Qualifications
• Bookkeeper with 3-5 years’ experience
• QuickBooks online expert, certification required
• Must possess a flexible personality, be energetic and a self-starter, passionate about our cause, and comfortable working in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Effective written and oral communicator; data-driven
• Excellent organization and time-management skills; attention to detail
• Salesforce.com experience
• Highly recommended – proven experience as a Salesforce Administrator or Executive/Program Assistant
• High integrity needed to handle confidential information
• Proficiency/certifications in MS Office (MS Excel and MS PowerPoint, in particular)
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to multi-task
• Ability to anticipate next steps and react to problems by providing support and solutions
Responsibilities
• This is a visible and collaborative role for supporting executive leadership functions with discretion and confidentiality
• Responsible for all bookkeeping, government grant tracking, and all financial reports
• Administrative liaison for backend business relationships (HR PEO, Accountant, etc.)
• Salesforce.com data, process, and reporting expert
• Maintain accurate records for government grant data collection
• Maintain SFDC, financial requests, and reconciliations for program
• Provide administrative assistance, such as writing and editing correspondence and drafts
• Excellent computer skills, including the proficiency in the use of Microsoft Office Suite (Word, PowerPoint, Excel)
• Organizing meetings, including scheduling and travel (once annually)
• Prepare, process, and file request for payment forms and other financial transactions
• Assist in the preparation of regularly scheduled financial reports
• Prepare, reconcile, and submit all expense reports from Advocates
• Special projects; create draft templates, PowerPoints, spreadsheets, agenda material