficient internal controls and ensuring administrative support to the organizations’ various programs. The ideal candidate is detail-oriented with strong communication and analytical skills, able to manage multiple projects simultaneously, and has familiarity with all aspects of check disbursements and administering bank deposits.
Responsibilities :
Prepare, verify, and process vendor and staff reimbursement invoices for payments due.
Charge expenses to accounts and programs by analyzing invoices/expense reports and recording entries.
Post donor payments by recording cash, checks, and credit card transactions and entering them into the general ledger or accounting software.
Prepare cash and check payments for the bank; totaling and recording the deposit amounts, filling out online deposit slips and bundling the funds and slips; making remote deposits at the bank.
Update receivables in the general ledger by totaling unpaid invoices.
Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted.
Ensure American Express credit card data is downloaded and distributed to employees for coding and approval.
Work with banks to resolve issues and issues stop-payments.
Resolve valid or authorized deductions by entering and adjusting entries.
Pay employees by receiving and verifying expense reports, and preparing checks.
Maintain accounting ledgers by verifying and posting account transactions.
Prepare monthly bank reconciliations.
Assist with the annual audit.
Supports administration of Finance’s vendor survey as part of the department’s racial justice and equity goals.
Runs and distributes reports on weekly vendor payments, among other reports, as part of the Finance department’s efforts to increase transparency, in alignment with our racial justice and equity goals.
Perform other duties as assigned.
Qualifications :
Work Experience: Required - At least 2-4 years accounts payable and receivable work experience. Experience performing monthly bank reconciliations. Experience working with databases. Experience working with external vendors. Preferred - Experience with Abila MIP accounting software package. Experience working with 501(c)(4) and/or 501(c)(3) organizations. Experience supporting an audit process.
Skills: Ability to review General Ledger for reconciliations and revenue recognition; Computer proficiency, including expertise with Excel and accounting software; Excellent oral and written communication skills; Highly organized, detail-oriented and sharp analytical skills; exhibits strong judgement. Ability to produce organized and accurate materials quickly. Ability to manage multiple tasks at once and work across departments to achieve shared goals. Should thrive in a fast-paced, collaborative environment. Proven ability to maintain confidential information. Ability to work with Concur or other expense tracking software.
Cultural Competence: Shares our commitment to increasing racial diversity in our movement and organization, integrating justice and equity into the work we do and ensuring an inclusive organizational culture.
Conditions: This position is based in Washington, DC. Please note that all LCV staff are currently working remotely during the COVID-19 pandemic.
To Apply : Send cover letter and resume to hr@lcv.org with “Accounts Payable Specialist” in the subject line by October 12, 2020. No phone calls please.
LCV is an Equal Opportunity Employer committed to a racially just, equitable and inclusive workplace.
Sep 28, 2020
Full time
Title: Accounts Payable Specialist
Department: Finance
Status: Non-Exempt
Reports to: Controller
Positions Reporting to this Position: None
Location: Washington, DC
Union Position: Yes
Job Classification Level : B
Salary Range (depending on experience) : $52,000 - $61,000
General Description :
LCV believes our earth is worth fighting for because everyone has a right to clean air, water, and a safe, healthy community. To ensure those rights are protected, we help people use their power to shape policy, hold politicians and polluters accountable, and influence elections.
Our over 2 million members, our volunteers and staff, and our more than 30 state affiliates (together, the Conservation Voter Movement) work for a more just and equitable democracy, where people—not polluters—determine our future. This movement is an influential national network with unparalleled influence in Washington, DC, in state capitals, and in communities around the country. We are unmatched in our ability to ensure meaningful action on our key issues. We aim to bring people and communities together across racial, geographic, political, religious, economic and other differences toward collective goals instead of dividing us from one another.
LCV is hiring an Accounts Payable Specialist who will facilitate the daily accounts payable and receivable operations of LCV, LCV Education Fund, and related entities. Responsibilities include upholding efficient internal controls and ensuring administrative support to the organizations’ various programs. The ideal candidate is detail-oriented with strong communication and analytical skills, able to manage multiple projects simultaneously, and has familiarity with all aspects of check disbursements and administering bank deposits.
Responsibilities :
Prepare, verify, and process vendor and staff reimbursement invoices for payments due.
Charge expenses to accounts and programs by analyzing invoices/expense reports and recording entries.
Post donor payments by recording cash, checks, and credit card transactions and entering them into the general ledger or accounting software.
Prepare cash and check payments for the bank; totaling and recording the deposit amounts, filling out online deposit slips and bundling the funds and slips; making remote deposits at the bank.
Update receivables in the general ledger by totaling unpaid invoices.
Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted.
Ensure American Express credit card data is downloaded and distributed to employees for coding and approval.
Work with banks to resolve issues and issues stop-payments.
Resolve valid or authorized deductions by entering and adjusting entries.
Pay employees by receiving and verifying expense reports, and preparing checks.
Maintain accounting ledgers by verifying and posting account transactions.
Prepare monthly bank reconciliations.
Assist with the annual audit.
Supports administration of Finance’s vendor survey as part of the department’s racial justice and equity goals.
Runs and distributes reports on weekly vendor payments, among other reports, as part of the Finance department’s efforts to increase transparency, in alignment with our racial justice and equity goals.
Perform other duties as assigned.
Qualifications :
Work Experience: Required - At least 2-4 years accounts payable and receivable work experience. Experience performing monthly bank reconciliations. Experience working with databases. Experience working with external vendors. Preferred - Experience with Abila MIP accounting software package. Experience working with 501(c)(4) and/or 501(c)(3) organizations. Experience supporting an audit process.
Skills: Ability to review General Ledger for reconciliations and revenue recognition; Computer proficiency, including expertise with Excel and accounting software; Excellent oral and written communication skills; Highly organized, detail-oriented and sharp analytical skills; exhibits strong judgement. Ability to produce organized and accurate materials quickly. Ability to manage multiple tasks at once and work across departments to achieve shared goals. Should thrive in a fast-paced, collaborative environment. Proven ability to maintain confidential information. Ability to work with Concur or other expense tracking software.
Cultural Competence: Shares our commitment to increasing racial diversity in our movement and organization, integrating justice and equity into the work we do and ensuring an inclusive organizational culture.
Conditions: This position is based in Washington, DC. Please note that all LCV staff are currently working remotely during the COVID-19 pandemic.
To Apply : Send cover letter and resume to hr@lcv.org with “Accounts Payable Specialist” in the subject line by October 12, 2020. No phone calls please.
LCV is an Equal Opportunity Employer committed to a racially just, equitable and inclusive workplace.
Looking for someone to grow with - Energetic, Outgoing, Customer Service Strong, Skills needed
QuickBooks - AP, AR, Payroll, invoicing - Customer Service Skills - Excel, Word, PDF's Mobile apps. Take Charge kind of person who enjoys the unique demands this position requires, and enjoys the responsibility
Sep 22, 2020
Part time
Looking for someone to grow with - Energetic, Outgoing, Customer Service Strong, Skills needed
QuickBooks - AP, AR, Payroll, invoicing - Customer Service Skills - Excel, Word, PDF's Mobile apps. Take Charge kind of person who enjoys the unique demands this position requires, and enjoys the responsibility
PA Coalition Against Domestic Violence
Harrisburg, PA, USA 17110
Do you have a passion for social justice and improving systems' responses to victims of domestic violence? Are you someone who is invested in our vision that domestic violence can and must come to an end for the next generation? The Pennsylvania Coalition Against Domestic Violence (PCADV) is dedicated to reducing, preventing, and educating the community about domestic violence. We are currently seeking both a Grant Reporting Finance Specialist and a Program Finance Specialist to monitor grants and programs within the Coalition
The Grant Reporting Finance Specialist (Specialist) assists the Controller in developing budgets for new grants and preparing budget modifications/revisions for existing grants; prepares and files all quarterly reports and monthly grant managers' reports; monitors each grant spending to ensure compliance with relevant federal and state regulations; works closely with auditors during fieldwork regarding issues of compliance for all funding sources, especially grant expenditures and closeouts; monitors the ratio of budget/expenses of all grants on a monthly basis.
The Program Finance Specialist assists the Controller in managing the programs (sub-recipients) involved with Department of Human Services (DHS) funding by preparing required federal/ state financial invoices or reports, keeping the Controller aware of any concerns related to the management of the DHS or programs' agreement and working closely with auditors during fieldwork regarding issues of compliance for DHS agreement and participants' agreements.
To be considered for this role, you must possess at least a Bachelor's degree AND a minimum of four years related experience in finance or accounting, one year should be in non-profit accounting with multi-stream accounting. An equivalent combination of education and experience may also be considered.
Additionally, the following are required:
Excellent written and verbal communication skills.
Demonstrated ability to follow strict rules of confidentiality
Excellent problem solving and critical thinking skills
Demonstrated ability to effectively handle multiple tasks at one time.
Demonstrated ability to manage time, evaluate progress, and adjust activities to complete work within established time frames.
This is a fast-paced, multi-faceted position that offers the exciting opportunity to support and guide a dynamic, mission-driven organization as a member of the PCADV's team. PCADV offers very competitive salaries and an excellent benefits package.
Please note, occasional travel within the Commonwealth of PA is required.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://pcadvjobs.prevueaps.com/jobs/145068-62348.html
Sep 21, 2020
Full time
Do you have a passion for social justice and improving systems' responses to victims of domestic violence? Are you someone who is invested in our vision that domestic violence can and must come to an end for the next generation? The Pennsylvania Coalition Against Domestic Violence (PCADV) is dedicated to reducing, preventing, and educating the community about domestic violence. We are currently seeking both a Grant Reporting Finance Specialist and a Program Finance Specialist to monitor grants and programs within the Coalition
The Grant Reporting Finance Specialist (Specialist) assists the Controller in developing budgets for new grants and preparing budget modifications/revisions for existing grants; prepares and files all quarterly reports and monthly grant managers' reports; monitors each grant spending to ensure compliance with relevant federal and state regulations; works closely with auditors during fieldwork regarding issues of compliance for all funding sources, especially grant expenditures and closeouts; monitors the ratio of budget/expenses of all grants on a monthly basis.
The Program Finance Specialist assists the Controller in managing the programs (sub-recipients) involved with Department of Human Services (DHS) funding by preparing required federal/ state financial invoices or reports, keeping the Controller aware of any concerns related to the management of the DHS or programs' agreement and working closely with auditors during fieldwork regarding issues of compliance for DHS agreement and participants' agreements.
To be considered for this role, you must possess at least a Bachelor's degree AND a minimum of four years related experience in finance or accounting, one year should be in non-profit accounting with multi-stream accounting. An equivalent combination of education and experience may also be considered.
Additionally, the following are required:
Excellent written and verbal communication skills.
Demonstrated ability to follow strict rules of confidentiality
Excellent problem solving and critical thinking skills
Demonstrated ability to effectively handle multiple tasks at one time.
Demonstrated ability to manage time, evaluate progress, and adjust activities to complete work within established time frames.
