Duties & Responsibilities
1. Perform accurate and timely data entry of financial and accounting information into internal systems
2. Support bookkeeping functions, including categorizing, recording, and summarizing financial transactions
3. Assist in the preparation of financial reports, including balance sheets, income statements, and cash flow reports
4. Maintain organized financial documentation through scanning, filing, and logging of records
5. Support budget development and tracking, including monthly forecasts and annual budget preparation
6. Review, verify, and process employee expense reports in accordance with organizational policy
7. Process accounts payable and receivable, including vendor invoices and billing documentation
8. Maintain accurate and up-to-date financial records to ensure compliance with state, federal, municipal, and grant requirements
9. Assist in coordinating external financial audits, including preparation of documentation for CPA firms
10. Perform bank and account reconciliations to ensure accuracy across financial systems
11. Provide administrative and financial support related to the organization’s strategic planning initiatives
Requirements
Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or related field preferred
1–3 years of experience in bookkeeping, accounting, or financial administration
Proficiency with accounting software and Microsoft Excel
Strong attention to detail and accuracy in financial data management
Ability to handle confidential information with integrity
Excellent organizational and time management skills
Knowledge, sKILLS, & competencies