Finance Assistant; or PT

Position Summary

The Finance Assistant supports the daily financial operations of the organization by ensuring the accurate and timely processing of donations, maintaining data integrity within the CRM system, and assisting with financial transactions, reconciliations, and administrative workflows. This position reports directly to the CFO, with day-to-day work direction and supervision provided by the Finance & Operations Associate. Serving as a key point of contact for incoming phone, email, and mail inquiries, this role provides responsive, professional support while upholding strict confidentiality and stewardship standards.

• Accurately enter donation data into the CRM system, process contributions, and ensure timely and precise data management.
• Maintain organized daily workflows and contribute to a collaborative, positive team environment by supporting team members and working alongside them.
• Manage the finance phone line, triaging and directing inquiries appropriately; provide basic online support and assist with gift processing while maintaining strict confidentiality and PCI compliance.
• Respond to a variety of constituent inquiries and requests via phone, email, and mail in a professional and timely manner.
• Deliver a high standard of service in all interactions, assisting with donation-related inquiries, gift processing questions, and requests for records such as annual giving statements.
• Reconcile daily and recurring online donations within the Virtuous CRM system to ensure accuracy and completeness.
• Process daily deposits and banking transactions through Truist in accordance with established procedures.
• Maintain and safeguard the integrity and accuracy of data within the Virtuous database.
• Support and contribute to special projects and initiatives as assigned by leadership.
• Provide support during peak giving seasons, including availability during critical holiday periods (e.g., year-end and post-Christmas processing).

• Be a passionate follower of Jesus, with a demonstrable heart for His Great Commission. You’ll be an avid learner with a desire to grow and be part of shaping a young organization with big goals.
• Be in alignment with our mission, vision, and core values.
• Strong, effective written and spoken communication skills with an ability to communicate cross-culturally with an internationally diverse team.
• Organize, research, and maintain filing systems and document management databases.
• Analyze complex, sensitive problems and situations, evaluate alternatives and make appropriate recommendations.
• Be self-motivated and efficiently prioritize within areas of assigned responsibility.
• Understand, interpret, explain and apply laws, codes, regulations, rules and policies applicable to areas of responsibility related to financial reporting and general internal and external compliance.
• Prepare clear, accurate and concise correspondence, records, reports and other documents.
• Establish and maintain highly effective working relationships with senior management, staff, donors, board members, and others encountered in the course of work. Use a high degree of tact, discretion and diplomacy in dealing with sensitive situations and concerned groups and/or individuals.
• Is required to work in our main office in Raleigh, NC.