Position Summary
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
- 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
- Maintains orderly files of Tocqueville documents and designation payouts
- Prepares acknowledgements for honorarium, memorial, stock, & IRA QCD gifts
- 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.
- Manage filing of 1099s for UWM & CPM
- Assists with pledge processing and daily bank deposits
- Communicates with contributors, agencies, and company repres
- Set up and maintain designated agencies’ vendor and ACH information as needed in MIP accounting software and Anybill accounts payable system
- Uploads designation payables into Anybill
- 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 promptly to all emails and voice messages.
- Regularly follow up on outstanding checks and returned ACH transfers for designation payments. Ensure proper steps are taken in the accounting software to resolve outstanding checks (void, reissue, etc.)
- Maintains vendor codes in StratusLive database
- Maintains petty cash and balances account monthly
- Provides administrative support and takes minutes for Audit and Finance Committee meetings
- Assists VP of Finance & Administration with scheduling and other administrative tasks as needed
- Serves on support team and rotates as back up support to the front desk
- 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