-Regularly reviews bank account and investment reports and posts transactions to the general ledger.
-Prepares monthly reconciliations for bank and investment accounts.
-Maintains a worksheet of investment account activity needed for year-end close.
-Prepares general ledger account reconciliations.
-Reviews internal controls for areas of improvement and additional functionality.
-Ensures that funds are properly distributed to designated accounts in a timely manner.
-Tracks endowed investments and reviews monthly statements from investment firm.
-Creates budget-entry worksheets for the Executive Director and Finance Committee and assists with preparation of annual budget.
-After month-end close, prepares a report of an analysis of budget versus actual revenue and expenses.
-Compiles annual financial reports needed for annual audit.
-Inputs consolidated annual budget worksheet into QuickBooks.
-Compares final audited statements to internal statements and general ledger.
-Proactively suggests new policies and procedures for better managing of assets and improved fiscal oversight and reporting.
Data Analytics Responsibilities:
-Develops, oversees, and improves systems for data collection, analysis, and secure storage.
-Enhances our existing data base with other data to facilitate intelligent donor segmentation for diverse fundraising appeals.
-Calculates and analyzes Return on Investment from various fundraising initiatives.
-Uses data visualization to convey meaningful insights about how to improve operations.
-Uses software (such as Dataro) to enhance fundraising performance.
Education and experience:
-Undergraduate Degree in Accounting
-Competence in QuickBooks
-At least 1 year of accounting experience preferred
-At least 1 year of data science experience preferred
Knowledge, skills, and abilities:
-Detail-oriented with excellent organization skills, including the ability to manage multiple demands and/or projects simultaneously.
-Able to apply sound judgment, maintain the confidentiality of proprietary data, and conduct oneself with integrity and focus.
-Sense of humor and comfort level in working in a fast-paced environment.
-Ability to work in person in the Washington, DC metro area.
-Medical, dental, and 401(3)b plan with 6.5% salary match from the Foundation
-Paid time off
-11 paid holidays per year
Please send a cover letter explaining how you meet the qualifications above, along with a resume to Kianna Calabria at email@example.com.