Accounting Clerk

COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC. Classification:
Part-Time, Non-Exempt (Hourly) Mission:
Creating lasting impact by empowering passionate donors and volunteers to foster vibrant communities

Reports To:

Chief Financial Officer Position Summary

The Accounting Clerk / Office Assistant supports the Foundation’s financial operations by maintaining financial investment records, preparing reconciliations and reports, processing accounts payable and grants payable, maintaining pledge records, and posting general ledger entries within our database (Foundant’s Community Suite). This position also assists with special projects as needed and supports general office operations.

Assist the Chief Financial Officer with day-to-day, month-end, and year-end finance operations, including the following:

• Manage daily processing of contributions received in the Platteville office and serve as backup support for contribution processing in other offices as needed
• Prepare monthly journal entries, including maintaining fixed asset depreciation and amortization schedules, along with adjusting and reclassification entries
• Perform monthly reconciliation and analysis of designated general ledger accounts
• Serve as backup, as needed, for balance swaps (transfers between investment accounts and checking accounts)
• Prepare quarterly financial reports for the Board of Directors and various committees, as needed
• Assist in the preparation of monthly financial reports and other financial analyses upon request
• Maintain organized and accurate files for account reconciliations and other accounting records
• Complete nonprofit fundholder audit confirmations
• Maintain vendor files, including W-9 documentation, and prepare annual 1099 work papers by required deadlines
• Assist in preparing work papers for the annual audit and Form 990 reporting
• Handle office maintenance requests and purchase necessary office supplies

• Demonstrates accuracy and strong attention to detail
• Effectively sets schedules and meets deadlines
• Builds and maintains positive working relationships with staff, donors, grantees, fund advisors, board members, and committee members
• Exercises maturity and discretion when handling confidential information
• Asks thoughtful questions and practices active listening
• Takes responsibility for actions and takes pride in work
• Remains flexible and open to feedback
  
  Handles internal and external communications professionally
• Identifies efficiencies and cost-saving opportunities
• Exhibits a genuine commitment to the position and the Foundation’s mission

• None

• Part-time position, approximately 20 hours per week
• Office hours are Monday through Thursday, five hours per day
• Daily schedule may be adjusted based on mutual expectations and operational needs
• Compensation is based on education and experience
• Eligible for select part-time benefits, which include paid holidays, personal days, volunteer days, sick leave, and vacation. Also eligible for 401K employer contributions after one year of employment (no match required).

• Minimum of two (2) years of experience in data entry and accounting
• Strong working knowledge of Microsoft Office 365
• Nonprofit accounting experience preferred

• Ability to remain seated for extended periods; climb one flight of stairs; stand, reach, and bend while filing, copying, and storing supplies; and lift up to 15 pounds