This is a fast-paced, multi-faceted position that offers the exciting opportunity to support and guide a dynamic, mission-driven organization as a member of the PCADV's team. PCADV offers very competitive salaries and an excellent benefits package.
Please note, occasional travel within the Commonwealth of PA is required.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://pcadvjobs.prevueaps.com/jobs/145068-62348.html
North American Association for Environmental Education
Washington, DC
NAAEE is looking for a talented, well-organized Financial Operations Associate with 1-3 years of accounting, bookkeeping, financial grant management, or similar experience to help us with invoice processing, grant financial reporting, and database management. If you’re a team player who is great with details, numbers, and customer service and who wants to help with creating a more equitable and sustainable future, please apply. This position is virtual for the foreseeable future, with a preference for DC. For a complete job description, see below. We will accept applications until the position is filled and are looking to hire as soon as possible.
Major Functions:
The Financial Operations Associate would support NAAEE full-time with payment processing, budget management, and invoice creation.
General duties include:
Processing reimbursement requests and maintaining receipts and expense backup for NAAEE’s program, including ee360, eeBLUE, GEEP, and other programs and events
Coding NAAEE’s credit card expenses and invoices to appropriate funding sources and uploading invoices to server for Accountants to process
Running monthly general ledger reports for all programs
Creating invoices, including quarterly invoices to funders
Managing NAAEE’s membership database
Maintaining receipts and expense backup for the GEEP program
Filing invoices
Completing federal budget documents, including SF 424s and 425, Form 5700s, and others as necessary
Collecting bids for contracts, as required
Making purchases on behalf of the organization, with approval from supervisor
Assisting with processing payments prior to and onsite at the NAAEE conference for attendees, exhibitors, and sponsors
Depositing checks
Assisting with preparing for NAAEE’s annual audit
Minimum Skills and Experience Required:
1-3 years of accounting, bookkeeping, financial grant management, or similar experience
Associate’s degree in accounting, business or other related fields, or equivalent professional experience, is a plus
Experience with civiCRM or similar membership management software preferred
Ability to work efficiently, with flexibility, creativity, initiative, strong attention to detail, positive energy, and good humor
Ability to work independently as required but also to work effectively as a team member
Ability to juggle multiple projects, meet deadlines, problem solve, and exercise tact and diplomacy
An individual who is culturally competent and can work with individuals representing a diversity of backgrounds and perspectives
A team player who enthusiastically represents NAAEE to external partners, members, funders, and other stakeholders
Aug 31, 2020
Full time
NAAEE is looking for a talented, well-organized Financial Operations Associate with 1-3 years of accounting, bookkeeping, financial grant management, or similar experience to help us with invoice processing, grant financial reporting, and database management. If you’re a team player who is great with details, numbers, and customer service and who wants to help with creating a more equitable and sustainable future, please apply. This position is virtual for the foreseeable future, with a preference for DC. For a complete job description, see below. We will accept applications until the position is filled and are looking to hire as soon as possible.
Major Functions:
The Financial Operations Associate would support NAAEE full-time with payment processing, budget management, and invoice creation.
General duties include:
Processing reimbursement requests and maintaining receipts and expense backup for NAAEE’s program, including ee360, eeBLUE, GEEP, and other programs and events
Coding NAAEE’s credit card expenses and invoices to appropriate funding sources and uploading invoices to server for Accountants to process
Running monthly general ledger reports for all programs
Creating invoices, including quarterly invoices to funders
Managing NAAEE’s membership database
Maintaining receipts and expense backup for the GEEP program
Filing invoices
Completing federal budget documents, including SF 424s and 425, Form 5700s, and others as necessary
Collecting bids for contracts, as required
Making purchases on behalf of the organization, with approval from supervisor
Assisting with processing payments prior to and onsite at the NAAEE conference for attendees, exhibitors, and sponsors
Depositing checks
Assisting with preparing for NAAEE’s annual audit
Minimum Skills and Experience Required:
1-3 years of accounting, bookkeeping, financial grant management, or similar experience
Associate’s degree in accounting, business or other related fields, or equivalent professional experience, is a plus
Experience with civiCRM or similar membership management software preferred
Ability to work efficiently, with flexibility, creativity, initiative, strong attention to detail, positive energy, and good humor
Ability to work independently as required but also to work effectively as a team member
Ability to juggle multiple projects, meet deadlines, problem solve, and exercise tact and diplomacy
An individual who is culturally competent and can work with individuals representing a diversity of backgrounds and perspectives
A team player who enthusiastically represents NAAEE to external partners, members, funders, and other stakeholders
Reports to: Director, Budget Planning and Forecasting
Staff reporting to this position: None
Department: Finance
Position classification: Exempt, full time
Summary
American Progress is seeking a Budget Analyst to help manage the financial planning and operations of the organization’s portfolio of programs and projects. The Budget Analyst will join a hardworking team of professionals on the Budget Planning and Forecasting team who strive to provide timely, reliable, and valuable business operations support and expertise to the organization. As a member of the team, the Budget Analyst will collaborate with internal and external customers to play an active role in the overall financial success and operational efficiency of American Progress.
Responsibilities:
Program financial management
Provide budgetary and planning support to program and project managers.
Use American Progress internal business applications in conjunction with Microsoft Excel to proactively provide in-depth analyses to forecast project and program costs, develop staffing plans, and provide various financial reports, including actual and projected costs.
Proactively monitor and prepare routine financial analyses of projects to compare plans vs. actuals to ensure the data are in alignment with program projections, identify any potential risks—such as to funding or period of performance—and propose reallocation of funds and reclass expenses when necessary.
Review, analyze, and assist in the development of staffing projections and work in conjunction with program managers, project managers, and group leadership to identify gaps required to meet program or project needs.
Actively engage with American Progress’ leadership, keeping them abreast of potential concerns, risks, and competing priorities.
Assist the Budget Planning and Forecast team in preparing organizationwide deliverables such as quarterly forecasts, midyear budgets, and annual budgets for review by senior finance and executive leadership for presentation to the board of directors for approval.
Respond to financial data calls—recurring and ad hoc.
Proposal budgeting and preparation
Lead financial proposal development in response to requests for proposals and letters of intent.
Work with program managers, project managers, and development leads to assess solicitation requirements; assist in the development and review narratives of scopes of work; identify resource requirements such as labor, supplies, travel, and contracts; and develop cost proposals.
Prepare financial narratives and use information from the internal accounting ERP system to report financials in support of contractual requirements and per the request of customers and program managers.
Partner with program managers and the Development team on project planning in order to forecast spending that will support the execution of agreed upon milestones and deliverables.
Follow the grant cycle from proposal to closeout, ensuring compliance and financial strategies are executed throughout, including by keeping grant files up to date with all pertaining support documentation.
Quality assurance and business-related functions
Perform quality reviews of business support requirements, including proposals, cost impacts, deficit spending, precontract authorization requests, hiring, and other financial and program-related documents.
Enter, manage, and maintain internal information systems, ensuring all department, program, project, and grant data are complete and updated as needed—including in ERP, Concur, Salesforce, and other systems.
Prepare routine and complex journal entries and make time adjustments as needed to assist the monthly close process.
Engage and collaborate with all levels and groups of staff and field requests, responding to queries related to the assigned portfolio.
Seek new innovations to enhance quality, customer service, business processes, quality review meetings, and responses to data calls.
Requirements and qualifications:
Bachelor’s degree or equivalent experience in a business area such as accounting, business administration, finance, economics, or other relevant field.
At least two years of relevant experience in the areas of financial and cost analysis, management control, and/or proposal preparation.
Comfortable working with a team in a fast-paced environment and meeting multiple tight deadlines.
Highly skilled in Microsoft Excel.
Strong verbal and written communication skills.
Proven ability as a self-starter with a high level of initiative, critical thinking, and ability to communicate effectively with internal and external customers.
Active listener with a strong work ethic and a positive, can-do attitude.
Preferred
Previous experience working with an ERP accounting system such as Sage, Oracle, or SAP, with a preference for Unanet.
Working knowledge of data visualization software such as Power BI, Tableau, or another analytics software.
Ability to develop briefing materials and graphical presentations, as well as ability to make formal oral presentations of these materials to all levels of staff.
Experience working with senior staff and providing guidance and training.
Knowledgeable of the project management process.
Aug 17, 2020
Full time
Reports to: Director, Budget Planning and Forecasting
Staff reporting to this position: None
Department: Finance
Position classification: Exempt, full time
Summary
American Progress is seeking a Budget Analyst to help manage the financial planning and operations of the organization’s portfolio of programs and projects. The Budget Analyst will join a hardworking team of professionals on the Budget Planning and Forecasting team who strive to provide timely, reliable, and valuable business operations support and expertise to the organization. As a member of the team, the Budget Analyst will collaborate with internal and external customers to play an active role in the overall financial success and operational efficiency of American Progress.
Responsibilities:
Program financial management
Provide budgetary and planning support to program and project managers.
Use American Progress internal business applications in conjunction with Microsoft Excel to proactively provide in-depth analyses to forecast project and program costs, develop staffing plans, and provide various financial reports, including actual and projected costs.
Proactively monitor and prepare routine financial analyses of projects to compare plans vs. actuals to ensure the data are in alignment with program projections, identify any potential risks—such as to funding or period of performance—and propose reallocation of funds and reclass expenses when necessary.
Review, analyze, and assist in the development of staffing projections and work in conjunction with program managers, project managers, and group leadership to identify gaps required to meet program or project needs.
Actively engage with American Progress’ leadership, keeping them abreast of potential concerns, risks, and competing priorities.
Assist the Budget Planning and Forecast team in preparing organizationwide deliverables such as quarterly forecasts, midyear budgets, and annual budgets for review by senior finance and executive leadership for presentation to the board of directors for approval.
Respond to financial data calls—recurring and ad hoc.
Proposal budgeting and preparation
Lead financial proposal development in response to requests for proposals and letters of intent.
Work with program managers, project managers, and development leads to assess solicitation requirements; assist in the development and review narratives of scopes of work; identify resource requirements such as labor, supplies, travel, and contracts; and develop cost proposals.
Prepare financial narratives and use information from the internal accounting ERP system to report financials in support of contractual requirements and per the request of customers and program managers.
Partner with program managers and the Development team on project planning in order to forecast spending that will support the execution of agreed upon milestones and deliverables.
Follow the grant cycle from proposal to closeout, ensuring compliance and financial strategies are executed throughout, including by keeping grant files up to date with all pertaining support documentation.
Quality assurance and business-related functions
Perform quality reviews of business support requirements, including proposals, cost impacts, deficit spending, precontract authorization requests, hiring, and other financial and program-related documents.
Enter, manage, and maintain internal information systems, ensuring all department, program, project, and grant data are complete and updated as needed—including in ERP, Concur, Salesforce, and other systems.
Prepare routine and complex journal entries and make time adjustments as needed to assist the monthly close process.
Engage and collaborate with all levels and groups of staff and field requests, responding to queries related to the assigned portfolio.
Seek new innovations to enhance quality, customer service, business processes, quality review meetings, and responses to data calls.
