Benefits
- Health insurance
- Vision insurance
- Dental insurance
- Paid time off
- 401(k) matching
- Simple IRA with 3% employer match
- Life AD&D
- PTO
About the Role
Join CAL-WOOD EDUCATION CENTER as an Office Manager Administrative Lead, where you’ll play a crucial role in supporting our mission of providing exceptional educational experiences in the beautiful Colorado wilderness. This is an exciting opportunity to lead administrative operations in a dynamic environment, fostering a culture of collaboration and growth.
Reports to
Executive Director
Status
Full-Time, Exempt
Position Summary
The Office Manager / Administrative Lead provides high-level administrative, financial, and operational leadership to support Cal-Wood’s mission and programs. This role oversees accounts receivable and payable, contracts, insurance administration, and office operations, serving as a key partner to the Executive Director. The ideal candidate brings a strong background in accounting, operations, and/or HR, with extensive experience using QuickBooks Online, excellent organizational skills, and the ability to manage multiple priorities with accuracy and discretion.
Key Responsibilities
Financial Operations (AR / AP / Bookkeeping)
- Manage accounts receivable, including invoicing, payment tracking, deposits, reconciliations, and follow-up on outstanding balances.
- Manage accounts payable, including vendor invoices, documentation, approvals, and coordination with the external accountant.
- Maintain organized and accurate financial records, including bank statements, credit card activity, payroll records, deposits, and vendor files.
- Enter and maintain client, contract, and payment data in QuickBooks Online.
- Prepare and organize monthly, quarterly, and annual financial documentation (e.g., payroll registers, tax deposits, workers’ compensation reports, compliance filings).
- Identify and resolve discrepancies in payments, invoices, and financial records.
- Serve as the primary liaison with the accountant, providing required reports and documentation in a timely manner.
Contracts & Customer Billing
- Receive signed contracts via DocuSign and ensure accurate entry into QuickBooks Online.
- Send payment links and invoices for contract deposits and balances due, ensuring payment is received prior to group visits.
- Coordinate with the Programs Department to streamline and improve contract and billing workflows.
- Maintain organized contract files and client documentation.
Insurance & Risk Management
- Maintain insurance policies and Certificates of Insurance (COIs), ensuring coverage remains current.
- Track insurance policy deadlines and coordinate payments with the accountant.
- Review group contracts for insurance selections or signed waivers.
- Coordinate with the Operations Manager to provide updated employee driver information to the insurance broker.
Office & Operations Management
- Oversee office systems, supplies, mail, and equipment to ensure smooth daily operations.
- Maintain organized physical and digital filing systems.
- Support scheduling and coordination of groups in collaboration with the Program Director.
- Prepare correspondence, reports, contracts, and internal documents; proofread for accuracy and clarity.
- Maintain a professional, organized office environment and assist with tours or visitor coordination as needed.
Leadership & Administrative Support
- Support the Executive Director and leadership team with planning, reporting, and special projects.
- Participate in weekly planning meetings and prepare a weekly work plan.
- Exercise independent judgment while consulting leadership on complex or unusual issues.
- Continuously identify opportunities to improve administrative, financial, and operational processes.
Qualifications
Required
- Background in accounting.
- Extensive experience with QuickBooks Online (required).
- Experience with payroll processing systems (ADP preferred).
- Strong understanding of bookkeeping, accounting principles, and financial recordkeeping.
- Exceptional organizational skills and attention to detail.
- Proficiency with Microsoft Office and/or Google Workspace.
- Strong written and verbal communication skills in English.
Preferred
- Experience working with nonprofit organizations.
- Familiarity with contracts, insurance administration, and compliance reporting.
- Ability to lead administrative processes and improve systems independently.
Core Competencies
- Financial accuracy and accountability
- Confidentiality and discretion
- Process improvement and problem-solving
- Time management and prioritization
- Clear communication and collaboration
- Initiative and leadership mindset
Schedule
Hybrid, 50% In-person, 9am-5pm, Monday through Friday. Must be able to commute to Cal-Wood.
Compensation
$65,000 annually DOE