Position Summary:
In conjunction with the contracted third-party accounting firm, the Finance Coordinator/Operations Specialist is responsible for the oversight of Francis House’s financial operations. This position acts as an internal resource preparing necessary documentation, provides employee support regarding work-related financial transactions, and acts as an advisor to the Francis House Auxiliary regarding established accounting procedures.
Essential Job Duties and Responsibilities (Additional duties may be assigned):
Third-party Accounting Support
· Accounts Payable
o Provides support by forwarding all Francis House bills to the third-party accountant to be entered into Bill.com for payment.
o In coordination with the Board Treasurer, may approve monthly invoices for payment.
o Writes manual checks on an as needed basis and provides detailed information to accountant for reconciliation purposes.
· Accounts Receivable
o Prepares and sends deposit summaries to third party accountant, as needed.
o Maintains relationships with local hospitals and prepares quarterly resident invoices.
· Credit Card Transactions
o Reviews employee credit card statements monthly.
o Reconciles with receipts and appropriate GL accounts in coordination with third-party accountant.
· Annual Budget
o Assists with budget preparation for operating budget as well as Francis House Auxiliary.
· Annual Audit
o Assists with preparing all financial information and reports for annual audit process.
o Acts as Francis House internal contact, providing auditors with financial information.
· Other
o Acts as the internal resource for third-party accountant, providing financial information, reporting, etc. as needed.
Internal Accounting Support
· Assists with the documentation of all internal controls and guidelines for accounting transactions.
· Resource to employees regarding internal financial procedures.
· Presents financials to the Finance Committee on a bi-monthly basis.
· Advises Francis House Auxiliary members regarding financial procedures.
· Responsible for the commercial insurance policies and annual renewals for Francis House, in coordination with third-party insurance agency.
· Provides back-up to the Human Resources department with payroll, 401k and benefit administration on an as needed basis.
Location:
This is an on-site position at Francis House located at 108 Michaels Ave. Syracuse, NY 13208
Education and Experience:
· Associate’s degree in accounting or related field.
· Two to three years of experience as an Office Manager, Business Manager, or Bookkeeper required.
· Experience in not-for-profit organization preferred.
· Proficiency with accounting software and financial management systems, QuickBooks preferred.
· Previous payroll & benefits experience preferred, Paylocity experience preferred.
Resident Care/Service Accountabilities:
· Support the organization’s mission, vision, and values.
· Demonstrate a commitment to Francis House's philosophy of care.
· Demonstrate a sensitivity to and understanding of death, dying, bereavement, ethical issues, and palliative care.
· Maintain the organization’s and client's confidentiality at all times.
Knowledge, Skills, and Abilities:
· Knowledge of relevant financial regulations and compliance standards.
· Experience in budget preparation and financial reporting.
· Ability to analyze financial data and prepare reports.
· Experience with financial audits and internal controls.
· Proficient with Microsoft Office software.
· Excellent data skills and ability to use Excel functions; a strong understanding of formulas.
· Excellent verbal and written communication skills.
· Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy.
· High level of accuracy and attention to detail.
· Strong analytical and problem-solving skills.
· Ability to prioritize and organize work in a multitasked environment.
· Must have the ability to act and perform exemplary work independently.
Specific Accountabilities:
· Believes in and supports the Francis House mission, vision and values and supports its philosophy of care.
· Sensitive to the needs of those in palliative care.
· Maintains organizational and client confidentiality at all times.