Role: Financial Assistant
Reports to: Chief Financial Officer
Under general supervision, the Financial Assistant performs a variety of finance, administrative and secretarial duties requiring a certain level of experience and skills. Supports higher level technical staff by assisting in the gathering and preparation of financial data. Responsibilities may include, but are not limited to, scheduling, recording transactions, preparing monthly journal entries and reconciling accounts.
- Within established guidelines, make decisions regarding planning, organizing and scheduling of work. Resolve most questions and problems without help.
- Perform a variety of basic accounting procedures such as cash posting, preparing journal entries and gathering data from the general ledger.
- Compose routine correspondence. Type and proofread letters, memos and other documents using proper grammar, spelling, and punctuation. Compile data for standard and special reports. May transcribe and distribute minutes of meetings.
- Schedule and prepare for meetings; screen and direct incoming calls and visitors; assist with travel arrangements; maintain files, records and individual/department calendars.
- Use business software applications (word processing, presentation, spreadsheet, etc.) to prepare memos, reports, presentations, agendas, minutes, etc.
- Work cooperatively with internal and external customers. Assist other departments, as needed. Respond to requests for information form outside the department.
- Receive, track and process invoices, check requests, expense reports and credit cards.
- Organize material for data entry and perform accurate, high-volume data entry.
- Operate office equipment including copier, shredder and fax machine. Schedule office equipment maintenance and order supplies. Distribute incoming and outgoing mail.
In addition to the core responsibilities of the position, may be asked, or may seek, to engage unique abilities, strengths and passions through participation on cross-functional teams.
- Communicates Effectively
- Relationship Management
- Continuous Learning
- Drives for Results
- Problem Solving / Critical Thinking
- Customer Focus
- Teamwork and Inclusion
- Solid organizational skills and the ability to manage multiple priorities
- Proper use of grammar, spelling and punctuation, and telephone etiquette
- Ability to maintain confidentiality, discretion and tact
- High school diploma; Associate's degree preferred
- A minimum of 1-3 years of accounting or finance experience
- Proficient use of Microsoft Word, Excel and PowerPoint
United Way for Southeastern Michigan is an Equal Opportunity Employer.
This job description describes the general nature and level of work performed by employees assigned to this position. It should not be construed as an exhaustive list of all required duties, responsibilities and skills. Reasonable accomodations may be made to enable disabled individuals to perform the essential functions of the job.