Finance Liaison

Description

The YWCA White Plains & Central Westchester is a mission-driven nonprofit organization dedicated to eliminating racism, empowering women, and promoting peace, justice, freedom, and dignity for all. Through a diverse range of programs and services, including childcare, youth development, health and wellness, supportive housing, and economic empowerment, the YWCA works to strengthen individuals, families, and communities throughout Westchester County. Our work is grounded in equity, opportunity, and a commitment to creating lasting community impact.

The Finance Liaison supports the financial operations that make this mission possible by coordinating across Finance, programs, membership, residence, and operations. The role helps ensure billing, reconciliations, reporting, and grant and contract tracking are accurate and completed on schedule. Working closely with the CFO and the YWCA's outsourced finance team (BTQ Financial), the Liaison helps resolve questions, maintain accountability, and keep financial processes moving across departments.

This role is well suited to someone who is organized, financially savvy, and comfortable working across departments, with an understanding that strong financial operations are essential to organizational sustainability and the YWCA's ability to serve its community.

• Coordinate YWCA inputs to BTQ's month-end close and follow up on open items with the CFO, BTQ and YWCA departments.
• Serve as the main in-house contact for routine finance requests. Route questions, track responses, and elevate overdue or recurring issues.
• Document and maintain procedures for YWCA billing and account activity in Daxko Operations, Brightwheel, and Yardi, including billing inputs, adjustments, refunds, write-offs, and chargebacks. Reference BTQ's procedures for accounting and government contract billing rather than duplicating them.
• Confirm invoices have complete supporting documentation and follow the AP approval matrix before routing them for payment: BTQ completes the initial coding and approval, the Program Director provides the second approval, and the CEO approves invoices above $3,000. The CFO releases payments, with the COO as backup. The Finance Liaison has no approval or payment rights in

• Coordinate membership billing and collections with Membership, using BTQ's program-level trends and accounts-receivable aging to monitor balances and follow up on exceptions. Work with Membership to address failed auto-payments, credits, discounts, and waivers in Daxko Operations. Ensure refunds and write-offs receive approval within CFO-set limits before processing. Coordinate member follow-up on chargebacks, which BTQ records against program-fee revenue in Intacct.
• Provide BTQ with the reports and explanations needed for the monthly reconciliation of membership activity, cash and adjustments.
• Confirm that membership adjustments have a documented reason, supporting information, and required approval before they are made. YWCA staff process Daxko Operations adjustments, such as credits, waivers, and account corrections; BTQ posts Intacct adjustments. Maintain the supporting audit trail in the applicable system. Membership remains responsible for member communication and account follow-up.

• Work with BTQ, the Director of Operations, and program leaders to keep contract terms, rates, funding sources, billing schedules, and system billing plans accurate and current for childcare, after school, camp, aquatics, gymnastics and competitive teams, and other fee-based programs.
• Maintain a program contract…