Requirements and qualifications:
Bachelor’s degree or equivalent experience in a business area such as accounting, business administration, finance, economics, or other relevant field.
At least two years of relevant experience in the areas of financial and cost analysis, management control, and/or proposal preparation.
Comfortable working with a team in a fast-paced environment and meeting multiple tight deadlines.
Highly skilled in Microsoft Excel.
Strong verbal and written communication skills.
Proven ability as a self-starter with a high level of initiative, critical thinking, and ability to communicate effectively with internal and external customers.
Active listener with a strong work ethic and a positive, can-do attitude.
Preferred
Previous experience working with an ERP accounting system such as Sage, Oracle, or SAP, with a preference for Unanet.
Working knowledge of data visualization software such as Power BI, Tableau, or another analytics software.
Ability to develop briefing materials and graphical presentations, as well as ability to make formal oral presentations of these materials to all levels of staff.
Experience working with senior staff and providing guidance and training.
Knowledgeable of the project management process.
JOIN for Justice
Boston preferred but not required
Position Opening: Director of Finance and Administration
Classification: Full-Time, Exempt
Location: JOIN’s national office in Boston, MA (preferred)
Posted: August 2020
JOIN for Justice is building a powerful field of Jewish leaders capable of effectively organizing for justice, both inside and outside Jewish communities in the US. We organize because, in the words of Emma Lazarus, “Until we are all free, we are none of us free”—our destinies are bound up as one. We train and mentor rabbis, community leaders and community organizers through a variety of intensive organizing training programs, in person and online.
In the coming year, for example, we’ll be running our 18-month Clergy Fellowship, wherein we will train and support teams of rabbis in Miami and St. Louis to engage their congregations in new ways and get involved in local multi-faith, multi-racial organizing. We will also be running a new 6-month long national organizing training program for disabled Jewish organizers in their 20s and 30s -- where participants will get intensive training and individualized coaching as they learn about disability organizing history, the nuts and bolts of running campaigns and how to organize to fight ableism, racism and other forms of exclusion.
We believe that our Jewish religious, historical, and cultural traditions compel us to organize our communities and take powerful action together in support of the pressing social justice issues of our time and that those unique traditions can be an indispensable resource in harnessing the power of faith for justice. Thousands of people we have trained are now tapping these traditions and skills as they work in cities across the country forging relationships, building power, and winning change for all of our communities.
Position Overview:
Over the past two decades, JOIN has grown from a startup with a single program to a multi-program organization with 11 staff, a budget of $1.5 million, and an alumni community of thousands of Jewish organizers, rabbis, and leaders.
As we grow from a small to mid-sized organization, we are quickly outgrowing our existing HR and Finance systems. We are seeking a Director of Finance and Administration who can bring their experience to strengthen our financial management and help us build the systems and processes our organization needs to succeed. We are looking for a talented systems thinker & executer, who will play a leadership role in the organization and ensure that our internal operations are working at the highest level.
Our ideal candidate loves spreadsheets, can look at a process and see the system that will enable or sustain success, and is a terrific teacher and interpersonal communicator who can help others in the organization adopt the new ways of working. This candidate also demonstrates a commitment to our mission, brings a social justice and antiracist lens to their work, and is agile and effective in a fast-paced and evolving environment. This position reports to the Executive Director.
Key Responsibilities:
Finance
Provide financial planning, reporting, forecasting & analysis, including cash flow management, budgeting, and scenario-planning of revenue and expenses.
Ensure accurate and up-to-date records of financial transactions and training staff on relevant systems. Supervise reconciliations by contract bookkeeper. Ensure the integrity of the organization’s financial reports.
Ensure compliance with funders’ reporting requirements (note: JOIN is primarily funded by foundations and individuals, and does not generally have local, state, or federal contracts).
Manage the annual audit and filing of required tax forms.
Collaborate and support the Executive Director, Management Team and Finance Committee of the Board to ensure effective financial management systems are in place and effectively utilized.
Collaborate and provide direction and assistance to other staff regarding accounting and budgeting policies, procedures, internal controls, and efficient utilization of financial resources.
Human Resources
Ensure our staff have the tools, training and support they need to be effective and that the organization has appropriate human resource policies in place.
Develop and implement new personnel policies relevant to our growing organization; maintain employment records for all staff.
Stay up to date on best practices around equity and antiracist approaches to HR administration, and identify opportunities for JOIN to utilize these best practices.
Play a leadership role in supporting an anti-racist staff culture dedicated to continuous learning, effective collaboration, respectful feedback and fun!
Develop systems for hiring and lead job searches that recruit a diverse candidate pool, ensure an equitable selection process, and onboard and sustain fantastic new staff.
Develop a staff retention strategy for JOIN that has equity at the core, including ongoing staff training, opportunities for mentorship and support, and regular opportunities for candid feedback.
Oversee JOIN’s performance evaluation system, including incorporating antiracist and equity competencies as part of regular reviews.
Process payroll and ensure effective onboarding of all new employees to benefits and internal systems; provide support with health and retirement benefits administration, including annual open enrollment.
Administration & Management
Supervise Administrative Assistant.
Work with Administrative Assistant to manage key relationships with vendors and contractors
Work with Administrative Assistant to manage organization of both digital and analog files in compliance with record retention policy.
Oversee the IT infrastructure of the organization.
Assess the need for an office move or transition to a remote workplace.
Oversee transition to a new CRM database system and ensure organization-wide implementation. Work with ED to identify and address other infrastructure needs, as appropriate.
Qualifications
Minimum seven to ten years of overall professional experience and five years of finance and administration. Demonstrated understanding of budget management, internal controls, and non-profit accounting practices; at least three years experience with various aspects of HR, including benefits administration and compliance.
The ideal candidate has experience holding final responsibility for the quality and content of all financial data, reporting and audit coordination for either a division or significant program area, and has overseen a human resources function previously.
Proficiency with Quickbooks and Excel, experience working with CRM databases, and the ability to quickly learn and use other finance-related tools as needed;
Demonstrated commitment and understanding of racial equity and accessibility work at an organizational and structural level.
A successful track record managing complex systems and projects with great attention to detail.
Excellent communication and relationship building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders in an organization that values collaborative team structures and stakeholder buy-in.
Ability to communicate financial concepts to – and to effectively collaborate with -- programmatic and fundraising colleagues who do not have finance backgrounds;
A successful track record in setting priorities; keen analytic, organization and problem solving skills which support and enable sound decision making;
Minimum of a BA, ideally with an MBA/CPA or related degree or equivalent real world experience
Personal qualities of integrity, credibility, and dedication to the mission of JOIN
The ability to work independently and creatively while upholding a commitment to excellence in the context of growing a mid-sized organization amidst an ever-shifting political and public health landscape.
At JOIN for Justice, we believe social justice fights require the voices of those most directly impacted by injustice. JOIN is dedicated to building a culturally diverse and pluralistic staff team -- via internal training, structured reflection exercises and an ongoing investment in the leadership development of staff. JOIN strongly encourages people of color, indigenous people, disabled people, LGBTQ+ people, and immigrants to apply. You do not need to be Jewish.
Compensation and Benefits This is a full-time, Boston-based (preferred), exempt position, with occasional evening and weekend work. Note: All staff are currently working remotely amidst the pandemic. We do not typically work on Shabbat, except for occasional retreats, and are prepared to accommodate Shabbat observance and other religious practice. Salary range is $65,000 to $80,000, commensurate with experience. Excellent benefits, including:
Paid Time Off:
Holidays: 10 federally-recognized holidays, plus up to 13 additional days for Jewish holidays (Rosh Hashanah, Yom Kippur, Sukkot, Shemini Atzeret, Simchat Torah, Passover, Shavuot), as well as 2 floating holidays
Vacation: 12 days in the first year, rising progressively each year to 20 days after three years of employment
Sick Days: 12 per year
Parental Leave: 3 months off work after the birth or adoption of a child. Full-time employees are entitled up to 6 weeks of paid parental leave, based on years of service
Healthcare Benefits:
All full-time staff members are entitled to 80% paid health and dental insurance coverage for individual and family plans
Fully covered life, short and long-term disability insurance
Flexible Spending Account for eligible health related expenses
Retirement Benefits:
After one full year of employment, staff members are entitled to participate in JOIN’s retirement program. JOIN matches up to 5% of the employee’s salary.
To Apply
Please send a cover letter, resume, and 2-3 professional references with phone numbers in a single email to jobs2020@joinforjustice.org . Please include the job title in the subject line.
JOIN for Justice is an equal opportunity employer. We carefully consider applicants for all positions without regard to race, color, religion, creed, gender identity, sexual orientation, national origin, age, disability, marital or veteran status, or any other legally protected status.
Aug 14, 2020
Full time
Position Opening: Director of Finance and Administration
Classification: Full-Time, Exempt
Location: JOIN’s national office in Boston, MA (preferred)
Posted: August 2020
JOIN for Justice is building a powerful field of Jewish leaders capable of effectively organizing for justice, both inside and outside Jewish communities in the US. We organize because, in the words of Emma Lazarus, “Until we are all free, we are none of us free”—our destinies are bound up as one. We train and mentor rabbis, community leaders and community organizers through a variety of intensive organizing training programs, in person and online.
In the coming year, for example, we’ll be running our 18-month Clergy Fellowship, wherein we will train and support teams of rabbis in Miami and St. Louis to engage their congregations in new ways and get involved in local multi-faith, multi-racial organizing. We will also be running a new 6-month long national organizing training program for disabled Jewish organizers in their 20s and 30s -- where participants will get intensive training and individualized coaching as they learn about disability organizing history, the nuts and bolts of running campaigns and how to organize to fight ableism, racism and other forms of exclusion.
We believe that our Jewish religious, historical, and cultural traditions compel us to organize our communities and take powerful action together in support of the pressing social justice issues of our time and that those unique traditions can be an indispensable resource in harnessing the power of faith for justice. Thousands of people we have trained are now tapping these traditions and skills as they work in cities across the country forging relationships, building power, and winning change for all of our communities.
Position Overview:
Over the past two decades, JOIN has grown from a startup with a single program to a multi-program organization with 11 staff, a budget of $1.5 million, and an alumni community of thousands of Jewish organizers, rabbis, and leaders.
As we grow from a small to mid-sized organization, we are quickly outgrowing our existing HR and Finance systems. We are seeking a Director of Finance and Administration who can bring their experience to strengthen our financial management and help us build the systems and processes our organization needs to succeed. We are looking for a talented systems thinker & executer, who will play a leadership role in the organization and ensure that our internal operations are working at the highest level.
Our ideal candidate loves spreadsheets, can look at a process and see the system that will enable or sustain success, and is a terrific teacher and interpersonal communicator who can help others in the organization adopt the new ways of working. This candidate also demonstrates a commitment to our mission, brings a social justice and antiracist lens to their work, and is agile and effective in a fast-paced and evolving environment. This position reports to the Executive Director.
Key Responsibilities:
Finance
Provide financial planning, reporting, forecasting & analysis, including cash flow management, budgeting, and scenario-planning of revenue and expenses.
