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Financial Operations Specialist

2 months ago

San Francisco, California, United States San Francisco Foundation Full time
Job Summary

The San Francisco Foundation is seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team. As a key member of our Finance Department, you will be responsible for providing high-level administrative support and leading areas of work, including budget processing and project management assistance towards execution of departmental activities.

Key Responsibilities
  • Provides general accounting support, including preparing journal entries, reconciliations, schedules, and account analysis, and providing support in fulfilling the responsibilities of the Finance Department.
  • Contributes to Foundation-wide projects and will be cross-trained with other staff members to provide back-up when needed.
  • Prepares, completes, processes, and reconciles financial reports for review by department leadership; assesses areas for data integrity improvement, and works as part of a team that oversees the fiscal health of the organization.
  • Applies general accounting principles relative to gift processing, invoice and payment processing, and cash management of SFF revenues and expenses and in support of our fiscal responsibilities.
  • Works closely with the Grants Management and Philanthropy and Gift Planning teams to ensure grants and gifts are processed timely and are recorded properly.
  • Prepares journal entry and reconciliation reports.
  • Ensures timely investment of funds received or to transfer funds to cover weekly grants paid out.
  • Collaborates with the Finance team in making recommendations for improving processes and assisting with documenting and updating procedures.
Requirements
  • 2-4 years of transferable position and industry experience.
  • Attention to detail and accuracy, ability to plan and organize, effective verbal and written communication and problem-solving skills.
  • Ability to work in a collaborative office environment.
  • Experience using ERP systems.
  • Bachelor's degree in accounting or finance with significant accounting coursework preferred or equivalent work experience.
  • Proven professional experience in accounting and automated financial and expense reporting systems.
  • Experience within a non-profit or philanthropic organization is a plus.
  • Intermediate to advanced computer/software skills, including Microsoft 365 (Outlook, Word, PowerPoint, Excel, & Teams) and Zoom.
  • Ability to learn, navigate and manage online platforms, including Fluxx, Qlik Sense, Smartsheet, Salesforce, Concur, Financial Edge NXT, and Power Plan.
What We Offer

The San Francisco Foundation offers a competitive total compensation package including base compensation in alignment with our organizational budget size and rich medical and fringe benefits offerings. This position pays $3,956.33 per pay period.

Work Environment

The Foundation has adopted a long-term hybrid in-person and remote work policy. Dedicated to its employee health and safety, The Foundation will continue to make decisions in accordance with San Francisco County and California mandates. Employees must reside or plan to relocate within the San Francisco Bay Area.