Charitable Advisors LLC
  • 04-Feb-2019 to 05-Mar-2019
  • - Zeta Tau Alpha
  • Indianapolis, IN, USA
  • Full Time

The Foundation Financial Coordinator assists the Foundation with various responsibilities and projects essential to day-to-day operations. This includes, but is not limited to, maintaining and monitoring the daily financial systems/operations of the Foundation.

Qualifications
• Bachelor's or associate degree in finance/accounting or related field
• Minimum two years of experience in a related field 
• Working knowledge of Microsoft Office (Excel, Word, PowerPoint) 
• Database experience preferred but not required
• Customer-service oriented with strong written and oral communication skills
• Attention to detail and ability to problem solve

Responsibilities
• Process and code individual, company and alumnae-chapter donations to the Foundation
• Prepare and review monthly financial statements
• Manage weekly A/R and check processing for the Foundation
• Prepare required government financial forms (i.e., tax information)
• Prepare daily contribution reports
• Prepare donation receipts and thank-you letters
• Prepare statistical reports and spreadsheets as needed
• Assist the Foundation Secretary-Treasurer and Senior Director of Foundation Operations with year-end closing
• Assist auditors with year-end audit preparation
• Ensure all financial documents are filed as needed
• Handle billing and processing of Second Century and scholarship fees
• Participate in bi-weekly calls with the Foundation Secretary-Treasurer and Senior Director of Foundation Operations
• Assist with Foundation projects as assigned, including preparation for Convention/leadership academies
• Cross-train with the Foundation Account Coordinator

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