Ensure accurate and up-to-date records of financial transactions and training staff on relevant systems. Supervise reconciliations by contract bookkeeper. Ensure the integrity of the organization’s financial reports.
Ensure compliance with funders’ reporting requirements (note: JOIN is primarily funded by foundations and individuals, and does not generally have local, state, or federal contracts).
Manage the annual audit and filing of required tax forms.
Collaborate and support the Executive Director, Management Team and Finance Committee of the Board to ensure effective financial management systems are in place and effectively utilized.
Collaborate and provide direction and assistance to other staff regarding accounting and budgeting policies, procedures, internal controls, and efficient utilization of financial resources.
Human Resources
Ensure our staff have the tools, training and support they need to be effective and that the organization has appropriate human resource policies in place.
Develop and implement new personnel policies relevant to our growing organization; maintain employment records for all staff.
Stay up to date on best practices around equity and antiracist approaches to HR administration, and identify opportunities for JOIN to utilize these best practices.
Play a leadership role in supporting an anti-racist staff culture dedicated to continuous learning, effective collaboration, respectful feedback and fun!
Develop systems for hiring and lead job searches that recruit a diverse candidate pool, ensure an equitable selection process, and onboard and sustain fantastic new staff.
Develop a staff retention strategy for JOIN that has equity at the core, including ongoing staff training, opportunities for mentorship and support, and regular opportunities for candid feedback.
Oversee JOIN’s performance evaluation system, including incorporating antiracist and equity competencies as part of regular reviews.
Process payroll and ensure effective onboarding of all new employees to benefits and internal systems; provide support with health and retirement benefits administration, including annual open enrollment.
Administration & Management
Supervise Administrative Assistant.
Work with Administrative Assistant to manage key relationships with vendors and contractors
Work with Administrative Assistant to manage organization of both digital and analog files in compliance with record retention policy.
Oversee the IT infrastructure of the organization.
Assess the need for an office move or transition to a remote workplace.
Oversee transition to a new CRM database system and ensure organization-wide implementation. Work with ED to identify and address other infrastructure needs, as appropriate.
Qualifications
Minimum seven to ten years of overall professional experience and five years of finance and administration. Demonstrated understanding of budget management, internal controls, and non-profit accounting practices; at least three years experience with various aspects of HR, including benefits administration and compliance.
The ideal candidate has experience holding final responsibility for the quality and content of all financial data, reporting and audit coordination for either a division or significant program area, and has overseen a human resources function previously.
Proficiency with Quickbooks and Excel, experience working with CRM databases, and the ability to quickly learn and use other finance-related tools as needed;
Demonstrated commitment and understanding of racial equity and accessibility work at an organizational and structural level.
A successful track record managing complex systems and projects with great attention to detail.
Excellent communication and relationship building skills with an ability to prioritize, negotiate, and work with a variety of internal and external stakeholders in an organization that values collaborative team structures and stakeholder buy-in.
Ability to communicate financial concepts to – and to effectively collaborate with -- programmatic and fundraising colleagues who do not have finance backgrounds;
A successful track record in setting priorities; keen analytic, organization and problem solving skills which support and enable sound decision making;
Minimum of a BA, ideally with an MBA/CPA or related degree or equivalent real world experience
Personal qualities of integrity, credibility, and dedication to the mission of JOIN
The ability to work independently and creatively while upholding a commitment to excellence in the context of growing a mid-sized organization amidst an ever-shifting political and public health landscape.
At JOIN for Justice, we believe social justice fights require the voices of those most directly impacted by injustice. JOIN is dedicated to building a culturally diverse and pluralistic staff team -- via internal training, structured reflection exercises and an ongoing investment in the leadership development of staff. JOIN strongly encourages people of color, indigenous people, disabled people, LGBTQ+ people, and immigrants to apply. You do not need to be Jewish.
Compensation and Benefits This is a full-time, Boston-based (preferred), exempt position, with occasional evening and weekend work. Note: All staff are currently working remotely amidst the pandemic. We do not typically work on Shabbat, except for occasional retreats, and are prepared to accommodate Shabbat observance and other religious practice. Salary range is $65,000 to $80,000, commensurate with experience. Excellent benefits, including:
Paid Time Off:
Holidays: 10 federally-recognized holidays, plus up to 13 additional days for Jewish holidays (Rosh Hashanah, Yom Kippur, Sukkot, Shemini Atzeret, Simchat Torah, Passover, Shavuot), as well as 2 floating holidays
Vacation: 12 days in the first year, rising progressively each year to 20 days after three years of employment
Sick Days: 12 per year
Parental Leave: 3 months off work after the birth or adoption of a child. Full-time employees are entitled up to 6 weeks of paid parental leave, based on years of service
Healthcare Benefits:
All full-time staff members are entitled to 80% paid health and dental insurance coverage for individual and family plans
Fully covered life, short and long-term disability insurance
Flexible Spending Account for eligible health related expenses
Retirement Benefits:
After one full year of employment, staff members are entitled to participate in JOIN’s retirement program. JOIN matches up to 5% of the employee’s salary.
To Apply
Please send a cover letter, resume, and 2-3 professional references with phone numbers in a single email to jobs2020@joinforjustice.org . Please include the job title in the subject line.
JOIN for Justice is an equal opportunity employer. We carefully consider applicants for all positions without regard to race, color, religion, creed, gender identity, sexual orientation, national origin, age, disability, marital or veteran status, or any other legally protected status.
PA Coalition Against Domestic Violence
Pittsburgh, PA
Do you have a passion for social justice and improving systems' responses to victims of domestic violence? Are you someone who is invested in our vision that domestic violence can and must come to an end for the next generation? The Pennsylvania Coalition Against Domestic Violence (PCADV) is dedicated to reducing, preventing, and educating the community about domestic violence. We are currently seeking a Program - Finance Reporting Specialist to assist in the management of the life cycle of new and existing grants.
The Program Financial Specialist assists the Controller in managing the programs (sub-recipients) involved with Department of Human Services (DHS) funding by preparing required federal/ state financial invoices or reports, keeping the Controller aware of any concerns related to the management of the DHS or programs' agreement and working closely with auditors during fieldwork regarding issues of compliance for DHS agreement and participants' agreements.
Duties may include:
Maintaining finance department's finance program files, includes maintaining a detailed list of all current programs including reporting due dates.
Manage agreements including requests for proposals, assistance in preparation of agreements and enforcing agreement terms.
Review and analyze budgets and revision materials in relation to DHS agreement.
Monitor program (sub-recipient) spending and audit processes in line with engagement letters and contracts.
Provide technical assistance to programs including, but not limited to, budget development, invoicing, appropriate federal and state regulations, and audit process.
To be considered for this role, you must possess at least a Bachelor's degree AND a minimum of four years related experience, one year should be in non-profit accounting with multi-stream accounting. An equivalent combination of education and experience may also be considered.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://pcadvjobs.prevueaps.com/jobs/142185-62348.html
Aug 10, 2020
Full time
Do you have a passion for social justice and improving systems' responses to victims of domestic violence? Are you someone who is invested in our vision that domestic violence can and must come to an end for the next generation? The Pennsylvania Coalition Against Domestic Violence (PCADV) is dedicated to reducing, preventing, and educating the community about domestic violence. We are currently seeking a Program - Finance Reporting Specialist to assist in the management of the life cycle of new and existing grants.
The Program Financial Specialist assists the Controller in managing the programs (sub-recipients) involved with Department of Human Services (DHS) funding by preparing required federal/ state financial invoices or reports, keeping the Controller aware of any concerns related to the management of the DHS or programs' agreement and working closely with auditors during fieldwork regarding issues of compliance for DHS agreement and participants' agreements.
Duties may include:
Maintaining finance department's finance program files, includes maintaining a detailed list of all current programs including reporting due dates.
Manage agreements including requests for proposals, assistance in preparation of agreements and enforcing agreement terms.
Review and analyze budgets and revision materials in relation to DHS agreement.
Monitor program (sub-recipient) spending and audit processes in line with engagement letters and contracts.
Provide technical assistance to programs including, but not limited to, budget development, invoicing, appropriate federal and state regulations, and audit process.
To be considered for this role, you must possess at least a Bachelor's degree AND a minimum of four years related experience, one year should be in non-profit accounting with multi-stream accounting. An equivalent combination of education and experience may also be considered.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://pcadvjobs.prevueaps.com/jobs/142185-62348.html
PA Coalition Against Domestic Violence
PHILADELPHIA, PA
Do you have a passion for social justice and improving systems' responses to victims of domestic violence? Are you someone who is invested in our vision that domestic violence can and must come to an end for the next generation? The Pennsylvania Coalition Against Domestic Violence (PCADV) is dedicated to reducing, preventing, and educating the community about domestic violence. We are currently seeking a Grant Reporting - Finance Specialist to assist in the management of new and existing grants.
The Grant Reporting - Finance Specialist (Specialist) assists the Controller in developing budgets for new grants and preparing budget modifications/revisions for existing grants; prepares and files all quarterly reports and monthly grant managers' reports; monitors each grant spending to ensure compliance with relevant federal and state regulations; works closely with auditors during fieldwork regarding issues of compliance for all funding sources, especially grant expenditures and closeouts; monitors the ratio of budget/expenses of all grants on a monthly basis.
Duties will include:
Maintaining finance department's grant files, includes maintaining a detailed list of all current grants including reporting due dates and grant purpose on the active grant list.
Manage full life cycle of grant budgets such as development of new grants, input budgets into the accounting system, budget analysis for each report produced.
Completing grant reporting, including filing all necessary financial reports with various funding agencies
Providing technical assistance to grant recipients including, but not limited to, budget development, invoicing, appropriate federal and state regulations, and audit process.
To be considered for this role, you must possess at least a Bachelor's degree AND a minimum of four years related experience in finance or accounting, one year should be in non-profit accounting with multi-stream accounting. An equivalent combination of education and experience may also be considered.
Additionally, the following are required:
Excellent written and verbal communication skills.
Demonstrated ability to follow strict rules of confidentiality
Excellent problem solving and critical thinking skills
Demonstrated ability to effectively handle multiple tasks at one time.
Demonstrated ability to manage time, evaluate progress, and adjust activities to complete work within established time frames.
This is a fast-paced, multi-faceted position that offers the exciting opportunity to support and guide a dynamic, mission-driven organization as a member of the PCADV's team. PCADV offers very competitive salaries and an excellent benefits package.
Please note, occasional travel within the Commonwealth of PA is required.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://pcadvjobs.prevueaps.com/jobs/142184-62348.html
Aug 10, 2020
Full time
Do you have a passion for social justice and improving systems' responses to victims of domestic violence? Are you someone who is invested in our vision that domestic violence can and must come to an end for the next generation? The Pennsylvania Coalition Against Domestic Violence (PCADV) is dedicated to reducing, preventing, and educating the community about domestic violence. We are currently seeking a Grant Reporting - Finance Specialist to assist in the management of new and existing grants.
