SUMMARY OF POSITION.

This is a managerial position requires the ability to work both independently and as a member of a team on matters of significance to the financial operations of the organization. The position requires excellent organizational and project management skills. The position involves exposure to, and handling of, highly sensitive and confidential financial information and therefore requires outstanding skills related to confidentiality, diplomacy and discretion.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Handles financial information with a high level of confidentiality,
• Provides the Bookkeeper with all necessary financial reports, bank and credit card statements for reconciliation,
• Compiles and prepares property tax documents, forms, and insurance filings for CAO to review,
• Supports the CAO with annual financial audit fieldwork,
• Manages online payments for exam candidates, records examination fee payments from Authorized.net to PCM system, and generates reports for the Bookkeeper,
• Manages bill paying duties using QuickBooks,
• Maintains and manages paper and digital filing systems for financial, contract, audit, tax, insurance, etc. per organizational policies,
• Monitors and manages all subscription and membership renewals,
• Manages the short and long term CERP provider payments
• Manages List requests and works with staff to produce List and invoices the organization requesting it,
• Supports the Executive Coordinator with Board meeting per diem, expense reports, and travel reimbursements, etc.,
• Works in conjunction with the CAO in planning and accomplishing long term organizational projects,
• Supports Director of Promotion & Advancement with setting up shipments for conferences.
• This is a 30hour/week part-time position with benefits.