Finance & Operations Manager

  • Lancaster, PA, US

Send résumé, cover letter and salary requirements to jobs-finance@assetsPA.org. Applications will be reviewed on a rolling basis. Those invited to interview will be contacted. No phone calls. EOE

ASSETS is a dynamic, growing organization focused on helping diverse, innovative, and socially-focused entrepreneurs start and grow their businesses. As ASSETS has grown over the past few years, our income streams have diversified and our loan products have expanded, resulting in financial management processes that have become much more complex. With all the added complexity, it's finally time to bring in some full-time help! This is where the Finance and Operations Manager fits in. We are searching for an intellectually curious, community-minded financial guru to join our team to help manage all aspects of financial management and operations. This position will play an essential part in helping ASSETS continue to meet its goal of transforming our community through business.

Responsibilities

Financial Management & Bookkeeping – 75%

  • Financial bookkeeping using QuickBooks for all ASSETS Accounts.
  • Enter accounts payable upon receipt.
  • Issue checks and make payments.
  • Input payroll information into payroll service.
  • Enter accounts receivable upon receipt and make deposits.
  • Reconcile banking accounts monthly.
  • Prepare monthly financial reports including a Profit & Loss Statement vs. Budget, Balance Sheet and a Cash Flow Forecast.
  • Prepare monthly program financial reports for staff.
  • Assist Executive Director and Board Treasurer in Annual Budgeting Process.
  • Maintain all budget information into QuickBooks.
  • Maintain accounting of ASSETS' inventory and assets
  • File appropriate income and expense documentation with associated funding source to comply with grant requirements.
  • Prepare & submit quarterly, semi-annual and annual financial reporting as needed for grant requirements.
  • Meet with External CPA firm to review financials and procedures quarterly; make revisions as necessary.
  • Facilitate annual Audit with External CPA firm; provide all requested information, be primary point of contact before, during and after audit, with support from Executive Director as needed.
  • Review Insurance policies on an annual basis and ensure adequate coverage.

Human Resources – 15%

  • Hiring logistics: set up job advertising, collect applications, schedule interviews & follow ups.
  • Manage paperwork & forms for new hires.
  • Ensure employees are in compliance for all paperwork.
  • Support Executive Director with Benefits and HR details as needed.
  • Manage HR information with external payroll comp.
  • Maintain health insurance employer policy and paperwork.
  • Maintain retirement plan information and paperwork.
  • Maintain Paid Time Off Tracking for employees.
  • Manage IT consultant to ensure functioning IT infrastructure, software and hardware needs are met.
  • Manage & update online accounts and passwords.
  • Liaison with copier lease company.
  • Liaison with phone installation company.
  • Track use & purchase office supplies as needed.
  • Manage account for water supplier, coffee supplier, office supplier.
  • Organize and stock store room, with help from ASSETS team as needed.
  • Liaison with office and parking leases.
  • Other duties as necessary.

Operations – 10%

  • Manage IT consultant to ensure functioning IT infrastructure, software and hardware needs are met.
  • Manage & update online accounts and passwords.
  • Liaison with copier lease company.
  • Liaison with phone installation company.
  • Track use & purchase office supplies as needed.
  • Manage account for water supplier, coffee supplier, office supplier.
  • Organize and stock store room, with help from ASSETS team as needed.
  • Liaison with office and parking leases.
  • Other duties as necessary.

Minimum Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and ability required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. Women and people of color are strongly encouraged to apply.

  • Commitment to the mission and programs of ASSETS.
  • Mastery of QuickBooks for nonprofit financial management.
  • Mastery of Excel.
  • Three-plus years of bookkeeping and financial management experience.
  • Extremely Detail Oriented.
  • Bachelor's degree in business or accounting or relevant professional experience.
  • Proficient with Microsoft Outlook, PowerPoint, Word, and Excel.
  • Experience managing Human Resources details preferred.
  • Comfortable with minimal supervision.
  • Driven by deadlines and routines.
  • Overall competency in MS Office suite
  • Ability to lift 25 lbs.

ASSETS provides a competitive compensation and benefits package including health insurance, retirement contribution plan with employer contributions, a generous paid time off policy for full-time employees and a positive working environment that supports employee growth through professional development.

To apply

Send résumé, cover letter and salary requirements to jobs-finance@assetsPA.org. Applications will be reviewed on a rolling basis. Those invited to interview will be contacted. No phone calls. EOE

ASSETS ASSETS logo

  • 100 South Queen Street
    Lancaster, PA, US 17603
    See Map

ASSETS ASSETS logo


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