Grant & Financial Liaison — Nonprofit Finance Pro

UMOS, Inc.; Milwaukee (WI); On-site; USD 69,000 - 86,000; Full time

Benefits offered by this job

Paid time off

15 paid holidays

Health, dental, vision, life, and long

Disability insurance

AD&D (accidental death & dismemberment

Health Savings Account (HSA) or Flex.

401(k) and Roth IRA with UMOS match (3

Job summary

UMOS, Inc. is seeking a detail-oriented finance professional to manage internal and program financial reporting for funded work. You will oversee grant invoicing, receivables, and comparison of actuals to budgets, ensuring compliance with not-for-profit guidelines.

The role requires strong Excel skills, experience with Sage accounting software, and the ability to work independently in a fast-paced environment. Travel occasionally may be required.

Qualifications

• Bachelor’s degree in accounting or financial related area preferred.
• Associate’s degree (or equivalent of 60 credits) in accounting or finance required.
• Minimum three to five years of experience in Finance/Accounting, preferably in non-profit or governmental accounting.
• Working knowledge, experience, aptitude to improve skills utilizing computer software applications using Microsoft Office, Sage Accounting software programs and other customary desktop programs.
• Advanced Microsoft Excel skill required.
• Solid analytical skills.
• Good organizational, prioritization and communication skills and the ability to work comfortably on your own or as a part of a team in a fast-paced environment.
• Able to travel occasionally and be flexible regarding working hours.

Responsibilities

• Responsible for financial reporting for the assigned program for both internal and program required reporting - monthly, quarterly, annual, and applicable close out or final reporting.
• Maintain and obtain appropriate current program documentation needed to substantiate program operations.
• Monitoring of actual financial results compared to budget and communication to appropriate levels to ensure funds are not overspent.
• Analyze and forecast current financial position to the unspent funds or budgeted transaction level to ensure proper budget compliance with the funding source and communicate results to the appropriate personnel.
• Ongoing review of financial transaction coding to ensure activity is appropriately recorded, including invoices, journal entries, travel reports, and payroll.
• Ensure transactions are compliant with applicable financial or purchasing and program policy requirements to ensure transaction’s adherence with them; initiate necessary corrective action for any non-compliant items.
• Manage claims and outstanding receivables for assigned grants.
• Manage the Grant monitoring reviews and provide all requested information needed to monitor the program.
• 1. Manage and oversee the grant’ invoice, receivable and collection.
• 2. Reconciliation of assigned GL and bank accounts and as appropriate, maintain applicable processing.
• 3. Assist with Sub-Recipient Monitoring.
• 4. Assist in finding digital solutions to manual processes.
• 5. Actively participate in process improvement.
• 6. Develop or update assigned grant procedures.
• 8. Maintain and participate in the ongoing department activities that comprise the Company’s internal control environment with focus on Uniform Guidance 2 CFR regulations pertaining to not for profits.
• 9. Will direct work, as appropriate, to the Financial Liaison Specialist, and provide assistance to the Accounting Associate and others with department transactions and reporting.
• 10. As needed, other duties as assigned as appropriate to and correlated with position and responsibilities.
• 11. Assist with other department projects and audit requests.

Skills

Advanced Excel

Analytical skills

Communication skills

Education

Bachelor’s degree in accounting

Associate’s degree in accounting or finance

Tools

Sage Accounting

Job description

UMOS, Inc. is seeking a detail-oriented finance professional to manage internal and program financial reporting for funded work. You will oversee grant invoicing, receivables, and comparison of actuals to budgets, ensuring compliance with not-for-profit guidelines.

The role requires strong Excel skills, experience with Sage accounting software, and the ability to work independently in a fast-paced environment. Travel occasionally may be required.