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Financial Records Specialist
2 months ago
Position Summary
The role involves managing and maintaining intricate financial documentation for both internal and external stakeholders. This position requires interaction across various organizational levels, addressing and resolving complex financial reporting challenges, notifying senior management of any financial system or control discrepancies, and suggesting suitable corrective measures.
This position is under the supervision of the VP Finance / CFO.
COMPENSATION: $33.28 PER HOUR
Key Responsibilities
To excel in this role, the individual must effectively carry out each key responsibility, with or without reasonable accommodations. The following qualifications represent the necessary knowledge, skills, and abilities required. Reasonable accommodations may be provided to enable individuals with disabilities to fulfill the essential functions of this role.
- Compiles, analyzes, and investigates financial data utilized in generating comprehensive financial reports, including special assignments.
- Prepares financial schedules and related documentation for the Annual Financial Report and submissions to relevant authorities, while assisting independent auditors as necessary.
- Processes and submits reimbursement requests for Grant Funds through appropriate systems, and reports monthly expenditures as required.
- Maintains specialized databases and engages in the enhancement of accounting systems, including subsystem implementations and modifications, while recommending upgrades to departmental information systems and procedures.
- Evaluates existing accounting practices and proposes necessary enhancements.
- Assesses the relevance of current procedures by reviewing guidelines from regulatory bodies and makes adjustments as needed; performs various technical and administrative tasks related to financial data preparation, reconciliation, and presentation.
- Reviews pending charges for accuracy and validity, makes necessary corrections, closes financial records, and prepares essential journal entries; generates various financial reports for presentation to management and external entities.
- Collects, analyzes, and prepares documentation for both internal and external use that conveys financial and budgetary information effectively; provides guidance to managers in the preparation of the Annual Consolidated Operating Budget and various program budgets; develops income projections and spreadsheets for annual budget compilation; oversees the fiscal inventory of fixed assets, ensuring accurate reporting for additions, deletions, and transfers, while maintaining proper documentation.
- Assists fellow accountants within the department as needed.
Minimum Qualifications
A Bachelor's Degree in Accounting with substantial experience in the field, or a combination of equivalent education and experience.
Preferred Qualifications
A minimum of five years of relevant experience. Certified Public Accountant (CPA) designation is preferred.
Special Qualifications
Possession of a valid state identification or driver's license.
Working Conditions
The characteristics listed below represent the physical demands, agility requirements, sensory needs, and environmental exposures necessary for successful performance in this role. Reasonable accommodations may be made to enable individuals with disabilities to fulfill the essential functions of this position.
- Employees primarily sit for extended periods but may occasionally walk or stand.
- This role involves physical agility requirements such as climbing, stooping, kneeling, crouching, crawling, reaching, pushing, pulling, repetitive motions, and manual dexterity.
- Sensory requirements include standard vision capabilities, the ability to articulate ideas clearly, and standard hearing requirements.