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Finance Support Specialist

Columbia, SC

Relocation expenses: Not paid

Associate
Full time
1 - 2 years of experience
Associate Degree

Published on 9 Nov 2021

Expires on 9 Nov 2021

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Finance Support Specialist

This position is responsible for the accurate and timely payments of United Way of the Midlands (UWM) and Community Partners of the Midlands, LLC (CPM) payables and oversight of the AP Processing system (Anybill).  In addition, this position manages Tocqueville Society designation requests, acknowledgements, and other administrative tasks.  Also, position assists the VP of Finance and finance staff by performing administrative duties as required. Excellent customer service skills are required to promptly respond to inquiries from donors, vendors, and UWM staff. 

Essential DUTIES & Responsibilities

  • Review invoices and check requests for UWM and CPM making sure they agree, and proper approvals are included in Anybill
  • Verify that accurate coding and entry of invoices for UWM and CPM in Anybill
  • Set up new vendors as needed in MIP accounting software and Anybill
  • Maintain UWM vendor ACH and other information in accounting software and Anybill as needed
  • Ensure timely payment of all payables for UWM and CPM.
  • Upload RFP grant and designation payables into Anybill
  • Import Invoices and checks from Anybill to MIP on a weekly basis
  • Regularly follow up on outstanding checks and returned ACH transfers for UWM and CPM.  Ensure proper steps are taken in the accounting software to resolve outstanding checks (void, reissue, etc.)
  • Maintain orderly files of all accounts payable, allocations and designation records, for UWM and CPM
  • Maintain vendor codes in StratusLive software for UWM
  • Manage filing of 1099s for UWM & CPM
  • Work with donors, vendors, and other staff as needed to resolve questions, problems or concerns with regards to any of the above functions for UWM and CPM. Respond promptlyto all emails and voice messages.
  • Provides administrative support and takes minutes for Audit and Finance Committee meetings
  • Maintains UWM centralized legal filing system as well as other financial files for the department
  • Assists VP of Finance & Administration with scheduling and other administrative tasks
  • Provides administrative support to Tocqueville Society including designation request processing, verification of 501(c)3 status of designated agencies, and preparation of pledge reminders and acknowledgements
  • Prepares acknowledgements for honorarium and memorial gifts
  • Coordinates annual updating of bank signature cards
  • Maintains petty cash and balances account monthly
  • Assists with pledge processing as needed
  • Performs other duties as required

Qualifications: Experience, knowledge, Skills & Abilities

Required Qualifications

  • Associate Degree or two years of relevant experience
  • Excellent communication skills, both written and oral, self-management and good judgment in decision making
  • Proficiency in Microsoft Word, Outlook, and Excel
  • Ability to prioritize projects and manage time effectively
  • Ability to work independently with minimum supervision

Preferred Qualifications

  • Bachelor’s Degree
  • Experience with MIP accounting software and donor management software such as StratusLive
  • Experience in a similar position or in a United Way organization