Finance Clerk

Please Note:
If you viewed this position through a job board (Linked In, Indeed, Zip Recruiter, etc.) and are looking to apply, please do so by viewing our open jobs on our website: CPCA Employment Opportunities.

Association’s Mission:

California Primary Care Association's (CPCA's) mission is to lead and position community clinics, health centers and networks through advocacy, education, and services as key players in the health care delivery system to improve the health status of their communities.

Purpose of Position:

The Accounting Coordinator will assist the team in managing daily, monthly, and annual deadlines, and a multitude of accounting activities including general ledger maintenance, grant reporting, financial reporting, and year-end audit preparation. This position will perform general accounting and administrative functions related to local, state, and federal grants, with a high focus on subrecipient grant monitoring. Position will also perform professional accounting activities for specialized, complex and/or functional areas requiring knowledge and application of accounting principles, practices, and techniques in accordance with GAAP.

Primary Responsibilities:

• Review and approve subrecipient grant budgets, invoices, and financial reports.
• Assist with compiling and analyzing financial data to prepare journal entries for general ledger accounts.
• Maintain accurate and up-to-date financial records.
• Prepare monthly inception-to-date reports for reviewing budget-to-actual reports by grant and generating forecasts by grant.
• Maintains up to date information on compliance for federal grant funding.
• Monitor and track grant funding, ensuring compliance with federal and state funding.
• Prepare financial reporting to funder for federal grants.
• Collaborate with program managers and finance teams to ensure proper grant allocations and spending for federal grant funding.
• Maintain grant documentation and support audit requests related to grant funding.
• Complete monthly bank reconciliations for all deposit accounts.
• Support internal and external audits by preparing financial documentation and reports.
• Assist with month-end and year-end closing processes, ensuring financial accuracy.
• Work closely with finance and grants management to improve financial tracking and reporting.
• Provide support to staff regarding financial and grant-related policies and procedures.
• Build and maintain positive relations with customers and staff.

Additional Responsibilities:

• Support the Association’s Strategic Plan deliverables.
• Respond promptly and thoroughly to member inquires.
• High levels of interaction with association members, vendors, and strategic partners.
• Travel for national and regional meetings, trainings, and site visits by air and ground transportation, as required.
• Report regularly to supervisor.
• Other duties as assigned.

Skills and Abilities:

• Solid time management, problem solving and organizational skills.
• Highly organized, detail-oriented, ability to multi-task and prioritize workload.
• Strong interpersonal and professional ability when engaging with customers, partners, and staff.
• Excellent written and verbal communication skills.
• Strong proficiency with Microsoft Office and web-based software and applications.
• Manages projects, plans strategically, and adapts to frequent change in a fast-paced environment.
• Maintain a helpful attitude and collaborate with multi-departmental teams.

Education and Experience:

• Bachelor’s degree in accounting or finance required. Relevant experience may be considered in lieu of degree requirement.
• Minimum two years of accounting experience required.
• Experience with HRSA or other federal grant programs is highly desirable.
• Experience with community health centers, member-driven associations or…