The Grant Reporting - Finance Specialist (Specialist) assists the Controller in developing budgets for new grants and preparing budget modifications/revisions for existing grants; prepares and files all quarterly reports and monthly grant managers' reports; monitors each grant spending to ensure compliance with relevant federal and state regulations; works closely with auditors during fieldwork regarding issues of compliance for all funding sources, especially grant expenditures and closeouts; monitors the ratio of budget/expenses of all grants on a monthly basis.
Duties will include:
Maintaining finance department's grant files, includes maintaining a detailed list of all current grants including reporting due dates and grant purpose on the active grant list.
Manage full life cycle of grant budgets such as development of new grants, input budgets into the accounting system, budget analysis for each report produced.
Completing grant reporting, including filing all necessary financial reports with various funding agencies
Providing technical assistance to grant recipients including, but not limited to, budget development, invoicing, appropriate federal and state regulations, and audit process.
To be considered for this role, you must possess at least a Bachelor's degree AND a minimum of four years related experience in finance or accounting, one year should be in non-profit accounting with multi-stream accounting. An equivalent combination of education and experience may also be considered.
Additionally, the following are required:
Excellent written and verbal communication skills.
Demonstrated ability to follow strict rules of confidentiality
Excellent problem solving and critical thinking skills
Demonstrated ability to effectively handle multiple tasks at one time.
Demonstrated ability to manage time, evaluate progress, and adjust activities to complete work within established time frames.
This is a fast-paced, multi-faceted position that offers the exciting opportunity to support and guide a dynamic, mission-driven organization as a member of the PCADV's team. PCADV offers very competitive salaries and an excellent benefits package.
Please note, occasional travel within the Commonwealth of PA is required.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. https://pcadvjobs.prevueaps.com/jobs/142184-62348.html
Reports to: Director, Budget Planning and Forecasting
Staff reporting to this position: None
Department: Finance
Position classification: Exempt, full time
Summary
American Progress is seeking a Budget Analyst to help manage the financial planning and operations of the organization’s portfolio of programs and projects. The Budget Analyst will join a hardworking team of professionals on the Budget Planning and Forecasting team who strive to provide timely, reliable, and valuable business operations support and expertise to the organization. As a member of the team, the Budget Analyst will collaborate with internal and external customers to play an active role in the overall financial success and operational efficiency of American Progress.
Responsibilities:
Program financial management
Provide budgetary and planning support to program and project managers.
Use American Progress internal business applications in conjunction with Microsoft Excel to proactively provide in-depth analyses to forecast project and program costs, develop staffing plans, and provide various financial reports, including actual and projected costs.
Proactively monitor and prepare routine financial analyses of projects to compare plans vs. actuals to ensure the data are in alignment with program projections, identify any potential risks—such as to funding or period of performance—and propose reallocation of funds and reclass expenses when necessary.
Review, analyze, and assist in the development of staffing projections and work in conjunction with program managers, project managers, and group leadership to identify gaps required to meet program or project needs.
Actively engage with American Progress’ leadership, keeping them abreast of potential concerns, risks, and competing priorities.
Assist the Budget Planning and Forecast team in preparing organizationwide deliverables such as quarterly forecasts, midyear budgets, and annual budgets for review by senior finance and executive leadership for presentation to the board of directors for approval.
Respond to financial data calls—recurring and ad hoc.
Proposal budgeting and preparation
Lead financial proposal development in response to requests for proposals and letters of intent.
Work with program managers, project managers, and development leads to assess solicitation requirements; assist in the development and review narratives of scopes of work; identify resource requirements such as labor, supplies, travel, and contracts; and develop cost proposals.
Prepare financial narratives and use information from the internal accounting ERP system to report financials in support of contractual requirements and per the request of customers and program managers.
Partner with program managers and the Development team on project planning in order to forecast spending that will support the execution of agreed upon milestones and deliverables.
Follow the grant cycle from proposal to closeout, ensuring compliance and financial strategies are executed throughout, including by keeping grant files up to date with all pertaining support documentation.
Quality assurance and business-related functions
Perform quality reviews of business support requirements, including proposals, cost impacts, deficit spending, precontract authorization requests, hiring, and other financial and program-related documents.
Enter, manage, and maintain internal information systems, ensuring all department, program, project, and grant data are complete and updated as needed—including in ERP, Concur, Salesforce, and other systems.
Prepare routine and complex journal entries and make time adjustments as needed to assist the monthly close process.
Engage and collaborate with all levels and groups of staff and field requests, responding to queries related to the assigned portfolio.
Seek new innovations to enhance quality, customer service, business processes, quality review meetings, and responses to data calls.
Requirements and qualifications:
Bachelor’s degree or equivalent experience in a business area such as accounting, business administration, finance, economics, or other relevant field.
At least two years of relevant experience in the areas of financial and cost analysis, management control, and/or proposal preparation.
Comfortable working with a team in a fast-paced environment and meeting multiple tight deadlines.
Highly skilled in Microsoft Excel.
Strong verbal and written communication skills.
Proven ability as a self-starter with a high level of initiative, critical thinking, and ability to communicate effectively with internal and external customers.
Active listener with a strong work ethic and a positive, can-do attitude.
Preferred
Previous experience working with an ERP accounting system such as Sage, Oracle, or SAP, with a preference for Unanet.
Working knowledge of data visualization software such as Power BI, Tableau, or another analytics software.
Ability to develop briefing materials and graphical presentations, as well as ability to make formal oral presentations of these materials to all levels of staff.
Experience working with senior staff and providing guidance and training.
Knowledgeable of the project management process.
Jul 21, 2020
Full time
Reports to: Director, Budget Planning and Forecasting
Staff reporting to this position: None
Department: Finance
Position classification: Exempt, full time
Summary
American Progress is seeking a Budget Analyst to help manage the financial planning and operations of the organization’s portfolio of programs and projects. The Budget Analyst will join a hardworking team of professionals on the Budget Planning and Forecasting team who strive to provide timely, reliable, and valuable business operations support and expertise to the organization. As a member of the team, the Budget Analyst will collaborate with internal and external customers to play an active role in the overall financial success and operational efficiency of American Progress.
Responsibilities:
Program financial management
Provide budgetary and planning support to program and project managers.
Use American Progress internal business applications in conjunction with Microsoft Excel to proactively provide in-depth analyses to forecast project and program costs, develop staffing plans, and provide various financial reports, including actual and projected costs.
Proactively monitor and prepare routine financial analyses of projects to compare plans vs. actuals to ensure the data are in alignment with program projections, identify any potential risks—such as to funding or period of performance—and propose reallocation of funds and reclass expenses when necessary.
Review, analyze, and assist in the development of staffing projections and work in conjunction with program managers, project managers, and group leadership to identify gaps required to meet program or project needs.
Actively engage with American Progress’ leadership, keeping them abreast of potential concerns, risks, and competing priorities.
Assist the Budget Planning and Forecast team in preparing organizationwide deliverables such as quarterly forecasts, midyear budgets, and annual budgets for review by senior finance and executive leadership for presentation to the board of directors for approval.
Respond to financial data calls—recurring and ad hoc.
Proposal budgeting and preparation
Lead financial proposal development in response to requests for proposals and letters of intent.
Work with program managers, project managers, and development leads to assess solicitation requirements; assist in the development and review narratives of scopes of work; identify resource requirements such as labor, supplies, travel, and contracts; and develop cost proposals.
Prepare financial narratives and use information from the internal accounting ERP system to report financials in support of contractual requirements and per the request of customers and program managers.
Partner with program managers and the Development team on project planning in order to forecast spending that will support the execution of agreed upon milestones and deliverables.
Follow the grant cycle from proposal to closeout, ensuring compliance and financial strategies are executed throughout, including by keeping grant files up to date with all pertaining support documentation.
Quality assurance and business-related functions
Perform quality reviews of business support requirements, including proposals, cost impacts, deficit spending, precontract authorization requests, hiring, and other financial and program-related documents.
Enter, manage, and maintain internal information systems, ensuring all department, program, project, and grant data are complete and updated as needed—including in ERP, Concur, Salesforce, and other systems.
Prepare routine and complex journal entries and make time adjustments as needed to assist the monthly close process.
Engage and collaborate with all levels and groups of staff and field requests, responding to queries related to the assigned portfolio.
Seek new innovations to enhance quality, customer service, business processes, quality review meetings, and responses to data calls.
Requirements and qualifications:
Bachelor’s degree or equivalent experience in a business area such as accounting, business administration, finance, economics, or other relevant field.
At least two years of relevant experience in the areas of financial and cost analysis, management control, and/or proposal preparation.
Comfortable working with a team in a fast-paced environment and meeting multiple tight deadlines.
Highly skilled in Microsoft Excel.
Strong verbal and written communication skills.
Proven ability as a self-starter with a high level of initiative, critical thinking, and ability to communicate effectively with internal and external customers.
Active listener with a strong work ethic and a positive, can-do attitude.
Preferred
Previous experience working with an ERP accounting system such as Sage, Oracle, or SAP, with a preference for Unanet.
Working knowledge of data visualization software such as Power BI, Tableau, or another analytics software.
Ability to develop briefing materials and graphical presentations, as well as ability to make formal oral presentations of these materials to all levels of staff.
Experience working with senior staff and providing guidance and training.
Knowledgeable of the project management process.
Reports to: Director, Budget Planning and Forecasting
Staff reporting to this position: None
Department: Finance
Position classification: Exempt, full time
Summary
American Progress is seeking a Budget Analyst to help manage the financial planning and operations of the organization’s portfolio of programs and projects. The Budget Analyst will join a hardworking team of professionals on the Budget Planning and Forecasting team who strive to provide timely, reliable, and valuable business operations support and expertise to the organization. As a member of the team, the Budget Analyst will collaborate with internal and external customers to play an active role in the overall financial success and operational efficiency of American Progress.
Responsibilities:
Program financial management
Provide budgetary and planning support to program and project managers.
Use American Progress internal business applications in conjunction with Microsoft Excel to proactively provide in-depth analyses to forecast project and program costs, develop staffing plans, and provide various financial reports, including actual and projected costs.
Proactively monitor and prepare routine financial analyses of projects to compare plans vs. actuals to ensure the data are in alignment with program projections, identify any potential risks—such as to funding or period of performance—and propose reallocation of funds and reclass expenses when necessary.
Review, analyze, and assist in the development of staffing projections and work in conjunction with program managers, project managers, and group leadership to identify gaps required to meet program or project needs.
Actively engage with American Progress’ leadership, keeping them abreast of potential concerns, risks, and competing priorities.
Assist the Budget Planning and Forecast team in preparing organizationwide deliverables such as quarterly forecasts, midyear budgets, and annual budgets for review by senior finance and executive leadership for presentation to the board of directors for approval.
Respond to financial data calls—recurring and ad hoc.
Proposal budgeting and preparation
Lead financial proposal development in response to requests for proposals and letters of intent.
Work with program managers, project managers, and development leads to assess solicitation requirements; assist in the development and review narratives of scopes of work; identify resource requirements such as labor, supplies, travel, and contracts; and develop cost proposals.
