Client Processing Manager

YourCause, LLC; Plano (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

YourCause, LLC is seeking an experienced individual in finance/accounting to join our team in Plano, Texas. The ideal candidate will possess a Bachelor’s degree in accounting or finance and have 3-5 years of relevant experience. Responsibilities include processing invoices, preparing bank reconciliations, and managing multiple projects effectively.

The successful applicant will have a strong commitment to detail and excellent communication skills. Opportunities to make a significant impact for non-profits are integral to this role.

Qualifications

• 3-5 years of consistent accounting and finance work experience.
• Proven ability to handle multiple projects simultaneously.
• Commitment to timeliness and reliability.

Responsibilities

• Execute a defined workflow for assigned clients.
• Process invoices for payment.
• Prepare monthly bank reconciliations for multiple client accounts.

Skills

Analytical problem solving

Time and project management

Attention to detail

Organizational skills

Written and oral communication

Education

Bachelor's degree in accounting or finance

Tools

MS Excel

Accounting systems

Job description

We’re seeking individuals with 3-5 years consistent accounting and finance work experience. Most importantly, we’re looking for individuals who are smart, driven, dedicated, personable, thorough, and very detail oriented. We want someone who gets excited about delivering the resources necessary for non-profits to drive impact.

Skill Sets

Analytical problem solving – anticipating, analyzing, diagnosing & solving problems

Maintain an organized workspace and flow

Proven attention to detail and ability to handle multiple projects simultaneously

Strong time and project management of small to large internally focused projects

A commitment to timeliness and reliability

Flexible and proactive to assist on last minute client or team needs

Responsibilities

Execute a defined workflow for each of your client(s)

Process invoices for payment and keep record

Review and process employee donation reports

Prepare monthly bank reconciliations for multiple client bank accounts

Produce invoice analysis for major vendors

Qualifications

Bachelor’s degree in accounting or finance required (mathematical studies are acceptable) OR equivalent experience in the workforce such as 3-5 years in a full-time number-oriented position or rigorous internships

Proficiency in MS Excel and/or accounting systems required

Excellent written and oral communication skills