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Financial Operations Manager

2 months ago

Eau Claire, Wisconsin, United States LSS Full time
Job Summary

We are seeking a highly skilled Senior Accountant to join our team at Lutheran Social Services of WI and Upper MI. As a key member of our Financial Services Team, you will be responsible for providing exceptional financial management services to our program directors, supervisors, managers, and team leaders.

Key Responsibilities
  • Provide accurate and timely financial information and reports to support business decisions.
  • Assist in the recording of financial transactions and maintain accurate financial records.
  • Design and implement internal control procedures to ensure proper financial transaction recording.
  • Develop and maintain a thorough understanding of our accounting software, financial reporting, and general ledger structure.
  • Initiate and oversee various day-to-day banking transactions.
  • Prepare and document general ledger entries, including proper support.
  • Complete and resolve assigned complex account reconciliations independently.
  • Prepare monthly expense-based invoices and supporting documentation for funders of various programs.
  • Compile and prepare financial data, analysis, and reports using various software and financial applications.
  • Assist in the preparation for annual financial and single audits, including preparation of schedules and reports.
  • Develop and maintain standardized policies and procedures to support accounting practice within the general ledger.
  • May be responsible for a smaller HUD or tax credit project, including all accounting processes and procedures, reporting, and may include leading an audit with an external firm.
  • Support in the preparation of annual budgets as needed.
  • Initiate, establish, and maintain effective internal and external working relationships, including partnering with programs and project personnel by providing financial support, fluctuation analysis, and responding timely to inquiries.
  • Stay abreast of and be actively engaged in implementation of employee training for changing business requirements, including documentation of processes and procedures.
  • Be a resource to finance team members.
  • Be proactive and facilitate project assignments.
  • Maintain high ethical standards in financial reporting.
  • Communicate concisely and effectively while also demonstrating positivity.
Additional Requirements
  • Must comply with agency and departmental policies and regulations.
  • Must relate to individuals and families of varied ethnic and cultural backgrounds, ages, and economic circumstances with respect and dignity.
  • Must support the Mission, Vision, and Values of the Agency.
Perks
  • Public Service Loan Forgiveness (PSLF) - Eligible for loan forgiveness under the Public Service Loan Forgiveness program.
  • Medical/Dental/Vision Insurance
  • Flex Spending for Dependent & Health Care
  • Mileage reimbursement
  • Paid Time Off
  • 10 Paid Holidays
  • Ability to Contribute to 403B
  • LSS makes annual raises a priority for employees
  • Calm Wellness App – Premium Access
  • Early Earned Wage Access with UKG Wallet
  • Employee Assistance Program
  • Service Awards and Recognition
Education and/or Experience

Position requires a bachelor's degree in accounting together with a minimum of 3+ years financial accounting and/or auditing experience. Employee must possess technical skills in the areas of financial data record keeping, financial reporting, and the use of business software tools. A high level of customer satisfaction and co-worker respect must be demonstrated. Employee should be flexible and able to manage multiple tasks at a time. Proper attention to detail is essential to be successful in this role. Ability to define problems, collect data, establish facts, and draw valid conclusions.

Certificates, Licenses, Registrations

The incumbent of this position must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements.

Language Skills

Ability to communicate both in verbal and written format, effectively and efficiently in job. Employee must be able to read and understand English and US Dollar currency. Employee must be able to read, analyze, and interpret common technical journals, financial reports, and legal documents. Employee must be able to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Employee must have the ability to effectively present information to customers, vendors, and other employees of the organization.

Computer Skills/Technology

To perform this job successfully, an individual should have knowledge and proficiency in the use of software and financial applications, databases, spreadsheets, and word processing.

Physical Demands/Work Environment

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds, carrying and moving printed records and printer paper. Specific vision abilities required by this job include close vision and the ability to adjust focus.

The incumbent of this position works in a hybrid environment. Working from home is available for a substantial portion of work time, however, there may be time when it is required to be in the office for team support and meetings and during peak work times. Includes also working in an air-conditioned, office environment. The incumbent will also be exposed to outdoor weather conditions when traveling on company business. The noise level in the work environment is usually moderate.

Travel

Position does not require regular travel but may be asked to travel on day and overnight trips as necessary.