Finance Assistant

YMCA of the Cedar Rapids Metro Area; Duluth (MN); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Retirement accounts

Medical, Dental, Vision Insurance

Life Insurance

Disability Coverage

Paid time off

Paid holidays

Employee assistance program

Free parking

Growth and development opportunities

Job summary

The Lake Superior YMCA is seeking a Finance Assistant to maintain financial records, answer routine questions, and support the Finance Leadership Team. This full-time, on-site role in the Lake Superior YMCA network emphasizes accuracy, collaboration, and exemplary service.

Responsibilities include reconciliations, journal entries, audits support, and assisting with budgeting while upholding the YMCA core values and equal opportunity commitments.

Qualifications

• Associates’ degree in accounting/business or at least 2 years of bookkeeping/accounting experience.
• Ability to work with integrity, discretion and a professional approach.
• Ability to relate effectively to diverse groups of people from all backgrounds.

Responsibilities

• Prepare account reconciliations, including bank reconciliations for assigned areas.
• Prepare and post data for journal entries for assigned areas.
• Reconcile and monitor bank balances daily.
• Review general ledger and related financial statements for reasonableness.
• Process all draft payable transactions.
• Manage all credit card accounts and ensure timely payments.
• Assist with annual audits and with information requests from auditors or grant funders.
• Support budgeting process and enter budgets into software with CFO/Finance Director.
• Respond to staff and member inquiries promptly, within 24 business hours when possible.

Skills

Integrity & discretion

Professional approach

Education

Associates’ degree in accounting/business

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Finance Assistant

Finance Admin Full-time Regular Central Services Admin Offices, Duluth, MN, US

6 days ago Requisition ID: 1797

Salary Range: $20.00 To $22.00 Hourly

Job Title: Finance Assistant

Job Type: Full-Time

FLSA Status: Non-Exempt

Reports to: Chief Financial Officer and VP of Administration and Shared Services

Full-Time Benefits:

• Retirement accounts (You can contribute at any time, but the Y will contribute 12% after two years of service with1,000 hoursin each of the two years)
• Medical, Dental, Vision, and Life Insurance Plans
• Medical and Dependent Flexible Spending Accounts available
• Long and Short-Term Disability Coverage
• Employeeassistanceprogram
• Complimentary nationwide 2 adult family membership to the Y
• Discounts on programs, summer camps, YMCA Camp Miller
• Paid time off (About 120 hours/year and starting with 40 hours)
• Paid parental leave
• Subscription to the Calm app
• Bereavementleave
• Paid holidays
• Team member referral program
• Employee engagement and appreciation activities
• Growth and development opportunities
• Free parking
• Leadership certification and related training offered and encouraged

Objective/Summary

The Finance Assistant maintains and updates financial records, answers basic financial questions from partner YMCAs and staff. Additionally, the Finance Assistant maintains a supportive, positive atmosphere that welcomes and respects all individuals.

Our Culture

Our mission and core values are brought to life by our culture. In the Y, we strive to live our cause of strengthening communities with purpose and intentionality every day. We are welcoming: we are open to all. We are a place where you can belong and become. We are genuine: we value you and embrace your individuality. We are hopeful: we believe in you and your potential to become a catalyst in the world. We are nurturing: we support you in your journey to develop your full potential. We are determined: above all else, we are on a relentless quest to make our community stronger, beginning with you.

Essential Functions

• Prepares account reconciliations including bank for assigned areas.
• Prepares and posts data for journal entries for assigned areas.
• Reconciles and monitors bank balances daily.
• Reviews general ledger and related financial statements for reasonableness for assigned areas.
• Processes all draft payable transactions.
• Manages all credit card accounts.
• Insures all payments are made in a timely basis.
• Assist and works with Finance Leadership Team and auditors in completion of annual audits.
• Assists the Leadership Team to provide needed information for various audits that may be conducted by outside agencies such as grant funders.
• Assists the CFO and Finance Director with special projects/reviews.
• With the assistance of the CFO and Finance Director, the Finance Assistant plans for the budgeting process and enters accurately enters budgets into software.
• Prepares ad-hoc analyses and reports as requested.
• Handles and resolves membership and participants concerns and informs supervisor of unusual situations or unresolved issues.
• Models relationship building skills (listen first) in all interactions.
• Assist with insurance reimbursement programs including processing and keeping membership staff up to date on insurance standards.
• Reviews and follows up on returned checks and bank drafts, and credit card expirations.
• Reconciles branch weekly deposits of cash and checks.
• Coordinates membership invoice mailings.
• Assist new employees with training on Daxko software and applicable procedures.
• Accepts other duties as assigned to promote the accomplishment of departmental goals.
• Works as a member of the Central Services cross functional team learning other departmental duties and backing up team members, as needed.
• Responds to all staff, member and client inquiries expeditiously, and within 24 business hours, when possible.
• Puts into practice the YMCA’s core values of Honesty, Caring, Respect, and Responsibility while advancing the cause-driven culture of the Y.
• Commitment of supporting principles of equal opportunity and affirmative action to achieve a diverse work environment.

Leadership Competencies

• Mission Advancement
• Collaboration
• Operational Effectiveness
• Developing Self & Others
• Emotional Maturity

Work Environment

The Finance Assistant will work in a standard office with a desk, computer, and other office equipment.

Physical Demands

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

1. While performing the duties of this job, the employee is regularly required to use a computer for extended periods and be able to communicate using a computer and phone/smart device.

2. The employee frequently is required to sit and reach, and must be able to move around the work environment

3. The employee must occasionally lift and/or move up to 25 pounds

4. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust

5. The noise level in the work environment is usually moderate

6. While performing duties of this job, employee is frequently required to stand; walk; sit; use hand to handle, or feel; reach with arms and hands.

7. Must be able to remain alert.

8. Must be able to sit or stand for extended periods.

9. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust.

Supervisory Responsibility

The Finance Assistant will have no direct supervision but will work collaboratively with the Finance Team.

Position Type and Expected Hours of Work

This is a full-time position. 40 hours per week Monday through Friday.

Travel

Travel may be necessary to other office locations for the Lake Superior YMCA, partner YMCAs and local and regional YMCA and non-YMCA trainings, meetings and events.

Required Education and Experience

• Associates’ degree in accounting/business or at least 2 years of experience in bookkeeping/accounting
• Ability to work with integrity, discretion and a professional approach
• Ability to relate effectively to diverse groups of people from all social and economic segments of the community.
• Certifications: CPR/AED for the Professional Rescuer or equivalent, and Basic First Aid (required). Training can be provided upon hiring, and must be obtained within 60 days. Higher levels of certification are accepted.
• Commitment of supporting principles of equal opportunity and affirmative action to achieve a diverse work environment.

Additional Eligibility Qualifications

• Must be able to pass a background check.

EEO Statement

The Lake Superior YMCA (the Y) provides equal employment opportunities (EEO) to all employees and applicants for employment with regards to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, the Y complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.