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Posted: 20-Aug-24
Location: Dallas, Texas
Salary: Open
Internal Number: 24008045-1
JOB SUMMARY
Provides administrative support for financial management and reporting for the BSW Foundations. The Foundation Officer - Finance supports Foundation Finance in accounts payable, supply chain, financial and fund reporting, philanthropic fund set up and use, and communication with fund users. The Foundation Officer is experienced with manipulating data in Excel and other MS office products. The ability to complete routine tasks with attention to detail is a must. This will also include preparing forms and reports required to assist with foundation fund management. Tasks also include assisting with accounts payable (internal and external), working with supply chain to follow requests, preparing for service line meetings, assisting with various foundation finance projects, and supporting fund distributions to the BSW system.
ESSENTIAL FUNCTIONS OF THE ROLE
- Completes Fund Administration. Includes submitting requests to add, delete, and modify funds in the accounting software.
- Maintains accounts payable authorization matrix to ensure only authorized users have access to approve payments.
- Assists with other accounts payable process communication and issues.
- Assists with report preparation for budgeting and financial planning.
- Prepares Monthly Foundation Fund Reports.
- Supports fund administration to facilitate fund expenditures.
- Prepares management financial reports (monthly operating reports).
- Prepares other financial reports and financial analytics as needed.
- Completes fund research as needed related to gifting and spending.
- Gathers and provides support for monthly Journal Entry batches and scan and upload into the accounting software as needed.
KEY SUCCESS FACTORS
- Advanced skills in Excel, with excellent abilities in Word and other MS Office products.
- Good knowledge of financial terminology.
- Experience with financial report preparation.
- Excellent written & verbal communication skills.
- Ability to complete routine tasks with excellent attention to detail.
- Experience with Blackbaud Products a plus, including Financial Edge & Raisers Edge (or similar database/GL software).
- Experience in Accounting / Finance.
BENEFITS - Our competitive benefits package includes the following
- Immediate eligibility for health and welfare benefits
- 401(k) savings plan with dollar-for-dollar match up to 5%
- Tuition Reimbursement
- PTO accrual beginning Day 1
Note: Benefits may vary based upon position type and/or level
QUALIFICATIONS
- EDUCATION - Bachelor's Degree or 4 years of work experience above the minimum qualification
- EXPERIENCE - 3 years of experience