Accounting Specialist

United Way of North Central New Mexico; Albuquerque (NM); Hybrid; USD 68.770.000 - 75.647.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Retirement plan

Tuition reimbursement

Volunteer time off

Flexible spending account

Zusammenfassung

United Way of North Central New Mexico is seeking an Accounting Specialist to support the Finance team with pledge processing, general accounting, and donor relations at our Albuquerque office. This role emphasizes accuracy, customer service, and collaboration across departments.

The position is hourly, non-exempt, full-time with a hybrid work arrangement. Ideal candidates have a bachelor's degree in business/finance and nonprofit accounting experience, plus strong Excel and data-entry skills.

Qualifikationen

• Bachelor’s degree in business, finance, accounting or equivalent preferred.
• 3 years of experience in a Finance or Accounting Department.
• Proficient in Excel and Finance software applications.
• Nonprofit Accounting experience preferred.
• Strong data entry skills.

Aufgaben

• Process pledge entries and maintain donor database.
• Assist with routine accounts payable/receivable and general ledger tasks.
• Help with month-end and year-end closing activities.
• Respond to routine accounting questions from staff and donors.
• Support audit, grants, budgeting, and financial reporting requests.
• Train and supervise Investor Relations staff on pledge enveloping.

Kenntnisse

Excel

Data entry

Microsoft Office

Communication

Ausbildung

Bachelor’s degree in business/finance/accounting

Tools

Excel

Accounting software

Outlook

ERP

Jobbeschreibung

Job Title: Accounting Specialist

Department: Finance

Reports to: Chief Financial & HR Officer

Classification: Level II

Location: Albuquerque

Status: Hourly, Non-exempt, Full-time

ORGANIZATION:

Headquartered in Albuquerque, United Way of North Central New Mexico (UWNCNM) serves the people of five counties: Bernalillo, Sandoval, Santa Fe, Torrance and Valencia. Our mission is connecting people to opportunities and services to equitably improve lives and strengthen communities.

UWNCNM brings together donors, businesses, nonprofits, government and others to create better solutions to our community’s challenges. Our programs and donor dollars ensure that individuals and families in north central New Mexico have the opportunity to achieve potential through education, that they are healthy and safe, are financially stable and live life with dignity.

In addition, UWNCNM has a strong commitment to Diversity, Equity and Inclusion and upholds the following values:

• We value the visible and invisible qualities that make you who you are.
• We welcome that every person brings a unique perspective and experience to advance our mission and progress our fight for the health, education and financial stability of every person in every community.
• We believe that each United Way community member, donor, volunteer, advocate and employee must have equal access to solving community problems.
• We include diversity, equity and inclusion practices at the center of our daily work.

We commit to using these practices for our business and our communities.

PURPOSE:

The Accounting Specialist supports the Finance team by completing pledge processing, general accounting, financial recordkeeping, and customer service responsibilities for donors and agencies. This role supports internal staff, volunteers, donors, and agencies by maintaining accurate records and databases, resolving exceptions, assisting with routine accounting processes, and providing exceptional customer service. The position also contributes to staff training, cross-functional collaboration, and identifying opportunities to strengthen controls and improve processes.

ESSENTIAL FUNCTIONS:

• Pledge Entry:
  • Process donor pledges, payments, and designations timely and ensure accuracy of entry and maintenance of donor database structure
  • Manage and execute the pledge entry process
  • With the GL Accountant, reconcile pledge entries to the general ledger
  • Enter pledge adjustments from donors
  • Train and manage Investor Relations staff and campaign coordinators on the enveloping process
• General Accounting and Finance Support
  • Assist with routine accounts payable, accounts receivable, cash receipt, deposit, and general ledger activities as assigned
  • Prepare, enter, and review accounting transactions and supporting documentation for completeness, accuracy, appropriate coding, and required approvals
  • Assist with monthly reconciliations of bank accounts, subsidiary records, donor activity, and general ledger accounts; research and help resolve discrepancies
  • Maintain organized electronic and paper accounting records in accordance with document retention requirements and internal procedures
  • Support month-end and year-end closing activities by preparing schedules, gathering documentation, and completing assigned follow-up items
  • Assist with audit, grant, budget, and financial reporting requests by compiling accurate records, reports, and supporting documentation
  • Respond to routine accounting questions from staff, donors, agencies, and vendors, and route complex matters to the appropriate Finance team member
  • Provide backup support for Finance team processes and participate in cross-training to maintain continuity of essential functions
  • Follow internal controls, confidentiality requirements, accounting procedures, and applicable organizational policies in completing assigned work
• Reporting / Data Management
  • Work with IT department and Investor Relations departments to develop accurate reporting
  • Set up and maintain pledge processing procedures
  • Serve as finance liaison for the AdT, IT, and Investor Relations functions
• Team Collaboration and Support
  • Send out quarterly pledge statements to donors
  • Organize pledge documentation each year, summarize and send for scanning
  • Field customer service inquiries from companies and donors
  • Participate actively in fundraising initiatives and cross-functional projects to support our organizational goals, mission and initiatives.
  • Participate in panel interviews and train new staff members
  • Identify process and control improvement opportunities for all responsibilities
  • Attend bi-weekly Finance meetings, all staff meetings, trainings and events as required or assigned
  • Performs and completes other duties and special projects as assigned