Prepare financial narratives and use information from the internal accounting ERP system to report financials in support of contractual requirements and per the request of customers and program managers.
Partner with program managers and the Development team on project planning in order to forecast spending that will support the execution of agreed upon milestones and deliverables.
Follow the grant cycle from proposal to closeout, ensuring compliance and financial strategies are executed throughout, including by keeping grant files up to date with all pertaining support documentation.
Quality assurance and business-related functions
Perform quality reviews of business support requirements, including proposals, cost impacts, deficit spending, precontract authorization requests, hiring, and other financial and program-related documents.
Enter, manage, and maintain internal information systems, ensuring all department, program, project, and grant data are complete and updated as needed—including in ERP, Concur, Salesforce, and other systems.
Prepare routine and complex journal entries and make time adjustments as needed to assist the monthly close process.
Engage and collaborate with all levels and groups of staff and field requests, responding to queries related to the assigned portfolio.
Seek new innovations to enhance quality, customer service, business processes, quality review meetings, and responses to data calls.
Requirements and qualifications:
Bachelor’s degree or equivalent experience in a business area such as accounting, business administration, finance, economics, or other relevant field.
At least two years of relevant experience in the areas of financial and cost analysis, management control, and/or proposal preparation.
Comfortable working with a team in a fast-paced environment and meeting multiple tight deadlines.
Highly skilled in Microsoft Excel.
Strong verbal and written communication skills.
Proven ability as a self-starter with a high level of initiative, critical thinking, and ability to communicate effectively with internal and external customers.
Active listener with a strong work ethic and a positive, can-do attitude.
Preferred
Previous experience working with an ERP accounting system such as Sage, Oracle, or SAP, with a preference for Unanet.
Working knowledge of data visualization software such as Power BI, Tableau, or another analytics software.
Ability to develop briefing materials and graphical presentations, as well as ability to make formal oral presentations of these materials to all levels of staff.
Experience working with senior staff and providing guidance and training.
Knowledgeable of the project management process.
Jun 29, 2020
Full time
Reports to: Director, Budget Planning and Forecasting
Staff reporting to this position: None
Department: Finance
Position classification: Exempt, full time
Summary
American Progress is seeking a Budget Analyst to help manage the financial planning and operations of the organization’s portfolio of programs and projects. The Budget Analyst will join a hardworking team of professionals on the Budget Planning and Forecasting team who strive to provide timely, reliable, and valuable business operations support and expertise to the organization. As a member of the team, the Budget Analyst will collaborate with internal and external customers to play an active role in the overall financial success and operational efficiency of American Progress.
Responsibilities:
Program financial management
Provide budgetary and planning support to program and project managers.
Use American Progress internal business applications in conjunction with Microsoft Excel to proactively provide in-depth analyses to forecast project and program costs, develop staffing plans, and provide various financial reports, including actual and projected costs.
Proactively monitor and prepare routine financial analyses of projects to compare plans vs. actuals to ensure the data are in alignment with program projections, identify any potential risks—such as to funding or period of performance—and propose reallocation of funds and reclass expenses when necessary.
Review, analyze, and assist in the development of staffing projections and work in conjunction with program managers, project managers, and group leadership to identify gaps required to meet program or project needs.
Actively engage with American Progress’ leadership, keeping them abreast of potential concerns, risks, and competing priorities.
Assist the Budget Planning and Forecast team in preparing organizationwide deliverables such as quarterly forecasts, midyear budgets, and annual budgets for review by senior finance and executive leadership for presentation to the board of directors for approval.
Respond to financial data calls—recurring and ad hoc.
Proposal budgeting and preparation
Lead financial proposal development in response to requests for proposals and letters of intent.
Work with program managers, project managers, and development leads to assess solicitation requirements; assist in the development and review narratives of scopes of work; identify resource requirements such as labor, supplies, travel, and contracts; and develop cost proposals.
Prepare financial narratives and use information from the internal accounting ERP system to report financials in support of contractual requirements and per the request of customers and program managers.
Partner with program managers and the Development team on project planning in order to forecast spending that will support the execution of agreed upon milestones and deliverables.
Follow the grant cycle from proposal to closeout, ensuring compliance and financial strategies are executed throughout, including by keeping grant files up to date with all pertaining support documentation.
Quality assurance and business-related functions
Perform quality reviews of business support requirements, including proposals, cost impacts, deficit spending, precontract authorization requests, hiring, and other financial and program-related documents.
Enter, manage, and maintain internal information systems, ensuring all department, program, project, and grant data are complete and updated as needed—including in ERP, Concur, Salesforce, and other systems.
Prepare routine and complex journal entries and make time adjustments as needed to assist the monthly close process.
Engage and collaborate with all levels and groups of staff and field requests, responding to queries related to the assigned portfolio.
Seek new innovations to enhance quality, customer service, business processes, quality review meetings, and responses to data calls.
Requirements and qualifications:
Bachelor’s degree or equivalent experience in a business area such as accounting, business administration, finance, economics, or other relevant field.
At least two years of relevant experience in the areas of financial and cost analysis, management control, and/or proposal preparation.
Comfortable working with a team in a fast-paced environment and meeting multiple tight deadlines.
Highly skilled in Microsoft Excel.
Strong verbal and written communication skills.
Proven ability as a self-starter with a high level of initiative, critical thinking, and ability to communicate effectively with internal and external customers.
Active listener with a strong work ethic and a positive, can-do attitude.
Preferred
Previous experience working with an ERP accounting system such as Sage, Oracle, or SAP, with a preference for Unanet.
Working knowledge of data visualization software such as Power BI, Tableau, or another analytics software.
Ability to develop briefing materials and graphical presentations, as well as ability to make formal oral presentations of these materials to all levels of staff.
Experience working with senior staff and providing guidance and training.
Knowledgeable of the project management process.
Citi Foundation
388 Greenwich St, New York, NY 20013
Citi Foundation works to promote economic progress and improve the lives of people in low-income communities around the world. We invest more than $70 million annually in 80+ countries and territories to advance financial inclusion, prepare young people for the 21st century economy and spur economic opportunity in low-income communities.
Reporting to the Director of Programs, the Project Manager is responsible for coordinating cross-functional efforts in support of the Foundation’s strategic priorities and local grant programming.
Key Responsibilities:
Project manage complex and cross-functional local grant program efforts, including coordinating budgets, managing grant request submission timelines and developing annual project plans in partnership with Citi Foundation Program Officers and Citi community relations and operations and finance teams
Review grant applications and progress/final reports – including analysing financial statements, operating budgets and governing documents
Prepare and coordinate team’s contribution towards CRA reporting and/or documentation
Conduct periodic peer benchmarking, and industry trend analysis and support team knowledge-building efforts
Prepare/design high-level internal and external PowerPoint presentations
Support the drafting and editing of written resources, such as talking points and fact sheets
Stay abreast of relevant research and public policy issues and develop relationships with other philanthropic funders and leaders in the field
Manage and respond to internal and external inquires
Assist with the planning and execution of meetings and special events or projects
Qualifications :
BA degree in a related field
3+ years in philanthropy, corporate social responsibility, or related field
Expertise in financial capability, employability and/or public-private partnership development preferred
Knowledge and experience of how corporate foundations operate preferred
Ability to work as part of a collaborative team and contribute positively to a high energy, high performing team environment
Exceptional analytic, financial analysis and problem solving skills
Excellent time management and prioritization skills with an ability to juggle competing demands
Excellent facilitation skills and the ability to influence an partner with colleagues effectively
Strong verbal and written communication skills as well as presentation skills
Ability to think strategically and exhibit sound independent judgment
Ability to establish and maintain effective internal and external working relationships
Exceptional work ethic, ability to work under deadline and strong attention to detail
Strong working knowledge and proficiency in Word, Excel, and PowerPoint.
If you have any questions, please feel free to reach out to me directly at: isabelle.charlotte.rodas@citi.com
Jun 10, 2020
Full time
Citi Foundation works to promote economic progress and improve the lives of people in low-income communities around the world. We invest more than $70 million annually in 80+ countries and territories to advance financial inclusion, prepare young people for the 21st century economy and spur economic opportunity in low-income communities.
Reporting to the Director of Programs, the Project Manager is responsible for coordinating cross-functional efforts in support of the Foundation’s strategic priorities and local grant programming.
Key Responsibilities:
Project manage complex and cross-functional local grant program efforts, including coordinating budgets, managing grant request submission timelines and developing annual project plans in partnership with Citi Foundation Program Officers and Citi community relations and operations and finance teams
Review grant applications and progress/final reports – including analysing financial statements, operating budgets and governing documents
Prepare and coordinate team’s contribution towards CRA reporting and/or documentation
Conduct periodic peer benchmarking, and industry trend analysis and support team knowledge-building efforts
Prepare/design high-level internal and external PowerPoint presentations
Support the drafting and editing of written resources, such as talking points and fact sheets
Stay abreast of relevant research and public policy issues and develop relationships with other philanthropic funders and leaders in the field
Manage and respond to internal and external inquires
Assist with the planning and execution of meetings and special events or projects
Qualifications :
BA degree in a related field
3+ years in philanthropy, corporate social responsibility, or related field
Expertise in financial capability, employability and/or public-private partnership development preferred
Knowledge and experience of how corporate foundations operate preferred
Ability to work as part of a collaborative team and contribute positively to a high energy, high performing team environment
Exceptional analytic, financial analysis and problem solving skills
Excellent time management and prioritization skills with an ability to juggle competing demands
Excellent facilitation skills and the ability to influence an partner with colleagues effectively
Strong verbal and written communication skills as well as presentation skills
Ability to think strategically and exhibit sound independent judgment
Ability to establish and maintain effective internal and external working relationships
Exceptional work ethic, ability to work under deadline and strong attention to detail
Strong working knowledge and proficiency in Word, Excel, and PowerPoint.
If you have any questions, please feel free to reach out to me directly at: isabelle.charlotte.rodas@citi.com
Cascade AIDS Project (CAP), the oldest and largest AIDS Service Organization (ASO) in Oregon and Southwest Washington, is committed to supporting and empowering all people living with or affected by HIV, reduce stigma, and provide the LGBTQ+ community and beyond with compassionate healthcare. Learn more about us at http://www.cascadeaids.org.
CAP is currently hiring for a Chief Financial Officer. The Chief Financial Officer (CFO) is a key member of the CAP Executive leadership team, engaged in defining the overall financial strategy and direction of the CAP center, working closely with the Board of Directors, its Finance Committee, and CAP’s Chief Executive Officer (CEO). The position provides financial oversight, expertise, and leadership to CAP’s strategic mission. They also work closely with the senior leadership of CAP, communicate the annual budget and financial policies of CAP to stakeholders, contribute to strategic conversations and to the overall success of CAP’s mission efforts.
This full-time position reports to the CEO and will work at CAP’s Davis St. office in downtown Portland. Travel throughout the county as well as evening and weekend work are occasionally required.
