Finance and Operations Specialist

Job Purpose

This position works to ensure the Foundations finances and operations run smoothly and efficiently by providing inward-facing customer support to Foundation leadership and outward-facing customer support to charities and for-profit business clients. This position trouble-shoots customer (both internal and external) communications, resolves financial questions (particularly uncleared checks, lost payments, and funding inquiries but also employee payroll questions), works with outsourced bookkeepers and auditors to provide clear and accurate reporting, and works with the Board of the Foundation to track and support the Foundation’s performance and reputation.

Job Duties and Responsibilities

• Act as liaison to third party bookkeepers to ensure financial processes are adhered to, preparing reports for leadership and board as needed, printing paper checks, and resolving issues as needed.

• Oversee high volume of accounts payable and receivable via ACH and paper check.

• Contact charities that have failed to process payments with the aim of completing the grantmaking process.

• Manage finance related email communications and respond to inquiries from charities or clients with accurate and appropriate responses consistent with the values of the Foundation.

• Assist leadership with financial reports, annual budget, audits, board materials, and long-range business plans as needed/requested.

• Provide “separation of duties” for financial transactions by approving grant-making and payment processing initiated by leadership. Ensure internal controls are sound.

• Create and maintain accurate process documentation for financial activities and systems.

• Support leadership with HR as needed, including acting as a liaison for payroll-related issues for employees and contract issues for contractors.

• Support leadership with Foundation’s compliance with regulatory requirements for nonprofit organizations operating in multiple States with the assistance of an outsourced compliance company.

• Manage operational subscriptions, including technical license and contract revisions.

• Support charity-related communications as needed including charity profile submissions for online publication.

Required Qualifications

• Solid understanding of nonprofit bookkeeping and accounts payable/receivable principles and ability to read and understand 990s.

• Superior communication skills including English speaking, writing, and editing of documents with consistent application of grammatical rules.

• Strong analytical skills in both the financial arena and diplomacy.

• Ability to self-manage multiple tasks at once and deliver on a deadline.

Education

• A minimum of 3 years of demonstrable experience in non-profit or business bookkeeping and accounting.

• College degree preferred.

Skills and Experience

• Fluency in Microsoft office software, particularly the use of Excel spreadsheets, MS Word, Outlook, Teams, and MS Powerpoint and the ability to quickly learn new database platforms such as AkoyaGo

• Strong web-based search and online information capture

• Able to set up and maintain computer workstation connected to the internet

• Demonstrated experience volunteering and/or working with nonprofit organizations and interest in contributing to the greater good

• Optimistic attitude and friendly, generous demeanor

Working Conditions

• Work location is remote within 48 contiguous states

• Working hours to overlap with business hours of East and West Coast of US

• Availability for regularly scheduled virtual weekly meetings, generally between 9am-5pm Eastern Time

Compensation

• Hourly based on experience; non-exempt part-time employee

• 20-25 hours per week

• PTO available

  Position start date is 2/1/2025. Please submit resume and cover letter to: kate@simplegenerosity.org and kristina@simplegenerosity.org