Financial Operations Coordinator

1 week ago

Portland, Oregon, United States Northwest Energy Efficiency Alliance Full time
Job Overview

About NEEA

The Northwest Energy Efficiency Alliance (NEEA) collaborates with over 140 electric and natural gas utilities, as well as energy efficiency organizations, to advocate for the adoption of energy-efficient products, services, and practices on behalf of Northwest energy consumers. Since its inception in 1997, NEEA has facilitated energy savings equivalent to powering more than 700,000 homes annually in the Northwest.

NEEA thrives on the energy, intellect, and innovative spirit of dedicated professionals. The organization values diversity and welcomes individuals from various backgrounds, identities, and fields of expertise, regardless of prior experience in the energy sector. If you are skilled, dedicated, and enthusiastic, we invite you to contribute to a sustainable future for all Northwest communities.

Position Summary

As the Financial Operations Coordinator, you will play a vital role within our finance team, supporting the essential functions that drive our organization's success. Your main responsibility will be to assist with daily operations in the finance department, ensuring the integrity of account information.

This role encompasses various accounting tasks, including managing weekly disbursement runs, processing semi-monthly payroll, preparing funder and grant invoices, executing journal entries, and conducting balance sheet reconciliations. Your attention to detail will be crucial in maintaining compliance with audit standards and ensuring accurate project costing.

Additionally, the Financial Operations Coordinator will engage in cross-training for key functions, providing backup support to the Controller as necessary.

The ideal candidate will share our commitment to diversity and inclusion, actively promoting practices and policies that foster equitable outcomes for all.

Salary Range: $75,000 - $85,000, exempt

Key Responsibilities:

  • Manage accounts receivable, including the preparation of funding contribution and cost reimbursement invoices, collections, and transaction recording in the ERP system.
  • Process cash receipts and prepare bank deposits.
  • Review weekly accounts payable disbursement batches.
  • Handle EFT remittance batches and print checks for approval.
  • Prepare and upload Positive Pay and EFT payments to the bank.
  • Conduct quality control and analysis of account coding for disbursement invoices to ensure compliance with audit standards.
  • Ensure project costing accuracy aligns with project contracts.
  • Collaborate with Human Resources to process NEEA's semi-monthly payroll, ensuring timely and accurate payment to staff.
  • Prepare journal entries for review, reconcile general ledger accounts, and manage internal financial statements, including shared cost allocations.
  • Assist in the preparation of monthly financial statements and related analyses.
  • Maintain and update accounting procedure manuals at least annually.
  • Administer financial and budget systems, including user account setup and maintenance.
  • Ensure data integrity between financial and budget systems, facilitating the transfer and reconciliation of transactional and budget information.
  • Provide user support for the NEEA budget system, addressing system inquiries and conducting ad hoc analyses.
  • Perform additional duties as necessary to support the organization's objectives.

Qualifications:

  • Bachelor's degree in business administration, accounting, or a related field required.
  • 5-6 years of accounting or bookkeeping experience, preferably in a nonprofit environment.
  • A combination of education, experience, and training that equips you with the necessary knowledge, skills, and abilities for this role.
  • Business Acumen: Ability to swiftly grasp new accounting concepts and guidance from governing bodies; strong analytical skills.
  • Interpersonal Skills: Expected to collaborate closely with various organizational functions, project contractors, key stakeholders, and the Board of Directors.
  • Communication Skills: Proficient in clear and concise verbal and written communication; capable of explaining complex concepts to non-accounting personnel.
  • Technical Skills: Proficient in Microsoft Excel and Word; experience with financial ERP systems is a plus; ability to learn new software tools as needed.
  • Willingness to work extended hours as required during audits or budget preparation periods.

NEEA's Benefits:

  • 90% of medical/dental premiums covered by NEEA, including dependents.
  • Employer-funded Health Savings Account.
  • 136 hours of PTO per year.
  • Automatic 6% retirement contribution with an additional 2% matching.
  • Flexible work environment, including hybrid work options and 9/80 schedule availability.
  • Opportunities for professional development.

NEEA is an Equal Opportunity Employer.

This position is based in the Portland, OR metro area, with a hybrid work location. Candidates must be able to work at least 2 days per week onsite. Finalists must have eligibility to work in the US, as NEEA does not provide VISA sponsorship or allow remote work outside of the US.

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