Required Qualifications:
Bachelor’s degree in accounting, finance, business or closely related field
Minimum of ten years of accounting and financial management experience demonstrating increasing professional responsibility and growth
Extensive senior finance experience in a non-profit 501 c 3 organization
Ability to define problems, collect data, establish facts and structure analysis for complex business issues.
Ability to comprehend and create financial analysis and effectively communicate the information to executive management and the Board of Directors
High level of business acumen, including successful P&L management and the ability to balance the delivery of programs against the realities of a budget
Must possess sound business judgment, exercise professional conduct, understand and uphold business ethics and standards, and maintain a high level of confidentiality in all duties
Ability to consistently make good decisions through a combination of analysis, wisdom, experience and judgment; abilities in problem solving, project management and creative resourcefulness
High level of functionality in a fast-moving environment requiring timely assessment to redirect limited resources to shifting priorities
Strong written and verbal communication skills along with strong interpersonal and organizational abilities
A keen sense of how to balance executive decision-making with deep collaboration among all levels of staff
Experience with Federal cost principles and Uniform Guidance Subpart F (A-133) audit requirements for Single Audits
Extensive grants and contracts management experience
Must be proficient in the use of computer spreadsheet and database applications, fund accounting software, and Microsoft Office applications (Word, Powerpoint, Outlook) and working knowledge of the internet
Preferred Qualifications:
MBA or equivalent strongly preferred
Healthcare financial experience
Experience working with Boards of Directors and Board Committees
Experience working as management in a unionized environment
Strategic planning experience
Coaching / mentoring experience
Compensation: $95,000 – $100,000 depending on experience (DOE) and qualifications, employer-paid health, dental, vision, short-term and long-term disability and life insurance; 401(k) retirement plan with generous employer matching contribution, 125C cafeteria savings plan; generous vacation and health leave benefits.
Closing Date: Open until filled.
To apply for this position, mail, email, fax, or deliver the following three documents:
1) a complete cover letter (attached as Word or pdf) that serves as an example of your writing and addresses how you meet all of the required qualifications specific to the position you are applying for,
2) your resume, and
3) a completed CAP Employment application (available at http://www.cascadeaids.org/about/careers/) to:
jobs@cascadeaids.org
- or –
Cascade AIDS Project
Chief Financial Officer Position
520 NW Davis St., Suite 215
Portland, Oregon 97209
Fax: 503-223-6437
Cascade AIDS Project is an Equal Employment Opportunity/Affirmative Action Employer
People of color, women, LGBTQ+ individuals and people living with HIV are strongly encouraged to apply.
May 29, 2020
Full time
Cascade AIDS Project (CAP), the oldest and largest AIDS Service Organization (ASO) in Oregon and Southwest Washington, is committed to supporting and empowering all people living with or affected by HIV, reduce stigma, and provide the LGBTQ+ community and beyond with compassionate healthcare. Learn more about us at http://www.cascadeaids.org.
CAP is currently hiring for a Chief Financial Officer. The Chief Financial Officer (CFO) is a key member of the CAP Executive leadership team, engaged in defining the overall financial strategy and direction of the CAP center, working closely with the Board of Directors, its Finance Committee, and CAP’s Chief Executive Officer (CEO). The position provides financial oversight, expertise, and leadership to CAP’s strategic mission. They also work closely with the senior leadership of CAP, communicate the annual budget and financial policies of CAP to stakeholders, contribute to strategic conversations and to the overall success of CAP’s mission efforts.
This full-time position reports to the CEO and will work at CAP’s Davis St. office in downtown Portland. Travel throughout the county as well as evening and weekend work are occasionally required.
Required Qualifications:
Bachelor’s degree in accounting, finance, business or closely related field
Minimum of ten years of accounting and financial management experience demonstrating increasing professional responsibility and growth
Extensive senior finance experience in a non-profit 501 c 3 organization
Ability to define problems, collect data, establish facts and structure analysis for complex business issues.
Ability to comprehend and create financial analysis and effectively communicate the information to executive management and the Board of Directors
High level of business acumen, including successful P&L management and the ability to balance the delivery of programs against the realities of a budget
Must possess sound business judgment, exercise professional conduct, understand and uphold business ethics and standards, and maintain a high level of confidentiality in all duties
Ability to consistently make good decisions through a combination of analysis, wisdom, experience and judgment; abilities in problem solving, project management and creative resourcefulness
High level of functionality in a fast-moving environment requiring timely assessment to redirect limited resources to shifting priorities
Strong written and verbal communication skills along with strong interpersonal and organizational abilities
A keen sense of how to balance executive decision-making with deep collaboration among all levels of staff
Experience with Federal cost principles and Uniform Guidance Subpart F (A-133) audit requirements for Single Audits
Extensive grants and contracts management experience
Must be proficient in the use of computer spreadsheet and database applications, fund accounting software, and Microsoft Office applications (Word, Powerpoint, Outlook) and working knowledge of the internet
Preferred Qualifications:
MBA or equivalent strongly preferred
Healthcare financial experience
Experience working with Boards of Directors and Board Committees
Experience working as management in a unionized environment
Strategic planning experience
Coaching / mentoring experience
Compensation: $95,000 – $100,000 depending on experience (DOE) and qualifications, employer-paid health, dental, vision, short-term and long-term disability and life insurance; 401(k) retirement plan with generous employer matching contribution, 125C cafeteria savings plan; generous vacation and health leave benefits.
Closing Date: Open until filled.
To apply for this position, mail, email, fax, or deliver the following three documents:
1) a complete cover letter (attached as Word or pdf) that serves as an example of your writing and addresses how you meet all of the required qualifications specific to the position you are applying for,
2) your resume, and
3) a completed CAP Employment application (available at http://www.cascadeaids.org/about/careers/) to:
jobs@cascadeaids.org
- or –
Cascade AIDS Project
Chief Financial Officer Position
520 NW Davis St., Suite 215
Portland, Oregon 97209
Fax: 503-223-6437
Cascade AIDS Project is an Equal Employment Opportunity/Affirmative Action Employer
People of color, women, LGBTQ+ individuals and people living with HIV are strongly encouraged to apply.
Job Summary
The Programming Unit in the Public Works Department seeks an innovative individual who is a self-starter, highly motivated and can work under tight deadlines and understands the sense of urgency with the ability to jump in and figure it out.
As the Capital Programming Specialist Senior, you will plan, prioritize, forecast and monitor the coordination of capital programs. You will have an understanding of methods and procedures of finance that include; reconciliating, grant accounting, and auditing. You will have to have the ability to clearly coordinate and communicate (verbal and written) funding availability, legalities, and regulations to remain in compliance with the funding partners.
Qualifications
Education and Experience: Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
Graduation from a four-year college or university with major course work in Business Administration, Accounting, Finance, Engineering, Public Administration, Planning, Project Management Or other related discipline and minimum two (2) years related work experience
Or Associates Degree in a related discipline and minimum four (4) years related work experience.
Minimum four (4) years’ experience in a position comparable to a Capital Programs Specialist
Ability to pass a Grant Writing Exam
A valid Washington State driver’s license at time of hire
Ideal attributes:
Strong critical thinking, problem solving and analytical skills
Excellent verbal and written communication skills
Excellent report writing skills
Highly organized, with the ability to prioritize and manage time well in order to meet deadlines
Possess the ability to thrive in a fast-paced, high growth environment
Attention to detail to be vigilant in analysis to come to correct conclusions
Be a team player who is approachable and supportive; able to contribute ideas and recommendations
Ability to establish and maintain effective working relationships with all level of the organization
HOW TO APPLY:
An online application is required. For complete job announcement, application requirements, and to apply on-line, please visit our website at: https://www.clark.wa.gov/human-resources/explore-careers-clark-county Salary Grade: Local 17 Engineers.211 ($32.59 - $41.62) per hour Close Date: Open until filled
May 20, 2020
Full time
Job Summary
The Programming Unit in the Public Works Department seeks an innovative individual who is a self-starter, highly motivated and can work under tight deadlines and understands the sense of urgency with the ability to jump in and figure it out.
As the Capital Programming Specialist Senior, you will plan, prioritize, forecast and monitor the coordination of capital programs. You will have an understanding of methods and procedures of finance that include; reconciliating, grant accounting, and auditing. You will have to have the ability to clearly coordinate and communicate (verbal and written) funding availability, legalities, and regulations to remain in compliance with the funding partners.
Qualifications
Education and Experience: Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:
Graduation from a four-year college or university with major course work in Business Administration, Accounting, Finance, Engineering, Public Administration, Planning, Project Management Or other related discipline and minimum two (2) years related work experience
Or Associates Degree in a related discipline and minimum four (4) years related work experience.
Minimum four (4) years’ experience in a position comparable to a Capital Programs Specialist
Ability to pass a Grant Writing Exam
A valid Washington State driver’s license at time of hire
Ideal attributes:
Strong critical thinking, problem solving and analytical skills
Excellent verbal and written communication skills
Excellent report writing skills
Highly organized, with the ability to prioritize and manage time well in order to meet deadlines
Possess the ability to thrive in a fast-paced, high growth environment
Attention to detail to be vigilant in analysis to come to correct conclusions
Be a team player who is approachable and supportive; able to contribute ideas and recommendations
Ability to establish and maintain effective working relationships with all level of the organization
HOW TO APPLY:
An online application is required. For complete job announcement, application requirements, and to apply on-line, please visit our website at: https://www.clark.wa.gov/human-resources/explore-careers-clark-county Salary Grade: Local 17 Engineers.211 ($32.59 - $41.62) per hour Close Date: Open until filled
The Titanic Hotel United Kingdom are currently recruiting applicants to fill in the vacant positions, all countries can apply.Interested applicants should forward his/her updated resume and valid passport to our recruiting Officer on this email: whartfordnewdimensiontowers@gmail.com
May 13, 2020
Full time
The Titanic Hotel United Kingdom are currently recruiting applicants to fill in the vacant positions, all countries can apply.Interested applicants should forward his/her updated resume and valid passport to our recruiting Officer on this email: whartfordnewdimensiontowers@gmail.com
Founded in 1936, the National Wildlife Federation (NWF or Federation) is America's largest and most trusted grassroots conservation organization with 52 state/territorial affiliates and more than six million members and supporters, including hunters, anglers, gardeners, birders, hikers, campers, paddlers, and outdoor enthusiasts of all stripes. The Federation's mission is to unite all Americans to ensure wildlife thrive in our rapidly changing world through programming focused on conserving wildlife, restoring habitats and waterways, expanding outdoor opportunities, connecting children with nature, and addressing the causes and consequences of climate change.
To support our mission, we seek a Controller to join our team in Reston, VA.
In this role you will develop, implement, and maintain the financial operations' infrastructure to support our financial management needs. You will establish the appropriate recording and reporting processes and procedures required to safeguard the company's assets, and will ensure that NWF has effective internal controls and are complying with all government, state, GAAP, and other regulatory requirements. Additionally you will prepare analyses and recommendations on potential reporting and tax impact for new ventures and unrelated business income activities. You'll serve as the liaison between NWF staff and auditors, banks, investment managers, insurance broker, vendors, etc.