CORE COMPETENCIES:

• Ability to work independently and collaboratively with minimal supervision, demonstrating flexibility, critical thinking, problem-solving, sound decision-making, and a commitment to producing high-quality work and service.
• Exhibit excellent written and oral communication skills, including clear, concise, and professional correspondence and interactions with donors, vendors, volunteers, and colleagues.
• Strong ability to build and maintain collaborative and productive working relationships internally and with external stakeholders.
• Effective project and time management skills, including the ability to develop clear project plans and timelines, monitor progress, and meet agreed deadlines.
• Maintain a high level of organizational and interpersonal skills, managing multiple priorities and deadlines while remaining flexible and responsive to emerging needs.
• Work independently and collaboratively, showing initiative, self-motivation, a positive attitude, adaptability, and a commitment to team success.
• Technology proficient, especially in designing and producing work products, project plans, reports, and data-informed tools using Microsoft Office Suite, donor management software, online research tools, and other relevant systems.
• Demonstrate practical experience with AI and data analysis tools to enhance operational efficiency and innovation, inform strategic decisions, and drive continuous improvement.
• Proficient in internet navigation and online research using modern web browsers to gather, verify, and utilize information effectively for job-related tasks.
• Ability to work effectively with a diverse group of individuals and foster a welcoming, respectful workplace culture by actively committing to organizational values and participating in team efforts to improve processes and outcomes.

MINIMUM REQUIREMENTS [EDUCATION, EXPERIENCE & SKILLS]:

• Bachelor’s degree in business, finance, accounting or equivalent preferred
• 3 years of experience in a Finance or Accounting Department in an accounting role
• Proficient in Excel and Finance software applications.
• Nonprofit Accounting experience preferred.
• Basic Knowledge of Microsoft Outlook & Microsoft Office Software.
• Must be accurate, detail oriented and possess good communication skills.
• Ability to calculate figures and amounts.
• Proficient personal computer skills, including email, database activity, Excel spreadsheet manipulation, word processing and importing and exporting data.
• Strong data entry skills and 10-key touch calculator proficiency.
• Ability to handle multiple tasks simultaneously.

EQUIPMENT USED:

• Standard PC Office Equipment, telephone, computer, copy machine, printer, scanner, fax machine and related equipment
• Microsoft Office Suite, Outlook, Videoconferencing platforms (Zoom, Microsoft Teams, etc.), Internet and web browsers for research and information gathering
• Accounting software, CRM and ERP

PHYSICAL REQUIREMENTS/WORKING CONDITIONS/DEXTERITY:

UWNCNM is a hybrid workplace. This position is scheduled to work 8 hours a day, 4 days a week Monday through Thursday. The schedule combines work-from-home on Mondays and Wednesdays, with mandatory in-person office attendance within UWNCNM’s office building required on Tuesdays and Thursdays. Due to business needs, you may occasionally be required to attend in-office days other than Tuesdays and Thursdays. The hybrid work schedule is subject to change, and you may be required to work 100% in-office at any time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Position is primarily in a standard office environment and requires long periods of sitting at a desk and computer to accomplish duties and to stand for limited periods of time.
• Regular attendance is required in this position.
• Must be able to operate a personal computer at an acceptable rate of speed and to view computer monitors.
• On designated in-office days, the employee must be able to perform duties within a cubicle setting, maintaining focus and productivity in an environment with varying levels of ambient noise, including conversations and other typical office sounds.
• Must have access to reliable internet when working from home.
• Must be able to work occasional early mornings, evenings and weekends including but not limited to attending a variety of meetings and events.
• Must have the flexibility to adapt schedule to meet evolving business needs as necessary.
• Must possess a valid New Mexico driver’s license and have daily access to a dependable motor vehicle with insurance to commute to work on designated in office days, and to use to attend offsite events, meetings, and other work activities, including those specific to the job.
• Must be able to lift and/or move up to 20 pounds unassisted and occasionally lift and/or move up to 40 pounds with assistance.
• Must be able to perform the essential functions of the job with reasonable accommodation.

LOCATION:

Must be a New Mexico resident and able to commute to the UWNCNM office building in Albuquerque, NM on designated in office workdays as specified.

SALARY RANGE:

$30.00 to 33.00 per hour, non-exempt, 32 hours per week, FTE (Full Time Employee)

BENEFITS:

Full-time employees (FTE) are eligible for health, dental, life and long-term disability insurance, a retirement plan, flexible spending account and voluntary insurance programs. We offer a tuition reimbursement plan, volunteer time off, and generous leave time. Part-time employees (PTE) may be eligible for some of these benefits.

UWNCNM supports the Americans with Disabilities Act (ADA). Please tell us if you need accommodation to perform the job's essential functions. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

United Way of North Central New Mexico is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We welcome applicants with disabilities and applicants from underrepresented racial and ethnic groups.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. This job description is meant only to be a guideline and may be modified at any time. UWNCNM is an At-will Employer. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.