Assistant Treasurer - Columbia
3 days ago
Job description
Columbia nonprofit organization seeking qualified Assistant Treasurer to join their team. The Assistant Treasurer provides essential support to the Treasurer in managing the organization's financial records, transactions, and reporting.This role involves assisting with the management of day-to-day financial operations, maintaining accurate records, preparingreports, and ensuring compliance with financial policies and procedures.
The Assistant Treasurer serves as a trusted steward of funds and contributes to the overall mission of the organization by ensuring responsible financial practices.
QUALIFICATIONS
Bachelor's Degree in Accounting, Finance, or a related field or equivalent combination of education and experience
Minimum of five (5) years of experience in accounting or finance, including:
Preparation of financial statements
Experience with audits
General ledger maintenance
Nonprofit accounting experience preferred
Working knowledge of accounting software, a plus
Ability to maintain accurate records
Understanding of and commitment to the organizations policies
Must pass background checks and drug screening
ESSENTIAL DUTIES AND RESPONSIBILITIES
Financial Recordkeeping & Transactions
Assist the Treasurer and the Finance Assistant with weekly and monthly financial transactions, including deposits, disbursements, and data entry.
Record and maintain accurate financial records in the accounting system.
Assist in maintaining current vendor information and financial agreements.
Cash & Bank Management
Assist with daily banking activities, including deposits and electronic transactions.
Assist with verifying and recording bank charges and earnings on accounts.
Assist in reconciling bank statements and monitoring account balances.
Financial Reporting
Prepare and assist with monthly, quarterly, and annual financial reports (e.g., income statements, balance sheets, cash flow reports).
Generate individual giving statements and reports as requested by the Treasurer.
Assist with compiling data for the annual financial report.
Compliance and Audit
Assist in ensuring compliance with financial regulations, IRS guidelines, and organization policies.
Help prepare documentation and reports for internal and external audits.
Administrative and Departmental Support
Provide administrative support to the Treasurer, including managing financial files, answering finance-related inquiries, and helping prepare reports for committees or leadership.
Assist with reviewing payroll reports.Support the annual stewardship and budgeting process.
Assist with special financial projects and initiatives as directed.
ESSENTIAL KNOWLEDGE, SKILLS, AND ABILITIES
Strong understanding of accounting and auditing principles
Previous experience in finance, bookkeeping, or a related role
Familiarity with financial software (e.g., QuickBooks) is desirable.
Proficiency in Microsoft Excel
Knowledge of financial compliance and risk management
Strong analytical and data analysis capabilities
Excellent organizational, planning, and time management skills
Effective communication and interpersonal skills through verbal, written, and electronic means
High level of attention to detail
High level of confidentiality and trustworthiness
Ability to work both independently and collaboratively within team to assess needs and produce results
Able to develop and maintain positive and effective relationships with a wide variety of people with varying social, theological, and intellectual sensitivities, inside and outside the congregation
Uses diplomacy and tact and manages conflict appropriately; is approachable
Personal qualities of integrity, credibility and commitment to mission and values of organization
WORKING RELATIONSHIPS
Collaborates closely with the Treasurer, Finance Assistant, Executive Director of Finance and Administrative Services, Finance Committee, and staff
Maintains positive relationships with financial institutions and vendors
Provide backup coverage to the Treasurer and Finance Assistant when needed
*Please send resume in Word (Not PDF) format. Thanks
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