Financial Operations Specialist

United Way of Broome County Office and off-site locations, as needed

Monday – Friday 8:30 – 4:30 pm. Evenings and weekend hours may be required as needed for community events and meetings.

Please send cover letter and resume to:
United Way of Broome County, Inc.
Finance PO Box 550
Binghamton, NY 13902

The Financial Operations Specialist performs a variety of finance duties requiring a certain level of experience and skills. Responsibilities may include, but are not limited to, grant reporting; payroll processing; maintaining benefits and leave schedules; reconciling accounts; recording transactions; and preparing monthly journal entries. This position is responsible for ensuring monthly duties are completed in a timely fashion for reports to be completed for the Finance Director, Executive Director and/or Board.

In addition, this position, in conjunction with the Finance Director, oversees the Volunteer Income Tax Assistance (VITA) Program.

• Process bi-weekly payroll and benefits payments for review by the Finance Director.
• Maintaining accurate employee leave schedules, collaborating with payroll service, preparing documentation for insurance audits, and maintaining confidential payroll files.
• Maintain an up-to-date calendar for grants, contracts, and other finance-related deadlines.
• Process cash receipts as needed in the absence of the Accounting Clerk.
• On a monthly basis, review all grant expenditures by program for reasonableness and to determine if any expenditures posted appear unaligned or unreasonable.
• Record In-kind donations monthly.
• Prepare budget vs actual reports for programs, grants and other departments.
• Prepare month-end journal entries for programs, grants, balance sheet accounts, and others based on financial duties for review by the Finance Director.
• Audit journal entries prepared by other Finance department staff.
• Assist the Finance Director with the preparation of the monthly financial statements and other reports that are presented to the Finance Committee.
• On a monthly basis, reconcile the Investments for review by the Finance Director.
• Prepare monthly invoices for fee for service programs.
• Assist the Finance Director with the annual budget process, budgets for grant and programs, and reports for grant applications.
• Assist the Finance Director with the preparation of all necessary schedules, reconciliations, and work-papers to present to the external auditors so they can prepare the organization’s audited financial statements and tax returns Form 990 and Char 500.
• Manage year-end 1099 process.
• Attend meetings as assigned.
• Cross train in all other Finance Department duties.
• Serve as a representative of UWBC and display courtesy, tact, consideration and discretion in all interactions with other members of the UWBC community and public.
• Perform other duties or projects as directed.

• Provide coordination, organization, and supervision for the United Way VITA Program.
• Coordinate and communicate with the Finance Director and VITA site coordinator on all aspects of VITA site management.
• Provide reports to Finance Director as requested for United Way use.
• Coordinate with the Administrative Support Services Coordinator to maintain inventory stock of office supplies necessary to complete tax returns, including copies of IRS/NYS or United Way necessary paperwork and surveys, and supplies for printer.
• Manage volunteer certification process for UWBC staff prior to tax season. Maintain a folder with copies of all certifications with the signed volunteer agreement on site. Update as needed.
• Collaborate with VITA Coordinators to schedule recruitment and trainings of volunteers and other events (i.e. VITA volunteer awards ceremony).

Qualified candidates for the position will possess the following:

Education and Experience

Required:

• Bachelors in accounting with 2 years of related experience or AAS in accounting with five or more years of related experience
• Experience with accounting software required; experience with Quick Books preferred
• Excellent computer skills, including Microsoft Excel and Word
• Knowledge of methods and…