Your major areas of responsibility include:
Assisting the CFO with the financial oversight of the department. Developing financial operation infrastructure, including systems, policies, processes and procedures, documentation, and staff communications to meet the internal management and external reporting needs for the organization. Ensuring internal controls are in place to safeguard NWF’s assets and public trust.
Implementing and staying abreast of IRS, GAAP, FASB, federal, state and other regulatory requirements that affect the accounting and reporting of NWF financial activities.
Establishing framework and providing guidance for the Federation’s cash management/treasury functions. This includes: banking, cash flow analysis and projections, investments, insurance, credit card services and other outsourced vendors. Ensuring that investment decisions made by the NWF Board committee are executed and properly recorded and reported.
Direct oversight of accounting operations, including financial reporting, treasury, purchasing and payroll, general accounting, fixed assets and financial systems. Reviewing workflow in these areas and identifying efficiencies and process improvements while managing and mentoring team members. Indirectly responsible for the oversight of federal, state business and charitable solicitation registrations and reporting to watchdog agencies.
Serving as the lead person in Finance to review non-grant related contracts for NWF. Keeping the CFO and other senior Finance staff informed of significant developments and potential new commitments. Working with General Counsel to ensure that contracts are reviewed within established guidelines and time frames. Responsible for obtaining input and notification of proposed arrangements with the appropriate managers in Finance and across the organization. Providing and maintaining financial terms and definitions for sample contracts. Serving as the lead Finance staff on tracking and reporting of lobbying activity and working with General Counsel on organization wide contracts and lobbying training.
Directly managing the Federation’s financial audits including the fiscal year end and, in coordination with the Director of Finance, review of the federal grants (OMB A-133). Assisting in design and implementation of process changes to address auditor management letter comments. Indirectly managing or directly assisting with the pension and retirement, state, travel, IRS Form 990, Charity Navigator and BBB filings, etc.
Assisting the CFO and other key finance staff with preparing financial presentations, communications and analysis to the senior staff, board of directors and committees of NWF. Monitoring, analyzing, and reporting on financial performance to CFO, members, donors and the public.
Overseeing the monthly closing process by communicating regularly with payroll, accounts payable, treasury, grants management, budget and planning, and general accounting areas to ensure financial statements are properly stated. Monitoring reports, account reconciliations and reviewing journal entries prior to posting to ensure transactions are recorded accurately.
Working with the Director of Finance and Philanthropy department staff on the appropriate recording and reporting of trusts, estates and other gift planning instruments. Working with Directors and Managers across the organization to ensure their needs are met and Finance is providing excellent customer service.
Other duties or special projects as assigned to meet the department’s objectives.
Qualifications:
College degree in Accounting or Finance and CPA.
At least 10 years of progressively responsible financial management and accounting operations experience preferably with some work in the non-profit industry and coordinating audits.
Strong managerial skills. Able to build and motivate teams and can also be a team player who embraces NWF’s collaborative culture. Recognizes and respects diversity.
Excellent written and oral communications with various levels of staff and management, auditors, consultants and vendors. Handles conflict and negotiations effectively.
Ability to manage time efficiently, multi-task and prioritize work to consistently meet deadlines.
Demonstrated ability to research an issue, obtain and evaluate appropriate facts, and reach a sound conclusion in a timely manner.
Maintains confidential information. Must have a high level of integrity, good judgement, and attention to detail with a commitment to high quality work products.
Experience with financial systems and technology with a drive to optimize system solutions to improve processes and workloads. Ability to learn Infor CloudSuite and other accounting software.
Strong MS Office with advanced Excel skills required.
Takes the initiative to make things happen. Sets long-range goals and implements short-range actions to achieve them.
Willingness to work after normal business hours to meet deliverables and deadlines, especially during fiscal year end and the annual audit.
Your actions are expected to reflect the staff values of the National Wildlife Federation: collaboration, mindfulness, empowerment, inclusivity, and mission focus.
There may be some limited travel in this role.
Application:
Applications will be reviewed on a rolling basis.
The National Wildlife Federation offers excellent benefits, including 16 weeks of paid FMLA leave, competitive compensation, and a family-friendly, flexible work environment.
We strive to increase diversity, equity, inclusion and justice (DEIJ) in all elements of our work and with our partners to support the interdependent needs of wildlife and people in a rapidly changing world. We recruit, employ, train compensate, and promote regardless of race, religion, creed, national origin, ancestry, sex (including pregnancy), sexual orientation, gender identity (including gender nonconformity and status as a transgender or transsexual individual), age, physical or mental disability, citizenship, genetic information, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law. We are proud to be an equal opportunity employer. Applicants are invited to learn more about National Wildlife Federation’s commitment to diversity, equity, and inclusion at https://www.nwf.org/About-Us/DEIJ .
If you have a disability and require an accommodation or assistance with our online application process, please tell us how we can help by calling us at 703-438-6244.
If you meet more than 75% of the qualifications of this description, we support your application. If selected, a background check will be conducted.
Candidates should submit a cover letter and resume.
May 07, 2020
Full time
Founded in 1936, the National Wildlife Federation (NWF or Federation) is America's largest and most trusted grassroots conservation organization with 52 state/territorial affiliates and more than six million members and supporters, including hunters, anglers, gardeners, birders, hikers, campers, paddlers, and outdoor enthusiasts of all stripes. The Federation's mission is to unite all Americans to ensure wildlife thrive in our rapidly changing world through programming focused on conserving wildlife, restoring habitats and waterways, expanding outdoor opportunities, connecting children with nature, and addressing the causes and consequences of climate change.
To support our mission, we seek a Controller to join our team in Reston, VA.
In this role you will develop, implement, and maintain the financial operations' infrastructure to support our financial management needs. You will establish the appropriate recording and reporting processes and procedures required to safeguard the company's assets, and will ensure that NWF has effective internal controls and are complying with all government, state, GAAP, and other regulatory requirements. Additionally you will prepare analyses and recommendations on potential reporting and tax impact for new ventures and unrelated business income activities. You'll serve as the liaison between NWF staff and auditors, banks, investment managers, insurance broker, vendors, etc.
Your major areas of responsibility include:
Assisting the CFO with the financial oversight of the department. Developing financial operation infrastructure, including systems, policies, processes and procedures, documentation, and staff communications to meet the internal management and external reporting needs for the organization. Ensuring internal controls are in place to safeguard NWF’s assets and public trust.
Implementing and staying abreast of IRS, GAAP, FASB, federal, state and other regulatory requirements that affect the accounting and reporting of NWF financial activities.
Establishing framework and providing guidance for the Federation’s cash management/treasury functions. This includes: banking, cash flow analysis and projections, investments, insurance, credit card services and other outsourced vendors. Ensuring that investment decisions made by the NWF Board committee are executed and properly recorded and reported.
Direct oversight of accounting operations, including financial reporting, treasury, purchasing and payroll, general accounting, fixed assets and financial systems. Reviewing workflow in these areas and identifying efficiencies and process improvements while managing and mentoring team members. Indirectly responsible for the oversight of federal, state business and charitable solicitation registrations and reporting to watchdog agencies.
Serving as the lead person in Finance to review non-grant related contracts for NWF. Keeping the CFO and other senior Finance staff informed of significant developments and potential new commitments. Working with General Counsel to ensure that contracts are reviewed within established guidelines and time frames. Responsible for obtaining input and notification of proposed arrangements with the appropriate managers in Finance and across the organization. Providing and maintaining financial terms and definitions for sample contracts. Serving as the lead Finance staff on tracking and reporting of lobbying activity and working with General Counsel on organization wide contracts and lobbying training.
Directly managing the Federation’s financial audits including the fiscal year end and, in coordination with the Director of Finance, review of the federal grants (OMB A-133). Assisting in design and implementation of process changes to address auditor management letter comments. Indirectly managing or directly assisting with the pension and retirement, state, travel, IRS Form 990, Charity Navigator and BBB filings, etc.
Assisting the CFO and other key finance staff with preparing financial presentations, communications and analysis to the senior staff, board of directors and committees of NWF. Monitoring, analyzing, and reporting on financial performance to CFO, members, donors and the public.
Overseeing the monthly closing process by communicating regularly with payroll, accounts payable, treasury, grants management, budget and planning, and general accounting areas to ensure financial statements are properly stated. Monitoring reports, account reconciliations and reviewing journal entries prior to posting to ensure transactions are recorded accurately.
Working with the Director of Finance and Philanthropy department staff on the appropriate recording and reporting of trusts, estates and other gift planning instruments. Working with Directors and Managers across the organization to ensure their needs are met and Finance is providing excellent customer service.
Other duties or special projects as assigned to meet the department’s objectives.
Qualifications:
College degree in Accounting or Finance and CPA.
At least 10 years of progressively responsible financial management and accounting operations experience preferably with some work in the non-profit industry and coordinating audits.
Strong managerial skills. Able to build and motivate teams and can also be a team player who embraces NWF’s collaborative culture. Recognizes and respects diversity.
Excellent written and oral communications with various levels of staff and management, auditors, consultants and vendors. Handles conflict and negotiations effectively.
Ability to manage time efficiently, multi-task and prioritize work to consistently meet deadlines.
Demonstrated ability to research an issue, obtain and evaluate appropriate facts, and reach a sound conclusion in a timely manner.
Maintains confidential information. Must have a high level of integrity, good judgement, and attention to detail with a commitment to high quality work products.
Experience with financial systems and technology with a drive to optimize system solutions to improve processes and workloads. Ability to learn Infor CloudSuite and other accounting software.
Strong MS Office with advanced Excel skills required.
Takes the initiative to make things happen. Sets long-range goals and implements short-range actions to achieve them.
Willingness to work after normal business hours to meet deliverables and deadlines, especially during fiscal year end and the annual audit.
Your actions are expected to reflect the staff values of the National Wildlife Federation: collaboration, mindfulness, empowerment, inclusivity, and mission focus.
There may be some limited travel in this role.
Application:
Applications will be reviewed on a rolling basis.
The National Wildlife Federation offers excellent benefits, including 16 weeks of paid FMLA leave, competitive compensation, and a family-friendly, flexible work environment.
We strive to increase diversity, equity, inclusion and justice (DEIJ) in all elements of our work and with our partners to support the interdependent needs of wildlife and people in a rapidly changing world. We recruit, employ, train compensate, and promote regardless of race, religion, creed, national origin, ancestry, sex (including pregnancy), sexual orientation, gender identity (including gender nonconformity and status as a transgender or transsexual individual), age, physical or mental disability, citizenship, genetic information, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law. We are proud to be an equal opportunity employer. Applicants are invited to learn more about National Wildlife Federation’s commitment to diversity, equity, and inclusion at https://www.nwf.org/About-Us/DEIJ .
If you have a disability and require an accommodation or assistance with our online application process, please tell us how we can help by calling us at 703-438-6244.
If you meet more than 75% of the qualifications of this description, we support your application. If selected, a background check will be conducted.
Candidates should submit a cover letter and resume.
