Finance Support Associate

Requisition #:

7404

# of openings:

1

Employment Type:

Full time

Position Status:

Permanent

Category:

Non-Bargaining

Workplace Arrangement:

Hybrid

Fund:

1199

SEIU National Benefit Fund

Job Classification:

Non-Exempt

Responsibilities

• Perform all administrative functions for the Chief Financial Officer (CFO) and Finance Directors

• Prepare and run Accounts Receivable reports, queries and other system reports for use by Accounts Receivable Accountants and Analysts in the completion of their daily activities

• Assist CFO with organization charts and other sensitive materials

• Assist with spreadsheet creation and data analysis, as needed, to support Accountants with analysis and completion of daily activities, cash receipts and collections activities

• Enter requisitions for procurement process for Finance Department

• Create and mail letter confirmations to Employers; track payments from Employers; distribute Withdrawal Liability reports to Employers

• Manage CFO and Directors meeting calendars including setting up interdepartmental meetings to meet Trustee reporting deadlines. Project meeting dates to meet all department deliverables

• Schedule group meetings, reserve appropriate meeting rooms, arrange audiovisual equipment and catering as needed, and coordinate multiple calendars

• Prepare check records and backup for cash application

• Manage the paper and digital record retention process in compliance with departmental and Fund policies and procedures, including scanning Accounts Receivable records

• Scan Accounts Payable records into Oracle

• Sort and distribute mail for the department, manage the petty cash box, and manage department supplies

• Maintain and monitor reporting calendar for reporting deadlines

• Keep weekly timesheets for the Finance Department staff; maintain a shared vacation and in-office calendar for the Finance Department

• Create Finance Department requisitions for creation of purchase orders to submit invoices for payment in Oracle/Net Suite system

• Provide audit support by preparing daily cash receipt records for annual sample testing by external auditors

• Perform additional duties and projects as assigned by management

Qualifications

• Bachelor's degree required

• Minimum two (2) years' experience in a finance department, providing support to management

• Advanced skill level in Excel, PowerPoint, Word, and Adobe Acrobat required

• Accounting background experience preferred

• Excellent organizational as well as verbal and written communication skills; must be able to establish priorities; meet deadlines and multi-task

• Must be able to work independently with minimal supervision and be able to work cooperatively in a group setting

• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands

• Must have high ethical standards and high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires demonstrated integrity, honesty, poise, tact, and diplomacy

• Must be able to interact and communicate with individuals at all levels of the organization in a professional manner