Finance & Operations Assistant

Key Responsibilities: 

Development Operations – 50% 

• Accurately record pledge payments into the donor software. (currently Andar360) 

• Maintain donor database information by updating contacts and accounts as needed. 

• Respond to inquiries & requests regarding campaign pledges and payments 

• Communicate with staff & donors to resolve pledge payment variances 

• Collect &
  maintain
  documentation supporting the existence of a verifiable donor pledge  

• Run various reports from the donor database monthly & as requested 

• Produce & mail monthly campaign billing statements 

• Monthly review & reconcile the Andar and accounting software balances 

• With staff, accurately process
  campaign envelopes when received 

• Pull & organize list from donor database to issue bi-weekly thank you notes 

• Prepare & mail annual IRS receipts to donors  

Financial Operations – 40% 

• Process
  deposits
  daily, including taking receipts to the bank. 

• Review & enter receipts into the accounting software 

• Review invoice coding &
  communicate with vendors to resolve issues 

• Create & distribute accounts receivable invoices 

• Prepare & enter monthly journal entries 

• Filing, updating, & managing detailed financial records 

• Assist with the annual audit 

• Other duties as requested. 

General Office Responsibilities – 10% 

• Maintain records of board members
  & documents including the annual board calendar 

• Collect & send out agenda & other reports for monthly board meetings 

• Purchase office supplies as needed or requested 

• Serve as contact for office equipment maintenance  

• Assist with reception duties as needed, including answering the telephone, greeting guests, and preparing the conference room for meetings. (approximately 5 calls & 1-2 visitors per week) 

• Other administrative duties, as needed, including but not limited to entering surveys into & maintaining spreadsheets, phone calls for scheduling presentations.