Finance and Operations Assistant

POSITION DESCRIPTION – Finance and Operations Assistant

The Community Foundation’s Finance and Operations Assistant position will be a good fit for a detail oriented, tech‑savvy professional with accounting experience, strong organizational skills, initiative, and a sense of ownership for their work who enjoys working with a team of caring individuals toward the common goal of strengthening our community.

• Assist with accounts payable and accounts receivable, including data entry and processing.
• Maintain accurate financial records and filing systems.
• Support monthly, quarterly, and annual finance reporting processes.
• Assist with bank reconciliations and monitoring cash flow.
• Prepare and process journal entries as directed.
• Provide administrative support for audits and compliance requirements.
• Complete bank deposits.

• Database management activities, such as creating and updating funds, profiles for donors, partners, and volunteers; using the database to produce letters, reports, and mailing lists.
• Process donations and complete gift entry and acknowledgement processes.
• Collaborate with the Development Team to support alignment of gift processing and development goals for effective donor engagement and stewardship.
• Maintain required documentation and record‑keeping in compliance with record‑retention policies, including supporting the transition to electronic records.
• Perform regular data audits and duplication cleaning, supporting strong data integrity across the organization.

• Process donor advised fund grant awards, letters, and payments.
• Support designated fund grant awards, letters, and stewardship as needed.
• Support organizational fund grant awards as needed.

• Maintain and coordinate office supply inventory, including equipment needs.
• Schedule facility maintenance and improvements.
• Assist all staff with operating system and IT related issues.

• Empathetic and collaborative team member
• Accurate and attentive to detail with strong organizational skills
• Self‑motivated, self‑directed, follows through on commitments
• Flexible, open‑minded, curious, and trustworthy
• Ability to learn integrated software systems
• Previous database experience preferred but not required
• Proficiency with Adobe, Microsoft Word, Excel, and Teams
• Ability to approach work with integrity and confidentiality
• Ability to initiate creative ideas and implement them in the workplace
• Possessing strong verbal, written, and relational communication skills
• Ability to reflect and learn
• Knowledge of Charlevoix County community

• Full‑time position, with office hours 8 am – 4 pm and optional Friday afternoons
• Ample Paid Time Off
• Flexible and positive work environment

• Professional and comfortable office space
• Starting salary of $50,000
• Generous annual 401(k) contribution
• Health/Dental/Vision benefits or cash‑in‑lieu of benefits
• Professional development budget
• Annual branded gear allowance